The solar PV sector has been struggling for the last two or three quarters as manufacturing over-capacity has driven down module pricing by around 40% since the beginning of the year. China’s…
Stock prices plunged this morning and spent most of the day trading way down. The DJIA hovered around -300 points for most of the day, while the NASDAQ was off around -50…
Shares only briefly broke above last week’s close today, as decliners outnumber gainers by about 4 to 1 in the late afternoon. Tech stocks held up fairly well early as news of…
China’s JinkoSolar Holding Co. Ltd. (NYSE: JKS) has from its beginnings been viewed as a low-cost provider of solar PV panels. Unfortunately, competition in the sector has brought every other solar maker…
Jon OggThese are some of this Tuesday’s top analyst upgrades, downgrades, and initiations seen having an impact from Wall Street research calls. Alon USA Energy, Inc. (NYSE: ALJ) is the value stock…
The DJIA was down about -230 points at mid-morning and now that the European markets have closed the DJIA is down “only” about -175 points. Continuing concerns about Greek debt and worries…
One sector that is not falling in response to the downgrade of US debt is the solar PV industry. It is tanking on its own. Bellwether stock First Solar Inc. (NASDAQ: FSLR)…
Three major solar PV companies reported earnings after markets closed yesterday, and the final score does not look promising for the solar PV makers. First Solar Inc. (NASDAQ: FSLR) and MEMC Electronic…
The government of China has just authorized what amounts to a feed-in tariff on the country’s grid operators, who will have to pay $0.16- $0.18/kWh to solar PV developers which supply power…
Shares of LDK Solar Co. Inc. (NYSE: LDK) are getting hit again today following the company’s announcement that a member of its board of directors who was also the head of its…
The merger and consolidation phase in solar may be getting underway. Solar PV maker JA Solar Holdings, Co., Ltd. (NASDAQ: JASO) has reached an agreement to purchase privately held Silver Age Holdings…
Solar PV makers are facing a tough second half of 2011. Forecast supply is expected to exceed demand, and virtually every solar supplier is seeing its stock price head south. A few…
Last week we noted that parity pricing for solar PV generation was approaching much more quickly than anticipated. Usually called “grid parity,” the term refers to the day when the unsubsidized cost…
The oversupply of solar PV panels at the beginning of the year is slowly being wound down, but nearly every solar PV maker is also expanding manufacturing capacity in anticipation of increased…
Last week’s action in the solar sector was not just a reaction to a poor earnings reports from Trina Solar Ltd. (NYSE: TSL) and Yingli Green Energy Holding Co. Ltd. (NYSE: YGE). For…
