North America

“The total impact at least according to the analysis we've done on say the steel market is meaningful and especially maybe meaningful in, in some regional contexts, North America being one of them, but it's kind of marginal in terms of sort of global steel prod…”

“We expect over 600 gigawatt hours worth of battery manufacturing to onshore in North America Over the next decade.”

“And I still think there, there's going to be another big jump in activity over the next six months with this guidance.”

“Over the past 15 to 20 years, that curve completely changed, and actually across most of North America, more or less flatlined.”

“I think vehicle to home to provide resiliency in North America is a thing. I was struck by, I mean, I've done some time in the United States, and when I first went out there From the energy perspective, I was fascinated by this thing where people used to go to…”

“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.”

“We're finally starting to see after about 20 years of more or less flat demand in aggregate across North America and most of Europe.”

“I don't see a way that we make it through this first phase of the gauntlet without adding a significant amount of more natural gas fire generation in North America.”

“Now, fast forward a few years, I believe with access to mining and downstream capacity in North America, engineers will still really like various magnets, and buyers also will like various magnets because they have multiple options for sourcing of various magn…”

“Really, like, North America and maybe some small parts of Northern Europe are the only places in the world that, like, have the trees. And Everywhere else, if you did that, you would be driving deforestation that would make the whole thing counterproductive.”

“Yeah, we see a lot of text to text scenarios where that workload can be deployed, you know, in two or three markets throughout North America and service the entire market.”

“And we're now at a point where we are the largest OEM producer of battery cells in North America with these two factories.”

“And it's also moving at a much more rapid pace than either North America or Europe. Which has sort of slowly ticked up over the course of five decades from 10% to a little bit north of 20%. China, meanwhile, has gone since 1970 from, like, three percent to 30%…”

“Well, if our price doesn't do anything, well, that export opportunity pops up, an arbitrage opportunity pops up, and we start losing supply that we can't lose. And so that's why you see our market go with the rest of the world”

“Anhydrous is one that we produce almost all that we already need. So we're not that reliant on imports, and that's where a lot of the new nitrogen production is coming from. It's new anhydrous facilities, and a lot of it's backed by this green energy.”

“We are self-sufficient on potash. From a Canadian standpoint, they are the biggest producer and exporter in the world. We are mostly self-sufficient on phosphate as the spring season has shown. UAN and anhydrous, both nitrogen products, we produce almost all t…”