The Ledger

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why aren't all 1 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure

Zindler: BNEF projects massive solar oversupply with 600 GW silicon capacity

“Our middle range forecast for global installations this year is about 350 gigawatts. There's roughly our best estimate about, I think, about 600, the equivalent of 600 gigawatts worth of silicon manufacturing”

Ethan Zindler Jun 22, 2023 ▶ 35:56 Building out a U.S. solar supply chain

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The Ledger

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