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Trump Imposes 15% Polysilicon Tariff with $21/kg Price Floor

8/10/2026

25 3 Full Breakdown

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Trump Tariffs Polysilicon
  • U.S. President Donald Trump signed an executive order on August 6, 2026 imposing a 15% tariff and minimum import prices on polysilicon and related products.
  • T1 Energy, First Solar and Qcells called the measures a decisive win for domestic manufacturing.
  • Longi and Jinko reported first-quarter 2026 losses, saying they may move production abroad.
  • Ethiopia, South Africa, Morocco and Nigeria are expanding solar assembly but rely on Chinese components.
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