The Trump administration announced minimum import prices and 15% tariffs on polysilicon and solar products, effective December 4, 2026, to protect domestic US supply chains.
The tariffs and floor prices directly increase input costs for US solar manufacturers and installers. Polysilicon at minimum $21/kg, wafers at $100/kg, cells at $0.22/W, and modules at $0.38/W establish price floors that raise the cost basis for downstream solar projects. Domestic solar deployment costs will rise, affecting residential and utility-scale project economics.