From the conference call as per PV-Tech
"Not surprisingly, NextEra Energy Partners management were asked by financial analysts as to the impact the latest ITC case would have on its PV pipeline.
Management noted that PV module manufacturers did not want to give up on the US solar market and therefore would figure out ways to support the US market. Management also noted that any actions by module suppliers would of course take a little time to be implement but NextEra was not worried about the long-term implications of any ITC case.
The inference from NextEra management response is that PV module manufacturers such as JinkoSolar and Hanwha Q CELLS, both having been major module suppliers to NextEra would be considering the location of manufacturing operations in the US to circumvent any new import rulings that would raise module prices. "