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solar module manufacturing

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 9, 2024 by Michelle Davis · across every show →

Everything said about solar module manufacturing, oldest first

Jan 9, 2024 neutral
Assertion Supported
Davis: China holds over 80% of solar module component manufacturing capacity
“China has over 80% of the manufacturing capacity for every component, important component, in a solar module.”
Michelle Davis Jan 9, 2024 ▶ 11:51 The terawatt era of PV: ‘Solar will be the gas of today’
Jan 9, 2024 neutral
Prediction Held up
Davis: Only 50 GW of 120 GW announced US capacity will materialize
“Again, like I said, we don't anticipate all of that. 120 gigawatts of module manufacturing is going to get built. We expect it'll be more like, you know, 50 or so over the next you know, four or five years.”
Michelle Davis Jan 9, 2024 ▶ 17:23 The terawatt era of PV: ‘Solar will be the gas of today’
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