News & Analysis as of

Tariffs Supply Chain Energy Sector

J.S. Held

From Ambition to Attrition: The Financial Realities Behind Wind Project Suspensions

J.S. Held on

Introduction: Offshore Wind Projects Pulled Amid Cost Surges - The offshore wind industry has faced a wave of high-profile setbacks that have sent shockwaves through the global renewable energy landscape. The offshore wind...more

Eversheds Sutherland (US) LLP

Global Supply Chain Horizons - July 2025

Welcome to the latest edition of our quarterly global supply chain horizons providing you with a update on the key developments from around the world. Cross-Border - China and the US trade deal - On June 27, the PRC...more

Baker Botts L.L.P.

AI, Energy, and the Trump–Xi Mineral Standoff are Colliding. What it means for Renewable M&A?

Baker Botts L.L.P. on

As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more

American Conference Institute (ACI)

[Event] Trade & Sanctions Compliance for the Oil and Gas Industry - May 21st - 22nd, Houston, TX

Between tariffs, tightening export controls, evolving sanctions, and ramped up enforcement, the cost and complexity of compliance is rising for oil and gas supply chains. ACI’s Trade & Sanctions Compliance for the Oil and...more

J.S. Held

Tariffs and Trade Series: Addressing Impacts on the Energy Sector

J.S. Held on

While tariffs have long been a consideration in energy, they have now emerged as a central influence on energy production, commodity pricing, and macroeconomic conditions, resulting in global impacts on energy executives,...more

Spilman Thomas & Battle, PLLC

Power Plays and Fueling Tension: Trade War Ripples Through North American Energy Markets

President Trump's pursuit of U.S. energy dominance, coupled with Canada's response to proposed tariffs, has thrown North American energy markets into uncertainty. With diplomatic and economic tensions mounting between the two...more

Morgan Lewis

Addressing Tariffs and Trade in Energy Storage Projects

Morgan Lewis on

Two major areas of international trade that will remain causes of concern for energy storage projects are the application of tariffs and supply chain integrity. While it remains to be seen what the US administration might...more

Baker Botts L.L.P.

Clean Energy Faces New Pressure

Baker Botts L.L.P. on

President Trump’s aggressive tariff policies—10% on Chinese imports and 25% on Canadian and Mexican goods (temporarily suspended)—are disrupting global trade and taking a toll on the clean energy market. Rising Costs: Tariffs...more

Blake, Cassels & Graydon LLP

Les tarifs douaniers sont là : Le point sur les mesures tarifaires entre les États-Unis et le Canada

Après des semaines d’incertitude, les nouveaux tarifs douaniers ont finalement été mis en place. De nombreuses entreprises nord-américaines font maintenant face à d’énormes défis. À compter du 4 mars 2025, les importations...more

Akin Gump Strauss Hauer & Feld LLP

Addressing the Threat to National Security from Imports of Copper (Trump EO Tracker)

The executive order directs the Secretary of Commerce to conduct an investigation pursuant to Section 232 of the Trade Expansion Act of 1962 regarding “the effects on national security of imports of copper in all forms,”...more

Bennett Jones LLP

2025 Canadian Infrastructure Trends

Bennett Jones LLP on

The Canadian infrastructure space saw significant volumes of projects announced and transacted in 2024, primarily driven by government incentivizes and the development of eligible projects through the investment tax credit...more

Troutman Pepper Locke

Navigating the Solar Industry’s Path Through Tariffs and Growth

Troutman Pepper Locke on

In 2024, the solar energy generation industry experienced its largest-ever annual rise globally, fueled by China’s 44% solar output boost from January to November 2024....more

Flaster Greenberg PC

Trump's Tariffs Put American Energy Security In Question

Flaster Greenberg PC on

Saturday, February 1, 2025 may go down as the date the great Trade War began. On that date, less than two weeks following his second inauguration, President Donald J. Trump announced 25% tariffs on both Mexico and Canada...more

White & Case LLP

China Imposes Retaliatory Tariffs and Non-Tariff Measures in Response to Trump Tariffs

White & Case LLP on

On February 4, 2025, China announced it would impose additional tariffs on certain US imports from February 10, 2025 in retaliation to President Trump's executive order issued under the International Emergency Economic Powers...more

Alston & Bird

China Hits Back with Retaliatory Tariffs

Alston & Bird on

China announced overnight that it will impose its own tariffs in retaliation for the newly announced U.S. tariffs. China has indicated that, effective February 10, 2025, it will impose a 15% tax on certain types of coal and...more

Husch Blackwell LLP

China Announces Retaliatory Tariffs and Non-Tariff Actions Against the U.S.

Husch Blackwell LLP on

On February 4th, in response to President Trump imposing 10% tariffs on all Chinese imports, China announced a number of retaliatory tariff and non-tariff actions. Retaliatory tariff actions: China announced a 15% tariff on...more

Mintz - ML Strategies

2024 Post-Election Analysis

Mintz - ML Strategies on

Following a hotly contested election, Donald Trump is once again the president-elect and will return to the White House on January 20, 2025. He will do so with a dominant electoral college win, potentially a win of the...more

Morgan Lewis

Navigating the New Solar Trade Landscape

Morgan Lewis on

The Biden administration continues to navigate the intricate course between fostering domestic solar manufacturing and countering perceived unfair trade practices by China. In a series of strategic maneuvers, the...more

Sheppard Mullin Richter & Hampton LLP

Navigating the Solarscape: Our Handy Solar Tariffs Cheat Sheet

The solar industry is starting to get whiplash. Over the past year in particular, the industry has experienced a whirlwind of regulatory changes making solar tariffs some of the most complex tariffs in all of U.S. importing...more

Akin Gump Strauss Hauer & Feld LLP

Update: Policies at Cross-Purposes: U.S. Trade Policy Creates Cloudy Picture for Rapid Deployment of Solar Energy

The Biden administration has made the deployment of solar energy a key component of its plans to battle climate change. From utilities to investors to installers, deploying solar energy at such a broad scale presents a number...more

McDermott Will & Emery

An Analysis of the Auxin Petition and Commerce Investigation and Their Impact on the Solar Industry

McDermott Will & Emery on

On February 8, 2022, Auxin Solar Inc. filed a petition requesting that the US Department of Commerce (Commerce) initiate a circumvention investigation into whether imports of crystalline silicon photovoltaic cells (CSPs)...more

Sheppard Mullin Richter & Hampton LLP

Making Sense of the Solar Supply Chain Issues

As current supply chain issues continue to threaten the U.S. photovoltaic solar industry, solar module suppliers, manufacturers, renewable energy developers and utilities alike face great uncertainty surrounding the immediate...more

McDermott Will & Emery

[Webinar] How Solar Industry Leaders Are Addressing and Overcoming the US-China Trade War on Solar Modules and Related Inputs -...

McDermott Will & Emery on

Find out how solar industry leaders are overcoming the US-China trade war as Pine Gate Renewables Director of Regulatory Affairs Brett White and Assistant General Counsel Jess Cheney join us for a live discussion hosted by...more

Allen Matkins

Renewable Energy Update - February 2020

Allen Matkins on

Lifting U.S. import tariffs would knock 30% off solar system prices, according to new study - Greentech Media – February 4 - Solar system prices dropped 90 percent over the last nine years, but the decline was...more

Foley & Lardner LLP

Solar Construction Costs Continue Historic Decline, Providing Cushion Against Trade Disputes

Foley & Lardner LLP on

A recent report from the U.S. Energy Information Administration (EIA) confirmed significant cost curve progress for the U.S. solar industry, offering encouraging signs that developers will successfully weather international...more

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