Comment on Why First Solar’s Expansion Plan Isn’t a Slam Dunk

Why First Solar’s Expansion Plan Isn’t a Slam Dunk

The U.S. utility-scale solar market is currently a big, but finite market for solar panel manufacturers. Given the rising cost of solar panels because of import tariffs there probably won't be much expansion over the next three or four years. It's this finite market that First Solar (NASDAQ: FSLR) is trying to expand into to capture as much value as possible while competitors are hampered by solar panel import tariffs.

 

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