Chinese Climate Tech Wins From US Supreme Court Tariff Ruling

The Supreme Court’s recent decision to strike down President Donald Trump’s global tariffs is shaking up the climate tech trade.

The Feb. 20 ruling is good news for companies like Tesla Inc., which have seen production costs soar since last spring. In the third quarter of 2025 alone, the tariff costs on its energy storage business stood at roughly $200 million, the company said in its October earnings call.

Countries such as China, whose exporters will now face lower trade barriers, will benefit as well. But the relief could be short-lived as the administration threatens to use other policy tools to ...