I hope everyone enjoyed their holiday weekend. As we near the end of the 1st half of the year, does anyone have any guesses on the size of the US market for this year? It seems to me that we are no longer aiming for 16GW but something less, even substantially so due to a desire to shift projects forward. The manufacturers are returning from their shows in Shanghai and word has it that the US market will not live up to the hype it created from earlier this year when the ITC was expected to sunset, creating a larger than normal year.
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Opinion
Have a great day!
Yann