Canadian Solar is seeking a $350 million private credit loan to expand its US operations, according to sources, as Washington steps up scrutiny of imports from China https://t.co/1DXH9rQYtv ...

江山控股(00295)发布公告，集团拥有的太阳能发电站于2026年1月总发电量约为1.83万兆瓦时,去年同期 同站发电量约为2.35万兆瓦时，同比减少22.13%。集团于2026年1月31日的总装机量为290兆瓦。 ...

Core Insights - SolarEdge Technologies Inc. (NASDAQ:SEDG) experienced a significant stock price increase of 13.14%, closing at $35.04, driven by investor optimism ahead of its earnings report and positive news from a competitor [1][3]. Financial Outlook - The company is set to release its financial and operational highlights for Q4 and full-year 2025 on February 18, with a revenue outlook of $310 million to $340 million for Q4, a non-GAAP gross margin of 19% to 23%, and non-GAAP operating expenses projected at $85 million to $90 million [2]. Market Demand - The surge in SolarEdge's stock is attributed to a broader optimism in the solar sector, particularly following Sunrun Inc.'s announcement of a 430% increase in its customer base, indicating strong demand for solar services [3][4]. - Expectations of a 25% increase in energy demand over the next four years further enhance the growth prospects for solar technology providers like SolarEdge [4].

Core Insights - Enphase Energy (ENPH) shares surged over 35% on February 4, following the release of Q4 financial results that exceeded market expectations and a positive outlook for the current quarter [1] - The stock is now trading at nearly double its price from late November, with analysts suggesting that the company has overcome previous inventory correction challenges [2] Financial Performance - Enphase reported earnings of $0.71 per share on revenue of $343 million for Q4, showcasing strong operational efficiency [5] - The adjusted gross margin for the company was 46.1% in Q4, highlighting its pricing power and successful ramp-up of high-margin domestic manufacturing [5] Market Demand and Trends - Sell-through demand in the U.S. increased by 21% quarter-over-quarter, reaching the highest level in over two years, indicating normalized channel inventories [6] - Enphase Energy is currently positioned above its major moving averages (50-day, 100-day, 200-day), suggesting a strong and sustained uptrend [6] Analyst Outlook - RBC Capital has upgraded ENPH shares to 'Outperform', projecting potential price increases by 2026 as the company transitions from a microinverter focus to an integrated energy provider [7] - The firm has shipped 150.1 MWh of IQ batteries and expanded its installer network to over 22,000 professionals globally [7] - Enphase's ability to maintain premium pricing while scaling domestic manufacturing, now at 1.31 million units, provides a defensive advantage against global market volatility [8] - The company's guidance for up to $300 million in revenue for the current quarter may lead to estimate revisions, potentially driving stock prices higher in the next 12 months [8]

Metlen Energy & Metals has entered into an agreement with Schroders Greencoat for the sale of a 283-megawatt solar photovoltaic portfolio in the United Kingdom, marking the second transaction between the two groups and underscoring strong institutional appetite for operating renewable assets. The portfolio comprises seven ground-mounted solar projects spread across England and Scotland. Of the total capacity, 143 MW are already operational or mechanically complete, while the remaining 140 MW are under con ...

Core Insights - The CO Bar Complex is one of the largest renewable energy projects in the U.S., with a total capacity of approximately 1.2 GW of solar generation and 4.0 GWh of energy storage [1][2] - The project is expected to generate around USD 270 million from electricity sales in its first full year of operation [1][3] - Enlight Renewable Energy has secured significant agreements, including a 1 GW Interconnection Agreement and 20-year tolling agreements for additional energy storage capacity [1][4] Project Details - The CO Bar Complex consists of five stages, with CO Bar 1 contributing 258 MW of solar generation and 824 MWh of energy storage, while CO Bar 2 and CO Bar 3 add 480 MW and 473 MW of solar generation, respectively [2] - CO Bar 4 and CO Bar 5 are dedicated to energy storage, providing 1,600 MWh and 1,576 MWh of capacity [2] - The total investment for the Complex is estimated between USD 2,860 million and USD 3,010 million, with a net investment of approximately USD 1,550 million to USD 1,630 million after tax benefits [3] Strategic Importance - The completion of the CO Bar project marks a significant milestone for Enlight in the U.S. market, following the financial closing of another large-scale project, Snowflake [5] - Enlight's strategy focuses on leveraging large interconnections to develop multiple components, which reduces development risks and enhances return on investments [5] - The project is expected to provide enough clean energy to power over 215,000 homes in Arizona [3] Construction Timeline - All five stages of the CO Bar Complex were safe harbored in 2025, with construction at CO Bar 1-2 progressing to the next phase [6] - Full mobilization of construction at CO Bar 3-5 is anticipated within the next 12 months, with initial commercial operations expected to begin from the second half of 2027 to the first half of 2028 [6] Leadership Statements - The CEO of Enlight emphasized that the CO Bar project represents a major advancement for the company's U.S. platform and demonstrates their capability to execute large-scale renewable energy projects [7] - The CEO of Clēnera highlighted the project's significance in building large utility-scale solar facilities that support regenerative land management principles [7]

