Navigating trade uncertainty in U.S. solar markets

The U.S. renewable energy sector is entering a period of significant uncertainty as tariffs, policy changes, and administrative actions reshape project economics and financing. Rising costs, tighter compliance requirements, and evolving tax credit eligibility under the One Big Beautiful Big Act (OBBBA) and Foreign Entity of Concern (FEOC) rules add complexity for developers and investors.

Despite these headwinds, solar and storage projects remain attractive thanks to fast deployment timelines and strong investor interest. This analysis will help you understand these dynamics and help you navigate these challenges and position your projects for success.