Battling the elements – 09-2025

Despite oncoming policy obstacles, acceleration is the word of the day for US solar. Project timelines are moving forward to get construction underway much quicker than planned, and financiers and component suppliers are reacting to the change.

This urgency is necessary. And it’s already being reflected in the stock market. In his monthly look at solar stocks, Roth Capital’s Jesse Pichel attributes recent outperformance for solar compared to the broader market to expedited project plans as developers in the US adapt to the impending removal of incentives.