Key Takeaways FSLR's Q2 revenues may rise on strong solar demand and rising sales of U.S.-made modules.New tariffs likely reduced Southeast Asia output, shifting module sales to lower-priced markets like India.Higher U.S. production costs and factory underuse in Asia may weigh on FSLR's Q2 earnings performance.First Solar, Inc. ((FSLR) is scheduled to report second-quarter 2025 results on July 31, 2025, after market close.First Solar delivered a negative earnings surprise of 22.00% in the last reported quar ...

ab 21 July 2025 Global Research China Equity Strategy Potential market reaction to anti-involution drive: Lessons from 2015-16 supply-side reform China's anti-involution push gathering momentum In July 2024, the Political Bureau meeting began calling for industries to exert more self- discipline to avoid damaging involutionary competition. The Central Economic Work Conference in late 2024 and the Two Sessions this March both proposed comprehensive measures to eliminate such severe competition. This initiati ...

Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in July MTD: China Solar: Tracking profitability inflection Policy driven upstream price hike in July but muted transaction amid demand weakness Sector view: We believe the anti-involution could imply higher prices and an earlier profitability inflection vs. GSe if well implemented. Ho ...

Chinese solar firms appear to be setting up factories in Indonesia and avoiding US tariffs but Washington is catching on. This global game of cat-and-mouse continues. https://t.co/8L3Z5JtWlZ ...

RT Jesse Peltan (@JessePeltan)People are starting to realize that China’s massive buildout of solar photovoltaics has nothing to do with climate change, and everything to do with tapping the resource that makes up >99.9% of Earth’s energy budget. ...

First Solar (FSLR) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31. On t ...

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Array Technologies, Inc. (ARRY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.Array Technologies, Inc. is one of 240 companies in the Oils-Ene ...

SAN JOSE, Calif., July 23, 2025 (GLOBE NEWSWIRE) -- (NYSE: CWT)—As part of its mission to provide sustainable water utility services, California Water Service (Cal Water) has signed a 20-year power purchase agreement with EDPR NA Distributed Generation LLC (EDPR NA DG) for a 2.35-megawatt direct current (MWdc) / 1.75-megawatt alternating current (MWac) solar photovoltaic array to be installed at Cal Water’s Northeast Bakersfield Treatment Plant. The partnership between Cal Water, the largest subsidiary of C ...

Power Purchase Agreement Expected to Generate 3,800 Megawatt-Hours Annually for Bakersfield Treatment PlantSAN JOSE, Calif., July 23, 2025 (GLOBE NEWSWIRE) -- (NYSE: CWT)—As part of its mission to provide sustainable water utility services, California Water Service (Cal Water) has signed a 20-year power purchase agreement with EDPR NA Distributed Generation LLC (EDPR NA DG) for a 2.35-megawatt direct current (MWdc) / 1.75-megawatt alternating current (MWac) solar photovoltaic array to be installed at Cal Wa ...

Indian solar maker Indosol Solar expects to build 10 gigawatts of capacity spanning the value chain by 2026, tapping into government incentives that support domestic manufacturing https://t.co/tzSLNnN4mL ...