Tariffs, Interest Rates and the China Wild Card: The Latest Pricing Trends in Solar
On this week’s Interchange podcast: We untangle the market for solar and storage.
How much solar and storage are getting built in the U.S. right now — and at what prices?
This year, there were a few major political and geopolitical factors that influenced solar project pricing: Trump’s tariffs, China’s abrupt policy shift, and the looming stepdown of tax credits in the U.S.
In this week’s Interchange episode, we’re joined by MJ Shiao, director of Americas research for Wood Mackenzie Power & Renewables, for a conversation about all these factors. We’ll also discuss the influence of batteries in the residential and utility-scale solar markets.
- How have tariffs impacted pricing?
- How did the sudden slowdown in China influence the U.S. market?
- How is the tax credit stepdown pushing development?
- What goes into record-low solar-plus-storage bids?