Can the US solar industry withstand Section 232 tariffs on polysilicon?

The US solar market has been hammered by tariffs and other supply chain disruptions over the past few years. Notably, the AD/CVD cases on Cambodia, Malaysia, Thailand, and Vietnam and now India, Indonesia, and Laos have shifted the supply of cells and modules to the US. Now, the Section 232 investigation on polysilicon and derivative products threatens to result in steep tariffs across the entire supply chain, which could constrain the supply available to the US market. This research will help clients understand how these potential Section 232 tariffs and other trade actions could impact module demand, sourcing, and pricing in the US.