US Imposes Tariffs on Polycrystalline Silicon and Derivatives
The US government announced new tariffs on polycrystalline silicon and its derivatives, implementing a price floor and additional tariffs to protect the domestic photovoltaic supply chain. This will directly impact the export costs of related raw materials and photovoltaic products to the US.
What are the key facts?
- 1Effective date: December 4, 2026
- 2Minimum price: $21/kg for polycrystalline silicon, $100/kg for wafers
- 3Additional tariff: 15% ad valorem tax on derivatives
- 4Exemption conditions: apply for exemption if expanding production in the US before 2029
What happened?
The US President recently signed an executive order imposing tariff restrictions on polycrystalline silicon and its derivatives based on trade law. Starting December 4, 2026, those submitting bids below the set minimum price will need to pay additional tariffs. There will also be a 15% ad valorem tax on derivatives, with severe consequences for those who do not declare as required. Companies investing in factories in the US may apply for exemptions if they expand production before 2029.
What does this mean for cross-border sellers?
Sellers in the relevant industry need to reassess their export costs to the US and ensure supply chain compliance to avoid issues from pricing declaration problems. Highest priority action: review product pricing strategy and tariff impact this week.