ROTH: Customs detains solar module shipment under UFLPA
Customs and Border Patrol has detained a shipment from an unnamed Tier 1 solar module supplier until the vendor provides documentation showing the source of the quartzite, the raw material for making polysilicon.
SolarEdge $590 million capital raise “expands the war chest,” said ROTH
A recent offering of 2 million shares at $295 arms the company with capital for “acquisitions and general corporate purposes.” Philip Shen, managing director, ROTH Capital Partners said in an industry note the offering was “well timed,” reiterating a buy rating.
Starting with polysilicon, full solar value chain relief is on the way, said ROTH webinar
Philip Shen, managing director, ROTH Capital Partners, hosted top analysts from PV InfoLink to discuss their outlook on pricing, supply, and demand at each step in the solar value chain.
Sunrise brief: U.S. module supply risk is ‘material,’ warns analyst firm
Also on the rise: SEIA urges an end to Section 201 tariffs on solar imports, CATL signs a battery deal with startup EV maker Fisker, and Solar Landscape wins 46 community solar projects in New Jersey.
Another module maker may face WRO enforcement, Roth Capital warns
Given the WRO and the potential anti-circumvention tariff challenges, U.S. module supply risk is material, the analyst firm said in a note to clients.
Solar modules are being detained by customs agents, reports suggest
An order issued in late June instructed customs agents to detain solar shipments containing silica-based products sourced from a Chinese firm and its subsidiaries. Three solar players may already have been impacted.
Residential solar demand is ‘through the roof’
One question is whether or not manufacturers can keep up with demand, particularly inverters and semiconductors.
Supply chain constraints are starting to hit the solar industry, SEIA says
A Q1 market report said the biggest impact has been on utility-scale projects, with some developers trying to rework PPAs. It warned that “compounding cost increases across all materials are just beginning to affect installers.”
Sunrise brief: Polysilicon prices likely have peaked, Canadian Solar execs say
Also on the rise: Stem provides smart energy storage services to a Bay State project, solar leads in global power generation investment, and Agilitas Energy expands its storage footprint.
Price pressures may delay 15% of utility-scale solar projects this year, Roth Capital warns
Shaving off 15% would trim new capacity additions by more than 2.3 GW this year alone, based on Energy Information Administration forecasts. Higher prices throughout the solar supply chain are being blamed.
