MJ Shiao of the American Clean Power Association discusses macro supply chain concentration risks in the solar sector.
0:00 / 0:17exact quote · 17.8s
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“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.”
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More from MJ Shiao
PredictionNot checkable as stated
Shiao: U.S. competitiveness with China will stay a priority under either administration
“It's very clear that competitiveness with China is a bipartisan issue in this country.
it is going to remain a priority for either administration in the new year after the election”
MJ ShiaoJun 13, 2024▶ 19:21Why ditching aluminum is key to securing the US solar supply chain
AssertionNot checkable as stated
Shiao: Top solar tracker makers planned US reshoring before the IRA
“If you talk to some of the leading tracker players, they had these plans to onshore more, ah, manufacturing here before something like, you know, the Inflation Reduction Act was even passed, just for all the reasons that Greg just talked about, carbon, logisti…”
MJ ShiaoJun 13, 2024▶ 35:38Why ditching aluminum is key to securing the US solar supply chain
AssertionSupported
Shiao: 85 new or expanded US solar manufacturing facilities have been announced
“You know, just for solar alone, we've seen 85 new or expanded solar manufacturing facilities being announced in the U.S. That's over 28,000 jobs, that's you know, tens of billions of dollars of investment in local communities”
MJ ShiaoJun 13, 2024▶ 6:54Why ditching aluminum is key to securing the US solar supply chain
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