{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":72.44,"endTime":74.96000000000001,"body":"All right, we are"},{"speaker":"Tim Montague","startTime":72.44,"endTime":74.96000000000001,"body":"live. Welcome to the Clean Power"},{"speaker":"Tim Montague","startTime":74.96000000000001,"endTime":80.27,"body":"Hour, January 5 2023. Welcome to"},{"speaker":"Tim Montague","startTime":74.96000000000001,"endTime":80.27,"body":"the show, John Weaver commercial"},{"speaker":"Tim Montague","startTime":80.27,"endTime":80.84,"body":"solar guy,"},{"speaker":"John Weaver","startTime":81.65,"endTime":85.75999999999999,"body":"Timothy, it's a new"},{"speaker":"John Weaver","startTime":81.65,"endTime":85.75999999999999,"body":"year, man to New Year. So you"},{"speaker":"John Weaver","startTime":85.75999999999999,"endTime":89.69,"body":"got to make sure you don't say"},{"speaker":"John Weaver","startTime":85.75999999999999,"endTime":89.69,"body":"2022 anymore. I did sign several"},{"speaker":"John Weaver","startTime":89.69,"endTime":94.19,"body":"checks with 2022 that I had to"},{"speaker":"John Weaver","startTime":89.69,"endTime":94.19,"body":"rip up. And but you know, I"},{"speaker":"John Weaver","startTime":94.19,"endTime":97.94,"body":"think you got a week or two of"},{"speaker":"John Weaver","startTime":94.19,"endTime":97.94,"body":"being allowed to make that"},{"speaker":"John Weaver","startTime":97.94,"endTime":102.25999999999999,"body":"mistake before you have to work"},{"speaker":"John Weaver","startTime":97.94,"endTime":102.25999999999999,"body":"on it. So yeah, that's myself"},{"speaker":"Tim Montague","startTime":102.25999999999999,"endTime":104.99000000000001,"body":"there and the"},{"speaker":"Tim Montague","startTime":102.25999999999999,"endTime":104.99000000000001,"body":"intro, I'm bummed that we didn't"},{"speaker":"Tim Montague","startTime":104.99000000000001,"endTime":109.03999999999999,"body":"get to do a news roundup a year,"},{"speaker":"Tim Montague","startTime":104.99000000000001,"endTime":109.03999999999999,"body":"you know, a New Year's round up,"},{"speaker":"Tim Montague","startTime":109.03999999999999,"endTime":112.00999999999999,"body":"but we're gonna, we're gonna"},{"speaker":"Tim Montague","startTime":109.03999999999999,"endTime":112.00999999999999,"body":"give our listeners a brief round"},{"speaker":"Tim Montague","startTime":112.00999999999999,"endTime":115.07000000000001,"body":"up of what we thought were some"},{"speaker":"Tim Montague","startTime":112.00999999999999,"endTime":115.07000000000001,"body":"of the highlights of 2022 and"},{"speaker":"Tim Montague","startTime":115.07000000000001,"endTime":118.22,"body":"then dive into some current"},{"speaker":"Tim Montague","startTime":115.07000000000001,"endTime":118.22,"body":"news. You've got a great story"},{"speaker":"Tim Montague","startTime":118.25,"endTime":125.39,"body":"on storage in California. Sorry,"},{"speaker":"Tim Montague","startTime":118.25,"endTime":125.39,"body":"storage in New York State. But"},{"speaker":"Tim Montague","startTime":126.56,"endTime":131.03,"body":"what would you look back to"},{"speaker":"Tim Montague","startTime":126.56,"endTime":131.03,"body":"2022? What What are, what are"},{"speaker":"Tim Montague","startTime":131.03,"endTime":133.1,"body":"two or three things that stand"},{"speaker":"Tim Montague","startTime":131.03,"endTime":133.1,"body":"out for you?"},{"speaker":"John Weaver","startTime":133.73000000000002,"endTime":136.04000000000002,"body":"Well, I'm stealing"},{"speaker":"John Weaver","startTime":133.73000000000002,"endTime":136.04000000000002,"body":"one from you, because I think"},{"speaker":"John Weaver","startTime":136.04000000000002,"endTime":139.34,"body":"it's the same one for me. And"},{"speaker":"John Weaver","startTime":136.04000000000002,"endTime":139.34,"body":"that's the signing of the IRA."},{"speaker":"John Weaver","startTime":140.03,"endTime":143.9,"body":"And I mean, that that sets"},{"speaker":"John Weaver","startTime":140.03,"endTime":143.9,"body":"everything for the next decade"},{"speaker":"John Weaver","startTime":143.9,"endTime":148.19,"body":"in the United States. So that's"},{"speaker":"John Weaver","startTime":143.9,"endTime":148.19,"body":"number one. Number two is that"},{"speaker":"John Weaver","startTime":148.46,"endTime":154.01,"body":"global solar capacity deployed,"},{"speaker":"John Weaver","startTime":148.46,"endTime":154.01,"body":"was somewhere in the 270"},{"speaker":"John Weaver","startTime":154.01,"endTime":159.89,"body":"gigawatt range, which blew away"},{"speaker":"John Weaver","startTime":154.01,"endTime":159.89,"body":"every projection. Everybody was"},{"speaker":"John Weaver","startTime":159.89,"endTime":164.66,"body":"in the 160 to 180. To know,"},{"speaker":"John Weaver","startTime":159.89,"endTime":164.66,"body":"everybody was in the 200 to 220"},{"speaker":"John Weaver","startTime":164.66,"endTime":170.48000000000002,"body":"range, even 180 to 220. And, you"},{"speaker":"John Weaver","startTime":164.66,"endTime":170.48000000000002,"body":"know, we ended up like 50%"},{"speaker":"John Weaver","startTime":170.48000000000002,"endTime":174.68,"body":"higher than everybody projected."},{"speaker":"John Weaver","startTime":170.48000000000002,"endTime":174.68,"body":"And I guess maybe number three"},{"speaker":"John Weaver","startTime":174.68,"endTime":179.6,"body":"is the continued expansion of"},{"speaker":"John Weaver","startTime":174.68,"endTime":179.6,"body":"energy storage. And we actually"},{"speaker":"John Weaver","startTime":179.6,"endTime":184.19,"body":"have a slight reference to it."},{"speaker":"John Weaver","startTime":179.6,"endTime":184.19,"body":"Eight terawatt hours as of a"},{"speaker":"John Weaver","startTime":184.19,"endTime":188.27,"body":"week or two ago from our friend"},{"speaker":"John Weaver","startTime":184.19,"endTime":188.27,"body":"Simon in the UK at benchmark"},{"speaker":"John Weaver","startTime":188.27,"endTime":192.17,"body":"materials. And those are my"},{"speaker":"John Weaver","startTime":188.27,"endTime":192.17,"body":"three, deploy"},{"speaker":"Tim Montague","startTime":192.56,"endTime":195.32,"body":"eight terawatt"},{"speaker":"Tim Montague","startTime":192.56,"endTime":195.32,"body":"hours, over what period of time"},{"speaker":"Tim Montague","startTime":195.32,"endTime":196.76,"body":"what what is that relevant to?"},{"speaker":"John Weaver","startTime":197.21,"endTime":202.7,"body":"Oh, okay, so by the"},{"speaker":"John Weaver","startTime":197.21,"endTime":202.7,"body":"year 2020 32 ish. The current"},{"speaker":"John Weaver","startTime":202.73,"endTime":208.82,"body":"manufacturing facility pipeline"},{"speaker":"John Weaver","startTime":202.73,"endTime":208.82,"body":"for batteries, mostly to be used"},{"speaker":"John Weaver","startTime":208.82,"endTime":213.5,"body":"in EVs is currently eight"},{"speaker":"John Weaver","startTime":208.82,"endTime":213.5,"body":"terawatt hours a year of"},{"speaker":"John Weaver","startTime":213.5,"endTime":215.15,"body":"manufacturing capacity."},{"speaker":"Tim Montague","startTime":217.82,"endTime":221.9,"body":"That's big number"},{"speaker":"Tim Montague","startTime":217.82,"endTime":221.9,"body":"dude. And as we were discussing"},{"speaker":"Tim Montague","startTime":221.9,"endTime":226.43,"body":"in the pre show, you can"},{"speaker":"Tim Montague","startTime":221.9,"endTime":226.43,"body":"multiply that or you divide that"},{"speaker":"Tim Montague","startTime":226.43,"endTime":229.76,"body":"by four to get the terawatts of"},{"speaker":"Tim Montague","startTime":226.43,"endTime":229.76,"body":"capacity, right."},{"speaker":"John Weaver","startTime":230.42,"endTime":233.0,"body":"Yes, because he"},{"speaker":"John Weaver","startTime":230.42,"endTime":233.0,"body":"talks in terawatt hours. So if"},{"speaker":"John Weaver","startTime":233.0,"endTime":234.53,"body":"we're talking terawatts,"},{"speaker":"Tim Montague","startTime":234.56,"endTime":236.84,"body":"so two terawatts"},{"speaker":"Tim Montague","startTime":234.56,"endTime":236.84,"body":"versus"},{"speaker":"John Weaver","startTime":237.47,"endTime":241.04,"body":"and yeah, but these"},{"speaker":"John Weaver","startTime":237.47,"endTime":241.04,"body":"are mostly EVs. So the equations"},{"speaker":"John Weaver","startTime":241.04,"endTime":244.22,"body":"a lot difference, you know,"},{"speaker":"John Weaver","startTime":241.04,"endTime":244.22,"body":"like, you know, like an Eevee"},{"speaker":"John Weaver","startTime":244.22,"endTime":248.45,"body":"has a charging capacity. That's,"},{"speaker":"John Weaver","startTime":244.22,"endTime":248.45,"body":"well, it's a different equation"},{"speaker":"John Weaver","startTime":248.45,"endTime":253.13,"body":"when we're talking EVs, you"},{"speaker":"John Weaver","startTime":248.45,"endTime":253.13,"body":"know, capacity versus hours. But"},{"speaker":"John Weaver","startTime":253.13,"endTime":253.67,"body":"yes."},{"speaker":"Tim Montague","startTime":255.68,"endTime":258.16999999999996,"body":"So those are my"},{"speaker":"Tim Montague","startTime":255.68,"endTime":258.16999999999996,"body":"three examples. So anyway, yeah,"},{"speaker":"Tim Montague","startTime":258.2,"endTime":265.66999999999996,"body":"the IRA, or IRA, I can't stop"},{"speaker":"Tim Montague","startTime":258.2,"endTime":265.66999999999996,"body":"saying IRA. It blew everything"},{"speaker":"Tim Montague","startTime":265.66999999999996,"endTime":269.78,"body":"out of the water. It's, it's,"},{"speaker":"Tim Montague","startTime":265.66999999999996,"endTime":269.78,"body":"it's now a major forcing"},{"speaker":"Tim Montague","startTime":269.78,"endTime":274.78999999999996,"body":"function for reshoring and"},{"speaker":"Tim Montague","startTime":269.78,"endTime":274.78999999999996,"body":"onshoring manufacturing in the"},{"speaker":"Tim Montague","startTime":274.78999999999996,"endTime":281.33000000000004,"body":"US, including batteries and"},{"speaker":"Tim Montague","startTime":274.78999999999996,"endTime":281.33000000000004,"body":"solar panels. And I'm sure, wind"},{"speaker":"Tim Montague","startTime":281.33000000000004,"endTime":285.83000000000004,"body":"turbines, you know, all of those"},{"speaker":"Tim Montague","startTime":281.33000000000004,"endTime":285.83000000000004,"body":"things were happening now. It's"},{"speaker":"Tim Montague","startTime":285.83000000000004,"endTime":290.81,"body":"just like pouring gasoline on"},{"speaker":"Tim Montague","startTime":285.83000000000004,"endTime":290.81,"body":"those things. And, and this is"},{"speaker":"Tim Montague","startTime":290.81,"endTime":297.11,"body":"very good for cleaning jobs."},{"speaker":"Tim Montague","startTime":290.81,"endTime":297.11,"body":"growing the economy, of course,"},{"speaker":"Tim Montague","startTime":297.14,"endTime":303.11,"body":"Greening the Grid is so many so"},{"speaker":"Tim Montague","startTime":297.14,"endTime":303.11,"body":"many add on benefits. And, you"},{"speaker":"Tim Montague","startTime":303.11,"endTime":308.09000000000003,"body":"know, America has has been a"},{"speaker":"Tim Montague","startTime":303.11,"endTime":308.09000000000003,"body":"powerhouse in manufacturing, we"},{"speaker":"Tim Montague","startTime":308.09000000000003,"endTime":312.5,"body":"forgot that for a few decades."},{"speaker":"Tim Montague","startTime":308.09000000000003,"endTime":312.5,"body":"We offshored it, and it was an"},{"speaker":"Tim Montague","startTime":312.5,"endTime":317.05999999999995,"body":"economic disaster. So kudos to"},{"speaker":"Tim Montague","startTime":312.5,"endTime":317.05999999999995,"body":"the Biden administration for"},{"speaker":"Tim Montague","startTime":317.05999999999995,"endTime":322.25,"body":"getting that across the finish"},{"speaker":"Tim Montague","startTime":317.05999999999995,"endTime":322.25,"body":"line. And it's just awesome to"},{"speaker":"Tim Montague","startTime":322.25,"endTime":327.89,"body":"see all the the announcements of"},{"speaker":"Tim Montague","startTime":322.25,"endTime":327.89,"body":"evey manufacturing also, right."},{"speaker":"John Weaver","startTime":328.90999999999997,"endTime":331.90999999999997,"body":"Yeah, I didn't"},{"speaker":"John Weaver","startTime":328.90999999999997,"endTime":331.90999999999997,"body":"share this one on the dock. But"},{"speaker":"John Weaver","startTime":331.90999999999997,"endTime":336.67999999999995,"body":"I saw a spreadsheet, a PDF that"},{"speaker":"John Weaver","startTime":331.90999999999997,"endTime":336.67999999999995,"body":"was put out by a Defense"},{"speaker":"John Weaver","startTime":336.67999999999995,"endTime":341.84000000000003,"body":"Department or Aragon, one of"},{"speaker":"John Weaver","startTime":336.67999999999995,"endTime":341.84000000000003,"body":"them. And they said that in the"},{"speaker":"John Weaver","startTime":341.84000000000003,"endTime":347.57000000000005,"body":"next few years, six years, maybe"},{"speaker":"John Weaver","startTime":341.84000000000003,"endTime":347.57000000000005,"body":"the United States will have"},{"speaker":"John Weaver","startTime":347.57000000000005,"endTime":353.75,"body":"nearly one terawatt hour Have"},{"speaker":"John Weaver","startTime":347.57000000000005,"endTime":353.75,"body":"evey battery manufacturing"},{"speaker":"John Weaver","startTime":353.92999999999995,"endTime":359.48,"body":"capacity per year? That's the US"},{"speaker":"John Weaver","startTime":353.92999999999995,"endTime":359.48,"body":"alone. One terawatt hour. That's"},{"speaker":"John Weaver","startTime":359.48,"endTime":363.5,"body":"pretty cool. And it's a"},{"speaker":"John Weaver","startTime":359.48,"endTime":363.5,"body":"relatively short distance. In"},{"speaker":"John Weaver","startTime":363.5,"endTime":366.71000000000004,"body":"fact, PV magazine covered it"},{"speaker":"John Weaver","startTime":363.5,"endTime":366.71000000000004,"body":"because I retweeted that one of"},{"speaker":"John Weaver","startTime":366.71000000000004,"endTime":370.58000000000004,"body":"our guys grabbed it. But uh,"},{"speaker":"John Weaver","startTime":366.71000000000004,"endTime":370.58000000000004,"body":"let's see if I can grab it, but"},{"speaker":"John Weaver","startTime":370.64,"endTime":374.75,"body":"by then, you know, one terawatt"},{"speaker":"John Weaver","startTime":370.64,"endTime":374.75,"body":"hour per year, one terawatt"},{"speaker":"John Weaver","startTime":374.75,"endTime":379.15999999999997,"body":"annually, rustbelt states in the"},{"speaker":"John Weaver","startTime":374.75,"endTime":379.15999999999997,"body":"Midwest. Let's see. So here's"},{"speaker":"John Weaver","startTime":379.15999999999997,"endTime":383.72,"body":"the article real quick. Per"},{"speaker":"John Weaver","startTime":379.15999999999997,"endTime":383.72,"body":"Aragon. They're the ones that"},{"speaker":"John Weaver","startTime":383.72,"endTime":388.66999999999996,"body":"put out the document. And, you"},{"speaker":"John Weaver","startTime":383.72,"endTime":388.66999999999996,"body":"know, a terawatt hour of"},{"speaker":"John Weaver","startTime":388.66999999999996,"endTime":394.61,"body":"manufacturing capacity, by what"},{"speaker":"John Weaver","startTime":388.66999999999996,"endTime":394.61,"body":"year by 2030. So there it is. So"},{"speaker":"John Weaver","startTime":394.61,"endTime":399.11,"body":"that's that's gonna be huge. I"},{"speaker":"John Weaver","startTime":394.61,"endTime":399.11,"body":"mean, in the belt goes from like"},{"speaker":"John Weaver","startTime":399.11,"endTime":405.98,"body":"Michigan, you could see some of"},{"speaker":"John Weaver","startTime":399.11,"endTime":405.98,"body":"it in Michigan, Indiana, Ohio,"},{"speaker":"John Weaver","startTime":405.98,"endTime":410.41999999999996,"body":"Kentucky, Tennessee, then"},{"speaker":"John Weaver","startTime":405.98,"endTime":410.41999999999996,"body":"there's a bunch in looks like"},{"speaker":"John Weaver","startTime":410.41999999999996,"endTime":413.75,"body":"Alabama, and nothing in Georgia."},{"speaker":"John Weaver","startTime":410.41999999999996,"endTime":413.75,"body":"Well, maybe something in"},{"speaker":"John Weaver","startTime":413.75,"endTime":416.72,"body":"Georgia, but then South"},{"speaker":"John Weaver","startTime":413.75,"endTime":416.72,"body":"Carolina, a couple in Texas, of"},{"speaker":"John Weaver","startTime":416.72,"endTime":420.14,"body":"course, California. But there's"},{"speaker":"John Weaver","startTime":416.72,"endTime":420.14,"body":"just like this chunk, this"},{"speaker":"John Weaver","startTime":420.14,"endTime":426.08000000000004,"body":"stripe in the not the Atlantic"},{"speaker":"John Weaver","startTime":420.14,"endTime":426.08000000000004,"body":"east, but the east. And it's"},{"speaker":"John Weaver","startTime":426.11,"endTime":427.88,"body":"it's just a whole bunch of"},{"speaker":"John Weaver","startTime":426.11,"endTime":427.88,"body":"capacity. In fact, maybe I"},{"speaker":"John Weaver","startTime":427.88,"endTime":430.85,"body":"should see if I could share this"},{"speaker":"John Weaver","startTime":427.88,"endTime":430.85,"body":"chart so that everybody can see."},{"speaker":"John Weaver","startTime":431.99,"endTime":434.9,"body":"Oh, you got share. You've"},{"speaker":"John Weaver","startTime":431.99,"endTime":434.9,"body":"already got something up. So but"},{"speaker":"John Weaver","startTime":434.9,"endTime":435.38,"body":"yeah, oh, yeah."},{"speaker":"Tim Montague","startTime":435.65,"endTime":437.87,"body":"Put up trigger"},{"speaker":"Tim Montague","startTime":435.65,"endTime":437.87,"body":"shots newsletter, we can we can"},{"speaker":"Tim Montague","startTime":437.9,"endTime":441.23,"body":"put it up after this. Yeah, this"},{"speaker":"Tim Montague","startTime":437.9,"endTime":441.23,"body":"was this was definitely one of"},{"speaker":"Tim Montague","startTime":441.23,"endTime":446.99,"body":"the highlights for me. Jigga"},{"speaker":"Tim Montague","startTime":441.23,"endTime":446.99,"body":"wrote a newsletter, which sounds"},{"speaker":"Tim Montague","startTime":446.99,"endTime":449.21000000000004,"body":"like it's going to be a monthly"},{"speaker":"Tim Montague","startTime":446.99,"endTime":449.21000000000004,"body":"thing now called accelerating"},{"speaker":"Tim Montague","startTime":449.21000000000004,"endTime":452.65999999999997,"body":"climate wealth. Check it out on"},{"speaker":"Tim Montague","startTime":449.21000000000004,"endTime":452.65999999999997,"body":"LinkedIn. That's the main"},{"speaker":"Tim Montague","startTime":453.77,"endTime":459.67999999999995,"body":"platform, I guess that he's"},{"speaker":"Tim Montague","startTime":453.77,"endTime":459.67999999999995,"body":"promoting this on. And, you"},{"speaker":"Tim Montague","startTime":459.67999999999995,"endTime":463.66999999999996,"body":"know, what he points out is that"},{"speaker":"Tim Montague","startTime":459.67999999999995,"endTime":463.66999999999996,"body":"there's a lot of good things"},{"speaker":"Tim Montague","startTime":463.94000000000005,"endTime":470.53999999999996,"body":"happening in the US now."},{"speaker":"Tim Montague","startTime":463.94000000000005,"endTime":470.53999999999996,"body":"Hydrogen green hydrogen is being"},{"speaker":"Tim Montague","startTime":470.53999999999996,"endTime":478.82000000000005,"body":"made in Utah. And that was a 500"},{"speaker":"Tim Montague","startTime":470.53999999999996,"endTime":478.82000000000005,"body":"million loan guarantee that they"},{"speaker":"Tim Montague","startTime":478.82000000000005,"endTime":485.24,"body":"made. So the happy news for me"},{"speaker":"Tim Montague","startTime":478.82000000000005,"endTime":485.24,"body":"really is that we have someone"},{"speaker":"Tim Montague","startTime":485.24,"endTime":489.44000000000005,"body":"like Jigar Shah in the DOE,"},{"speaker":"Tim Montague","startTime":485.24,"endTime":489.44000000000005,"body":"who's now driving the loan"},{"speaker":"Tim Montague","startTime":489.44000000000005,"endTime":493.66999999999996,"body":"program in office, which was"},{"speaker":"Tim Montague","startTime":489.44000000000005,"endTime":493.66999999999996,"body":"basically asleep under the"},{"speaker":"Tim Montague","startTime":494.15,"endTime":500.09000000000003,"body":"previous administration, doing a"},{"speaker":"Tim Montague","startTime":494.15,"endTime":500.09000000000003,"body":"whole lot of nothing. But he"},{"speaker":"Tim Montague","startTime":500.09000000000003,"endTime":503.48,"body":"also then points out that we're"},{"speaker":"Tim Montague","startTime":500.09000000000003,"endTime":503.48,"body":"getting into all the metals"},{"speaker":"Tim Montague","startTime":503.48,"endTime":509.24,"body":"related to batteries, this"},{"speaker":"Tim Montague","startTime":503.48,"endTime":509.24,"body":"company called sera Dahlia sera"},{"speaker":"Tim Montague","startTime":509.24,"endTime":515.27,"body":"technologies, and then the GM L"},{"speaker":"Tim Montague","startTime":509.24,"endTime":515.27,"body":"G Partnership, which was also a"},{"speaker":"Tim Montague","startTime":515.27,"endTime":520.43,"body":"loan program, funded project,"},{"speaker":"Tim Montague","startTime":515.27,"endTime":520.43,"body":"obviously for evey"},{"speaker":"Tim Montague","startTime":520.43,"endTime":528.77,"body":"electrification Evie batteries."},{"speaker":"Tim Montague","startTime":520.43,"endTime":528.77,"body":"And my jigger points out that"},{"speaker":"Tim Montague","startTime":528.86,"endTime":533.57,"body":"there's a study from Princeton,"},{"speaker":"Tim Montague","startTime":528.86,"endTime":533.57,"body":"Princeton's netzero, America"},{"speaker":"Tim Montague","startTime":533.69,"endTime":539.12,"body":"estimates that we need $300"},{"speaker":"Tim Montague","startTime":533.69,"endTime":539.12,"body":"billion more deployed annually"},{"speaker":"Tim Montague","startTime":539.12,"endTime":542.78,"body":"through 2050. That's a total of"},{"speaker":"Tim Montague","startTime":539.12,"endTime":542.78,"body":"$10 trillion. And that sounds"},{"speaker":"Tim Montague","startTime":542.78,"endTime":546.74,"body":"like a lot of money. But it's a"},{"speaker":"Tim Montague","startTime":542.78,"endTime":546.74,"body":"totally doable amount of money."