Tariff Strategies For The US Renewable Energy Sector
The renewable energy industry is accustomed to complex tariff regimes. For years, solar products have faced not only antidumping and countervailing duties, or AD/CVD, but also Section 301 tariffs on imports of Chinese origin, and the Section 201 safeguard tariffs.
More recently, batteries are becoming the focus of Section 301 tariff increases and a new AD/CVD investigation. With that background, the tariff actions over the past few months under the second Trump administration may challenge even the most seasoned industry experts.
This article summarizes the current tariff landscape relevant to the renewable energy industry, and addresses additional potential impacts on supply chains.
It also provides potential strategies for contending with tariff uncertainty — including diversifying supply chains, seeking certification from suppliers about equipment origins, and adding tariff-related language to supply contracts and offtake agreements.
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