Effect of US Duties on Taiwan Cell Manufacturers Taiwanese solar cell producers have been the worst affected victims of the US sanctions on Chinese and Taiwanese made solar cells. Big Taiwanese companies such as Motech, Gintech and NeoSolar were seeing large sales growth, as Chinese panel producers outsourced cell production to Taiwan in order to [...]

SunPower acquires SolarBridge Solar companies continue to expand into different areas as the industry moves more and more into an energy providing service, rather than product sales. Some of the solar panel companies such as Renesola (SOL) already sell mounting systems, microinverters etc. Now others such as SunPower (SPWR) are too moving into the BOS [...]

SunEdison wins projects in India SunEdison (SUNE) is on a roll these days winning large contracts to build and develop solar farms outside its core USA market. The company has been signing huge deals to build farms in states such as Karnataka and Rajasthan in India. SunEdison has a strong presence across all parts of [...]

Polysilicon Industry to see more cost reductions The big polysilicon producers are making a lot of money after a loss making 2-3 years. The reason is that the large poly producers are reducing costs continuously, even as the poly prices have stabilized at $20-25/kg range. Most of the Tier 1 producers have costs ranging from [...]

Village Micro Grids Village micro grids are becoming the next fast growing area for solar energy in Asian and African countries. The sharp crash in solar panel prices in recent years has made solar energy affordable in a number of places. It is now competitive with fossil fuel generated power in rural areas in non-power [...]

The US and European sanctions on Chinese solar panel imports have distorted the global solar supply chain and led to inefficient value chains. China circumvented the first round of US solar duties by procuring solar cells from Taiwan. But as the second round of US sanctions plugged this loophole, new loopholes are being researched. Taiwanese [...]