},{"speaker":"Tim Montague","startTime":546.89,"endTime":554.84,"body":"And it's, you know, it's just so"},{"speaker":"Tim Montague","startTime":546.89,"endTime":554.84,"body":"good for the economy and"},{"speaker":"Tim Montague","startTime":555.32,"endTime":558.11,"body":"Americans, right, it's a it's a"},{"speaker":"Tim Montague","startTime":555.32,"endTime":558.11,"body":"both and this is going to be"},{"speaker":"Tim Montague","startTime":558.11,"endTime":562.37,"body":"good for consumers, pocketbooks,"},{"speaker":"Tim Montague","startTime":558.11,"endTime":562.37,"body":"and for job creation, and it's"},{"speaker":"Tim Montague","startTime":562.4,"endTime":566.4499999999999,"body":"and and good for capitalists. So"},{"speaker":"Tim Montague","startTime":562.4,"endTime":566.4499999999999,"body":"so check out chiggers"},{"speaker":"Tim Montague","startTime":566.4499999999999,"endTime":570.38,"body":"newsletter, what's the what's"},{"speaker":"Tim Montague","startTime":566.4499999999999,"endTime":570.38,"body":"the origin story you want to"},{"speaker":"Tim Montague","startTime":570.5899999999999,"endTime":575.6,"body":"share? And, you know, it's on"},{"speaker":"Tim Montague","startTime":570.5899999999999,"endTime":575.6,"body":"the dock now."},{"speaker":"John Weaver","startTime":575.6899999999999,"endTime":580.31,"body":"Yeah, moved to the"},{"speaker":"John Weaver","startTime":575.6899999999999,"endTime":580.31,"body":"dock. It's next. It's right"},{"speaker":"John Weaver","startTime":580.31,"endTime":583.73,"body":"below the New York story. And"},{"speaker":"John Weaver","startTime":580.31,"endTime":583.73,"body":"they got a nice chart there. I"},{"speaker":"John Weaver","startTime":583.73,"endTime":587.0,"body":"liked the showing where the"},{"speaker":"John Weaver","startTime":583.73,"endTime":587.0,"body":"battery factors factories aren't"},{"speaker":"John Weaver","startTime":587.0,"endTime":591.68,"body":"we've seen a version of this on"},{"speaker":"John Weaver","startTime":587.0,"endTime":591.68,"body":"the show prior. But that's one"},{"speaker":"John Weaver","startTime":591.68,"endTime":595.1,"body":"terawatt hour facilities. You"},{"speaker":"John Weaver","startTime":591.68,"endTime":595.1,"body":"know, there's just like this"},{"speaker":"John Weaver","startTime":595.1,"endTime":599.36,"body":"neat little stripe headed, so do"},{"speaker":"John Weaver","startTime":595.1,"endTime":599.36,"body":"south a little further. Keep"},{"speaker":"John Weaver","startTime":599.36,"endTime":601.6999999999999,"body":"going. I mean, that's the list"},{"speaker":"John Weaver","startTime":599.36,"endTime":601.6999999999999,"body":"of them. Right there."},{"speaker":"Tim Montague","startTime":602.24,"endTime":604.52,"body":"Yeah. Nice, man."},{"speaker":"Tim Montague","startTime":602.24,"endTime":604.52,"body":"Right there. Yeah."},{"speaker":"John Weaver","startTime":605.54,"endTime":607.01,"body":"And you can just"},{"speaker":"John Weaver","startTime":605.54,"endTime":607.01,"body":"see Indiana"},{"speaker":"Tim Montague","startTime":607.91,"endTime":610.76,"body":"capacity in North"},{"speaker":"Tim Montague","startTime":607.91,"endTime":610.76,"body":"America by 2030. Wow."},{"speaker":"John Weaver","startTime":611.36,"endTime":615.65,"body":"Yep. And I think"},{"speaker":"John Weaver","startTime":611.36,"endTime":615.65,"body":"the number was actually like 998"},{"speaker":"John Weaver","startTime":615.8,"endTime":619.1,"body":"gigawatts or something. So"},{"speaker":"John Weaver","startTime":615.8,"endTime":619.1,"body":"rounded up to a nice clean"},{"speaker":"John Weaver","startTime":619.1,"endTime":625.04,"body":"terawatt. Yeah. That's I mean,"},{"speaker":"John Weaver","startTime":619.1,"endTime":625.04,"body":"there's a lot going on and yeah,"},{"speaker":"John Weaver","startTime":625.04,"endTime":630.0799999999999,"body":"a lot going on. Actually, so the"},{"speaker":"John Weaver","startTime":625.04,"endTime":630.0799999999999,"body":"coloring Oh, so that's"},{"speaker":"John Weaver","startTime":630.0799999999999,"endTime":635.8399999999999,"body":"interesting. So the orange.is A"},{"speaker":"John Weaver","startTime":630.0799999999999,"endTime":635.8399999999999,"body":"Evie assembly location, the"},{"speaker":"John Weaver","startTime":635.8399999999999,"endTime":639.5,"body":"coloring represents capacity"},{"speaker":"John Weaver","startTime":635.8399999999999,"endTime":639.5,"body":"within those states all right."},{"speaker":"John Weaver","startTime":639.5,"endTime":642.86,"body":"So I get that chart better now."},{"speaker":"John Weaver","startTime":639.5,"endTime":642.86,"body":"So so the entire"},{"speaker":"Tim Montague","startTime":643.13,"endTime":646.3399999999999,"body":"the shading is the"},{"speaker":"Tim Montague","startTime":643.13,"endTime":646.3399999999999,"body":"battery capacity and the dots"},{"speaker":"Tim Montague","startTime":646.3399999999999,"endTime":648.74,"body":"are the are the Eevee"},{"speaker":"Tim Montague","startTime":646.3399999999999,"endTime":648.74,"body":"manufacturing, right?"},{"speaker":"John Weaver","startTime":648.77,"endTime":650.48,"body":"Yes, sir. Yes, sir."},{"speaker":"John Weaver","startTime":648.77,"endTime":650.48,"body":"Yeah,"},{"speaker":"Tim Montague","startTime":651.4399999999999,"endTime":653.6,"body":"It's an obviously"},{"speaker":"Tim Montague","startTime":651.4399999999999,"endTime":653.6,"body":"there's a correlation"},{"speaker":"John Weaver","startTime":656.18,"endTime":658.28,"body":"you want the big"},{"speaker":"John Weaver","startTime":656.18,"endTime":658.28,"body":"heavy thing to meet the near"},{"speaker":"John Weaver","startTime":658.31,"endTime":660.5,"body":"where its end home is exactly"},{"speaker":"Tim Montague","startTime":660.53,"endTime":667.73,"body":"right yeah yeah,"},{"speaker":"Tim Montague","startTime":660.53,"endTime":667.73,"body":"it is a it's a stripe right down"},{"speaker":"Tim Montague","startTime":667.73,"endTime":671.27,"body":"the middle part of the country"},{"speaker":"Tim Montague","startTime":667.73,"endTime":671.27,"body":"what we call the middle part"},{"speaker":"Tim Montague","startTime":671.3,"endTime":673.1899999999999,"body":"even though it's not the"},{"speaker":"Tim Montague","startTime":671.3,"endTime":673.1899999999999,"body":"geographic middle."},{"speaker":"John Weaver","startTime":674.06,"endTime":678.4399999999999,"body":"So I you know, from"},{"speaker":"John Weaver","startTime":674.06,"endTime":678.4399999999999,"body":"a business standpoint you know,"},{"speaker":"John Weaver","startTime":678.4399999999999,"endTime":683.3299999999999,"body":"you don't have to be the battery"},{"speaker":"John Weaver","startTime":678.4399999999999,"endTime":683.3299999999999,"body":"manufacturer, nor do you have to"},{"speaker":"John Weaver","startTime":683.3299999999999,"endTime":688.13,"body":"be the car manufacturer, the car"},{"speaker":"John Weaver","startTime":683.3299999999999,"endTime":688.13,"body":"salesperson. You know, there's"},{"speaker":"John Weaver","startTime":688.13,"endTime":694.4599999999999,"body":"an old adage that I like and I"},{"speaker":"John Weaver","startTime":688.13,"endTime":694.4599999999999,"body":"you know, I you don't when"},{"speaker":"John Weaver","startTime":694.4599999999999,"endTime":701.03,"body":"there's a gold rush, sell"},{"speaker":"John Weaver","startTime":694.4599999999999,"endTime":701.03,"body":"pickaxe and what is going to be"},{"speaker":"John Weaver","startTime":701.03,"endTime":706.4,"body":"the pickaxe of the battery? Evie"},{"speaker":"John Weaver","startTime":701.03,"endTime":706.4,"body":"world what are the pick axes out"},{"speaker":"John Weaver","startTime":706.4,"endTime":709.1899999999999,"body":"there? And there's gonna be 1000"},{"speaker":"John Weaver","startTime":706.4,"endTime":709.1899999999999,"body":"pick axes because there's"},{"speaker":"John Weaver","startTime":709.3399999999999,"endTime":712.64,"body":"there's pick axes there's"},{"speaker":"John Weaver","startTime":709.3399999999999,"endTime":712.64,"body":"there's those bowls that they"},{"speaker":"John Weaver","startTime":712.64,"endTime":715.22,"body":"shake the gold out of that I'm"},{"speaker":"John Weaver","startTime":712.64,"endTime":715.22,"body":"sure there's they're selling"},{"speaker":"John Weaver","startTime":715.22,"endTime":719.0,"body":"Levi's, you know selling jeans."},{"speaker":"John Weaver","startTime":715.22,"endTime":719.0,"body":"They're selling food to these"},{"speaker":"John Weaver","startTime":719.0,"endTime":722.6899999999999,"body":"people. There's housing. What"},{"speaker":"John Weaver","startTime":719.0,"endTime":722.6899999999999,"body":"are the pick axes of the Evie"},{"speaker":"John Weaver","startTime":722.6899999999999,"endTime":727.9399999999999,"body":"industry? I would love to hear"},{"speaker":"John Weaver","startTime":722.6899999999999,"endTime":727.9399999999999,"body":"some smart person tell us hey, I"},{"speaker":"John Weaver","startTime":727.9399999999999,"endTime":730.8199999999999,"body":"got these 10 e v pickaxe ideas?"},{"speaker":"Tim Montague","startTime":731.2099999999999,"endTime":733.67,"body":"Well, it's always"},{"speaker":"Tim Montague","startTime":731.2099999999999,"endTime":733.67,"body":"like mangrove lithium that was"},{"speaker":"Tim Montague","startTime":733.67,"endTime":737.66,"body":"on the show they have a"},{"speaker":"Tim Montague","startTime":733.67,"endTime":737.66,"body":"technology for basically"},{"speaker":"Tim Montague","startTime":738.02,"endTime":743.6899999999999,"body":"separating lithium from raw"},{"speaker":"Tim Montague","startTime":738.02,"endTime":743.6899999999999,"body":"materials. And"},{"speaker":"John Weaver","startTime":744.8299999999999,"endTime":747.98,"body":"Redwood who's"},{"speaker":"John Weaver","startTime":744.8299999999999,"endTime":747.98,"body":"recycling the batteries? That"},{"speaker":"John Weaver","startTime":747.98,"endTime":750.8,"body":"guy is gonna be a billionaire."},{"speaker":"John Weaver","startTime":747.98,"endTime":750.8,"body":"He might already be because of"},{"speaker":"John Weaver","startTime":752.0899999999999,"endTime":756.65,"body":"Well, yeah, he's gonna be a"},{"speaker":"John Weaver","startTime":752.0899999999999,"endTime":756.65,"body":"second billionaire. Recycling"},{"speaker":"John Weaver","startTime":756.65,"endTime":760.88,"body":"the battery second use"},{"speaker":"John Weaver","startTime":756.65,"endTime":760.88,"body":"batteries. Um, you know, there's"},{"speaker":"John Weaver","startTime":760.88,"endTime":765.11,"body":"gonna be 100 pickaxes. And I'm"},{"speaker":"John Weaver","startTime":760.88,"endTime":765.11,"body":"super excited to see those"},{"speaker":"John Weaver","startTime":765.11,"endTime":770.27,"body":"pickaxes. And it's going to be"},{"speaker":"John Weaver","startTime":765.11,"endTime":770.27,"body":"neat. So it's, we're just gonna"},{"speaker":"John Weaver","startTime":770.27,"endTime":772.6999999999999,"body":"have a lot of, you know, this is"},{"speaker":"John Weaver","startTime":770.27,"endTime":772.6999999999999,"body":"gonna be a new thing. This is,"},{"speaker":"John Weaver","startTime":772.85,"endTime":776.06,"body":"you know, this is, we already"},{"speaker":"John Weaver","startTime":772.85,"endTime":776.06,"body":"have these industries in the"},{"speaker":"John Weaver","startTime":776.06,"endTime":779.99,"body":"United States, it just so"},{"speaker":"John Weaver","startTime":776.06,"endTime":779.99,"body":"happens that they make oil, and"},{"speaker":"John Weaver","startTime":779.99,"endTime":785.93,"body":"they make gas and coal. And now,"},{"speaker":"John Weaver","startTime":779.99,"endTime":785.93,"body":"oil, gas and coal is moving to"},{"speaker":"John Weaver","startTime":786.11,"endTime":792.29,"body":"wind turbines, solar modules,"},{"speaker":"John Weaver","startTime":786.11,"endTime":792.29,"body":"batteries, and the mining of the"},{"speaker":"John Weaver","startTime":792.29,"endTime":795.47,"body":"material for those batteries"},{"speaker":"John Weaver","startTime":792.29,"endTime":795.47,"body":"specifically, you know, it's"},{"speaker":"John Weaver","startTime":795.47,"endTime":798.98,"body":"interesting, I've heard about"},{"speaker":"John Weaver","startTime":795.47,"endTime":798.98,"body":"critical materials associated"},{"speaker":"John Weaver","startTime":798.98,"endTime":802.28,"body":"with batteries. But I've not"},{"speaker":"John Weaver","startTime":798.98,"endTime":802.28,"body":"heard about critical materials"},{"speaker":"John Weaver","startTime":802.28,"endTime":806.6,"body":"associated with solar as much,"},{"speaker":"John Weaver","startTime":802.28,"endTime":806.6,"body":"making the modules has been"},{"speaker":"John Weaver","startTime":806.6,"endTime":810.41,"body":"defined as critical. But mining"},{"speaker":"John Weaver","startTime":806.6,"endTime":810.41,"body":"the poly silicon, for some"},{"speaker":"John Weaver","startTime":810.41,"endTime":814.4,"body":"reason has it. And that's"},{"speaker":"John Weaver","startTime":810.41,"endTime":814.4,"body":"interesting to me making the"},{"speaker":"John Weaver","startTime":814.4,"endTime":819.1999999999999,"body":"solar cells making the wafers,"},{"speaker":"John Weaver","startTime":814.4,"endTime":819.1999999999999,"body":"even maybe making some ingots."},{"speaker":"John Weaver","startTime":819.47,"endTime":823.6999999999999,"body":"But I still haven't heard there"},{"speaker":"John Weaver","startTime":819.47,"endTime":823.6999999999999,"body":"hasn't been a hardcore rush into"},{"speaker":"John Weaver","startTime":823.6999999999999,"endTime":826.43,"body":"making more polished silicon in"},{"speaker":"John Weaver","startTime":823.6999999999999,"endTime":826.43,"body":"the United States. In fact, I"},{"speaker":"John Weaver","startTime":826.43,"endTime":830.3,"body":"don't know if I've seen anybody"},{"speaker":"John Weaver","startTime":826.43,"endTime":830.3,"body":"do it yet. You know, quick,"},{"speaker":"John Weaver","startTime":830.4499999999999,"endTime":833.72,"body":"they're talking about expanding"},{"speaker":"John Weaver","startTime":830.4499999999999,"endTime":833.72,"body":"the facility in Washington state"},{"speaker":"John Weaver","startTime":833.75,"endTime":837.74,"body":"owned by que sell and Rec. Yeah,"},{"speaker":"John Weaver","startTime":833.75,"endTime":837.74,"body":"but that's it. I haven't heard"},{"speaker":"John Weaver","startTime":837.74,"endTime":842.54,"body":"any other policy silicon"},{"speaker":"John Weaver","startTime":837.74,"endTime":842.54,"body":"pitches. So I don't know maybe"},{"speaker":"John Weaver","startTime":842.5699999999999,"endTime":847.76,"body":"maybe it's too far up the the"},{"speaker":"John Weaver","startTime":842.5699999999999,"endTime":847.76,"body":"stream. To do that, you know,"},{"speaker":"John Weaver","startTime":847.76,"endTime":850.52,"body":"there's, there's a company in"},{"speaker":"John Weaver","startTime":847.76,"endTime":850.52,"body":"Mississippi, I think Mississippi"},{"speaker":"John Weaver","startTime":850.52,"endTime":854.93,"body":"silicon, who signed the deal"},{"speaker":"John Weaver","startTime":850.52,"endTime":854.93,"body":"with QCL, Heartwell, Harnois,"},{"speaker":"John Weaver","startTime":854.93,"endTime":861.0799999999999,"body":"maybe to supply the Washington"},{"speaker":"John Weaver","startTime":854.93,"endTime":861.0799999999999,"body":"facility with raw material. But"},{"speaker":"John Weaver","startTime":861.0799999999999,"endTime":864.05,"body":"that might be it. So I'm"},{"speaker":"John Weaver","startTime":861.0799999999999,"endTime":864.05,"body":"intrigued. I'm wondering if we"},{"speaker":"John Weaver","startTime":864.05,"endTime":868.28,"body":"don't consider that critical,"},{"speaker":"John Weaver","startTime":864.05,"endTime":868.28,"body":"because maybe it's easier to do."},{"speaker":"John Weaver","startTime":869.54,"endTime":872.27,"body":"But I'm still interested in"},{"speaker":"John Weaver","startTime":869.54,"endTime":872.27,"body":"seeing what's gonna come with"},{"speaker":"John Weaver","startTime":872.27,"endTime":876.53,"body":"poly silicon sounds. Sounds like"},{"speaker":"John Weaver","startTime":872.27,"endTime":876.53,"body":"challenge but the IRA has big"},{"speaker":"John Weaver","startTime":876.53,"endTime":880.28,"body":"time money in there for it, like"},{"speaker":"John Weaver","startTime":876.53,"endTime":880.28,"body":"X dollars per kilogram, you"},{"speaker":"John Weaver","startTime":880.28,"endTime":883.9399999999999,"body":"know, I should Ira poly?"},{"speaker":"Tim Montague","startTime":883.97,"endTime":886.64,"body":"Well, when you"},{"speaker":"Tim Montague","startTime":883.97,"endTime":886.64,"body":"when you google poly silicon"},{"speaker":"Tim Montague","startTime":886.67,"endTime":894.68,"body":"manufacturing in the US a story"},{"speaker":"Tim Montague","startTime":886.67,"endTime":894.68,"body":"from you. CNN, I want to say"},{"speaker":"Tim Montague","startTime":894.8,"endTime":898.76,"body":"chemical and Engineering News,"},{"speaker":"Tim Montague","startTime":894.8,"endTime":898.76,"body":"something like that. And it says"},{"speaker":"Tim Montague","startTime":898.76,"endTime":903.14,"body":"the US solar industry has a"},{"speaker":"Tim Montague","startTime":898.76,"endTime":903.14,"body":"supply problem. China's"},{"speaker":"Tim Montague","startTime":903.14,"endTime":905.51,"body":"controlled solar manufacturing"},{"speaker":"Tim Montague","startTime":903.14,"endTime":905.51,"body":"puts the sector at risk of"},{"speaker":"Tim Montague","startTime":905.51,"endTime":910.4599999999999,"body":"disruption. And so I think you"},{"speaker":"Tim Montague","startTime":905.51,"endTime":910.4599999999999,"body":"have put your finger on"},{"speaker":"Tim Montague","startTime":910.4599999999999,"endTime":913.4599999999999,"body":"something that's important."},{"speaker":"Tim Montague","startTime":910.4599999999999,"endTime":913.4599999999999,"body":"Right, the vast majority of"},{"speaker":"Tim Montague","startTime":913.4599999999999,"endTime":921.11,"body":"solar cell manufacturing is in"},{"speaker":"Tim Montague","startTime":913.4599999999999,"endTime":921.11,"body":"China today. And and that's true"},{"speaker":"Tim Montague","startTime":921.11,"endTime":926.93,"body":"of the poly silicon as well."},{"speaker":"Tim Montague","startTime":921.11,"endTime":926.93,"body":"There are a few manufacturers in"},{"speaker":"Tim Montague","startTime":926.93,"endTime":927.5899999999999,"body":"the US."},{"speaker":"John Weaver","startTime":928.64,"endTime":933.17,"body":"We have had though,"},{"speaker":"John Weaver","startTime":928.64,"endTime":933.17,"body":"a cell and a wafer announcement,"},{"speaker":"John Weaver","startTime":933.86,"endTime":939.4399999999999,"body":"one or two each in the US. And"},{"speaker":"John Weaver","startTime":933.86,"endTime":939.4399999999999,"body":"first solar sort of makes the"},{"speaker":"John Weaver","startTime":939.4399999999999,"endTime":942.26,"body":"whole thing they're different"},{"speaker":"John Weaver","startTime":939.4399999999999,"endTime":942.26,"body":"beasts, but they make the whole"},{"speaker":"John Weaver","startTime":942.26,"endTime":945.86,"body":"thing but no poly silicon, you"},{"speaker":"John Weaver","startTime":942.26,"endTime":945.86,"body":"know, other than the expansion"},{"speaker":"John Weaver","startTime":945.86,"endTime":947.6899999999999,"body":"of the Washington facility by"},{"speaker":"John Weaver","startTime":945.86,"endTime":947.6899999999999,"body":"Honda and"},{"speaker":"Tim Montague","startTime":947.6899999999999,"endTime":950.48,"body":"hemlock Hemlock"},{"speaker":"Tim Montague","startTime":947.6899999999999,"endTime":950.48,"body":"has a facility in Michigan"},{"speaker":"John Weaver","startTime":952.67,"endTime":954.4399999999999,"body":"Is it running? Is"},{"speaker":"John Weaver","startTime":952.67,"endTime":954.4399999999999,"body":"it doing anything?"},{"speaker":"Tim Montague","startTime":954.8299999999999,"endTime":957.65,"body":"Oh, yeah, that's"},{"speaker":"Tim Montague","startTime":954.8299999999999,"endTime":957.65,"body":"that's, that's for sure. Live."},{"speaker":"Tim Montague","startTime":958.28,"endTime":963.47,"body":"All right. Yeah. So REC is"},{"speaker":"Tim Montague","startTime":958.28,"endTime":963.47,"body":"planning to reopen facility in"},{"speaker":"Tim Montague","startTime":963.47,"endTime":964.5799999999999,"body":"Washington State?"