01/24/2018
The impact of the recent US solar panel tariff increase announced by the Trump Administration will impact the lowest-IRR, large utility scale solar projects (and marginal merchant rate projects). However, what amounts to a ~$0.10/DC watt price increase will not derail the residential, commercial, industrial and smaller utility-scale markets, particularly in regions with higher electricity rates and feed-in tariffs (such as the Northeast). We also expect to see a decline in global module costs through 2018, which should lower the tariff impact. We remain bullish on the US solar investment landscape.
