First Solar

The U.S. will impose a 15% tariff and new minimum prices on imported polysilicon products, ingots, wafers and solar cells and modules from December under Section 232, aiming to bolster domestic production. Some U.S. manufacturers such as Qcells, Corning, ES Foundry and Suniva may benefit, but analysts and industry groups warn the measures could raise costs for new solar installations and prompt a pre-tariff surge in imports. First Solar, which makes non-silicon panels, welcomed the move as strategically important, while solar remains the fastest-growing source of new U.S. generation despite potential price impacts. » Más en forbes.com

The signing of a US implementing order will impose 15% tariffs and minimum import prices on polysilicon, solar cells and modules from December 4, 2026. First Solar is seen as a clear beneficiary because its cadmium telluride thin‑film modules are not affected by the silicon rules, giving competitors higher price floors. The stock jumped sharply in premarket trading, supported by a strong Q2 EPS of $3.92 and a contract‑backed order backlog of $13.6 billion through 2030; several analysts raised price targets. » Más en de.investing.com

First Solar shares rose intraday by around 5.5% after reports that the US government plans a 15% tariff and minimum import prices for polysilicon and products made from it under Section 232. First Solar is seen as a potential beneficiary because its CdTe thin-film modules are produced without Chinese polysilicon supply chains and would therefore be less affected by import duties. Strong Q2 figures (net income $423m, order backlog 45.1 GW) further supported the positive share movement despite a weak broader market. » Más en de.investing.com