Analysts Say Trump Trade Wars Would Harm the Entire US Energy Sector, From Oil to Solar
Published on: 2025-06-11 12:00:00
I also think the tariff on it is just as important as the uncertainty about not knowing where the end game is and what the tariffs are going to be. So, if you’re on the manufacturing side of the renewables business, you’re making investment decisions that have very long lives when you’re building a manufacturing facility. Having that uncertainty around the investment climate and what the level of tariffs is going to be over the long-term just makes it more challenging to make all of those decisions.
During the early part of this year, as this tariff war was starting, I had, like, biweekly calls from this manufacturer in Korea, just exasperated, saying, “Doesn’t the US government know that we’re making long lead time decisions, and we need to have some sort of clarity around what the policy environment is going to be, not just for the next four years, but for the next 10 years?” The US is making it very challenging right now to make these types of investment decisions.
Is there any US
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