Market Report
Impact of tariff scenarios on US renewable energy costs
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This report extends our latest analysis on the levelised cost of electricity (LCOE) across the US, assessing the competitiveness of onshore wind, solar, and battery storage under different tariff scenarios. We analyse all 50 states under five tariff scenarios: (1) Targeted tariff – 25% on Mexico/Canada, 10% on China, 25% on steel/aluminium. (2) Added copper tariff – 25% on imported copper. (3) Universal tariff – 25% on all imports, including steel, aluminium, and copper. (4) Full-scale trade war – 50% on all imports, including steel, aluminium, and copper. (5) US self-sufficiency in trade war – 50% on steel, aluminium, and copper, assuming all components are US-made. We assume no change in procurement strategies, calculating tariff impacts on the existing supply chain without forecasting shifts in renewables manufacturing.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Market Report
Impact of tariff scenarios on US renewable energy costs - Data
Our latest analysis on the development of the levelised cost of electricity (LCOE) across the United States
$5,990
Asset Report
Rockdale aluminium smelter
A detailed analysis of the Rockdale aluminium smelter.
$2,250
Asset Report
Baie-Comeau South (S) aluminium smelter
A detailed analysis of the Baie-Comeau South (S) aluminium smelter.
$2,250
