
VK's Trading Stocks
May 23, 2025 at 03:25 AM
⚠️ Big Negative Impact on Waaree ⚠️
US Clean Energy Policy Shift Sends Shockwaves
🇺🇸 What Happened in the US?
✅ New Tax Bill Passed by the House
Faster phase-out of Investment & Production Tax Credits for clean energy
Stricter FEOC (Foreign Entities of Concern) compliance rules introduced
⚡ Result: Major headwinds for utility-scale & rooftop solar installations
🔍 Why This Matters for Waaree
1️⃣ 55% US Market Exposure
Over half of Waaree’s order book is tied to US-based solar projects
Makes the company highly sensitive to American policy changes
2️⃣ Risk of Slowdowns
Delayed or canceled projects could significantly affect revenue flow
Utility and rooftop segments face increased uncertainty
3️⃣ Strategic Urgency
Highlights the need for market diversification
Time to reassess risk management & policy adaptability