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Solar panel manufacturing

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 22, 2022 by Dr. Daniel Yergin · across every show →

Everything said about Solar panel manufacturing, oldest first

Sep 22, 2022 neutral
Assertion Supported
Yergin: Net-zero supply chains flow through China via solar and battery dominance
“So many of them flow through China because of its dominance of solar panel manufacturing, its dominance of lithium ion batteries, etc.,”
Dr. Daniel Yergin Sep 22, 2022 ▶ 27:48 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Mar 19, 2026 positive
Opinion
Moskowitz: Chinese solar manufacturing yields cheap, durable, and high-quality products
“Solar panel manufacturing, especially to the extent that it's clustered in China, is, you know, these products are incredible. They last for a long time, they're cheap, they're, they are we continue to have them get better, but they're really, really incredibl…”
Scott Moskowitz Mar 19, 2026 ▶ 37:56 Scaling America's domestic solar supply chain
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