Solar stocks underperformed the broader markets in November, writes Jesse Pichel of ROTH Capital Partners. This is in large part thanks to uncertainty coming from the United States, where the Court of International Trade reinstated an exemption from import tariffs for bifacial modules – a decision that will likely see an appeal.
Solar stocks have underperformed in the broader market in August, writes Jesse Pichel of ROTH Capital Partners. Project delays could be on the horizon as more module imports are held up at customs, and the supply chain will start to see impacts as suppliers look for options to source polysilicon outside of China.
In June, solar stocks underperformed, writes Jesse Pichel of ROTH Capital Partners. The U.S. residential market retains a positive outlook, though rising prices and forced labor concerns represent significant challenges.
In May, cost increases across the supply chain left solar stocks underperforming in the market, writes Jesse Pichel of ROTH Capital Partners. For the U.S., higher prices for shipping and steel have hit particularly hard.
Supply shortages and price increases slowed solar stocks in April, writes Jesse Pichel of ROTH Capital Partners. In the United States, however, new policies promise to foster growth in the second half of the year.
Solar stocks enjoyed a good start in 2021, writes Jesse Pichel of ROTH Capital Partners. In the United States, the Biden administration’s focus on climate change and the expectation of further incentives for renewables saw solar stocks rally in January. The global forecast is also positive, with China and others set for big installation numbers.
Many solar companies’ stocks have soared this year, and a number of companies have seen their share prices quadruple over the past 12 months.
The biggest crash in the U.S. stock market in the last 10 years has hit solar stocks, but for the solar coaster this is nothing new.
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