This is your SolarWakeup for February 3rd 2025

Here We Go. Promises made were promises kept over the weekend as the new administration struck hard at major trade partners with tariffs, promptly reciprocated by Canada and likely have a response from Mexico shortly. China has not yet indicated what the response could be. As someone that runs a business and looks at what is coming our way, we likely are all taking shorter time spans of knowledge, because anything could happen. For solar, it feels like many of the supply chain changes over the past decade have mitigated what the impacts of this would be, for now. I’d love your take on how you’re managing through regulatory changes.

Opinion

Best, Yann