tsla$298.26+4.7188%
acb$4.85+2.1053%
tlry$0.43-3.2783%
trn$25.02+0.1601%
cco$1.12+3.7037%
clf$7-2.0979%
eaf$0.78+9.9664%
rio$59.98+1.3518%
x$42.43+2.4384%
csiq$9.79+6.2975%
dq$13.1-1.2066%
fslr$140.68+5.1734%
jks$18.84+1.1272%
sedg$19.84+8.4746%
fmgA$15.96-0.1252%
nio$3.97+0.2525%
lcid$2.51+8.658%
rivn$14.26+4.2398%
nue$115.22-0.2338%
stld$130.51+0.6789%

Industry Notes

January 11, 2023

Solar Pricing Update (Week of 1/11/23) Domestic Chinese Solar Prices Join in “Market Crash”, w/ Poly-Si Falling -24.86% Week-Over-Week

By Gordon L. Johnson II

Commentary from 1/11/23 – PVInsights. Cell and wafer prices rebound unexpectedly on Strong CNY, but module competition intensifies, sending prices lower. Polysilicon prices kept tumbling this week, unable to shake off the downbeat mood of…

January 8, 2023

Euro Zone Inflation (Excl. Energy) Just Hit a New Record as Did Services Inflation; ECB Reacts w/ Record Withdrawal of Liquidity (this is Bad for Risk Assets)

By Gordon L. Johnson II

Metals & Mining Weekly – The ECB Reacts to Surging Inflation by Draining Huge Chunk of Liquidity & Hiking Rates at Record Pace The European Central Bank (“ECB”) Can’t Seem to Tame the “Inflation Beast”….

January 4, 2023

Has The Market “Really” Priced in the Severity of a Likely 2023E Earnings Recession?

By Gordon L. Johnson II

Metals & Mining Weekly – Focus on Recent Inflation Data as well as What China’s Disorderly Opening Means It Seems the Recently Weaker Inflation Data, While Bullish for Bonds, Could Prove Bearish for Stocks. While…

December 14, 2022