Letter: America’s energy security starts here at home β€” if we clear the path for power

Acadiana has the land, the talent, and the work ethic to supply the power that keeps data centers running, keeps factories open, and keeps our nation competitive.

https://thecurrentla.com/2025/letter-americas-energy-security-starts-here-at-home-if-we-clear-the-path-for-power/

UBS projects that solar companies like First Solar and Nextracker will benefit from rising AI-driven power demand, despite political uncertainty over U.S. renewable energy policy.
#YonhapInfomax #UBS #FirstSolar #Nextracker #AIPowerDemand #RenewableEnergyPolicy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=80195
UBS Says Solar Stocks Like First Solar to Benefit from AI Power Demand Despite Trump Criticism

UBS projects that solar companies like First Solar and Nextracker will benefit from rising AI-driven power demand, despite political uncertainty over U.S. renewable energy policy.

Yonhap Infomax
Mizuho Securities recommends First Solar, Chewy, and Alibaba as promising stocks amid market volatility caused by tariff tensions, citing their resilience and growth potential.
#YonhapInfomax #MizuhoSecurities #FirstSolar #Chewy #Alibaba #TariffImpact #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=57668
Mizuho - 'First Solar, Chewy, Alibaba Offer Buying Opportunities Amid Tariff-Induced Market Plunge'

Mizuho Securities recommends First Solar, Chewy, and Alibaba as promising stocks amid market volatility caused by tariff tensions, citing their resilience and growth potential.

Yonhap Infomax

#FirstSolar $FSLR: EPS $3.25 outperformed forecast $2.71. Revenue $1.01B beat forecast $951.15M.

#Caesars #CZR: EPS -$0.56 missed forecast $0.13. Revenue $2.8B was below forecast $2.87B.

#Earnings #Stocks

First Solar's (#FSLR) Q2 earnings report shines: EPS exceeded forecasts at 2.20 compared to the expected 2.00. Additionally, revenue outperformed expectations, reaching 794.11M versus the forecasted 718.19M. #FirstSolar #earnings #finance
US company #FirstSolar commences #production at #Sriperumbudur #Chennai plant
First Solar is investing $684 million in the 3.5 GW plant that will produce #thinfilm modules
Have commenced production and expect to start sales, after getting BIS certification in November 2023
https://www.thehindubusinessline.com/companies/us-company-first-solar-commences-production-at-chennai-plant/article67296031.ece
US company First Solar commences production at Chennai plant 

First Solar has commenced production of its 3.5 GW plant in Sriperumbudur, near Chennai, supported by a Rs 1,170 crore allocation from India's PLI-2 scheme. It is investing $684 million in the plant to produce thin film modules, using Cadmium Telluride (CadTel) semiconductor material. The US IDFC has committed $500 million to the project. First Solar holds a unique position to manufacture solar PV modules for the Indian market, as they do not depend on the silicon value chain concentrated in China. It has an order backlog of 72 GW extending through 2029.

BusinessLine
#FirstSolar, the largest #solarpanel maker in the #US, today announced that it will invest $1.1 billion to build a fifth US solar panel production factory.
The planned factory, which will be vertically integrated, is expected to grow First #Solar’s nameplate manufacturing capacity by 3.5 gigawatts (GW) to reach approximately 14 GW in the US and 25 GW globally in 2026. https://electrek.co/2023/07/27/us-largest-solar-panel-maker-2/
The US's largest solar panel maker to spend $1.1B on its 5th factory [update]

First Solar, the largest solar panel maker in the US, will invest $1.1 billion to build a fifth US solar panel production factory.

Electrek
#FirstSolar, the largest #solarpanel maker in the #US, announced that it will supply North American wholesale power producer #CapitalPower with 1 gigawatt (GW) of ultra-low carbon thin film# solar modules.
Capital Power operates 7.5 GW of capacity across 29 facilities in the US and Canada. It has a US solar pipeline of about 2.4 GW DC.
https://electrek.co/2023/07/05/us-largest-solar-panel-maker/
The US’s largest solar panel maker just secured yet another big order

First Solar will supply North American wholesale power producer Capital Power with 1 GW of ultra-low carbon thin film solar modules. 

Electrek
The US's largest #solarpanel maker just got a huge domestic orde
US #utilityscale #solar developer #Lightsource bp has placed an order with #FirstSolar, the largest solar panel maker in the US, for 4 gigawatts (GW) of advanced thin film solar modules.
https://electrek.co/2023/02/28/the-uss-largest-solar-panel-maker-just-got-a-huge-domestic-order/
The US's largest solar panel maker just got a huge domestic order

US utility-scale solar developer Lightsource bp has placed an order with First Solar for 4 GW of thin film modules.

Electrek