Caelux: A Leading Perovskite Innovator in Solar PV In this SunCast/SolarAcademy solar conversation, solar industry veterans Jon Bonanno & Kerim Baran talk to Scott Graybeal, CEO of Caelux, about the amazing innovation that Caelux’s perovskite technology is bringing to the solar PV panel manufacturers and its multiplier effect not only in energy production but also on the return on capital of solar assets. Jon, Kerim & Scott talk about:
- How REC-backed Caelux applies its perovskite technology onto the glass which goes onto solar panels, and as a result, increases each module’s production efficiency by approximately 20-30% (from 23% yield to closer to 29% yield).
- Details about Caelux’s unique technology and value proposition, as well as their global marketing and manufacturing strategy.
- How Caelux is different from its competitors.
You can find this same Solar Conversation broken into chapters and fully transcribed below.
An anecdote from the early 2010s about the state of the Chinese solar market (3:08)
Why Bill Gates is wrong about the solar market with his assumption of Moore’s law not applying to Solar (2:10)
How Caelux is creating value for solar panel manufacturers in the US, China, and the rest of the world (3:06)
Caelux’s proprietary process, business model, and its approach to perovskite applications (1:51)
The math of Caelux’s technology, its value-add for customers, solar assets, and developers (12:49)
How much incremental efficiency and cost reduction can Caelux’s perovskite technology help drive via its global operations (18:38)
Caelux’s growth roadmap, unit economics, and impact on solar manufacturing jobs in the US and beyond (14:15)
Near-term solar PV module manufacturing potential in the US (5:32)
How is Caelux different from its competitors (4:11)