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US Solar’s Hoarding Habit Will Help Blunt Sting From Trump Tariffs

Greenalia is progressing with its $295 million solar project in Texas, backed by Mitsubishi UFJ Financial Group and Nomura Securities International, expected to start operations later this year.
The U.S. Government is finalizing additional tariff rates on solar components from Southeast Asia, which could impact 80% of American solar imports from this region.
First Solar's stock rose about 4% following new tariffs announced by the U.S. Government, positioning it as a winner amidst market challenges.
Silicon Ranch, supported by AIP Management's investment, is expanding its solar portfolio across several southern states, demonstrating resilience against political challenges in the clean energy sector.

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Bloomberg

Lean Left

US Solar’s Hoarding Habit Will Help Blunt Sting From Trump Tariffs

The US has imported about 80% of modules from four Southeast Asian countries that face big new levies.

5 hours ago·United States

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Clean Technica

Lean Left

Another Trump #Fail As Solar Energy Prevails In US

The leading Dutch renewable energy firm AIP is among the overseas investors that continue to see rich opportunities for solar energy in the US, regardless of federal energy policy. The post Another Trump #Fail As Solar Energy Prevails In The US appeared first on CleanTechnica.

1 day ago

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Seeking Alpha

Lean Right

First Solar shines but most solar names fall sharply as tariffs hit southeast Asia supply

Most solar shares trade lower after President Trump unveiled sweeping tariffs on imports to the U.S., including heavy levies on countries that are major manufacturers of solar products.

1 day ago·United States

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heatmap.news

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First Solar Is the Only Winner of Trump’s Tariffs

American solar manufacturer First Solar may be the big winner from the slew of tariffs Donald Trump announced yesterday against the world’s trading partners. Sorry, make that basically the only winner among renewable energy companies.In a note to clients this morning, Jefferies analyst Julien Dumoulin-Smith wrote that “in this inflationary environment, we expect FSLR's domestic manufacturing to be the clear winner” in the long term.For everyone …

1 day ago

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pv magazine International

U.S. reshapes the non-China solar supply chain

The U.S. Department of Commerce (DOC) revised antidumping and countervailing duties (AD/CVDs) on Vietnamese and Malaysian solar products in December 2024. The move has reshaped the non-Chinese supply chain, with further use of tariffs likely under the new administration, explains InfoLink’s Corrine Lin.From pv magazine 3/25 The imposition of AD/CVDs by the United States on solar modules from Vietnam, Malaysia, Thailand, and Cambodia has seen imp…

8 hours ago

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PV Tech

Trump tariffs hit Southeast Asian solar supply

US President Donald Trump has announced sweeping global tariffs on imports to the US, which have heavily impacted major solar PV manufacturing regions.

1 day ago

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