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Modules & Upstream Manufacturing

Green jobs, solar and industrial policy at the first Democratic debate

Despite the dismissive treatment of the issue by moderators, Democratic candidates for president had a lot to say about the specifics of decarbonization policies at the first debate.

Vivint’s $100 million deal, Sunpower’s trade secrets suit: pvMB 6/24/19

Hello and welcome one and all to the start of the week and this Monday’s pvMB. Today we’ll be looking at the polling saying 42% of Dems prefer plans to decarbonize by 2030, the cost of energy storage in New Jersey, Duke’s North Rosamond power plant going on-line and more!

New York reaches deal on 70% by 2030 bill, Utilities want EVs, talking money in NYC: pvMB, 6/18/19

Spring showers as Bloomberg shows some love to LONGi, Ameresco builds a nice hospital carport, NREL trains executives, and more!

Miami’s floating solar, 50X50, closing coal and more! pvMB: 6/14/19

SunPower has installed 2.2 MW of its Helix Carport & Storage system, solar power pricing shows some stability, Tesla shows images of its V3 modules, and more!

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State Department issues strategy on diversifying clean energy, storage supply chains

The Trump Administration is acknowledging the global demand for clean energy and energy storage with the State Department’s new strategy.

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Fate of Washington polysilicon plant hinges on Trump, Jinping meeting

REC Silicon has delayed full shutdown of its Moses Lake polysilicon operation until mid July as President Trump and his Chinese counterpart are scheduled to hold talks in Osaka in two weeks’ time.

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Roth: Bifacial tariff exemption to drive down U.S. module prices

The investment banking firm expects an increase of bifacial imports from Southeast Asia, and says that this could drop U.S. average selling prices below 40 cents per watt.

REC Silicon scraps stock placement as WA plant teeters on edge of shutdown

Stock in the polysilicon manufacturer appeared to be recovering in early trading on the Oslo exchange this morning after it cancelled plans for a private placement of as many as 50 million shares.

Bifacial beats Trump’s tariffs

Federal trade authorities have ruled that bifacial solar modules are no longer subject to the Section 201 ruling, which currently apply a 25% tariff to most solar modules imported to the United States.

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Musk says Solar Roof being installed in 8 states

At the company’s shareholder meeting Elon Musk gave a rare glimpse into the status of Tesla’s Solar Roof product, stating that it is on its third iteration. Questions remain about the utilization of the joint Tesla/Panasonic solar Gigafactory in Buffalo.

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