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市場調查報告書
商品編碼
1668758
關稅情勢如何影響美國再生能源成本Impact of Tariff Scenarios on US Renewable Energy Costs |
本報告擴展了最近對美國平準化電力成本 (LCOE) 的分析,並評估了不同關稅情勢下陸上風電、太陽能光電和電池儲存的競爭力。 (1) 有針對性的關稅 – 對墨西哥/加拿大徵收 25%、對中國徵收 10%、對鋼鐵/鋁徵收 25%(2) 額外的銅關稅 – 對進口銅徵收 25%(3) 普遍關稅 – 對所有貿易含銅和對鋼的鋼鐵產品徵收 50%(5) 貿易戰中的美國自給自足 – 對鋼鐵、鋁和銅徵收 50% 的關稅,假設所有零件都是美國製造。我們計算關稅對現有供應鏈的影響,假設採購策略沒有變化,且不預測再生能源生產的變化。
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.