The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Shugar: Texas hailstorm destroyed non-Nextracker solar project, costing over $70 million
“He had just had a major hail event happen on one of his projects in Texas. It was on a, not a NexTracker system, but a different system. But the upshot was they had to replace all the solar panels on the entire project. It cost over seventy million dollars.”
Shugar: Nextracker hail stow documentation reduced some customer insurance costs
“There are some cases where we're aware that customers were able to reduce their insurance costs by really good documentation on this stuff.”
Shugar: Nextracker uses an Apple-like outsourced manufacturing model
“We have a similar approach as some other technology companies like Apple. We really focus on where we can design and product position, strategy, customers, and so forth, rather than trying to run a world-class, you know, manufacturing facility, which is its ow…”
Shugar: Nextracker has over 20 US manufacturers shipping finished goods
“Today, we have over 20 major manufacturers in the U.S. Shipping finished goods”
Shugar: Nextracker sources from three of four top US steel mills
“We're sourcing from three of the top four steel mills in the United States that have multiple manufacturing locations.”
Nextracker co-located manufacturing with JM Steel at Steel Dynamics' Texas mill
“For example two years ago, we announced a major manufacturing facility with our partner, JM Steel, physically on the campus of the newest steel mill in the United States, which is in Sinton, Texas. It's actually operated by Steel Dynamics. It's a three million…”