solar modules

also referred to as: solar module

5 statements across 5 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 22, 2023 by Ethan Zindler · across every show →

Everything said about solar modules, oldest first

Jun 22, 2023 neutral
Assertion Supported
Zindler: US has seen roughly 40 GW of solar module announcements
“I think we've seen about 40 gigawatts of module announcements a much smaller percentage of that that's going to be sells.”
Ethan Zindler Jun 22, 2023 ▶ 17:35 Building out a U.S. solar supply chain
Oct 5, 2023
Assertion Supported
Kann: Solar modules represent a minority share of utility-scale project costs
“And in utility scale solar, you know, the module is a minority share of the overall project cost. And so most of the costs now fall into a combination of the balance of systems. And then increasingly, Not the hardware, right? It's labor and interconnection and…”
Shayle Kann Oct 5, 2023 ▶ 22:10 Climate tech startups need strong techno-economic analysis (TEA)
Feb 8, 2024 neutral
Insight
Kann: Solar module costs are less relevant than ever to total project costs
“You know, the thing, one thing that I always point out though, is that it is now true that actually looking at the cost of the solar module is less relevant than it has ever been Historically, in terms of the cost of the solar produced, because, specifically b…”
Shayle Kann Feb 8, 2024 ▶ 11:26 2024 trends: batteries, transferable tax credits, and the cost of capital
Oct 31, 2024 neutral
Assertion Supported
Kann: Solar modules are now a minority of utility-scale project costs
“In utility scale solar, you know, the module is a minority share of the overall project cost. And so most of the costs now fall into a combination of the balance of systems and then increasingly not the hardware, right? It's labor and interconnection and permi…”
Shayle Kann Oct 31, 2024 ▶ 23:07 Why climate tech startups get this one thing wrong
Mar 19, 2026 negative
Assertion Supported
Kann: US solar modules cost roughly three times the global average price
“We pay 30 cents a watt for solar modules in the US or something like that, and the global average price is probably 10 cents a watt.”
Shayle Kann Mar 19, 2026 ▶ 25:57 Scaling America's domestic solar supply chain
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