Germany, every mention

16 scenes (2026) · ← back to Germany

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Germany comes up

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▶ 0:20 Shayle Kann This year, it's tracking somewhere around twelve million, more than Japan or Germany ever shipped at their peaks.
▶ 16:18 Michael Dunne And the Germans are not alone.
▶ 20:32 Michael Dunne Not only inside China, but we're seeing the Chinese autonomous vehicle makers move into the Middle East, and in the U.K. and Germany now, moving quicker to market than their U.S. counterparts, and this is where we're at risk.

▶ 32:46 Nick Fulgham But for a country like Germany, Spain, some provinces in China that have high solar capacity and high solar penetration, California, quite a few systems, Australia is also one,

▶ 5:37 Shayle Kann So when I started with looking at solar way back in the day, a couple few years before you did, it was Germany, right? 2 times in the scene
▶ 8:44 Scott Moskowitz Valker mostly gets their semi-grade, or solar-grade polysilicon from Germany. 2 times in the scene

▶ 14:04 Carlos Araque Like cola in Russia, uh, the KTB in Germany, they're, they're cold.

▶ 3:00 Shayle Kann It's a broader category that includes things like balcony solar, which is really popular in Germany.
▶ 7:41 Shayle Kann Okay, so there, there's some stuff that's, like, not so relevant in the U.S. currently, but, like, balcony solar, this thing that is pretty big in Germany, not so much here, you know,
▶ 14:07 James McGinnis That's what we saw, sort of, why it got adopted so quickly in Germany.
▶ 21:08 James McGinnis And for, for them, it's extremely economical, and really is, that's just opening up a TAM that no one's really, I know people do multifamily installs, but, like, the idea of just a tenant buying one of these and having access now is, is… 3 times in the scene
▶ 25:59 James McGinnis It is about affordability, and if we can learn from Germany, the more that we see bills go up in the U.S., regardless of what the rules out there are, people are gonna go on Amazon, they're gonna start buying the stuff, they're gonna start…
▶ 30:22 James McGinnis Again, if you look to Germany, like, doing a gigawatt in a handful of years in what is a much smaller, you know, country than, than ours, it wouldn't shock me to see tens of gigawatts deployed in the next five to 10 years in the US, um,…
▶ 36:16 Shayle Kann You've made repeatedly the point that it is well appreciated in Germany.

▶ 13:59 Nat Bullard Yeah, you were, congratulations at costing thrice what it costs in Australia or Germany, neither of which are particularly low-cost markets for anything.

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