US imposes global 15% polysilicon tariffs and price floors to shore up domestic solar supply

The Trump administration announced 15% tariffs on all imported polysilicon components and set minimum import prices (e.g., $21/kg polysilicon, 22¢/W cells, 38¢/W panels), effective December 4, 2026, aiming to bolster U.S. polysilicon production and onshore the solar supply chain. The move could raise imported-panel costs while encouraging domestic investment, with industry players like Qcells and Corning welcoming the policy and a broader AD/CVD framework expected to follow for additional countries.