Tariffs and Potential Inflation

[TheJason]

Wouldn't that pretty much be the same every four or eight years then?

All the talk of trade wars and tariffs isn’t helping investor confidence.

 

[Nick87]

All the talk of trade wars and tariffs isn’t helping investor confidence.

Meh, They all talk. Usually all it amounts to imo. Business as usual.

 

[mevertsen]

I think this is different than you intended, but the push for clean energy is a big market thing, lots of money involved, and Trumps threats are already showing signs of killing that economic driver.

Solar panel maker based in my state--we need more domestic production many of the rest come from China--decided NOT to move ahead wiith a Major expansion--because of Trump and the uncertainty of future his plans indicate for that industry. This would have been a huge expansion employing people in a part of our state that is really hurting too.

So....words matter, even if the person saying them knows they are lies while doing so.

No intent with my post, as far as a political viewpoint, but more of an observation of the quagmire of stuff we are all navigating through.

Point being there is just a lot lf stuff going on, I find it hard for anyone to actually predict what is going to happen.

Basically, I'm in a holding pattern as far as optimism is concerned right now.

"Wait and see"

 

[SAJ-99]

Meh, They all talk. Usually all it amounts to imo. Business as usual.

Yeah. Talk is cheap. It’s easy to criticize the last guy when you are not having to deal with the complexities of the decision. That goes for every administration that changes parties. That is the reason I would bet (and am) not much changes. But maybe it doesn’t have to. Apparently, come Monday inflation isn’t a problem anymore.

 

[ismith]

I think this is different than you intended, but the push for clean energy is a big market thing, lots of money involved, and Trumps threats are already showing signs of killing that economic driver.

Solar panel maker based in my state--we need more domestic production many of the rest come from China--decided NOT to move ahead wiith a Major expansion--because of Trump and the uncertainty of future his plans indicate for that industry. This would have been a huge expansion employing people in a part of our state that is really hurting too.

So....words matter, even if the person saying them knows they are lies while doing so.

Good, solar panels and wind turbines are a blight on the land.

 

[Nick87]

Apparently, come Monday inflation isn’t a problem anymore.

Will be for me, I don't gauge it off of a report. I gauge it off how much things we buy everyday go up or don't.

 

[Alpine01]

Wouldn't that pretty much be the same every four or eight years then?

Yes. Or every two yrs (to some degree) as the House swings back and forth between R's and D's.

 

[Alpine01]

Good, solar panels and wind turbines are a blight on the land.

I have run several business cases with solar in my former career. Solar takes anywhere from 20-25 yrs to net out the upfront investment. Even with upfront USG subsidies. Until and unless there are no lower cost alternatives (e.g., fossils and nuclear), solar isn't a financially viable energy source. Just my $0.02 though.

 

[Sytes]

We felt the massive shift when Biden administration placed the largest tariffs to date against China!
Wait, having trouble finding that thread amounting to 29 pages of hunt talk members deep rooted concern for Janet Yellin, et al, reversing their gears on free trade, etc...

 

[ismith]

I have run several business cases with solar in my former career. Solar takes anywhere from 20-25 yrs to net out the upfront investment. Even with upfront USG subsidies. Until and unless there are no lower cost alternatives (e.g., fossils and nuclear), solar isn't a financially viable energy source. Just my $0.02 though.

Nuclear is the only viable replacement for fossil fuel.

 

[brymoore]

We felt the massive shift when Biden administration placed the largest tariffs to date against China!
Wait, having trouble finding that thread amounting to 29 pages of hunt talk members deep rooted concern for Janet Yellin, et al, reversing their gears on free trade, etc...

It was a stupid move by Biden.

 

[Handlebar]

Did anyone catch the Treasury nominee Scott Bessent response to Sen. Wyden concerning the effect of tariffs? Curious to others thoughts

 

[BigHornRam]

I think this is different than you intended, but the push for clean energy is a big market thing, lots of money involved, and Trumps threats are already showing signs of killing that economic driver.

