First Solar

“First Solar was, is just over the moon about this. Right. This is like the biggest boon for them that you could possibly imagine, because they're already manufacturing here, and they can scale up relatively quickly, and so that's exactly what they're going to …”

“First Solar, obviously, as a U.S.-based company, is the one that Sort of licking its lips here, looking at these benefits because they are integrated. You know, they obviously have overseas production too, but they've got a lot, you know, a lot on U.S. Soil, y…”

“In 20 21st solar's quarterly order book was about 10 gigawatts. And its most recently quarterly order book was 80 Gigawatts.”

“In fact, there is only one Western thin film solar manufacturer still today, and very few Western-based solar manufacturers, period. And so the only one that has made it through that gauntlet for this long is First Solar”

“North America, read mostly the United States, is almost 80% of the new potential booking opportunities. That First Solar sees, not just of its book, but of what it sees happening in the future.”

“The high end of the market Is 94 to 96 cents, and we've seen some very large transactions like the first solar Fiserv deal that priced at 96 cents on 45 X credits, and as far as I know, that is the high watermark in the market or around 96 cents.”