With three years of financial and business data available, we can start to analyse a number of possible trends, one of these is the changing landscape surrounding Sunnova's supplier base for PV modules, inverters and energy storage.
‘Solar Module Super League’ (SMSL) member Trina Solar is to establish a 10GW large-area, high-efficiency PV module assembly plant at the Yancheng Economic and Technological Development Zone, north of Shanghai.
‘Solar Module Super League’ (SMSL) member Trina Solar has signed a long-term PV module supply deal with US energy major NextEra Energy totalling 4GW, thought to be the largest order of its kind outside of China.
‘Solar Module Super League’ (SMSL) member Trina Solar has signed an agreement with the Yancheng Economic Development Zone. Jiangsu Province, China to build an 8.5GW advanced solar cell plant at a cost of approximately RMB 3.0 billion (US$460 million).
China-based polysilicon producer, Daqo New Energy Corp has secured near-term polysilicon supply deals with SMSL (Solar Module Super League) member, JA Solar and an unidentified existing customer that means it is sold out until a new polysilicon plant is built and operational sometime in 2022.