Following concurrent first five-year ("sunset") reviews, the US Department of Commerce and USITC determined that revoking the antidumping duty orders on silicon metal from Bosnia and Herzegovina, Iceland and Malaysia, and the countervailing duty order on silicon metal from Kazakhstan, would likely lead to continuation or recurrence of dumping, countervailable subsidies and material injury to the US industry. Commerce published continuation of all four orders effective 2026-09-03, so US Customs and Border Protection keeps collecting AD/CVD cash deposits at the existing rates — Kazakhstan's 120.00% economy-wide CVD rate, Bosnia and Herzegovina's 21.41% AD rate, Iceland's 37.83%-47.54% AD range, and Malaysia's 12.27% final AD rate — for a further five years absent a subsequent review.

Analyst notesShow

Mechanism

Commerce and the USITC ran concurrent first five-year sunset reviews of the December 2020/2021-vintage AD orders (Bosnia and Herzegovina, Iceland, Malaysia) and CVD order (Kazakhstan) on silicon metal, instituted 2026-03-02. The USITC found (determinations published 2026-09-03, per 2026-09-03-2026-18030) that revocation would likely lead to continuation or recurrence of material injury; Commerce reached the parallel dumping/ subsidy finding. Commerce's continuation notice, published 2026-09-15 with effective date 2026-09-03, keeps all four orders — and CBP's cash-deposit collection at the rates fixed at investigation (120.00% Kazakhstan CVD; 21.41% Bosnia AD; 37.83-47.54% Iceland AD; 12.27% Malaysia AD, per the Malaysia investigation's 2021 final determination) — in force for a further five years, subject to a next sunset review.

Downstream implications

No new duty liability is created; this is a status-quo continuation, not

an escalation — the protective wall around the ~$15-20M/yr US silicon metal import market from these four origins stays up rather than lapsing.

Chokepoint relevance is modest but real: silicon metal is a feedstock for

aluminum alloys and polysilicon: continuation keeps non-China/non-Russia silicon metal suppliers priced out of the US market at these rates, reinforcing US domestic producer (Globe Specialty Metals/Ferroglobe, Mississippi Silicon) pricing power.

Watch for a parallel action already queued this tick: the EU's own interim

review of AD measures on Chinese silicon (lodged by Euroalliages, 2026-09-01) — both jurisdictions are actively re-litigating silicon-metal trade defence in the same month.

Open questions

Whether Commerce's continuation notice sets any updated administrative

review-derived company-specific rates superseding the original investigation-era rates cited above (the notice itself, per the primary source, does not restate rates — cash deposits continue "at the rates in effect at the time of entry").

Sources

Primary: Federal Register — Silicon Metal From Bosnia and Herzegovina, Iceland, Malaysia, and the Republic of Kazakhstan; Continuation of Antidumping Duty Orders and Countervailing Duty Order

Secondary: USITC press release — sunset review determinations

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Mechanism

Downstream implications

No new duty liability is created; this is a status-quo continuation, not

an escalation — the protective wall around the ~$15-20M/yr US silicon metal import market from these four origins stays up rather than lapsing.

Chokepoint relevance is modest but real: silicon metal is a feedstock for

Watch for a parallel action already queued this tick: the EU's own interim

review of AD measures on Chinese silicon (lodged by Euroalliages, 2026-09-01) — both jurisdictions are actively re-litigating silicon-metal trade defence in the same month.

Open questions

Whether Commerce's continuation notice sets any updated administrative