Canadian Solar faces headwinds from US solar sector regulations and tariffs

seekingalpha.com

Canadian Solar's FQ3 2025 guidance indicates impacted sales and gross profit due to structural headwinds in the US solar sector. These headwinds include tightened federal permits for renewable projects and import tariffs, negating benefits from recovering polysilicon prices and higher module prices. The company faces mixed near-term prospects due to debt, higher US capital expenditures, and recent stock performance suggesting a potential correction.


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Canadian Solar faces headwinds from US solar sector regulations and tariffs | News Minimalist