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After review of that case, the Trump administration largely followed tariff recommendations of commissioners. On Monday, the Office of the US Trade Representative, issued 30 percent tariffs on cells and modules coming from outside America. Those tariffs step down 5 percent each year over the next four years. I asked Cory Honeyman, the Associate Director of GTM Research's Solar practice what that means for added cost per watt?
Cory Honeyman: What that equates to, is approximately a 10 cents per watt tariff in 2018, stepping down to approximately four cents a watt in year four.
Stephen Lacey: Okay, so slice that up a bit more, how does that break down by segment? How are the impacts felt differently in residential, versus utility-scale solar on opposite ends of the spectrum?
Cory Honeyman: First, and foremost, it's worth beginning with the impacts to utility scale solar, which is expected to be the most sensitive segment to the introduction of tariffs. The expectation is that of the 7.6 GW of loss demand from our base-case forecast over the next five years, around 65 percent of that loss demand is expected to come from the utility scale solar segment. That's because with every additional 10 cent per watt, or so, increase to system pricing, that equates to around a $2.50 to $3.50 per megawatt-hour addition to competitive PPA pricing for utility-scale solar.
Read the full transcript on solar tariffs by Stephen Lacey article at Green Technology