For companies attending the RE+ clean energy exhibition in Las Vegas, trade tensions overshadowed much of the optimism surrounding new technology. Executives described how tariff uncertainty is reshaping project timelines, inflating equipment costs, and unsettling potential backers. While the expo itself showcased cutting-edge advances in solar, wind, and storage systems, the undercurrent was a deep concern that policy risks are slowing the sector’s momentum.
Cheng Wang, chief executive of Texas-based Xenerpower, said higher import duties have created unavoidable financial pressure. In his view, firms are forced to shift much of the added expense onto buyers, raising the overall price of renewable power. He contrasted today’s conditions with earlier years when subsidies softened the blow; now, with incentives largely withdrawn and tougher approval standards in place, a number of developments have been shelved before construction could begin.
Logistics were another sticking point. Brian Moore of Premier PV in Arkansas explained that his company sources materials from a range of suppliers, including Europe and Asia. That diversity, however, provides little protection against tariff swings. At one stage earlier this year, duties on certain parts jumped above 100 percent before easing back, a shift that disrupted procurement and complicated delivery schedules.
Moore also weighed in on national policy. He argued that President Donald Trump’s administration has done little to accelerate renewable adoption, despite the sector’s importance to energy independence. Still, Moore expects industries with voracious power needs, especially data centers, to press ahead with clean energy purchases since wind and solar remain the quickest technologies to bring online in meaningful volumes.
Other firms have adopted a more measured posture. Jeannette Holton, senior communications manager at EcoFlow, said her company is closely tracking the tariff environment but does not base its business model on trade policy swings. She emphasized that EcoFlow’s portable power and home solar systems can remain competitive regardless of duty adjustments.
Across the industry, however, smaller developers and installers remain exposed. Rising up-front costs have made lenders more cautious, leaving some projects delayed or forced into renegotiated contracts. The strain is visible across nearly every component line, from inverters and batteries to racking systems and transformers. Industry leaders warned that a fragmented trade approach could erode U.S. competitiveness at a time when global clean energy demand is accelerating.
Many called for streamlined permitting, clearer rules, and stable policy signals to restore confidence. Wang captured the prevailing sentiment by saying that renewables still offer the clearest path to stronger energy security, though he stressed that their pace of growth will hinge on whether trade rules become steadier.
It would be interesting to learn how high-growth companies like PowerBank Corporation (NASDAQ: SUUN) (Cboe CA: SUNN) (FRA: 103) are tweaking their strategies in light of the evolving policy situation in the U.S.
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