The Ledger
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why aren't all 3 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: 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: 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…”