Our Research

November 20, 2019

Is JKS’ Guide for +20% 2020 China PV Growth Believable & What Does China’s New PV Policy Mean?

By Gordon L. Johnson II

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November 17, 2019

China’s Latest Econ Data Reveal a Deepening Slowdown, but Real Estates Shining… How Could That Be?

By Gordon L. Johnson II

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November 14, 2019

Did CSIQ’s 3Q Project Impairment Trigger JKS’s Shadow Debt Time-bomb & Is Rooftop Solar in Trouble?

By Gordon L. Johnson II

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November 13, 2019

The Old “Accounting Switcheroo” Raises a Number of Questionable Red Flags

By Gordon L. Johnson II

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November 13, 2019

All Eyes Are on ALB’s Li Price, but Our Work Shows It May Be Getting Close to Tripping Its Covenant

By Gordon L. Johnson II

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November 10, 2019

Have Iron Ore Prices Met Their Match: 7 Vendors Alone Can Nearly Supply the Entire Seaborne Market?

By Gordon L. Johnson II

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November 7, 2019

3Q19 REVIEW: Flattish 4Q19 Rev Guide Despite “Big” Safe Harbor Benefit + 3Q19 EU MWs -3% QoQ = SELL

By Gordon L. Johnson II

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November 7, 2019

3Q19 REVIEW: Results Inline, But Cut to Guide Seems Fated & Today’s Conf. Call will Drive Sentiment

By Gordon L. Johnson II

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November 5, 2019

Did SolarEdge Have Its “Wile E. Coyote Moment” in 2Q19 At the Hands of Huawei?

By Gordon L. Johnson II

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October 30, 2019

SOLAR WEEKLY: A Viable Roadmap for Mono-PERC Mfg. Costs… the Implications Could Be Far-Reaching

By Gordon L. Johnson II

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October 28, 2019

METALS WEEKLY: Using Our New Proprietary Approach, What Does Cliffs’ Share Price Imply for Iron Ore?

By Gordon L. Johnson II

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October 24, 2019

TESLA INC. EARNINGS REVIEW: Please Mr. Magician… Can You Do That “Cost Cutting” Trick Again?

By Gordon L. Johnson II

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October 24, 2019

The Best House on a Bad Block, but Not Without Its Own “Eviction Risk”

By Gordon L. Johnson II

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October 20, 2019

METALS & MINING WEEKLY: Is an Environment In Which Iron Ore Goes Back to $30-MT Realistic?

By Gordon L. Johnson II

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October 17, 2019

GRAPHITE ELECTRODE UPDATE: Takeaways from Checks Done this Morning in India-China

By Gordon L. Johnson II

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