Feast And Famine. I had a chat with an outdated buddy this week and we thought in regards to the US photo voltaic market. On one hand the resi market is in whole freefall, making it one of many worst international markets, and on the opposite aspect is the utility scale market which is constructing an unlimited quantity of capability with rising PPA charges. Which is why you see the headlines of IPPs boosting funding into the US and module factories (aka meeting vegetation) rising for home provide whereas resi shrinks by 25%+ and struggles to discover a foothold within the new market realities.
Inverter Ideas. I’ll spend extra time speaking about this however the inverter provide chain goes to get tossed the wrong way up for my part and people (or the photo voltaic market) should not prepared for it. I believe that the battery market can also have comparable facets which are coming their means. Keep tuned to this storyline.
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Opinion
Greatest, Yann
