utility-scale solar
also referred to as: utility scale solar
5 statements across 5 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Oct 5, 2023 by Shayle Kann · across every show →
Everything said about utility-scale solar, oldest first
Oct 5, 2023
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…”
May 23, 2024 bullish
Shah: Warehouse rooftop solar may be cheaper net-net than utility-scale solar
“And so, and when you look at, you know, interconnection cues from utility-scale solar and that kind of stuff, it may actually end up being net-net cheaper to put solar on these four-acre warehouse rooftops than to put it in the middle of a field.”
Oct 31, 2024 neutral
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…”
Jul 10, 2025 bullish
Dumoulin-Smith: Utility-scale solar faces supply deficit from data center demand
“Look, utility scale solar, look, the reality is that market is principally driven by CNI demand, commercial and industrial demand. What is that? Effectively, it amounts to tech companies, data center demand, right? Like, am I really worried substantively that …”