You can read the Environmental Progress article with that title here. In that article Shellenberger uses Boeing and Airbus as analogies for the nuclear industry (an idea spawned by the following tweets):
See Footnote 1 for more of the Twitter thread discussing this analogy.
I used airliners for an analogy because I work in the industry, but I could have used any number of other industries, like ship building, which South Korea has also been dominating for some time.
In an attempt to put the Toshiba Westinghouse bankruptcy into perspective, I made mention of over 100 bankruptcies in the solar industry: