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After years of negative margins, Tesla’s energy division is now a key driver of profitability. So far in 2025, the division ...
Tesla has selected LG Energy Solution (LGES) to supply lithium iron phosphate (LFP) batteries for its US energy storage products in a deal reportedly worth $4.3 billion, according to South Korean ...
It’s no secret that prices throughout the solar supply chain have been at rock bottom over the past 18 months. Alex Barrows and Molly Morgan of CRU Group explore how the market reached the imbalance ...
Tempestuous trade conditions and policy uncertainty have led to module price fragmentation in the United States. Ahead of an expected reduction in manufacturing capacity utilization, leading ...
The Invesco Solar ETF (TAN) underperformed the S&P 500 and Dow Jones Industrial Average (DJIA) in April 2025. Jesse Pichel of Roth Capital Partners attributes this to concern over proposals included ...
Solar modules are getting bigger, thinner, and more powerful. But from Texas to Thailand, the same problem is appearing: broken glass. Not from hail or mishandling, but from cracks that spider from ...
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