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silicon manufacturing

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 22, 2023 by Ethan Zindler · across every show →

Everything said about silicon manufacturing, oldest first

Jun 22, 2023 neutral
Disclosure
Zindler: BNEF projects massive solar oversupply with 600 GW silicon capacity
“Our middle range forecast for global installations this year is about 350 gigawatts. There's roughly our best estimate about, I think, about 600, the equivalent of 600 gigawatts worth of silicon manufacturing”
Ethan Zindler Jun 22, 2023 ▶ 35:56 Building out a U.S. solar supply chain
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