Guggenheim: Sale of CAFD, NYLD casts doubt on the yieldco space
A research note by Guggenheim Securities says that the discounted sales of NRG Yield and 8point3 Energy Partners show how difficult it has been for investors to accurately value yieldcos, and undermines confidence.
Kann, Shiao: No US “manufacturing renaissance” due to solar tariffs
The latest analysis by current and former GTM Research executives argues that there is insufficient economic reason to manufacture solar in the United States.
Tesla solar deployments slide further in Q4
With only 87 MW deployed, Tesla/SolarCity may no longer be the largest distributed solar company in the United States, but its energy storage business is growing.
US solar jobs fell 3.8% in 2017
The hangover from the ITC-driven boom in 2016 in the U.S. is the biggest factor in the relative decline, and a rebound is expected in 2019.
US installs nearly 4 GW of solar in Q4 2017
GTM Research has given its preliminary estimate for installations over the full year 2017 at 11.8 GW, a 22% decline from 2016 levels.
Mission Solar to double US solar module manufacturing
The expansion to 400 MW will make Mission the fourth-largest PV module maker in the U.S.
Report: Venture capitalists fall in love with battery storage
According to a report released by Mercom Capital, venture capital firms showered battery storage companies with money to the tune of US$714 million last year.
Section 201 solar tariffs to be felt across market segments (w/chart)
GTM Research has issued new details, which show that distributed solar installations will also see a more than 10% decline from the base case through 2022.
Taiwanese cell giants plan US module factory
The newly minted merger of Neo Solar Power, Gintech and Solartech is planning a module factory, the second such factory to be announced by a large Asian PV maker since solar tariffs were finalized.
Trump opens the door for specific products, nations to be excluded from tariffs
The U.S. President’s proclamation provides a path for specific products to apply for exemption from tariffs, which had been sought by both SunPower and the government of South Korea. Additionally, imports from a number of developing nations are exempt as long as import levels remain small.
