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
Assertion Supported
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.”
Ethan Zindler Jun 22, 2023 ▶ 14:23 Building out a U.S. solar supply chain
Mar 19, 2026 bullish
Assertion Not checkable as stated
Moskowitz: US solar at 30 cents per watt remains cheapest to deploy
“The reality is, is, again, even at 30 cents a watt, and if we're made in the U.S., we are still the cheapest and fastest thing to deploy in pretty much every scenario.”
Scott Moskowitz Mar 19, 2026 ▶ 30:22 Scaling America's domestic solar supply chain
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