E034: SolarWakeup Conference Call On 201 Tariff Decision, Market Impacts and Pricing Forecast

What: On January 24th, SolarWakeup held a conference call to discuss the 201 Tariffs and their market impacts

Summary: Joined by solar experts, Colin Rusch of Oppenheimer and MJ Shiao of GTM Research, SolarWakeup held a conference call to discuss the impacts and next steps from the President’s solar tariffs. Research from Oppenheimer suggests price increases echoed by GTM Research and MJ Shiao discussed GTM Research’s data about the decline in market size.

SolarWakeup View: Prior to the call, Yann briefed the listeners about his view on the 201 results and what it meant to the businesses in the solar industry. With indication of a global settlement in the works, the question is what it will take to get it done.

Related: SolarWakeup View: Trump Announces Section 201 Determinations for Cells and Modules