The Solar Industry Can Learn Discipline From the Airline Industry, Says Deutsche Bank Analyst

By [email protected] The U.S. solar market nearly doubled last year. From 30,000 feet, it’s a spectacular view.

Along with soaring 95 percent, solar actually became the largest source of new generating capacity in 2016 — beating gas and wind.

Take a look.

But come down closer to earth, and the view changes drastically.

Public companies are watching their valuations tumble, and investors are taking their money elsewhere. With residential companies restructuring and manufacturers under severe pricing pressure, it’s hard to see how the trend will reverse anytime soon.

But if installation volumes are so high in the U.S. and around the world, why are investors so down

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