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Origami Solar

4 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Jun 13, 2024 by Greg Patterson · said 9 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by Stephen Lacey (5), MJ Shiao (3), Greg Patterson (1)

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002.51522024episodesmentions per episode
2024 9 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Origami Solar, 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
Jun 13, 2024 positive
Assertion Not checkable as stated
Patterson: Tracker Makers Concluded Steel Frame Weight Gain Is Immaterial
“We've talked to virtually every major tracker company, and the increase in weight is basically the conclusion that's immaterial. There's more project and site-related variables than the weight gain that has to be addressed.”
Greg Patterson Jun 13, 2024 ▶ 28:42 Why ditching aluminum is key to securing the US solar supply chain
Jun 13, 2024 positive
Disclosure
Patterson: Origami Solar does not need tariffs to build a business case
“Origami doesn't need the tariffs to build a business case.”
Greg Patterson Jun 13, 2024 ▶ 24:12 Why ditching aluminum is key to securing the US solar supply chain
Jun 13, 2024 bullish
Assertion Supported
Patterson: Steel Frames Avoid 180,000 Metric Tons Carbon Per Gigawatt
“And if you scale that to gigawatt scale, I think it's like a 180,000 metric tons of carbon avoided per gigawatt.”
Greg Patterson Jun 13, 2024 ▶ 14:06 Why ditching aluminum is key to securing the US solar supply chain
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