The Bullish Case: Canadian Solar has a well established international clientele with operations in over 20 different countries across six different continents. With an emphasis in Europe and in Asia, where governments are aggressively pursuing carbon neutral status within the next couple of decades, there will be plenty of demand for renewable energy infrastructure such as solar parks and wind farms. Canadian Solar is actually spinning off its China operations to a separate entity called CSI Solar, which will trade on the Shanghai Stock Exchange. This is a clear indication that China is one of its main partners and with a board of directors that is mainly Chinese Canadians, this relationship should continue to thrive as China chases its goal of zero carbon emissions. But don’t forget about Europe either. Canadian Solar just recently announced a partnership with U.K. company Habitat Energy, which is a power trading and asset optimization firm that utilizes machine learning and artificial intelligence to optimize renewable energy output. The partnership allows Canadian Solar to optimize the storage of solar energy in battery technology, and increase revenues by leveraging its global network of utility projects.