US Grid Operators Scramble Amidst Canadian Electricity Tariff Dispute
Uncertainty surrounds the impact of President Trump’s tariffs on Canadian electricity imports into the U.S., with grid operators lacking clear guidance on duty allocation and collection. ISO New England estimates potential annual costs between $66 million and $165 million, raising concerns about compliance and potential bankruptcy. While some operators believe electricity is exempt, Ontario has already implemented a retaliatory surcharge on its exports, creating further market instability and uncertainty regarding the ultimate impact on U.S. power supplies. Quebec, another major exporter, is currently assessing its options.
John Q. Hosedrinker