Making Solar & Storage Project Economics Work in the Tariffs & Transition Era

Synopsis

As U.S. tariffs on solar and storage components continue to evolve, the financial landscape for new projects is shifting. This session will explore the real-world impact of these tariffs on both capital expenditures (CAPEX) and operational expenditures (OPEX) for solar and storage projects in the U.S.

• To what extent has recent tariffs increased the cost of materials, equipment, and installation, and strategies to mitigate these cost increases?
• What is projected to be the long-term operational effects of tariffs, including maintenance and replacement costs?
• How are investors and project sponsors approaching financial planning under varying tariff conditions?