Casual Analyst
Long only, tech, growth, solar

First Solar: When Opportunity Meets Preparedness

The US Department of Commerce's preliminary finding on China subsidies has caused much consternation in the US solar industry, as the tariffs came in much higher than industry expectations. Solar installers and project developers who made plans based on low-single digits or even mid-teen percentage tariffs now find themselves in a tough spot.

The situation is particularly bad when one cons...

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