It is the technology update from last (2017) first-solar analyst day. Page 4. Key part for the duck curve discussion is that there is a big duck curve on a low

It is the technology update from last (2017) first-solar analyst day. Page 4. Key part for the duck curve discussion is that there is a big duck curve on a low load day in May but no such duck curve on a high load day in August. Then they talk about how their solar is starting to be dispatchable (market wise) by curtailing production. I.e. if they commit to sell 80% of their production then 20% of it becomes available as dispatch able power. That only makes sense if the solar power is cheap enough. Which it is does in some situations in some markets.