Tim McDonnell

1 week ago | semafor.com | Tim McDonnell

The escalating trade war between China and the US could boost some American battery manufacturers, amid what is otherwise a major setback for the US energy transition that will hit power utilities and electric vehicle makers that rely heavily on technology imported from China.

2 weeks ago | semafor.com | Tim McDonnell

US President Donald Trump’s ramped-up tariffs on Chinese goods is a gamble that his trade war will hurt Beijing more than Washington. But in the energy sector, at least, US victory is far from assured. Chinese clean tech companies may actually emerge stronger as a result of increased isolation from the US market, analysts told Semafor, while American energy companies — fossil fuels and renewables — could find themselves increasingly at a loss.

2 weeks ago | yahoo.com | Tim McDonnell

US President Donald Trump’s ramped-up tariffs on Chinese goods is a gamble that his trade war will hurt Beijing more than Washington. But in the energy sector, at least, US victory is far from assured. Chinese clean tech companies may actually emerge stronger as a result of increased isolation from the US market, analysts told Semafor, while American energy companies — fossil fuels and renewables — could find themselves increasingly at a loss.

2 weeks ago | semafor.com | Tim McDonnell

Are there any winners in the energy transition during a rapidly escalating global trade war? For the most part, tariffs clearly work against decarbonization: Renewable energy and utility-scale energy storage projects in the US are highly dependent on imported parts from Vietnam and other countries that now face steep tariffs, which will raise construction costs at a time when these projects’ upfront spending requirements were already one of their main bottlenecks.

2 weeks ago | yahoo.com | Tim McDonnell

Tim McDonnellTue, April 8, 2025 at 11:30 AM UTC2 min readTim’s viewAre there any winners in the energy transition during a rapidly escalating global trade war?