crystalline silicon module makers

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 13, 2024 by Greg Patterson · across every show →

Everything said about crystalline silicon module makers, oldest first

Jun 13, 2024 bearish
Assertion Partly supported
Patterson: 98% of solar module aluminum frame supply comes from Asia
“In our three years of actively engaging the market, we found just one crystal and silicon module maker that wasn't dependent on Asian-based aluminum frames. So it is 98% of the supply is coming out of Asia. Most of it's China.”
Greg Patterson Jun 13, 2024 ▶ 24:47 Why ditching aluminum is key to securing the US solar supply chain
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