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.
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Moskowitz: US domestic solar module capacity of 40-50 GW meets total demand
“And, you know, at the moment, we have enough module capacity to supply U.S. Demand. That's, you know, 40 to 50 gigawatts a year, and there's probably even more than that.”
Moskowitz: Nearly all solar panels purchased in the US are domestically assembled
“And, you know, we're at a point now where, you know, if you're a buyer of solar panels in the United States, pretty much every panel you're going to get is at least domestically assembled.”
Moskowitz: Only Qcells and Hemlock Corning produce solar wafers in the US
“At the moment, there's only two companies, Qcells and Hemlock Corning, that are making wafers, are about to start making wafers in the United States.”
Moskowitz: US-made solar remains cost-competitive with other energy sources on LCOE
“Even when a product is made in the United States, and in solar, solar specifically, It is still cost competitive with other forms of technology. You look at Lazard's LCOE models and those cost charts, solar is always going to be right on the bottom, and that i…”
Moskowitz: Clean energy is the only expanding US manufacturing sector
“Manufacturing as a whole has contracted in the United States over the last five years, except for clean energy manufacturing.”
Moskowitz: US solar at 30 cents per watt remains cheapest to deploy
“The reality is, is, again, even at 30 cents a watt, and if we're made in the U.S., we are still the cheapest and fastest thing to deploy in pretty much every scenario.”
Moskowitz: US solar plants compete globally against massive 5-20 gigawatt facilities
“We've had a bunch of, like, a couple hundred megawatt plants here and there, but we're competing on a global basis for five, 10, 20 gigawatt type plants.”
Moskowitz: Post-IRA US clean tech manufacturing investment surged more than fivefold
“Rhodium had reports of, you know, how much investment came out in the two years following the IRA is relative to before it, in this sector in particular, and it was five times easily.”
Moskowitz: China supported 3 million solar jobs while installing twice US capacity
“If you looked at the jobs figures for how much the U.S. Had versus how much China had, It was like, 250,000 jobs in the U.S. And three million in China. So they were installing twice as much, but they had 10 times as many jobs.”