Oman-based United Solar has welcomed the measures announced by the US to strengthen its domestic polysilicon industry and to improve the resilience of its solar and semiconductor supply chains.
The Proclamation, signed on August 6, establishes a minimum import price of $21 per kg for polysilicon, together with price floors for polysilicon ingots and wafers, solar cells and solar modules. The
It also imposes an additional 15% ad valorem duty on downstream polysilicon derivatives. The measures take effect on December 4.
Lauding the key US initiative, the Omani group said the action reflects a growing recognition that polysilicon is a strategically important material rather than an ordinary commodity input.
United Solar supports the objective of building diversified, secure supply chains and welcomes the clarity the measures provide to manufacturers making long-term sourcing decisions.
The minimum import price applies to imports of polysilicon of every origin. We believe this changes how polysilicon will be purchased. Where unit price has long been the dominant consideration, purchasers in the US will increasingly weigh the security, traceability and diversity of their supply.
The measures also distinguish between tiers of the value chain. Raw polysilicon carries the minimum import price but no additional ad valorem duty, while ingots, wafers, cells and modules carry both the minimum import price and the 15 percent duty.
We believe this structure supports investment in United States domestic ingot, wafer and cell manufacturing by keeping feedstock accessible while encouraging conversion to take place domestically. The Proclamation also authorizes the Secretary of Commerce to grant tariff relief to companies that commit to onshoring the solar value chain. United Solar is well positioned to support that build-out as a supplier of high-purity polysilicon.
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