Renewable Rides Ep 84: How the U.S. Tariffs Will Impact Onsite Energy Project Economics
What if all the chaos in the tariff headlines isn’t as disastrous as it seems? In this episode, we cut through the noise to break down the real economic impact of the latest tariff developments on onsite energy projects. From the initial bloodbath in the markets to a surprising bounce back, we unpack what’s driving energy project economics—and it’s not just equipment costs.
You’ll learn why utility tariffs, consumption patterns, and costs play a far bigger role than most people think, and how strategic scenario planning can preserve project value even in the face of rising costs and political uncertainty. We will walk through real-world modeling and surprising results from a 200-site portfolio analysis, including what happens when tax credits vanish or equipment costs spike.
What You’ll Learn in Today’s Episode:
- The biggest drivers of project economics.
- How tariff volatility is impacting equipment costs.
- What soft costs are and why they matter more than you think.
- The role of incentives like the Investment Tax Credit.
- How to scenario-plan for rising utility escalation rates.
- What happens when tax credits are removed.
- The surprisingly small impact of moderate tariff increases.
- How optimization engines preserve NPV and IRR.
- Why modular, flexible energy deployments are smart in uncertain markets.
- How to future-proof energy investments despite policy chaos.
Resources In Today's Episode:
You can view a video of the conversation on VECKTA's website here: https://tinyurl.com/33juje54