U.S. Section 232 Polysilicon Import Adjustments and Stockpiling Rule

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 Dec. 4, 2026. The restriction covers imports during the transition period from Sept. 22 to Dec. 3, 2026. 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 the United States. The reports do not state the rate or scope of the underlying Section 232 adjustments. A later report noted global polysilicon prices held steady as China price gains met buyer resistance; it did not address the U.S. measure.

Generated by AI from the reports · updated 16 days ago