Solar Projects

topic on 3 shows · 5 statements across 5 episodes

Capital Allocators Catalyst the Green Blueprint

5 statements about Solar Projects, every show

CATALYST Assertion Supported
Hershman: 85% of solar labor is mechanical, not skilled electrical
“If you think about a solar project, You know, probably 85 to 90% of that is really, you know, labor and mechanical labor, right? You are, we're putting posts in the ground, we're bolting together racking systems, and we're installing modules. And then, you kno…”
George Hershman Apr 30, 2026 ▶ 12:04 How AI is modernizing EPCs
CATALYST Assertion Supported
Lubbershane: Vegetation management is a top O&M expense for utility-scale solar
“Vegetation management, which actually is a significant expense. One of the larger operation operations and maintenance expenses on large solar projects.”
Andy Lubershane Mar 20, 2025 ▶ 33:55 The coming robotics wave
CATALYST Prediction Not checkable as stated
Kann: Solar power prices may stay steady or rise over next few years
“Though the long-term trajectory for solar is probably still going to be cost declines it's possible for the next couple of years, at least, we will see steady to increasing Prices for solar projects or for electricity from solar”
Shayle Kann May 12, 2022 ▶ 6:09 Shayle’s “ask me anything” episode
GREEN BLUEPRINT Assertion Supported
Lacey: 90% of US Solar Jobs Are Tied to Project Construction
“So the threat of tariffs that will make equipment more expensive and difficult to get, that is not going over well for the U.S. Solar industry, where 90% of jobs are tied to building solar projects.”
Stephen Lacey Apr 27, 2022 ▶ 14:02 How one company could crush the US solar industry
CAPITAL ALLOCATORS Assertion Supported
Commoditized solar projects yield 7% unlevered returns, missing Vision Ridge's hurdle
“It's wonderful for the world that solar projects can yield or get capitalized at a seven percent on levered return, but that also means the returns are too low for us.”
Reuben Munger Jul 6, 2020 ▶ 18:00 Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)

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