Solar + storage to survive disasters
Roth Capital Partners expects the U.S. residential storage market to grow more quickly than expected. The prediction is founded just as much in disaster mitigation as it is in economic viability.
Roth: Trump administration could end bifacial tariff exemption
The U.S. Trade Representative has not responded to claims it will end the exemption from Section 201 duties. If true, the development could be a big hit for Asian PV manufacturers and an annoyance for the U.S. market – but a positive for First Solar.
Eric Luo: China will see just 20-25 GW of solar per year through 2025
The GCL System chief executive made comments that fly in the face of an expected solar gold rush in China that analysts predict will start this month. Though rising overseas demand will address overcapacity fears, according to Luo, the soundbite is sure to chill PV boardrooms across the world’s biggest solar market.
Enphase boosts confidence, touts technology during analyst day
While the microinverter maker is still the target of an aggressive short, Roth Capital Partners has reiterated its “buy” at $6.50 per share, describing the IQ8 as a “game changer”.
PV Info Link: Mono-cSi cell price drops below multi
According to PV Info Link, the price for monocrystalline cells in China fell below that of the usually cheaper multicrystalline products. However analysts expect it to be a blip, with multi prices expected to fall and mono to be supported by the Top Runner Program, now China’s main source of demand for the rest of 2018.
