September 23, 2026
Two of the largest U.S. data center markets now have the brakes on at the same time. The market is reading it as a zoning story. Could it become an equipment story? What happened. Texas…
September 17, 2026
Siemens Energy at Laguna: delivery slots, capacity discipline, the service tail nobody was asking about, and why a rocket company wants to make turbine vanes. Notes from the session, which GLJ was privileged to join…
September 16, 2026
Polysilicon Futures Spot Contract Price (CNY$36,835/ton = $5.27/kg) – down 2.07% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/16/2026 Note: EnergyTrend discontinued slurry saw price…
September 16, 2026
A resale market for gas-turbine delivery slots has opened. The first price tells us the line is real. The sellers tell us how the “night is going to go”. Bottom Line Someone just sold their…
September 15, 2026
A Democratic sweep in November gets residential solar a bill, not a law. Meanwhile the IRS has found the industry’s soft spot. What our latest Washington check means for RUN, ENPH and SEDG. Bottom Line…
September 9, 2026
We ran a check with a top-tier national flat-rolled service center to pressure-test the +36% HRC melt-up. The read: this rally is built on lean inventories, import displacement and mill discipline — not end-demand. It…
September 9, 2026
Polysilicon Futures Spot Contract Price (CNY$37,615/ton = $5.38/kg) – up 1.90% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/9/2026 Note: EnergyTrend discontinued slurry saw price…
September 3, 2026
LME Metal Prices Mostly Higher vs. Previous Close: Yesterday, Copper -0.70% to $6.50/lb; aluminum +0.92% to $1.64/lb; nickel +2.14% to $8.78/lb; zinc +0.28% to $1.80/lb; lead -0.02% to $1.09/lb; gold +2.56% to $4,494/oz; silver +2.89%…
September 2, 2026
Polysilicon Futures Spot Contract Price (CNY$36,900/ton = $5.26/kg) – down 2.0% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/2/2026 Note: EnergyTrend discontinued slurry saw price…
September 1, 2026
Twelve deals are through their loss triggers; mark the 90+ pipeline at zero recovery and it is twenty-four. None of them are Sunrun’s, which is the point — this file sets the price of residential…
August 26, 2026
Polysilicon Futures Spot Contract Price (CNY$37,645/ton = $5.37/kg) – down 0.4% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/26/2026 Note: EnergyTrend discontinued slurry saw price…
August 21, 2026
CLF -12.8%, NUE -11.8%, STLD -15.2% in three sessions on the Section 232 headline, while HRC futures fell -0.2% and Nucor’s CSP held an 11-month-high $1,170/ton. We reconcile the gap with a proprietary channel check…
August 19, 2026
Polysilicon Futures Spot Contract Price (CNY$37,815/ton = $5.39/kg) – down 0.5% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/19/2026 Note: EnergyTrend discontinued slurry saw price…
August 17, 2026
A pledge is not a mandate, a meeting is not a floor, and half a million tons of inventory does not read press releases. Reiterate SELL on JKS, CSIQ, and DQ. BOTTOM LINE Last week’s…
August 13, 2026
Polysilicon Futures Spot Contract Price (CNY$38,010/ton = $5.41/kg) – up 7.1% w/w Note: Adjusted for CNY exchange rate and 13% VAT. Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/12/2026 Note: EnergyTrend discontinued slurry saw…