Nextracker
company on 2 shows · 11 statements across 3 episodes · said 57 times in 6 episodes since 2023
the Green Blueprint 41 
Catalyst 16
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the Green Blueprint 41Catalyst 16
2026 1 mention in 1 episode
2025 30 mentions in 1 episode
2024 15 mentions in 3 episodes 5 per episode
2023 11 mentions in 1 episode
every mention on every show, scene by scene, with the transcript →
11 statements about Nextracker, every show
Shugar: Texas hailstorm destroyed non-Nextracker solar project, costing over $70 million
“He had just had a major hail event happen on one of his projects in Texas. It was on a, not a NexTracker system, but a different system. But the upshot was they had to replace all the solar panels on the entire project. It cost over seventy million dollars.”
Shugar: Nextracker uses an Apple-like outsourced manufacturing model
“We have a similar approach as some other technology companies like Apple. We really focus on where we can design and product position, strategy, customers, and so forth, rather than trying to run a world-class, you know, manufacturing facility, which is its ow…”
Nextracker co-located manufacturing with JM Steel at Steel Dynamics' Texas mill
“For example two years ago, we announced a major manufacturing facility with our partner, JM Steel, physically on the campus of the newest steel mill in the United States, which is in Sinton, Texas. It's actually operated by Steel Dynamics. It's a three million…”
Shugar: COVID-19 doubled steel costs and tripled shipping costs within months
“We saw in about one to two quarters, steel roughly doubled, and logistics costs tripled in some corridors, shipping from point A to point B, in like four to six months.”
Shugar: Nextracker has over 20 US manufacturers shipping finished goods
“Today, we have over 20 major manufacturers in the U.S. Shipping finished goods”
Shugar: Nextracker sources from three of four top US steel mills
“We're sourcing from three of the top four steel mills in the United States that have multiple manufacturing locations.”
Shugar: Nextracker hail stow documentation reduced some customer insurance costs
“There are some cases where we're aware that customers were able to reduce their insurance costs by really good documentation on this stuff.”
Shugar: Nextracker IPO'd after a 5-to-6-month market freeze
“When we went to go public, the market had been pretty much closed for five or six months. I don't think there was a single IPO, or certainly not a big one.”
Over 100 new cleantech factory announcements have occurred nationwide
“We're seeing that not only at NextTracker, but throughout the solar and cleantech industries with over a hundred factory announcements that are happening, and we're seeing a ramp up Throughout the value chain.”