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Clean Tech’s US Tariff Whiplash: Analyst Reaction | Switched On

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February 23, 2026

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A US Supreme Court ruling is shaking up global clean-tech trade. By striking down Donald Trump’s “Liberation Day” tariffs, the justices have created an opening for some solar equipment and stationary storage batteries. Yet not everyone will benefit equally, and with the administration moving to put new tariffs in place, just how durable is this reprieve? On today’s show, Kamala Schelling is joined by Derrick Flakoll, a senior policy associate for North America, and Matthew Hales, an associate on BNEF’s trade and supply chains team, to discuss their analyst reaction “Trump’s Tariff Loss Opens Window for Clean Tech Imports.”

Complementary BNEF research on the trends driving the transition to a lowercarbon economy can be found at BNEFGO on the Bloomberg Terminal or on bnef.com ()

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Trump’s Tariff Loss Opens Window for Clean Tech ImportsReact ()

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The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

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Guests & Subjects Covered

Clean Tech’s US Tariff WhiplashA US Supreme CourtDonald Trumps Liberation DayKamala SchellingDerrick FlakollNorth AmericaMatthew HalesBloomberg Terminal

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