Donald Trump has announced a 15% levy on the import of polysilicon, seen as a measure to counter China, which holds a near-monopoly on the raw material.
It is used in the production of semiconductors and solar panels.
The US imports massive amounts of polysilicon derivatives from four Southeast Asian nations — Vietnam, Malaysia, Thailand, and Cambodia — which are countries where China primarily has subsidiaries and manufacturing facilities.
To discuss this, we speak with precious metals expert David Morgan, publisher of the 'Morgan Report'.