Trump Has Put Solar In Limbo. Fallout for First Solar, Enphase, Sunrun Earnings. - Barron's
1. U.S. tariffs threaten solar industry's recovery and growth potential. 2. Tariffs on solar components may inflate prices, affecting demand. 3. High borrowing costs and unsold inventory worsen sector challenges. 4. Investor sentiment remains negative due to economic and policy uncertainties. 5. Future of the Inflation Reduction Act remains uncertain under Trump.