Feb. 9 at 11:05 AM
$CSIQ – catalysts + megatrend
Energy is no longer just a commodity. It’s economic power, national security, and AI enablement. Countries are reshoring energy supply chains by policy — and CSIQ is directly in that flow.
Core setup:
• March ramp: 5 GW Indiana solar cell plant starting ops; Mesquite already live
• §45X = cash: ~
$0.11/W → ~
$550M/year at 5 GW, multi-year, gov-backed
• Vertical US mfg: margin capture + better visibility
• Battery tailwind: grid stress + AI → BESS as critical infrastructure
• Structure catalyst: higher CSIQ control over CSI assets simplifies economics
Why mispriced:
Still valued like a panel vendor, not a strategic energy manufacturer.
Triggers: Indiana ramp updates, first §45X cash, battery margin disclosure.
$TAN $FSLR $TSLA $ENPH
