Deutsche Bank highlights a buying opportunity in the solar sector, especially for First Solar, as shares have dropped recently. The outlook depends heavily on an upcoming US Commerce Department decision on Section 232 tariffs affecting solar polysilicon imports. Clean power, led by solar and storage, now accounts for about 90% of new US electrical capacity, signaling strong growth potential. Meanwhile, energy markets remain stable despite geopolitical tensions in Iran, with US energy abundance supporting economic strength and moderating oil prices around $70 per barrel. Nuclear energy also gains attention with existing plants favored over new small modular reactors. Investors should watch policy developments closely as they will impact energy stocks significantly.
