U.S. Section 232 Solar Tariffs Set $0.38/W Module Price Floor (August 6, 2026)

On August 6, 2026, President Trump signed a Section 232 proclamation establishing minimum import prices and a 15% ad valorem tariff on imported polysilicon and derivative products, taking effect December 4, 2026. The order sets floor prices of $0.38/watt for modules (representing a ~40% increase over pre-tariff median module prices) and $0.22/watt for solar cells. Although hardware represents ~20% of total installation costs, overall project costs for new installations are projected to increase by 3% to 5%.