Wire · operational-macro
U.S. solar and storage face cost headwinds under fragmented trade, McKinsey report finds
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Fusion42 · 2 October 2026 · Fusion42 review
McKinsey's Global Energy Perspective identifies that U.S. solar and battery storage costs are rising due to fragmented global trade, tariffs, and supply chain issues, with battery storage costs expected to increase by 40-50%. Increasing electricity demand from data centers and AI accelerates the need for dispatchable clean power, while land and network constraints create further challenges for solar and battery deployment.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
You face rising costs from tariffs and fragmented trade that could block scaling solar and battery projects this year. Diversify your supply chain now and seek off-takers like data centers who tolerate higher prices to keep pipelines flowing.
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1 source · 2 Oct 2026
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