Renewable stocks are getting hammered today in response to Republicans' proposed changes to energy tax credits in the reconciliation bill.

But domestic solar manufacturers are taking off. 

The legislation proposes an excise tax on solar panels and wind turbines that rely on components from foreign entities, namely China. That's most of the industry. So Wall Street is betting on the few that are likely to see market share grow in the coming years.

Reporter, writer and analyst. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.nyc.

crazy times in the market! 🤯 interesting to see which companies will rise above all this. anyone else thinking of investing in domestic solar? ☀️📈