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Will Some Solar Companies Face a Cash Crunch?

These companies you mentioned could just hold back their capacity expansion, and just sell what they can produce to keep the product price steady, or even to go up if demand increases. Then all the potential cash flow problem as you mentioned will go away. Instead, they are doing the opposite, because they believe by increaing the output, the price will go down towards grid parity, which will in turn drive the demand up tremendously. I think they are doing the smart thing, do you think so?