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Modules & Upstream Manufacturing

Tesla, SolarCity stress financial, operational benefits in advance of merger vote

Elon Musk and Lyndon Rive are arguing that SolarCity will bring cash in to Tesla’s balance sheet, while shareholders wait for the solar installer’s results call.

Bankruptcy court approves GCL purchase of SunEdison FBR polysilicon tech

The acquisition narrows the number of companies that are developing FBR, and further consolidates the transfer of this technology to Chinese companies.

Shipments up, revenue down in preliminary SolarWorld Q3 results as module price slump bites

Having warned it will miss its 2016 forecast, German solar firm SolarWorld publishes flat preliminary third quarter results that reveal slight fall in revenue. Shipments did grow Y-O-Y by 5%.

Berkley Labs will lead DOE effort to find breakthrough materials for solar panels

Under the direction of Anubhav Jain of Lawrence Berkeley National Lab, five DOE labs will work to accelerate the development and development of innovative materials for PV modules.

ITRPV: PERC, n-type mono and copper wire interconnection to gain ground (with charts)

VDMA’s guide to technology trends in the PV industry expects rapid change in the cell and module space.

From the editor: Price collapse

I have focused in recent weeks on political issues at the state and national level for my editorials. However, not all of the solar industry’s concerns have to do with politics. At least not directly.

Tesla breaks into the black in Q3 results

The EV and battery maker maintains that its battery gigafactory will be ready to support Model 3 rollout in H2 2017, three weeks before a shareholder vote on the acquisition of SolarCity.

Tesla gigafactory to combine Silevo, Panasonic HIT solar technologies

Panasonic will operate the Buffalo “gigafactory”, and sell modules to Tesla/SolarCity.

SolarWorld to miss 2016 forecasts

The German PV manufacturer announced that although it is set to achieve its shipment forecast for 2016, it is unlikely to meet its revenue and operating income forecasts for the year, and has already begun to point the finger at Chinese companies.

Stunning price falls could spark another gold rush for U.S. solar market

A Deutsche Bank report has predicted “sharp declines” in U.S. solar module and inverter prices that it says could drive payback periods down to less than five years and spark a “final ‘gold rush’” in the American residential, commercial and industrial markets, starting in 2017.

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