First Solar is trading at $268.95, up +10.16% in pre-market after newly announced Section 232 measures targeting imported polysilicon and derivatives.
- The policy includes a 15% tariff, minimum import prices, and potential incentives for U.S. production.
- The measures are expected to support domestic solar manufacturing economics and are the clearest catalyst for the pre-market rally.
- Broader market futures are mixed, while the energy sector is lower.