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US market

also referred to as: u.s. market

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

Everything said about US market, oldest first

Jun 22, 2023 neutral
Assertion Partly supported
Zindler: US accounts for about 10% of global solar demand
“The U.S. Market, as a scale of the total market, Is about 10%. So about 35 gigawatts of demand, roughly, and by our best estimate, best guesstimate this year, about 350 gigawatts of build, which is pretty remarkable if you think about it.”
Ethan Zindler Jun 22, 2023 ▶ 25:06 Building out a U.S. solar supply chain
Feb 1, 2024 neutral
Prediction Not checkable as stated
Cantor: If legacy OEMs lag by 2026, US attracts Chinese EV makers
“I think if other automakers don't get it together by 26, it becomes very attractive to move in here.”
Corey Cantor Feb 1, 2024 ▶ 29:04 What’s really happening in the U.S. EV market?
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