Balance of Systems

Latest proposed steel tariffs could hit the solar industry

A finding that Mexico and China are subsidizing the structural steel products that they export to the United States could have impacts on racking and tracking systems makers. July 9, 2019 Christian Roselund The solar industry is getting no rest from the aggressive trade policies of the Trump Administration. On the morning after the July …

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ABB exits solar inverter business

This Swiss giant is following a trend as large multinational high-tech companies see their role as redesigning infrastructure rather than supplying inverters at ever lower margins. Schneider Electric has pulled out of large scale solar, Siemens’ Kaco acquisition and Junelight launch show increasing interest in the C&I and residential markets, and GE is likely to …

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Enphase begins tariff-free shipments from Mexico, TVA caps solar in final plan: pvMB 07/01/19

In today’s brief we also feature conditions on Dominion’s future IRPs and some tax benefits recognized from Georgia solar. July 1, 2019 Christian Roselund Image: Enphase Enphase begins microinverter shipments from Mexico – Enphase has finally delivered on its promise to re-route manufacturing from China to Mexico through manufacturing partner Flex, which allows it to …

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Trump tariffs on Mexico could hit SunPower, Enphase

There appears to be no reprieve from the erratic and punitive international policy of the Trump Administration, where tariffs are used as a political tool against both enemies of the United States – real and perceived – as well as the nation’s closest allies. As the latest, last Thursday U.S. President Donald Trump stated that …

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Enphase can’t keep up with demand

The microinverter maker reported its second consecutive quarter of profit and is sold out into the second half of the year, as it continues to battle tariffs and component shortages. April 30, 2019 Christian Roselund Having more demand for your product than you can deliver is usually a good problem to have. And that is …

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Rise of bifacial lifts profits for the world’s tracker companies

Things are hotting up in the tracker world as the desire to squeeze down the price per Watt of solar power intensifies. And the rise of the trackers is attracting some well-known businesses to buy their way into the field. March 19, 2019 Max Hall With the race on to double down on the price …

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