solar cells
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 10, 2024 by Andrew Beebe · across every show →
Everything said about solar cells, oldest first
Jun 10, 2024 positive
Beebe: Solar Scaled Through Brute-Force Supply Chains, Not Novel Tech
“And one of the key catalysts that I hadn't really understood was the ability to use non-semiconductor grade silicon, you know, not the purest type of silicon to make solar cells. So instead of radical innovation, you know people like Nanosolar and even Solyndr…”
Jun 13, 2024 bullish
Patterson: Module frames and glass are largest domestic content components after cells
“Well, it's material. The only thing bigger like I say, let's say we're a tie with a glass. The only thing bigger is the solar cells. And so, if you look at what is the easiest low-hanging fruit to drive a material increase it's the frame.”