Array Technologies, Inc. (ARRY) Deep Dive

Will macro help or hurt the thesis?

Material.

• Utility-scale solar demand is driven by policy (tax credits, safe-harbor timing), power economics, and capex cycles. Positive policy/tax windows accelerate build; macro slowdowns or safe-harbor delays push projects out and compress short-term revenue.

• Strong renewable mandates and macro push to decarbonize supp…