February 5, 2023
There has been an Earthquake at Quant Funds that Has Sent Meme Stocks (TSLA + AMC + COIN + GME + BBBY + etc.) Soaring; is it Sustainable? The bears have been decimated this year,…
February 5, 2023
There has been an Earthquake at Quant Funds that Has Sent Meme Stocks (TSLA + AMC + COIN + GME + BBBY + etc.) Soaring; is it Sustainable? The bears have been decimated this year,…
January 31, 2023
Sell-Side Non-Deal Roadshow Last Week Points to NEM 2.0 Pull-In; Should the “Solar Bears” be Worried? In short, last week, we received a number of requests from institutional solar investors no our opinions around the…
January 31, 2023
Despite Comments to the Contrary from E. Musk on TSLA’s Q4 Earnings Call, Stagnant Lead-Times in China, Despite Sharp Price Cuts, Suggest Tesla Has a Demand Problem in its Largest Market. By way of background,…
January 30, 2023
While Many Claim the “Inflation Monster” has Been Slayed, with December Services Inflation Spiking and Core PCE Re-Accelerating (Balanced, Modestly, by Goods Inflation Plunging) We Foresee a More Hawkish Powell Later this Week. As is…
January 25, 2023
Commentary from 1/25/23 – PVInsights. “Depressed international solar modules, muted China silicon materials during Lunar New Year holiday January 25, 2023. Polysilicon was roughly flat on Wednesday as the market in China stayed mute amid…
January 25, 2023
Why Do We Say the 1Q23 Guide is What Matters? When looking at the period from 4Q22-to-1Q23, the avg. price decline, thus far, is: (a) -13.3% for the USA, (b) -10.5% for Europe, and (c)…
January 23, 2023
Solar Weekly Update – Focus on Nov. Battery Storage Data/China Demand Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 3-4), segmented by Chinese and global prices, tracked each Wednesday…
January 23, 2023
2022 Was a Good Year for Canadian Solar; 2023E Appears Set to be the Exact Opposite. In its most recent quarter, CSIQ reported rev/GAAP-EPS of $1.93B/$1.12 vs. Cons’ ests. of $1.86B/$0.30 (a material beat, at…
January 18, 2023
Graphite Electrode Prices Give Back (Even More) of the Recent Gains. Below, in Ex. 1, we provide 2023 (i.e., WoW, MoM, YoY, and YTD) pricing gyrations for a number of different graphite electrode substrates in…
January 18, 2023
Commentary from 1/18/23 – PVInsights. “Bullish wafer prices through production cuts lead cell and polysilicon upwards January 18, 2023. Polysilicon prices in China turned higher on Wednesday as strengthening wafer pricing buoyed sentiment, while Chinese…
January 13, 2023
Last Night, as We Warned Would Happen on Monday of this Week, Tesla Engaged in Aggressive Price Cuts in Both the US and EU (as well as Canada). As detailed in Ex. 1 below, and…
January 12, 2023
Solar Weekly Update – Focus on Module Oversupply & Potential Price War Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 3-4), segmented by Chinese and global prices, tracked each Wednesday…
January 11, 2023
Graphite Electrode Prices Give Back Some of the More Recent Gains. Below, in Ex. 1, we provide 2023 (i.e., WoW, MoM, YoY, and YTD) pricing gyrations for a number of different graphite electrode substrates in…
January 11, 2023
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…