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solar modules

5 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Jan 13, 2022 by Julian Spector · across every show →

Everything said about solar modules, oldest first

Jan 13, 2022 neutral
Assertion Supported
Spector: AES filed force majeure claims over delayed solar modules
“We've even been seeing some developers like AES the same AES, in fact, is building some new renewables projects, but filed some force majeure claims recently that their solar modules were getting caught up by, Some federal, ah, inspections and that was delayin…”
Julian Spector Jan 13, 2022 ▶ 13:27 The risk of ‘unforced error’ in Hawaii’s coal transition
Apr 27, 2022 negative
Assertion Supported
Westhoff: Tariffs Give the US the World's Highest Solar Module Costs
“In fact, the United States has the highest cost solar modules in the world because we are taxing ourselves with tariffs.”
Eric Wesoff Apr 27, 2022 ▶ 9:34 How one company could crush the US solar industry
Jun 13, 2024
Assertion Not checkable as stated
Patterson: Solar module size grew over 40% while structural materials shrank
“The reality is the size of modules have increased over 40%. At the same time, there's been cost down efforts on both glass and frames to reduce the material And thus, the structural capabilities.”
Greg Patterson Jun 13, 2024 ▶ 9:15 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
Jun 3, 2026 neutral
Assertion Supported
Paruri: Solar modules now represent only 20% of installation costs
“Modules are now, over the last 10 years, they've come down so much in cost that they're only 20% of the cost of a solar installation, right?”
Saritha Paruri Jun 3, 2026 ▶ 37:00 The perovskite bet that could transform solar
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