United Solar has welcomed new measures by the US aimed at strengthening domestic polysilicon production and improving the resilience of solar and semiconductor supply chains.

The measures, outlined in a Proclamation signed on August 6, 2026, establish a minimum import price of $21 per kilogram for polysilicon, alongside price floors for polysilicon ingots and wafers, solar cells and modules.

They also introduce an additional 15 per cent ad valorem duty on downstream polysilicon derivatives.

The measures are due to take effect on December 4, 2026.

United Solar said the action reflects growing recognition of polysilicon as a strategically important material rather than a conventional commodity input.

The company said it supports efforts to develop more diversified and secure supply chains while providing greater clarity for manufacturers making long-term sourcing decisions.

The minimum import price will apply to polysilicon imports from all origins, potentially changing purchasing priorities for US buyers.

United Solar said purchasers are likely to increasingly consider supply security, traceability and diversity alongside price.

The measures differentiate between stages of the solar value chain. Raw polysilicon will be subject to the minimum import price but not the additional duty, while ingots, wafers, cells and modules will face both the price floor and 15 per cent duty.

United Solar said the structure could encourage investment in US-based ingot, wafer and cell manufacturing by keeping polysilicon feedstock accessible while supporting domestic downstream production.

The Proclamation also allows the Commerce Secretary to grant tariff relief to companies committing to onshore parts of the solar value chain.

The company said it is positioned to support such expansion as a supplier of high-purity polysilicon.

It also welcomed compliance requirements, including certification at entry and penalties for inaccurate documentation, saying stronger verification standards can help distinguish traceable supply from material that cannot be verified.

“The United States has recognised polysilicon as a strategic material, and we welcome that,” said Binyam Giorgis, Group CFO of United Solar. “When a price floor applies to polysilicon of every origin, the question for a buyer is no longer just the cheapest price but scale, reliability and verified traceability. Buyers need suppliers who can demonstrate where their material comes from rather than simply assert it. That is what United Solar was built to provide, and we will continue to support our customers and partners as these measures take effect.”

United Solar’s 100,000-tonne-per-year polysilicon facility in Oman’s Sohar Free Zone began operations in January 2026.

At full capacity, the facility is expected to support production of about 40 gigawatts of solar modules annually.

The company said the facility supports Oman’s economic diversification goals under Oman Vision 2040 and is expected to create nearly 3,000 direct and indirect jobs. -OGN/TradeArabia News Service