Report Company Directory
- Solar and the Senate Bill… Round 3 by BNP Paribas
- The Datacenter PPA Puzzle: Deal Type Matrix & IPP Assets by BNP Paribas
- A Complete Solar 180 - House Rules Committee Scrambles Budget Bill by BNP Paribas
- Draft Budget Bill = Beginning of the End to IRA Concerns by BNP Paribas
- Tariff vs. IRA Repeal Scenarios - Utility Solar LCOE 2019 thru 2030 by BNP Paribas
- ENPH 1Q & Tariffs / Margins, GEV 1Q Print & Turbine Pricing by BNP Paribas
- Tariff & Recession Risk Discussion Points by BNP Paribas
- More on IRA fate, GEV as a Solar Hedge, Gas Turbine Alternatives, PJM’s Colocation Response, Baseload Possibilities in PJM by BNP Paribas
- AI Selloff, IRA’s Future, Investors Afraid of Pure Play Risks, NOVA Implications to RUN & ENPH by BNP Paribas
- RUN / AMRC / ARRY 4Q Prints, AI-Power Trade, GEV / NRG, FSLR Valuation by BNP Paribas
- PJM FERC Co-Location & Capacity Auction, Fermi, Ford BESS by BNP Paribas
- PJM Auction to Clear at the Cap (Again, & the Foreseeable Future?) by BNP Paribas
- 3Q Model Sweep: SEDG, SMR, RUN, XIFR by BNP Paribas
- The Best Solar Strategy to SKU More Tax Credits by BNP Paribas
- AI Power Primer - 60+ Utilities, S&D by State, Gas vs. Other by BNP Paribas
- IPPs vs. BTM Islands, New Gas Builds, NEE Nuclear Restart, STEM 3Q25, FSLR Preview by BNP Paribas
- SMR, FLNC, AMRC Downgrades, Fed Permit Solar Cancellation, Doosan Risk, NXT & GEV 3Q Print + Investor Day by BNP Paribas
- US Solar read across from APAC New Energy Initiation by BNP Paribas
- SHLS Recombiner, Comanche Peak Feedback, VST Permian Peakers, Germany Gas-Power by BNP Paribas
- Vital Signs: Actionable charts by Vermilion Research