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Modules & Upstream Manufacturing

Sunrise brief: Federal agents raid JinkoSolar factory in Florida

Also on the rise: U.S. solar installers list Qcells, Enphase as top brands. Silicon Ranch plans to appeal $135 million ruling in solar property damage case. And more.

Sunrise brief: The income graduated fixed charges in California will harm customers with low electric bills

Also on the rise: The world can manufacture enough solar to reach decarbonization goals. Longi posts 60% annual revenue increase despite polysilicon pricing sensitivity. And more.

The world can manufacture enough solar to reach decarbonization goals

NREL researchers model viable pathways to supplying the estimated 60 TW of capacity required for decarbonization, and study the effect that disruptive solar technologies may have on deployment cost and market opportunity.

Longi posts 60% annual revenue increase despite polysilicon pricing sensitivity

Longi shipped 46.8 GW of silicon modules, representing three years of sequential growth from 24.5 GW shipped in 2020.

Sunrise brief: Senate votes to resume solar tariffs, threatening clean energy supply

Also on the rise: Average silver price expected to drop 2% to $21.30 per ounce this year. Solar Earnings Recap–SunPower, Sunrun and SolarEdge. And more.

Senate votes to resume solar tariffs, threatening clean energy supply

The United States Senate voted to overturn President Biden’s two-year pause on tariffing solar goods shipped from four Southeast Asian nations responsible for 80% of solar supply. Biden is expected to veto the resolution.

Average silver price expected to drop 2% to $21.30 per ounce this year

The U.S. Silver Institute’s “World Silver Survey 2022” report shows that the price of the metal will fall slightly this year despite increasing demand from the PV industry.

Solar Earnings Recap: SunPower, Sunrun and SolarEdge

pv magazine USA’s recap of notable upstream solar, integrated solar, finance and rooftop installers that reported quarterly or fiscal year earnings over the last week.

Ikea bets on Meyer Burger’s heterojunction solar modules

Between 2025 and 2029, the investment company of the Swedish furniture group will purchase solar modules produced in the U.S. by the Swiss photovoltaic manufacturer. The agreement is the basis for Meyer Burger to increase annual production capacity at its Arizona site to around 2 GW.

Sunrise brief: House votes to resume solar tariffs

Also on the rise: First Solar released Q1 2023 earnings with guidance on the advanced manufacturing production tax credit from the IRA

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