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solar module prices

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Dec 1, 2022 by Shayle Kann · across every show →

Everything said about solar module prices, oldest first

Dec 1, 2022 bullish
Assertion Supported
Kann: Full solar systems now cost 10% of 2000s module-only prices
“This was starting in the late 2000 when solar module prices, modules, mind you, not systems, were in the five dollar a watt range. And today, of course, you could build entire systems for maybe 10% of that.”
Shayle Kann Dec 1, 2022 ▶ 3:03 Unpopular solar opinions, 2022 edition
Feb 8, 2024 positive
Assertion Supported
Bullard: Solar module prices fell from $1.09 to 12 cents per watt
“But at the same time, the module price has gone from a dollar and nine cents to 12 cents.”
Nat Bullard Feb 8, 2024 ▶ 10:54 2024 trends: batteries, transferable tax credits, and the cost of capital
Feb 8, 2024 bearish
Assertion Supported
Kann: US solar PPA prices rose despite falling module prices
“There is a rational way to reconcile the fact that on one hand, solar module prices have continued to decline, while on the other hand, at least in the United States, the cost of solar PPAs has increased during that same period, right?”
Shayle Kann Feb 8, 2024 ▶ 12:58 2024 trends: batteries, transferable tax credits, and the cost of capital
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