Biden expected to remove tariff exemption for bifacial solar panel imports - Reuters

TAN: Current Macroeconomic Difficulties Will Not Stop Long-Term Growth

TAN: Solar Stocks Slump To Key Support As Rates Jump

Invesco Solar ETF (TAN) has sharply underperformed the S&P 500 over the past six months. The rate-sensitive space is threatening to make lows going back to July 2020. TAN has reached a pivotal support point and is trading at less than 16x earnings. Energy stocks have performed well in the last six months, but renewable energy stocks like the Invesco solar ETF have not.

Monday's ETF Movers: COPX, TAN

Weekly Report: what happened at TAN last week (0408-0412)?

Real Estate, Regional Bank Stocks Tank, Energy Cushions The Blow: March Inflation Rates Shake Up Sectors

Annual Consumer Price Index inflation rate surges to 3.5% in March 2024, surpassing expectations for 3.4%. Core inflation, which excludes energy and food, also exceeded expectations. Investors revise down their expectations for imminent Fed rate cuts. Regional banks and solar stocks fell the most. No sectors managed to escape daily losses.

U.S. grid operators say they're ready for big solar generation drop in today's eclipse

Energy U.S. Grid operators say they're ready for big solar generation drop in today's eclipse. More than 6.5 GW of domestic solar PV capacity will be totally obscured from sunlight. Texas will lose the most capacity of any state, with solar generation dropping by 92% at the peak of the eclipse.

Weekly Report: what happened at TAN last week (0401-0405)?

Enphase: Bad News Baked In, Shares Stabilizing Ahead Of Q1 Earnings

Enphase Energy, Inc. (ENPH) shares have begun to stabilize in the last few months. Enphase Energy sports a modest P/E compared to its history and a low PEG ratio. Oil prices rise to highest level since October while yields have been on the rise. Solar stocks suffered in 2022 when solar stocks suffered. Shares of ENPH have outperformed the SPX since November.

SMA Solar Technology: Solid Earnings And Attractive Valuation Compared To Peers

SMA Solar Technology delivered strong financial results for fiscal year 2023, with group sales growing 79% and net income quadrupling. The company's large scale projects segment showed particularly impressive growth. SMA Solar inverters are well suited for large scale solar projects and are expected to outperform by a significant margin in 2024. The solar inverters company has a positive outlook for utility-scale projects.

Solar groups warn new U.S. trade probe looms - Bloomberg

Solar groups warn new U.S. Trade probe looms. New petition alleging solar panels from Asian countries are being dumped in the U.s. Could lead to additional tariffs on foreign-made panels. First Solar shares rose 1.8% in Friday's trading. Guggenheim Partners says more trade uncertainty is good for solar companies.

Clean Energy, Semiconductors Among Interest-Rate-Sensitive Sectors Hammered Thursday Afternoon On Rate Cut Concerns

U.S. Labor Department reports more initial jobless claims than expected. All indices opened the day higher. But Fed speakers appeared tentative about the notion of cutting interest rates too early, sending stocks into a freefall. The data was construed as a signal the labor market is cooling down.

S&P 500, Nasdaq 100 Eye Record Close As Magnificent 7 Rally, Bitcoin Rebounds: What's Driving Markets Thursday?

S&P 500, Nasdaq 100 and Dow Jones on track for record closes as major averages all show gains Thursday. Data shows surge in last week's unemployment claims, which could signal slowing labor market pace in March. AI-related stocks outperformed, with the Global X Artificial Intelligence & Technology ETF reaching fresh all-time highs.

Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts

Home Market Outlook Economy Analysis Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts. The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. Consumer spending, the prime driver of the economy, showed signs of strain. The skepticism directed towards electric vehicles and renewable energy in Q1.

Weekly Report: what happened at TAN last week (0325-0329)?

Trump Is Taking Aim at Biden's Climate Law. Which Stocks Could Dodge the Bullet.

Clean energy stocks could be hit hard if Donald Trump wins the election. The Heritage Foundation says the 2022 law's subsidies for electric vehicles and clean power should be scrapped. Solar and wind companies could see the biggest impact from a repeal of the law. But the law's bipartisan support is likely to keep the law in place.

2 Of The Top 5 World Economies Can Now Run 100% On Renewable Energy

State of California has vowed to have 100% clean power by 2045. Recent data shows that wind, water and solar power supply exceeded total demand for up to six hours daily. Wind, solar and water represent 70% of the state's power supply. The rest is provided by natural gas and nuclear energy.

Wednesday's ETF Movers: TAN, CQQQ

Yellen Issues Warnings On China's Green Energy Exports: It 'Hurts American Firms And Workers'

Treasury Secretary Janet L. Yellen is set to voice concerns about China's green energy exports in a speech scheduled for Wednesday, March 27. She will address potential market distortions caused by China's aggressive export strategy. China's overcapacity disrupts global prices and production trends, Yellen says.

Tuesday's ETF Movers: ARKF, TAN