Renewable Energy

January 18, 2023

Solar Pricing Update (Week of 1/18/23) – Poly-Si + Wafer + Cell Prices Rebound on Wafer Capacity Cuts; Module Prices, However, Miss the Rally

By Gordon L. Johnson II

Commentary from 1/18/23 – PVInsights. “Bullish wafer prices through production cuts lead cell and polysilicon upwards January 18, 2023. Polysilicon prices in China turned higher on Wednesday as strengthening wafer pricing buoyed sentiment, while Chinese…

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January 12, 2023

Do Planned 2023E Shipments from the World’s Top-6 Global Solar Cell Makers, Alone, Suggest a “Price War for the Ages” is About to Erupt?

By Gordon L. Johnson II

Solar Weekly Update – Focus on Module Oversupply & Potential Price War Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 3-4), segmented by Chinese and global prices, tracked each Wednesday…

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January 11, 2023

Solar Pricing Update (Week of 1/11/23) Domestic Chinese Solar Prices Join in “Market Crash”, w/ Poly-Si Falling -24.86% Week-Over-Week

By Gordon L. Johnson II

Commentary from 1/11/23 – PVInsights. Cell and wafer prices rebound unexpectedly on Strong CNY, but module competition intensifies, sending prices lower. Polysilicon prices kept tumbling this week, unable to shake off the downbeat mood of…

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December 14, 2022

Is Biden’s 30% ITC Extension Actually Hurting US Solar Demand According to Top 3 US Distributor

By Gordon L. Johnson II

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December 1, 2022

Update on European Solar Market – i.e., German and Netherlands Oct. Installations

By Gordon L. Johnson II

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November 17, 2022

CSI Sep. Dump + 9-12 to 9-22 Chinese Module Exports + Overview of Oct. Netherlands Installs

By Gordon L. Johnson II

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November 10, 2022

Is Resi Solar Demand in the EU Slowing & is Huawei Staging a “Coup” on SEDG’s-ENPH’s EU Share?

By Gordon L. Johnson II

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October 24, 2022

August US PV Imports Provide Bullish Signal & Update on State of Chinese Solar Demand

By Gordon L. Johnson II

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October 6, 2022

CSI Data Shows Large Share Gains for SEDG-ENPH Balanced by Collapsing Battery Attach Rates

By Gordon L. Johnson II

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September 28, 2022

Updated US EIA Solar Shipments, ASPs & Installations Provide Insights into What to Expect in 2H22

By Gordon L. Johnson II

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September 22, 2022

Big Trouble in Little “Europe” – Additional EU Checks We Did This Week Point to Trouble Ahead

By Gordon L. Johnson II

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September 14, 2022

July US PV Imports & Comments from Large Chinese Inverter Supplier on EU Solar Market Tell a “Story”

By Gordon L. Johnson II

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September 2, 2022

CSI Data Shows ENPH Took “US Inverter Crown” from SEDG; Battery Attach Rates Fall to 6-Month Low

By Gordon L. Johnson II

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August 25, 2022

If 1-in-6 in the US Are Late on Energy Bills How Can RUN-NOVA Still Assume 0.0% Defaults Over 30yrs?

By Gordon L. Johnson II

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August 10, 2022

CSI Data Provides Insights into Battery Attach Rates, Inverter-Battery Mkt Shr & U.S. Solar Demand

By Gordon L. Johnson II

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