- 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
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A Second Look: Discussing the Implications for the Solar Industry from Potential Tariffs and IRA Repeal
Ticker(s): RUN, FSLR, SEDG, ENPHWho's the expert?
Institution: Sole Proprietor
- Interdisciplinary professional with subject matter expertise covering the intersection of business and technology drawing on 15+ years of practical experience. I have worked within award-winning environmental and cleantech businesses while based in California and the Southeastern US, specializing in distributed energy resources (DER’s) and grid impact for renewable energy systems, battery power storage, microgrids, VPP, EV/Fleet charging, demand response, energy efficiency, and DSM, in fields such as green building, power generation, smart cities, and smart grid, for critical outcomes areas of decarbonization, electrification, GHG drawdown, and triple-bottom-line benefits. 15+ years of consulting experience has been rewarding providing solutions for clients on five continents.
Interview GoalDiscussing the Implications for the Solar Industry from Potential Tariffs and IRA Repeal. Including the following questions:
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