- How will tariffs affect turbine firms like GE Vernova, Vestas, Siemens? What would the tariff implementation timeline look like?
- Will European manufacturing satisfy Republican legislators? Which firms benefit and which are harmed?
- Will ITC/PTC phase outs dates be pulled forward? Implications?
- How will utilities meet their rising demand needs if they don’t use wind?
- Will the need for renewable power continue to grow, even if subsidies decline and economics worsen, such that installation volumes over a multiyear period may not change much as a result of changes in ITC/PTC policies?
- Will the industry see a pull-forward in demand if there were an earlier step-down in tax credits? Is nat gas the clear winner here?
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Expert Interview
Slingshot members are talking to an expert! The topic is:
Discussing the Implications for the Wind Industry from Potential Tariffs and IRA Repeal
Ticker(s): GE, NRDXF, VWDRY, GCTAYWho's the expert?
Institution: DEIF Inc.
- I have worked in wind turbine sales since 2007. Most of my experience has been related to services; however, I do have experience related to new turbine sales.
- I have worked for 3 of the major turbine OEMs and 3 turbine equipment suppliers.
- I have a technical background and worked very closely with my company and customer colleagues in HQ and the field.
- I am an externally focused senior leader with a proven history of providing solutions across the nuclear, fossil fuel and renewable energy sectors. Over 30 years, I developed extensive experience with commercial, technical and operational aspects of challenging projects from development to execution. My enthusiastic and engaging communication style allows me to engage well within all levels of the organizations I have worked for and customers I have served. I am striving to expand the use of our existing energy resources by enabling our large pool of skilled workers to flourish in their careers.
Interview GoalDiscussing the Implications for the Wind Industry from Potential Tariffs and IRA Repeal including the following questions:
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