It’s an abrupt turn after a good year for the industry. The Guggenheim Solar exchange-traded fund (TAN) is up 31% since Jan. 1, compared with the Nasdaq Composite’s 21% rise. Those returns reflected the strong demand enjoyed by the solar industry, as developers and installers raced to get ahead of the threatened U.S. tariff and reductions planned by China in 2018 for domestic solar projects. June-quarter shipments of modules rose 68% year over year at JinkoSolar, while shipments rose 89% at JA Solar. And the ITC’s move toward tariffs may spur continued stockpiling of orders by these companies’ customers in the year’s remaining months.
http://www.barrons.com/articles/will-new-tariffs-dim-the-solar-power-boom-1506746992
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