Sustainability Business podcast

Section 232 Tariffs Explained: What Developers, Corporates, and PPA Buyers Need to Know

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Host Russell Reading speaks with Kenny Schoolcraft about the U.S. Section 232 measures announced Aug 6 that set minimum import prices for polysilicon, ingots/wafers, cells and modules and add a 15% duty on covered downstream products. The rules, effective Dec 4, 2026, are intended to onshore manufacturing but will raise import costs and change project economics.

The episode covers the specific price floors, anti‑stockpiling limits, uneven geographic impacts, possible PPA price increases (broadly a 2%–7% equipment effect with some developers already moving prices higher and an estimated directional impact of about $2–$5/MWh), and how developers and corporates should manage and allocate delivery risk when negotiating PPAs.

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