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…
January 10, 2023
Tesla’s China Demand Problems Appear to be Metastasizing (it seems, the company will need a bigger price cut). Early this morning, according to ZHU Yulong microblog, we learned that over the Jan. 2nd-to-Jan. 8th timeframe,…
January 9, 2023
Today, we Had the Chance to Catch up with the Head of US Sales from a Top-Three U.S. Solar Distribution Behemoth (details below). Early this morning, for the first time this new year, we had…
January 8, 2023
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 6, 2023
Are Tesla’s “Midnight Massacre” Chinese (and Japanese) Price Cuts Last Night Much Worse Than Feared? In short, yes. Why? Well, last night’s TSLA China price cuts (Ex. 1) come after: (a) factory production was cut…
January 5, 2023
Based on Details from Sunrun’s $835M Funding Announced Today, we Believe the Residential Solar Space is Looking at “Big Problems” in 2023E. Today, we learned that RUN closed a $835M funding round, consisting of a…
January 4, 2023
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…
January 4, 2023
Sunrun has Been Under IRS Audit Since 2018, Which is Still Ongoing. By way of background, as per page 32 of RUN’s 3Q22 10-Q filing (Ex. 1), we remind our readers that as of 11/2/22…