Cost of building power with tariffs

This week the Wall Street Journal covered how the U.S. needs more power generation because of AI. They followed up with that the equipment to do this is “Pricey and Scarce.” 

28% of planned wind, solar, and battery projects have been delayed or canceled. This is on par with the existing solar, storage, and wind energy in California. In 2022, only 10% of projects were delayed or cancelled. The WSJ points to price increases due to  25% steel and aluminum levies are still in place, as are 145% duties on imports from China. 

WSJ | U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce