Core Insights - The One Big Beautiful Bill (OBBB) Act has been enacted, introducing new rules that may weaken the U.S. clean energy sector, particularly solar power, by eliminating several incentives [1][2] - Despite the negative impact on solar companies, the Senate version of the bill has softened some provisions, suggesting that the industry may not face as dire a situation as previously feared [2][3] Summary of Key Provisions - The OBBB Act cancels the 30% tax credit for residential solar systems, which will expire on December 31 of this year, significantly ahead of schedule [4] - Utility and commercial projects will see a phase-out of the 30% tax credit after 2027, with projects started after 2029 losing the credit entirely, although projects initiated within 12 months of the bill's passage are exempt [4] - The act has removed an excise tax on imported solar modules and eased timelines for commercial projects, which may provide some relief to the solar sector [3] Company-Specific Insights - **NextEra Energy**: - One of the largest diversified clean energy companies in the U.S., with 33,000 megawatts of operating energy in 2023 [5] - The stock trades at a P/E ratio of 27.5, slightly below its 10-year average, with projected EPS growth of 26% in 2024 and 7.2% in 2025 [6][7] - **First Solar**: - Focuses on domestic manufacturing of solar modules, which may provide a competitive edge under the new regulations [9] - The Royal Bank of Canada has increased its price target for First Solar from $188 to $200, with an average analyst price target of $228.69, indicating significant upside potential [10] - **Nextracker**: - Sold nearly $3 billion worth of solar trackers in the last year, primarily used in large utility-scale projects, which may shield it from the impacts of tax credit phase-outs [11] - The stock trades at a P/E ratio of 19, with a net profit margin of 17.21% and a quarterly revenue increase of 15% year-over-year [12]

Key Takeaways FSLR is advancing perovskite research to develop scalable, high-efficiency thin-film solar products. The company's new perovskite line is part of its $370M Jim Nolan Center for Solar Innovation in Ohio. FSLR acquired Evolar AB in 2023 to boost the development of next-gen perovskite-based solar technologies.Recently, perovskite solar cells have emerged as a promising alternative to traditional silicon panels, offering potentially higher efficiency and lower production costs. With the increase ...

Key Takeaways Nextracker has surged past FSLR in stock gains, up 38.4% in 3 months and 26.5% over the past year. FSLR boasts $19.8B in long-term contracts and plans to expand capacity to over 25 GW by the end of 2026. NXT hit 10 GW in India, landed a major EU project and acquired Bentek to boost U.S. supply chain.As clean energy investments continue to escalate worldwide, solar power has emerged as the fastest-growing energy source, brightening the growth prospects for key industry players like First Sola ...

AUSTIN, Texas and NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) ("T1," "T1 Energy," or the "Company") values the ongoing support in the current draft of the budget bill under consideration in the U.S. Senate for the 45X Production Tax Credit, which encourages domestic production of solar modules and component pieces. This tax policy, backed by both houses of Congress and provisionally extended through 2032, provides a foundation for the growth of a domestic solar supply chain. T1 Ene ...

24 June 2025 | 2:17PM CST China Solar Lower for longer Bottom line: Profitability inflection to be pushed out due to slower demand growth and long run normalized earnings to stay low, but still on track to reach a cyclical bottom in 2025E. We believe China's solar industry is on track to reach a cyclical bottom in 2025E with improving supply/demand balance on back of larger capex cut by Group 1 players, but mid-to-long run normalized profitability will likely stay low in our view, given demand growth slowdo ...

JinkoSolar (NYSE: JKS) is one of the largest and most innovative solar module manufacturers in the world. JinkoSolar distributes its solar products and sells its solutions and services to a diversified international utility, commercial and residential customer base in China, the United States, Japan, Germany, the United Kingdom, Chile, South Africa, India, Mexico, Brazil, the United Arab Emirates, Italy, Spain, France, Belgium, Netherlands, Poland, Austria, Switzerland, Greece and other countries and region ...

Key Takeaways FSLR aims to reach 14 GW U.S. capacity by 2026 to meet growing solar module demand. New facilities include one operational plant and another set to open in late 2025. FSLR plans to invest $0.6B more in U.S. expansions and upgrades through 2026.First Solar Inc. (FSLR) , the largest solar photovoltaic (PV) manufacturer in the Western Hemisphere, has been investing heavily in ramping up the U.S. production capacity of its modules to meet the nation’s growing solar demand. The company expects to ...

Core Insights - T1 Energy Inc. has selected Yates Construction for preconstruction services for its $850 million G2_Austin 5 GW Solar Cell Facility, supported by U.S. tariffs and policies promoting advanced manufacturing [1][2] - The Milam County commissioners have approved a long-term tax abatement for T1 Energy, contingent on meeting employment and investment targets, with the facility expected to create up to 1,800 full-time jobs by the end of 2026 [2][6] - The G2_Austin project is part of T1's strategy to establish a domestic solar and battery supply chain, addressing the demand for U.S. solar cells and modules using TOPCon technology [3][4] Company Strategy - T1 Energy aims to build a reliable and low-cost energy supply chain in the U.S. through its solar and battery manufacturing facilities [3][8] - The G2_Austin facility will complement the existing G1_Dallas 5 GW Solar Module Facility, enhancing T1's capacity to meet customer demand [3][8] Economic Impact - The project is expected to invigorate the local economy by providing high-quality jobs and promoting sustainable growth in Milam County [6][4] - T1 Energy's initiatives align with the broader goal of enhancing American energy independence and manufacturing capabilities [4][8]

SHANGRAO, China, June 11, 2025 /PRNewswire/ -- JinkoSolar Holding Co., Ltd. (the "Company," or "JinkoSolar") (NYSE: JKS), one of the largest and most innovative solar module manufacturers in the world, today announced that it has been recognized as Overall Highest Achiever in Renewable Energy Testing Center's ("RETC") 2025 PV Module Index Report ("PVMI"). This marks the sixth consecutive year that JinkoSolar has earned this distinction, solidifying its leadership in the solar industry.RETC's PVMI evaluates ...

Core Viewpoint - First Solar (FSLR), once a leader in the solar energy sector, is currently facing significant challenges, leading to a decline in its market perception and performance [1]. Company Overview - First Solar is a solar technology company that provides photovoltaic (PV) solar energy solutions across various countries, including the United States, France, India, and Chile. The company specializes in manufacturing PV solar modules using thin film semiconductor technology, which offers a lower-carbon alternative to traditional crystalline silicon PV modules [2]. Analyst Expectations - The stock of First Solar is currently rated as a Zacks Rank 5 (Strong Sell). This unfavorable ranking is primarily due to a reduction in growth expectations, with twelve analysts lowering their forecasts for the current year and eleven doing so for the following year [3].