Jun. 30 at 1:16 PM
$NXT $FLNC Funny how quickly the “clean energy” story turns into a supply-chain security story. Banning new Chinese inverters could be a real tailwind for non-Chinese suppliers.
It could also make solar and storage projects more expensive if domestic supply cannot scale fast enough. So yes, bullish for names like
$ENPH and
$SEDG on paper.
But the real question is whether policy creates new demand for them…or simply creates another bottleneck. Who benefits first: domestic suppliers or higher project costs?
