Trump orders trade talks, not new tariffs, after Section 232 wind turbine probe

President Donald Trump signed a proclamation following a Section 232 investigation, launched by the Commerce Department in August 2025, into imports of wind turbines and their components, directing Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer to open or continue negotiations with trading partners and report on progress within 180 days. The proclamation states the U.S. is reliant on wind turbine and part imports and that foreign-made turbines and parts present unique cybersecurity risks, citing inverters in particular.

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.

USITC finds material injury from solar imports from India, Indonesia and Laos

The USITC's final vote finds material injury from solar imports from India, Indonesia and Laos, following Commerce's affirmative dumping and subsidy findings, securing issuance of federal antidumping and countervailing duty orders. The item does not state the cash deposit rates or the effective date of the orders.

USITC finds injury from solar cell imports from India, Indonesia and Laos

The U.S. International Trade Commission found in a Wednesday vote that U.S. solar manufacturing has been injured by imports of crystalline silicon photovoltaic cells from India, Indonesia and Laos, aligning with Commerce's finding last month and setting up Commerce to finalize antidumping and countervailing duty orders. Counsel for petitioner the Alliance for American Solar Manufacturing and Trade said dumping margins for India were 123% for all producers and countervailing duty rates 126%, and that the alliance expects final orders on Nov. 2. The ITC said it will release its full report on Nov. 23.

USITC finds material injury from solar cell imports from India, Indonesia and Laos

The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, clearing the way for Commerce to issue AD/CVD orders in early November 2026. Combined rates reach as high as 249% for India, 268% for Indonesia and 219% for Laos, stacking on existing executive tariffs and Section 232 minimum import price floors. Final dumping margins are 123.04% for all Indian producers, 94.36% for all Indonesian producers and 65.43% for all Lao exporters, with countervailing rates of 126.09% for India, 73.2% to 173.7% for Indonesia and 82.03% to 153.67% for Laos.

USITC finds material injury in Solar IV case on cells and modules from India, Indonesia and Laos

The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, finding that dumped and subsidized imports materially injure domestic solar manufacturers. Commerce is scheduled to issue AD and CVD orders in early November 2026, with combined rates as high as 249% for India, 268% for Indonesia and 219% for Laos. Final dumping margins are 123.04% for all Indian producers with a 126.09% countervailing rate, 94.36% for all Indonesian exporters with countervailing rates of 73.2% to 173.7%, and 65.43% for all Laotian exporters with countervailing rates of 82.03% to 153.67%.

USITC makes affirmative final injury determination on solar cells and modules from India, Indonesia and Laos

The U.S. International Trade Commission issued an affirmative final injury determination in the AD/CVD investigations of silicon solar cells and modules from India, Indonesia and Laos, finding that the domestic solar panel manufacturing industry has been harmed by unfairly priced imports from the three countries. Commerce issued its final tariff calculations last month and will issue the AD/CVD orders on November 2, after which CBP will begin collecting cash deposits on subject solar cells and modules from India, Indonesia and Laos. The Alliance for American Solar Manufacturing and Trade petitioned for the investigation in July 2025, alleging that manufacturers relocated operations to the three countries to avoid existing tariffs.

USITC makes affirmative final injury determinations on solar cells from India, Indonesia and Laos

The USITC determined on October 14, 2026 that a U.S. industry is materially injured by reason of imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos that Commerce found sold at less than fair value and subsidized, in Inv. Nos. 701-TA-772-774 and 731-TA-1756-1758 (Final). As a result, Commerce will issue antidumping and countervailing duty orders on these products from the three countries. The USITC made negative critical circumstances determinations for certain imports from India and Laos and affirmative critical circumstances determinations for certain imports from Indonesia.

CIT denies GameChange Solar challenge to scope ruling on off-grid solar charging modules from China

The U.S. Court of International Trade denied GameChange Solar Corp.'s motion for judgment on the agency record in Court No. 24-00174, upholding Commerce's final scope ruling that the company's off-grid solar charging module is within the scope of the 2012 antidumping and countervailing duty orders on crystalline silicon photovoltaic cells from China. In Slip Op. 26-125, Judge Timothy C. Stanceu found the plain scope language dispositive and rejected GameChange's arguments that Commerce failed to identify specific scope language and that the consumer good and off-grid CSPV panel exclusions applied.