},{"speaker":"John Weaver","startTime":964.88,"endTime":967.25,"body":"Yeah, that's that's"},{"speaker":"John Weaver","startTime":964.88,"endTime":967.25,"body":"the Hon one, one. Yeah. And"},{"speaker":"John Weaver","startTime":967.25,"endTime":969.38,"body":"they're expanding it. I think by"},{"speaker":"John Weaver","startTime":967.25,"endTime":969.38,"body":"the end of this year, it's"},{"speaker":"John Weaver","startTime":969.38,"endTime":973.79,"body":"supposed to be open. So the IRA"},{"speaker":"John Weaver","startTime":969.38,"endTime":973.79,"body":"has a tax credit at three bucks"},{"speaker":"John Weaver","startTime":973.8199999999999,"endTime":978.92,"body":"per kilogram, for solar grade"},{"speaker":"John Weaver","startTime":973.8199999999999,"endTime":978.92,"body":"poly. And right now, the global"},{"speaker":"John Weaver","startTime":978.92,"endTime":982.9399999999999,"body":"price is like 25 bucks, 17"},{"speaker":"John Weaver","startTime":978.92,"endTime":982.9399999999999,"body":"bucks. We'll cover an article on"},{"speaker":"John Weaver","startTime":982.9399999999999,"endTime":989.4499999999999,"body":"that in a moment. But so three"},{"speaker":"John Weaver","startTime":982.9399999999999,"endTime":989.4499999999999,"body":"bucks is something it's, you"},{"speaker":"John Weaver","startTime":989.4499999999999,"endTime":993.23,"body":"know, it, I can see why it's"},{"speaker":"John Weaver","startTime":989.4499999999999,"endTime":993.23,"body":"slower, though. You know, if the"},{"speaker":"John Weaver","startTime":993.23,"endTime":996.26,"body":"price of poly silicon a month,"},{"speaker":"John Weaver","startTime":993.23,"endTime":996.26,"body":"three months ago was 40 bucks,"},{"speaker":"John Weaver","startTime":996.4399999999999,"endTime":1001.24,"body":"knocking off 10% isn't really"},{"speaker":"John Weaver","startTime":996.4399999999999,"endTime":1001.24,"body":"the kicker. If it's 15 bucks,"},{"speaker":"John Weaver","startTime":1001.42,"endTime":1005.56,"body":"knocking off three bucks can be"},{"speaker":"John Weaver","startTime":1001.42,"endTime":1005.56,"body":"something. So so we'll see,"},{"speaker":"John Weaver","startTime":1005.74,"endTime":1008.56,"body":"we'll see about the poly"},{"speaker":"John Weaver","startTime":1005.74,"endTime":1008.56,"body":"silicone manufacturing, maybe"},{"speaker":"John Weaver","startTime":1008.56,"endTime":1012.97,"body":"it's not going to happen in the"},{"speaker":"John Weaver","startTime":1008.56,"endTime":1012.97,"body":"US. Maybe it just maybe it has"},{"speaker":"John Weaver","startTime":1012.97,"endTime":1016.06,"body":"to be connected to the cheapest"},{"speaker":"John Weaver","startTime":1012.97,"endTime":1016.06,"body":"electricity we can find. Because"},{"speaker":"John Weaver","startTime":1016.06,"endTime":1020.29,"body":"that's really what it is. Making"},{"speaker":"John Weaver","startTime":1016.06,"endTime":1020.29,"body":"Poly is just very electricity"},{"speaker":"John Weaver","startTime":1020.41,"endTime":1023.14,"body":"dependent. So we really have to"},{"speaker":"John Weaver","startTime":1020.41,"endTime":1023.14,"body":"figure out how to do that"},{"speaker":"John Weaver","startTime":1023.14,"endTime":1028.6000000000001,"body":"cheaply and cleanly. I will be"},{"speaker":"John Weaver","startTime":1023.14,"endTime":1028.6000000000001,"body":"writing an article soon, a new"},{"speaker":"John Weaver","startTime":1028.6000000000001,"endTime":1033.04,"body":"standard has been released for"},{"speaker":"John Weaver","startTime":1028.6000000000001,"endTime":1033.04,"body":"and you might be interested in"},{"speaker":"John Weaver","startTime":1033.04,"endTime":1037.45,"body":"this too. Low Carbon Alliance"},{"speaker":"John Weaver","startTime":1033.04,"endTime":1037.45,"body":"was involved. Dustin, Dustin,"},{"speaker":"John Weaver","startTime":1037.45,"endTime":1040.15,"body":"maybe we could get Dustin on our"},{"speaker":"John Weaver","startTime":1037.45,"endTime":1040.15,"body":"show one day, Dustin Mulvaney."},{"speaker":"John Weaver","startTime":1092.47,"endTime":1096.5800000000002,"body":"He's the professor outwest. Who,"},{"speaker":"John Weaver","startTime":1092.47,"endTime":1096.5800000000002,"body":"who's part of that. And they"},{"speaker":"John Weaver","startTime":1096.6100000000001,"endTime":1101.44,"body":"officially voted on a new"},{"speaker":"John Weaver","startTime":1096.6100000000001,"endTime":1101.44,"body":"standard for low carbon solar"},{"speaker":"John Weaver","startTime":1101.44,"endTime":1105.52,"body":"modules. And I got a copy of"},{"speaker":"John Weaver","startTime":1101.44,"endTime":1105.52,"body":"that the vote was couple weeks"},{"speaker":"John Weaver","startTime":1105.52,"endTime":1109.39,"body":"ago where they finalize their"},{"speaker":"John Weaver","startTime":1105.52,"endTime":1109.39,"body":"draft refined the language. And"},{"speaker":"John Weaver","startTime":1110.3200000000002,"endTime":1116.0500000000002,"body":"if anybody's making solar module"},{"speaker":"John Weaver","startTime":1110.3200000000002,"endTime":1116.0500000000002,"body":"or poly silicon via hydro or"},{"speaker":"John Weaver","startTime":1116.0500000000002,"endTime":1120.28,"body":"nuclear, or solar and wind, you"},{"speaker":"John Weaver","startTime":1116.0500000000002,"endTime":1120.28,"body":"know that's, that's going to be"},{"speaker":"John Weaver","startTime":1120.28,"endTime":1121.42,"body":"the thing right there."},{"speaker":"Tim Montague","startTime":1122.74,"endTime":1124.8100000000002,"body":"Yeah, and that's"},{"speaker":"Tim Montague","startTime":1122.74,"endTime":1124.8100000000002,"body":"and that's the play up there in"},{"speaker":"Tim Montague","startTime":1124.8100000000002,"endTime":1131.38,"body":"Washington State, right. They're"},{"speaker":"Tim Montague","startTime":1124.8100000000002,"endTime":1131.38,"body":"using hydro, hydro and wind. But"},{"speaker":"Tim Montague","startTime":1132.04,"endTime":1134.59,"body":"yeah, when you go to the ultra"},{"speaker":"Tim Montague","startTime":1132.04,"endTime":1134.59,"body":"low carbon solar lines, you see"},{"speaker":"Tim Montague","startTime":1134.59,"endTime":1142.3,"body":"him luck, you see our AC those"},{"speaker":"Tim Montague","startTime":1134.59,"endTime":1142.3,"body":"are the true poly silicon"},{"speaker":"Tim Montague","startTime":1142.3,"endTime":1145.57,"body":"manufacturers to my knowledge"},{"speaker":"Tim Montague","startTime":1142.3,"endTime":1145.57,"body":"there but but there's a bunch of"},{"speaker":"Tim Montague","startTime":1145.84,"endTime":1150.58,"body":"good solar manufacturers first"},{"speaker":"Tim Montague","startTime":1145.84,"endTime":1150.58,"body":"solar q cells. Norwegian"},{"speaker":"Tim Montague","startTime":1150.58,"endTime":1155.3500000000001,"body":"crystals whacker, so large dozen"},{"speaker":"Tim Montague","startTime":1150.58,"endTime":1155.3500000000001,"body":"companies I'm not familiar with"},{"speaker":"Tim Montague","startTime":1155.3500000000001,"endTime":1160.1200000000001,"body":"here, too. But we got to get all"},{"speaker":"Tim Montague","startTime":1155.3500000000001,"endTime":1160.1200000000001,"body":"these on the show origami solar."},{"speaker":"John Weaver","startTime":1162.1000000000001,"endTime":1163.8700000000001,"body":"You should just"},{"speaker":"John Weaver","startTime":1162.1000000000001,"endTime":1163.8700000000001,"body":"start cold calling them all one"},{"speaker":"John Weaver","startTime":1163.8700000000001,"endTime":1164.26,"body":"by one."},{"speaker":"Tim Montague","startTime":1165.76,"endTime":1169.93,"body":"Yeah, I wish I"},{"speaker":"Tim Montague","startTime":1165.76,"endTime":1169.93,"body":"wish I had time to do that. Most"},{"speaker":"Tim Montague","startTime":1169.93,"endTime":1174.73,"body":"of the most of the one on one"},{"speaker":"Tim Montague","startTime":1169.93,"endTime":1174.73,"body":"guests we get come to me now but"},{"speaker":"Tim Montague","startTime":1176.56,"endTime":1180.6100000000001,"body":"But anyway, let's talk about"},{"speaker":"Tim Montague","startTime":1176.56,"endTime":1180.6100000000001,"body":"let's talk about your story in"},{"speaker":"Tim Montague","startTime":1180.6100000000001,"endTime":1184.72,"body":"PV magazine on 25 gigawatt hours"},{"speaker":"Tim Montague","startTime":1180.6100000000001,"endTime":1184.72,"body":"of energy storage."},{"speaker":"John Weaver","startTime":1186.309,"endTime":1188.289,"body":"So the state of New"},{"speaker":"John Weaver","startTime":1186.309,"endTime":1188.289,"body":"York made a new announcement"},{"speaker":"John Weaver","startTime":1189.309,"endTime":1195.789,"body":"that they're going to push for"},{"speaker":"John Weaver","startTime":1189.309,"endTime":1195.789,"body":"an additional 4.7 gigawatts,"},{"speaker":"John Weaver","startTime":1195.849,"endTime":1201.789,"body":"roughly 25.8 gigawatt hours of"},{"speaker":"John Weaver","startTime":1195.849,"endTime":1201.789,"body":"energy storage to be deployed by"},{"speaker":"John Weaver","startTime":1201.789,"endTime":1209.469,"body":"2030. It's a significant volume."},{"speaker":"John Weaver","startTime":1201.789,"endTime":1209.469,"body":"I did some rough math. And this"},{"speaker":"John Weaver","startTime":1209.469,"endTime":1214.209,"body":"is there's a flaw in this math."},{"speaker":"John Weaver","startTime":1209.469,"endTime":1214.209,"body":"But today, if that capacity were"},{"speaker":"John Weaver","startTime":1214.209,"endTime":1222.3990000000001,"body":"deployed, it would cover 18% of"},{"speaker":"John Weaver","startTime":1214.209,"endTime":1222.3990000000001,"body":"the summer peak, and 25% of the"},{"speaker":"John Weaver","startTime":1222.3990000000001,"endTime":1226.299,"body":"winter demand peak. And these"},{"speaker":"John Weaver","startTime":1222.3990000000001,"endTime":1226.299,"body":"are the peaks. So the real"},{"speaker":"John Weaver","startTime":1226.299,"endTime":1230.679,"body":"number is much lower. And that's"},{"speaker":"John Weaver","startTime":1226.299,"endTime":1230.679,"body":"significant. Like he can cover a"},{"speaker":"John Weaver","startTime":1230.679,"endTime":1234.189,"body":"quarter of the grids needs by"},{"speaker":"John Weaver","startTime":1230.679,"endTime":1234.189,"body":"batteries by 2030. Now, the"},{"speaker":"John Weaver","startTime":1234.189,"endTime":1236.709,"body":"reason that number is off is"},{"speaker":"John Weaver","startTime":1234.189,"endTime":1236.709,"body":"because as we move forward,"},{"speaker":"John Weaver","startTime":1236.709,"endTime":1238.209,"body":"there'll be more"},{"speaker":"John Weaver","startTime":1236.709,"endTime":1238.209,"body":"electrification, there'll be"},{"speaker":"John Weaver","startTime":1238.209,"endTime":1241.509,"body":"cars, there'll be heat pumps, so"},{"speaker":"John Weaver","startTime":1238.209,"endTime":1241.509,"body":"the peak demand number will"},{"speaker":"John Weaver","startTime":1241.509,"endTime":1246.189,"body":"change and go up, you know,"},{"speaker":"John Weaver","startTime":1241.509,"endTime":1246.189,"body":"10% 20%, but it's a huge"},{"speaker":"John Weaver","startTime":1246.189,"endTime":1250.599,"body":"capacity. And here's the volume,"},{"speaker":"John Weaver","startTime":1246.189,"endTime":1250.599,"body":"the dark blue is four hour, and"},{"speaker":"John Weaver","startTime":1250.599,"endTime":1253.869,"body":"the light blue is eight hour"},{"speaker":"John Weaver","startTime":1250.599,"endTime":1253.869,"body":"capacity. So by 2030, there's a"},{"speaker":"John Weaver","startTime":1253.869,"endTime":1258.729,"body":"tiny bit of eight hour and a"},{"speaker":"John Weaver","startTime":1253.869,"endTime":1258.729,"body":"majority of four hour and then"},{"speaker":"John Weaver","startTime":1258.729,"endTime":1261.339,"body":"you can see it growing, they're"},{"speaker":"John Weaver","startTime":1258.729,"endTime":1261.339,"body":"gonna have 17 gigs, which is"},{"speaker":"John Weaver","startTime":1261.339,"endTime":1267.099,"body":"like 50 ish gig gigawatt hours"},{"speaker":"John Weaver","startTime":1261.339,"endTime":1267.099,"body":"by the year 2050. And that's a"},{"speaker":"John Weaver","startTime":1267.099,"endTime":1270.549,"body":"lot of that's a lot of"},{"speaker":"John Weaver","startTime":1267.099,"endTime":1270.549,"body":"batteries. And that's, that's"},{"speaker":"John Weaver","startTime":1270.549,"endTime":1273.519,"body":"their goal. So this is, you"},{"speaker":"John Weaver","startTime":1270.549,"endTime":1273.519,"body":"know, just part of New York"},{"speaker":"John Weaver","startTime":1273.519,"endTime":1278.619,"body":"State, really leading the nation"},{"speaker":"John Weaver","startTime":1273.519,"endTime":1278.619,"body":"in terms of solar and batteries"},{"speaker":"John Weaver","startTime":1278.619,"endTime":1283.059,"body":"and everything. And so it's,"},{"speaker":"John Weaver","startTime":1278.619,"endTime":1283.059,"body":"it's pretty cool. So I just"},{"speaker":"John Weaver","startTime":1283.089,"endTime":1285.549,"body":"thought this is a great report."},{"speaker":"John Weaver","startTime":1283.089,"endTime":1285.549,"body":"They came out with a couple of"},{"speaker":"John Weaver","startTime":1285.549,"endTime":1288.789,"body":"reports at near the end of the"},{"speaker":"John Weaver","startTime":1285.549,"endTime":1288.789,"body":"year. One that and I will cover"},{"speaker":"John Weaver","startTime":1288.789,"endTime":1291.969,"body":"it later, but one that talks"},{"speaker":"John Weaver","startTime":1288.789,"endTime":1291.969,"body":"about the electrification of the"},{"speaker":"John Weaver","startTime":1291.969,"endTime":1299.739,"body":"whole state, and it includes a"},{"speaker":"John Weaver","startTime":1291.969,"endTime":1299.739,"body":"note that there may be 110 gigs"},{"speaker":"John Weaver","startTime":1300.429,"endTime":1305.589,"body":"of either wind plus solar or"},{"speaker":"John Weaver","startTime":1300.429,"endTime":1305.589,"body":"solar. And with full"},{"speaker":"John Weaver","startTime":1305.589,"endTime":1308.3790000000001,"body":"electrification this document if"},{"speaker":"John Weaver","startTime":1305.589,"endTime":1308.3790000000001,"body":"you get near the bottom, I think"},{"speaker":"John Weaver","startTime":1308.3790000000001,"endTime":1314.019,"body":"I show a chart showing 59"},{"speaker":"John Weaver","startTime":1308.3790000000001,"endTime":1314.019,"body":"gigawatts of solar by 2050. But"},{"speaker":"John Weaver","startTime":1314.049,"endTime":1317.3790000000001,"body":"not that much in wind. And so"},{"speaker":"John Weaver","startTime":1314.049,"endTime":1317.3790000000001,"body":"somewhere else, I saw another"},{"speaker":"John Weaver","startTime":1317.3790000000001,"endTime":1322.989,"body":"document showing closer to 110"},{"speaker":"John Weaver","startTime":1317.3790000000001,"endTime":1322.989,"body":"gigs of clean, and maybe maybe"},{"speaker":"John Weaver","startTime":1322.989,"endTime":1327.729,"body":"it is maybe it's 59 gigs of"},{"speaker":"John Weaver","startTime":1322.989,"endTime":1327.729,"body":"clean of solar by 2050. So that"},{"speaker":"John Weaver","startTime":1327.729,"endTime":1333.249,"body":"means New York, who is aiming"},{"speaker":"John Weaver","startTime":1327.729,"endTime":1333.249,"body":"for 10 gigs, by the end of the"},{"speaker":"John Weaver","startTime":1333.249,"endTime":1339.009,"body":"decade, has a lot of growth"},{"speaker":"John Weaver","startTime":1333.249,"endTime":1339.009,"body":"coming going forward. And, you"},{"speaker":"John Weaver","startTime":1339.009,"endTime":1342.219,"body":"know, as long as we're still"},{"speaker":"John Weaver","startTime":1339.009,"endTime":1342.219,"body":"alive, because by 2030, I'm"},{"speaker":"John Weaver","startTime":1342.219,"endTime":1348.969,"body":"going to be like 50. So I'm"},{"speaker":"John Weaver","startTime":1342.219,"endTime":1348.969,"body":"gonna be Executive Managing the"},{"speaker":"John Weaver","startTime":1348.969,"endTime":1349.809,"body":"sales, guys."},{"speaker":"Tim Montague","startTime":1350.95,"endTime":1356.77,"body":"I mean, as you"},{"speaker":"Tim Montague","startTime":1350.95,"endTime":1356.77,"body":"point out here, there's a lot of"},{"speaker":"Tim Montague","startTime":1356.77,"endTime":1361.9,"body":"peaker plants that are running"},{"speaker":"Tim Montague","startTime":1356.77,"endTime":1361.9,"body":"at very low capacity. And these"},{"speaker":"Tim Montague","startTime":1361.9,"endTime":1365.6200000000001,"body":"are going to get replaced with"},{"speaker":"Tim Montague","startTime":1361.9,"endTime":1365.6200000000001,"body":"batteries because peaker plants"},{"speaker":"Tim Montague","startTime":1365.6200000000001,"endTime":1372.73,"body":"are very expensive to maintain."},{"speaker":"Tim Montague","startTime":1365.6200000000001,"endTime":1372.73,"body":"And, and so the juice they"},{"speaker":"Tim Montague","startTime":1372.73,"endTime":1380.08,"body":"produces is very expensive. And"},{"speaker":"Tim Montague","startTime":1372.73,"endTime":1380.08,"body":"and so it's it's a nice economic"},{"speaker":"Tim Montague","startTime":1380.08,"endTime":1390.52,"body":"model right to replace these one"},{"speaker":"Tim Montague","startTime":1380.08,"endTime":1390.52,"body":"250 megawatt facilities. With"},{"speaker":"Tim Montague","startTime":1390.55,"endTime":1395.14,"body":"with batteries, and the train is"},{"speaker":"Tim Montague","startTime":1390.55,"endTime":1395.14,"body":"rolling, either these are these"},{"speaker":"Tim Montague","startTime":1395.14,"endTime":1397.69,"body":"already announced projects. It"},{"speaker":"Tim Montague","startTime":1395.14,"endTime":1397.69,"body":"looks like writing tables,"},{"speaker":"Tim Montague","startTime":1397.72,"endTime":1401.3500000000001,"body":"bookstore data center program"},{"speaker":"Tim Montague","startTime":1397.72,"endTime":1401.3500000000001,"body":"awarded projects. These are 10"},{"speaker":"Tim Montague","startTime":1401.3500000000001,"endTime":1410.05,"body":"to 1500 50 megawatt projects."},{"speaker":"Tim Montague","startTime":1401.3500000000001,"endTime":1410.05,"body":"I'm just looking at the"},{"speaker":"Tim Montague","startTime":1410.05,"endTime":1415.6000000000001,"body":"locations I'm not I'm not"},{"speaker":"Tim Montague","startTime":1410.05,"endTime":1415.6000000000001,"body":"familiar enough with the"},{"speaker":"Tim Montague","startTime":1415.6000000000001,"endTime":1417.46,"body":"counties. But you see,"},{"speaker":"John Weaver","startTime":1417.549,"endTime":1420.729,"body":"so you New York,"},{"speaker":"John Weaver","startTime":1417.549,"endTime":1420.729,"body":"Erie County is up. Yeah, those"},{"speaker":"John Weaver","startTime":1420.729,"endTime":1423.699,"body":"bottom ones Kings County kings"},{"speaker":"John Weaver","startTime":1420.729,"endTime":1423.699,"body":"and queens. That's the city."},{"speaker":"John Weaver","startTime":1424.119,"endTime":1427.839,"body":"Erie, Wyoming. All sir orange,"},{"speaker":"John Weaver","startTime":1424.119,"endTime":1427.839,"body":"green. Those are all upstate."},{"speaker":"Tim Montague","startTime":1430.21,"endTime":1431.41,"body":"Sir Saratoga was"},{"speaker":"Tim Montague","startTime":1430.21,"endTime":1431.41,"body":"upstate."},{"speaker":"John Weaver","startTime":1433.839,"endTime":1435.669,"body":"Areas way, way, way"},{"speaker":"John Weaver","startTime":1433.839,"endTime":1435.669,"body":"off sea."},{"speaker":"Tim Montague","startTime":1437.529,"endTime":1440.829,"body":"Green is is kind"},{"speaker":"Tim Montague","startTime":1437.529,"endTime":1440.829,"body":"of mid. That's Hudson Valley."},{"speaker":"Tim Montague","startTime":1440.829,"endTime":1441.699,"body":"Right? Yeah,"},{"speaker":"John Weaver","startTime":1441.7,"endTime":1444.25,"body":"Catskill that's"},{"speaker":"John Weaver","startTime":1441.7,"endTime":1444.25,"body":"just north of the city. But if"},{"speaker":"John Weaver","startTime":1444.25,"endTime":1448.51,"body":"you're in the city, that's way"},{"speaker":"John Weaver","startTime":1444.25,"endTime":1448.51,"body":"upstate. If you're from upstate,"},{"speaker":"John Weaver","startTime":1448.78,"endTime":1449.56,"body":"that's in the city."},{"speaker":"Tim Montague","startTime":1451.3600000000001,"endTime":1454.54,"body":"Right. Because"},{"speaker":"Tim Montague","startTime":1451.3600000000001,"endTime":1454.54,"body":"city, like Illinois that way."},{"speaker":"John Weaver","startTime":1454.839,"endTime":1458.799,"body":"Yeah, city city"},{"speaker":"John Weaver","startTime":1454.839,"endTime":1458.799,"body":"people live in Catskill. They'll"},{"speaker":"John Weaver","startTime":1458.799,"endTime":1462.6390000000001,"body":"take the train in Pekin and"},{"speaker":"John Weaver","startTime":1458.799,"endTime":1462.6390000000001,"body":"Catskill, Poughkeepsie, White"},{"speaker":"John Weaver","startTime":1462.6390000000001,"endTime":1467.529,"body":"Plains a lot. You know, but so"},{"speaker":"John Weaver","startTime":1462.6390000000001,"endTime":1467.529,"body":"so if you're there is like,"},{"speaker":"John Weaver","startTime":1467.529,"endTime":1472.209,"body":"yeah, you're one of those people"},{"speaker":"John Weaver","startTime":1467.529,"endTime":1472.209,"body":"from the city. You get that city"},{"speaker":"John Weaver","startTime":1472.209,"endTime":1479.109,"body":"accent. So New York's coming"},{"speaker":"John Weaver","startTime":1472.209,"endTime":1479.109,"body":"hard man, New York is a state to"},{"speaker":"John Weaver","startTime":1479.109,"endTime":1483.1290000000001,"body":"watch. And it's a state to"},{"speaker":"John Weaver","startTime":1479.109,"endTime":1483.1290000000001,"body":"watch, not only for us"},{"speaker":"John Weaver","startTime":1483.1290000000001,"endTime":1487.239,"body":"professionals, but it's a state"},{"speaker":"John Weaver","startTime":1483.1290000000001,"endTime":1487.239,"body":"to watch if you are a regulator,"},{"speaker":"John Weaver","startTime":1487.659,"endTime":1492.009,"body":"because New York can teach you"},{"speaker":"John Weaver","startTime":1487.659,"endTime":1492.009,"body":"how to do your state in an"},{"speaker":"John Weaver","startTime":1492.009,"endTime":1495.609,"body":"economic intelligent manner. I"},{"speaker":"John Weaver","startTime":1492.009,"endTime":1495.609,"body":"mean, they got some smart people"},{"speaker":"John Weaver","startTime":1495.609,"endTime":1501.099,"body":"in New York. New York State"},{"speaker":"John Weaver","startTime":1495.609,"endTime":1501.099,"body":"should draft me to join them as"},{"speaker":"John Weaver","startTime":1501.099,"endTime":1504.699,"body":"a as a citizen. And I will join"},{"speaker":"John Weaver","startTime":1501.099,"endTime":1504.699,"body":"there smart people, I don't know"},{"speaker":"John Weaver","startTime":1504.699,"endTime":1506.799,"body":"if I would get into the draft"},{"speaker":"John Weaver","startTime":1504.699,"endTime":1506.799,"body":"queue. And I have to get into"},{"speaker":"John Weaver","startTime":1506.799,"endTime":1509.8890000000001,"body":"the ancillary draft because I"},{"speaker":"John Weaver","startTime":1506.799,"endTime":1509.8890000000001,"body":"got so many smart people"},{"speaker":"John Weaver","startTime":1509.8890000000001,"endTime":1513.519,"body":"already. So I'll be on the I'll"},{"speaker":"John Weaver","startTime":1509.8890000000001,"endTime":1513.519,"body":"be on the triple A team maybe."},{"speaker":"John Weaver","startTime":1514.779,"endTime":1517.719,"body":"And still get paid well, and"},{"speaker":"John Weaver","startTime":1514.779,"endTime":1517.719,"body":"you're living in New York state."