Toledo Solar founder Aaron Bates on the 'untruths' of American solar manufacturing


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This episode of Factor This! is sponsored by Heila Technologies, a Kohler company.
Episode 31 of the Factor This! podcast features Aaron Bates, the CEO and founder of Toledo Solar, a manufacturer of cadmium telluride thin-film solar modules.
Bates cares deeply about who is making solar modules and, just as importantly, where. And he has strong opinions about the direction the solar industry is heading.
In response to the Inflation Reduction Act, Toledo Solar is scaling its production capacity to 2.3 gigawatts by 2027. It's bringing the technology that made First Solar a household name to the commercial and residential sectors, and doing it right down the street from First Solar's factory in Ohio.
Bates discusses Toledo Solar and its ties to Ohio's rich history of manufacturing, silicon vs. CadTe modules, tariffs, and what he calls the "untruths" behind Made in America solar.
About the sponsor:
This episode of Factor This is sponsored by Heila Technologies, a Kohler Company.
Heila is changing the way complex microgrids are managed and operated with its EDGE control and optimization platform, which makes each asset in a system smarter while making the whole microgrid more efficient and resilient.
The EDGE helps EPCs and developers simplify microgrid deployment through a flexible approach that ensures systems operate reliably while unlocking new revenue streams.

Heila is a proud sponsor of the 2023 GridTech Connect Forum. Register now at to learn more about Heila and the EDGE platform.
Factor This! is produced by Renewable Energy World and Clarion Energy. Connect with John Engel, the host of Factor This!, on LinkedIn and Twitter.
The GridTECH Connect Forum is coming to Newport, Rhode Island October 23rd through the 25th.
Click the link in the description to save the date for this unique event that's bringing together developers, utilities, and regulators to take on the critical issue of interconnection in the Northeast.
We'll be sharing more details on the agenda and speakers soon. Check out Grid TECH Connect dot com to learn more.

43 episodes