tariffs
3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Jun 26, 2025 by Kurt Kelty · across every show →
Everything said about tariffs, oldest first
Jun 26, 2025 negative
Kelty: Tariffs to force domestic battery production increase EV prices and stifle demand
“Like, if you want, if you're really trying to encourage domestic production, ah, in the US, you would put in tariffs to increase the cost overseas, and you'd, you'd incentivize local production. The problem with that is that your cost would end up going up hig…”
Oct 15, 2025 negative
Tariffs, FEOC rules, and tax changes cause 2025 renewables delays
“Tariffs, FIAC rules, tax credit changes, there's no question they've all added friction to the storage market this year and the renewables market more generally. We've seen delays, higher costs, definitely uncertainty in the market, but at the same time, this …”
Sep 10, 2026 negative
Lubershain: Special local tariffs cannot prevent data centers from raising systemic power costs
“We're adding a bunch new costs to the system at a global level that there's very little that, basically nothing that your friendly local utility or data center developer can do about, no matter what kind of, you know, special tariff or agreement they negotiate…”