solar manufacturing

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 27, 2022 by Eric Wesoff · across every show →

Everything said about solar manufacturing, oldest first

Apr 27, 2022 bearish
Opinion
Westhoff: US Is No More Suited to Solar Manufacturing Than iPhones
“However, I have to say that the United States is no more suitable to solar manufacturing than it is to iPhone manufacturing.”
Eric Wesoff Apr 27, 2022 ▶ 10:19 How one company could crush the US solar industry
Jan 9, 2024 neutral
Prediction Not checkable as stated
Davis: China will maintain solar manufacturing dominance despite global factory buildouts
“Even if all the different announcements, whether in China or in the rest of the world, come to fruition, the share that China makes up isn't really going to change that much. Like, maybe a couple percentage points as other Countries around the globe build out …”
Michelle Davis Jan 9, 2024 ▶ 12:00 The terawatt era of PV: ‘Solar will be the gas of today’
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