To counter China's silicon dominance, US President Donald Trump signed a 15% tariff and minimum price floors on polysilicon derivatives. Dr. Deborah K. Elms, Head of Trade Policy at the Hinrich Foundation, joins BFM’s Morning Brief to analyse whether this strategy can rebuild America’s domestic manufacturing supply chain and what it means for global trade dynamics.
She breaks down the strategic national security motives behind semiconductor polysilicon versus the protectionist risks facing the solar industry, evaluates the novel trade enforcement mechanisms designed to prevent companies from front-running the December implementation deadline, outlines China’s potential response and priorities, and assesses the broader inflationary and political impact on the US economy ahead of the midterms.
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