The Trump administration will stick with a 120-day timeline for a new 15% polysilicon tariff and price floor announced 7 August 2026, dismissing industry requests to accelerate implementation to 90 days.
The Trump administration is expected to reject requests from some US solar manufacturers to accelerate the implementation of a proposed 15% tariff and price floor on imported polysilicon products. The measures could be announced as early as Thursday but are expected to take effect 120 days after the announcement, according to sources familiar with the matter.
Solar manufacturers pushed for a faster rollout because the longer window gives Chinese producers—who dominate polysilicon supply—time to dump inventory into the US market before duties take effect. A 120-day delay would essentially hand competitors an extra 30 days from the usual 90 days to undercut domestic rivals.
The Commerce Department’s investigation concluded that polysilicon product imports pose a national security risk, justifying both the tariff and a price floor on imported goods. The administration did not immediately comment on why it rejected the expedited approach, but a White House official noted it is examining domestic production capabilities in tandem with the policy.
Faster implementation would have given US manufacturers breathing room to ramp up production. The 120-day timeline instead leaves the sector exposed to a concentrated wave of Chinese sales designed to preempt tariff enforcement.
Earlier, the Trump administration announced it is considering imposing a 15% tariff and minimum import prices on polysilicon and related solar products, including wafers, cells, and panels, following a Section 232 national security investigation.
