Solar names slide as Biden subsidies seen insufficient against China - report-To The Moon - Tiger Brokers Online Investing Community

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Solar names slide as Biden subsidies seen insufficient against China - report

seekingalpha03-13

Solar stocks post broad losses in Tuesday's trading as a Bloomberg report warns that many planned U.S. solar factories probably will not be built, as cheap imports from China push global cell and ...

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·03-13
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The 2022 Inflation Reduction Act contained a subsidy of $0.07/watt for domestic solar panel factories that use imported cells, sparking several U.S. plant announcements, but the subsidies will not guarantee a profit for U.S. factories because domestic prices for panels are expected to plunge from ~$0.23/watt this year to $0.16/watt by year-end 2025, according to the report. Enphase Energy (NASDAQ:ENPH) is one of the day's two top losers on the S&P 500, -5.5%; among other solar names, First Solar (FSLR) -1.9%, SolarEdge Technologies (SEDG) -2.3%, SunPower (SPWR) -3.5%, Array Technologies (ARRY) -3.8%, Shoals Technologies (SHLS) -5.2%, Maxeon Solar (MAXN) -7%, Sunrun (RUN) -7%, Sunnova Energy (NOVA) -7.4%. ETF: (TAN) \"Global price pressures, and especially cheaper and cheaper imports, will result in many U.S. factories facing a pretty rude awakening, [which] will probably lead to a lot of factory cancellations,\" Bloomberg analyst Pol Lezcano writes. Also, the plants that open likely will use cells made with Chinese polysilicon because the material costs twice as much when sourced elsewhere, the report said.  More on Enphase Energy  Enphase Energy: The Bottom Is In Enphase Energy: The Perfect Time To Buy Enphase Energy: Raging On","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":283569968947320,"gmtCreate":1710269901013,"gmtModify":1710269904509,"author":{"id":"4089880141731720","authorId":"4089880141731720","name":"MandeepNZ","avatar":"https://static.tigerbbs.com/88b2161ab42962dfb0d7f85a881204ee","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4089880141731720","authorIdStr":"4089880141731720"},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283569968947320","repostId":2419550623,"repostType":2,"repost":{"id":"2419550623","kind":"news","pubTimestamp":1710261285,"share":"https://ttm.financial/m/news/2419550623?lang=&edition=fundamental","pubTime":"2024-03-13 00:34","market":"sg","language":"en","title":"Solar names slide as Biden subsidies seen insufficient against China - report","url":"https://stock-news.laohu8.com/highlight/detail?id=2419550623","media":"seekingalpha","summary":"Solar stocks post broad losses in Tuesday's trading as a Bloomberg report warns that many planned U.S. solar factories probably will not be built, as cheap imports from China push global cell and pane","content":"<html><body><p>Solar stocks post broad losses in Tuesday's trading as a Bloomberg report warns that many planned U.S. solar factories probably will not be built, as cheap imports from China push global cell and panel prices so low that even federal subsidies cannot<span> sustain domestic plants.</span></p> <p>The 2022 Inflation Reduction Act contained a subsidy of $0.07/watt for domestic solar panel factories that use imported cells, sparking several U.S. plant announcements, but the subsidies will not guarantee a profit for U.S. factories because domestic prices for panels are expected to plunge from ~$0.23/watt this year to $0.16/watt by year-end 2025, according to the report.</p> <p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> (<span>NASDAQ:ENPH</span>) is one of the day's two top losers on the S&amp;P 500, <span>-5.5%</span>; among other solar names, First Solar (FSLR) <span>-1.9%</span>, SolarEdge Technologies (SEDG) <span>-2.3%</span>, <a href=\"https://laohu8.com/S/SPWR\">SunPower</a> (SPWR) <span>-3.5%</span>, Array Technologies (ARRY) <span>-3.8%</span>, Shoals Technologies (SHLS) <span>-5.2%</span>, Maxeon Solar (MAXN) <span>-7%</span>, Sunrun (RUN) <span>-7%</span>, Sunnova Energy (NOVA) <span>-7.4%</span>.</p> <p>ETF: (TAN)</p> <p>\"Global price pressures, and especially cheaper and cheaper imports, will result in many U.S. factories facing a pretty rude awakening, [which] will probably lead to a lot of factory cancellations,\" Bloomberg analyst Pol Lezcano writes.</p> <p>Also, the plants that open likely will use cells made with Chinese polysilicon because the material costs twice as much when sourced elsewhere, the report said.</p> <div> <h2>More on Enphase Energy</h2> <ul> <li>Enphase Energy: The Bottom Is In</li> <li>Enphase Energy: The Perfect Time To Buy</li> <li>Enphase Energy: Raging On</li> </ul> </div></body></html>","source":"seekingalpha_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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The 2022 Inflation Reduction Act contained a subsidy of $0.07/watt for domestic solar panel factories that use imported cells, sparking several U.S. plant announcements, but the subsidies will not guarantee a profit for U.S. factories because domestic prices for panels are expected to plunge from ~$0.23/watt this year to $0.16/watt by year-end 2025, according to the report. Enphase Energy (NASDAQ:ENPH) is one of the day's two top losers on the S&P 500, -5.5%; among other solar names, First Solar (FSLR) -1.9%, SolarEdge Technologies (SEDG) -2.3%, SunPower (SPWR) -3.5%, Array Technologies (ARRY) -3.8%, Shoals Technologies (SHLS) -5.2%, Maxeon Solar (MAXN) -7%, Sunrun (RUN) -7%, Sunnova Energy (NOVA) -7.4%. ETF: (TAN) \"Global price pressures, and especially cheaper and cheaper imports, will result in many U.S. factories facing a pretty rude awakening, [which] will probably lead to a lot of factory cancellations,\" Bloomberg analyst Pol Lezcano writes. Also, the plants that open likely will use cells made with Chinese polysilicon because the material costs twice as much when sourced elsewhere, the report said.  More on Enphase Energy  Enphase Energy: The Bottom Is In Enphase Energy: The Perfect Time To Buy Enphase Energy: Raging On","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}