August 30, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 22, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 10, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. This week, price changes in China…
August 7, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 7-8), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in…
July 27, 2023
The Fundamental Question Sunnova Investors Must Ask the Company/Themselves is Simple: “Why Does it Appear Sunnova is Copying the Failed Silicon Valley Bank (“SVB”) Business Model”. While we get into NOVA’s dismal results in the…
July 6, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
June 6, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 11-12), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
May 23, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 5-6), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. This week, price changes in China…
May 5, 2023
We Believe After Adjusting for Accounting Changes Sunnova has Made, Their Recurring Adjusted EBITDA Looks Much Different. Anyone who knows Sunnova (NOVA; NC), knows they are the kings of newly introduced non-GAAP accounting metrics –…
April 14, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 10-11), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. This week, price changes in China…
March 28, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 2-3), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend and PVInsights, respectively. This week, price changes in China for…
March 22, 2023
Commentary from 3/22/23 – PVInsights. “Surging supply keep weakening polysilicon and solar modules. Polysilicon prices weakened this week as suppliers worried about a potential escalation of inventories amid rising supply, and Chinese buyers stayed their expectation…
March 20, 2023
We Have Updated our 35-Page Solar Deck. In short, the core themes detailed in our updated solar pitch book include: (1) our view that pol-Si will return to oversupply this year, crashing prices back down…
March 19, 2023
Skimming Sunnova’s 8-K Filings this Morning, we Made a Significant Discovery. Skimming NOVA’s website today, we found a groundbreaking 8-K filing that seems to be flying under the radar. That is, we found that: (a)…
March 15, 2023
Commentary from 3/15/23 – PVInsights. “Polysilicon struggles between sales and pricing amid rising inventories and surge downside risks. Polysilicon prices tumbled on Wednesday as the disappointing stockpile drawdown raised fears of the glut and weighed on…