Currently at Cleantech, talked to Chinese PV producer about recent tariffs, won’t have an impact on company. Would have to be 40% versus current 5% in order to have impact. Impact? Chinese would move production to the US, much like Japanese auto manufacturers. Other item of note, was a manufacturer of salt storage facilities for CSP plants, estimated cost $1.5B for 250MW plant (note salt storage only, ie not power plant). Seems to be 4x as expense as I would have anticipated based on my Solar Millennium experience.
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