Trump's war on solar is insane, page-29

Some further reading.
The losers have been mentioned, installers and utilities currently engaged in large scale solar projects.
Additionally some of the increased costs as a result of tariffs will be offset via tax credits and depreciation.

”the forecast winners are"
https://www.bloomberg.com/news/arti...at-actually-stand-to-gain-from-trump-s-tariff
First Solar

Tempe, Arizona-based First Solar Inc. is the most obvious winner. That’s because it makes some of its panels in the U.S. Also, the kind of thin-film panels it manufactures may be exempt from the tariffs that Trump approved Monday.

Tesla’s Gigafactory

Then there’s Tesla Inc. You’d think, as a big-time rooftop solar installer, Tesla would be a big-time loser. But coincidentally, Elon Musk’s Palo Alto, California-based company recently opened one of its so-called gigafactories in Buffalo, New York, with Panasonic Corp. The plant manufactures solar equipment.
In a statement issued Monday, Tesla cited the factory and said it’s committed to expanding its domestic manufacturing “regardless of the solar tariff decision.”

SolarWorld, Suniva

The two solar manufacturers that pushed the Trump administration for tariffs, SolarWorld Americas and Suniva Inc., clearly stand to gain -- despite Trump’s decision falling short of expectations.

Suniva had sought duties of 32 cents a watt on imports. Trump’s tariffs translate to a charge of about 10 cents a watt, according to Hugh Bromley, a New York-based analyst at Bloomberg New Energy Finance.

Still, the tariffs stand to boost the value of the companies -- and aid their debtors -- as they explore potential sales.

And Lastly, Wait for It: Chinese Manufacturers

The prospect of tariffs had already prompted some Asian solar companies to consider building factories in the U.S., including China’s Longi Green Energy Technology Co. To the extent that it follows through with those plans, the company could remain in the game and gain an advantage over its peers abroad.

And if the tariffs really do lead to a resolution over the much larger solar trade dispute between China and the U.S. and ease previously imposed duties, Credit Suisse Group AG sees another “silver lining” for Chinese solar manufacturers:
“Such a resolution could bring Chinese solar products to par pricing with imports from other countries,” the bank’s analysts, including Michael Weinstein, said in a report late Monday.