},{"speaker":"John Weaver","startTime":1517.719,"endTime":1520.449,"body":"So in a bad place. Wonderful"},{"speaker":"John Weaver","startTime":1517.719,"endTime":1520.449,"body":"place."},{"speaker":"Tim Montague","startTime":1523.569,"endTime":1526.359,"body":"We are already"},{"speaker":"Tim Montague","startTime":1523.569,"endTime":1526.359,"body":"working in New York state. So"},{"speaker":"Tim Montague","startTime":1526.359,"endTime":1528.759,"body":"building there. Why do you why"},{"speaker":"Tim Montague","startTime":1526.359,"endTime":1528.759,"body":"do you have to move there?"},{"speaker":"John Weaver","startTime":1529.39,"endTime":1532.15,"body":"I'll just say I'm"},{"speaker":"John Weaver","startTime":1529.39,"endTime":1532.15,"body":"from New York. Yes. Say that"},{"speaker":"John Weaver","startTime":1532.15,"endTime":1536.5,"body":"with a little. Make sure"},{"speaker":"John Weaver","startTime":1532.15,"endTime":1536.5,"body":"everybody knows. That's why"},{"speaker":"John Weaver","startTime":1536.5,"endTime":1541.6000000000001,"body":"everybody will hate me, because"},{"speaker":"John Weaver","startTime":1536.5,"endTime":1541.6000000000001,"body":"I'll let them know. And then"},{"speaker":"John Weaver","startTime":1541.6000000000001,"endTime":1544.09,"body":"I'll tell them I'm a Yankee fan"},{"speaker":"John Weaver","startTime":1541.6000000000001,"endTime":1544.09,"body":"as I got my Boston head on, just"},{"speaker":"John Weaver","startTime":1544.09,"endTime":1549.3700000000001,"body":"to jab them a little more. You"},{"speaker":"John Weaver","startTime":1544.09,"endTime":1549.3700000000001,"body":"know, I think the Yankees and"},{"speaker":"John Weaver","startTime":1549.3700000000001,"endTime":1553.54,"body":"the Cowboys are both the most"},{"speaker":"John Weaver","startTime":1549.3700000000001,"endTime":1553.54,"body":"light and hated sports teams in"},{"speaker":"John Weaver","startTime":1553.54,"endTime":1557.38,"body":"the United States. Because they"},{"speaker":"John Weaver","startTime":1553.54,"endTime":1557.38,"body":"went too much and too many fans."},{"speaker":"John Weaver","startTime":1557.38,"endTime":1559.48,"body":"Yeah, I think the Cowboys are"},{"speaker":"John Weaver","startTime":1557.38,"endTime":1559.48,"body":"considered the most popular"},{"speaker":"John Weaver","startTime":1559.48,"endTime":1563.2,"body":"sports team. In the US. I'm not"},{"speaker":"John Weaver","startTime":1559.48,"endTime":1563.2,"body":"exactly sure I don't fall in"},{"speaker":"John Weaver","startTime":1563.2,"endTime":1565.3,"body":"love sports, but I know the"},{"speaker":"John Weaver","startTime":1563.2,"endTime":1565.3,"body":"Yankees and cowboys are like"},{"speaker":"John Weaver","startTime":1565.3,"endTime":1569.65,"body":"number one. Number two, they"},{"speaker":"John Weaver","startTime":1565.3,"endTime":1569.65,"body":"flip flop. The Lakers are"},{"speaker":"John Weaver","startTime":1569.65,"endTime":1571.84,"body":"probably number three. But I"},{"speaker":"John Weaver","startTime":1569.65,"endTime":1571.84,"body":"don't know if basketball has the"},{"speaker":"John Weaver","startTime":1571.84,"endTime":1575.8,"body":"same following as football and"},{"speaker":"John Weaver","startTime":1571.84,"endTime":1575.8,"body":"baseball. It might be number"},{"speaker":"John Weaver","startTime":1575.8,"endTime":1579.28,"body":"one, actually. Hey, I know. I"},{"speaker":"John Weaver","startTime":1575.8,"endTime":1579.28,"body":"follow more sports. I know. I"},{"speaker":"John Weaver","startTime":1579.28,"endTime":1583.66,"body":"know. Too much work too much"},{"speaker":"John Weaver","startTime":1579.28,"endTime":1583.66,"body":"solar work. Eat watch, drink"},{"speaker":"John Weaver","startTime":1583.66,"endTime":1586.51,"body":"more beers. Watch more football."},{"speaker":"John Weaver","startTime":1583.66,"endTime":1586.51,"body":"That's good life."},{"speaker":"Tim Montague","startTime":1587.529,"endTime":1590.679,"body":"I just watched my"},{"speaker":"Tim Montague","startTime":1587.529,"endTime":1590.679,"body":"friends feud over Cardinals."},{"speaker":"Tim Montague","startTime":1591.429,"endTime":1596.259,"body":"Cubs. That's the feud here in"},{"speaker":"Tim Montague","startTime":1591.429,"endTime":1596.259,"body":"Illinois. That's good one. But"},{"speaker":"John Weaver","startTime":1596.769,"endTime":1599.199,"body":"wait. Illinois"},{"speaker":"John Weaver","startTime":1596.769,"endTime":1599.199,"body":"people care about what's going"},{"speaker":"John Weaver","startTime":1599.199,"endTime":1599.859,"body":"on Missouri."},{"speaker":"Tim Montague","startTime":1600.339,"endTime":1603.219,"body":"That's right in"},{"speaker":"Tim Montague","startTime":1600.339,"endTime":1603.219,"body":"central and Southern Illinois"},{"speaker":"Tim Montague","startTime":1603.219,"endTime":1606.669,"body":"everyone's a Cardinals fan. But"},{"speaker":"Tim Montague","startTime":1603.219,"endTime":1606.669,"body":"here in central Illinois,"},{"speaker":"Tim Montague","startTime":1606.669,"endTime":1611.199,"body":"there's a lot of Cubs fans here"},{"speaker":"Tim Montague","startTime":1606.669,"endTime":1611.199,"body":"too. We're halfway between St."},{"speaker":"Tim Montague","startTime":1611.199,"endTime":1612.609,"body":"Louis and Chicago. So,"},{"speaker":"John Weaver","startTime":1613.029,"endTime":1615.339,"body":"so the Cardinals"},{"speaker":"John Weaver","startTime":1613.029,"endTime":1615.339,"body":"fans based on a little bit of"},{"speaker":"John Weaver","startTime":1615.489,"endTime":1617.949,"body":"dislike of the city people."},{"speaker":"Tim Montague","startTime":1618.039,"endTime":1619.569,"body":"That's right."},{"speaker":"Tim Montague","startTime":1618.039,"endTime":1619.569,"body":"People don't like Chicago."},{"speaker":"Tim Montague","startTime":1619.599,"endTime":1622.029,"body":"There's there's a fair number of"},{"speaker":"Tim Montague","startTime":1619.599,"endTime":1622.029,"body":"people that don't like Chicago."},{"speaker":"John Weaver","startTime":1622.269,"endTime":1623.679,"body":"That's good. That's"},{"speaker":"John Weaver","startTime":1622.269,"endTime":1623.679,"body":"funny. I like that."},{"speaker":"Tim Montague","startTime":1628.3600000000001,"endTime":1635.17,"body":"It's the Old City,"},{"speaker":"Tim Montague","startTime":1628.3600000000001,"endTime":1635.17,"body":"rural thing. So the St. Louis"},{"speaker":"Tim Montague","startTime":1635.17,"endTime":1637.66,"body":"isn't the city St. Louis is very"},{"speaker":"Tim Montague","startTime":1635.17,"endTime":1637.66,"body":"much a city. It's just a small"},{"speaker":"Tim Montague","startTime":1637.66,"endTime":1638.05,"body":"city."},{"speaker":"John Weaver","startTime":1640.029,"endTime":1642.159,"body":"By the way, I went"},{"speaker":"John Weaver","startTime":1640.029,"endTime":1642.159,"body":"to St. Louis this past summer."},{"speaker":"John Weaver","startTime":1642.189,"endTime":1647.259,"body":"No two summers ago when I"},{"speaker":"John Weaver","startTime":1642.189,"endTime":1647.259,"body":"visited you. And the I want to"},{"speaker":"John Weaver","startTime":1647.259,"endTime":1653.409,"body":"call the gateway. What's it?"},{"speaker":"John Weaver","startTime":1647.259,"endTime":1653.409,"body":"That thing is cool, dude. The"},{"speaker":"John Weaver","startTime":1653.469,"endTime":1656.3790000000001,"body":"what's it called officially,"},{"speaker":"John Weaver","startTime":1653.469,"endTime":1656.3790000000001,"body":"though? Oh,"},{"speaker":"Tim Montague","startTime":1656.74,"endTime":1660.07,"body":"I don't know. I"},{"speaker":"Tim Montague","startTime":1656.74,"endTime":1660.07,"body":"can tell you the arch."},{"speaker":"John Weaver","startTime":1660.16,"endTime":1661.15,"body":"The arch arch."},{"speaker":"Tim Montague","startTime":1662.1100000000001,"endTime":1665.53,"body":"Arch. Arch is"},{"speaker":"Tim Montague","startTime":1662.1100000000001,"endTime":1665.53,"body":"where the where the elevator"},{"speaker":"Tim Montague","startTime":1665.53,"endTime":1666.82,"body":"twists as it goes up."},{"speaker":"John Weaver","startTime":1667.749,"endTime":1670.059,"body":"That was there."},{"speaker":"John Weaver","startTime":1667.749,"endTime":1670.059,"body":"There's an elevator in it."},{"speaker":"Tim Montague","startTime":1670.209,"endTime":1671.469,"body":"There's an"},{"speaker":"Tim Montague","startTime":1670.209,"endTime":1671.469,"body":"elevator and you can go up"},{"speaker":"Tim Montague","startTime":1671.469,"endTime":1672.459,"body":"inside the arch. Yeah."},{"speaker":"John Weaver","startTime":1673.089,"endTime":1675.099,"body":"I guess I gotta go"},{"speaker":"John Weaver","startTime":1673.089,"endTime":1675.099,"body":"back. I have no idea."},{"speaker":"Tim Montague","startTime":1675.22,"endTime":1676.72,"body":"You think about"},{"speaker":"Tim Montague","startTime":1675.22,"endTime":1676.72,"body":"it. You start here on the"},{"speaker":"Tim Montague","startTime":1676.72,"endTime":1681.94,"body":"ground, the elevators like this."},{"speaker":"Tim Montague","startTime":1676.72,"endTime":1681.94,"body":"And then if you if it didn't"},{"speaker":"Tim Montague","startTime":1681.94,"endTime":1684.46,"body":"turn, you'd be upside down when"},{"speaker":"Tim Montague","startTime":1681.94,"endTime":1684.46,"body":"you got to the top of the art so"},{"speaker":"Tim Montague","startTime":1684.46,"endTime":1685.84,"body":"it actually twists."},{"speaker":"John Weaver","startTime":1687.13,"endTime":1689.38,"body":"I'm going to be"},{"speaker":"John Weaver","startTime":1687.13,"endTime":1689.38,"body":"absolutely terrified of that."},{"speaker":"John Weaver","startTime":1689.41,"endTime":1692.5,"body":"But that sounds so cool. So I"},{"speaker":"John Weaver","startTime":1689.41,"endTime":1692.5,"body":"guess I got a good reason to"},{"speaker":"John Weaver","startTime":1692.5,"endTime":1693.58,"body":"come back and visit you again."},{"speaker":"Tim Montague","startTime":1693.789,"endTime":1695.919,"body":"It's a little"},{"speaker":"Tim Montague","startTime":1693.789,"endTime":1695.919,"body":"claustrophobic. The elevator"},{"speaker":"Tim Montague","startTime":1695.919,"endTime":1700.449,"body":"cars are very small. They see"},{"speaker":"Tim Montague","startTime":1695.919,"endTime":1700.449,"body":"like four people. It's kind of"},{"speaker":"Tim Montague","startTime":1700.449,"endTime":1703.299,"body":"like a funicular. If you've ever"},{"speaker":"Tim Montague","startTime":1700.449,"endTime":1703.299,"body":"been on a funicular,"},{"speaker":"John Weaver","startTime":1703.359,"endTime":1704.8890000000001,"body":"but I don't even"},{"speaker":"John Weaver","startTime":1703.359,"endTime":1704.8890000000001,"body":"know what that word means."},{"speaker":"Tim Montague","startTime":1706.15,"endTime":1709.06,"body":"It's a special"},{"speaker":"Tim Montague","startTime":1706.15,"endTime":1709.06,"body":"kind of rail car slash tram. But"},{"speaker":"Tim Montague","startTime":1709.06,"endTime":1713.74,"body":"it runs on it runs on rails. And"},{"speaker":"Tim Montague","startTime":1709.06,"endTime":1713.74,"body":"they use it to go up steep"},{"speaker":"Tim Montague","startTime":1713.74,"endTime":1714.46,"body":"mountains."},{"speaker":"John Weaver","startTime":1717.49,"endTime":1722.17,"body":"As well, you would"},{"speaker":"John Weaver","startTime":1717.49,"endTime":1722.17,"body":"know about that. I would. All"},{"speaker":"John Weaver","startTime":1722.17,"endTime":1726.43,"body":"right, cool. So we talked about"},{"speaker":"John Weaver","startTime":1722.17,"endTime":1726.43,"body":"terawatt hours of batteries are"},{"speaker":"John Weaver","startTime":1726.46,"endTime":1727.03,"body":"all we want"},{"speaker":"Tim Montague","startTime":1727.029,"endTime":1729.8790000000001,"body":"from terawatt"},{"speaker":"Tim Montague","startTime":1727.029,"endTime":1729.8790000000001,"body":"hours, man Simon horse."},{"speaker":"John Weaver","startTime":1730.18,"endTime":1734.14,"body":"Simon, of course it"},{"speaker":"John Weaver","startTime":1730.18,"endTime":1734.14,"body":"is. This is Simon's tweets. I"},{"speaker":"John Weaver","startTime":1734.14,"endTime":1738.43,"body":"watched his tweet now whenever"},{"speaker":"John Weaver","startTime":1734.14,"endTime":1738.43,"body":"he does the update. This is my I"},{"speaker":"John Weaver","startTime":1738.43,"endTime":1742.0,"body":"make sure to bookmark it. And"},{"speaker":"John Weaver","startTime":1738.43,"endTime":1742.0,"body":"this was his update at the end"},{"speaker":"John Weaver","startTime":1742.0,"endTime":1746.02,"body":"of the year. There's nothing on"},{"speaker":"John Weaver","startTime":1742.0,"endTime":1746.02,"body":"the link, just some talk. But"},{"speaker":"John Weaver","startTime":1747.46,"endTime":1753.4,"body":"this is his 2020 31 capacity. We"},{"speaker":"John Weaver","startTime":1747.46,"endTime":1753.4,"body":"broke eight gigs, which is eight"},{"speaker":"John Weaver","startTime":1753.4,"endTime":1757.57,"body":"terawatt hours of manufacturing"},{"speaker":"John Weaver","startTime":1753.4,"endTime":1757.57,"body":"capacity projected. And of"},{"speaker":"John Weaver","startTime":1757.57,"endTime":1762.67,"body":"course China still dominates."},{"speaker":"John Weaver","startTime":1757.57,"endTime":1762.67,"body":"It's 68%. But North America plus"},{"speaker":"John Weaver","startTime":1762.67,"endTime":1770.05,"body":"Europe. That's 27 28%. That's"},{"speaker":"John Weaver","startTime":1762.67,"endTime":1770.05,"body":"not a trivial number. Yeah,"},{"speaker":"John Weaver","startTime":1770.08,"endTime":1773.2,"body":"that's cool. That's quarter of"},{"speaker":"John Weaver","startTime":1770.08,"endTime":1773.2,"body":"it. And as we saw, you know, the"},{"speaker":"John Weaver","startTime":1773.2,"endTime":1779.02,"body":"US has over a terawatt now. So,"},{"speaker":"John Weaver","startTime":1773.2,"endTime":1779.02,"body":"you know, 13% Let's see if 13 of"},{"speaker":"John Weaver","startTime":1779.05,"endTime":1787.42,"body":"eight is CFR math checks out"},{"speaker":"John Weaver","startTime":1779.05,"endTime":1787.42,"body":"here. If let's see what eight"},{"speaker":"John Weaver","startTime":1787.42,"endTime":1792.16,"body":"times point one terawatt. So"},{"speaker":"John Weaver","startTime":1787.42,"endTime":1792.16,"body":"yeah, so this number lines up"},{"speaker":"John Weaver","startTime":1792.16,"endTime":1795.7,"body":"with the number that came out of"},{"speaker":"John Weaver","startTime":1792.16,"endTime":1795.7,"body":"Aragon, I wonder if he's, he's"},{"speaker":"John Weaver","startTime":1795.7,"endTime":1800.2,"body":"consulting with them given them"},{"speaker":"John Weaver","startTime":1795.7,"endTime":1800.2,"body":"info. But, you know, that's"},{"speaker":"John Weaver","startTime":1800.2,"endTime":1805.18,"body":"that's a terawatt of capacity in"},{"speaker":"John Weaver","startTime":1800.2,"endTime":1805.18,"body":"Europe and North America, by the"},{"speaker":"John Weaver","startTime":1805.21,"endTime":1807.67,"body":"by near the end of the decade,"},{"speaker":"John Weaver","startTime":1805.21,"endTime":1807.67,"body":"and that number is gonna grow"},{"speaker":"John Weaver","startTime":1807.67,"endTime":1810.97,"body":"probably before the end of the"},{"speaker":"John Weaver","startTime":1807.67,"endTime":1810.97,"body":"decade. So we might hit that"},{"speaker":"John Weaver","startTime":1811.1200000000001,"endTime":1817.84,"body":"eight terawatts before 2031. But"},{"speaker":"John Weaver","startTime":1811.1200000000001,"endTime":1817.84,"body":"we'll see. But that's just just"},{"speaker":"John Weaver","startTime":1817.84,"endTime":1821.83,"body":"a cool chart. You know, it's"},{"speaker":"John Weaver","startTime":1817.84,"endTime":1821.83,"body":"growing fast just like solar is"},{"speaker":"John Weaver","startTime":1821.83,"endTime":1824.6200000000001,"body":"growing and you know, what, our"},{"speaker":"John Weaver","startTime":1821.83,"endTime":1824.6200000000001,"body":"next story will be about a solar"},{"speaker":"John Weaver","startTime":1824.6200000000001,"endTime":1829.54,"body":"growth number. And you know, the"},{"speaker":"John Weaver","startTime":1824.6200000000001,"endTime":1829.54,"body":"see the batteries, the wind and"},{"speaker":"John Weaver","startTime":1829.54,"endTime":1832.6000000000001,"body":"the solar growing is cool. I"},{"speaker":"John Weaver","startTime":1829.54,"endTime":1832.6000000000001,"body":"don't hear as much about the"},{"speaker":"John Weaver","startTime":1832.6000000000001,"endTime":1835.18,"body":"wind capacity manufacturing"},{"speaker":"John Weaver","startTime":1832.6000000000001,"endTime":1835.18,"body":"growing right now, they have"},{"speaker":"John Weaver","startTime":1835.18,"endTime":1837.58,"body":"some challenges in their"},{"speaker":"John Weaver","startTime":1835.18,"endTime":1837.58,"body":"industry with profitability,"},{"speaker":"John Weaver","startTime":1838.0,"endTime":1842.74,"body":"because it's just, it's harder."},{"speaker":"John Weaver","startTime":1838.0,"endTime":1842.74,"body":"You know, a lot of its European"},{"speaker":"John Weaver","startTime":1842.74,"endTime":1846.28,"body":"based it doesn't have the same"},{"speaker":"John Weaver","startTime":1842.74,"endTime":1846.28,"body":"financial underwriting that the"},{"speaker":"John Weaver","startTime":1846.28,"endTime":1848.5,"body":"Chinese do for their"},{"speaker":"John Weaver","startTime":1846.28,"endTime":1848.5,"body":"manufacturing companies and"},{"speaker":"John Weaver","startTime":1848.5,"endTime":1852.67,"body":"their industrial policy. So we"},{"speaker":"John Weaver","startTime":1848.5,"endTime":1852.67,"body":"got to we got to see what's how"},{"speaker":"John Weaver","startTime":1852.67,"endTime":1855.73,"body":"the wind industry is going to"},{"speaker":"John Weaver","startTime":1852.67,"endTime":1855.73,"body":"scale. But it's it's, it's"},{"speaker":"John Weaver","startTime":1855.73,"endTime":1859.57,"body":"common, so but the solar"},{"speaker":"John Weaver","startTime":1855.73,"endTime":1859.57,"body":"industry, man, it's it's right"},{"speaker":"John Weaver","startTime":1859.57,"endTime":1861.82,"body":"next, you know, batteries are"},{"speaker":"John Weaver","startTime":1859.57,"endTime":1861.82,"body":"catching up with solar and this"},{"speaker":"John Weaver","startTime":1861.82,"endTime":1865.42,"body":"year, the solar industry, hit a"},{"speaker":"John Weaver","startTime":1861.82,"endTime":1865.42,"body":"massive jump and deploying"},{"speaker":"John Weaver","startTime":1865.42,"endTime":1872.17,"body":"volume. 268 gigawatts is the"},{"speaker":"John Weaver","startTime":1865.42,"endTime":1872.17,"body":"current estimation from"},{"speaker":"John Weaver","startTime":1873.19,"endTime":1877.33,"body":"Bloomberg Nef. And, and it's"},{"speaker":"John Weaver","startTime":1873.19,"endTime":1877.33,"body":"gonna keep growing"},{"speaker":"Tim Montague","startTime":1877.329,"endTime":1880.059,"body":"story all i want"},{"speaker":"Tim Montague","startTime":1877.329,"endTime":1880.059,"body":"for Christmas is 400 gigawatts"},{"speaker":"Tim Montague","startTime":1880.059,"endTime":1883.299,"body":"of solar installed in 2023."},{"speaker":"Tim Montague","startTime":1880.059,"endTime":1883.299,"body":"That's referring to the"},{"speaker":"Tim Montague","startTime":1883.299,"endTime":1884.289,"body":"Global's?"},{"speaker":"John Weaver","startTime":1884.589,"endTime":1888.999,"body":"Yes, sir, yes, sir."},{"speaker":"John Weaver","startTime":1884.589,"endTime":1888.999,"body":"Or or Tim Montague consulting."},{"speaker":"John Weaver","startTime":1889.509,"endTime":1890.259,"body":"One or the other?"},{"speaker":"Tim Montague","startTime":1890.68,"endTime":1898.42,"body":"Yes, of course."