Davis: Only 50 GW of 120 GW announced US capacity will materialize
Michelle Davis · The terawatt era of PV: ‘Solar will be the gas of today’ · Jan 9, 2024 · at 17:23
Michelle Davis of Wood Mackenzie gives a realistic forecast for how many announced US solar module manufacturing facilities will actually be completed.
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“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.”
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