Report: US polysilicon minimum import price increase may slip past Dec. 4

Industry checks reported by pv magazine indicate that an increase in US minimum import prices under the polysilicon Section 232 framework may not occur until after Dec. 4, with implementation potentially moving into early 2027, reflecting Commerce's desire to observe how the initial proclamation operates and to gather further investor feedback. The report says Commerce and CBP are expected to scrutinize imports declared at the minimum price, and shipments may be detained while the underlying transaction is verified.

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.

Global polysilicon prices hold steady as China price gains meet buyer resistance

U.S. Commerce temporary final rule restricts polysilicon stockpiling ahead of Section 232 import adjustments

The U.S. Department of Commerce issued a temporary final rule restricting stockpiling of polysilicon and its derivatives ahead of Section 232 import adjustments taking effect on Dec. 4, 2026, covering imports during the transition period from Sept. 22 to Dec. 3. The rule followed trade data showing a sharp increase in polysilicon imports after the Section 232 measures were released in early August. One market participant said the rule could curb China-origin wafers, cells and modules entering through circumvention channels involving smaller traders and companies, with limited direct impact on global polysilicon demand.

Toyo announces $240 million in module supply agreements ahead of Texas factory ribbon cutting

Toyo Co., Ltd. announced binding module supply agreements with multiple U.S. offtakers worth approximately $240 million, with the modules to be manufactured at its Humble, Texas facility for utility-scale, commercial and industrial, community solar and data-center projects. The company will hold a ribbon cutting on Oct. 6 for the start of work on its 1.5 GW HJT solar cell plant and full-scale operation of its co-located 2 GW module assembly facility, an event that will include a speech by U.S. Under Secretary of Commerce for Industry and Security Jeffrey Kessler.

CBP issues guidance on polysilicon import ban under Proclamation 11052

CBP states in CSMS # 69994928 that, under Commerce's Temporary Final Rule implementing Proclamation 11052 (91 FR 51975), an importer of record that Commerce determines is importing polysilicon products in volumes substantially greater than its historic averages, or that a new importer of record is exceeding applicable weekly quantity limits, is prohibited from making further entries of certain polysilicon products until December 4, 2026. The goods may be moved to a bonded warehouse but may not be entered for consumption before that date. Affected importers may apply to Commerce to waive the prohibition.

Commerce finds EEPV made no below-normal-value sales in Taiwan solar AD review

Commerce determines in the final results of the antidumping duty administrative review of certain crystalline silicon photovoltaic products from Taiwan that EEPV Corp. did not sell subject merchandise in the United States at prices below normal value during the period of review, February 1, 2024, through January 31, 2025. The final results are applicable September 16, 2026. The review covers the antidumping duty order on certain crystalline silicon photovoltaic products from Taiwan, 80 FR 8596, and follows the preliminary results at 91 FR 25862.

Commerce issues final affirmative countervailing duty determination on solar cells from Indonesia

Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia during the period of investigation of January 1, 2024, through December 31, 2024, and a final affirmative determination of critical circumstances, in part. The determination applies as of September 16, 2026. The notice does not state the cash deposit rates.

Commerce issues final affirmative LTFV determination on solar cells from India

Commerce issued a final affirmative determination that crystalline silicon photovoltaic cells, whether or not assembled into modules, from India are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative critical circumstances determination in part; the notice is applicable September 16, 2026, and the period of investigation is July 1, 2024, through June 30, 2025. The notice does not state the final weighted-average dumping margins or cash deposit rates.

Commerce issues final affirmative countervailing duty determination on solar cells from Laos

Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from the Lao People's Democratic Republic, with a final affirmative determination of critical circumstances, in part. The period of investigation is January 1, 2024, through December 31, 2024, and the determination is applicable September 16, 2026. The notice does not state the cash deposit rates.

Commerce issues final affirmative LTFV determination on solar cells from Indonesia

Commerce determines that imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative determination of critical circumstances, applicable September 16, 2026. The period of investigation is July 1, 2024, through June 30, 2025. The notice does not state the cash deposit rates.

Commerce issues final affirmative LTFV determination on solar cells from Laos

Commerce determines that crystalline silicon photovoltaic cells, whether or not assembled into modules, from the Lao People's Democratic Republic are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative determination of critical circumstances, in part. The period of investigation is January 1, 2025, through June 30, 2025, and the determination is applicable September 16, 2026. The notice does not state the cash deposit rates.

Commerce issues final affirmative countervailing duty determination on solar cells from India

Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, for the period of investigation April 1, 2024, through March 31, 2025, applicable September 16, 2026. Commerce also made a final affirmative critical circumstances determination, in part. The notice does not state the cash deposit rates.