January 22, 2026
LME Metal Prices Mostly Higher vs. Previous Close. Copper +0.17% to $5.79/lb; aluminum +0.32% to $1.56/lb; nickel +0.31% to $9.49/lb; zinc +0.61% to $1.58/lb; lead +0.11% to $1.11/lb; gold -0.20% to $4,822/oz; silver +0.58% to $93.59/oz;…
January 21, 2026
GE Vernova announced that Mavi Zingoni, GM of its Power division, has resigned to be replaced by Gas Power GM Eric Gray. Vertiv announced new modular cooling solution for <100kW racks. Amazon buys shovel-ready 1.2GW+1.2GW…
January 16, 2026
California Solar Initiative (“CSI”) Data Sheds Light on State of Affairs for Module Level Performance Electronic (“MLPE”) Bellwethers Enphase and SolarEdge, as well as U.S. Storage Market. In this note, we provide the key takeaways from…
January 15, 2026
Two-phase liquid cooling leader Accelsius closes $65mm of Series B funding at an unknown valuation, led by Johnson Controls ($35mm) and Legrand ($30mm). VRT ($172.39, SELL) – Liquid cooling entrant receives VC funding for Austin,…
January 15, 2026
LME Metal Prices Surged Higher Yesterday. Copper -0.13% to $6.00/lb; aluminum +1.22% to $1.61/lb; nickel +0.59% to $9.56/lb; zinc +0.67% to $1.59/lb; lead +0.33% to $1.13/lb; gold +0.87% to $4,626/oz; silver +6.70% to $92.78/oz; platinum +2.57%…
January 13, 2026
Bottom Line. Last Thursday (link), in what can only be described as unambiguously bad news for publicly traded Chinese solar manufacturers, the CCP quietly pulled the rug out from under the industry’s economics. Effective April…
January 9, 2026
Anti-Involution Hopes Drove Stellar Performance in Chinese Solar Stocks in 2025. China’s “anti-involution” push in solar is Beijing admitting – quietly – that endless capacity growth and price wars have produced impressive volume statistics and…
January 8, 2026
LME Metal Prices Mostly Higher Yesterday. Copper -2.55% to $5.86/lb; aluminum +1.20% to $1.58/lb; nickel +4.76% to $9.85/lb; zinc +0.06% to $1.57/lb; lead +0.55% to $1.14/lb; gold -0.79% to $4,459/oz; silver -3.34% to $78.55/oz; platinum -5.67%…
December 31, 2025
Major Chinese solar producers are aggressively pushing for price increases across the entire value chain, citing rising costs for silver paste and raw materials. Despite these higher quotations, market transactions have largely stalled as downstream…
December 30, 2025
We understand that South Korea-based Doosan Enerbility, increasingly focused on winning a foothold in global large-scale gas turbines, has won an equipment order to provide the CCGT for a 2.4 GW power plant near Doha,…
December 29, 2025
Leading clean energy developer Matrix Renewables announced it would retain Tesla as E&C partner for its standalone 1GWh BESS in Eccles, Scotland. PRIM ($128.00, BUY) – Competitors receive full notice to proceed as E&C on…
December 24, 2025
Downstream value-chains pass on silver inflation in this week’s rally even as the upstream commodity takes a step back. Please see bottom of report for important disclosures Gordon L. Johnson/GLJ Research LLC ————————————————– Polysilicon Futures…
December 23, 2025
GE Vernova announced a major contract award to supply HVDC convertors for Adani Energy Solutions’ Gujarat, India renewable power transmission corridor. GEV ($661.81, BUY) – T&D India wins major India HVDC order (link)GE Vernova’s India…
December 19, 2025
LME Metal Prices Mostly Higher Yesterday. Copper +1.28% to $5.33/lb; aluminum +0.40% to $1.41/lb; nickel +1.24% to $7.53/lb; zinc +0.53% to $1.48/lb; lead +0.27% to $1.08/lb; gold -0.21% to $4,329/oz; silver -1.39% to $65.34/oz; platinum +1.28%…
December 16, 2025
Seoul, SK based Hyosung Heavy Industries announced plans to expand capacity by 50% at its 765 kV power transformer plant in Memphis, TN. GEV ($681.92, BUY) – SK-based OEM announces $157mm investment in Memphis HVDC…