Morning Brief: Trump administration slaps retroactive rent bills on solar, wind on federal lands
Also in the brief: Lightyear gets a key supplier, a nine-project network in New York, the 25th National Solar Tour of Homes and more.
Jinko launches PV module with record output of 580 W
The new module line can cut LCOE and reduce logistics cost for module transport.
SunPower sells off its O&M business to Clairvest, gets regulatory approval for Maxeon spinoff
SunPower has had to make fundamental changes to continue to be relevant in a solar industry very different from that of its roots. The company aims to become an energy service provider and is leaving low-cost manufacturing to its Chinese partner.
A new player appears in American thin-film cadmium telluride solar module manufacturing
Toledo Solar is trying to distinguish itself from First Solar’s cadmium telluride dominance by operating in the residential and commercial markets, markets which have been historically unkind to the technology.
500 W-plus panel race intensifies with JA Solar’s new module and Risen’s first shipment
Chinese manufacturer JA Solar has announced a new 525 W+ panel and said the product will be available from the second half. Domestic rival Risen has shipped the first batch of its high-powered modules and intends to stick to pre-Covid-19 plans to ramp up production.
SunPower had a ‘solid’ Q1, finds hope for May and June after a difficult April
It’s solar earnings season and there’s a clear, non-surprising theme: The first quarter was strong and largely unimpacted by the pandemic, but the second quarter and 2020 as a whole is uncertain.
First Solar earnings: strong Q1 and an uncertain 2020 guidance — like most every solar firm
“Despite the uncertain economic environment, demand for our Series 6 product remains strong, as evidenced by the 1.1 GWDC of net-bookings since our prior earnings call.”
Chinese PV Industry Brief: Financials, a new GW-scale factory, and big hydrogen
Longi and Sungrow both announced solid financial results last week. Module maker China Solar delayed the resumption of trading on the Hong Kong stock exchange, and polysilicon producer GCL-Poly unveiled plans to raise up to $16.8 million by issuing shares. Coal miner Baofeng Energy, meanwhile, announced the construction of what it claims will be the world’s largest PV-powered hydrogen plant, and Seraphim and Lu’An Solar revealed that they will open a 5 GW PV panel factory in China’s Jiangsu province.
SunPower accesses $1 billion in residential solar and storage loan capital from Tech CU
Despite the pandemic, capital is still pouring into solar.
Pandemic-related uncertainty in the US solar industry — and the case for an ITC extension
Renewable energy industry officials are hopeful that a post-pandemic comeback is possible in 2021 but, “Supply chain issues haven’t played out yet,” said George Strobel of Monarch Capital.
