Do you have a plan in place to quickly pivot your designs or procurement strategies in response to regulatory, tariff, or supply chain changes? Are you confident that your product strategy is current and that you are equipped with the resources to ensure your requirements and risk appetite are met, and value is retained as the policy continues to evolve?
Over the past three years, we’ve supported more than 100 clients in executing 6.5 GW of solar and 8 GWh of energy storage procurements – on time and under pressure. Whether you’re looking to determine your optimal solar module or BESS product strategy, stay up to date on market changes, safe harbor products, or negotiate the best terms, our solar and storage advisory services are available to fit your company’s needs.
Are you curious about how Anza can help you navigate the current market uncertainty with confidence? Let’s examine recent client examples that showcase how Anza supports our developer, IPP, EPC, and utility clients in planning their next procurement.
Client Spotlight: Safe harbor to reduce risk & increase value before new administration
Regulatory changes, such as those anticipated in correlation with Trump’s second term, brought uncertainty to tariffs and policy shifts, impacting solar module pricing and availability. Anza responded swiftly during this critical time, enabling four clients to secure 400 MW of solar modules within a few weeks, mitigating the risk of price spikes and maintaining project competitiveness.
Facing this rapidly changing landscape, one particular pure-play developer client decided to investigate the procurement of solar modules for the first time as a safe harbor strategy for a portion of their pipeline. Leveraging Anza’s comprehensive market data on product pricing, availability, module performance, warranty, and vendor deal terms, our client analyzed numerous options that suited their requirements. The work culminated in a 50 MW purchase of high-efficiency solar modules in January 2025. This move locked in incentives based on the current project’s economic data and mitigated pricing risks due to potential changes in trade policies and incentive structures.
Another Anza client, a storage project developer, also sought to safe harbor products in late 2024 for a 16 MWh project, which was facing millions of dollars in potential tariff-related project cost increases in 2025. When negotiations with the initial supplier stalled, Anza quickly identified an alternative manufacturer with U.S. stock and built-in tariff coverage. Starting from a pre‑negotiated template, commercial and technical terms were finalized in four weeks. The final offer bundled power conversion, controls, and transformer equipment into a single AC-wrapped system – an unusual approach for a project of this size – saving time and money. By partnering with Anza, our client avoided project cancellation, protected its budget, and kept the build schedule on track despite policy uncertainty.
Client Spotlight: Quickly pivoting strategy to mitigate tariff exposure
Ahead of the April 2025 tariffs coming into effect, Anza helped our clients proactively adjust strategies for solar and storage procurements to stay ahead of potential tariff exposure. Our 20+ years of industry experience and deep supplier relationships provide us with detailed insights into supplier counterparty terms, including knowledge of suppliers who are willing to sign fixed-price contracts, take on tariff risk, and offer refundable deposit contracts.
In March 2025, our solar IPP client required assistance with evaluating an affected contract. The contracted supplier had agreed to take on all tariff risk after a full SPA negotiation for a 200 MW solar module purchase, then backed out of the agreement, leaving our client to potentially pay millions in additional costs. Anza quickly identified a replacement supplier who agreed to a contract with the same tariff-sharing terms and a low base price of $0.23 for modules, executing the contract within two weeks. Following the announcement of universal and reciprocal tariffs in April 2025, using the International Emergency Economic Powers Act (IEEPA), the supplier is honoring the executed contract, which covers approximately $10M of the tariff exposure for our client.
Our clients also have access to available in-country inventory, providing an additional option to protect against tariffs and sudden market changes. In early 2025, we started working with a battery storage client on a 50+ MWh project with a mid-2026 Commercial Operation Date (COD). The initial options our client considered had partial to zero tariff protection. After the first two tranches of 10% tariffs were imposed on Chinese imports, our team reassessed the situation and identified the availability of US-based inventory, helping to limit our client’s tariff exposure. With the COD another 15 months out, our engineering team resized the project, including the PCS and Medium Voltage Transformer (MVT) counts, as well as built out degradation curves to meet project PPA offtake commitments, factoring for higher calendar life degradation.
Client Spotlight: Maximizing solar & storage project value through optimized domestic content strategies
An Anza customer needed support in a short timeframe in late 2024 to maximize their project profits using domestic content. With limited resources, they needed to understand if the domestic PV products originally specified were optimal for their solar and storage project or if they should potentially pivot their strategy. With the shift to new rules in 2025 looming, requiring each technology (solar and storage) to qualify separately for the domestic content bonus, the IPP needed to rapidly confirm its approach toward securing domestic content as a combined facility under the 2024 interpretation.
Anza quickly narrowed down our database of 155+ modules and 30+ BESS options to find our client’s optimal solar + storage configuration. We analyzed 18 domestic PV and 5 domestic BESS options alongside international options for each product to identify the combination that would optimize lifetime value and ensure compliance with domestic content bonus credit requirements.
Ultimately, Anza recommended a solution involving a domestically sourced Battery Energy Storage System (BESS) with internationally sourced solar modules to minimize capital expenditures (CapEx). Based on Anza’s guidance, our client unlocked $20M from the domestic content adder while maximizing the lifetime value of their selections.
Maximizing positive project outcomes in a challenging environment
Partnering with Anza, our clients optimize domestic content strategies, mitigate risks, avoid costly tariffs, and position themselves as leaders in a volatile market. Whether you’re looking to evaluate your exposure, move quickly to safe harbor inventory, or simply gain better visibility into market options, we’re here to help.
Interested in hearing directly from Anza clients about how we helped them achieve the speed, flexibility, and insight necessary to navigate challenges and seize opportunities in a rapidly changing industry? Join our upcoming webinar on Tuesday, July 15, at 11 AM PT / 2 PM ET to discover how Anza’s services can benefit your solar and storage projects.
