We have begun to view Solar in a net positive light, despite fears circulating around tighter lending conditions hurting the value proposition of solar following the collapse of Silicon Valley Bank (SVB). We foresee supply chain related headwinds and issues related to panel procurement abating in the second half of 2023, also leading to lower pricing (helping value proposition of solar).
Fundamental, Research
Solar: Shining Through the Storm Clouds
23 March 2023
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