It took a pandemic, but the U.S. residential solar and storage industry has finally figured out how to lower customer acquisition costs.
Leading Edge Equipment Technologies falls in the kerfless solar wafer or direct solar wafer category. Its “drop-in” manufacturing tech cuts wafer costs by 50%, drives up commercial PV power by 7%, and reduces manufacturing emissions by 50%. It’s the emissions piece that may be winning over investors.
Tesla’s solar and battery businesses show signs of life in another profitable quarter for the EV manufacturer.
The U.S. solar racking market has quiet revenues of billions of dollars and continues to consolidate — driven by equity firms such as Esdec and Tenex. The market segment has become a small hotbed of M&A. Who’s next?
An independent power producer, AEP OnSite Partners, will be the first to deploy Wärtsilä’s new storage product.
Array Technologies is going public the old-fashioned way by eschewing the SPAC method favored by other renewable companies such as QuantumScape and ChargePoint.
With folks housebound by Covid-19 restrictions and more conscious of their home energy needs, April proved a banner month for companies generating digital leads through their own accelerated transition to a new way of working.
Energy markets are not exactly free markets, and the replacement of existing generation is not entirely tied to price. There are artificial regulatory constructs and financial structures built into energy markets which can favor certain parties (utilities) and fuels (legacy coal, gas, and nuclear).
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