🇺🇸A U.S. executive order set $21/kg polysilicon and $100/kg ingot/wafer floors, plus 15% tariffs on listed derivatives.

President Donald Trump signed an executive order under Section 232 of the Trade Expansion Act of 1962 covering imported polysilicon and related products. The order established minimum import prices of $21 per kilogram for polysilicon and $100 per kilogram for polysilicon ingots and wafers.

The same program set minimum prices of $0.22 per watt for solar cells and $0.38 per watt for solar modules. A separate 15% ad valorem tariff applies to polysilicon ingots and other derivative products listed in the order’s annex.

The measures take effect at 12:01 a.m. U.S. Eastern Time on Dec. 4, 2026. The order also authorizes the Commerce Department to create a “return to America” incentive program under which qualifying companies that commit to U.S. production facilities and begin construction by Jan. 20, 2029, may seek Section 232 tariff exemptions for certain imported equipment and products.