Overview

• The investigation was initiated on August 13 and publicly noticed on August 21 under Section 232 of the Trade Expansion Act.
• The notice requests comments on supply-chain dependence, foreign subsidies and predatory practices, and whether foreign-built equipment could be weaponized.
• The move follows this week’s increase in steel and aluminum tariffs for hundreds of products, including a 50% surcharge affecting turbine materials.
• Industry analysts warn the process could lead to additional tariffs or quotas that raise costs, with Wood Mackenzie estimating roughly a 7% increase in turbine prices in prior tariff scenarios and manufacturers signaling pass-through to power prices.
• Trade data cited in coverage show about $1.7 billion in wind equipment imports in 2023, roughly 41% from Mexico, Canada, and China, prompting expectations of supply-chain localization, tougher PPA talks, and potential project delays.