solar supply chain
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 13, 2024 by MJ Shiao · across every show →
Everything said about solar supply chain, oldest first
Jun 13, 2024 bearish
Shiao: Chinese manufacturing dominance over solar components leaves industry vulnerable to shocks
“And the unfortunate reality of today for the solar supply chain is that there are parts, components of the, you know, core solar supply chain that are heavily dominated by manufacturing in, in China, and that makes the industry vulnerable to supply shocks.”