The investigation launched on polysilicon under Section 232 could present the biggest supply chain challenge to the US solar industry, according to analyst Wood Mackenzie.
Supply-demand imbalances and inventory pressures have driven down prices and negatively impacted the operational performance of several listed Chinese PV companies that released their 2025 interim forecasts this week.
According to the latest pricing data from the Silicon Industry Branch, released on 9 July, the transaction price range for n-type dense polysilicon has oscillated between RMB34,000-38,000/ton (US$4,741-5,299/ton).
