‘Buy the dip’ on T1 Energy’s Fuzzy Panda domestic doubt, Roth says
A short-seller report suggesting T1 Energy is not compliant with FEOC restrictions from claiming US clean energy tax credits sent the stock down 13%, before heavy market activity drove the price back toward 52-week highs the next day.
Prepaid leases emerge as residential solar customer pathway to accessing federal tax credits
Installers are increasingly turning to third-party ownership models to bridge the gap left by expiring residential tax credits.
Residential solar to decline 33% year-over-year, said Roth Capital Partners
The U.S. residential solar market faces immediate pressure as tax credits expire and FEOC challenges mount.
Key takeaways from Roth Capital solar and storage symposium
Last week, ROTH Capital Partners hosted over 50 public and private companies and industry experts during its 12th Annual Solar & Storage Symposium at RE+ in Las Vegas. The three-day event offered perspectives on the evolving policy and market backdrop shaping solar, storage, and related sectors.
New risks for U.S. solar
The One Big Beautiful Bill Act (OBBBA), a related executive order and other policy developments introduce new risks to the solar and energy storage industries in the United States. Changes to tax law affect everything from residential rooftop systems to utility-scale projects. Jesse Pichel and Lev Seleznov of Roth Capital Partners examine the key provisions in recent U.S. policy announcements and their likely impact on the industry.
Revised solar stock investment risks
The Invesco Solar ETF (TAN) underperformed the S&P 500 and Dow Jones Industrial Average (DJIA) in April 2025. Jesse Pichel of Roth Capital Partners attributes this to concern over proposals included in the U.S. administration’s budget reconciliation bill that could be detrimental to the solar industry.
Preliminary decision announced on U.S. solar cell imports
The preliminary decision on countervailing duties on cells from companies in Vietnam, Cambodia, Malaysia and Thailand are lower than some expected for several major Chinese producers.
Sunrise brief: U.S. residential solar down 20% in 2024
Also on the rise: $1B in financing for 400 MW/1600 MWh solar-plus-storage project. Peak Energy secures $55 million Series A funding to manufacture sodium-ion batteries. And more.
U.S. residential solar down 20% in 2024
A webinar hosted by Roth Capital Partners looked at the health of the residential solar market and forecasts for next year.
New solar antidumping tariffs are on the way, said Roth
The solar industry experienced project delays and cancellations when antidumping and countervailing duty (AD/CVD) tariff enforcement threatened supply in the past. Another round may be on the way as soon as this April, said a note from Roth Capital Partners.
