Executive Order - Energy and Power Perspective

Jeremy Erndt is a seasoned power development, engineering, and operations professional, with experience in power generation, infrastructure, and the sector with J.S. Held.

Apr 8, 2025

2 min

Jeremy Erndt

The tariffs imposed by the Executive Order (EO) are expected to significantly impact the energy and infrastructure sectors. New build energy projects in the United States heavily depend on importing components such as inverters, transformers, cabling, solar panels, mounting racks, and batteries from regions such as Southeast Asia, China, and the European Union. These tariffs are likely to affect all energy and infrastructure projects.


We are seeing large capital projects across the United States impose caveats within their EPC contracts; allowing for steep and continual price adjustments upward. This is impacting billions of dollars of critical material and contractual obligated componentry. This also includes all materials with high volatility (steel, copper, aluminum). Not only are projects costs on the rise but so are supply chain disruptions, potentially causing delays in project timelines and/or project cancellations.


The United States continues to grow in energy demand requirements, provided the vast deployment of data centers. Because of this grid reliability, modernization and new build implementation is critical in the coming decade. The tariffs are likely to have a large impact on these projects as well, given their requirement for componentry from all the regions impacted.

As this situation continues to develop, the full implications and responses for the energy and infrastructure industry will become more apparent.



Jeremy Erndt is a seasoned power development, engineering, and operations professional, with experience in power generation, infrastructure, and the sector with J.S. Held.


He has led utility-scale power, transmission, port, and water projects from early development and conceptual design through NTP and eventual operation. He is an international development expert and supports a variety of programs for capital project development. Jeremy is a subject matter expert in project due diligence, engineering, and constructability for large-scale projects. Jeremy has been involved in various project-related and company mergers and acquisitions, thus providing a comprehensive track record and perspective of financial transactions at all stages. He has nearly two decades of experience in the development, engineering, construction, and operations of energy and infrastructure projects, spanning more than 30 GW within energy projects and over $60B of capital expenditures within infrastructure.


Looking to know more or connect with Jeremy Erndt? Simply click on the expert's icon now to arrange an interview today.


For any other media inquiries - contact :


Kristi L. Stathis, J.S. Held

+1 786 833 4864

Kristi.Stathis@JSHeld.com

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Jeremy Erndt

Jeremy Erndt

Vice President, Energy & Power

International Development Expert | Energy and Infrastructure Project Lead | Power Development, Engineering, and Operations Professional

Energy AdvisoryEnergy Transition ConsultingWind Turbine TechnologyBattery TechnologyPower Reliability & Resilience

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