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Trade War Goes to the Trenches

The solar-module trade war is growing hotter, with new salvos fired by both sides.

Module margins shrink in silicon price war

  Third-quarter estimates for silicon solar manufacturers showed declining margins and profits, as average selling price (ASP) sank about 30 percent, toward $1 per watt. But despite an inventory glut, there’s little evidence of a slowdown in production at the major factories. SunPower, the strongest presence in the U.S. market, reports a strong revenue gain [...]

Bankruptcies: The Bigger Picture

The Western financial system is seriously challenged by Chinese state capitalism.