A lot happened in the solar industry and we're here to make sense of it all. The Environmental Protection Agency's new proposal to reduce CO2 emissions by 25% by 2020 and 30% by 2030 from 2005 levels has put cap and trade back on the table but it may not help solar as much as you think.
What will impact the industry is a trade war with China, which will increase costs for companies like SolarCity (Nasdaq: SCTY), who buys panels from companies like Trina Solar (NYSE: TSL). SolarCity will adjust but Trina will lose a major demand source without a negotiated solution.
The beneficiary is SunPower (Nasdaq: SPWR), who suddenly became more economical versus competitors.
To top it off, SunPower and SunEdison (NYSE: SUNE) are setting themselves up for growth by selling debt. Find out more in the slideshow below.
