More than a month after the U.S. introduced price floors and new tariffs on polysilicon products with its Section 232 proclamation, the median price for imported solar modules has jumped by more than 40%, according to solar and energy data company Anza.

On August 6, 2026, the U.S. announced a 15% additional tariff on certain polysilicon products and set minimum import prices for polysilicon, wafers, and solar cells and modules, regardless of the country of origin.

The tariffs and minimum import prices will come into effect on December 4, 2026. In the month since the Section 232 proclamation, solar module suppliers have moved quickly to repricing and adjust prices as developers rush to secure lower cost supply before the minimum import price takes effect.

The median price for imported modules was $0.27/W before the proclamation and is now $0.38/W for deliveries after December 4, the company says.

As of September 9, 2026, 55% of the active suppliers on Anza’s solar platform had adjusted their prices after the Section 232 proclamation, covering 65% of modules on the platform.

“December 4 may be the effective date, but developers can’t treat it as the deadline to make a procurement decision. Modules need time to ship and clear U.S. Customs before then, and lower cost supply available ahead of the deadline is already tightening. Developers need to understand what is available now, at what price and on what terms, and move quickly on the strategy that makes the most sense for their project,” said Aaron Hall, President of Anza.

The company said developers should reassess procurement strategies to focus on inventory already cleared through U.S. Customs, modules that can clear customs before December 4, domestic content supply, and contractual allocation of tariff and stockpiling risks.

It also advised developers to assess domestic content requirements, noting that domestic cell and wafer capacity remains limited.

Anza further recommended that developers review contracts for potential retroactive tariff and stockpiling exposure and seek written commitments from suppliers to absorb those risks where possible.

To prevent companies from stockpiling products ahead of the December 4 deadline, the U.S. Department of Commerce has temporarily introduced restrictions and monitoring requirements on imports of polysilicon and its derivatives. The rule will be in effect from September 22 through December 3, 2026.

The Department of Commerce said that trade data from the week after the publication of the proclamation showed dramatic increases in polysilicon imports from some importers of record compared to their historical weekly average import volumes.