Made in America: Domestic Content and CAPEX

Time: 10:05 AM - 10:45 AM
Date: 21 October 2025

Synopsis

With recent IRS guidance, evolving legislative timelines, and rising demand for reliable U.S. supply chains, domestic content is no longer optional but a central pillar to project finance. This session explores the real costs, risks, and trade-offs in meeting domestic content rules, especially as projects navigate safe harbors, component shortages, tariff impacts, and policy uncertainty.

  • Are project sponsors willing to pay extra for domestically produced components?
  • How has the updated IRS elective Safe Harbor changed project CapEx planning and procurement strategy?
  • How are project timelines and completion dates being affected by domestic content sourcing, supply chain delays, and tariff / foreign-entity rules?
  • How are lenders viewing domestic content requirements in their underwriting?

Moderator

Speaker

  • Jay Merves Director, Business Development - NYCEEC
  • Gary Cicero Chief Executive Officer - CEP Renewables
  • MJ Shiao Vice President of Supply Chain and Manufacturing - American Clean Power Association (ACP)
  • Christian Roselund Senior Policy Analyst - Clean Energy Associates (CEA)

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