Climate Changed
Trump Tariffs Help Investors See Rooftop Solar's Bright Side
- Tariffs more painful for panel makers than installers
- Falling prices helpful to buyers like Sunrun and Vivint
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Residential-solar companies have been on a tear this year, thanks in part to renewable-energy critic Donald Trump.
Shares of panel makers and the rooftop developers that buy their equipment largely traded in a pack in recent years as clean power emerged as a new part of the energy industry. But the president’s much-feared solar tariffs in January prompted a clarifying realization by investors: not all solar companies are alike.