3 Reasons Solar Stocks Could Stumble презентация

1. The Status Quo

Слайд 13 Reasons Solar Stocks Could Stumble


Слайд 21. The Status Quo


Слайд 31. The Status Quo
Unlike other emerging industries, solar isn’t creating new

demand—it’s taking it from utilities.

While utilities like NextEra Energy (NYSE: NEE) have embraced a collaborative effort with SolarCity Corporation to triple Hawaii’s solar power to around 45 MW, other electric companies aren’t so keen to embrace the solar revolution.

Слайд 4


2. Disappearing Subsidies


Слайд 52. Disappearing Subsidies
At the end of 2016, the U.S. solar investment

tax credit will drop from 30% to 10%.

The drop will hit every solar company equally, but the entire sector could lose its comparative advantage over fossil fuels and other alternative energies.

Слайд 62. Disappearing Subsidies
In the chart below, First Solar’s advantage might disappear

alongside its subsidy. Any bump in solar costs could push solar costs above coal, nuclear, and natural gas.

Current cheapest solar


Слайд 7
3. International Trade and Expansion


Слайд 83. International Trade and Expansion
China is the solar manufacturing center of

the world. While companies like SolarCity are shifting production to in-house facilities like its New York Gigafactory, they will have to deal with continued China trade issues for at least the next few years. That means managing trade tariffs, supply issues, and less ability to push back on price increases.

SolarCity’s planned manufacturing facility


Слайд 93. International Trade and Expansion
With increased competition at home, solar companies

are also looking elsewhere for expansion.



First Solar is currently in six continents, while SolarCity is set to make its first foreign foray into Mexico.


Слайд 103. International Trade and Expansion
But foreign expansion can mean unpredictable regulation,

currency fluctuation, new supply chains, and an entirely different economic market.

That can seem hard for pure play U.S. solar stock investors to swallow.

Слайд 113. International Trade and Expansion
But despite the risk, the relatively low-hanging

fruit and inherent diversification in heading international is important for solar investors to consider today, before trouble hits the U.S. horizon. With upcoming regulatory worries, now may be the time to consider the global diversity of your solar stocks.

Слайд 12The next billion-dollar iSecret  The world's biggest tech company forgot to show

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