First Solar, every mention
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tap a year for its mentions
every year anyone Shayle Kann 31Ethan Zindler 5Scott Moskowitz 3Shanu Matthew 1Jigar Shah 1Alfred Johnson 1
Verbatim, from the transcripts: the passages where First Solar comes up
Scaling America's domestic solar supply chain
- ▶ 17:58 Scott Moskowitz First Solar's been good at this in Ohio. 2 times in the scene
- ▶ 26:28 Scott Moskowitz So in, you know, companies like Qcells that have made multiple investments in these supply chains, companies like First Solar, which are building basically the same, you know, modular type factory in various parts of the United States, are…
Why climate tech startups get this one thing wrong
- ▶ 32:42 Shayle Kann So by the time all these thin film companies, with the exception of First Solar, basically came to market, they were way out of the money, because crystalline silicon had fallen much, much cheaper.
Unpacking China’s cheap battery costs
- ▶ 40:48 Shayle Kann It's, it's been, that was always the premise in solar, for example, and really first solar proved it to be true and everyone else proved it to be wrong.
Under the hood of data center power demand
- ▶ 2:58 Shayle Kann There are also public market investors right now who are just throwing dollars after dollars at everyone from utilities to independent power producers to First Solar, who's going to supply solar power to companies who are going to build…
Climate tech’s tough year in the public markets
- ▶ 30:00 Shanu Matthew Companies like First Solar, which develop modules.
Frontier Forum: Diving into the booming transferable tax credit market
- ▶ 10:22 Alfred Johnson Is 94 to 96 cents, and, and we've seen some very large transactions like the first solar Fiserv deal that priced at 96 cents on 45 X credits, and, and as far as I know, that is the high watermark in the market or around 96 cents.
More 2024 trends: ESG, carbon certifications, curtailment, and AI
- ▶ 28:39 Shayle Kann Okay, next one is a slide that I like to call First Solar is Killing It. 18 times in the scene
The Volts crossover episode
- ▶ 42:16 Shayle Kann This is the manufacturers like first solar.
How is U.S. industrial policy affecting actual climatetech investment?
- ▶ 30:10 Shayle Kann In solar, first solar has been in Tempe, Arizona forever.
Climate tech startups need strong techno-economic analysis (TEA)
- ▶ 32:16 Shayle Kann All these thin film companies with the exception of first solar basically came to market.
Building out a U.S. solar supply chain
- ▶ 14:36 Ethan Zindler Um, but we're seeing some announcements of stuff that go further up the value chain as well, um, including, um, from Enel, um, and, uh, the other day from First Solar. 5 times in the scene
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 23:58 Shayle Kann Like Hanwha, uh, which is a big Korea based solar manufacturer is setting up like a two and a half billion dollar manufacturing facility in the U S first solar is expanding capacity in the U S you've got companies that are elsewhere in the…
Is the Inflation Reduction Act a win for EVs and batteries?
- ▶ 18:55 Shayle Kann Like first solar was, is just over the moon about this. 4 times in the scene
Hydrogen, meet salt cavern
- ▶ 34:32 Jigar Shah This is not the same as solar, where you've got, like, sort of a domination of crystalline, and then you've got, you know, the cad tell from first solar.
Can 'deeptech' venture capital solve climate change?
- ▶ 11:04 Shayle Kann Then film, apart from First Solar basically, didn't win.
- ▶ 39:47 Shayle Kann Take companies like First Solar, and Vestas, and Tesla, and all these.