Magazine Archive 2024

The Invesco Solar exchange-traded fund (ETF) (TAN) out-performed the Standard & Poor’s (S&P) 500 list of the biggest listed companies in the United States and the Dow Jones Industrial Average (DJIA) in December 2023. Jesse Pichel, of Roth Capital Partners, attributed the improvements to hedge fund action.

The Invesco Solar exchange-traded fund (ETF) under-performed the S&P 500 and Dow Jones Industrial Average (DJIA) stock indexes in January 2024. Jesse Pichel, a managing director at Roth Capital Partners, attributes this to logistics and apparent cashflow problems for some solar companies.

The Invesco Solar (TAN) exchange-traded fund (ETF) under-performed the S&P 500 and Dow Jones Industrial Average (DJIA) stock indexes in February 2024 but there are signs that stability could be coming. Jesse Pichel, of Roth Capital Partners, says a targeted sales approach is proving successful in the United States.

Potential new antidumping and countervailing duties loom over the United States solar market and there might be more price volatility on the horizon. While there are challenges for United States residential solar, Jesse Pichel, of Roth Capital Partners, also highlights a number of reasons for optimism.

Financial and regulatory uncertainty plus rising module prices are affecting project timelines in the United States and domestic companies must contend with a gray market at home and aggressive pricing abroad. Jesse Pichel, of Roth Capital Partners, explores the key trends in a tough month for US solar stocks.

Residential and utility-scale solar stocks posted double-digit declines in June 2024, with more challenges ahead. A recent US Supreme Court ruling could increase costs for utility-scale businesses while SunPower’s exit from the lease and power purchase agreement (PPA) market poses risks for US dealers. Jesse Pichel, of Roth Capital Partners, explores these key trends.

There have been percentage gains for US solar stocks across all market segments despite the collapse of industry stalwart SunPower. A likely interest rate cut gives the residential sector grounds for optimism but there could be more pain to come for the utility-scale solar market.

Utility-scale solar in the United States has been held back by duties on PV module imports, but Jesse Pichel, of Roth Capital Partners, says growth could be on the horizon for residential solar stocks as falling interest rates open the door to an uptick in battery demand.

The Invesco Solar exchange-traded fund (ETF) returned to growth in September 2024, with utility-scale PV equipment stocks performing particularly well. More US solar businesses are expected to shutter but anticipated interest rate cuts should lead to stronger performance in the year ahead, says Jesse Pichel, of Roth Capital Partners.

The Invesco Solar exchange-traded fund (ETF) was down month on month in October 2024 as investors grappled with the uncertainty of the US presidential election. A potential rollback of tax credits for clean technology businesses and the threat of new tariffs both played a role, says Jesse Pichel, of Roth Capital Partners.