BIS renews order temporarily denying export privileges

T1 Energy announces Commerce waiver to import up to 1.725 GW of solar cells ahead of Section 232 tariffs

T1 Energy, a Texas-based module maker, announced it received a Department of Commerce waiver allowing it to import up to 1.725 GW of solar cells for its module assembly operations in Wilmer, Texas, without penalty for stockpiling under the Section 232 tariffs that take effect December 4, 2026, when polysilicon and silicon-based solar products become subject to a 15% tariff alongside minimum import prices. Ahead of that date, Commerce's Bureau of Industry and Security issued an emergency rule setting criteria for evidence of stockpiling, import prohibition penalties for noncompliance and a process for companies to obtain a waiver.

T1 Energy says Commerce granted Section 232 stockpiling waiver for 1.725 GW of solar cell imports

T1 Energy announced that the Department of Commerce granted it a waiver allowing it to import up to 1.725 GW of solar cells for its module assembly operations in Wilmer, Texas, without penalty for stockpiling under the Section 232 tariffs that take effect December 4, 2026, when polysilicon and silicon-based solar products become subject to a 15% tariff and minimum import prices. Ahead of that date, Commerce's Bureau of Industry and Security issued an emergency rule setting criteria for evidence of stockpiling, import prohibition penalties for noncompliance and a process for companies to obtain a waiver.

BIS issues guidance to CBP on assessing U.S. content under Proclamation 11032 clause (2)(D)

The Commerce Department's Bureau of Industry and Security published guidance to U.S. Customs and Border Protection on assessing "U.S. content" for purposes of implementing tariffs under Clause (2)(D) of Proclamation 11032 of June 1, 2026. The document is a Federal Register notice; the available text does not state the products, countries, rates or an effective date.

China wafer prices hold steady as BIS stockpiling rule curbs U.S.-bound demand

China's N-type M10 and 210R wafer FOB prices were unchanged week on week at $0.149/pc and $0.153/pc, per the OPIS Global Solar Markets Report released Oct. 6, with wafer inventories estimated at around 25 GW. A temporary final rule issued in late September by the U.S. Department of Commerce's Bureau of Industry and Security restricts stockpiling of polysilicon and polysilicon derivatives ahead of Section 232 import adjustments taking effect Dec. 4, 2026, covering imports during the transition period from Sept. 22 to Dec. 3.

BIS renews temporary denial of export privileges for URAL Airlines JSC

BIS renewed for one year the temporary denial order against URAL Airlines JSC, Utrenniy Lane 1-g, Yekaterinburg, Russia 620025, first issued October 13, 2022 and last renewed September 30, 2025, finding Ural engaged in a pattern of repeated, ongoing apparent violations of the EAR. The order bars Ural and any person from participating in transactions involving items subject to the EAR, including exports, reexports and in-country transfers to or on behalf of Ural, except activity directly related to safety of flight and authorized by BIS under Section 764.3(a)(2).

BIS issues temporary final rule on polysilicon stockpiling under Proclamation 11052

BIS issued a temporary final rule, effective September 22, 2026 through December 3, 2026, setting the criteria and process it will use to monitor existing companies for evidence of stockpiling polysilicon and polysilicon derivatives ahead of import adjustments effective December 4, 2026 under Proclamation 11052. The rule limits a newly established importer's ability to stockpile, imposes import limitations on new importers that register with CBP on or after August 6, 2026, and subjects companies found to be stockpiling to an import prohibition if necessary. It also establishes the process for such companies to obtain a waiver from any import prohibitions imposed under the rule.

BIS defines zero-tariff specialty pharmaceuticals and eligible jurisdictions under Proclamation 11020

BIS issued a notice defining the pharmaceutical products and listing the jurisdictions eligible for a zero ad valorem Section 232 tariff rate under Proclamation 11020 of April 2, 2026, covering orphan-indication drugs and associated ingredients, nuclear medicines, plasma derived therapies, fertility drugs, cell therapy products, gene therapy products, antibody drug conjugates, chemical, biological, radiological and nuclear medical countermeasures, and animal health. Products and associated ingredients receive the zero rate if they are of a jurisdiction with a current or forthcoming trade and security framework agreement or meet an urgent U.S. health need.

BIS renews temporary denial of export privileges for PJSC Aeroflot

BIS renewed the temporary denial order against PJSC Aeroflot, 1 Arbat St., 119019, Moscow, Russia, for one year, finding that Aeroflot engaged in a pattern of repeated, ongoing and/or continuous apparent violations of the Export Administration Regulations. The order, first issued April 7, 2022 and most recently renewed September 16, 2025, bars Aeroflot and its successors, assigns, agents and employees from participating in any transaction involving items subject to the EAR, except activity directly related to safety of flight and authorized by BIS under Section 764.3(a)(2).

BIS renews temporary denial of export privileges for UTair Aviation JSC

BIS renewed for one year the temporary denial order issued against UTair Aviation JSC, Khanty-Mansiysk Airport, Tyumen Region, Russia 628012, finding that renewal is necessary in the public interest to prevent an imminent violation of the EAR because UTair has engaged in a pattern of repeated, ongoing and/or continuous apparent violations. The order, first issued April 7, 2022 and renewed on September 16, 2025, bars UTair and its successors, assigns, agents and employees from participating in any transaction involving items exported or to be exported from the United States that are subject to the EAR, except activity directly related to safety of flight and authorized by BIS under Section 764.3(a)(2).

BIS renews temporary denial of export privileges for Azur Air of Krasnoyarsk, Russia

BIS renewed for one year the temporary denial order issued against Azur Air, Office 29, Vzletnaya St. 57, Krasnoyarsk, Russia 660020, finding that renewal is necessary in the public interest to prevent an imminent violation of the Export Administration Regulations because Azur has engaged in a pattern of repeated, ongoing and/or continuous apparent violations of the EAR. The order bars Azur Air, its successors, assigns, agents and employees from participating in any transaction involving items exported or to be exported from the United States that are subject to the EAR, except activity directly related to safety of flight and authorized by BIS under Section 764.3(a)(2).

CBP to set AESTIR Commodity Response Code 802 to Fatal on September 25, 2026

CBP states in CSMS # 69647661 that, at BIS's request, it will set AESTIR Commodity Response Code 802 to Fatal on September 25, 2026; the code is currently set to Verify. Once set to Fatal, the EEI will be rejected and must be corrected for the submission to be accepted. Code 802 applies where the License Code or License Exemption Code indicates a BIS license claim and the license value reported on the CL1 record exceeds 110% of the BIS license value.