Shifting supply chains bring their own risks
Sourcing solar and energy storage locally will reduce some supply chain risks but it also opens the door to a new set of questions for prospective investors.
Buoyed by United States Inflation Reduction Act (IRA) incentives, solar and energy storage manufacturers have announced multi-billion dollar investments in production capacity expansion and new factories. At first sight, US-made products typically experience less regulatory and political grief than imports. Tariffs and other trade risks are less of a concern. Logistics avoid costly long ocean …
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