},{"speaker":"Tim Montague","startTime":1890.68,"endTime":1898.42,"body":"So, you know, the good news here"},{"speaker":"Tim Montague","startTime":1898.42,"endTime":1901.66,"body":"is that the US I mean, the world"},{"speaker":"Tim Montague","startTime":1898.42,"endTime":1901.66,"body":"had a good year for solar in"},{"speaker":"Tim Montague","startTime":1901.66,"endTime":1906.16,"body":"2022. Oh, yes, we installed a"},{"speaker":"Tim Montague","startTime":1901.66,"endTime":1906.16,"body":"record amount of solar, the US"},{"speaker":"Tim Montague","startTime":1906.16,"endTime":1911.17,"body":"fell short of anticipated"},{"speaker":"Tim Montague","startTime":1906.16,"endTime":1911.17,"body":"numbers. Correct. And I'm just"},{"speaker":"Tim Montague","startTime":1911.17,"endTime":1918.19,"body":"curious, if you when you think"},{"speaker":"Tim Montague","startTime":1911.17,"endTime":1918.19,"body":"about that, like, why is why are"},{"speaker":"Tim Montague","startTime":1918.19,"endTime":1921.43,"body":"things so different in in Europe"},{"speaker":"Tim Montague","startTime":1918.19,"endTime":1921.43,"body":"and Asia than they are in the"},{"speaker":"Tim Montague","startTime":1921.43,"endTime":1925.8700000000001,"body":"US? I don't I don't, I don't"},{"speaker":"Tim Montague","startTime":1921.43,"endTime":1925.8700000000001,"body":"quite get it, although maybe,"},{"speaker":"Tim Montague","startTime":1926.6200000000001,"endTime":1929.68,"body":"maybe there's more manufacturing"},{"speaker":"Tim Montague","startTime":1926.6200000000001,"endTime":1929.68,"body":"in Asia. So they have ready your"},{"speaker":"Tim Montague","startTime":1929.68,"endTime":1934.1200000000001,"body":"access, we're getting stuff off"},{"speaker":"Tim Montague","startTime":1929.68,"endTime":1934.1200000000001,"body":"the boat, which is stacking in a"},{"speaker":"Tim Montague","startTime":1934.1200000000001,"endTime":1934.84,"body":"harbor"},{"speaker":"John Weaver","startTime":1935.17,"endTime":1939.49,"body":"words. That's what"},{"speaker":"John Weaver","startTime":1935.17,"endTime":1939.49,"body":"the issue is. We had these"},{"speaker":"John Weaver","startTime":1939.49,"endTime":1945.88,"body":"tariffs that, you know, then the"},{"speaker":"John Weaver","startTime":1939.49,"endTime":1945.88,"body":"next the oxen lawsuits killed"},{"speaker":"John Weaver","startTime":1945.88,"endTime":1949.42,"body":"us. So they were first filed,"},{"speaker":"John Weaver","startTime":1945.88,"endTime":1949.42,"body":"the oxen lawsuits were first"},{"speaker":"John Weaver","startTime":1949.42,"endTime":1955.06,"body":"filed in 21. And that put a hold"},{"speaker":"John Weaver","startTime":1949.42,"endTime":1955.06,"body":"on things in 21, and then"},{"speaker":"John Weaver","startTime":1955.06,"endTime":1960.01,"body":"whacked 22. And then we had so"},{"speaker":"John Weaver","startTime":1955.06,"endTime":1960.01,"body":"much uncertainty and 21, going"},{"speaker":"John Weaver","startTime":1960.01,"endTime":1963.52,"body":"into 22, and then for half from"},{"speaker":"John Weaver","startTime":1960.01,"endTime":1963.52,"body":"22. So we got all the way"},{"speaker":"John Weaver","startTime":1963.52,"endTime":1968.02,"body":"through, like, you know, we got"},{"speaker":"John Weaver","startTime":1963.52,"endTime":1968.02,"body":"through July before Biden said"},{"speaker":"John Weaver","startTime":1968.02,"endTime":1971.59,"body":"there would be a two year hold"},{"speaker":"John Weaver","startTime":1968.02,"endTime":1971.59,"body":"on import tariffs. And then we"},{"speaker":"John Weaver","startTime":1971.59,"endTime":1974.83,"body":"didn't get the commerce position"},{"speaker":"John Weaver","startTime":1971.59,"endTime":1974.83,"body":"until like November, like late"},{"speaker":"John Weaver","startTime":1974.83,"endTime":1979.03,"body":"November, early December. So we"},{"speaker":"John Weaver","startTime":1974.83,"endTime":1979.03,"body":"had tons of the utility scale"},{"speaker":"John Weaver","startTime":1979.03,"endTime":1982.66,"body":"people. And this is the key"},{"speaker":"John Weaver","startTime":1979.03,"endTime":1982.66,"body":"driver. So residential solar"},{"speaker":"John Weaver","startTime":1982.66,"endTime":1986.89,"body":"grew 20 25%. In the United"},{"speaker":"John Weaver","startTime":1982.66,"endTime":1986.89,"body":"States, residential solar had no"},{"speaker":"John Weaver","startTime":1986.92,"endTime":1991.24,"body":"fall off, commercial solar"},{"speaker":"John Weaver","startTime":1986.92,"endTime":1991.24,"body":"stayed flat, utility solar"},{"speaker":"John Weaver","startTime":1991.3,"endTime":1995.2,"body":"dropped, and the utility solar"},{"speaker":"John Weaver","startTime":1991.3,"endTime":1995.2,"body":"dropped, because utility scale"},{"speaker":"John Weaver","startTime":1995.2,"endTime":2001.1100000000001,"body":"projects are super sensitive to"},{"speaker":"John Weaver","startTime":1995.2,"endTime":2001.1100000000001,"body":"one to three cents, let alone 10"},{"speaker":"John Weaver","startTime":2001.17,"endTime":2006.06,"body":"or 15 cents or 20 cents even."},{"speaker":"John Weaver","startTime":2001.17,"endTime":2006.06,"body":"And if there were retroactive"},{"speaker":"John Weaver","startTime":2006.06,"endTime":2009.75,"body":"tariffs on a utility scale"},{"speaker":"John Weaver","startTime":2006.06,"endTime":2009.75,"body":"projects, man, there's some"},{"speaker":"John Weaver","startTime":2009.75,"endTime":2013.92,"body":"bankruptcies happening. So, so"},{"speaker":"John Weaver","startTime":2009.75,"endTime":2013.92,"body":"what it was all about was"},{"speaker":"John Weaver","startTime":2013.95,"endTime":2018.54,"body":"oxygen. And oxygen was probably"},{"speaker":"John Weaver","startTime":2013.95,"endTime":2018.54,"body":"funded by first solar, I hope we"},{"speaker":"John Weaver","startTime":2018.54,"endTime":2021.8700000000001,"body":"don't get sued for me saying"},{"speaker":"John Weaver","startTime":2018.54,"endTime":2021.8700000000001,"body":"that maybe it was funded by some"},{"speaker":"John Weaver","startTime":2021.8700000000001,"endTime":2025.08,"body":"oil interests, it was definitely"},{"speaker":"John Weaver","startTime":2021.8700000000001,"endTime":2025.08,"body":"not funded by the dude, who's"},{"speaker":"John Weaver","startTime":2025.08,"endTime":2028.5,"body":"that oxygen, man, that company"},{"speaker":"John Weaver","startTime":2025.08,"endTime":2028.5,"body":"sucks. I hope we interview them,"},{"speaker":"John Weaver","startTime":2028.5,"endTime":2031.68,"body":"and I get yelled at them. But"},{"speaker":"John Weaver","startTime":2028.5,"endTime":2031.68,"body":"they're the ones that whacked"},{"speaker":"John Weaver","startTime":2031.71,"endTime":2036.45,"body":"five to eight gigawatts off of"},{"speaker":"John Weaver","startTime":2031.71,"endTime":2036.45,"body":"deployed us capacity. I mean,"},{"speaker":"John Weaver","startTime":2036.45,"endTime":2039.48,"body":"there were some people saying we"},{"speaker":"John Weaver","startTime":2036.45,"endTime":2039.48,"body":"might get like 3040 gigs at some"},{"speaker":"John Weaver","startTime":2039.48,"endTime":2043.47,"body":"point. And we ended up with"},{"speaker":"John Weaver","startTime":2039.48,"endTime":2043.47,"body":"like, 2022, something like that."},{"speaker":"John Weaver","startTime":2043.71,"endTime":2046.68,"body":"So this chart right here is my"},{"speaker":"John Weaver","startTime":2043.71,"endTime":2046.68,"body":"favorite. If you can zoom in on"},{"speaker":"John Weaver","startTime":2046.68,"endTime":2049.11,"body":"that one just a little bit, it's"},{"speaker":"John Weaver","startTime":2046.68,"endTime":2049.11,"body":"hard to see the background,"},{"speaker":"John Weaver","startTime":2049.14,"endTime":2052.92,"body":"maybe I shouldn't have done it"},{"speaker":"John Weaver","startTime":2049.14,"endTime":2052.92,"body":"light blue. But this chart are"},{"speaker":"John Weaver","startTime":2052.92,"endTime":2056.79,"body":"projections, because I collect"},{"speaker":"John Weaver","startTime":2052.92,"endTime":2056.79,"body":"projections from various groups."},{"speaker":"John Weaver","startTime":2057.06,"endTime":2060.42,"body":"And these are the projections of"},{"speaker":"John Weaver","startTime":2057.06,"endTime":2060.42,"body":"the world. And if you look at"},{"speaker":"John Weaver","startTime":2060.42,"endTime":2064.2,"body":"the end of last year, where the"},{"speaker":"John Weaver","startTime":2060.42,"endTime":2064.2,"body":"projections were, versus the end"},{"speaker":"John Weaver","startTime":2064.2,"endTime":2068.5499999999997,"body":"of, or the beginning of the end"},{"speaker":"John Weaver","startTime":2064.2,"endTime":2068.5499999999997,"body":"of 21. So the end of two years"},{"speaker":"John Weaver","startTime":2068.5499999999997,"endTime":2073.38,"body":"ago, where the projections were"},{"speaker":"John Weaver","startTime":2068.5499999999997,"endTime":2073.38,"body":"versus the end of last year, you"},{"speaker":"John Weaver","startTime":2073.38,"endTime":2075.72,"body":"can see not only did the"},{"speaker":"John Weaver","startTime":2073.38,"endTime":2075.72,"body":"capacity grow, but the"},{"speaker":"John Weaver","startTime":2075.72,"endTime":2080.97,"body":"projections grew just as much."},{"speaker":"John Weaver","startTime":2075.72,"endTime":2080.97,"body":"And so we had a massive change"},{"speaker":"John Weaver","startTime":2080.97,"endTime":2085.5299999999997,"body":"this year and 47% growth versus"},{"speaker":"John Weaver","startTime":2080.97,"endTime":2085.5299999999997,"body":"last year, if we use the"},{"speaker":"John Weaver","startTime":2085.5299999999997,"endTime":2091.0499999999997,"body":"Bloomberg numbers, you know, 182"},{"speaker":"John Weaver","startTime":2085.5299999999997,"endTime":2091.0499999999997,"body":"versus 268. That's exponential,"},{"speaker":"John Weaver","startTime":2091.08,"endTime":2095.25,"body":"that's X S curve stuff, Tim,"},{"speaker":"John Weaver","startTime":2091.08,"endTime":2095.25,"body":"that's like big time, like,"},{"speaker":"John Weaver","startTime":2096.0,"endTime":2100.08,"body":"scroll up a tiny bit, a couple"},{"speaker":"John Weaver","startTime":2096.0,"endTime":2100.08,"body":"to a couple images. So not that"},{"speaker":"John Weaver","startTime":2100.08,"endTime":2103.53,"body":"one, the next one up. The Boomer"},{"speaker":"John Weaver","startTime":2100.08,"endTime":2103.53,"body":"bloomer, one, look at that"},{"speaker":"John Weaver","startTime":2103.53,"endTime":2110.6400000000003,"body":"chunk. Look at that one, from"},{"speaker":"John Weaver","startTime":2103.53,"endTime":2110.6400000000003,"body":"182 to 268, in the 2021 to or"},{"speaker":"John Weaver","startTime":2110.6400000000003,"endTime":2116.34,"body":"the 2021 to 2022. Right in the"},{"speaker":"John Weaver","startTime":2110.6400000000003,"endTime":2116.34,"body":"middle of the chart, where it"},{"speaker":"John Weaver","startTime":2116.34,"endTime":2117.3,"body":"says 182"},{"speaker":"Tim Montague","startTime":2117.299,"endTime":2120.329,"body":"gigs were deployed"},{"speaker":"Tim Montague","startTime":2117.299,"endTime":2120.329,"body":"and 80 gigawatts jump right over"},{"speaker":"Tim Montague","startTime":2120.329,"endTime":2122.069,"body":"that dude, it's actually bigger"},{"speaker":"John Weaver","startTime":2122.069,"endTime":2124.799,"body":"than Yeah, yeah."},{"speaker":"John Weaver","startTime":2122.069,"endTime":2124.799,"body":"Sam out. Yes. It's like we"},{"speaker":"John Weaver","startTime":2124.799,"endTime":2129.239,"body":"jumped equivalent to what was"},{"speaker":"John Weaver","startTime":2124.799,"endTime":2129.239,"body":"deployed in 2016. Like we just"},{"speaker":"John Weaver","startTime":2129.239,"endTime":2134.6690000000003,"body":"said, Ah, let's add 216 on top."},{"speaker":"John Weaver","startTime":2129.239,"endTime":2134.6690000000003,"body":"That's a huge number. And it's"},{"speaker":"John Weaver","startTime":2134.6690000000003,"endTime":2138.839,"body":"impossible to think that we're"},{"speaker":"John Weaver","startTime":2134.6690000000003,"endTime":2138.839,"body":"going to hit it again. But, you"},{"speaker":"John Weaver","startTime":2138.839,"endTime":2141.239,"body":"know, if you scroll down a tiny"},{"speaker":"John Weaver","startTime":2138.839,"endTime":2141.239,"body":"bit to the next chart, remember"},{"speaker":"John Weaver","startTime":2141.239,"endTime":2148.7090000000003,"body":"that 268 Number, look at where"},{"speaker":"John Weaver","startTime":2141.239,"endTime":2148.7090000000003,"body":"would Mac has 268 in the year"},{"speaker":"John Weaver","startTime":2148.7090000000003,"endTime":2155.3390000000004,"body":"2029. Like, we just skipped the"},{"speaker":"John Weaver","startTime":2148.7090000000003,"endTime":2155.3390000000004,"body":"2020s Tim, we're like, let's"},{"speaker":"John Weaver","startTime":2155.3390000000004,"endTime":2161.429,"body":"skip all that middle stuff. Even"},{"speaker":"John Weaver","startTime":2155.3390000000004,"endTime":2161.429,"body":"Bloomberg had to 68 and 2028. So"},{"speaker":"John Weaver","startTime":2161.429,"endTime":2164.5190000000002,"body":"something happened this year,"},{"speaker":"John Weaver","startTime":2161.429,"endTime":2164.5190000000002,"body":"and it was China, it was"},{"speaker":"John Weaver","startTime":2164.5190000000002,"endTime":2169.4990000000003,"body":"Ukraine. It's trying to do China"},{"speaker":"John Weaver","startTime":2164.5190000000002,"endTime":2169.4990000000003,"body":"is pushing solar hard. And the"},{"speaker":"John Weaver","startTime":2169.4990000000003,"endTime":2171.8390000000004,"body":"number one reason we should"},{"speaker":"John Weaver","startTime":2169.4990000000003,"endTime":2171.8390000000004,"body":"defend ourselves against it is"},{"speaker":"John Weaver","startTime":2171.8390000000004,"endTime":2174.119,"body":"because at some point, China's"},{"speaker":"John Weaver","startTime":2171.8390000000004,"endTime":2174.119,"body":"gonna be like, Okay, we're done"},{"speaker":"John Weaver","startTime":2174.119,"endTime":2177.0890000000004,"body":"with our clean energy goals."},{"speaker":"John Weaver","startTime":2174.119,"endTime":2177.0890000000004,"body":"Now, let's stick it to the rest"},{"speaker":"John Weaver","startTime":2177.0890000000004,"endTime":2180.1490000000003,"body":"of the globe, at least if"},{"speaker":"John Weaver","startTime":2177.0890000000004,"endTime":2180.1490000000003,"body":"they're doing it for strategic"},{"speaker":"John Weaver","startTime":2180.1490000000003,"endTime":2185.7290000000003,"body":"national security things. And so"},{"speaker":"John Weaver","startTime":2180.1490000000003,"endTime":2185.7290000000003,"body":"this year's growth was so"},{"speaker":"John Weaver","startTime":2185.7290000000003,"endTime":2188.8790000000004,"body":"massive, and there's going to be"},{"speaker":"John Weaver","startTime":2185.7290000000003,"endTime":2188.8790000000004,"body":"people writing stories about it."},{"speaker":"John Weaver","startTime":2189.239,"endTime":2191.429,"body":"You know, Bloomberg is going to"},{"speaker":"John Weaver","startTime":2189.239,"endTime":2191.429,"body":"put out stuff everybody is going"},{"speaker":"John Weaver","startTime":2191.429,"endTime":2193.9790000000003,"body":"to start talking and the"},{"speaker":"John Weaver","startTime":2191.429,"endTime":2193.9790000000003,"body":"analysts the big wigs on the"},{"speaker":"John Weaver","startTime":2193.9790000000003,"endTime":2197.1290000000004,"body":"global level, you know, they get"},{"speaker":"John Weaver","startTime":2193.9790000000003,"endTime":2197.1290000000004,"body":"paid a lot. They're gonna start"},{"speaker":"John Weaver","startTime":2197.1290000000004,"endTime":2199.139,"body":"talking about this number."},{"speaker":"John Weaver","startTime":2197.1290000000004,"endTime":2199.139,"body":"They're gonna be like, What the"},{"speaker":"John Weaver","startTime":2199.139,"endTime":2202.7090000000003,"body":"heck happens? And my dream and"},{"speaker":"John Weaver","startTime":2199.139,"endTime":2202.7090000000003,"body":"here's a nice interview. had"},{"speaker":"John Weaver","startTime":2202.7090000000003,"endTime":2207.2690000000002,"body":"with Jenny Chase at Bloomberg."},{"speaker":"John Weaver","startTime":2202.7090000000003,"endTime":2207.2690000000002,"body":"Here's three that paragraph"},{"speaker":"John Weaver","startTime":2207.2690000000002,"endTime":2210.809,"body":"right there. You know, is it"},{"speaker":"John Weaver","startTime":2207.2690000000002,"endTime":2210.809,"body":"possible for us to install 400"},{"speaker":"John Weaver","startTime":2210.809,"endTime":2216.3590000000004,"body":"gigs of modules and 23? Is it"},{"speaker":"John Weaver","startTime":2210.809,"endTime":2216.3590000000004,"body":"even technically possible? Jenny"},{"speaker":"John Weaver","startTime":2216.3590000000004,"endTime":2221.369,"body":"said we could make 500 gigs of"},{"speaker":"John Weaver","startTime":2216.3590000000004,"endTime":2221.369,"body":"modules this year, Tim? I wasn't"},{"speaker":"John Weaver","startTime":2221.369,"endTime":2223.7090000000003,"body":"expecting that number. I was"},{"speaker":"John Weaver","startTime":2221.369,"endTime":2223.7090000000003,"body":"wondering if we could make"},{"speaker":"John Weaver","startTime":2223.7090000000003,"endTime":2232.139,"body":"400 500 gigs of modules, dude,"},{"speaker":"John Weaver","startTime":2223.7090000000003,"endTime":2232.139,"body":"man, we could maybe maybe hit"},{"speaker":"John Weaver","startTime":2232.139,"endTime":2236.309,"body":"five 400 gigs this year. I'm not"},{"speaker":"John Weaver","startTime":2232.139,"endTime":2236.309,"body":"expecting it. I wouldn't put my"},{"speaker":"John Weaver","startTime":2236.3390000000004,"endTime":2242.3390000000004,"body":"retirement account on it. But"},{"speaker":"John Weaver","startTime":2236.3390000000004,"endTime":2242.3390000000004,"body":"holy crap, man, that's cool. 400"},{"speaker":"John Weaver","startTime":2242.4590000000003,"endTime":2246.059,"body":"digs? That's like, I don't know,"},{"speaker":"John Weaver","startTime":2242.4590000000003,"endTime":2246.059,"body":"that's just awesome. That takes"},{"speaker":"John Weaver","startTime":2246.059,"endTime":2248.4590000000003,"body":"us on the one terawatt article."},{"speaker":"John Weaver","startTime":2246.059,"endTime":2248.4590000000003,"body":"I don't know if you remember"},{"speaker":"John Weaver","startTime":2248.4590000000003,"endTime":2252.4790000000003,"body":"that. Wrote the alongI article"},{"speaker":"John Weaver","startTime":2248.4590000000003,"endTime":2252.4790000000003,"body":"where they said one terawatt"},{"speaker":"John Weaver","startTime":2252.4790000000003,"endTime":2256.2290000000003,"body":"deployed per year by like,"},{"speaker":"John Weaver","startTime":2252.4790000000003,"endTime":2256.2290000000003,"body":"2028 29. This puts us halfway"},{"speaker":"John Weaver","startTime":2256.2290000000003,"endTime":2260.099,"body":"there. So that's just, that's"},{"speaker":"John Weaver","startTime":2256.2290000000003,"endTime":2260.099,"body":"just cool. So that's my dream."},{"speaker":"John Weaver","startTime":2260.099,"endTime":2262.199,"body":"Tim, if you can help me make"},{"speaker":"John Weaver","startTime":2260.099,"endTime":2262.199,"body":"that come true, I'd be"},{"speaker":"John Weaver","startTime":2262.199,"endTime":2262.7990000000004,"body":"appreciated."},{"speaker":"Tim Montague","startTime":2264.1800000000003,"endTime":2267.2400000000002,"body":"Very much. So"},{"speaker":"Tim Montague","startTime":2264.1800000000003,"endTime":2267.2400000000002,"body":"well, it's clear that we, as we"},{"speaker":"Tim Montague","startTime":2267.2400000000002,"endTime":2270.8100000000004,"body":"were discussing in the pre show,"},{"speaker":"Tim Montague","startTime":2267.2400000000002,"endTime":2270.8100000000004,"body":"we could hit two terawatts in"},{"speaker":"Tim Montague","startTime":2270.8100000000004,"endTime":2275.6400000000003,"body":"just a couple of years. And,"},{"speaker":"Tim Montague","startTime":2270.8100000000004,"endTime":2275.6400000000003,"body":"yeah, and then we'll be doing a"},{"speaker":"Tim Montague","startTime":2275.6400000000003,"endTime":2281.88,"body":"terawatt a year. By the late"},{"speaker":"Tim Montague","startTime":2275.6400000000003,"endTime":2281.88,"body":"2020s. Yeah,"},{"speaker":"John Weaver","startTime":2282.449,"endTime":2285.7490000000003,"body":"yeah. I mean, yeah,"},{"speaker":"John Weaver","startTime":2282.449,"endTime":2285.7490000000003,"body":"so if we hit one terawatt at the"},{"speaker":"John Weaver","startTime":2285.7490000000003,"endTime":2289.6490000000003,"body":"beginning of last year, let's"},{"speaker":"John Weaver","startTime":2285.7490000000003,"endTime":2289.6490000000003,"body":"say February, that means we"},{"speaker":"John Weaver","startTime":2289.6490000000003,"endTime":2293.159,"body":"deployed, say 250 gigawatts"},{"speaker":"John Weaver","startTime":2289.6490000000003,"endTime":2293.159,"body":"after that, so we got 250. In"},{"speaker":"John Weaver","startTime":2293.159,"endTime":2298.3190000000004,"body":"the books, we need another 750."},{"speaker":"John Weaver","startTime":2293.159,"endTime":2298.3190000000004,"body":"If we do 400, this year, that"},{"speaker":"John Weaver","startTime":2298.3190000000004,"endTime":2302.429,"body":"puts us at 650. Needing only 350"},{"speaker":"John Weaver","startTime":2298.3190000000004,"endTime":2302.429,"body":"Then that get the next terawatt,"},{"speaker":"John Weaver","startTime":2302.7590000000005,"endTime":2308.1290000000004,"body":"even if we only do 350 This"},{"speaker":"John Weaver","startTime":2302.7590000000005,"endTime":2308.1290000000004,"body":"year, that puts us at 600. Only"},{"speaker":"John Weaver","startTime":2308.159,"endTime":2312.8990000000003,"body":"doing 350. Did you hear that"},{"speaker":"John Weaver","startTime":2308.159,"endTime":2312.8990000000003,"body":"Tim? Only to deploy 350 gigs?"},{"speaker":"John Weaver","startTime":2312.929,"endTime":2316.409,"body":"That was very cute of me. Gosh,"},{"speaker":"John Weaver","startTime":2312.929,"endTime":2316.409,"body":"the numbers are just so big man."},{"speaker":"John Weaver","startTime":2316.409,"endTime":2319.5890000000004,"body":"It just blows my brain. I"},{"speaker":"John Weaver","startTime":2316.409,"endTime":2319.5890000000004,"body":"remember breaking 100 saying I"},{"speaker":"John Weaver","startTime":2319.5890000000004,"endTime":2323.699,"body":"can't comprehend this. So we are"},{"speaker":"John Weaver","startTime":2319.5890000000004,"endTime":2323.699,"body":"so close to pop in our second"},{"speaker":"John Weaver","startTime":2323.699,"endTime":2329.2490000000003,"body":"terawatt in three years. That"},{"speaker":"John Weaver","startTime":2323.699,"endTime":2329.2490000000003,"body":"Oh, that would just be so cool,"},{"speaker":"John Weaver","startTime":2329.2490000000003,"endTime":2329.639,"body":"man."