This is your SolarWakeup for July 29th, 2014

Of course the blowback of the recent trade case is starting to come. I join all of those voices that call for the end of the tariffs. But the realist in me doesn’t see a negotiated alternative outcome. SolarWorld (Owned by Qatar) had a decent quarter and can now get perpetual tariffs added to competitors that do it better and cheaper. Why would they want to change that? Why would they want another alternative strategy? Maybe if the market stops supporting SolarWorld product, they would come to the table.

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Have a great day!

Yann