Feb. 2 at 2:20 PM
$FSLR I believe
$TSLA 's solar panels will be marketed primarily to residential. Residential mkt in Cal already saturated; Their larger utilities are already curtails huge amounts of electricity daily. `California electric curtailment, primarily affecting solar, is rising, with 3.4 million MWh of renewable energy curtailed in 2024, a 29% increase over 2023. Solar accounts for 93% of this activity, occurring when generation exceeds demand or transmission lines are congested. While curtailment reduces, large-scale battery storage is increasingly used to mitigate it.' gemini. This is pure waste. Additional grid storage could mitigate this, but it's expensive.
$FSLR markets only to utilities here and abroad with panels built in USA.