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….
June 30, 2026
Washington is drafting a ban on Chinese inverters. ENPH (+12%) and SEDG (+10%) are ripping in the pre-market. One problem: the ban targets the one part of the market these two barely touch (i.e., utility-scale)….
June 24, 2026
Please see bottom of report for important disclosures Gordon L. Johnson/GLJ Research LLC ————————————————– Polysilicon Futures Spot Contract Price (CNY$36,485/ton = $5.15/kg) – down 0.1% w/w Note: Adjusted for CNY exchange rate and 13% VAT….
June 17, 2026
What Is the Channel Seeing Three Weeks Ahead of the July 4 Safe-Harbor Deadline? Below, we provide a Q&A we had today with Krannich — one of the largest global distributors of solar products, with…
June 17, 2026
Please see bottom of report for important disclosures Gordon L. Johnson/GLJ Research LLC ————————————————– Polysilicon Futures Spot Contract Price (CNY$36,525/ton = $5.18/kg) – up 1.2% w/w Note: Adjusted for CNY exchange rate and 13% VAT….
June 11, 2026
The Thesis, in One Breath Wood Mackenzie and SEIA forecast U.S. residential solar installations fall -21% y/y in 2026 (link). Therefore, when incorporating the consensus forecast that installs rise +5% y/y in 2Q26 — demand…
June 10, 2026
Please see bottom of report for important disclosures Gordon L. Johnson/GLJ Research LLC ————————————————– Polysilicon Futures Spot Contract Price (CNY$36,100/ton = $5.11/kg) – down 1.4% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source:…
June 3, 2026
Please see bottom of report for important disclosures Gordon L. Johnson/GLJ Research LLC ————————————————– Polysilicon Futures Spot Contract Price (CNY$36,605/ton = $5.18/kg) – down 0.3% w/w Note: Adjusted for CNY exchange rate and 13% VAT….
June 2, 2026
Volumes rebounded to 208MW. Tesla’s storage share snapped back to 61%, fully retracing the February dip. And the inverter duopoly has split cleanly in two — Enphase owns what’s left of residential, SolarEdge survives only…