Module procurement costs are moving up immediately for developers and EPCs that are still sourcing imported cells, tightening project budgets and raising the risk of near-term schedule slips. Manufacturers without buffer inventory face a binary choice between plant downtime (lost output and higher unit costs) and premium logistics (air cargo) that can reset delivered module pricing for upcoming tenders. Developers can defer commissioning by a few months to wait for price normalization, but that shifts cash-flow timing and can trigger liquidated damages or milestone renegotiations where contracts are fixed-price. Firms with rooftop-heavy portfolios have more room to pass through price changes via periodic repricing clauses, widening the gap versus utility-scale fixed-price exposure.