September 2, 2026
Polysilicon Futures Spot Contract Price (CNY$36,900/ton = $5.26/kg) – down 2.0% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/2/2026 Note: EnergyTrend discontinued slurry saw price…
September 1, 2026
Twelve deals are through their loss triggers; mark the 90+ pipeline at zero recovery and it is twenty-four. None of them are Sunrun’s, which is the point — this file sets the price of residential…
August 26, 2026
Polysilicon Futures Spot Contract Price (CNY$37,645/ton = $5.37/kg) – down 0.4% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/26/2026 Note: EnergyTrend discontinued slurry saw price…
August 19, 2026
Polysilicon Futures Spot Contract Price (CNY$37,815/ton = $5.39/kg) – down 0.5% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/19/2026 Note: EnergyTrend discontinued slurry saw price…
August 17, 2026
A pledge is not a mandate, a meeting is not a floor, and half a million tons of inventory does not read press releases. Reiterate SELL on JKS, CSIQ, and DQ. BOTTOM LINE Last week’s…
August 13, 2026
Polysilicon Futures Spot Contract Price (CNY$38,010/ton = $5.41/kg) – up 7.1% w/w Note: Adjusted for CNY exchange rate and 13% VAT. Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/12/2026 Note: EnergyTrend discontinued slurry saw…
August 5, 2026
Polysilicon Futures Spot Contract Price (CNY$35,480/ton = $5.05/kg) – up 8.6% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/5/2026 Note: EnergyTrend discontinued slurry saw price…
July 29, 2026
Polysilicon Futures Spot Contract Price (CNY$32,680/ton = $4.64/kg) – down 4.6% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 7/29/2026 Note: EnergyTrend discontinued slurry saw price…
July 22, 2026
KEY TAKEAWAYS The May 2026 California Solar Initiative (“CSI”) file landed this week, and the headline is ugly enough that the temptation will be to write the obituary. Resist it — for now. Total CA…
July 22, 2026
Polysilicon Futures Spot Contract Price (CNY$34,250/ton = $4.85/kg) – down 2.6% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 7/22/2026 Note: EnergyTrend discontinued slurry saw price…
July 21, 2026
Bottom Line This morning we hosted Jigar Shah — former head of the U.S. Department of Energy’s Loan Programs Office and founder/former CEO of SunEdison — for roughly 45 minutes on the state of U.S….
July 20, 2026
A European solar market update and a fireside chat with the head of EU sales for Huawei — battery-price deflation is the bull case, the bear case, and the 2Q26 earnings setup. BOTTOM LINE Europe’s…
July 15, 2026
Polysilicon Futures Spot Contract Price (CNY$35,160/ton = $4.99/kg) – down 0.9% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 7/15/2026 Note: EnergyTrend discontinued slurry saw price…
July 10, 2026
China May installs -91% y/y; Prices Below Cash Cost Across the Chain; Reiterate SELL on JinkoSolar (-39.3% YTD), Canadian Solar (-36.9% YTD) & Daqo New Energy (-58.4% YTD) The Bottom Line. There are slowdowns, and…
July 1, 2026
Please see bottom of report for important disclosures Gordon L. Johnson/GLJ Research LLC ————————————————– Polysilicon Futures Spot Contract Price (CNY$35,820/ton = $5.07/kg) – down 1.8% w/w Note: Adjusted for CNY exchange rate and 13% VAT….