My dismay yesterday about product scarcity was with the potential comeback of take or pay contracts. These contracts pray on the positive hopes of companies assuming all things go well, but the take or pay also killed a solid amount of good solar companies. Let’s be clear about something. Solar markets in the US will not have a product scarcity issue. Top tier products are getting the best price globally in the US and therefore will always move product Stateside if the demand is there. Don’t be fooled by sensationalized headlines.
News
- PV-Tech: Beijing officially asks US to begin talks on solar trade suspension deal
- Seeking Alpha: SolarCity: An Analysis Of Retained Value And Its Offerings
- Zacks: Solar Standoff: Will Sanctions on China Hurt US?
- PV Magazine: California’s utility-scale solar generation hits new peak of 4.8 GW
- Renew Economy: Australia’s new attack may spark another solar boom
- Solar Industry: China Set To Reform DG Solar Policies To Boost Installations
- MW Energy News: After a slow start, PACE getting off the ground in Missouri
- NASDAQ: Unlikely Bedfellows: Mines That Run On Solar Or Wind Power
Opinions
Have a great day!
Yann