Analysis: As new duties threaten to block PV producers from India, Laos and Indonesia from the US market, the outcome of the Section 232 polysilicon investigation could put an end to the question of who will be next.
Analysis: The opening of Corning's Michigan wafer plant puts it in a strong position to supply US-made, FEOC-compliant products, while competition from outside remains scarce.
Details of tariffs on US imports of polysilicon products may be announced as early as the end of this month, according to a note from investment bank Roth Capital.