So while durable protectionist policies will likely push U.S. energy storage buyers to seek U.S.-assembled batteries, tariffs on key inputs mean those locally-produced alternatives will cost...
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Two major areas of international trade that will remain causes of concern for energy storage projects are the application of tariffs and supply chain integrity.
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There are also indications that the US administration may consider other tariff proposals impacting energy storage, such as a 10-20% universal tariff, tariffs of up to 60% across the board on Chinese
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As this previously imported solar module inventory is depleted and suppliers fully incorporate the new tariffs into pricing, we''re anticipating pricing increases for both solar modules
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The OBBB and proposed tariffs represent a double-edged shift for the U.S. clean energy sector. In the near term, they are already raising system costs, constraining imports, and amplifying
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While existing warehoused battery inventory offers a temporary buffer, analysts warn that by 2028 U.S. energy storage demand could exceed 100 GWh, sparking a supply scramble if tariffs persist.
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The Biden administration''s announcement marks a significant shift in the tariff framework for the energy storage industry. Under the new structure, the Section 301 tariff rate on lithium-ion non
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This year has been tumultuous for the energy storage sector, with the industry plagued by significant uncertainty surrounding tariffs and new legislation, in particular U S imports from China — the source
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New analysis from Clean Energy Associates (CEA) and Wood Mackenzie highlights the challenges facing the US battery storage market due to trade tariffs.
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“With tariff rates of 145 percent and the potential for additional tariffs, the impacts are already being felt,” Daniel Finn-Foley, the vice president of energy storage at CEA and one of the
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