Section 232 Polysilicon Tariffs Update
Details of tariffs on US imports of polysilicon products may be announced as early as the end of this month, according to Roth Capital.
Analysis from the firm said that the Section 232 tariffs on imports of polysilicon and its derivatives could be released earlier than expected, reporting that the White House “wants to announce tariffs at [the] end of the month.”
The White House “wants to announce tariffs at [the] end of the month.”
Roth said it expected the details of the Section 232 tariffs to be “released by month end or early/mid November.” The acceleration of the decision is likely due to increasing trade tensions with China.
- Original forecast: decision by March 2026
- Current expectation: decision by end of month or early/mid November
Earlier this month, Beijing announced greater restrictions on the export of rare earth metals, citing “national security” concerns.
Author's summary: Tariffs on polysilicon imports may be announced soon.
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