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New Trade Measures Split US Solar Industry on Protection, Price Hikes

energyintel.com · last updated

US President Donald Trump’s proclamation of new Section 232 tariffs and Minimum Import Price (MIP) floors marks a turning point in the country’s decades-long effort to re-shore domestic solar manufacturing. By walling off a domestic market for polysilicon and its derivatives, the policy aims to break foreign control of a supply chain critical to both military modernization and clean-energy infrastructure. It has also split the industry, pitting domestic suppliers who welcome the shield against developers warning of higher procurement costs, project delays and demand destruction just as utility loads surge. Enduring demand is likely to support continued solar build-out.

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