Section 232 Tariffs and U.S. Solar Power Purchase Agreement Prices, Q3 2026
What happened
LevelTen Energy reports that the average U.S. solar power purchase agreement price rose 4.9% to $64.23/MWh in the third quarter of 2026, up 6% year-over-year, with tariffs driving most of the recent increase. Sarah Wolf, LevelTen's director of North America transactions, said the Section 232 tariffs announced in early August could add $3/MWh to $7/MWh once they take effect later this year, and that much of the quarterly increase is anticipatory as buyers try to secure contracts before then. The reports do not state the tariff rate, the precise effective date, or the scope of the goods covered.
Generated by AI from the reports · updated 8 days ago
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- Utility DiveLevelTen reports solar PPA prices rose 4.9% in Q3 2026, partly on Section 232 tariffs
LevelTen Energy reports that the average solar power purchase agreement price rose 4.9% to $64.23/MWh in the third quarter of 2026, up 6% year-over-year, with tariffs driving most of the recent increase. Sarah Wolf, LevelTen's director of North America transactions, said the Section 232 tariffs announced in early August could add $3/MWh to $7/MWh once they take effect later this year, and that much of the quarterly increase is anticipatory as buyers try to secure contracts before then. Wind PPA prices were relatively flat in the quarter but up 13.8% year-over-year, held back by federal permitting challenges.
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