Aug. 12 at 2:34 PM
$TE transcript of the call. They say they are very confident that the financing will happen. Also things are looking up for a possible data center deal in Norway. Lots of tidbits here.
Bottom line. They continue to execute well and the new 232 tariffs are great for their business l ong term. In fact they said they are the “poster child “ for these tariffs.
The bigger sadder question. We invented this technology years ago. Why is it only now that we are FINALLY building our domestic manufacturing and supply chains for something the Chinese have been building for decades and now dominate the world in? Biden and the IRA was a critical first step but it’s really sad that the only successful US company we have currently is
$FSLR which has a unique technology. We are decades behind the curve.
$CSIQ is another company to look at as they scale US production.
https://finance.yahoo.com/__quoteLeaf/TE/earnings/TE-Q2-2026-earnings_call-666514.html?.tsrc=ios
