Shoals, Fluence Energy, and Enphase Shares Are Falling, What You Need To Know
Shares of renewable energy companies Shoals, Fluence Energy, and Enphase experienced significant drops after a jobs report triggered a rate repricing, negatively impacting a sector heavily reliant on long-term debt. The rising 30-year Treasury yield above 5% compresses project returns and defers development, while the Trump administration's historical preference for fossil fuels adds further pressure. Despite recent positive news for Enphase regarding AI data center opportunities, the sector's equity valuations are falling in tandem with rising borrowing costs.
https://www.tradingview.com/news/stockstory:cd1adb98b094b:0-shoals-fluence-energy-and-enphase-shares-are-falling-what-you-need-to-know/