Navigating trade uncertainty in the US solar and storage markets
In conversation with CohnReznick
1 minute read
In partnership with CohnReznick
In this partnered report with CohnReznick, we analyse how trade policy, tariffs and regulatory changes are reshaping renewable project economics - and why the energy transition continues despite unprecedented headwinds.
Can US solar and storage withstand the tariff storm?
The US renewable energy sector faces its most complex chapter yet. "Liberation Day" tariffs, the One Big Beautiful Big Act (OBBBA), and Foreign Entity of Concern (FEOC) restrictions have fundamentally altered project economics. Yet beneath the uncertainty, powerful structural advantages keep solar and storage deployments moving forward. This partnered report examines the impacts on project finance, supply chains and power purchase agreement pricing across the US solar and storage markets.
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