Post-Election Executive Business Review

Amid the uncertainty surrounding recent U.S. election results, CEA’s Market Intelligence team is ready to provide detailed, specific, and customized guidance to our clients on how a range of potential future policy changes will impact your specific business and projects.

Our Post-Election Executive Business Review (EBR) will cover the following topics during an interactive 90-minute session tailored to your business (PV, BESS, inverters, trackers, and transformers are included):

•  Analysis of the market impact of different potential changes to the ITC/PTC, including a more rapid ramp-down schedule

• Three different scenarios for UFLPA enforcement

• Deep dive into the IRA tax credits that have not yet been finalized, and the impact of different potential changes

• Evaluation of price and market impacts of several different tariff levels on imported BESS products from China

• Expected price impact of a potential universal 10% tariff on PV and BESS project costs

• Potential impacts of the upcoming AD/CVD rulings

• Expected outcomes if the proposed legislation to restrict access by majority Chinese-owned companies to Section 45X credits is passed

• Regulatory history of the first Trump Administration

Contact us to learn more.