},{"speaker":"Tim Montague","startTime":2333.0600000000004,"endTime":2339.84,"body":"Well, I love the I"},{"speaker":"Tim Montague","startTime":2333.0600000000004,"endTime":2339.84,"body":"love the passion. It is it is"},{"speaker":"Tim Montague","startTime":2339.84,"endTime":2344.2200000000003,"body":"incredible that we're that we're"},{"speaker":"Tim Montague","startTime":2339.84,"endTime":2344.2200000000003,"body":"seeing these volumes. I'm"},{"speaker":"Tim Montague","startTime":2346.38,"endTime":2350.01,"body":"there's a lot there's a lot to"},{"speaker":"Tim Montague","startTime":2346.38,"endTime":2350.01,"body":"be hopeful for. I mean, the The"},{"speaker":"Tim Montague","startTime":2350.01,"endTime":2354.6600000000003,"body":"challenge, of course, is that we"},{"speaker":"Tim Montague","startTime":2350.01,"endTime":2354.6600000000003,"body":"have 45 gigawatts, or sorry, 45"},{"speaker":"Tim Montague","startTime":2354.6600000000003,"endTime":2360.6000000000004,"body":"gigawatts, as we were discussing"},{"speaker":"Tim Montague","startTime":2354.6600000000003,"endTime":2360.6000000000004,"body":"also 45 terawatts of solar to"},{"speaker":"Tim Montague","startTime":2360.6000000000004,"endTime":2366.09,"body":"install. So that's the that's"},{"speaker":"Tim Montague","startTime":2360.6000000000004,"endTime":2366.09,"body":"the bigger picture, a lot of"},{"speaker":"Tim Montague","startTime":2366.09,"endTime":2372.6600000000003,"body":"solar to install. To achieve a"},{"speaker":"Tim Montague","startTime":2366.09,"endTime":2372.6600000000003,"body":"50% solarized global grid, we're"},{"speaker":"Tim Montague","startTime":2372.6600000000003,"endTime":2376.7700000000004,"body":"estimating you and I right back"},{"speaker":"Tim Montague","startTime":2372.6600000000003,"endTime":2376.7700000000004,"body":"of the envelope, anticipating"},{"speaker":"Tim Montague","startTime":2376.7700000000004,"endTime":2383.01,"body":"that the grid is going to double"},{"speaker":"Tim Montague","startTime":2376.7700000000004,"endTime":2383.01,"body":"or triple. It's actually easily"},{"speaker":"Tim Montague","startTime":2383.01,"endTime":2385.9800000000005,"body":"going to triple because we're"},{"speaker":"Tim Montague","startTime":2383.01,"endTime":2385.9800000000005,"body":"going to electrify in heavy"},{"speaker":"Tim Montague","startTime":2385.9800000000005,"endTime":2392.4,"body":"industrial heat, which is today"},{"speaker":"Tim Montague","startTime":2385.9800000000005,"endTime":2392.4,"body":"made with fossil fuels. And"},{"speaker":"Tim Montague","startTime":2392.67,"endTime":2396.8100000000004,"body":"that's like 40% of our carbon"},{"speaker":"Tim Montague","startTime":2392.67,"endTime":2396.8100000000004,"body":"emissions. It's a huge amount of"},{"speaker":"Tim Montague","startTime":2396.8100000000004,"endTime":2400.6200000000003,"body":"energy. And then there's"},{"speaker":"Tim Montague","startTime":2396.8100000000004,"endTime":2400.6200000000003,"body":"transportation, and then there's"},{"speaker":"Tim Montague","startTime":2400.6200000000003,"endTime":2406.1400000000003,"body":"the grid. So you want to talk"},{"speaker":"Tim Montague","startTime":2400.6200000000003,"endTime":2406.1400000000003,"body":"about polysilicon, I don't know"},{"speaker":"Tim Montague","startTime":2406.1400000000003,"endTime":2411.03,"body":"you're gonna, you might blast"},{"speaker":"Tim Montague","startTime":2406.1400000000003,"endTime":2411.03,"body":"off if we have another coverage"},{"speaker":"Tim Montague","startTime":2411.03,"endTime":2411.5400000000004,"body":"slash."},{"speaker":"John Weaver","startTime":2412.6800000000003,"endTime":2414.6600000000003,"body":"Well, there's this"},{"speaker":"John Weaver","startTime":2412.6800000000003,"endTime":2414.6600000000003,"body":"one, there's the next one."},{"speaker":"John Weaver","startTime":2414.69,"endTime":2416.94,"body":"There's like three stories in a"},{"speaker":"John Weaver","startTime":2414.69,"endTime":2416.94,"body":"row that are just gonna make me"},{"speaker":"John Weaver","startTime":2417.7200000000003,"endTime":2422.88,"body":"excitable, excitable. So. So"},{"speaker":"John Weaver","startTime":2417.7200000000003,"endTime":2422.88,"body":"part of this growth that's"},{"speaker":"John Weaver","startTime":2422.88,"endTime":2426.69,"body":"occurring and why we might have"},{"speaker":"John Weaver","startTime":2422.88,"endTime":2426.69,"body":"400 gigs is that by the end of"},{"speaker":"John Weaver","startTime":2426.69,"endTime":2433.0800000000004,"body":"this year, we hit 300 gigs of"},{"speaker":"John Weaver","startTime":2426.69,"endTime":2433.0800000000004,"body":"manufacturing capacity. And we"},{"speaker":"John Weaver","startTime":2433.0800000000004,"endTime":2437.2200000000003,"body":"believe, though, that very soon,"},{"speaker":"John Weaver","startTime":2433.0800000000004,"endTime":2437.2200000000003,"body":"we're going to have 500"},{"speaker":"John Weaver","startTime":2437.2200000000003,"endTime":2442.59,"body":"gigawatts of poly silicon"},{"speaker":"John Weaver","startTime":2437.2200000000003,"endTime":2442.59,"body":"manufacturing capacity. This,"},{"speaker":"John Weaver","startTime":2442.6200000000003,"endTime":2446.46,"body":"this scaling of manufacturing"},{"speaker":"John Weaver","startTime":2442.6200000000003,"endTime":2446.46,"body":"capacity is leading to leading"},{"speaker":"John Weaver","startTime":2446.46,"endTime":2450.9900000000002,"body":"to an oversupply issue. We still"},{"speaker":"John Weaver","startTime":2446.46,"endTime":2450.9900000000002,"body":"have massive demand. But we also"},{"speaker":"John Weaver","startTime":2450.9900000000002,"endTime":2456.1800000000003,"body":"have new capacity coming online,"},{"speaker":"John Weaver","startTime":2450.9900000000002,"endTime":2456.1800000000003,"body":"huge amounts. And so August was"},{"speaker":"John Weaver","startTime":2456.1800000000003,"endTime":2460.26,"body":"the last time I saw the price"},{"speaker":"John Weaver","startTime":2456.1800000000003,"endTime":2460.26,"body":"peak. And in this article,"},{"speaker":"John Weaver","startTime":2460.26,"endTime":2464.13,"body":"there's a chart Bloomberg and"},{"speaker":"John Weaver","startTime":2460.26,"endTime":2464.13,"body":"Infolink. Both saw peak in"},{"speaker":"John Weaver","startTime":2464.13,"endTime":2470.46,"body":"August. Since August. For"},{"speaker":"John Weaver","startTime":2464.13,"endTime":2470.46,"body":"Bloomberg, the price of raw"},{"speaker":"John Weaver","startTime":2470.46,"endTime":2474.63,"body":"Paulo silicon has fallen more"},{"speaker":"John Weaver","startTime":2470.46,"endTime":2474.63,"body":"than half and"},{"speaker":"Tim Montague","startTime":2474.659,"endTime":2476.639,"body":"the title of the"},{"speaker":"Tim Montague","startTime":2474.659,"endTime":2476.639,"body":"story here, the price of"},{"speaker":"Tim Montague","startTime":2476.639,"endTime":2479.7590000000005,"body":"polysilicon has fallen by 54%"},{"speaker":"Tim Montague","startTime":2476.639,"endTime":2479.7590000000005,"body":"Since August,"},{"speaker":"John Weaver","startTime":2481.2000000000003,"endTime":2484.65,"body":"and this was"},{"speaker":"John Weaver","startTime":2481.2000000000003,"endTime":2484.65,"body":"anticipated a little faster"},{"speaker":"John Weaver","startTime":2484.65,"endTime":2490.8,"body":"happening than others have"},{"speaker":"John Weaver","startTime":2484.65,"endTime":2490.8,"body":"projected it to occur. And this"},{"speaker":"John Weaver","startTime":2490.8,"endTime":2495.51,"body":"is gonna be the story of 23."},{"speaker":"John Weaver","startTime":2490.8,"endTime":2495.51,"body":"Man, what our module is going to"},{"speaker":"John Weaver","startTime":2495.51,"endTime":2500.01,"body":"cost. Now. I did check that out."},{"speaker":"John Weaver","startTime":2495.51,"endTime":2500.01,"body":"Check that don't look at that"},{"speaker":"John Weaver","startTime":2500.01,"endTime":2505.0200000000004,"body":"drop there. Holy. Oh my"},{"speaker":"John Weaver","startTime":2500.01,"endTime":2505.0200000000004,"body":"goodness. You know, we see the"},{"speaker":"John Weaver","startTime":2505.0200000000004,"endTime":2510.6000000000004,"body":"peak, I was told by a gentleman"},{"speaker":"John Weaver","startTime":2505.0200000000004,"endTime":2510.6000000000004,"body":"in at Bloomberg. Yeah, that's"},{"speaker":"John Weaver","startTime":2510.6000000000004,"endTime":2515.82,"body":"where it starts to drive. So we"},{"speaker":"John Weaver","startTime":2510.6000000000004,"endTime":2515.82,"body":"got the peak there. And that's"},{"speaker":"John Weaver","startTime":2515.82,"endTime":2524.5800000000004,"body":"in the upper middle 40s. And you"},{"speaker":"John Weaver","startTime":2515.82,"endTime":2524.5800000000004,"body":"know, now we're down to 17. And"},{"speaker":"John Weaver","startTime":2524.5800000000004,"endTime":2528.0600000000004,"body":"it's just dropping and dropping,"},{"speaker":"John Weaver","startTime":2524.5800000000004,"endTime":2528.0600000000004,"body":"or upper 30s. Pardon me. 38 is"},{"speaker":"John Weaver","startTime":2528.0600000000004,"endTime":2530.34,"body":"what's the number I was told?"},{"speaker":"John Weaver","startTime":2528.0600000000004,"endTime":2530.34,"body":"What I believe it's"},{"speaker":"Tim Montague","startTime":2530.34,"endTime":2534.36,"body":"between the, the"},{"speaker":"Tim Montague","startTime":2530.34,"endTime":2534.36,"body":"polysilicon price and the beacom"},{"speaker":"Tim Montague","startTime":2534.36,"endTime":2536.07,"body":"index, what is the beacom?"},{"speaker":"Tim Montague","startTime":2534.36,"endTime":2536.07,"body":"Index? I"},{"speaker":"John Weaver","startTime":2536.34,"endTime":2539.01,"body":"don't know, sir. I"},{"speaker":"John Weaver","startTime":2536.34,"endTime":2539.01,"body":"gotta learn more, I got to learn"},{"speaker":"John Weaver","startTime":2539.01,"endTime":2543.3300000000004,"body":"more. This is stuff, you got to"},{"speaker":"John Weaver","startTime":2539.01,"endTime":2543.3300000000004,"body":"pay like 65 grand a year to"},{"speaker":"John Weaver","startTime":2543.9900000000002,"endTime":2547.6800000000003,"body":"Bloomberg to get into there."},{"speaker":"John Weaver","startTime":2543.9900000000002,"endTime":2547.6800000000003,"body":"They tweeted this chart, Rob"},{"speaker":"John Weaver","startTime":2547.6800000000003,"endTime":2551.13,"body":"Barnett, he's one of the bosses"},{"speaker":"John Weaver","startTime":2547.6800000000003,"endTime":2551.13,"body":"over there. And so I saw that"},{"speaker":"John Weaver","startTime":2551.13,"endTime":2555.21,"body":"chart, man, I had an article up"},{"speaker":"John Weaver","startTime":2551.13,"endTime":2555.21,"body":"fast. Because I was I've been"},{"speaker":"John Weaver","startTime":2555.2400000000002,"endTime":2558.9300000000003,"body":"I've been chasing on this hammer"},{"speaker":"John Weaver","startTime":2555.2400000000002,"endTime":2558.9300000000003,"body":"and on this, and this is that"},{"speaker":"John Weaver","startTime":2558.9300000000003,"endTime":2562.8,"body":"drop right there, man, look at"},{"speaker":"John Weaver","startTime":2558.9300000000003,"endTime":2562.8,"body":"that drop. That's just that's"},{"speaker":"John Weaver","startTime":2562.8,"endTime":2567.8100000000004,"body":"just huge. And even Infolink"},{"speaker":"John Weaver","startTime":2562.8,"endTime":2567.8100000000004,"body":"showed a 20% drop over the past"},{"speaker":"John Weaver","startTime":2567.8100000000004,"endTime":2570.5400000000004,"body":"week. And I bet you their"},{"speaker":"John Weaver","startTime":2567.8100000000004,"endTime":2570.5400000000004,"body":"numbers even bigger next week,"},{"speaker":"John Weaver","startTime":2570.6600000000003,"endTime":2575.46,"body":"or maybe similar. But, uh, so"},{"speaker":"John Weaver","startTime":2570.6600000000003,"endTime":2575.46,"body":"that that pricing decline is"},{"speaker":"John Weaver","startTime":2575.46,"endTime":2580.2900000000004,"body":"just big. And you know, it's"},{"speaker":"John Weaver","startTime":2575.46,"endTime":2580.2900000000004,"body":"kind of neat. And now we're"},{"speaker":"John Weaver","startTime":2580.2900000000004,"endTime":2584.8500000000004,"body":"gonna see this next chart, start"},{"speaker":"John Weaver","startTime":2580.2900000000004,"endTime":2584.8500000000004,"body":"to go the other direction, the"},{"speaker":"John Weaver","startTime":2584.8500000000004,"endTime":2588.1800000000003,"body":"one that's below this, and that"},{"speaker":"John Weaver","startTime":2584.8500000000004,"endTime":2588.1800000000003,"body":"next chart is gonna, you're"},{"speaker":"John Weaver","startTime":2588.1800000000003,"endTime":2591.0600000000004,"body":"gonna see the price fall again,"},{"speaker":"John Weaver","startTime":2588.1800000000003,"endTime":2591.0600000000004,"body":"after you know, we're, we"},{"speaker":"John Weaver","startTime":2591.0600000000004,"endTime":2596.2200000000003,"body":"started to approach the 2012, we"},{"speaker":"John Weaver","startTime":2591.0600000000004,"endTime":2596.2200000000003,"body":"pass 2012 2011 numbers, we"},{"speaker":"John Weaver","startTime":2596.2200000000003,"endTime":2601.6200000000003,"body":"didn't touch the 2008 2009 10,"},{"speaker":"John Weaver","startTime":2596.2200000000003,"endTime":2601.6200000000003,"body":"which is great. But, you know,"},{"speaker":"John Weaver","startTime":2601.6200000000003,"endTime":2605.55,"body":"now we're here. And so the price"},{"speaker":"John Weaver","startTime":2601.6200000000003,"endTime":2605.55,"body":"policy is going to come down,"},{"speaker":"John Weaver","startTime":2605.55,"endTime":2608.2500000000005,"body":"which is going to lead to the"},{"speaker":"John Weaver","startTime":2605.55,"endTime":2608.2500000000005,"body":"price of modules probably coming"},{"speaker":"John Weaver","startTime":2608.2500000000005,"endTime":2608.5800000000004,"body":"down."},{"speaker":"Tim Montague","startTime":2608.6400000000003,"endTime":2610.59,"body":"What is the reason"},{"speaker":"Tim Montague","startTime":2608.6400000000003,"endTime":2610.59,"body":"i What is this chart showing"},{"speaker":"Tim Montague","startTime":2610.59,"endTime":2612.36,"body":"though this green bar graph,"},{"speaker":"Tim Montague","startTime":2610.59,"endTime":2612.36,"body":"what is this"},{"speaker":"John Weaver","startTime":2612.63,"endTime":2618.63,"body":"price poly silicon"},{"speaker":"John Weaver","startTime":2612.63,"endTime":2618.63,"body":"over since 2011. So this is the"},{"speaker":"John Weaver","startTime":2618.63,"endTime":2621.96,"body":"chart above, except going back"},{"speaker":"John Weaver","startTime":2618.63,"endTime":2621.96,"body":"over the last decade."},{"speaker":"Tim Montague","startTime":2624.0600000000004,"endTime":2628.26,"body":"So this, this"},{"speaker":"Tim Montague","startTime":2624.0600000000004,"endTime":2628.26,"body":"chart doesn't go past August"},{"speaker":"Tim Montague","startTime":2628.26,"endTime":2629.1600000000003,"body":"when the price fell."},{"speaker":"John Weaver","startTime":2629.489,"endTime":2631.469,"body":"Yeah, this this"},{"speaker":"John Weaver","startTime":2629.489,"endTime":2631.469,"body":"article is actually that I"},{"speaker":"John Weaver","startTime":2631.469,"endTime":2635.2790000000005,"body":"grabbed this from is from like"},{"speaker":"John Weaver","startTime":2631.469,"endTime":2635.2790000000005,"body":"August or so. And so they didn't"},{"speaker":"John Weaver","startTime":2635.2790000000005,"endTime":2638.5490000000004,"body":"have an updated one. So this"},{"speaker":"John Weaver","startTime":2635.2790000000005,"endTime":2638.5490000000004,"body":"chart shows where it was in"},{"speaker":"John Weaver","startTime":2638.5490000000004,"endTime":2641.639,"body":"August. I grabbed that because I"},{"speaker":"John Weaver","startTime":2638.5490000000004,"endTime":2641.639,"body":"wanted to see a good historical"},{"speaker":"John Weaver","startTime":2641.639,"endTime":2645.119,"body":"number, and I complimented it"},{"speaker":"John Weaver","startTime":2641.639,"endTime":2645.119,"body":"with the, you know, very recent"},{"speaker":"John Weaver","startTime":2645.119,"endTime":2648.929,"body":"one. So this, we're now the next"},{"speaker":"John Weaver","startTime":2645.119,"endTime":2648.929,"body":"time we see a chart like this,"},{"speaker":"John Weaver","startTime":2649.0490000000004,"endTime":2651.449,"body":"you're gonna see a follow"},{"speaker":"John Weaver","startTime":2649.0490000000004,"endTime":2651.449,"body":"through at the end of it."},{"speaker":"Tim Montague","startTime":2652.4700000000003,"endTime":2657.9300000000003,"body":"And you see way"},{"speaker":"Tim Montague","startTime":2652.4700000000003,"endTime":2657.9300000000003,"body":"back here in 20. Pre 2012 There"},{"speaker":"Tim Montague","startTime":2657.9300000000003,"endTime":2661.6200000000003,"body":"was a massive spike, right,"},{"speaker":"Tim Montague","startTime":2657.9300000000003,"endTime":2661.6200000000003,"body":"which was really painful. There"},{"speaker":"Tim Montague","startTime":2661.6200000000003,"endTime":2665.7000000000003,"body":"was a bigger one before that in"},{"speaker":"Tim Montague","startTime":2661.6200000000003,"endTime":2665.7000000000003,"body":"what that was like, Oh, 809"},{"speaker":"John Weaver","startTime":2665.9100000000003,"endTime":2667.8300000000004,"body":"he had a big one"},{"speaker":"John Weaver","startTime":2665.9100000000003,"endTime":2667.8300000000004,"body":"was oh eight and went up to like"},{"speaker":"John Weaver","startTime":2667.8300000000004,"endTime":2673.92,"body":"400 bucks. Dude, put people out"},{"speaker":"John Weaver","startTime":2667.8300000000004,"endTime":2673.92,"body":"of business. Yeah. Yeah, so"},{"speaker":"Tim Montague","startTime":2674.3700000000003,"endTime":2676.5000000000005,"body":"Oh, 809, the"},{"speaker":"Tim Montague","startTime":2674.3700000000003,"endTime":2676.5000000000005,"body":"bigger solar coaster. We talked"},{"speaker":"Tim Montague","startTime":2676.5000000000005,"endTime":2679.4100000000003,"body":"about the solar coaster because"},{"speaker":"Tim Montague","startTime":2676.5000000000005,"endTime":2679.4100000000003,"body":"of the regional ups and downs."},{"speaker":"Tim Montague","startTime":2679.4100000000003,"endTime":2683.07,"body":"But this was a global economy"},{"speaker":"Tim Montague","startTime":2679.4100000000003,"endTime":2683.07,"body":"that really shut down the"},{"speaker":"Tim Montague","startTime":2683.07,"endTime":2683.7300000000005,"body":"industry."},{"speaker":"John Weaver","startTime":2685.05,"endTime":2687.7200000000003,"body":"And it's what led"},{"speaker":"John Weaver","startTime":2685.05,"endTime":2687.7200000000003,"body":"to China just massively"},{"speaker":"John Weaver","startTime":2687.7200000000003,"endTime":2691.6200000000003,"body":"expanding their capacity and"},{"speaker":"John Weaver","startTime":2687.7200000000003,"endTime":2691.6200000000003,"body":"say, Alright, here's the thing"},{"speaker":"John Weaver","startTime":2691.6200000000003,"endTime":2694.9800000000005,"body":"to attack. So let's price Paula"},{"speaker":"John Weaver","startTime":2691.6200000000003,"endTime":2694.9800000000005,"body":"silicones. Coming down, we're"},{"speaker":"John Weaver","startTime":2694.9800000000005,"endTime":2698.67,"body":"gonna see some module pricing"},{"speaker":"John Weaver","startTime":2694.9800000000005,"endTime":2698.67,"body":"easing. I did read one analysis,"},{"speaker":"John Weaver","startTime":2698.67,"endTime":2702.9,"body":"I think by the folks at PV tech,"},{"speaker":"John Weaver","startTime":2698.67,"endTime":2702.9,"body":"who said listen, polysilicon"},{"speaker":"John Weaver","startTime":2702.9,"endTime":2706.2000000000003,"body":"might fall above module demand"},{"speaker":"John Weaver","startTime":2702.9,"endTime":2706.2000000000003,"body":"might say just as strong. And if"},{"speaker":"John Weaver","startTime":2706.2000000000003,"endTime":2710.28,"body":"module demand is just as strong,"},{"speaker":"John Weaver","startTime":2706.2000000000003,"endTime":2710.28,"body":"why should the manufacturers"},{"speaker":"John Weaver","startTime":2710.28,"endTime":2713.6400000000003,"body":"drop module pricing? Now I will"},{"speaker":"John Weaver","startTime":2710.28,"endTime":2713.6400000000003,"body":"say, though, that I have seen"},{"speaker":"John Weaver","startTime":2713.6400000000003,"endTime":2718.7400000000002,"body":"module pricing fall. So I expect"},{"speaker":"John Weaver","startTime":2713.6400000000003,"endTime":2718.7400000000002,"body":"module pricing to start to drop"},{"speaker":"John Weaver","startTime":2718.7400000000002,"endTime":2721.11,"body":"again, I'm starting to see"},{"speaker":"John Weaver","startTime":2718.7400000000002,"endTime":2721.11,"body":"modules available in the 30"},{"speaker":"John Weaver","startTime":2721.11,"endTime":2725.7900000000004,"body":"cents, semi regularly, nothing"},{"speaker":"John Weaver","startTime":2721.11,"endTime":2725.7900000000004,"body":"in the US and nothing that's"},{"speaker":"John Weaver","startTime":2725.7900000000004,"endTime":2730.3500000000004,"body":"higher efficiency, but I'm"},{"speaker":"John Weaver","startTime":2725.7900000000004,"endTime":2730.3500000000004,"body":"starting to see the tier two"},{"speaker":"John Weaver","startTime":2730.3500000000004,"endTime":2734.61,"body":"players, or low level tier one"},{"speaker":"John Weaver","startTime":2730.3500000000004,"endTime":2734.61,"body":"players starting to put out"},{"speaker":"John Weaver","startTime":2734.61,"endTime":2737.4,"body":"things in the 30 cent range. And"},{"speaker":"John Weaver","startTime":2734.61,"endTime":2737.4,"body":"then you couple that though,"},{"speaker":"John Weaver","startTime":2737.4,"endTime":2740.07,"body":"with the cost of shipping, so I"},{"speaker":"John Weaver","startTime":2737.4,"endTime":2740.07,"body":"know we haven't talked about it"},{"speaker":"John Weaver","startTime":2740.07,"endTime":2744.63,"body":"recently. But this summer"},{"speaker":"John Weaver","startTime":2740.07,"endTime":2744.63,"body":"spring, the cost of shipping a"},{"speaker":"John Weaver","startTime":2744.63,"endTime":2749.82,"body":"container from China, to the"},{"speaker":"John Weaver","startTime":2744.63,"endTime":2749.82,"body":"west coast, the US had broken"},{"speaker":"John Weaver","startTime":2749.82,"endTime":2753.1800000000003,"body":"through 10 grand some I even saw"},{"speaker":"John Weaver","startTime":2749.82,"endTime":2753.1800000000003,"body":"some charts up to 15 grand,"},{"speaker":"John Weaver","startTime":2753.51,"endTime":2757.6200000000003,"body":"that's like four cents a lot is"},{"speaker":"John Weaver","startTime":2753.51,"endTime":2757.6200000000003,"body":"now back to 2000 bucks. There's"},{"speaker":"John Weaver","startTime":2757.6200000000003,"endTime":2762.36,"body":"even some that I saw like 1500."},{"speaker":"John Weaver","startTime":2757.6200000000003,"endTime":2762.36,"body":"So we're back under well under a"},{"speaker":"John Weaver","startTime":2762.36,"endTime":2766.9500000000003,"body":"penny per watt for a 250 Kw"},{"speaker":"John Weaver","startTime":2762.36,"endTime":2766.9500000000003,"body":"shipping container of modules."