Solar panel maker based in my state--we need more domestic production many of the rest come from China--decided NOT to move ahead wiith a Major expansion--because of Trump and the uncertainty of future his plans indicate for that industry. This would have been a huge expansion employing people in a part of our state that is really hurting too.

So....words matter, even if the person saying them knows they are lies while doing so.

What company is that? If they are a smart company, they decided not to expand because of a current world solar panel glut right now.

https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/011224-world-stuck-in-major-solar-panel-supply-glut-module-prices-plummet-iea

 

[BigHornRam]

Did anyone catch the Treasury nominee Scott Bessent response to Sen. Wyden concerning the effect of tariffs? Curious to others thoughts

The green energy segment was more of interest to me. They guy behind Bessents left shoulder was entertaining as well!

 

[morley.tyler]

The green energy segment was more of interest to me. They guy behind Bessents left shoulder was entertaining as well!

Ron Wyden is my senator. I know him. He's as greasy as a fresh-skinned bear. Ron is a fake populist on the left, all while his personal wealth portfolio has grown by more than 100% each of the last 3 years... Hypocrisy skips back and forth across the aisle.

 

[Bonasababy]

I have run several business cases with solar in my former career. Solar takes anywhere from 20-25 yrs to net out the upfront investment. Even with upfront USG subsidies. Until and unless there are no lower cost alternatives (e.g., fossils and nuclear), solar isn't a financially viable energy source. Just my $0.02 though.

Your experience appears to be very dated. RORs and costs have shrunk a fair amount.
I know churches and a number of businesses putting them on rooftops now.

 

[Alpine01]

Nuclear is the only viable replacement for fossil fuel.

I have my Master's in Nuc.E. I agree with you relative to the $/kWh and overall plant availability points. That said, the USG has utterly failed to solve the waste issue which will continue to hamper nuclear power overall as will the licensing quagmire that has been put in place. DOE has taxed energy companies since 1982 to fund waste management. They (DOE) have yet to live up to that responsibility. Power plants are still storing used fuel rods in local pools (or dry casks). There was one reactor added in 2016 which was the first since 1996. Two went operational in 2023/2024. There are a handful of reactor operators that are still preparing to submit construction permits the last time I bothered to look but they are a long way from coming on-line if they do get a green light. The current plants are quickly aging out which will be a major issue to the US energy production when there are no replacements online to pick up the slack.

 

[Alpine01]

Your experience appears to be very dated. RORs and costs have shrunk a fair amount.
I know churches and a number of businesses putting them on rooftops now.

The last business case I ran was in early 2023. I doubt enough has changed to significantly alter the outcomes I was seeing. That said, there are other reasons for adding solar than just financial considerations. Everyone has their own priorities.

 

[BigHornRam]

Ron Wyden is my senator. I know him. He's as greasy as a fresh-skinned bear. Ron is a fake populist on the left, all while his personal wealth portfolio has grown by more than 100% each of the last 3 years... Hypocrisy skips back and forth across the aisle.

Not as greasy as Shiff. He had his balls cut off and handed to him, and kept going back for more.

 

[Elktrack]

I have my Master's in Nuc.E. I agree with you relative to the $/kWh and overall plant availability points. That said, the USG has utterly failed to solve the waste issue which will continue to hamper nuclear power overall as will the licensing quagmire that has been put in place. DOE has taxed energy companies since 1982 to fund waste management. They (DOE) have yet to live up to that responsibility. Power plants are still storing used fuel rods in local pools (or dry casks). There was one reactor added in 2016 which was the first since 1996. Two went operational in 2023/2024. There are a handful of reactor operators that are still preparing to submit construction permits the last time I bothered to look but they are a long way from coming on-line if they do get a green light. The current plants are quickly aging out which will be a major issue to the US energy production when there are no replacements online to pick up the slack.

I’ve heard it said that even if they broke ground today it would take more than a decade to before it was operational. Does that sound accurate to you?