Canadian Solar - wo geht die Reise hin? (Seite 3)

[Oginvest]

US solar panel manufacturing boom threatened by cheap imports

(Reuters) - U.S. companies have announced plans to build dozens of solar panel factories across the country since last year when President Joe Biden’s signature climate law unleashed billions of dollars of subsidies, raising hopes a clean energy boom can provide tens of thousands of good paying jobs.

https://www.investing.com/news/commodities-news/us-solar-pan…

[GanjaSmoker]

Von den Zahlen her ist jinkosolar viel attraktiver, gemessen an der Marketcap ... Hab leider einen Teil meiner jinko verkauft und hier gekauft... Bin ernsthaft am überlegen wieder komplett auf jinko umzuschichten...

Sehr Uhr Gründe warum Canadian solar besser ist als jinko?

Vielen Dank

[Oginvest]

Antwort auf Beitrag Nr.: 74.716.244 von Oginvest am 30.10.23 13:14:14

Die Meldung zu Mesquite, Texas vom Juni 2023:

Canadian Solar expanding into U.S. with 5 GW module plant

Canadian Solar is building a 5 GW module manufacturing plant in Mesquite, Texas, with plans to begin production by the end of 2023.

The announcement marks Canadian Solar's entrance into U.S. manufacturing. One of the largest module producers in the world, Canadian Solar operates plants in Southeast Asia, Canada, and Brazil, while the bulk of its product is shipped from China.

The "state-of-the-art" facility will have the capacity to produce 20,000 modules per day, the company said in a press release. Canadian Solar plans to invest more than $250 million to build out the plant, which will create approximately 1,500 new jobs once fully ramped up.
...

https://www.renewableenergyworld.com/solar/canadian-solar-ex…

[Oginvest]

Canadian Solar doubles down on U.S. investment with 5 GW cell factory

Canadian Solar announced plans to establish a 5 GW solar cell production facility in Indiana, doubling down on the company’s expansion into the U.S.

Solar cells produced at the Jeffersonville plant will support Canadian Solar’s planned 5 GW solar module assembly plant in Mesquite, Texas.
...

https://www.renewableenergyworld.com/solar/canadian-solar-do…

[Oginvest]

Canadian Solar Announces U.S. Solar Cell Manufacturing Facility in Jeffersonville, Indiana

GUELPH, ON, Oct. 30, 2023 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ), headquartered in Guelph, Ontario, today announced that it is establishing a 5 GW Solar PV cell production facility at the River Ridge Commerce Center in Jeffersonville, Indiana.

Canadian Solar is building a state-of-the-art solar photovoltaic cell manufacturing plant with an annual output of 5 GW, equivalent to approximately 20,000 high-power modules per day. The Jeffersonville facility represents a projected investment of more than $800 million and will create approximately 1,200 skilled high-tech jobs once production is fully ramped up. The solar cells produced at this facility will be used at the previously announced 5 GW module assembly plant in Mesquite, Texas. Production at the Jeffersonville facility is expected to begin by the end of 2025.

"Indiana's strong advanced manufacturing sector positions the state to help lead the global energy transition, developing and powering new solutions in batteries, solar and hydrogen," said Governor Eric Holcomb. "Canadian Solar's new U.S. location in Jeffersonville will put our skilled Hoosier workforce at the center of cultivating solar power, making energy efficient panels more accessible to consumers across the country."

United States Senator Mike Braun stated, "Indiana is a proud leader both in the Midwest and the country in manufacturing and innovation. I'm pleased to know that this new solar manufacturing facility opening in Jeffersonville will create many new jobs for Hoosiers and stimulate the local economy."

Emphasizing the importance of this new facility, Thomas Koerner, Senior Vice President of Canadian Solar, said, "Establishing this factory is a key milestone that will enable us to better serve our U.S. customers with the most advanced technology in the industry. This is the second of the anticipated long-term investments we expect to make in the U.S. as we think strategically about a local, sustainable and clean energy supply chain and to fulfill the long-term requirements of the local-content rules of the recently established IRA. We thank the State of Indiana, Clark County, and the City of Jeffersonville for their critical support and look forward to working with them as we grow."

...
https://investors.canadiansolar.com/news-releases/news-relea…

[Oginvest]

Wer will, kann auch bei Netto ein Balkonkraftwerk mit 820W Canadian Solar PV-Modul kaufen und so unterstützen: 😉
https://www.netto-online.de/balkonkraftwerk-820w-canadian-so…

[Oginvest]

Antwort auf Beitrag Nr.: 74.709.399 von GreenLantern1 am 28.10.23 14:53:03

Wenn man sich dieses mögliche Potential betrachtet, mit der Annahme einer noch immer "weltweit" geplanten Energiewende, sollte eine Investition in Solarwerte kaum falsch sein, auch wenn diese, infolge anderer Herausforderungen, nun etwas verzögert umgesetzt wird.

[GreenLantern1]

Antwort auf Beitrag Nr.: 74.708.742 von Oginvest am 28.10.23 11:28:00

Zitat von Oginvest: Canadian Solar's e-STORAGE to Deliver 1 GWh DC of Battery Storage Solutions to DEPCOM Power and Tucson Electric Power in Arizona
[........]
https://www.nasdaq.com/press-release/canadian-solars-e-stora…

Im Gegensatz zu SolarEdge (Erstposition) und Enphase (Watchlist) werde ich bei Canadian Solar weiter zukaufen. Diese melden gefühlt jede Woche neue langfristige (teils staatliche) Aufträge, die langfristige Cashflows sichern.

[Oginvest]

Canadian Solar's e-STORAGE to Deliver 1 GWh DC of Battery Storage Solutions to DEPCOM Power and Tucson Electric Power in Arizona

GUELPH, ON, Oct. 26, 2023 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), has been awarded a supply and integration contract for 1 GWh DC of energy storage solutions for DEPCOM Power, Inc. and Tucson Electric Power (TEP) in Arizona.

e-STORAGE will deliver its proprietary energy storage solution SolBank to the Roadrunner Reserve System project that will be constructed by DEPCOM Power. The project has a rated capacity of 200 MW and a total storage capacity of 800 MWh AC. TEP will own and operate the project which will be the largest energy storage system on TEP's energy grid and among the largest in Arizona.

Once operational, the energy storage project will serve up to approximately 42,000 homes for a four-hour duration. This marks the second significant project in Arizona for e-STORAGE, following the kick-off of the Papago Storage project (1,200 MWh / 1,519 MWh DC nominal) in August of 2023....

https://www.nasdaq.com/press-release/canadian-solars-e-stora…

[peterhuber91]

Antwort auf Beitrag Nr.: 74.594.879 von peterhuber91 am 06.10.23 09:17:15

Gute Analyse. Hier noch einmal der Link:
https://youtube.com/watch?v=MG1tOAfNQ1M" target="_blank" rel="nofollow ugc noopener">