Nassau solar container battery Tariff

How does the new tariff structure affect battery shipments?

These components are now subject to cumulative tariffs, increasing manufacturing costs for domestic OEMs. In consumer electronics, previously exempt battery shipments valued under $800 are now included in the tariff structure following the policy change. This shift has affected U.S. handheld device batteries and backup battery unit importers.

How will battery tariffs affect energy storage projects?

The U.S. Energy Information Administration (EIA) estimated the deployment of 18.2 GW of new energy storage by 2025. Continued battery tariffs could affect the pace and scope of these projects, especially those tied to grid reliability and emissions reduction goals.

What is a tariff on a battery?

Tariffs apply to finished batteries and upstream materials like cathodes, separators, and electrolytes. Although assembled in the U.S., products such as Tesla Powerwalls and Megapacks include imported components that now cost more due to the new tariff structure.

Which solar companies are exempt from US tariffs?

For instance, REC Group (Singapore) panels carry only a 10% tariff; JA Solar’s new factory in Phoenix (if operational) would be exempt entirely; and Waaree Energies (India) indicated the 27% U.S. tariff on Indian goods is manageable and hasn’t changed their near-term pricing strategy.