Wood Mack reports that though the impact of Biden’s 2-year moratorium on tariffs is somewhat positive, the latent effects of the Aixin petition are considerable. They state that tax equity investors still feel tariffs pose a high risk and that developers will continue to see high costs of capital and barriers to entry as a result. Labor and supply shortages will continue to be on the rise. Wood Mack only offers a 3 GW increase in deployment projections for 2023.
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