Tariffs on US imports will increase the cost of US solar PV and energy storage technologies and slow the rate of project development, according to analysis from Wood Mackenzie.
As European power markets consolidate and become more competitive, the increasing frequency of negative capture prices is challenging the viability of renewable energy projects.
The attachment rate of energy storage with a solar array has reached 69% in the first quarter of 2025 for US residential installer Sunrun, while the company expects the tariff outlook to be manageable.