This is your SolarWakeup for December 18th, 2014

The reaction to the tariff expansion from the industry is as expected. If there is a winner that I can think of at first glance it is the NAFTA Countries. Surely some of the manufacturers will move assets to the region to use the agreements to add new capacity to the US marketplace. I think regardless of recent events, those that have been trying to be the provider of last resort will fail to become the provider of only resort.

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Have a great day!

Yann