Global Trade Policy and Storage CAPEX: What Investors Need to Know

Time: 09:30 - 10:10
Date: 25/02/2026

Theatre: Supply Chain Risk & Critical Minerals

Synopsis

Trade actions and tariffs are reshaping battery and power equipment costs. What does this mean for project CAPEX, price volatility, and delivery risk in Europe during 2026 and beyond? 

 

  • How tariffs and trade remedies are influencing cell, module, pack, inverter, and EPC costs, and how persistent the volatility is likely to be 
  • Practical mitigation: multi-sourcing, contract clauses, hedging, inventory strategy, nearshoring, and recycling inputs 
  • Evidence from 2025: which trade actions have already moved pricing and lead times in Europe 
  • EU regulatory impacts on traceability, sustainability reporting, and recycled content, and how these requirements flow through to cost and bankability 

Speaker

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