“Sold out”: a win-win for SMA Solar and SolarEdge?

Complex situation in the solar field. On the one hand, the development is very high and the prospects are sunny, but on the other hand, the chip shortage has not been solved yet. Also, there are always new subsidies, which should further increase the demand for fuel.

The city administration of Cologne has now also announced that it will provide more support for photovoltaics. The subsidy is to be increased from EUR 150 to EUR 250 per kilowatt of peak (kWp) output.

BMW storage is booming

SolarWatt’s Felix Breuer told a recent AKTIONÄR hot stock report that some products are already sold out by the end of the year, such as the battery storage system that was built with BMW. Exciting: “SMA Solar increased prices in the new year and customers accepted it without any major complaints.”

Solar even on peat soil

Also the new government is planning a big hit. The Departments of Economics and Climate Protection, Environment and Agriculture have agreed that the expansion of photovoltaics will lead to more intensive use of agricultural areas and marshlands used for agriculture. Federal Economics Minister Robert Habeck: “We expect an additional 200 GW of PV capacity to be installed on agricultural land; today we have about 60 GW.”

Federal Agriculture Minister Cem zdemir sees a “win-win for climate, nature and our agriculture”.

There is also no shortage of bureaucracy: municipalities will be authorized to specify to system operators that nature conservation requirements should be observed in individual cases on PV open spaces.

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You can see more about Solaredge, Gold and K+S in the new AKTIONÄR TVs:

Solaredge, K+S, Gold, Bitcoin and Tesla are under review

Solaredge and SMA . voltage on

Now things are starting to get exciting for Depot 2030 Stock SolarEdge, which reports its numbers on February 15th. In addition, an approach to the New Year can be expected at SMA Solar in a few weeks.

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You can read the background of Enphase (+2,000 percent since first recommendation in 2019), SMA Solar and Solarede in the Hot Stocks report published on Friday. please activate hereAnd get all transactions and details instantly by email and SMS.

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