Tariffs, Timing and Supply Chain Certainty
Tariff risk is evolving quickly and is more uncertain than tax credits, but once equipment is secured, the exposure is largely fixed. It’s important to understand where equipment sits in the supply chain, diversifying sourcing where possible, and timing offtake commitments carefully. Drawing on the solar sector’s long experience with tariffs, Patrick added that the ability to manage supply chains and secure equipment at a reasonable cost is a key differentiator for successful renewable projects.
