Weathering the Storm: How the 141% Tariff Is Reshaping Energy Storage Projects

As the 141% tariff on imported battery components takes effect next week, U.S. developers and EPCs are already seeing the market react. Quotes are being revised, margins recalculated, and procurement timelines tightened. What looked like a distant policy decision has now reached project budgets nationwide.

The Early Signs of Impact

Across the industry, the effects are becoming clear.

Some distributors have reissued pricing within days, with material costs jumping by double digits. EPCs have paused mid-procurement to avoid overruns, and developers are revising signed proposals just to stay within budget.

These shifts don’t just affect bottom lines,  they slow delivery schedules and strain client confidence. And with Q4 2025 in full swing, every delay risks pushing projects into a costlier Q1 2026.

“Preparation isn’t just protection, it’s a competitive edge.”

EON’s Advantage: Prepared for Volatility

EON anticipated this market turn months ago. Our U.S.-based pre-tariff inventory was built specifically to give partners an advantage when supply and pricing pressure spike.

By securing domestic inventory now, teams can lock in stable pricing, prevent shipment delays, and maintain control of their project schedules,  while competitors scramble to adjust.

In moments like this, preparation isn’t just about staying safe; it’s about staying ahead.

Act Before the Tariff Ripple Deepens

The next few weeks will define how developers and EPCs enter 2026.

Teams that move quickly will stabilize their costs and protect their margins through the transition. Those who wait may face escalating lead times and pricing uncertainty well into the new year.

EON is here to help you stay ahead of the storm,  today, not after it hits.

We are a Texas-based company founded in 2014 with zero investment or ownership associated with foreign entities of concern.