Publications | tariffs

Battery Gold Rush

August 26, 2026

Topics China, tariffs, storage, BESS, battery, risk, FEOC, data center, tolling agreement, long duration, arbitrage

August 21, 2026

Topics solar, wind, data centers, tariffs, FEOC, nuclear, electricity prices, developer returns, SMRs, US generating capacity

Keith Martin
August 6, 2026

Topics solar, tariffs, Trump, polysilicon, cells, minimum import price, wafers, section 232

June 9, 2026

Topics solar, wind, construction start, tax equity, tariffs, physical work, debt, interest rates, FEOC, market pause

February 18, 2026

Topics solar, wind, tariffs, Trump, permitting reform, Congress, federal approvals, Burgum, mid-term elections, nuclear

February 21, 2025

Topics financing, Insurance, tariffs, Trump, domestic content, renewable energy market, approval delays, DeepSeek, executive orders, inbound investment, slowdown, electricity demand

Martin Masse
February 3, 2025

Topics Mexico, China, tariffs, Trump, response, Canada, practical advice

December 2, 2024

Topics PTC, renewables, Start Construction, offshore wind, ITC, Batteries, IRA, Inflation Reduction Act, tariffs, Trump, Congressional Review Act, transition relief, storage, rescind, repeal, rollback, grandfather

November 18, 2024

Christopher Psihoules
June 23, 2023

Topics FERC, tariffs, Interstate Commerce Act, STB, Interstate Commerce Termination Act, open access, Natural Gas Act