Dubai Dubai. >> Dubai is green tomorrow. How can we keep Dubai alive for future generations.>> Look at that skyline, Aiden. Glass towers, bright lights, and desert all around. Dubai really is a miracle in the hand.>> It is. And you know what I love most. How it keeps growing and changing.But I do wonder how a city this modern can stay sustainable. It feels like everything runs on air conditioning. As the old agent the body is changing fast sustainability becoming is becoming part of how the city lives and b ...

Construction has begun on the $524m (Won750.26bn) Lucy Solar Project, a Korean-led utility-scale investment in Texas being developed by a consortium of South Korean and US partners. The 350MW solar farm in Concho County is expected to generate 926 gigawatt-hours of clean electricity a year. The project is being developed by a group known as 'Team Korea', which includes EIP Asset Management, Hyundai Engineering & Construction (Hyundai E&C), Korea Midland Power (KOMIPO), Korea Overseas Infrastructure & Urb ...

Core Viewpoint - Ascent Solar Technologies, Inc. has successfully closed a private placement, raising approximately $10 million, with potential additional proceeds of up to $15 million from the exercise of warrants [1][3]. Group 1: Financial Details - The private placement involved the sale of 1,818,182 shares of common stock and accompanying warrants at a price of $5.50 per share [1]. - The gross proceeds from the offering were approximately $10 million before deducting fees and expenses [3]. - If fully exercised, the series A and short-term series B warrants could provide an additional $15 million in gross proceeds [3]. Group 2: Warrants and Expiration - The series A warrants and short-term series B warrants have an exercise price of $5.50 and are immediately exercisable upon issuance [1]. - The series A warrants will expire five years from the effective date of the Resale Registration Statement, while the short-term series B warrants will expire eighteen months from the same date [1]. Group 3: Use of Proceeds - The company intends to utilize the net proceeds from the offering for general working capital needs [3]. Group 4: Company Overview - Ascent Solar Technologies, Inc. specializes in high-performance, flexible thin-film solar panels, with a strong background in R&D and manufacturing [6]. - The company's photovoltaic modules have been deployed in various applications, including space missions and commercial construction [7].

Core Insights - ELITE Solar has launched a new photovoltaic panel manufacturing facility with a capacity of 5 GW in the Suez Economic Zone, marking a significant milestone in the company's global expansion strategy [1] - The facility includes 2 GW for high-efficiency solar cells and 3 GW for solar module production, creating a fully integrated manufacturing platform for customers in public services, commercial, and industrial sectors worldwide [1] Company Overview - ELITE Solar, founded in 2005, is a global provider of high-efficiency solar solutions for public services, commercial, industrial, and residential markets [2] - The company is headquartered in Singapore with a branch in California, operating integrated manufacturing plants in Vietnam, Indonesia, and Egypt, covering the entire value chain from wafers to modules [2] - The vertically integrated model and global presence of ELITE Solar support its mission to enhance customer success and accelerate the transition to clean energy [2] Strategic Importance - The new facility supports local workforce development and strengthens the region's role in the global clean energy supply chain [1] - The plant's opening was attended by Egyptian Prime Minister Dr. Mustafa Madbouly, highlighting its significance for Egypt's renewable energy and industrial development goals [1] - ELITE Solar's approach combines centralized technological leadership and global standards with localized manufacturing in strategic regions, allowing the company to respond effectively to customer demand in the MENA region [1]