The impacts of shifting tariff policy on solar generation and manufacturing

a scale showing the weight of tariff policy on solar
Image art by Paul Gerke via ChatGPT 4o.

Tariffs and shifting trade policy have disrupted supply chains and project economics across the U.S. solar and renewable energy sectors.

In this recorded webinar discussion, executives from North American manufacturer Heliene, utility-scale independent power producer (IPP) Arevon, and distributed IPP GS Power Partners discuss managing uncertainty, cost volatility, and sourcing challenges. They share how back-and-forth tariff policies impact their supply chains, financing, and ability to push projects along while focusing on solutions, including robust domestic procurement.

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Topics include:

  • Tariff impacts on procurement, project feasibility, and supplier relationships
  • How trade policy influences risk, timelines, and financial modeling
  • Strategies for risk mitigation and long-term investment planning
  • What it will take to support resilient, U.S.-based renewable supply chains

Panelists:

  • Martin Pochtaruk, President and CEO of Heliene
  • Justin Johnson, VP and CCO of Arevon
  • Nick Sangermano, President of GS Power Partners

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