Renewable Energy

November 12, 2020

Oct. Netherlands PV Growth Slows, 2021 Solar Outlook Cut, & France Considers Retroactive FiT Cuts?

By Gordon L. Johnson II

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November 5, 2020

A Court Just Added a Lot of Uncertainty to Solar Project NPVs Across the EU; US Installs’ Aug Update

By Gordon L. Johnson II

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October 29, 2020

Does China’s 14th 5yr Plan Imply it is Turning its Back on Solar-Debt-Fueled Infrastructure Growth?

By Gordon L. Johnson II

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October 29, 2020

China’s 3Q Solar Installations Disappoint, While US PV Inverter Players Offer Steep Price Cuts

By Gordon L. Johnson II

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October 28, 2020

Do ENPH’s 3Q20 Results Show its Growth Narrative is Likely Over & its Gross Margin has Peaked?

By Gordon L. Johnson II

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October 22, 2020

Did China Just Turn Its Back on Solar, Exposing Investors’ Irrational Exuberance?

By Gordon L. Johnson II

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October 15, 2020

US Solar Shipments Are Strong, but the Growth Rate Has Ebbed; and Now the Bifacial Exemption Is Gone

By Gordon L. Johnson II

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October 7, 2020

A Detailed Look at US Solar Installations, Based on Statistics from the CA Solar Initiative and EIA

By Gordon L. Johnson II

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September 23, 2020

JKS’s Planned China IPO + Mgmt’s EQ Investment, As We See It, Do Nothing for US ADS Holder Interests

By Gordon L. Johnson II

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September 16, 2020

Is Euphoria Around China’s 5yr Plan Due 3-21 Justified & is a Flood of Poly-Si Capacity “Coming”?

By Gordon L. Johnson II

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September 9, 2020

Were NY State Taxpayers “Robbed Blind” by Tesla and the Cuomo Administration?

By Gordon L. Johnson II

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September 2, 2020

While Solar “Experts” Project Poly-Si Price Strength thru 2H20, GCL’s Comments this Week Raise Doubt

By Gordon L. Johnson II

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August 19, 2020

Would a Potential Jinko Delisting in the US and Relisting in China Be Feasible?

By Gordon L. Johnson II

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August 12, 2020

Downstream PV Vendors Appear Ripe for a Sizable Margin Squeeze, & SEDG’s Inventory T-O Hit a Record

By Gordon L. Johnson II

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August 5, 2020

Are Chinese Module Makers (JKS+CSIQ+SPWR) About to See a Once-in-10yr Implosion in Their Margins?

By Gordon L. Johnson II

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