Can you Make Money Trading Solar Stocks?

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack a solar stock rally driven by Trump’s unexpectedly soft tax credit changes—boosting First Solar and Enphase. They explain how government regulation favors incumbents. Meanwhile, Britain’s net-zero push stalls amid local opposition to land grabs for wind and solar. Trump greenlights drilling in 82% of Alaska’s petroleum reserve, potentially benefiting ConocoPhillips. He also delays China tariffs tied to Russian oil, aiming to broker peace. Germany faces economic strain from rising energy costs and tariffs, and Civitas replaces its CEO after deep losses.

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Timestamps:

00:00 - Intro

00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared

02:25 - Britain’s net-zero scheme is being derailed by opposition to solar and wind projects