Jun. 21 at 12:38 AM
$ENPH $FSLR Aren’t these two very different businesses? ENPH is residential solar while FSLR is utility scale projects. Residential solar is in a bad spot right now. The installer companies are the POC with the home owner and have to convince them that the economics make sense to do the install. Without credits, that is a much tougher case to make. Utility scale projects are huge investments and the economics can still be favorable even without subsidies. And since this is a business investment for an energy company, you have professional bean counters that can accurately calculate the ROI. If a big infrastructure project is economically viable without subsidies, it is going to get done. Seems that utility scale solar probably has the edge over residential at this point in time. If suddenly the price of solar panels came down drastically, that might restore the economics for many residential projects. Sadly, I am way underwater on ENPH!