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SMP 117: European Commercial Solar Discussion with the Pioneer of PPA Financing in Europe

Solar Maverick Podcast

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The Trends in the Solar Industry

A trend that's become very apparent over the last year is let's call it the own shoring of manufacturing and solar. We've had this decade or two decades of off shoring in Europe at least off shoring of solar where solar just came out of China. People are trying to do floating PV or like agriculturally integrated PV and putting PV on a landfill with some very particular racking. I think people are just in a good way to stretching the use cases for normal flood panels which is logical. As we assume that the LCE just keeps dropping despite some short-term bumps in the road just assume LCE keeps dropping and demand is high.

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