I’m an odd one, but all these solar module and cell makers doing IPOs right now will be in deep trouble 2-3yrs down the line 🙏🙏
Why? Cuz, their biggest customers will no longer be buying from them. That will leave a market with just small players
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Anonymous 2
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Interesting take, but don’t forget standalone manufacturers still have the option to tap into growing international markets. Not every country can afford vertical integration like India
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I’m an odd one, but all these solar module and cell makers doing IPOs right now will be in deep trouble 2-3yrs down the line 🙏🙏
Why? Cuz, their biggest customers will no longer be buying from them. That will leave a market with just small players
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