Enforced by the U.S. Department of Commerce, a 15% Section 232 tariff on imports of polysilicon products takes effect on December 4, leaving developers with a narrowing window to secure lower-cost supply. Anza, a solar and energy storage data and analytics company, recommends that developers prioritize inventory already in the U.S. and evaluate which additional shipments can clear customs before the December 4 deadline.

Developers should also lock in domestic-content supply, including considering whether blending domestic and imported products could reduce overall CapEx. At the same time, they should review how contracts allocate exposure to retroactive tariffs and stockpiling risks and, where possible, seek written commitments from suppliers to absorb those risks.

The 15% tariff that goes into effect in about ten weeks will raise prices on polysilicon as well as on solar ingots, wafers, cells and modules. Anza reports that the median price for imported modules was $0.27/W before the August 7 proclamation and is now $0.38/W for delivery after December 4, among suppliers that have repriced, an increase of more than 40%.

The tariff is the result of the Secretary of Commerce finding in a Section 232 investigation that the quantities and circumstances of polysilicon imports threaten harm to U.S. national security.

[Read Trump signs Section 232 tariffs, placing minimum import price on polysilicon imports]

, accelerate imports or shift procurement strategies to preserve project economics.

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