The Trump administration is set to announce a 15% tariff on polysilicon imports, accompanied by a series of price floors on products derived from the material.
The move targets the essential raw material used in manufacturing both solar panels and semiconductors, marking a direct intervention in the supply chain for these critical industries.
According to reports from The Globe and Mail, the announcement is expected as early as Thursday.
The policy is designed to protect U.S. polysilicon factories from competition, particularly from Chinese producers who have dominated the global market.
By establishing price floors, the administration aims to prevent a race to the bottom that has historically pressured domestic margins.
This development adds a new layer to the broader trade strategy currently unfolding.