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Trump Entry, Chinese New Year To Mark A Turning Point On Solar Prices?

As the Chinese New Year holidays start on Jan 29, like always, the country is already preparing for the massive national holiday, which will run into the first week of February. For the Chinese solar sector, and by extension, a large part of the global solar sector, it is the post-holiday changes that will be […]

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Green Stocks January 20- Mixed Day for Green Stocks As Trump Impact Looms

Green energy stocks had a mixed day today as the market looks for cues from the incoming Trump administration. While everyone is hopeful that the new President will continue to blow hot and cold but look for ‘deals’ eventually, worries on India’s solar exports do not seem to be top of the mind, going by […]

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Could The Trump Presidency Cast A Shadow On Indian Solar Module Makers?

The re-election of Donald Trump as the new President of the United States (US) may alter the market dynamics for Indian solar module manufacturers. Speculations are now rife over the likely fate of the Indian solar industry with Trump’s re-election. Those who have business interests in the US solar market are likely to get affected […]

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Green Stocks Nov 6: Trump Bad for Climate, But Good For Green Stocks?

Perhaps it was just the relief of putting the event behind them, or a genuine hope that a Trump presidency would broadly be good for growth, but there was little doubt that Indian market seem to consider a Trump presidency better. That explains the sharp jump seen in the markets today, with our green pack […]

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Could a Donald Trump Presidency Trip Up The IRA?

The IRA, or the Inflation Reduction Act in the United States (US), ever since it came into force in August 2022, has been unfolding the kind of impact that has never been seen yet in the clean energy industry. Even as most provisions in the IRA became effective by Jan 2023, the biggest part of […]

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