Section 232 Is a Price Floor, Not a Tariff: Solar Module Prices Explained.
Section 232 tariffs are reshaping solar module pricing across the United States. Tim Montague and co-host John Weaver sit down with returning guest Chris Lettman, a solar module supply chain and technology expert with Imperial Star Solar.
Chris explains why the new policy works as a price floor, not a simple tariff, setting a minimum import price plus a 15 percent tax on cells, wafers, and modules. The three break down domestic cell shortages, First Solar litigation, and how developers hedge against monthly price hikes.
Anyone buying solar panels before the December 4 deadline needs this…
The skinny
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