Why First Solar, SunPower YieldCo Is Like Coke And Pepsi Coming Together

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Long-time rivals SunPower Corporation and First Solar, Inc. surged after the two rivals announced that they had formed a YieldCo. Raymond James analyst Pavel Molchanov compared this YieldCo to Duke working with North Carolina or The Coca-Cola Co working with PepsiCo, Inc. “It’s very unusual to have collaboration of this kind between two of the world’s largest solar developers, which have historically...

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