The Biden administration is reportedly considering banning imports of a critical solar panel material—polysilicon—from China’s Xinjiang region.
About half the world’s polysilicon supply comes from Xinjiang, where the Chinese government has been accused of rounding up hundreds of thousands of ethnic Uyghur Muslims as part of what the State Department has called a “genocide.” The administration is also reportedly considering a narrower ban focused on polysilicon made with forced labor from specific manufacturers.
The potential moves would crack down on human rights abuses, but could drive up PV prices and hurt the administration’s ambitious climate change goals. The import restriction would be similar to ones the Trump administration placed on cotton, tomatoes, and other products exported from Xinjiang.
Biden’s action, along with a bill sponsored by Georgia Senator Jon Ossoff for an advanced solar manufacturing production credit for domestic solar manufacturers, could spur the development of additional domestic manufacturing capacity.
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