},{"speaker":"John Weaver","startTime":2767.34,"endTime":2772.2900000000004,"body":"So shipping is down. poly"},{"speaker":"John Weaver","startTime":2767.34,"endTime":2772.2900000000004,"body":"silicon is down. Demand for"},{"speaker":"John Weaver","startTime":2772.2900000000004,"endTime":2776.55,"body":"modules is still way up. But"},{"speaker":"John Weaver","startTime":2772.2900000000004,"endTime":2776.55,"body":"capacity for all of the supply"},{"speaker":"John Weaver","startTime":2776.55,"endTime":2779.7300000000005,"body":"chain is also way up. So there's"},{"speaker":"John Weaver","startTime":2776.55,"endTime":2779.7300000000005,"body":"gonna be a little dance there."},{"speaker":"John Weaver","startTime":2779.76,"endTime":2782.46,"body":"If the Chinese keep installing"},{"speaker":"John Weaver","startTime":2779.76,"endTime":2782.46,"body":"like they are and just buying"},{"speaker":"John Weaver","startTime":2782.46,"endTime":2785.7000000000003,"body":"every cheap panel they can, you"},{"speaker":"John Weaver","startTime":2782.46,"endTime":2785.7000000000003,"body":"know, they're gonna install"},{"speaker":"John Weaver","startTime":2785.7000000000003,"endTime":2791.7000000000003,"body":"120 140 gigs of solar, maybe"},{"speaker":"John Weaver","startTime":2785.7000000000003,"endTime":2791.7000000000003,"body":"more this year. I mean, China's"},{"speaker":"John Weaver","startTime":2791.88,"endTime":2795.51,"body":"goodness, it's wonderful that"},{"speaker":"John Weaver","startTime":2791.88,"endTime":2795.51,"body":"they exist for our industry, the"},{"speaker":"John Weaver","startTime":2795.51,"endTime":2800.19,"body":"way they're pushing things. And"},{"speaker":"John Weaver","startTime":2795.51,"endTime":2800.19,"body":"I know it's challenging for us"},{"speaker":"John Weaver","startTime":2800.2200000000003,"endTime":2804.9300000000003,"body":"from geopolitical and whatever"},{"speaker":"John Weaver","startTime":2800.2200000000003,"endTime":2804.9300000000003,"body":"standpoint, but from a global"},{"speaker":"John Weaver","startTime":2804.96,"endTime":2808.38,"body":"clean energy standpoint, you"},{"speaker":"John Weaver","startTime":2804.96,"endTime":2808.38,"body":"know, everybody's had their"},{"speaker":"John Weaver","startTime":2808.38,"endTime":2812.07,"body":"place, you know, the United"},{"speaker":"John Weaver","startTime":2808.38,"endTime":2812.07,"body":"States in the 70s, and 80s,"},{"speaker":"John Weaver","startTime":2812.3700000000003,"endTime":2817.9800000000005,"body":"Germany in the 80s, Japan, all"},{"speaker":"John Weaver","startTime":2812.3700000000003,"endTime":2817.9800000000005,"body":"of Europe, and then the Chinese,"},{"speaker":"John Weaver","startTime":2818.0400000000004,"endTime":2822.09,"body":"and now the whole globe. But the"},{"speaker":"John Weaver","startTime":2818.0400000000004,"endTime":2822.09,"body":"Chinese are a major support for"},{"speaker":"John Weaver","startTime":2822.09,"endTime":2826.6800000000003,"body":"the solar industry, with their,"},{"speaker":"John Weaver","startTime":2822.09,"endTime":2826.6800000000003,"body":"with their very powerful"},{"speaker":"John Weaver","startTime":2826.71,"endTime":2830.2500000000005,"body":"investment techniques, you know,"},{"speaker":"John Weaver","startTime":2826.71,"endTime":2830.2500000000005,"body":"fundamentally industrial policy,"},{"speaker":"John Weaver","startTime":2830.28,"endTime":2834.5400000000004,"body":"which is what the IRA is, the"},{"speaker":"John Weaver","startTime":2830.28,"endTime":2834.5400000000004,"body":"China, China had their own IRA"},{"speaker":"John Weaver","startTime":2834.7200000000003,"endTime":2838.6800000000003,"body":"in 2009. That's the difference."},{"speaker":"John Weaver","startTime":2834.7200000000003,"endTime":2838.6800000000003,"body":"We're a decade behind China's"},{"speaker":"John Weaver","startTime":2838.71,"endTime":2841.0200000000004,"body":"IRA. That's really what we got."},{"speaker":"Tim Montague","startTime":2842.9700000000003,"endTime":2845.46,"body":"Yep, most"},{"speaker":"Tim Montague","startTime":2842.9700000000003,"endTime":2845.46,"body":"Americans have no clue were a"},{"speaker":"Tim Montague","startTime":2845.46,"endTime":2849.21,"body":"decade behind China and Europe."},{"speaker":"Tim Montague","startTime":2845.46,"endTime":2849.21,"body":"When it comes to the clean"},{"speaker":"Tim Montague","startTime":2849.21,"endTime":2853.3500000000004,"body":"energy transition. The good news"},{"speaker":"Tim Montague","startTime":2849.21,"endTime":2853.3500000000004,"body":"is we're leaning in now we're"},{"speaker":"Tim Montague","startTime":2853.3500000000004,"endTime":2856.8300000000004,"body":"seeing significant growth. And"},{"speaker":"Tim Montague","startTime":2853.3500000000004,"endTime":2856.8300000000004,"body":"it's a huge economic"},{"speaker":"Tim Montague","startTime":2856.8300000000004,"endTime":2862.32,"body":"opportunity. You know, I think"},{"speaker":"Tim Montague","startTime":2856.8300000000004,"endTime":2862.32,"body":"about you and me, John. We have"},{"speaker":"Tim Montague","startTime":2862.9800000000005,"endTime":2865.9800000000005,"body":"we have such a good life. We"},{"speaker":"Tim Montague","startTime":2862.9800000000005,"endTime":2865.9800000000005,"body":"have so much economic freedom,"},{"speaker":"Tim Montague","startTime":2866.6400000000003,"endTime":2872.07,"body":"working in solar the way we do."},{"speaker":"Tim Montague","startTime":2866.6400000000003,"endTime":2872.07,"body":"And if you're not working in"},{"speaker":"Tim Montague","startTime":2872.07,"endTime":2876.1800000000003,"body":"clean tech in solar, wind or"},{"speaker":"Tim Montague","startTime":2872.07,"endTime":2876.1800000000003,"body":"storage, reach out to us because"},{"speaker":"Tim Montague","startTime":2876.1800000000003,"endTime":2880.7400000000002,"body":"we will help you get a toehold"},{"speaker":"Tim Montague","startTime":2876.1800000000003,"endTime":2880.7400000000002,"body":"in this industry. And it's, it"},{"speaker":"Tim Montague","startTime":2880.7400000000002,"endTime":2884.76,"body":"is a very good thing. Let's talk"},{"speaker":"Tim Montague","startTime":2880.7400000000002,"endTime":2884.76,"body":"about Fraunhofer I love"},{"speaker":"Tim Montague","startTime":2884.76,"endTime":2890.5200000000004,"body":"Fraunhofer. Another well kept"},{"speaker":"Tim Montague","startTime":2884.76,"endTime":2890.5200000000004,"body":"secret in the United States, you"},{"speaker":"Tim Montague","startTime":2890.5200000000004,"endTime":2894.03,"body":"geek for green building to"},{"speaker":"Tim Montague","startTime":2890.5200000000004,"endTime":2894.03,"body":"really know about Fraunhofer but"},{"speaker":"Tim Montague","startTime":2894.9,"endTime":2898.2900000000004,"body":"you found a photovoltaics"},{"speaker":"Tim Montague","startTime":2894.9,"endTime":2898.2900000000004,"body":"report. What? What are they?"},{"speaker":"Tim Montague","startTime":2898.32,"endTime":2899.28,"body":"What's the story here?"},{"speaker":"John Weaver","startTime":2900.0890000000004,"endTime":2902.5490000000004,"body":"So the whole report"},{"speaker":"John Weaver","startTime":2900.0890000000004,"endTime":2902.5490000000004,"body":"is awesome, just good data, good"},{"speaker":"John Weaver","startTime":2902.5490000000004,"endTime":2905.429,"body":"research. But I when we're"},{"speaker":"John Weaver","startTime":2902.5490000000004,"endTime":2905.429,"body":"talking about poly silicon, I"},{"speaker":"John Weaver","startTime":2905.429,"endTime":2911.639,"body":"wanted to talk about page 34."},{"speaker":"John Weaver","startTime":2905.429,"endTime":2911.639,"body":"And it brings into it actually"},{"speaker":"John Weaver","startTime":2911.639,"endTime":2915.2090000000003,"body":"adds another facet of"},{"speaker":"John Weaver","startTime":2911.639,"endTime":2915.2090000000003,"body":"consideration when we talk about"},{"speaker":"John Weaver","startTime":2915.5690000000004,"endTime":2921.6290000000004,"body":"all the silicon so and how much"},{"speaker":"John Weaver","startTime":2915.5690000000004,"endTime":2921.6290000000004,"body":"it costs and other details. So"},{"speaker":"John Weaver","startTime":2921.7790000000005,"endTime":2926.639,"body":"if we look at this chart, first,"},{"speaker":"John Weaver","startTime":2921.7790000000005,"endTime":2926.639,"body":"we can see that per watt. So I'm"},{"speaker":"John Weaver","startTime":2926.639,"endTime":2929.2490000000003,"body":"we're looking at the orange"},{"speaker":"John Weaver","startTime":2926.639,"endTime":2929.2490000000003,"body":"line. First, we're not well,"},{"speaker":"John Weaver","startTime":2929.2490000000003,"endTime":2932.909,"body":"we'll look at the blue line"},{"speaker":"John Weaver","startTime":2929.2490000000003,"endTime":2932.909,"body":"later, but the Orange Line"},{"speaker":"John Weaver","startTime":2932.909,"endTime":2938.0090000000005,"body":"denotes how many grams of"},{"speaker":"John Weaver","startTime":2932.909,"endTime":2938.0090000000005,"body":"silicon are necessary per watt"},{"speaker":"John Weaver","startTime":2938.0690000000004,"endTime":2942.7490000000003,"body":"of solar power. And if we look"},{"speaker":"John Weaver","startTime":2938.0690000000004,"endTime":2942.7490000000003,"body":"at this in 2004, like"},{"speaker":"John Weaver","startTime":2942.7790000000005,"endTime":2948.3590000000004,"body":"incomprehensible, 16 grams per"},{"speaker":"John Weaver","startTime":2942.7790000000005,"endTime":2948.3590000000004,"body":"watt, now if we look in 21, it's"},{"speaker":"John Weaver","startTime":2948.389,"endTime":2954.869,"body":"almost at two grams per watts of"},{"speaker":"John Weaver","startTime":2948.389,"endTime":2954.869,"body":"poly of silicon per watt. And if"},{"speaker":"John Weaver","startTime":2954.869,"endTime":2958.889,"body":"we, if we go back to that"},{"speaker":"John Weaver","startTime":2954.869,"endTime":2958.889,"body":"article I wrote, here, you know"},{"speaker":"John Weaver","startTime":2958.889,"endTime":2961.289,"body":"what, you still got it there,"},{"speaker":"John Weaver","startTime":2958.889,"endTime":2961.289,"body":"click on it real quick. The next"},{"speaker":"John Weaver","startTime":2961.289,"endTime":2963.5090000000005,"body":"tab over you still have the"},{"speaker":"John Weaver","startTime":2961.289,"endTime":2963.5090000000005,"body":"price of poly silicon up at the"},{"speaker":"John Weaver","startTime":2963.5090000000005,"endTime":2967.2590000000005,"body":"top. Go. Okay, so right now"},{"speaker":"John Weaver","startTime":2963.5090000000005,"endTime":2967.2590000000005,"body":"you're at the bottom, you're"},{"speaker":"John Weaver","startTime":2967.2590000000005,"endTime":2970.199,"body":"perfect. Scroll down a tiny bit."},{"speaker":"John Weaver","startTime":2967.2590000000005,"endTime":2970.199,"body":"So if you read those two"},{"speaker":"John Weaver","startTime":2970.199,"endTime":2976.6490000000003,"body":"paragraphs, I talked about it in"},{"speaker":"John Weaver","startTime":2970.199,"endTime":2976.6490000000003,"body":"2012. If a 500 watt solar panel"},{"speaker":"John Weaver","startTime":2977.0090000000005,"endTime":2981.0890000000004,"body":"needed 3000 grams of poly, first"},{"speaker":"John Weaver","startTime":2977.0090000000005,"endTime":2981.0890000000004,"body":"of all 500 watt panels didn't"},{"speaker":"John Weaver","startTime":2981.2090000000003,"endTime":2985.3790000000004,"body":"exist, but whatever. So 500 watt"},{"speaker":"John Weaver","startTime":2981.2090000000003,"endTime":2985.3790000000004,"body":"panel needed three kilograms,"},{"speaker":"John Weaver","startTime":2985.559,"endTime":2992.6690000000003,"body":"while in 21, that same module"},{"speaker":"John Weaver","startTime":2985.559,"endTime":2992.6690000000003,"body":"would be one kilogram 1/3, the"},{"speaker":"John Weaver","startTime":2992.6690000000003,"endTime":2998.789,"body":"amount of poly for the same"},{"speaker":"John Weaver","startTime":2992.6690000000003,"endTime":2998.789,"body":"solar panel? Yep. That's huge."},{"speaker":"John Weaver","startTime":2998.9990000000003,"endTime":3002.329,"body":"So when we talk about Tim, that"},{"speaker":"John Weaver","startTime":2998.9990000000003,"endTime":3002.329,"body":"the price of poly now is 40"},{"speaker":"John Weaver","startTime":3002.329,"endTime":3007.369,"body":"bucks, and it was 40 bucks a"},{"speaker":"John Weaver","startTime":3002.329,"endTime":3007.369,"body":"decade ago? It's not. Right,"},{"speaker":"John Weaver","startTime":3007.489,"endTime":3012.349,"body":"it's 40 bucks divided by a third"},{"speaker":"John Weaver","startTime":3007.489,"endTime":3012.349,"body":"on a per module level. And"},{"speaker":"John Weaver","startTime":3012.349,"endTime":3016.4590000000003,"body":"that's even before inflation,"},{"speaker":"John Weaver","startTime":3012.349,"endTime":3016.4590000000003,"body":"which my wonderful editor threw"},{"speaker":"John Weaver","startTime":3016.4590000000003,"endTime":3021.0490000000004,"body":"in inflation was 25%. Since"},{"speaker":"John Weaver","startTime":3016.4590000000003,"endTime":3021.0490000000004,"body":"then, so we're getting better at"},{"speaker":"John Weaver","startTime":3021.0490000000004,"endTime":3024.5290000000005,"body":"using our materials. And people"},{"speaker":"John Weaver","startTime":3021.0490000000004,"endTime":3024.5290000000005,"body":"keep saying all the price of"},{"speaker":"John Weaver","startTime":3024.5290000000005,"endTime":3028.699,"body":"solar panels can't keep falling."},{"speaker":"John Weaver","startTime":3024.5290000000005,"endTime":3028.699,"body":"Bullshit, yes, they can. They're"},{"speaker":"John Weaver","startTime":3028.699,"endTime":3031.849,"body":"gonna keep falling because we're"},{"speaker":"John Weaver","startTime":3028.699,"endTime":3031.849,"body":"gonna get better at using our"},{"speaker":"John Weaver","startTime":3031.849,"endTime":3035.809,"body":"technology. And if we get"},{"speaker":"John Weaver","startTime":3031.849,"endTime":3035.809,"body":"thinner and thinner solar cells,"},{"speaker":"John Weaver","startTime":3035.9590000000003,"endTime":3040.969,"body":"if we ever consider some, what's"},{"speaker":"John Weaver","startTime":3035.9590000000003,"endTime":3040.969,"body":"a key Fluss you know, from like,"},{"speaker":"John Weaver","startTime":3041.119,"endTime":3044.2990000000004,"body":"Karplus, thank you, Timothy."},{"speaker":"John Weaver","startTime":3041.119,"endTime":3044.2990000000004,"body":"Cephalus. I don't even know if"},{"speaker":"John Weaver","startTime":3044.2990000000004,"endTime":3049.3990000000003,"body":"that's a word. Let's make it"},{"speaker":"John Weaver","startTime":3044.2990000000004,"endTime":3049.3990000000003,"body":"Toothless. If we ever get to the"},{"speaker":"John Weaver","startTime":3049.3990000000003,"endTime":3052.2790000000005,"body":"point, we will read I have"},{"speaker":"John Weaver","startTime":3049.3990000000003,"endTime":3052.2790000000005,"body":"career Fluss solar module"},{"speaker":"John Weaver","startTime":3052.2790000000005,"endTime":3056.929,"body":"manufacturing, we get to like 50"},{"speaker":"John Weaver","startTime":3052.2790000000005,"endTime":3056.929,"body":"micron thickness, and we have no"},{"speaker":"John Weaver","startTime":3056.929,"endTime":3060.199,"body":"waste. Because this includes"},{"speaker":"John Weaver","startTime":3056.929,"endTime":3060.199,"body":"some ways, you know, Diamond,"},{"speaker":"John Weaver","startTime":3060.2290000000003,"endTime":3063.4990000000003,"body":"Diamond saws, when they cut the"},{"speaker":"John Weaver","startTime":3060.2290000000003,"endTime":3063.4990000000003,"body":"ingots, they still have some"},{"speaker":"John Weaver","startTime":3063.4990000000003,"endTime":3068.599,"body":"waste. It's so little now that I"},{"speaker":"John Weaver","startTime":3063.4990000000003,"endTime":3068.599,"body":"apparently we don't recycle, it"},{"speaker":"John Weaver","startTime":3068.599,"endTime":3071.5090000000005,"body":"is what I was told by a smart"},{"speaker":"John Weaver","startTime":3068.599,"endTime":3071.5090000000005,"body":"person. But if we, you know, if"},{"speaker":"John Weaver","startTime":3071.5090000000005,"endTime":3074.4190000000003,"body":"we drop that again, and we get"},{"speaker":"John Weaver","startTime":3071.5090000000005,"endTime":3074.4190000000003,"body":"more efficient, and better and"},{"speaker":"John Weaver","startTime":3074.4190000000003,"endTime":3078.1090000000004,"body":"better, we're gonna use less."},{"speaker":"John Weaver","startTime":3074.4190000000003,"endTime":3078.1090000000004,"body":"And so it's just, it's just"},{"speaker":"John Weaver","startTime":3078.139,"endTime":3081.829,"body":"cool. Yeah, this is the price"},{"speaker":"John Weaver","startTime":3078.139,"endTime":3081.829,"body":"falling over time. I didn't even"},{"speaker":"John Weaver","startTime":3081.829,"endTime":3084.139,"body":"look at this rest of the rest of"},{"speaker":"John Weaver","startTime":3081.829,"endTime":3084.139,"body":"this report. We could probably"},{"speaker":"John Weaver","startTime":3084.139,"endTime":3087.739,"body":"do a show just on this report"},{"speaker":"John Weaver","startTime":3084.139,"endTime":3087.739,"body":"and just go through the slides."},{"speaker":"John Weaver","startTime":3087.829,"endTime":3092.3590000000004,"body":"Because Fraunhofer is so cool."},{"speaker":"John Weaver","startTime":3087.829,"endTime":3092.3590000000004,"body":"So, so that's what I want to"},{"speaker":"John Weaver","startTime":3092.3590000000004,"endTime":3095.179,"body":"talk about in this report was,"},{"speaker":"John Weaver","startTime":3092.3590000000004,"endTime":3095.179,"body":"you know, when we're talking"},{"speaker":"John Weaver","startTime":3095.179,"endTime":3097.489,"body":"about the price of poly fouling,"},{"speaker":"John Weaver","startTime":3095.179,"endTime":3097.489,"body":"we're talking about volume"},{"speaker":"John Weaver","startTime":3097.489,"endTime":3102.7990000000004,"body":"scaling. You know, the one"},{"speaker":"John Weaver","startTime":3097.489,"endTime":3102.7990000000004,"body":"gigawatt poly silicon factory In"},{"speaker":"John Weaver","startTime":3102.7990000000004,"endTime":3109.1890000000003,"body":"2005, produces three times as"},{"speaker":"John Weaver","startTime":3102.7990000000004,"endTime":3109.1890000000003,"body":"many solar panels as it does in"},{"speaker":"John Weaver","startTime":3109.1890000000003,"endTime":3114.079,"body":"two, or produces three times as"},{"speaker":"John Weaver","startTime":3109.1890000000003,"endTime":3114.079,"body":"many solar panels and 22. So our"},{"speaker":"John Weaver","startTime":3114.079,"endTime":3118.849,"body":"growth is growing faster than it"},{"speaker":"John Weaver","startTime":3114.079,"endTime":3118.849,"body":"was growing. Because we're more"},{"speaker":"John Weaver","startTime":3118.849,"endTime":3123.889,"body":"effective, we're more efficient"},{"speaker":"John Weaver","startTime":3118.849,"endTime":3123.889,"body":"at doing what we do. And that's,"},{"speaker":"John Weaver","startTime":3124.1290000000004,"endTime":3127.0090000000005,"body":"you know, that's a whole new"},{"speaker":"John Weaver","startTime":3124.1290000000004,"endTime":3127.0090000000005,"body":"story I really need to write is"},{"speaker":"John Weaver","startTime":3127.0090000000005,"endTime":3129.5290000000005,"body":"to talk about this report, see"},{"speaker":"John Weaver","startTime":3127.0090000000005,"endTime":3129.5290000000005,"body":"if there's an updated version"},{"speaker":"John Weaver","startTime":3129.5290000000005,"endTime":3133.699,"body":"from front of offer, or from"},{"speaker":"John Weaver","startTime":3129.5290000000005,"endTime":3133.699,"body":"maybe Bloomberg and say, and"},{"speaker":"John Weaver","startTime":3133.699,"endTime":3136.9990000000003,"body":"figure out a cool headline, say,"},{"speaker":"John Weaver","startTime":3133.699,"endTime":3136.9990000000003,"body":"we're growing our growth is"},{"speaker":"John Weaver","startTime":3136.9990000000003,"endTime":3139.4590000000003,"body":"faster because we're better,"},{"speaker":"John Weaver","startTime":3136.9990000000003,"endTime":3139.4590000000003,"body":"smarter, bigger, faster,"},{"speaker":"John Weaver","startTime":3139.4590000000003,"endTime":3144.5890000000004,"body":"smarter, all that stuff. It's"},{"speaker":"John Weaver","startTime":3139.4590000000003,"endTime":3144.5890000000004,"body":"just cool to watch. So, you"},{"speaker":"John Weaver","startTime":3144.5890000000004,"endTime":3147.4990000000003,"body":"know, it's a good complementary,"},{"speaker":"John Weaver","startTime":3144.5890000000004,"endTime":3147.4990000000003,"body":"good complementary piece of"},{"speaker":"John Weaver","startTime":3147.4990000000003,"endTime":3150.5890000000004,"body":"data. So all that poly silicon"},{"speaker":"John Weaver","startTime":3147.4990000000003,"endTime":3150.5890000000004,"body":"talk. Yep."},{"speaker":"Tim Montague","startTime":3152.7500000000005,"endTime":3157.4300000000003,"body":"What is the US"},{"speaker":"Tim Montague","startTime":3152.7500000000005,"endTime":3157.4300000000003,"body":"analog of Fraunhofer? Do we have"},{"speaker":"Tim Montague","startTime":3157.46,"endTime":3160.19,"body":"enrolled? enrolled? Thank you"},{"speaker":"Tim Montague","startTime":3157.46,"endTime":3160.19,"body":"course."},{"speaker":"John Weaver","startTime":3160.219,"endTime":3163.3990000000003,"body":"Come on. You love"},{"speaker":"John Weaver","startTime":3160.219,"endTime":3163.3990000000003,"body":"it. We both live in Rome. I've"},{"speaker":"John Weaver","startTime":3163.3990000000003,"endTime":3166.1890000000003,"body":"been enrolled. I've been to"},{"speaker":"John Weaver","startTime":3163.3990000000003,"endTime":3166.1890000000003,"body":"their golden Colorado facility,"},{"speaker":"John Weaver","startTime":3166.1890000000003,"endTime":3169.369,"body":"man. I felt like a little kid in"},{"speaker":"John Weaver","startTime":3166.1890000000003,"endTime":3169.369,"body":"a candy shop. That was my Disney"},{"speaker":"John Weaver","startTime":3169.369,"endTime":3169.7290000000003,"body":"World."