05/02/2025
Reading in the The New York Times 📰 today I agree that the impact of tariffs on oil, gas, and electricity is relatively straightforward. However, the ripple effects of a trade war on the intricate supply chains enabling the production of solar panels, batteries, electric vehicles, and wind turbines are more challenging to forecast 📊
In recent years, the United States has emerged as a significant manufacturing center for clean energy technologies. This shift is largely attributed to the incentives outlined in the ( ), a key climate legislation spearheaded by . Consequently, American firms have ramped up production (mostly based in 'red' states 🐘 ), with numerous foreign companies also establishing new operations within the country (how good is that?!).
The recent Chinese tariffs are set to elevate expenses for businesses reliant on Chinese components, while the potential imposition of tariffs on Canada and Mexico could exacerbate these challenges further. Some companies that have heavily invested in establishing renewable energy facilities in the U.S. may be deterred by the sudden trade barriers between the U.S., Mexico, and Canada. This situation puts at risk the investments made in developing supply chains across North America, introducing uncertainty for these ventures.
𝗖𝗢𝗡𝗖𝗟𝗨𝗦𝗜𝗢𝗡: Pay attention, folks, and speak up for the continuation of support for renewable energy projects throughout the US...it's good for all workers (and their families) regardless of which side of the aisle has your attention.
Finally, here's a parting note (and one of my favorite scientific facts): the produces enough energy in under 2 minutes to provide enough power for everyone in the world for an entire year! ☀️ ☀️ ☀️ ☀️
