Despite the Trump administration’s recent solar tariff, IBISWorld forecasts that pricing drop at an annualized rate of 3.3% in the next three years. Technological improvements and more cost-effective and scaled production are two reasons for the change. In addition, foreign suppliers, particularly from China and Mexico, loaded up on shipments in an attempt to beat the tariff. Consequently, about five gigawatts of solar equipment now sits in U.S. warehouses and ports. What does your firm expect in terms of pricing? How much volatility do you expect?
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