US Launches National Security Probe Into Wind Turbine Imports

The Trump administration has initiated a national security investigation under Section 232 into imports of wind turbines and their components, a move that could lead to increased tariffs and further challenges for the U.S. wind industry. This probe follows the recent imposition of a 50% tariff on the steel and aluminum content of wind turbines, adding pressure on an industry already facing phased-out tax credits and regulatory hurdles. Approximately two-thirds of a wind turbine's value comes from imports, with significant portions sourced from Mexico, Canada, China, Europe, and India, making the sector vulnerable to supply chain disruptions and increased costs. The Commerce Department is seeking public comments on issues including the role of foreign supply chains, government subsidies, trade practices, and potential security risks posed by foreign-built turbines. Industry analysts warn that higher tariffs could increase turbine costs by 7-10%, raising electricity prices and potentially delaying wind energy projects, especially onshore installations that dominate U.S. capacity. This investigation aligns with President Trump's broader efforts to slow renewable energy development, including repealing subsidies and imposing regulatory barriers.