First Solar (FSLR) is the best exposed to manufacturer production tax credit tailwinds, notes John Miller. He talks about how U.S. policy framework is affecting the solar energy industry. He tracks ESG trends, and talks about if the sun can shine on solar manufacturing. He goes over how it is important to invest in solar stocks that have an effective and resilient policy framework. he also looks at some key narratives to watch in 2023 which are focused on how stridently the UFLPA will be enforced, along with details of IRA implementation guidance. Tune in to find out more about the stock market today.
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