Podcasts Business Rethink Energy Podcast Rethink Energy 176: First Solar warns China giants beneficiaries of IRA manufacturing incentives, SOECs can become most powerful electrolyzer type with lifespan improvements

Rethink Energy 176: First Solar warns China giants beneficiaries of IRA manufacturing incentives, SOECs can become most powerful electrolyzer type with lifespan improvements

Published: March 22, 2024, 10:40 a.m.

In this week's episode the team discusses:

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  • First Solar CEO Mark Widmar's warning that Chinese manufacturers are significant beneficiaries of the Inflation Reduction Act's 45x incentives, effectively making the US itself another location hosting downstream Chinese solar manufacturing.
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  • A startup has demonstrated 10-year lifespan for its SOEC electrolyzers, which are more efficient and cost-effective than ALK and PEM in theory, but have more technical hurdles to address.
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