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
Oct 20, 2022 neutral
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 …”
Jun 22, 2023 positive
May 23, 2024 neutral
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.”
Jan 23, 2025 neutral
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 …”
Mar 19, 2026 positive
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…”
Jun 18, 2026 neutral
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…”