The cost of building utility-scale solar and battery storage is set to spike by as much as 50% in some cases thanks to new and proposed tariffs targeting Chinese imports, per a new Wood Mackenzie report. (PV Magazine)
Developers are now staring down the barrel of a new kind of planning challenge: multiyear project timelines with multiyear policy whiplash. Add rising PPA prices, a jittery supply chain, and a grid that needs these assets yesterday—and you’ve got a clean energy slowdown dressed up as a policy solution.