Webber Research: Renewables Weekly

Renewable Energy Highlights:

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• Wild Week For ENPH (page 1)
• PLUG Acquires United Hydrogen & Giner ELX (page 2)
• BLDP Follow-On Order From Wrightbus (page 2)
• JinkoSolar To Supply Bifacial Modules In Chile (page 2)
• RUN To Launch 2 Virtual Power Plants (page 2)
• FCEL Restarts Operations At Torrington, CT Facility (page 2)
• NOVA Closes Solar Backed Notes (page 2)
• NEL +$3MM Purchase Order (page 2)
• GE Nearly Doubling Headcount At LM Wind Facility (page 2)
• SGRE SG 14-222 DD Turbine Backlog Up To 4.3GW (page 2)
• MHI Vestas Supplier Begins Taiwanese Blade Facility Construction (page 3)
• Vestas Recent Order Summary (page 3)
• Denmark To Develop First Offshore Wind Energy Islands (page 3)
• Germany’s National Hydrogen Strategy (page 4)
• New Jersey Plans Offshore Wind Port (page 4)
• EPA Receives 52 New SREs For 2011-2018 (page 4)
• Australian Storage Capacity To More Than Double In 2020 (page 4)
• US Net Electricity Generation (pages 5-6)
• Solar PV Pricing (page 6)
• LCOE Benchmarks & Timeseries (page 7)
• Global Wind Turbine Market Share (Page 8)
• Solar PV Inverter Market Share (page 9)
• US Wind & Solar Projects Announced Or In Early Development (page 10)

Wild Week For ENPH: Last week ENPH traded down 26% on the back of a short report alleging various accounting violations and more serious fraudulent activity, before recovering most of the lost ground in the days that immediately followed (-4% on the week). From our perspective, the report highlights a number of red flags, however…..

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