solar industry

7 statements across 7 episodes · 2 bullish · 1 bearish · 7 people on the record · first statement Feb 10, 2022 by Luis Olmedo · across every show →

Everything said about solar industry, oldest first

Feb 10, 2022 negative
Assertion Not checkable as stated
Olmedo: Imperial Valley solar boom left hundreds with useless training certificates
“They promised the same thing, and now we ended up is with hundreds of people with certificates that are useless. Certificates for solar that, where there are no jobs.”
Luis Olmedo Feb 10, 2022 ▶ 15:20 The Carbon Copy: The lithium land grab in California
Oct 20, 2022 neutral
Prediction Not checkable as stated
Kann: Electrolyzer winners will be determined by scaling speed, not paper specs
“One of the other lessons from solar was like the best technology on paper did not necessarily win out. What won out at the end of the day was who could get to scale and who could manufacture quickly when the market was ramping. And I think we'll see something …”
Shayle Kann Oct 20, 2022 ▶ 39:41 What’s holding up hydrogen in Europe?
Jun 22, 2023 positive
Opinion
Zindler: The IRA is the most important solar legislation ever passed
“We have the most important piece of legislation ever passed to support the solar industry that is being rolled out and implemented now with a lot of open questions around that.”
Ethan Zindler Jun 22, 2023 ▶ 5:37 Building out a U.S. solar supply chain
May 23, 2024 neutral
Insight
Shah: Net metering's value declines past 5% solar penetration
“I think we've always known that net metering has declining value beyond sort of five percent penetration, and, but when you get to five percent penetration, the solar industry has so much political power that they're able to keep things going.”
Jigar Shah May 23, 2024 ▶ 5:39 Could VPPs save rooftop solar?
Jan 23, 2025 neutral
Assertion Supported
Grunwald: Cultivated meat industry has raised only $3B in cumulative investment
“So far, the entire cultivated meat industry has had about three billion dollars worth of investment in its entire history, and right, the Inflation Reduction Act is, you know, building battery factories in Georgia for that, that are going to be twice that and …”
Mike Grunwald Jan 23, 2025 ▶ 27:32 The climate-ag grab bag
Mar 19, 2026 positive
Opinion
Moskowitz: Inflation Reduction Act made domestic solar reshoring economically feasible
“You know, you had trade policy, which kept the industry alive for a long time. It didn't necessarily allow it to reach the scale that it is now. But, you know, I think there'd been a focus and an effort to reshore, you know, even prior to the Inflation Reducti…”
Scott Moskowitz Mar 19, 2026 ▶ 6:35 Scaling America's domestic solar supply chain
Jun 18, 2026 neutral
Assertion Supported
Lubershane: EVs benefited from early solar investments in power electronics
“Electric vehicles have obviously had, had this tremendous impact on, on batteries, but electric vehicles themselves benefited from early investments from the solar industry in, ah, power electronics, in wide band gap semiconductor materials, which enable highe…”
Andy Lubershane Jun 18, 2026 ▶ 16:06 Enter the electric supercycle
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