Clean Energy Sector Faces Clearer Conditions After Trump Signs Megabill -- Market Talk

Dow Jones

07/07

10:11 ET -- President Trump's signage of the "one big, beautiful bill" lifts an overhang for clean energy, Baird's Ben Kallo said in a research note. "Despite the final version being more negative than the industry (and we) had hoped, we believe this will remove a material overhang for our coverage," says the analyst. Kallo says the removal of an excise tax for Chinese components is positive for clean energy development broadly given limited domestic supply, among other changes made to the final version of the bill. The analyst notes First Solar, GE Vernova, HA Sustainable Infrastructure Capital, Itron and Ormat Technologies as companies he likes following the bill's passing. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

July 07, 2025 10:11 ET (14:11 GMT)

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Kallo says the removal of an excise tax for Chinese components is positive for clean energy development broadly given limited domestic supply, among other changes made to the final version of the bill. The analyst notes <a href=\"https://laohu8.com/S/FSLR\">First Solar</a>, <a href=\"https://laohu8.com/S/GEV\">GE Vernova</a>, HA Sustainable Infrastructure Capital, <a href=\"https://laohu8.com/S/ITRI\">Itron</a> and <a href=\"https://laohu8.com/S/ORA\">Ormat</a> Technologies as companies he likes following the bill's passing. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2025 10:11 ET (14:11 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4133","symbol_name":"新能源發電業者","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2549553386","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2549553386","pubTimestamp":1751897460,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"10:11 ET -- President Trump's signage of the \"one big, beautiful bill\" lifts an overhang for clean energy, Baird's Ben Kallo said in a research note. \"Despite the final version being more negative than the industry  had hoped, we believe this will remove a material overhang for our coverage,\" says the analyst. Kallo says the removal of an excise tax for Chinese components is positive for clean energy development broadly given limited domestic supply, among other changes made to the final version of the bill. The analyst notes First Solar, GE Vernova, HA Sustainable Infrastructure Capital, Itron and Ormat Technologies as companies he likes following the bill's passing. 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