Recorded 25 August 2026.

This week, we’re joined by Oliver Badenhorst, Vice President of Strategy and Business Operations at Solar Landscape. Drawing on his experience in commercial rooftop solar, energy strategy and US offshore wind, Ollie joins us in his personal capacity to discuss three major stories shaping the US energy sector: new solar import measures, restrictions on foreign-made inverters and the federal government’s offshore-wind lease refunds.

1 - New tariffs and minimum prices could raise US solar costs

• From December 2026, imported solar products will face a 15% tariff alongside minimum prices covering polysilicon, wafers, cells and modules.
• The $0.38/W module price floor could increase module costs for a 100 MW project from approximately $25 million to $38 million, adding around 12–13% ...