How Investors Are Repricing the Cost of U.S. Solar Projects

Synopsis

• How new tariffs on modules and cells from Southeast Asia are reshaping procurement and project economics
• The impact of OBBBA FEOC restrictions and domestic content rules on eligibility for tax credits
• Rising module, inverter, and transformer costs and how developers are building contingencies into EPC budgets
• The shift toward U.S. and allied manufacturing to mitigate tariff and traceability exposure
• How investors are adjusting hurdle rates, contracts, and due diligence to reflect higher supply-chain risk premiums
• Managing project delays and cost overruns tied to customs holds, component shortages, and trade policy volatility
• Strategies to preserve bankability including dual sourcing, fixed-price contracts, and closer collaboration with EPCs and suppliers