Serious trouble ahead for solar stocks, especially utility-scale

80% of solar panel shipments to the US will be halted, perhaps for the whole year, by an anticircumvention investigation. This is going to be a huge disaster for most solar stocks, especially utility-scale sector. Domestic manufacturers like First Solar may weather the storm better, but the industry is calling this a disaster.

Solar anti-circ investigation may not be determined by Commerce until late August, said ROTH