Solar industry earnings season begins on Thursday when SunPower (NASDAQ:SPWR) reports results, and if industry data is true the numbers should be outstanding. Solarbuzz is reporting that installations were up 35% from a year ago and Chinese players should see module prices on the rise and margins moving higher.
But rising module prices won't be good for everyone. SolarCity (NASDAQ:SCTY.DL) is a big buyer of solar panels, and if prices rise 20% this year it could hurt retained value.
Solar specialist Travis Hoium covers this and more in his preview of solar earnings in the video below.