The White House has imposed a 15% tariff on products derived from polysilicon, alongside a series of price floors on the essential raw material used in solar panel manufacturing.
The move, announced on Thursday, marks a significant expansion of trade barriers in the solar supply chain, targeting imports that have long been dominated by Chinese producers.
The tariffs apply to polysilicon derivative products, extending duties beyond the raw material itself to intermediate goods.
This broadening of scope aims to protect domestic manufacturing capabilities while addressing concerns over foreign subsidies and market distortion.
The price floors are designed to prevent dumping practices that have historically undercut US producers.
Solar energy stocks faced immediate pressure as investors assessed the impact on installation costs and project economics.