00:02Today it s tuesday september 29th let's take a look at a key development in korea s industry sector
00:08u.s solar module prices have jumped 40 percent this year hanwha and oci holdings are riding
00:14that price surge to stronger earnings polysilicon prices alone climbed 157.7 percent new u.s.
00:24tariffs and trade barriers have pushed solar module and polysilicon prices sharply higher
00:29한화 Solutions and OCI Holdings both benefit directly from the price run-up in their U.S. operations.
00:36Section 232 tariffs are reshaping the competitive landscape for solar supply chains.
00:42Here's what the numbers show.
00:4440.7%.
00:45That's how much U.S. solar module prices have risen this year, from $0.27 to $0.38 per watt.
00:54Polysilicon prices jumped 157.7% over the same period, from $9 to $21 per kilogram.
01:04한화 Solutions and OCI Holdings both stand to benefit given their exposure to U.S. solar manufacturing.
01:11New Section 232 tariffs and a 30% minimum import price rule are reinforcing the price gains.
01:19Separately, Hyundai and Kia have topped 15 million RV sales in the U.S. market, a record for both brands.
01:26So what does this mean for global supply chain managers?
01:30Earlier, we said U.S. solar module prices have jumped more than 40% this year.
01:35Here's what that actually means for you.
01:37Korean solar suppliers with U.S. manufacturing footprints are capturing outsized margin gains from tariff-driven price increases,
01:45a trend likely to continue as trade barriers stay in place.
01:49Hyundai and Kia's RV sales record shows Korean manufacturers extending gains across multiple U.S. market segments at once.
01:58Hanwha Solutions and OCI Holdings upcoming earnings reports.
02:02Further, Section 232 tariff actions affecting solar imports.
02:07Hyundai and Kia's RV sales momentum in the coming quarters.
02:12That's today's AI Prism, Industry Daily.
02:15This episode was produced with AI assistance based on Seoul Economic Daily reporting and reviewed by a human editor.
02:23AI Prism is a Juan IFRA award-winning series.
02:26We'll be back tomorrow.
02:27уса Cousins."
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