Solar module prices expected to jump 40% under Section 232 tariff

A new tariff rule threatens to significantly raise costs for U.S. solar developers, forcing projects to accelerate imports or secure inventory before pricing takes effect.

First covered Sep 26, 2026 · 1:00 AM PT · 1 article

Solar module prices expected to jump 40% under Section 232 tariff — Image via pv-magazine.com

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22h PV Magazine Anza expects at least a 40% spike in U.S. solar module prices after Section 232 — The challenge for developers is to move quickly to secure lower costs before the minimum pricing takes effect, with the options being to secure modules already…

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2d PV Magazine U.S. solar system pricing rises for utility, C&I projects as residential costs decline

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pv-tech.org Price of US solar module imports up more than 40% since Section 232 tariffs

pv-magazine-usa.com Anza expects at least a 40% spike in solar module prices after Section 232 - pv magazine USA

pv-magazine-usa.com Section 232 tariffs push U.S. module prices to 2023 levels, but analysts see a path back to 30 cents per watt - pv magazine USA

sec.gov FIRST SOLAR, INC. - Form 10-Q - FY2025

sec.gov FIRST SOLAR, INC. - Form 10-K - FY2025

Appeared in: 2026-09-26 (#1) · 2026-09-27 (#2)

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Solar module prices expected to jump 40% under Section 232 tariff

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