First Solar: Made In America, High Growth, And Dirt Cheap

  • First Solar has over half of their manufacturing capacity in the US with more capacity coming online this year, and their international capacity isn't in China. President Trump's energy sector deregulation policies will also help solar developers by reducing permitting time. First Solar has experienced high growth over the past few years and growth is likely to continue. Reshoring of manufacturing and renewable energy investments will lead to more demand.