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Balance of Systems

Hardware brief: $1 million=Dynapower, Morningstar still Morningstar, SMA+BYD=<3 & more!

Its Friday, so build something and be cool! Rainwise has launched a compact professional grade weather station, Sungrow has put out a whitepaper with design tips, and more!

SolarEdge built it, the buyers followed

During the second quarter SolarEdge increased manufacturing capacity by 25% and shipped over 3.7 million optimizers, which totaled over 1.3 GWac. This upped revenue 43% year on year, and company officials say they are highly confident in their even larger projected ~70% Q3 revenue growth.

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Schletter to restart its North Carolina presence, sans factory

The mounting systems maker is opening a new sales and distribution office in the Charlotte metro area, and has maintained manufacturing in Europe and Asia.

Latest proposed steel tariffs could hit the solar industry

A finding that Mexico and China are subsidizing the structural steel products that they export to the United States could have impacts on racking and tracking systems makers.

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ABB exits solar inverter business

This Swiss giant is following a trend as large multinational high-tech companies see their role as redesigning infrastructure rather than supplying inverters at ever lower margins. Schneider Electric has pulled out of large scale solar, Siemens’ Kaco acquisition and Junelight launch show increasing interest in the C&I and residential markets, and GE is likely to divest its power conversion business due to low profit margins in that sector.

Enphase begins tariff-free shipments from Mexico, TVA caps solar in final plan: pvMB 07/01/19

In today’s brief we also feature conditions on Dominion’s future IRPs and some tax benefits recognized from Georgia solar.

Ten American-Made Solar Prize ideas get $100,000, go to next round

NREL has announced finalists in its first round of seeking new solar technologies that have significant market potential.

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Trump tariffs on Mexico could hit SunPower, Enphase

“Another week, another trade crisis.”

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Little benefit to U.S. solar as Trump lifts tariffs on steel & aluminum from Canada

While the lifting of any tariffs is welcome news to the U.S. solar industry, manufacturers say that low prices on materials are unlikely to return as long as the global tariffs remain.

A billion-dollar silicon carbide complex is coming to North Carolina

Cree, which pioneered the innovative semiconductor material, is planning to increase silicon carbide production 30x through a massive investment in a fab and materials megafactory in Durham, North Carolina.

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