Tariff and Onshoring Trends: What to Expect in 2026
Time: 11:55 AM - 12:40 PM
Date: 26 March 2025
Synopsis
Due to ongoing supply chain changes and potential tariff risks, building projects will look very different in 2025 compared to 2024. In May 2024, the Biden Administration proposed to triple tariffs paid on batteries and parts imported from China from 7.5% to 25%, providing a greater incentive for BESS manufacturers to source US-made cells in the coming years to benefit from domestic content tax credits. How has the industry reacted to the supply chain ‘stick’ alongside the Inflation Reduction Act ‘carrot’?
- Forecasting tariff risks to the future of the sector and the potential for onshoring
- Safeguarding against pricing projections, strategic resource planning for developers, and ensuring supply dependability
- Assessing supply risk, Interest risk, capex costs, and strategies for utilizing tax credit adders in 2025 and beyond
Moderator
Nathan Picarsic Co-Founder - Horizon Advisory
Speaker
Tao Kong Managing Partner - Luminous Energy
Jade Jones Director, Solar Products Manufacturing and Supply Chain - SEIA
Kirk Fleischhauer Chief Operating Officer - Powin
Dan Finn-Foley Director of Energy Storage, Market Intelligence - CEA
Sara Kayal Head of Engineering and Procurement - Naturgy
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