},{"speaker":"Tim Montague","startTime":3170.0600000000004,"endTime":3172.67,"body":"I got to see the"},{"speaker":"Tim Montague","startTime":3170.0600000000004,"endTime":3172.67,"body":"facility from afar. I took a"},{"speaker":"Tim Montague","startTime":3172.67,"endTime":3176.21,"body":"trip. I took a SunPower training"},{"speaker":"Tim Montague","startTime":3172.67,"endTime":3176.21,"body":"and we could see the campus who"},{"speaker":"Tim Montague","startTime":3176.21,"endTime":3183.44,"body":"but I didn't go. I got I drove"},{"speaker":"Tim Montague","startTime":3176.21,"endTime":3183.44,"body":"through real quickly, but I"},{"speaker":"Tim Montague","startTime":3183.44,"endTime":3185.51,"body":"didn't go inside any of the"},{"speaker":"Tim Montague","startTime":3183.44,"endTime":3185.51,"body":"buildings. But"},{"speaker":"John Weaver","startTime":3185.6000000000004,"endTime":3188.1800000000003,"body":"I know some people"},{"speaker":"John Weaver","startTime":3185.6000000000004,"endTime":3188.1800000000003,"body":"Tim, you know, let me know."},{"speaker":"Tim Montague","startTime":3190.5800000000004,"endTime":3194.15,"body":"I definitely like"},{"speaker":"Tim Montague","startTime":3190.5800000000004,"endTime":3194.15,"body":"to visit unreal. And it's"},{"speaker":"John Weaver","startTime":3194.15,"endTime":3196.1000000000004,"body":"Colorado who"},{"speaker":"John Weaver","startTime":3194.15,"endTime":3196.1000000000004,"body":"doesn't like going to Colorado?"},{"speaker":"John Weaver","startTime":3196.19,"endTime":3200.78,"body":"It's just how it's it's. It's"},{"speaker":"John Weaver","startTime":3196.19,"endTime":3200.78,"body":"southwest of Denver. So not bad"},{"speaker":"John Weaver","startTime":3200.78,"endTime":3201.32,"body":"place."},{"speaker":"Tim Montague","startTime":3202.3700000000003,"endTime":3204.5000000000005,"body":"Yeah, that's in"},{"speaker":"Tim Montague","startTime":3202.3700000000003,"endTime":3204.5000000000005,"body":"the, in the foothills of the"},{"speaker":"Tim Montague","startTime":3204.5000000000005,"endTime":3209.3,"body":"Rockies. That's great skiing"},{"speaker":"Tim Montague","startTime":3204.5000000000005,"endTime":3209.3,"body":"nearby. And if you drive, I'll"},{"speaker":"Tim Montague","startTime":3209.3,"endTime":3212.7200000000003,"body":"do that this winter. Go go to"},{"speaker":"Tim Montague","startTime":3209.3,"endTime":3212.7200000000003,"body":"Colorado, go skiing and go to"},{"speaker":"Tim Montague","startTime":3212.7200000000003,"endTime":3213.2900000000004,"body":"NFL."},{"speaker":"John Weaver","startTime":3214.34,"endTime":3216.65,"body":"Sounds like playing"},{"speaker":"John Weaver","startTime":3214.34,"endTime":3216.65,"body":"man. Let me know. I got friends"},{"speaker":"John Weaver","startTime":3216.65,"endTime":3218.57,"body":"in Denver. take you out to"},{"speaker":"John Weaver","startTime":3216.65,"endTime":3218.57,"body":"dinner."},{"speaker":"Tim Montague","startTime":3221.4800000000005,"endTime":3224.6000000000004,"body":"Yeah, a lot going"},{"speaker":"Tim Montague","startTime":3221.4800000000005,"endTime":3224.6000000000004,"body":"on in Colorado. It's a real"},{"speaker":"Tim Montague","startTime":3224.6000000000004,"endTime":3228.6200000000003,"body":"hotspot for the solar industry."},{"speaker":"Tim Montague","startTime":3224.6000000000004,"endTime":3228.6200000000003,"body":"Yep. Yeah, a lot of solar"},{"speaker":"Tim Montague","startTime":3228.6200000000003,"endTime":3229.5200000000004,"body":"companies."},{"speaker":"John Weaver","startTime":3231.2300000000005,"endTime":3233.3300000000004,"body":"Good solar. A lot"},{"speaker":"John Weaver","startTime":3231.2300000000005,"endTime":3233.3300000000004,"body":"of good wins. I'm working as a"},{"speaker":"John Weaver","startTime":3233.3300000000004,"endTime":3240.0200000000004,"body":"consultant on a larger ground"},{"speaker":"John Weaver","startTime":3233.3300000000004,"endTime":3240.0200000000004,"body":"mount system out there. Large,"},{"speaker":"John Weaver","startTime":3241.3100000000004,"endTime":3246.26,"body":"potentially 250. Max. Nice."},{"speaker":"John Weaver","startTime":3241.3100000000004,"endTime":3246.26,"body":"Yeah, it's a landowner who's"},{"speaker":"John Weaver","startTime":3246.26,"endTime":3253.0400000000004,"body":"being solicited by big time"},{"speaker":"John Weaver","startTime":3246.26,"endTime":3253.0400000000004,"body":"developers for a Excel IRP and"},{"speaker":"John Weaver","startTime":3253.1600000000003,"endTime":3255.7700000000004,"body":"hope they get into it. Hope it"},{"speaker":"John Weaver","startTime":3253.1600000000003,"endTime":3255.7700000000004,"body":"works."},{"speaker":"Tim Montague","startTime":3262.01,"endTime":3263.3300000000004,"body":"Well, speaking of"},{"speaker":"Tim Montague","startTime":3262.01,"endTime":3263.3300000000004,"body":"Unreal"},{"speaker":"John Weaver","startTime":3265.88,"endTime":3268.9100000000003,"body":"that's more inro."},{"speaker":"John Weaver","startTime":3265.88,"endTime":3268.9100000000003,"body":"No, this is Fraunhofer again."},{"speaker":"Tim Montague","startTime":3270.38,"endTime":3273.71,"body":"It's Fraunhofer."},{"speaker":"Tim Montague","startTime":3270.38,"endTime":3273.71,"body":"But it references and row."},{"speaker":"John Weaver","startTime":3274.07,"endTime":3275.8100000000004,"body":"Well, it's the"},{"speaker":"John Weaver","startTime":3274.07,"endTime":3275.8100000000004,"body":"Enrile chart, you know, because"},{"speaker":"John Weaver","startTime":3275.8100000000004,"endTime":3279.8,"body":"enrols got the most famous"},{"speaker":"John Weaver","startTime":3275.8100000000004,"endTime":3279.8,"body":"chart. But yes, so Fraunhofer"},{"speaker":"John Weaver","startTime":3280.5800000000004,"endTime":3288.5000000000005,"body":"has a new record high efficiency"},{"speaker":"John Weaver","startTime":3280.5800000000004,"endTime":3288.5000000000005,"body":"solar cell. It's under 666"},{"speaker":"John Weaver","startTime":3288.8,"endTime":3292.2200000000003,"body":"concentrations. By the way, Tim,"},{"speaker":"John Weaver","startTime":3288.8,"endTime":3292.2200000000003,"body":"you really need to catch up on"},{"speaker":"John Weaver","startTime":3292.2200000000003,"endTime":3298.7000000000003,"body":"any for everybody in your"},{"speaker":"John Weaver","startTime":3292.2200000000003,"endTime":3298.7000000000003,"body":"LinkedIn lottery. I got so many"},{"speaker":"John Weaver","startTime":3298.7000000000003,"endTime":3301.61,"body":"job offers on LinkedIn, it's"},{"speaker":"John Weaver","startTime":3298.7000000000003,"endTime":3301.61,"body":"like I need to put check off a"},{"speaker":"John Weaver","startTime":3301.61,"endTime":3308.3,"body":"box that says no, I'm not open"},{"speaker":"John Weaver","startTime":3301.61,"endTime":3308.3,"body":"to work. But what this article"},{"speaker":"John Weaver","startTime":3308.3,"endTime":3312.32,"body":"is about is that top right,"},{"speaker":"John Weaver","startTime":3308.3,"endTime":3312.32,"body":"little dot all the way at the"},{"speaker":"John Weaver","startTime":3312.32,"endTime":3319.76,"body":"top there the number one and"},{"speaker":"John Weaver","startTime":3312.32,"endTime":3319.76,"body":"that chart. Yep, that's it."},{"speaker":"John Weaver","startTime":3319.9700000000003,"endTime":3326.36,"body":"That's what this article is"},{"speaker":"John Weaver","startTime":3319.9700000000003,"endTime":3326.36,"body":"about. 47.6% 47.6. Now that is a"},{"speaker":"John Weaver","startTime":3326.6000000000004,"endTime":3330.92,"body":"six layer chip, no, four, it's a"},{"speaker":"John Weaver","startTime":3326.6000000000004,"endTime":3330.92,"body":"four junction chip. And it's"},{"speaker":"John Weaver","startTime":3330.92,"endTime":3337.9100000000003,"body":"under 666 concentration,"},{"speaker":"John Weaver","startTime":3330.92,"endTime":3337.9100000000003,"body":"sunlight. And, and it's just the"},{"speaker":"John Weaver","startTime":3337.9100000000003,"endTime":3340.9700000000003,"body":"most efficient ship in the world"},{"speaker":"John Weaver","startTime":3337.9100000000003,"endTime":3340.9700000000003,"body":"now. So new record, and that's"},{"speaker":"John Weaver","startTime":3340.9700000000003,"endTime":3348.0800000000004,"body":"pretty cool. And, you know, of"},{"speaker":"John Weaver","startTime":3340.9700000000003,"endTime":3348.0800000000004,"body":"course, this isn't gonna get us"},{"speaker":"John Weaver","startTime":3348.0800000000004,"endTime":3352.0400000000004,"body":"anywhere on Earth. This is for a"},{"speaker":"John Weaver","startTime":3348.0800000000004,"endTime":3352.0400000000004,"body":"while it could get used on"},{"speaker":"John Weaver","startTime":3352.0400000000004,"endTime":3356.8100000000004,"body":"Earth, like in Super high cost"},{"speaker":"John Weaver","startTime":3352.0400000000004,"endTime":3356.8100000000004,"body":"places like drones or on an"},{"speaker":"John Weaver","startTime":3356.8100000000004,"endTime":3360.4700000000003,"body":"airplane or other cool places."},{"speaker":"John Weaver","startTime":3356.8100000000004,"endTime":3360.4700000000003,"body":"That wouldn't work very well on"},{"speaker":"John Weaver","startTime":3360.4700000000003,"endTime":3363.65,"body":"a drone or an aeroplane because"},{"speaker":"John Weaver","startTime":3360.4700000000003,"endTime":3363.65,"body":"it wants direct radiation. But"},{"speaker":"John Weaver","startTime":3363.9800000000005,"endTime":3367.76,"body":"in space, this technology does"},{"speaker":"John Weaver","startTime":3363.9800000000005,"endTime":3367.76,"body":"get us this multi layer"},{"speaker":"John Weaver","startTime":3367.76,"endTime":3372.7700000000004,"body":"technology. It's a this multi"},{"speaker":"John Weaver","startTime":3367.76,"endTime":3372.7700000000004,"body":"layer technology is on the"},{"speaker":"John Weaver","startTime":3373.76,"endTime":3378.05,"body":"What's it called the"},{"speaker":"John Weaver","startTime":3373.76,"endTime":3378.05,"body":"International Space Station. I"},{"speaker":"John Weaver","startTime":3378.05,"endTime":3380.03,"body":"don't know if it's on other"},{"speaker":"John Weaver","startTime":3378.05,"endTime":3380.03,"body":"satellites, but it's definitely"},{"speaker":"John Weaver","startTime":3380.03,"endTime":3383.03,"body":"on the ISS. So let's just neat."},{"speaker":"Tim Montague","startTime":3384.38,"endTime":3387.05,"body":"I mean, the delta"},{"speaker":"Tim Montague","startTime":3384.38,"endTime":3387.05,"body":"is interesting. The the best of"},{"speaker":"Tim Montague","startTime":3387.05,"endTime":3391.4900000000002,"body":"breed commercial panels are in"},{"speaker":"Tim Montague","startTime":3387.05,"endTime":3391.4900000000002,"body":"the in the mid 20s. Right? 24%"},{"speaker":"Tim Montague","startTime":3391.6400000000003,"endTime":3397.61,"body":"efficiency today. Yes, best and"},{"speaker":"Tim Montague","startTime":3391.6400000000003,"endTime":3397.61,"body":"so what's coming is almost"},{"speaker":"Tim Montague","startTime":3397.61,"endTime":3403.61,"body":"double that in efficiency, which"},{"speaker":"Tim Montague","startTime":3397.61,"endTime":3403.61,"body":"is pretty incredible. Um, but"},{"speaker":"Tim Montague","startTime":3403.61,"endTime":3407.3300000000004,"body":"it's got to be hybrid, right?"},{"speaker":"Tim Montague","startTime":3403.61,"endTime":3407.3300000000004,"body":"Because the physical limit for"},{"speaker":"Tim Montague","startTime":3408.0800000000004,"endTime":3411.9500000000003,"body":"traditional crystal and"},{"speaker":"Tim Montague","startTime":3408.0800000000004,"endTime":3411.9500000000003,"body":"photovoltaics is like 33%, isn't"},{"speaker":"Tim Montague","startTime":3411.9500000000003,"endTime":3412.1600000000003,"body":"it?"},{"speaker":"John Weaver","startTime":3412.7000000000003,"endTime":3415.55,"body":"Yeah, the technical"},{"speaker":"John Weaver","startTime":3412.7000000000003,"endTime":3415.55,"body":"single layer or poly silicon"},{"speaker":"John Weaver","startTime":3415.55,"endTime":3420.6200000000003,"body":"limit is 33. Though realistic"},{"speaker":"John Weaver","startTime":3415.55,"endTime":3420.6200000000003,"body":"one is like 29, because you"},{"speaker":"John Weaver","startTime":3420.6200000000003,"endTime":3425.03,"body":"know, there's losses and this"},{"speaker":"John Weaver","startTime":3420.6200000000003,"endTime":3425.03,"body":"and that, and this. But yeah, so"},{"speaker":"John Weaver","startTime":3425.03,"endTime":3428.3900000000003,"body":"this is now now whether or not"},{"speaker":"John Weaver","startTime":3425.03,"endTime":3428.3900000000003,"body":"we can ever install something"},{"speaker":"John Weaver","startTime":3428.3900000000003,"endTime":3431.0600000000004,"body":"like this on a house. I don't"},{"speaker":"John Weaver","startTime":3428.3900000000003,"endTime":3431.0600000000004,"body":"know. Because it might not make"},{"speaker":"John Weaver","startTime":3431.0600000000004,"endTime":3431.69,"body":"sense."},{"speaker":"Tim Montague","startTime":3433.67,"endTime":3435.44,"body":"But, you know,"},{"speaker":"Tim Montague","startTime":3433.67,"endTime":3435.44,"body":"well, yeah, there's a lot of"},{"speaker":"Tim Montague","startTime":3435.44,"endTime":3440.0600000000004,"body":"things you can do in theory, or"},{"speaker":"Tim Montague","startTime":3435.44,"endTime":3440.0600000000004,"body":"at a very high expense, like,"},{"speaker":"Tim Montague","startTime":3440.3300000000004,"endTime":3444.8,"body":"fusion. It's so interesting how"},{"speaker":"Tim Montague","startTime":3440.3300000000004,"endTime":3444.8,"body":"that fusion story took off. And"},{"speaker":"Tim Montague","startTime":3444.8300000000004,"endTime":3449.4800000000005,"body":"I had complete, you know, lay"},{"speaker":"Tim Montague","startTime":3444.8300000000004,"endTime":3449.4800000000005,"body":"people who have no interest in"},{"speaker":"Tim Montague","startTime":3449.4800000000005,"endTime":3453.5600000000004,"body":"clean energy, really, for the"},{"speaker":"Tim Montague","startTime":3449.4800000000005,"endTime":3453.5600000000004,"body":"most part, you know, saying,"},{"speaker":"Tim Montague","startTime":3453.5600000000004,"endTime":3456.4700000000003,"body":"Hey, did you see that story"},{"speaker":"Tim Montague","startTime":3453.5600000000004,"endTime":3456.4700000000003,"body":"about fusion? It's so cool. And"},{"speaker":"Tim Montague","startTime":3456.4700000000003,"endTime":3459.9800000000005,"body":"I'm like, Yeah, but is it ever"},{"speaker":"Tim Montague","startTime":3456.4700000000003,"endTime":3459.9800000000005,"body":"going to pencil? I don't doubt"},{"speaker":"Tim Montague","startTime":3459.9800000000005,"endTime":3462.6200000000003,"body":"that. We'll figure it out."},{"speaker":"Tim Montague","startTime":3459.9800000000005,"endTime":3462.6200000000003,"body":"Right. But I don't know that"},{"speaker":"Tim Montague","startTime":3462.6200000000003,"endTime":3467.78,"body":"it's ever going to be cost"},{"speaker":"Tim Montague","startTime":3462.6200000000003,"endTime":3467.78,"body":"competitive. So I'm not, but it"},{"speaker":"Tim Montague","startTime":3467.78,"endTime":3470.6600000000003,"body":"just grabbed people's attention."},{"speaker":"Tim Montague","startTime":3467.78,"endTime":3470.6600000000003,"body":"It got a lot of news."},{"speaker":"John Weaver","startTime":3471.6800000000003,"endTime":3473.8100000000004,"body":"I mean, it would be"},{"speaker":"John Weaver","startTime":3471.6800000000003,"endTime":3473.8100000000004,"body":"cool to have a giant fusion"},{"speaker":"John Weaver","startTime":3473.8100000000004,"endTime":3480.7400000000002,"body":"reaction reactor in the middle"},{"speaker":"John Weaver","startTime":3473.8100000000004,"endTime":3480.7400000000002,"body":"of the middle of New York City."},{"speaker":"Tim Montague","startTime":3483.0200000000004,"endTime":3485.1200000000003,"body":"Yeah, as long as"},{"speaker":"Tim Montague","startTime":3483.0200000000004,"endTime":3485.1200000000003,"body":"it's contained. It's awesome,"},{"speaker":"Tim Montague","startTime":3485.1200000000003,"endTime":3490.7300000000005,"body":"right? You gotta you gotta"},{"speaker":"Tim Montague","startTime":3485.1200000000003,"endTime":3490.7300000000005,"body":"continue in a magnetic field."},{"speaker":"Tim Montague","startTime":3490.7300000000005,"endTime":3496.46,"body":"Right. And that's, that's hard."},{"speaker":"Tim Montague","startTime":3490.7300000000005,"endTime":3496.46,"body":"Because we don't have materials"},{"speaker":"Tim Montague","startTime":3496.4900000000002,"endTime":3502.07,"body":"that can withstand the heat that"},{"speaker":"Tim Montague","startTime":3496.4900000000002,"endTime":3502.07,"body":"comes off of the reaction. But"},{"speaker":"Tim Montague","startTime":3502.07,"endTime":3505.1000000000004,"body":"anyway, the sun does it every"},{"speaker":"Tim Montague","startTime":3502.07,"endTime":3505.1000000000004,"body":"day for free. And we appreciate"},{"speaker":"Tim Montague","startTime":3505.1000000000004,"endTime":3510.92,"body":"that. takes eight minutes. Eight"},{"speaker":"Tim Montague","startTime":3505.1000000000004,"endTime":3510.92,"body":"minutes from Sun to Earth."},{"speaker":"John Weaver","startTime":3511.88,"endTime":3514.34,"body":"Eight minutes solar"},{"speaker":"John Weaver","startTime":3511.88,"endTime":3514.34,"body":"name their company after that."},{"speaker":"John Weaver","startTime":3514.5200000000004,"endTime":3517.19,"body":"That's right. It's good name."},{"speaker":"Tim Montague","startTime":3519.8900000000003,"endTime":3521.63,"body":"All right. Well,"},{"speaker":"Tim Montague","startTime":3519.8900000000003,"endTime":3521.63,"body":"we're down to the wire. We"},{"speaker":"Tim Montague","startTime":3521.63,"endTime":3524.21,"body":"better we better wrap this up."},{"speaker":"Tim Montague","startTime":3521.63,"endTime":3524.21,"body":"John. I don't think we can do"},{"speaker":"Tim Montague","startTime":3524.21,"endTime":3527.0000000000005,"body":"even another story. I really"},{"speaker":"Tim Montague","startTime":3524.21,"endTime":3527.0000000000005,"body":"appreciate you bringing all this"},{"speaker":"Tim Montague","startTime":3527.0000000000005,"endTime":3529.46,"body":"great news, you've obviously"},{"speaker":"Tim Montague","startTime":3527.0000000000005,"endTime":3529.46,"body":"been writing a lot, you must"},{"speaker":"Tim Montague","startTime":3529.46,"endTime":3537.2300000000005,"body":"have been on vacation. So thank"},{"speaker":"Tim Montague","startTime":3529.46,"endTime":3537.2300000000005,"body":"you. Thank you, Santa Claus."},{"speaker":"Tim Montague","startTime":3539.09,"endTime":3542.4800000000005,"body":"Looking forward to a great 2023"},{"speaker":"Tim Montague","startTime":3539.09,"endTime":3542.4800000000005,"body":"Though this is this is going to"},{"speaker":"Tim Montague","startTime":3542.4800000000005,"endTime":3546.9500000000003,"body":"be a great year for clean"},{"speaker":"Tim Montague","startTime":3542.4800000000005,"endTime":3546.9500000000003,"body":"energy. And like I said earlier,"},{"speaker":"Tim Montague","startTime":3546.9800000000005,"endTime":3551.57,"body":"reach out to me if you're not"},{"speaker":"Tim Montague","startTime":3546.9800000000005,"endTime":3551.57,"body":"already in. I'm given a webinar"},{"speaker":"Tim Montague","startTime":3551.57,"endTime":3554.7200000000003,"body":"tonight on getting into"},{"speaker":"Tim Montague","startTime":3551.57,"endTime":3554.7200000000003,"body":"commercial solar growing your"},{"speaker":"Tim Montague","startTime":3554.7200000000003,"endTime":3559.55,"body":"commercial solar sales practice."},{"speaker":"Tim Montague","startTime":3554.7200000000003,"endTime":3559.55,"body":"So reach out to me and you can"},{"speaker":"Tim Montague","startTime":3559.55,"endTime":3562.9100000000003,"body":"find all of our content at clean"},{"speaker":"Tim Montague","startTime":3559.55,"endTime":3562.9100000000003,"body":"power hour.com Give us a rating"},{"speaker":"Tim Montague","startTime":3562.9100000000003,"endTime":3566.7500000000005,"body":"and a review on Apple and"},{"speaker":"Tim Montague","startTime":3562.9100000000003,"endTime":3566.7500000000005,"body":"Spotify. And please subscribe to"},{"speaker":"Tim Montague","startTime":3566.7500000000005,"endTime":3569.8100000000004,"body":"the YouTube. But most most"},{"speaker":"Tim Montague","startTime":3566.7500000000005,"endTime":3569.8100000000004,"body":"importantly, reach out to us."},{"speaker":"Tim Montague","startTime":3570.4100000000003,"endTime":3573.0200000000004,"body":"You can find us on LinkedIn."},{"speaker":"Tim Montague","startTime":3570.4100000000003,"endTime":3573.0200000000004,"body":"That's the easiest way to find"},{"speaker":"Tim Montague","startTime":3573.0200000000004,"endTime":3575.78,"body":"me or on the on the website. How"},{"speaker":"Tim Montague","startTime":3573.0200000000004,"endTime":3575.78,"body":"can our listeners find you John"},{"speaker":"John Weaver","startTime":3576.26,"endTime":3579.44,"body":"Marshall solar"},{"speaker":"John Weaver","startTime":3576.26,"endTime":3579.44,"body":"guide.com. I got a Contact Us"},{"speaker":"John Weaver","startTime":3579.44,"endTime":3583.19,"body":"report. You can also reach out"},{"speaker":"John Weaver","startTime":3579.44,"endTime":3583.19,"body":"to me on Twitter. I'm solar in"},{"speaker":"John Weaver","startTime":3583.19,"endTime":3586.94,"body":"mass. And I'm on Leeton john"},{"speaker":"John Weaver","startTime":3583.19,"endTime":3586.94,"body":"fitzgerald Weaver."},{"speaker":"Tim Montague","startTime":3588.7400000000002,"endTime":3592.4,"body":"Excellent. Well"},{"speaker":"Tim Montague","startTime":3588.7400000000002,"endTime":3592.4,"body":"that's a wrap. I will see you"},{"speaker":"Tim Montague","startTime":3592.4,"endTime":3595.67,"body":"and all of our listeners next"},{"speaker":"Tim Montague","startTime":3592.4,"endTime":3595.67,"body":"week. I'm Tim Montague. Let's go"},{"speaker":"Tim Montague","startTime":3595.67,"endTime":3596.7500000000005,"body":"solar and storage"},{"speaker":"Tim Montague","startTime":3603.59,"endTime":3609.5000000000005,"body":"see what's on this business call"},{"speaker":"Tim Montague","startTime":3603.59,"endTime":3609.5000000000005,"body":"it it"}]}