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Modules & Upstream Manufacturing

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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Jinko and REC petition for review of Hanwha patent

The manufacturers are pushing back on the basis for the suit that their Korean/German rival has launched, arguing that there is evidence the innovations they refer to were either not new or were obvious steps forward.

Battle of the module reliability rankings

While module makers are attempting to get the best possible scores for their products on 3rd-party tests, 3rd-party testing providers are also offering competing products to rank products. We look at what’s similar and what’s different in the tests.

Trump tariffs on Mexico could hit SunPower, Enphase

“Another week, another trade crisis.”

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