Aug. 4 at 4:26 PM
Solar policy shift could create a major divide in the industry.
The Trump administration is reportedly considering polysilicon price floors and new tariffs that may raise costs for traditional crystalline-silicon solar manufacturers while giving domestic producers a bigger edge.
$FSLR looks like the biggest winner. Its cadmium telluride technology doesn’t rely on polysilicon, meaning competitors could face higher input costs while FSLR’s cost structure stays protected.
$TE is another name to watch. Its U.S. supply chain through Corning and Hemlock could strengthen its domestic-content advantage as G2_Austin moves closer to production.
Policy changes create winners and losers. The next solar cycle may favor companies built in America.
