Canadian Solar ($CSIQ) has grown from a Canadian panel maker into a global solar energy powerhouse, expanding from module manufacturing into utility-scale project development and a fast-growing energy storage business after its Recurrent Energy acquisition. Its vertically integrated model—making wafers, cells and modules while also developing and selling large solar-plus-storage projects—gives it control over costs and a deep project pipeline, but also makes it capital- and operationally intensive. With much of its manufacturing in China and Asia, it benefits from scale but faces geopolitical and tariff exposure, prompting moves to build U.S. factories to tap incentives and reduce risk. The company’s geographic diversity and integrated approach provide resilience, yet it competes fiercely with major module makers and must manage price pressure, cyclical demand, and heavy capex. Long-term renewable and storage demand is a strong tailwind, but execution, competition and policy risks leave the outlook balanced between significant upside and notable vulnerability. Is Canadian Solar a durable, integrated winner in the energy transition—or a high-stakes, capital-hungry player walking a narrow path?
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