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PV modules

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 15, 2025 by Jamie Daggett · across every show →

Everything said about PV modules, oldest first

Oct 15, 2025 neutral
Assertion Supported
Solar PV makers offer 30-year warranties despite lacking 30-year histories
“So PV modules, for example, have all standardized on 25 or thirty-year warranties. But most all of those companies have not been around for 25 or 30 years.”
Jamie Daggett Oct 15, 2025 ▶ 5:03 How insurance can narrow the valley of death [partner content]
Oct 15, 2025 neutral
Assertion Not checkable as stated
Mature PV solar technologies now compete primarily on price and compressed margins
“PV modules have matured, you know, polycrystalline technologies are mature. There's lots of companies and, you know, we insure many of those companies but they're not trying to cross the valley of death. They're competing on price, driving down their margins.”
Jamie Daggett Oct 15, 2025 ▶ 7:36 How insurance can narrow the valley of death [partner content]
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