Earnings And Financial PerformanceThe E-STORAGE business has been executing well and exceeding expectations, which provides a partial margin offset.
Growth And ExpansionCanadian Solar's energy storage business is a growth engine that helps offset weaker solar margins and has taken market share due to strong solar customer relationships.
Investment And CapitalThe Recurrent business benefits from a $500 million equity investment by BlackRock, supporting around 3 GW of solar development.