Trump policies: renewable energy and storage sectors on alert in US markets

For several months, the US renewable energy industry has faced uncertainty linked to radical shifts in trade and energy policies initiated by the Trump administration. Tariff measures imposed primarily against China, combined with regulatory uncertainties surrounding the Inflation Reduction Act (IRA) tax credits, have contributed to lowered growth forecasts for the sector in the United States. In response to these challenges, several major solar, wind, and battery storage companies have experienced significant drops in their market value. This phenomenon is particularly acute in the lithium-ion battery segment, heavily reliant on Chinese imports.