- 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?
This project has been flagged by a community member as inappropriate due to reason below.*
Expert Interview
Slingshot members are talking to an expert! The topic is:
A Second Look: Discussing the Implications for the Wind Industry from Potential Tariffs and IRA Repeal
Ticker(s): GE, NRDXF, VWDRY, GCTAYWho's the expert?
- Innovation/R&D manager with extensive experience in power generation, renewable energy and aerospace.
- Comfortable discussing the renewable energy space and how GE Renewable Energy's capabilities are differentiated in this market
- Areas of expertise include global cross-functional team leadership, program management, international business, research & analysis, product development, NPI, validation, and hardware/software development.
- Former R&D Program Manager for GE onshore wind in the Advanced Technologies & Sciences group. Served as Scrum Master to manage the development of cloud-based multibody simulation and analysis tools. In past roles, managed product development through all stages of the design review process from concept to commercialization with a focus on value and cost of energy.
- "My portfolio career has spanned over 25 years, mostly in power generation at fortune 500 companies, including extensive experience in renewable energy and at GE. I’ve managed R&D programs for both onshore and offshore wind as well as wind/solar and wind/battery hybrid systems. My educational background is a combination of mechanical engineering and business."
Interview GoalDiscussing the Implications for the Wind Industry from Potential Tariffs and IRA Repeal including the following questions:
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