As global trade dynamics shift, multinational tariffs are increasingly disrupting the financial landscape of renewable energy projects. From solar panels and wind turbines to battery storage systems, import tariffs are driving up capital expenditures, complicating deal structures, and introducing new risks for both debt and equity participants.
Join a Factor This-hosted webinar on July 30, 2025, for a timely and in-depth discussion on how evolving trade policies are affecting project bankability, investment structures, and long-term returns in the renewable energy sector.
In this webinar, attendees will see how rising equipment costs and supply chain disruptions are influencing debt capacity, equity requirements, and internal rates of return (IRR). Real-world case studies will highlight how tariffs can erode margins and delay financial close—unless developers and investors proactively adapt.
Key Topics Include:
- How tariffs are increasing CAPEX and reducing IRRs across global markets
- Sensitivity of debt vs. equity structures to tariff-related risks
- The impact of supply chain volatility, local content requirements (LCRs), and policy shifts on project feasibility
- Mitigation strategies: tariff hedging, local sourcing, hybrid capital stacks, and PPA renegotiation
- The rise of strategic equity in high-tariff environments
Whether you’re a project developer, financier, investor, or policymaker, this session will provide practical insights to help you navigate the complex intersection of global trade and clean energy investment.
Speakers include:
- Phil North, Chief Executive Officer, Zelestra US
- Luke Edney, Partner, Norton Rose Fulbright US LLP
- Steven Munson, CFA, ASA Partner, Valuation Advisory, Value360 CohnReznick Advisory LLC
Register here and we’ll see you there!
If you’re interested in learning more about tariff impacts on the energy industry, check out our previous webinar featuring Martin Pochtaruk, the president and CEO of Heliene, Justin Johnson, VP and CCO of Arevon, and Nick Sangermano, president of GS Power Partners.