Insights and Analysis

U.S. Spotlight: Renewables, trade, and the global supply chain

04 May 2026

solar power station green electricity panel view

Key takeaways

Growing energy demand, shifting policy landscape: The demand for U.S. renewable generation is expanding – driven by data centers, electrification, and decarbonization goals, but evolving trade and tax policy presents challenges.

Heightened trade and FEOC scrutiny: Tariffs, antidumping (AD) and countervailing duties (CVD) actions, forced labor enforcement, and new Foreign Entity of Concern (FEOC) requirements under the One Big Beautiful Bill (OBBB) require increased supply chain oversight and impact tax credit eligibility.

Disciplined project and deal structuring is essential: Early regulatory diligence, safe harbor planning, and contractual flexibility are key to preserving project viability and financing.

This is the first installment of a three-part global series focused on renewables, trade, and the global supply chain. In this opening U.S. spotlight, we explore key considerations and share practical guidance for advancing renewable projects amid today's persistently uncertain landscape.

View the U.S. spotlight here.

Authored by Darcy Bisset, Joshua Kurland, Steven Schneider, James Wickett, Nicholas Laneville, and Markley Schlegel.