Now that we're through earnings season, it's back to business as usual for the solar industry.
This week there were some small but still notable power-plant deals announced. SunPower
Canadian Solar
Managing debt
Recently I've been very critical of Chinese solar manufacturers who lean on short-term loans from government banks for financing. But one of the most egregious users of this financing, LDK Solar
This doesn't take LDK off my list of impending failures, but it's a good step nonetheless.
Mergers and acquisitions
The beginning of an inevitable M&A binge hasn't truly started yet, but JA Solar
Solar dumping decision today
Remember that complaint by a Coalition of American Solar Manufacturers led by SolarWorld that accused Chinese manufacturers of dumping solar products? Well, they were meeting with the ITC today, and initial word is that in a 6-0 vote, the group said there is reasonable indication of injury or the threat of injury.
This is a big decision for many reasons, because it affects everyone in the solar industry, sometimes in different ways. First Solar
The whole thing is a mess right now, with conflicted interests everywhere. I just hope we don't hurt the whole for the benefit of a few.
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