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Solar Module Manufacturing

topic on 1 show · 2 statements across 1 episodes

the Green Blueprint

2 statements about Solar Module Manufacturing, every show

GREEN BLUEPRINT Prediction Held up
Davis: Only 50 GW of 120 GW announced US capacity will materialize
“Again, like I said, we don't anticipate all of that. 120 gigawatts of module manufacturing is going to get built. We expect it'll be more like, you know, 50 or so over the next you know, four or five years.”
Michelle Davis Jan 9, 2024 ▶ 17:23 The terawatt era of PV: ‘Solar will be the gas of today’
GREEN BLUEPRINT Assertion Supported
Davis: China holds over 80% of solar module component manufacturing capacity
“China has over 80% of the manufacturing capacity for every component, important component, in a solar module.”
Michelle Davis Jan 9, 2024 ▶ 11:51 The terawatt era of PV: ‘Solar will be the gas of today’

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