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

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.