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The Cost of Compliance, Tariffs, Tier Selection and Project Economics
Date & Time
September 15, 2026 10:40 AM - 11:05 AM
LocationGrand Ballroom A
TypeFireside Chat
Tariffs are a capex line item in every deal. How are developers modelling pass-through provisions into project finance, and how are offtakers responding to higher costs?
Post-safe-harbor equipment pricing is materially higher. What does a project Internal Rate of Return (IRR) look like now versus 18 months ago, and where is the viability threshold?
Defaulting to Tier 2 or Tier 3 suppliers to meet Foreign Entities of Concern (FEOC) compliance carries long-term Levelized Cost of Energy (LCOE) risk. How are lenders and independent engineers stress-testing equipment quality assumptions?
Could domestic manufacturing close the BESS supply gap by 2028, and at what cost premium?
