Mark R Widmar
CEO of First Solar
3
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Aug 7, 2026
11AM Hour: First Solar CEO on New Tariffs, Columbia Sportswear CEO on Tariff Refund & Wheaton Precious Metals CEO on Earnings 8/7/26
28:16
28:22
29:09

Mark WidmarGUEST
We established here over 25 years ago, American technology, American manufacturing, American supply chain.

Mark WidmarGUEST
We've been fighting these trade battles with predatory, aggressive dumping that we've seen from China, whether directly from China or its other adversarial countries that it's established manufacturing at.
Seema ModyCORRESPONDENT
But how do you respond to critics who say that these tariffs will just boost up the cost and the price overall for solar panels are essentially inflationary?
Moment of Truth Live at Reindustrialize (ft. Mark Widmar)
5:14
5:39
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6:05
6:14
6:19

Nick SolheimHOST
I'm just curious about your ideological evolution on the trade and re-industrialization piece in particular, because it's obvious that you're very passionate about that and about all the great people that you employ, many of whom the chance to meet, visiting some of your facilities, but how did that happen for you? Like, what was your radical last moment?

Mark WidmarGUEST
You know, so I grew up in a town south of Indiana, which is not that far from here, right? And, you know, most people know South Bend because of the University of Northern.

Mark WidmarGUEST
The reality of the South Bend started off as really a great manufacturing company.

Mark WidmarGUEST
There was a lot of industry, you know, in South Bend, going all the way back to plow, right? That eventually then became pseudo-acre wagons and also then became pseudo-acre cars.

Mark WidmarGUEST
And then Bendix came there, right? So aircraft wheels and brakes and we had Dodge and all these really large, really successful industrial companies.

Mark WidmarGUEST
And my grandparents, my aunts and uncles used to tell the stories about the factories.

Mark WidmarGUEST
And they're all gone, right? They're now mostly just shuttered up old facilities and broken windows.
25 MINS LATER
SOTS 2nd Hour: Where Markets Stand, Apple's Earnings Gains, & Is It Finally Time To Touch Software? 5/1/26
24:20
24:30
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Carl QuintanillaHOST
I, I do, I have to imagine that customers are telling you, "We're a believer in this technology long term," even though some policymakers might not be

Mark WidmarGUEST
So, you know, most of our customers will say that, "Look, we need reliable, affordable energy, and we need an all-of-the-above strategy to ensure that that happens, right? To ensure that we can have diversification." The one way I kind of look at it is, um, the military.

Mark WidmarGUEST
The military needs the Navy in order to be successful for the Army, and it's no different that you need different forms of generation to, uh, think through how to best optimize those forms of generation to provide reliable energy at the most affordable cost point.

Mark WidmarGUEST
So, um, and also what we're starting to see now is because some of the constraints with grid connection, you're starting to see more, especially on the hyperscalers thinking through, um, behind-the-meter or, uh, off-grid, uh, generation.

Mark WidmarGUEST
And solar's nimble and flexible that you can do that very easily and co-locate the generation on site generally with batteries and have kind of a hybrid structure where you have grid-connected capacity and you also have off-grid capacity, and solar's a nice, uh, solution in order to do that.
S
26:41speaker_12HOST
Finally, on US manufacturing capacity, growing or, or shrinking?