[RE-wrenches] Tariff

[Wayne Irwin]

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Wayne Irwin,
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________________________________
From: RE-wrenches <re-wrenches-bounces at lists.re-wrenches.org> on behalf of Steven Lawrence <lawrencesteven at gmail.com>
Sent: Thursday, November 9, 2017 9:08:11 AM
To: re-wrenches at lists.re-wrenches.org
Subject: Re: [RE-wrenches] Tariff

I figured I'd add my two cents to this.

We're seeing very limited supply from Tier 1 manufactures, and we've been
having issues for a few months now.  There are a few that have modules
currently in the US, but the pricing is about 30% higher than what we were
seeing in June.  I've heard rumors that there's a glut of modules being
stored in warehouses in the US - but all the manufacturers are acting like
there's a shortage.  But since everyone is concerned about the impending
tariff, demand has skyrocketed.  We've also heard rumors of developers
trying to buy a GigaWatt (yes, 1000MW) of modules to store to ride out the
tariff.

I imagine utility scale projects will be hit the hardest.  When you have a
$0.10/W tariff being added to a $1.00/W project, that's a 10% increase,
which means a lot of projects won't go forward.

-Steven Lawrence
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