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Articles tagged โ€œiraโ€

2 posts

Energy & Climate12 min read

The US Clean Energy Landscape in 2026: Winners, Losers, and What Comes Next

A comprehensive look at US clean energy investing in 2026 โ€” from IRA politics and data center demand to the 2,600GW interconnection queue bottleneck. Who's winning, who's losing, and how I'm positioning my portfolio.

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Energy & Climate10 min read

First Solar: America's Solar Manufacturing Champion Has a Problem

First Solar (FSLR) sold a record 17.5GW of modules and hit $5.2B revenue in 2025. Then shares cratered 18% on weak 2026 guidance. I dig into the numbers, the technology, and whether the pullback is a buying opportunity.

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