“The hope is that having minimum import prices provide stability in the market for derivative products such that the business case can be made by companies in the supply chain to create a more durable and predictable supply chain,” said Beline who, when asked if the new rules could create a more resilient supply chain, was optimistic. “Section 232 is a very strong domestic manufacturing policy,” Hall said. “Beyond raising the cost of imports, it also creates meaningful incentives for companies willing to invest in US manufacturing capacity. “The biggest story is wafers, because that’s where the domestic supply chain remains the least developed today. Figures from PV Tech Research estimate that, by the end of next year, the US will have close to 100GW of module manufacturing capacity in operation, around double that of predicted operational cell manufacturing capacity, and there is even less manufacturing capacity in operation for more upstream products.