United Solar has welcomed new measures announced by the United States to strengthen domestic polysilicon production and enhance the resilience of the country’s solar and semiconductor supply chains.
Signed on August 6, 2026, the Proclamation sets a minimum import price of US$21 per kilogram for polysilicon, along with price floors for polysilicon ingots and wafers, solar cells, and solar modules. It also introduces an additional 15% ad valorem duty on downstream polysilicon derivatives. The measures will take effect on December 4, 2026.
The action reflects a growing recognition that polysilicon is a strategically important material rather than
an ordinary commodity input. United Solar supports the objective of building diversified, secure supply
chains and welcomes the clarity the measures provide to manufacturers making long-term sourcing
decisions.
The minimum import price applies to polysilicon of all origins. This will change how polysilicon is
purchased. Where unit price has long been the dominant consideration, purchasers in the United States
will increasingly weigh the security, traceability, and diversity of their supply.
The measures also distinguish between tiers of the value chain. Raw polysilicon is subject to the
minimum import price but no additional ad valorem duty. In contrast, ingots, wafers, cells, and modules
are subject to both the minimum import price and the 15 percent ad valorem duty. We believe this
structure supports investment in the United States domestic ingot, wafer, and cell manufacturing by
keeping feedstock accessible while encouraging conversion to occur domestically. The Proclamation also
authorizes the Secretary of Commerce to grant tariff relief to companies that commit to onshoring the
solar value chain. United Solar is well-positioned to support that build-out as a supplier of high-purity
polysilicon.
The measures impose meaningful compliance obligations on importers, including entry certification and
consequences for inaccurate documentation. Rigorous standards of this kind serve the purpose of the
action. United Solar has invested in traceability and verification from the outset, and we welcome
requirements that distinguish supply that can be verified from supply that cannot.
United Solar’s 100,000-ton-per-year polysilicon facility in Oman’s Sohar Free Zone began operations in
January 2026. At full capacity, the facility is expected to produce approximately 40 gigawatts of solar
modules annually.
United Solar is an FEOC-compliant producer of high-purity polysilicon and supplies tier-one wafer, cell,
and module manufacturers with fully traceable material. The company welcomes verification of its supply
chain and is prepared to support independent third-party audits, certificate-of-origin documentation, and
supply-chain due diligence consistent with international standards.
“The United States has recognized 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 lowest price but scale, reliability, and verified traceability.
Buyers need suppliers who can demonstrate where their material comes from rather than 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.”
The Sohar facility advances Oman’s economic diversification agenda under Oman Vision 2040 and is
expected to create nearly 3,000 direct and indirect jobs.
United Solar remains committed to supporting its customers and partners with a reliable, fully traceable
supply and to contributing to a more resilient and diversified global solar supply chain.
United Solar is a leading producer of high-purity polysilicon, a critical raw material used in solar panel manufacturing. The company operates an advanced polysilicon production facility in Oman, using cutting-edge technologies and modular plant designs to manufacture cost-competitive polysilicon at scale. Its operations adhere to stringent international standards for quality, traceability, and environmental responsibility, supporting United Solar’s goal of developing a secure, resilient, and globally competitive solar supply chain.
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