September 25, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
September 12, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 30, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 30, 2023
Is the US Housing Market Facing a Serious Problem N-Term (When Looking at the Host of Recently Available Data)? The SPDR S&P Homebuilder Index (XHB; NC) is up +36.1% YTD, significantly outperforming even the S&P…
August 22, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 11, 2023
Our Take on the July CPI Report. In this note, we provide our take on the July CPI report. That is, with Consensus now pricing in the first rate hike as soon as the 3/20/24…
August 10, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. This week, price changes in China…
August 7, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 7-8), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in…
August 2, 2023
In this Note, We Discuss What Could Prove to be a Mar. 2020-Like Black Swan in 3Q23/4Q23. Is there a black swan coming this year that’s currently flying under the radar? In this note, we…
July 27, 2023
The Fundamental Question Sunnova Investors Must Ask the Company/Themselves is Simple: “Why Does it Appear Sunnova is Copying the Failed Silicon Valley Bank (“SVB”) Business Model”. While we get into NOVA’s dismal results in the…
July 26, 2023
So, How’s the Housing Market Shaping Up? In this note, we look at: (a) the recent Case-Shiller National Home Price Index data reported yesterday, as well as (b) US homebuyer debt-to-income ratios (“DTIs”) and downpayment…
July 7, 2023
Update on Global Liquidity from the Ten Central Banks we Track as well as a Steel Industry “Check-Up”. In this note, we look at the current liquidity situation at the world’s largest ten Central Banks…
July 6, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
June 16, 2023
Fireside Chat with Steel Industry Veteran Provides Insights into what to Expect Looking Forward. In light of the forward June U.S. spot HRC contracted price falling -1.4% over the past month (Ex. 1), Chinese spot HRC…
June 16, 2023
Fireside Chat with Steel Industry Veteran Provides Insights into what to Expect Looking Forward. In light of the forward June U.S. spot HRC contracted price falling -1.4% over the past month (Ex. 1), Chinese spot HRC…