Dan

Amber Kinetics: Turning Flywheels Into Multi-Hour Energy Storage Assets https://www.greentechmedia.com/articles/read/Amber-Kinetics-Turning-Flywheels-into-Multi-Hour-Energy-Storage-Assets

Thanks Explo, that's very good news for China exposed ones, like JKS.. I guess this helped to propel JKS's SP last two trading days..

Uh yeah!! everybody on-board, belts fastened !! It seems the knife has landed, now the rebound begins. THANKS A LOT Odyd and Explo for putting things in their right perspective, I'd never bitten on TERP without your insight and analysis.

Reply.

I see too much enthusiasm in YGE today. (good for us, this adds to raise positivism) Revenue raises, OK.. but they are still loosing money in every panel they sell, and depleting cash at fast rate.. Their debt is huge, and their equipment is getting old and loosing efficiency respect their peers, For sure they already need upgrade it's over 4GW capacity to maintain competitiveness.. can they? YGE aims come back in black in 2nd half.. I guess they already crossed the no return line.. what do you think ?

Just read.. Excellent article, and very interesting comments after that.. as always, thanks for share your insight !!

Yep, thats great.. I don´t have any idea about margins on storage business, but that´s great anyway

A very good one, I enjoyed reading it. Thanks. CSIQ raising in premarket, who knows if the article has something to do with that..

Same feeling here

worth reading, great analysis, thanks Odyd !

I'm not sure about that.. LDK with 18000 (or 25000?) MT and hydrochlorination upgrades never got close to $18/kg I'd say each company is a separate story..

maybe is time to buy some SPWR ? although I do not know what would happen with SPWR if Chinese module duties were removed, and 3.70 B market cap. it's not a bargain either..

In the same boat from 2005, with a ESLR, ENER, LDK and STP foolproof pack, hehe.. (yep, don't want to remember 2008's slaughter!!)

Big jump in module spot pricing, and 5 weeks in a row falling Poly prices The environment is improving for every module maker, but for JKS mainly (spot Poly).

Perhaps SOL have suffered recently because Poly prices appears to be stabilized last week on the 18.xx $/Kg range.. http://pvinsights.com/ That leaves SOL Poly production cost far above spot prices, at least by the moment..