First Solar, every mention
6 scenes (2024) · ← back to First Solar
tap a year for its mentions
every year 2024 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
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