Presentation: The Hidden Supply Chain: Balance of Systems

Synopsis

• How rising costs for inverters, trackers, transformers, and cabling are reshaping total project economics across U.S. solar markets
• Why shortages in transformers and high-voltage equipment are delaying interconnections and stretching EPC schedules
• How OBBBA tariffs and FEOC restrictions are affecting U.S. sourcing of key BOS components, including steel and power electronics
• Where domestic manufacturing of inverters, racking, and electrical hardware is scaling up and where critical gaps remain
• How EPCs and developers are managing contract exposure, logistics risk, and foreign-sourced inputs to keep projects bankable