US Launches Section 232 National Security Probes into Imported Polysilicon and Its Derivatives

Published: Jul 17, 2025 13:33
According to the latest news, on July 14 local time, the US Department of Commerce's Bureau of Industry and Security (BIS) published two important documents in the Federal Register, officially announcing the initiation of investigations to determine the effects on the national security of imports of polysilicon and its derivatives, as well as imported drones and related components.

According to the latest news, on July 14 local time, the US Department of Commerce's Bureau of Industry and Security (BIS) published two important documents in the Federal Register, officially announcing the initiation of investigations to determine the effects on the national security of imports of polysilicon and its derivatives, as well as imported drones and related components.

It is reported that this investigation was initiated by the US Department of Commerce under section 232 of the Trade Expansion Act of 1962. This law authorizes the Department of Commerce to conduct investigations into the impact of imported products on national security. Within 270 days of initiating the investigation, the Department of Commerce must submit an investigation report to the President and propose recommended measures to address national security threats. Subsequently, the President will decide whether to agree with the Department of Commerce's conclusions and whether to take action (such as imposing tariffs) to adjust relevant imports, thereby mitigating their impact on national security.

Key focuses of this investigation:

(i) the current and projected demand for polysilicon and its derivatives in the United States;

(ii) the extent to which domestic production of polysilicon and its derivatives can meet domestic demand;

(iii) the role of foreign supply chains, particularly of major exporters, in meeting United States demand for polysilicon and its derivatives;

(iv) the concentration of U.S. imports of polysilicon and its derivatives from a small number of suppliers and the associated risks;

(v) the impact of foreign government subsidies and predatory trade practices on the competitiveness of the polysilicon and its derivatives, in the United States;

(vi) the economic impact of artificially suppressed prices of polysilicon and its derivatives due to foreign unfair trade practices and state-sponsored overproduction;

(vii) the potential for export restrictions by foreign nations, including the ability of foreign nations to weaponize their control over supplies of polysilicon and its derivatives;

(viii) the feasibility of increasing domestic capacity for polysilicon and its derivatives to reduce import reliance;

(ix) the impact of current trade policies on domestic production of polysilicon and its derivatives, and whether additional measures, including tariffs or quotas, are necessary to protect national security; and

(x) any other relevant factors.

Please note that this news is sourced from https://m.solarbe.com/21-0-50004106-1.html and translated by SMM.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
1 hour ago
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
Read More
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
It is understood that the National Energy Administration has officially approved the power source allocation plan for the "Qaidam Desert Base (East Golmud) Base". The planned construction scale of the power source projects at this base is 17.44 million kilowatts, including 10 million kilowatts of photovoltaic power, 5 million kilowatts of wind power, 2.64 million kilowatts of coal-fired power, 0.1 million kilowatts of solar thermal power, and 1.5 million kilowatts (for 4 hours) of electrochemical energy storage. The total investment in the projects is about 86 billion yuan. The new energy will be transmitted to Guangxi through the "Qinghai-Guangxi DC" UHV power transmission project. Currently, significant progress has been made in the preliminary work of the "Qinghai-Guangxi DC" project, w
1 hour ago
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
Feb 6, 2026 09:17
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
Read More
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
Armenia’s cumulative solar capacity has surged to 1.1 GW following the addition of approximately 615 MW in 2025. This rapid expansion has pushed solar's share of electricity generation to around 15%, effectively meeting the country's 2030 target years ahead of schedule. The growth is heavily driven by a net-metering scheme supporting over 50,000 autonomous producers (totaling 650 MW), though the government ended loan subsidies for rooftop solar in July to shift focus toward battery storage.
Feb 6, 2026 09:17
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Feb 5, 2026 17:36
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Read More
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Feb 5, 2026 17:36