section 232

US POLICY FOCUS: Section 232 tariffs on polysilicon imports have changed the landscape of the country’s solar industry overnight.

The US introduced a 15% tariff on imports of products using polysilicon and set minimum prices for polysilicon and its derivatives.

Anza figures show that the median price for a solar PV module assembled in the US held steady at US$0.3/W in July 2026.

Intertek CEA explores how companies have to navigate US solar PV procurement contracts amidst tariffs and customs risks.

Analysis: Some in the US solar industry are positioning tariffs as a silver bullet for manufacturers, but it may not be as straightforward as that.

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.

The US and India have announced a trade deal under which Washington will cut reciprocal tariffs on Indian goods to 18% from 25%.

The price of solar PPAs signed in North America increased 3.2% between the third and fourth quarters of 2025, reaching a high of US$61.67/MWh.

The PV Review, 2025: Three companies have made headlines for their efforts, and failures, to produce polysilicon in the US this year.

The PV Review, 2025: A look back over a turbulent year in US solar policy changes, from the 'Big, Beautiful Bill' to tariff challenges.