Keynote Panel: The New Rules of Solar Procurement & CAPEX
Time: 10:00 - 10:45
Date: 24 March 2026
Synopsis
- Shifting supply chain strategies to respond to new tariffs and FEOC restrictions on module and cell sourcing
- How supply chain bottlenecks and costs in polysilicon and wafers are affecting margins and project IRR
- How to keep projects viable under compressed incentive timelines
- An update on reshoring or nearshoring efforts and what it means for cost and delivery risk
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