Category Archives: Articles

Solar Companies Unlock Huge Value with Potenial YieldCos

Earnings season is starting to come to an end for the major solar companies, and one topic is on every investor’s radar: YieldCo’s. No matter how many gigawatts are in your pipeline, or how many megawatts of projects you have on your balance sheet, all firms are eyeing this strategy to maximize shareholder value. Some

SolarCity aims for the Sun with 1GW Target for 2015

SolarCity 1GW

SolarCity released their Q4 2014 results today which outlined the progress they’ve made throughout the year, and the ambitions they have for the future. The letter to shareholders starts with: “On December 31, we concluded the best quarter and year in our history. We created more long-term value for shareholders in 2014 than we had

What the USITC Vote Means – Solar Products from China and Taiwan

On Wednesday, the United States International Trade Commission (USITC) voted to uphold the Department of Commerce determination that a U.S. industry is materially injured by reason of imports of certain crystalline silicon photovoltaic products from China and Taiwan.  Not a big surprise. How will this impact Chinese solar manufacturers?  Probably not too much, outside of

Smart Money Doubling Down on Solar Stocks

Smart Money Doubling Down on Solar

Shares of solar companies have taken a hit over the past few months as the price of oil continues to drop. To many, the sell off in solar names seems unfounded, since oil is not a direct competitor to solar electricity. There is also some evidence that cheaper oil could actually help the bottom line