Wood Mackenzie

“Over the last five years, grid-scale storage has grown by almost 1800%, according to Wood Mackenzie, and battery electric vehicle sales are booming, with 55% growth in twenty-twenty-two.”

“So in 2024, overall, we're forecasting that the U.S. Market is going to grow 10%.”

“The primary drivers of utility scale solar procurement, at least, are corporate buyers signing contracts and voluntary procurement on the part of utilities. That's where the majority of utility scale solar, or how the majority of utility scale solar is procure…”

“According to our outlooks, by twenty-fifty, 40% of the generating capacity, just like electricity generating capacity in, in the U.S. Will be solar.”

“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.”