VK's Trading Stocks
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

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