Outlook to 2035 using three macroeconomic scenarios incorporating different levels of tariffs.

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Contents

1. Introduction.
2. Three scenarios offer insight into the future of the clean-energy technology supply chain.
3. High tariffs could slow adoption and increase cost of energy technologies.
4. Charting a way forward.

Scenarios

1. Productivity acceleration.
2. No real disruption.
3. Global tensions escalate.

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The above scenarios have been selected from five scenarios outlined in McKinsey’s In a moment of tariffs, can the world find balance and trust to thrive?