Executive Summary

Real-time portfolio tariff exposure across 20 projects.

Total Capex

$3086M

Tariff Impact

$401.3M

Exposure %

13.0%

Portfolio Exposure Index

13.0%

of total capex

Risk by Technology

Global Tariff Heatmap

Glow intensity = dollar exposure

Tariff Feed

15% S301 - Japan

Med

All cats · Japan · 15%

20% S301 - China

High

All cats · China · 20%

15% S301 - South Korea

Med

All cats · South Korea · 15%

15% S301 - EU

Med

All cats · EU · 15%

50% S301 - Brazil

Critical

All cats · Brazil · 50%

50% S301 - India

Critical

All cats · India · 50%

19% S301 - Malaysia

Med

All cats · Malaysia · 19%

15% S232 Steel and Aluminum - HV Breakers

Med

HV Breaker · All countries · 15%

15% S232 Steel and Aluminum - GSUs

Med

GSU · All countries · 15%

50% Tariff on WTG Components

Critical

Turbine · All countries · 50%

$0.02/W on imported Solar (all countries)

Low

Solar Module · All countries · 5%

Total Capex & Risk by Year