Trump’s “One Big Beautiful Bill” is Putting a 60-Day Countdown on America’s Solar Future

If you heard a loud, collective scream coming from the solar sunbelt…. somewhere between San Diego and Scottsdale, it was probably the entire solar industry reacting to Trump’s “big, beautiful” tax bill like Dracula stepping into daylight and realizing SPF 100 isn’t cutting it anymore.

Ever since Trump got reelected in November, solar CEOs have been losing sleep. And not the “we need to innovate” kind of scrambling. No, this was pure, sweaty panic… the kind that ends with them upgrading to LinkedIn Premium and sending “Let’s connect!” messages to every lobbyist, hedge fund manager, and former intern who once mentioned the word “climate” in a tweet. Is it desperate? Absolutely. But when the president of the United States says (out loud) that he wants to bulldoze your entire industry, networking becomes less optional and more “grab the lifeboats.”

Trump’s disdain for clean energy isn’t new. But this time, it’s got legislation behind it. He’s called solar farms “ridiculous,” ranted that no one wants to look at “miles and miles of panels,” and now he’s pushing a tax and spending bill that reads like a hit piece on the entire renewable sector.

His new tax and spending bill (which he lovingly dubbed “one big beautiful bill”) goes for the jugular. First, it axes the 30% rooftop solar tax credit, which homeowners have been using for years to justify dropping thirty grand on panels and telling neighbors they’re “off the grid.” It also rips out chunks of the Inflation Reduction Act… grants for cutting air pollution, incentives for buying electric heavy-duty trucks, the works. And just to crank the anxiety to 11, it accelerates the entire clean energy tax credit timeline. Projects now have to break ground within 60 days of the bill passing and be wrapped up by the end of 2028… or they lose the subsidies altogether.

The market’s reaction was about what you’d expect if someone unplugged the sun. Complete Solaria crashed 22%. Enphase and SolarEdge both dropped over 10%, and First Solar slid another 6.5%. Even Canadian Solar got dragged down 10%... and they’re not even American.

Residential solar is especially screwed. Without the 30% credit, convincing homeowners to drop five figures on rooftop panels gets a lot harder… especially when their alternative is just doing nothing. And for large-scale projects? Trump’s permitting policies are basically designed to make sure solar and wind go extinct somewhere between “environmental review” and “oops, the deadline passed.”

As Raymond James analyst Pavel Molchanov put it, this bill is a “sucker punch.” And right now, the industry’s best-case scenario is a Senate rewrite that slows this thing down or dials back the most aggressive cuts. But if the bill sails through as-is, a whole lot of clean energy firms are about to find out what it feels like to be broke… again.

PS: It’s a mess out there.

One day the market’s ripping, the next day it’s Black Monday all over again. Recent earning’s reports have been a total coin flip. One stock beats and explodes 30%… the next misses by a penny and gets sent to the Shadow Realm. And through it all, everyone’s begging for Jerome Powell to finally cave and cut rates.

But underneath all the panic headlines (“Inflation too sticky!” “Recession imminent!” “Tariffs round 4 incoming!”) something wild is happening…

We’re seeing violent price action. Especially in the small-cap space, where low floats and high anxiety are creating the perfect recipe for 100%+ pops before lunchtime. Some of these names are moving 200%+ in under 24 hours… and to our knowledge, NO ONE else is covering them.

Except us.

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Stock.News has positions in Sunrun.