Manufacturing And Tariff StrategyThe company's focus on expanding US solar manufacturing is in line with the US government's focus on near-shoring and helps navigate solar tariffs.
Renewable Energy ExpansionCanadian Solar's energy storage business is a growth engine that helps offset weaker solar margins, taking market share due to strong solar customer relationships.
Strategic InvestmentsThe renewable project development arm is transitioning to a build-and-hold model, supported by BlackRock's $500m equity investment.