关税情势如何影响美国再生能源成本
市场调查报告书
商品编码
1668758

关税情势如何影响美国再生能源成本

Impact of Tariff Scenarios on US Renewable Energy Costs

出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2个工作天内

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报告概述

本报告扩展了最近对美国平准化电力成本 (LCOE) 的分析,并评估了不同关税情势下陆上风电、太阳能光电和电池储存的竞争力。 (1) 有针对性的关税 – 对墨西哥/加拿大征收 25%、对中国征收 10%、对钢铁/铝征收 25%(2) 额外的铜关税 – 对进口铜征收 25%(3) 普遍关税 – 对所有贸易含铜和对钢的钢铁产品征收 50%(5) 贸易战中的美国自给自足 – 对钢铁、铝和铜征收 50% 的关税,假设所有零件都是美国製造。我们计算关税对现有供应链的影响,假设采购策略没有变化,且不预测再生能源生产的变化。

简介目录
Product Code: 150356739

Report Summary:

This report extends our latest analysis on the levelised cost of electricity (LCOE) across the US, assessing the competitiveness of onshore wind, solar, and battery storage under different tariff scenarios. We analyse all 50 states under five tariff scenarios: (1) Targeted tariff - 25% on Mexico/Canada, 10% on China, 25% on steel/aluminium. (2) Added copper tariff - 25% on imported copper. (3) Universal tariff - 25% on all imports, including steel, aluminium, and copper. (4) Full-scale trade war - 50% on all imports, including steel, aluminium, and copper. (5) US self-sufficiency in trade war - 50% on steel, aluminium, and copper, assuming all components are US-made. We assume no change in procurement strategies, calculating tariff impacts on the existing supply chain without forecasting shifts in renewables manufacturing.