The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 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
Hershman: 85% of solar labor is mechanical, not skilled electrical
“If you think about a solar project,
You know, probably 85 to 90% of that is really, you know, labor and mechanical labor, right?
You are, we're putting posts in the ground, we're bolting together racking systems, and we're installing modules.
And then, you kno…”
Hershman: Solar installation is closer to manufacturing than traditional construction
“I think we look at our business much more akin to manufacturing than we look at it as construction, right?
You think about, we are, we're trying to do this, a, the same activity a million times, and how do we do that just
Slightly more efficient.”
Hershman: Truck logistics, not labor, is solar construction's primary bottleneck
“The amount of trucks that we have to move becomes the gating activity, not the amount of people, right?”
Hershman: Human labor is still faster than construction robotics
“On a one-for-one basis, you know, I can still use human capital and labor, right? To produce faster than robotics that are out there in the market?”
Hershman: Just-in-time delivery fails on utility-scale solar projects
“There is no just-in-time delivery on these projects. If you do just-in-time delivery, like, that was the whole mantra of our, the commercial, my commercial life when I was building commercial construction, is that you are on small constrained sites, and you wo…”
SOLV Energy manages over 20 GW of US projects
“We manage Over 20 gigawatts of projects across the country.”
Hershman: SOLV Energy solar projects now average over 300 megawatts
“Now those projects are, you know, averaging over 300 megawatts and up to a gigawatt in scale.”
Hershman: SOLV Energy tests automation or robotics on every project site
“So we're looking at every robotic you know, system that's out there.
We're doing, we're,
We're doing testing on, you know, every one of our sites has some form of automation or robotics that we're trying to implement because we're looking at how do we optimize…”
Hershman: SOLV Energy uses AI simulations to optimize site logistics
“All those things we're looking at and using AI to run those type of simulations so that we don't have to build it and then determine that we would have done it differently. We can run, we can put plans in, we can put in mobilization plans and do a lot of simul…”