U.S. solar manufacturing
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 22, 2023 by Ethan Zindler · across every show →
Everything said about U.S. solar manufacturing, oldest first
Jun 22, 2023 neutral
Zindler: Most new U.S. solar manufacturing announcements are lower-value module assembly
“Most of it so far has been module assembly, and module assembly is the last step, and it's sort of, quote unquote, lowest value in terms of the you know, the value towards the whole, in terms of the whole process and the labor involved.”