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Poly probe outcome hard to predict

US solar stocks had a strong October but all eyes are on the Section 232 investigation into polysilicon. The size and design of quotas is expected to have a significant impact across the solar value chain, reports Jesse Pichel of Roth Capital Partners.

By

pv magazine

05 Dec 2025

The Invesco Solar ETF (TAN) increased by 9.0% for the month of October, outperforming the S&P 500, which rose by 1.9%, and the Dow Jones Industrial Average, which gained 2.4%. The top three solar stocks in the United States were Fluence Energy Inc. (+56%), Canadian Solar Inc. (+39%), and Zeo Energy Corp. (+37%). The three …

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