The White House set a 15% tariff on polysilicon and, separately, a hard minimum price. The two tools do very different jobs, and the gap between them explains why solar makers are watching closely.

The June reading cleared the 50 line that separates growth from contraction, but the expansion leans almost entirely on demand tied to the global AI boom.

A surprise May contraction lays bare the gap between China's humming factories and its cautious shoppers, and sharpens the question of when Beijing will move to revive demand.