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04.18.18 Manufacturing 8

SunPower is vying for SolarWorld's American assets.

SolarWorld Asked Trade Officials to Exclude SunPower From Tariffs. Now SunPower Is Buying SolarWorld

“There was obviously a huge conflict of interest when they wrote support for excluding SunPower’s technology but not others.”

by Stephen Lacey, Julia Pyper, Emma Foehringer Merchant

04.18.18 PV Modules 11

Technology and innovation drive the next generation of PV solutions.

Bifacial Plus Tracking Boosts Solar Energy Yield by 27 Percent

Recent testing shows bifacial PERC modules can significantly increase energy yields.

by GTM Creative Strategies

04.04.18 Wind Markets & Policy 11

Chinese-made wind products potentially subject to tariffs made up 25 percent of U.S. imports in 2017.

Trump Targets Chinese Wind, Battery and EV Imports, With Limited US Impact

Solar products were not included on the administration’s list of products that could be subject to new tariffs.

by Julia Pyper

04.04.18 Solar Finance & VC 3

After years of slow spending on early-stage cleantech startups, a new VC firm thinks it's time to jump in.

Congruent Ventures Wants to Prove That Early-Stage Cleantech VCs Can Make Money

The firm will only invest in young companies working on sustainability challenges.

by Julian Spector

03.30.18 Manufacturing 9

Jinko is the first major Chinese manufacturer to set up shop in America in the wake of Trump's tariffs.

JinkoSolar Confirms $50M Investment in US Factory to Make Tariff-Free Solar Panels

NextEra is the counterparty for up to 2.75 gigawatts of PV over four years. Will other foreign solar giants follow suit?

by Jeff St. John

03.29.18 Markets & Policy 8

The U.S. polysilicon industry still awaits a solution to trade issues.

Struggling US Polysilicon Producers Are a Forgotten Casualty in the Solar Trade War With China

Polysilicon production, once dominated by America, has been taken over by China. It’s a direct consequence of tariffs and failed negotiations.

by Emma Foehringer Merchant

How Tariffs Will Raise Balance-of-System Costs for Solar and Storage Projects

GTM Squared

How Tariffs Will Raise Balance-of-System Costs for Solar and Storage Projects

Sure, battery and module prices are on a downward trajectory. But what about the rest of the system?

by Emma Foehringer Merchant | March 21, 2018

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03.21.18 Markets & Policy 3

The EU is one of several parties demanding compensation for new US solar safeguard measures.

US Rejects EU Solar Tariff Alternative at the WTO

Refusing the European Union’s request leaves the door open for retaliatory measures.

by Julia Pyper

03.20.18 Manufacturing 19

Without an exclusion, SunPower says it will have to follow through on planned layoffs.

SunPower: Tariff Exclusion Would Free Funds to Open New US Solar Manufacturing Facilities

Tom Werner said SunPower’s plan to establish new U.S. manufacturing plants—if granted a tariff exclusion—would create “hundreds” of jobs.

by Julia Pyper

03.08.18 Policy 12

The president said aggressive foreign trade practices are an

Trump’s Steel, Aluminum Tariffs Create ‘Another Headache’ for Renewables

Higher commodity prices could increase the levelized cost of energy for U.S. renewable power plants by potentially up to 5 percent.

by Julia Pyper

The live broadcast of Blockchain in Energy Forum 2018.

GTM Squared

Watch the Live Broadcast From Blockchain in Energy Forum 2018

Watch experts talk about bringing blockchain to the energy world. Become a GTM Squared member to get the live broadcast and video on demand!

by Nicholas Rinaldi | March 8, 2018

03.02.18 Utility-Scale Solar 10

First Solar is developing a road map to drastically increase its production capacity.

First Solar Speeds Ahead as Tariffs Hinder the Competition

Exempted from solar tariffs, the thin film manufacturer is focused on working through a multi-year backlog.

by Julian Spector

03.01.18 17

Tariffs are expected to cause solar racking system prices to spike.

Steel and Aluminum Tariffs Could Add 2 Cents per Watt to Utility-Scale Solar Projects

“That is a significant added cost, especially on top of the job-killing solar tariffs.”

by Julia Pyper

03.01.18 Solar-Plus-Storage 6

The company will add battery systems to its commercial solar offerings.

SunPower Turns to Energy Storage for Growth in Tough Times

The veteran manufacturer has gained some early traction in the commercial solar-plus-storage space.

by Julian Spector

02.28.18 Manufacturing 5

This shows creditors have confidence in the company, the CEO said.

SolarWorld Americas Receives $5 Million Loan

So is domestic manufacturing on the rebound after all?

by Julia Pyper

02.27.18 Manufacturing 49

SEIA said it hasn't heard of five solar plants in the works.

Trump Claims Solar Tariffs Are ‘Reopening Plants.’ They’re Not

Some manufacturers are exploring U.S. factories, but so far there’s no indication the tariffs have prompted “at least five” solar plants to open.

by Julia Pyper

02.22.18 Manufacturing 3

New import tariffs are likely to hit SunPower harder than most in the solar industry.

SunPower Faces a Year of Transition as Trump’s Solar Tariffs Kick In

The solar company is already cutting costs—and headcount—as it seeks a tariff exclusion.

by Katie Fehrenbacher

02.15.18 Solar Finance & VC 227

Industry Perspective

Why Solar Is on a Path to Dominance

Yuri Horwitz details the investment, cost and technology trends driving solar forward in 2018 and beyond.

by Yuri Horwitz

02.13.18 Manufacturing 15

Solar tariffs could trigger a broader trade war.

