Jump to content

Our Picks

Top content from across the community, hand-picked by us.

Yeah, it is a bit frustrating to see CSIQ drops (albeit not too much) two days in a row while crude oil prices go up.  Normally, this would have lit a fire under the stock.  Today news of wafer, cell and panel prices increase did not help the stock either.

For what it's worth, max pain for next month 's options for CSIQ is only $15.  I hope it does not drop to this level.  Good luck.


Good Summary of FSLR results from the PV _Magazine

But the truth is that First Solar doesn’t want to pass up either opportunity, and as a result it is increasing its investment. The company now plans to install Series 6 production equipment in its idled Vietnam factory, and is considering running Series 4 a little longer than previously planned in its enormous facility in Kulim, Malaysia.

And when the company spends the full billion dollars that it is planning for re-tooling, First Solar should have nearly 4 GW of annual capacity across its fleet by the end of 2019. This includes the 1 GW of Series 4 that the company has said it will retain, a number which it is considering increasing.



From the conference call as per PV-Tech

"Not surprisingly, NextEra Energy Partners management were asked by financial analysts as to the impact the latest ITC case would have on its PV pipeline. 

Management noted that PV module manufacturers did not want to give up on the US solar market and therefore would figure out ways to support the US market. Management also noted that any actions by module suppliers would of course take a little time to be implement but NextEra was not worried about the long-term implications of any ITC case.

The inference from NextEra management response is that PV module manufacturers such as JinkoSolar and Hanwha Q CELLS, both having been major module suppliers to NextEra would be considering the location of manufacturing operations in the US to circumvent any new import rulings that would raise module prices. "