India Solar — Unboxing Valuation

Some really interesting developments are taking place in the Indian solar space. Module prices are hardening and there is talk of Discoms reneging on previous high tariff power purchase agreements (PPA) in light of declining tariffs, while developers are reportedly seeking to exit low tariff commitments in light of rising module prices. It’s all happening there! 

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India Solar — Unboxing Valuation

Some really interesting developments are taking place in the Indian solar space. Module prices are hardening and there is talk of Discoms reneging on previous high tariff power purchase agreements (PPA) in light of declining tariffs, while developers are reportedly seeking to exit low tariff commitments in light of rising module prices. It’s all happening there! 

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What the Suniva/SolarWorld Trade Case Could Mean for Downstream Solar Companies

Why are participants in this $23 billion industry bracing themselves at this very moment for the possibility of an industry contraction? Their concern does not stem from a competing energy source or a promising new technology on the horizon. The threat to solar’s continued growth comes from within the industry itself, as two failed U.S. solar companies push the government to punish the rest of the industry for their own failures.

 

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