Solar stocks shine after Trump extends China tariffs to polysilicon products

Wall Street Crowns First Solar As Clear Winner After Trump's Polysilicon Tariffs Create "Structural Floor"…

Trump imposes 15% tariff and price floor on polysilicon derivatives, lifting module costs to 40-45¢/watt from 30¢ to protect US solar supply chain. First Solar becomes clear winner via domestic manufacturing and tax credits; structural pricing floor reshapes utility solar project economics across the sector.