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As tariff tensions escalate, one stock has emerged as the lone bright spot in the solar sector. With the U.S. slapping a jaw-dropping 3,521% duty on select solar goods from Cambodia - the steepest penalty following a probe into four Southeast Asian nations - Arizona-based First Solar, Inc. (FSLR) had appeared to be a clear winner.
While Malaysia got off relatively lightly with sub-35% tariffs, the overall clampdown targets $11.9 billion worth of 2023 shipments that once formed the backbone of U.S. solar imports. The sharp turn of events stems from claims that Chinese companies, operating out of Southeast Asia, benefited from subsidies that crushed American manufacturing.
