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Home - Solar Industry - US is launching the National Security Condition in the import of Polysilicon
Solar Industry

US is launching the National Security Condition in the import of Polysilicon

solarenergyBy solarenergyJuly 15, 2025No Comments2 Mins Read
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The US Department of Commerce (DOC) says that it will investigate the potential for export restrictions through abroad, as well as their ability to ‘arm’ their control over the Polysilicon supplies.

July 15, 2025
Emiliano Bellini

The American Doc said this week that it started a national security investigation into the import of Polysilicon and its derivatives.

The doc said that the investigation of section 232 is aimed at assessing the assets of both the domestic and foreign polysilicon industry to meet the current demand in the United States. The Ministry also wants the impact of foreign government subsidies, “predatory” commercial practices, artificially suppress the prices of polysilicon as a result of foreign “unfair” commercial practices and overproduction of the state.

The American authorities said that they will also investigate the potential for export restrictions through abroad, as well as their ability to ‘arm’ their control over the Polysilicon stocks.

The research will also analyze the possible impact of current trade policy and the final introduction of rates or quotas to, among other things, protect national security.

US President Donald Trump has issued an executive order that one Extra rate of 10% for goods from China At the beginning of February. This means that solar energy sources, including polysilicon, imported from China are already subject to 60% rates under Section 301 of the 1974 US Trade Act.

A branch letter from Roth Capital Partners in March indicated that Trump could initiate a new study on behalf of the American Polysilicon industry to determine the effect of importing on national security, a movement that would inevitably raise import prices even higher.

See also  China's polysilicon is hitting a cost floor as manufacturers curtail production due to weak demand

Marius Mordal Bakke, Vice President for Solar Research At Rystad Energy at the time, the prices for non-Chinese polysilicium amounted to around $ 18/kg up to $ 25/kg. Chinese polysilicon currently costs around $ 4.70/kg.

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