Trump’s Solar Tariffs Get Hit With a Wave of Legal Challenges

Three Canadian solar companies are suing the administration, while at least five U.S. trading partners have launched complaints at the WTO.

by Julia Pyper

02.07.18 Manufacturing 3

Are America’s New Solar Tariffs Already Working?

On this week’s episode of The Energy Gang, we round up of the latest manufacturing activity announced in the wake of Trump’s tariffs.

by Stephen Lacey

01.31.18 Solar 4

2018 will be the first triple-digit year for the global solar market -- but it will also have some bumps.

Research Spotlight

10 Trends That Will Shape the Global Solar Market in 2018

GTM Research’s team of solar analysts put some numbers behind their 2018 predictions.

by Mike Munsell

01.31.18 Manufacturing 22

Jinko's American-made modules could enjoy a 15 percent price advantage over imported solar panels.

JinkoSolar Set to Build a US Factory, the First Planned in Response to Tariffs

Taiwanese solar manufacturer United Renewable Energy is also planning to launch a new U.S. module facility in the wake of Trump’s tariff decision.

by Julia Pyper

01.26.18 Markets & Policy 21

The exemption could be meaningful for Adani, the largest cell and module manufacturer in India.

What India’s Solar Tariff Exemption Could Mean for the US Market

New documents show that a few countries with significant solar manufacturing facilities are exempt from Trump’s new solar tariffs, which could help U.S. developers.

by Julia Pyper

01.24.18 Manufacturing 52

Solar experts say tariffs can work -- just not in this scenario.

Did Trump’s Solar Tariffs Just Launch a US Manufacturing Renaissance?

Several solar manufacturers are making expansion plans. But that may not be enough to see companies “coming back strong”—as the president promised.

by Julia Pyper

01.24.18 Markets & Policy 4

India's solar industry is facing steep tariffs. Developers hope Modi's pushback against Trump is a sign he'll abandon them.

Could Backlash to Trump’s Solar Tariff Be Good News for India?

India’s PV import tariff proposal contradicts Modi’s call for free trade.

by Jason Deign

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Spain Grid-Connects More Solar in 2019 Than Last Decade Combined

Can Solar and Batteries Outlast an Extended Power Outage?

Massachusetts Regulators Audit National Grid Over Concerns With Management

Elon Musk at Model Y Reveal: ‘This Is the Year of the Solar Roof and Powerwall’

China to Eliminate Subsidies for Hydrogen Fuel-Cell Cars: Report

California Governor Calls for Customer Rebates in Wake of PG&E Blackouts

Duke Energy to Build Its First Large Battery in South Carolina

The Arizona Battery Explosion Is Changing Conventional Wisdom on Safety

Exploring the Factors Behind the Residential Battery Surge

GE: 'Inevitable' That Offshore Wind Manufacturing Comes to the US

Equinor Gives Nod to 88MW Floating Wind Farm

US Wind Industry Seeks Same Tax Incentives as Solar

From Science Project to Money Maker: Energy Storage Hits Inflection Point

Rebuilding the Bahamas With Distributed Solar and Storage

Coalition of Automakers and Utilities Unveils Transportation Policy ‘Roadmap’

Voice Assistant Platforms: Pursuing an Improved Utility Customer Experience

Commercial Solar Financing Made Simple

The Future of String Inverters for Energy Storage

Manufacturing

SolarWorld Asked Trade Officials to Exclude SunPower From Tariffs. Now SunPower Is Buying SolarWorld

Bifacial Plus Tracking Boosts Solar Energy Yield by 27 Percent

Trump Targets Chinese Wind, Battery and EV Imports, With Limited US Impact

Congruent Ventures Wants to Prove That Early-Stage Cleantech VCs Can Make Money

Next-Generation Energy Technologies Are Constrained by Outdated Markets. Here’s How to Fix Them

JinkoSolar Confirms $50M Investment in US Factory to Make Tariff-Free Solar Panels

Struggling US Polysilicon Producers Are a Forgotten Casualty in the Solar Trade War With China

How Tariffs Will Raise Balance-of-System Costs for Solar and Storage Projects

Batteries’ Big Week: Nobel Prizes, California Outages and Safety Revelations

A Look at FERC’s Proposed PURPA Fixes

Digging Into NYISO’s Carbon Pricing Plan

US Rejects EU Solar Tariff Alternative at the WTO

SunPower: Tariff Exclusion Would Free Funds to Open New US Solar Manufacturing Facilities

Trump’s Steel, Aluminum Tariffs Create ‘Another Headache’ for Renewables

Watch the Live Broadcast From Blockchain in Energy Forum 2018

First Solar Speeds Ahead as Tariffs Hinder the Competition

Steel and Aluminum Tariffs Could Add 2 Cents per Watt to Utility-Scale Solar Projects

SunPower Turns to Energy Storage for Growth in Tough Times

SolarWorld Americas Receives $5 Million Loan

Trump Claims Solar Tariffs Are ‘Reopening Plants.’ They’re Not

SunPower Faces a Year of Transition as Trump’s Solar Tariffs Kick In

Why Solar Is on a Path to Dominance

Trump’s Solar Tariffs Get Hit With a Wave of Legal Challenges

Are America’s New Solar Tariffs Already Working?

10 Trends That Will Shape the Global Solar Market in 2018

JinkoSolar Set to Build a US Factory, the First Planned in Response to Tariffs

What India’s Solar Tariff Exemption Could Mean for the US Market

Did Trump’s Solar Tariffs Just Launch a US Manufacturing Renaissance?

Could Backlash to Trump’s Solar Tariff Be Good News for India?