The "inevitable" oil correction. Don't you read? It'll all just speculation. $60 oil here we come...
I'd say oil will probably top around $150-160 this year and then probably pull back to $100-120 range and consolidate. As such select solars may be decent here, but don't follow it as much as I should.
Are margins getting squeezed because of certain components going up? I know that was ESLR's problem for a bit.
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