@ewesoff@CanaryMediaInc “Maxeon and SunPower picked an odd time in the solar business cycle to falter”
Way below cost modules flooded across the market doesn’t make it odd at all.
This pod with @solar_chase is one of the most fascinating we’ve done.
A wild story is unfolding in Pakistan. The country is now the globe’s third largest importer of Chinese solar panels, but none of the resulting projects are visible to the national utility.
@Ask_Spectrum a week after Spectrum does a big mea culpa about bad service and bad plans I catch them cramming my bill. Express trip to an @FCC complaint. Incredible.
@EST_wtf@givexperience@NateSilver538 Thanks for this. I have thoughts and appreciate your on the ground views. Very curious to see if this shows up in any way in the polls.
@JesseJenkins@JohnSmillie42 In re to RIT; RIVN focused gen 2 production on R1S, where there’s higher demand. They focused on selling out Gen1 before building Gen2.
Likely a near term aberration in data.
And despite the name I don’t think the market is the same for true pick up truck buyers and cyber.
@JesseJenkins Heavily influenced by tax treatment of TPO systems where the step up cost basis is reported.
That’s not to say soft costs aren’t a huge problem in US DG solar. But the cost of capital is the single greatest driver.