#3085
Rematog
Participant

Eric,

No, I didn’t assume US would be only producer. But did assume production of significant numbers only in economically advanced countries. By this I mean US, Canada, Europe, Japan, Korea, China. Possibly some other countries such as Australia, Taiwan, India, Brazil, South Africa, etc. would produce some, but not enough to be major exporters. My point is that all the main producers (and the smaller ones as well) would “consume” almost all of the FF modules they produce domestically in the first 5 to 10 years. Only after that would the developing world start to see major deployments.

Rematog