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Solar Stocks Rise After Trump Imposes 15% Tariff, Minimum Prices on Polysilicon Imports
The White House imposed a 15% Section 232 tariff and minimum price floors on polysilicon imports effective December 4, 2026 ($21/kg polysilicon, $100/kg ingots and wafers, $0.22/watt cells, $0.38/watt modules), targeting Chinese competition and authorizing a Commerce Department incentive program for domestic polysilicon production investment; First Solar (+4.7%), Enphase (+2.3%) and SolarEdge (+1.7%) shares jumped premarket on the news.
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