- How will tariffs affect solar installers like SunRun and panel makers like First Solar?
- What would the tariff implementation timeline look like? Is it possible to repatriate solar manufacturing to the US from China? How long would it take? Would other low cost locations ex-China in Asia or LatAm 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 nuclear or hydrogen?
- Will industry see a pull-forward in demand if there were an earlier step-down in tax credits?
- Are nat gas and First Solar (domestic solar maker) the clear winners here? How will solar inverter firms be affected (solaredge and enphase).
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Expert Interview
Slingshot members are talking to an expert! The topic is:
Discussing the Implications for the Solar Industry from Potential Tariffs and IRA Repeal
Ticker(s): RUN, AMPS, FSLR, SEDG, ENPHWho's the expert?
- With extensive legal, public policy, legislative and regulatory advocacy experience, Thomas D. “Tod” O’Connor possesses a well-developed government affairs and PAC background in the energy industry with a particular emphasis on legislative and regulatory advocacy on behalf of public utilities, solar energy, energy storage, other clean energy like wind and geothermal, energy efficiency, independent transmission project developers, distributed energy resources and renewable energy development.
- His practice features effective advocacy before the FERC, CAISO, the Congress, USDOE, USEPA, state legislatures and public utilities commissions and energy offices. He has been actively involved in major public policy issues affecting the deregulation of the natural gas, electric utility and energy industries in California specializing in accelerating the renewable energy and distributed energy markets.
Interview GoalDiscussing the Implications for the Solar Industry from Potential Tariffs and IRA Repeal. Including the following questions:
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