Active Solar - News of the month

After a volatile January, Active Solar closed the month with a flattish performance. Could this mark the end of the capitulation phase?

President Trump signed a flurry of executive orders, none of which specifically focusing on the solar sector. One of the executive order challenges the implementation of the Inflation Reduction Act (IRA), though the impact on solar remains unclear. However, Investment Tax Credits (ITC) for solar should not be impacted, as they have been in place since 2006 and have been renewed several times with bi-partisan support.

Notably, President Trump has never expressed negative views on solar, which is definitely a good sign. In addition, Elon Musk remains a strong advocate for solar energy.

Given these factors, we believe it is worth for our investors to maintain patience with the investment theme, as all signs point to a trend reversal on solar stocks in the near future.

The EU is about to reach 50% renewables in the electricity mix

Ember an independent energy think tank, released its European Electricity Review 2025 The EU confirmed its shift away from fossil fuels in 2024, with a record year of solar growth driving the decline in fossil energy. For the first time, solar power surpassed coal. Renewables rose to a record 47% share: