{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":93.95,"endTime":96.17,"body":"Welcome to the"},{"speaker":"Tim Montague","startTime":93.95,"endTime":96.17,"body":"Clean Power Hour live. I'm Tim"},{"speaker":"Tim Montague","startTime":96.17,"endTime":102.2,"body":"Montague, your co host today is"},{"speaker":"Tim Montague","startTime":96.17,"endTime":102.2,"body":"January 19 2023. And you can"},{"speaker":"Tim Montague","startTime":102.2,"endTime":106.82,"body":"check out all of our content at"},{"speaker":"Tim Montague","startTime":102.2,"endTime":106.82,"body":"Clean Power hour.com. Please"},{"speaker":"Tim Montague","startTime":106.82,"endTime":110.30000000000001,"body":"give us a rating and review on"},{"speaker":"Tim Montague","startTime":106.82,"endTime":110.30000000000001,"body":"Apple and Spotify. Subscribe to"},{"speaker":"Tim Montague","startTime":110.30000000000001,"endTime":116.81,"body":"our channel on YouTube. And we"},{"speaker":"Tim Montague","startTime":110.30000000000001,"endTime":116.81,"body":"are about to announce a major"},{"speaker":"Tim Montague","startTime":116.81,"endTime":119.75,"body":"corporate sponsorship for the"},{"speaker":"Tim Montague","startTime":116.81,"endTime":119.75,"body":"show. But we have room for more."},{"speaker":"Tim Montague","startTime":119.75,"endTime":125.51,"body":"So if you want to get in front"},{"speaker":"Tim Montague","startTime":119.75,"endTime":125.51,"body":"of energy engineers, energy"},{"speaker":"Tim Montague","startTime":125.51,"endTime":130.85,"body":"financiers, energy project"},{"speaker":"Tim Montague","startTime":125.51,"endTime":130.85,"body":"managers, all kinds of clean"},{"speaker":"Tim Montague","startTime":130.85,"endTime":134.87,"body":"energy geeks, then please reach"},{"speaker":"Tim Montague","startTime":130.85,"endTime":134.87,"body":"out to me I have a great media"},{"speaker":"Tim Montague","startTime":134.87,"endTime":139.79000000000002,"body":"kit I can send you just find me"},{"speaker":"Tim Montague","startTime":134.87,"endTime":139.79000000000002,"body":"on LinkedIn or go to clean power"},{"speaker":"Tim Montague","startTime":139.82,"endTime":145.19,"body":"hour.com and hit that connect or"},{"speaker":"Tim Montague","startTime":139.82,"endTime":145.19,"body":"whatever the button says Welcome"},{"speaker":"Tim Montague","startTime":145.19,"endTime":147.26,"body":"to the show, John Weaver"},{"speaker":"Tim Montague","startTime":145.19,"endTime":147.26,"body":"commercial solar guy."},{"speaker":"John Weaver","startTime":148.04000000000002,"endTime":153.23000000000002,"body":"And also if you if"},{"speaker":"John Weaver","startTime":148.04000000000002,"endTime":153.23000000000002,"body":"you get on Tim Show, then I will"},{"speaker":"John Weaver","startTime":153.23000000000002,"endTime":155.63,"body":"ask you a whole bunch of"},{"speaker":"John Weaver","startTime":153.23000000000002,"endTime":155.63,"body":"questions about your hardware,"},{"speaker":"John Weaver","startTime":155.93,"endTime":158.84,"body":"because I need to learn about"},{"speaker":"John Weaver","startTime":155.93,"endTime":158.84,"body":"your hardware, because we might"},{"speaker":"John Weaver","startTime":158.84,"endTime":162.5,"body":"have to use it one of our"},{"speaker":"John Weaver","startTime":158.84,"endTime":162.5,"body":"projects. And that's always a"},{"speaker":"John Weaver","startTime":162.5,"endTime":165.95,"body":"benefit for me, because I want"},{"speaker":"John Weaver","startTime":162.5,"endTime":165.95,"body":"him to bring cool people on the"},{"speaker":"John Weaver","startTime":165.95,"endTime":169.49,"body":"show. So I know how to build"},{"speaker":"John Weaver","startTime":165.95,"endTime":169.49,"body":"some better solar because that's"},{"speaker":"John Weaver","startTime":169.51999999999998,"endTime":173.0,"body":"you know, a lot of this comes"},{"speaker":"John Weaver","startTime":169.51999999999998,"endTime":173.0,"body":"down to all of us professionals,"},{"speaker":"John Weaver","startTime":173.0,"endTime":175.85,"body":"Tim included, who's a solar"},{"speaker":"John Weaver","startTime":173.0,"endTime":175.85,"body":"developer, we all want to be"},{"speaker":"John Weaver","startTime":175.85,"endTime":181.1,"body":"able to do solar better. And and"},{"speaker":"John Weaver","startTime":175.85,"endTime":181.1,"body":"that would be sweet to see some"},{"speaker":"John Weaver","startTime":181.1,"endTime":185.93,"body":"advertisers here on a clean"},{"speaker":"John Weaver","startTime":181.1,"endTime":185.93,"body":"power hour because solar 24/7"},{"speaker":"John Weaver","startTime":186.32,"endTime":189.68,"body":"You know, and batteries and"},{"speaker":"John Weaver","startTime":186.32,"endTime":189.68,"body":"hydrogen and electric cars, and"},{"speaker":"John Weaver","startTime":189.68,"endTime":192.05,"body":"sometimes some rockets going"},{"speaker":"John Weaver","startTime":189.68,"endTime":192.05,"body":"into space because that's pretty"},{"speaker":"John Weaver","startTime":192.05,"endTime":195.98,"body":"cool. Tim, how are you? I'm in"},{"speaker":"John Weaver","startTime":192.05,"endTime":195.98,"body":"my new room here at my co"},{"speaker":"John Weaver","startTime":195.98,"endTime":196.85,"body":"working space."},{"speaker":"Tim Montague","startTime":197.36,"endTime":199.46,"body":"Got a fancy"},{"speaker":"Tim Montague","startTime":197.36,"endTime":199.46,"body":"background and everything John"},{"speaker":"Tim Montague","startTime":199.46,"endTime":203.24,"body":"Weaver I'm just I'm just like"},{"speaker":"Tim Montague","startTime":199.46,"endTime":203.24,"body":"flabbergasted over here"},{"speaker":"John Weaver","startTime":203.39000000000001,"endTime":205.7,"body":"work. And I got"},{"speaker":"John Weaver","startTime":203.39000000000001,"endTime":205.7,"body":"this cool microphone that's as"},{"speaker":"John Weaver","startTime":205.7,"endTime":209.69,"body":"big as my head here. Yeah, I'm"},{"speaker":"John Weaver","startTime":205.7,"endTime":209.69,"body":"gonna show it to you. It's"},{"speaker":"John Weaver","startTime":209.69,"endTime":211.85,"body":"giant. You can't really see it"},{"speaker":"John Weaver","startTime":209.69,"endTime":211.85,"body":"here. But look, it's got all"},{"speaker":"John Weaver","startTime":211.85,"endTime":214.37,"body":"kinds of neat was banging stuff."},{"speaker":"John Weaver","startTime":211.85,"endTime":214.37,"body":"I don't know how to use it well,"},{"speaker":"John Weaver","startTime":214.37,"endTime":215.6,"body":"but I'll figure it out."},{"speaker":"Tim Montague","startTime":217.01,"endTime":219.8,"body":"It's good to be in"},{"speaker":"Tim Montague","startTime":217.01,"endTime":219.8,"body":"a studio environment. And"},{"speaker":"Unknown","startTime":221.69,"endTime":223.94,"body":"I Oh,"},{"speaker":"Tim Montague","startTime":224.15,"endTime":227.12,"body":"speaking of"},{"speaker":"Tim Montague","startTime":224.15,"endTime":227.12,"body":"guests, we have Q sales coming"},{"speaker":"Tim Montague","startTime":227.12,"endTime":233.93,"body":"on the show John on February 2."},{"speaker":"Tim Montague","startTime":227.12,"endTime":233.93,"body":"And what is his name? Scott"},{"speaker":"Tim Montague","startTime":233.93,"endTime":238.37,"body":"Moskowitz. Yes, is going to come"},{"speaker":"Tim Montague","startTime":233.93,"endTime":238.37,"body":"on the show to talk about what"},{"speaker":"Tim Montague","startTime":238.67,"endTime":243.62,"body":"they're up to in Georgia. And"},{"speaker":"Tim Montague","startTime":238.67,"endTime":243.62,"body":"around the world q cells being a"},{"speaker":"Tim Montague","startTime":244.34,"endTime":247.97,"body":"South Korean solar panel"},{"speaker":"Tim Montague","startTime":244.34,"endTime":247.97,"body":"manufacturer, now vertically"},{"speaker":"Tim Montague","startTime":247.97,"endTime":252.02,"body":"integrated solar developer asset"},{"speaker":"Tim Montague","startTime":247.97,"endTime":252.02,"body":"owner. I have many wonderful"},{"speaker":"Tim Montague","startTime":252.02,"endTime":255.89000000000001,"body":"colleagues who have migrated to"},{"speaker":"Tim Montague","startTime":252.02,"endTime":255.89000000000001,"body":"q cells in the last couple of"},{"speaker":"Tim Montague","startTime":255.89000000000001,"endTime":260.65999999999997,"body":"years. They're on a tear. And we"},{"speaker":"Tim Montague","startTime":255.89000000000001,"endTime":260.65999999999997,"body":"we did an extensive story on"},{"speaker":"Tim Montague","startTime":260.65999999999997,"endTime":263.3,"body":"them last week, check out last"},{"speaker":"Tim Montague","startTime":260.65999999999997,"endTime":263.3,"body":"week's live if you want to learn"},{"speaker":"Tim Montague","startTime":263.3,"endTime":265.7,"body":"more about what q cells is up to"},{"speaker":"Tim Montague","startTime":263.3,"endTime":265.7,"body":"they're building a major"},{"speaker":"Tim Montague","startTime":265.7,"endTime":268.85,"body":"manufacturing plant soup to"},{"speaker":"Tim Montague","startTime":265.7,"endTime":268.85,"body":"nuts, right? Not just solar"},{"speaker":"Tim Montague","startTime":268.85,"endTime":274.34000000000003,"body":"panel assembly but ingots,"},{"speaker":"Tim Montague","startTime":268.85,"endTime":274.34000000000003,"body":"wafers, cells, modules, the"},{"speaker":"Tim Montague","startTime":274.34000000000003,"endTime":278.48,"body":"whole nine yards, which is"},{"speaker":"Tim Montague","startTime":274.34000000000003,"endTime":278.48,"body":"really cool. And real quick, I"},{"speaker":"Tim Montague","startTime":278.48,"endTime":280.61,"body":"want to talk I want to give an"},{"speaker":"Tim Montague","startTime":278.48,"endTime":280.61,"body":"overview of what we're going to"},{"speaker":"Tim Montague","startTime":280.61,"endTime":283.58000000000004,"body":"talk about, you know, I don't"},{"speaker":"Tim Montague","startTime":280.61,"endTime":283.58000000000004,"body":"know why I stopped doing this."},{"speaker":"Tim Montague","startTime":283.58000000000004,"endTime":287.27,"body":"But they were going to be"},{"speaker":"Tim Montague","startTime":283.58000000000004,"endTime":287.27,"body":"breaking down a report from ACP,"},{"speaker":"Tim Montague","startTime":287.27,"endTime":291.40999999999997,"body":"American clean power on"},{"speaker":"Tim Montague","startTime":287.27,"endTime":291.40999999999997,"body":"corporate buyers and what's"},{"speaker":"Tim Montague","startTime":291.40999999999997,"endTime":293.93,"body":"going on in corporate"},{"speaker":"Tim Montague","startTime":291.40999999999997,"endTime":293.93,"body":"procurement of clean energy."},{"speaker":"Tim Montague","startTime":293.96000000000004,"endTime":297.08000000000004,"body":"We're going to talk about the"},{"speaker":"Tim Montague","startTime":293.96000000000004,"endTime":297.08000000000004,"body":"IRA. What it means for wind,"},{"speaker":"Tim Montague","startTime":297.08000000000004,"endTime":301.58000000000004,"body":"solar and storage manufacturing."},{"speaker":"Tim Montague","startTime":297.08000000000004,"endTime":301.58000000000004,"body":"There's an HVDC project on the"},{"speaker":"Tim Montague","startTime":301.58000000000004,"endTime":305.6,"body":"books in New Mexico, the land of"},{"speaker":"Tim Montague","startTime":301.58000000000004,"endTime":305.6,"body":"enchantment and the place where"},{"speaker":"Tim Montague","startTime":305.6,"endTime":314.53999999999996,"body":"I grew up from ages four to 14."},{"speaker":"Tim Montague","startTime":305.6,"endTime":314.53999999999996,"body":"Yeah, no two to 14. And form"},{"speaker":"Tim Montague","startTime":314.53999999999996,"endTime":317.24,"body":"energies in the news with our"},{"speaker":"Tim Montague","startTime":314.53999999999996,"endTime":317.24,"body":"air iron air battery. There's"},{"speaker":"Tim Montague","startTime":317.24,"endTime":321.23,"body":"another manufacturer we need to"},{"speaker":"Tim Montague","startTime":317.24,"endTime":321.23,"body":"have on the show, John. I have"},{"speaker":"Tim Montague","startTime":321.23,"endTime":328.37,"body":"no dialogue with form energy,"},{"speaker":"Tim Montague","startTime":321.23,"endTime":328.37,"body":"but they are potentially going"},{"speaker":"Tim Montague","startTime":328.37,"endTime":332.33000000000004,"body":"to be producing power 10 times"},{"speaker":"Tim Montague","startTime":328.37,"endTime":332.33000000000004,"body":"cheaper than lithium ion. So"},{"speaker":"Tim Montague","startTime":332.33000000000004,"endTime":336.62,"body":"we're going to talk about that."},{"speaker":"Tim Montague","startTime":332.33000000000004,"endTime":336.62,"body":"What, what stories are we going"},{"speaker":"Tim Montague","startTime":336.62,"endTime":338.0,"body":"to talk about on your end?"},{"speaker":"John Weaver","startTime":339.20000000000005,"endTime":344.29999999999995,"body":"I wanted to talk"},{"speaker":"John Weaver","startTime":339.20000000000005,"endTime":344.29999999999995,"body":"about a couple of capacity chats"},{"speaker":"John Weaver","startTime":344.33000000000004,"endTime":352.25,"body":"that I've been reading about the"},{"speaker":"John Weaver","startTime":344.33000000000004,"endTime":352.25,"body":"job solar and Have a group who's"},{"speaker":"John Weaver","startTime":352.25,"endTime":356.6,"body":"making wafers. And then I also"},{"speaker":"John Weaver","startTime":352.25,"endTime":356.6,"body":"want to talk about in factories"},{"speaker":"John Weaver","startTime":356.6,"endTime":363.20000000000005,"body":"Manji, as well, a solar panel"},{"speaker":"John Weaver","startTime":356.6,"endTime":363.20000000000005,"body":"facility, or a solar park solar"},{"speaker":"John Weaver","startTime":363.20000000000005,"endTime":368.21000000000004,"body":"project from 1981. I'd like to"},{"speaker":"John Weaver","startTime":363.20000000000005,"endTime":368.21000000000004,"body":"mention plus some tiny things,"},{"speaker":"John Weaver","startTime":368.21000000000004,"endTime":371.24,"body":"you know, there's a new panel"},{"speaker":"John Weaver","startTime":368.21000000000004,"endTime":371.24,"body":"out that is bigger than a piece"},{"speaker":"John Weaver","startTime":371.24,"endTime":374.75,"body":"of plywood and Timothy. Yep. It"},{"speaker":"John Weaver","startTime":371.24,"endTime":374.75,"body":"happened."},{"speaker":"Tim Montague","startTime":374.75,"endTime":377.51,"body":"Finally. Yeah,"},{"speaker":"Tim Montague","startTime":374.75,"endTime":377.51,"body":"that's I don't know if it's a"},{"speaker":"Tim Montague","startTime":377.51,"endTime":380.05999999999995,"body":"good thing or a bad it depends"},{"speaker":"Tim Montague","startTime":377.51,"endTime":380.05999999999995,"body":"on who you talk to you about"},{"speaker":"Tim Montague","startTime":380.05999999999995,"endTime":384.38,"body":"that those super large panels,"},{"speaker":"Tim Montague","startTime":380.05999999999995,"endTime":384.38,"body":"but we'll talk about that. I am"},{"speaker":"Tim Montague","startTime":384.38,"endTime":387.79999999999995,"body":"a geek for the four by eight"},{"speaker":"Tim Montague","startTime":384.38,"endTime":387.79999999999995,"body":"panel, I think they should just"},{"speaker":"Tim Montague","startTime":387.79999999999995,"endTime":392.15,"body":"make them exactly four by eight."},{"speaker":"Tim Montague","startTime":387.79999999999995,"endTime":392.15,"body":"That is what America Built"},{"speaker":"Tim Montague","startTime":392.15,"endTime":395.96000000000004,"body":"Environment runs on pallets of"},{"speaker":"Tim Montague","startTime":392.15,"endTime":395.96000000000004,"body":"four by eight stuff, right"},{"speaker":"Tim Montague","startTime":395.96000000000004,"endTime":401.09000000000003,"body":"drywall plywood, plywood? Why"},{"speaker":"Tim Montague","startTime":395.96000000000004,"endTime":401.09000000000003,"body":"not solar modules, right."},{"speaker":"John Weaver","startTime":402.16999999999996,"endTime":404.45000000000005,"body":"Make them so I can"},{"speaker":"John Weaver","startTime":402.16999999999996,"endTime":404.45000000000005,"body":"just slide right to the back of"},{"speaker":"John Weaver","startTime":404.45000000000005,"endTime":407.45000000000005,"body":"the pickup. I mean, yeah,"},{"speaker":"John Weaver","startTime":404.45000000000005,"endTime":407.45000000000005,"body":"that's, that's what it should"},{"speaker":"John Weaver","startTime":407.45000000000005,"endTime":410.36,"body":"be. I mean, we've standardized"},{"speaker":"John Weaver","startTime":407.45000000000005,"endTime":410.36,"body":"life on the size of a pickup"},{"speaker":"Tim Montague","startTime":410.39,"endTime":413.21000000000004,"body":"standardization is"},{"speaker":"Tim Montague","startTime":410.39,"endTime":413.21000000000004,"body":"so important, it's so odd that"},{"speaker":"Tim Montague","startTime":413.21000000000004,"endTime":417.04999999999995,"body":"the manufacturers haven't come"},{"speaker":"Tim Montague","startTime":413.21000000000004,"endTime":417.04999999999995,"body":"together and agreed on, oh,"},{"speaker":"Tim Montague","startTime":417.04999999999995,"endTime":419.87,"body":"we're gonna make resi panels"},{"speaker":"Tim Montague","startTime":417.04999999999995,"endTime":419.87,"body":"this size, and we're gonna make"},{"speaker":"Tim Montague","startTime":419.87,"endTime":422.72,"body":"commercial panels this size,"},{"speaker":"Tim Montague","startTime":419.87,"endTime":422.72,"body":"it's fine to have a difference"},{"speaker":"Tim Montague","startTime":422.72,"endTime":425.96000000000004,"body":"between resi and commercial,"},{"speaker":"Tim Montague","startTime":422.72,"endTime":425.96000000000004,"body":"there are apples and oranges,"},{"speaker":"Tim Montague","startTime":426.38,"endTime":429.89,"body":"very different structures, it's"},{"speaker":"Tim Montague","startTime":426.38,"endTime":429.89,"body":"appropriate to have a much"},{"speaker":"Tim Montague","startTime":429.89,"endTime":432.91999999999996,"body":"bigger panel for commercial"},{"speaker":"Tim Montague","startTime":429.89,"endTime":432.91999999999996,"body":"facilities and for utility scale"},{"speaker":"Tim Montague","startTime":432.91999999999996,"endTime":437.69000000000005,"body":"solar. But my goodness, every"},{"speaker":"Tim Montague","startTime":432.91999999999996,"endTime":437.69000000000005,"body":"panel home has a slightly"},{"speaker":"Tim Montague","startTime":437.69000000000005,"endTime":442.90999999999997,"body":"different size. And that's tough"},{"speaker":"Tim Montague","startTime":437.69000000000005,"endTime":442.90999999999997,"body":"for the racking makers. It's"},{"speaker":"Tim Montague","startTime":442.90999999999997,"endTime":447.40999999999997,"body":"tough for the installers. It's"},{"speaker":"Tim Montague","startTime":442.90999999999997,"endTime":447.40999999999997,"body":"just, it's tough on logistics,"},{"speaker":"Tim Montague","startTime":447.91999999999996,"endTime":449.65999999999997,"body":"it's it's tough all around,"},{"speaker":"John Weaver","startTime":450.53,"endTime":453.11,"body":"adds an extra step"},{"speaker":"John Weaver","startTime":450.53,"endTime":453.11,"body":"here and there, you know, you"},{"speaker":"John Weaver","startTime":453.11,"endTime":456.26,"body":"have to verify I'm dealing with"},{"speaker":"John Weaver","startTime":453.11,"endTime":456.26,"body":"a project in New York right now,"},{"speaker":"John Weaver","startTime":456.5,"endTime":459.91999999999996,"body":"where we're verifying the"},{"speaker":"John Weaver","startTime":456.5,"endTime":459.91999999999996,"body":"thickness of the aluminum frame,"},{"speaker":"John Weaver","startTime":459.91999999999996,"endTime":463.61,"body":"30 versus 35, the position of"},{"speaker":"John Weaver","startTime":459.91999999999996,"endTime":463.61,"body":"the screw holes, the weight of"},{"speaker":"John Weaver","startTime":463.61,"endTime":466.82000000000005,"body":"the unit, you know, the pressure"},{"speaker":"John Weaver","startTime":463.61,"endTime":466.82000000000005,"body":"tests that it can take when it's"},{"speaker":"John Weaver","startTime":466.82000000000005,"endTime":469.58000000000004,"body":"going to be in the wind wobbling"},{"speaker":"John Weaver","startTime":466.82000000000005,"endTime":469.58000000000004,"body":"back and forth on top of an"},{"speaker":"John Weaver","startTime":469.58000000000004,"endTime":473.45000000000005,"body":"array tracker. And every module"},{"speaker":"John Weaver","startTime":469.58000000000004,"endTime":473.45000000000005,"body":"is different. And this module,"},{"speaker":"John Weaver","startTime":473.72,"endTime":477.40999999999997,"body":"we had to get a unique test"},{"speaker":"John Weaver","startTime":473.72,"endTime":477.40999999999997,"body":"because even though they're"},{"speaker":"John Weaver","startTime":477.44000000000005,"endTime":480.95000000000005,"body":"their new module maker, but"},{"speaker":"John Weaver","startTime":477.44000000000005,"endTime":480.95000000000005,"body":"they've been making cells and"},{"speaker":"John Weaver","startTime":480.95000000000005,"endTime":485.65999999999997,"body":"wafers for a while. And the"},{"speaker":"John Weaver","startTime":480.95000000000005,"endTime":485.65999999999997,"body":"racking company who's one of the"},{"speaker":"John Weaver","startTime":485.65999999999997,"endTime":488.33000000000004,"body":"largest in the world, maybe the"},{"speaker":"John Weaver","startTime":485.65999999999997,"endTime":488.33000000000004,"body":"second largest, I believe array"},{"speaker":"John Weaver","startTime":488.33000000000004,"endTime":492.35,"body":"technologies, they need to"},{"speaker":"John Weaver","startTime":488.33000000000004,"endTime":492.35,"body":"verify the module. And so it"},{"speaker":"John Weaver","startTime":492.35,"endTime":495.11,"body":"took us months of testing this"},{"speaker":"John Weaver","startTime":492.35,"endTime":495.11,"body":"unique module with unique"},{"speaker":"John Weaver","startTime":495.11,"endTime":498.35,"body":"characteristics you need metal"},{"speaker":"John Weaver","startTime":495.11,"endTime":498.35,"body":"size and unique this you need"},{"speaker":"John Weaver","startTime":498.35,"endTime":502.42999999999995,"body":"that and it's like oh my"},{"speaker":"John Weaver","startTime":498.35,"endTime":502.42999999999995,"body":"goodness. And so we're waiting"},{"speaker":"John Weaver","startTime":502.42999999999995,"endTime":506.65999999999997,"body":"for a last piece of metal that"},{"speaker":"John Weaver","startTime":502.42999999999995,"endTime":506.65999999999997,"body":"we can cut a torque to, which is"},{"speaker":"John Weaver","startTime":506.65999999999997,"endTime":510.04999999999995,"body":"the long piece that everything"},{"speaker":"John Weaver","startTime":506.65999999999997,"endTime":510.04999999999995,"body":"attaches to. And until we"},{"speaker":"John Weaver","startTime":510.26,"endTime":514.04,"body":"finalize that we can't get our"},{"speaker":"John Weaver","startTime":510.26,"endTime":514.04,"body":"torque to deliver then it's just"},{"speaker":"John Weaver","startTime":514.07,"endTime":517.58,"body":"a it's it's a challenge with"},{"speaker":"John Weaver","startTime":514.07,"endTime":517.58,"body":"these many many module sizes."},{"speaker":"John Weaver","startTime":517.58,"endTime":521.87,"body":"And one thing that I'm really"},{"speaker":"John Weaver","startTime":517.58,"endTime":521.87,"body":"worried about I have Oh nm, and"},{"speaker":"John Weaver","startTime":521.87,"endTime":525.59,"body":"warranty responsibilities on"},{"speaker":"John Weaver","startTime":521.87,"endTime":525.59,"body":"projects to envy. And in eight"},{"speaker":"John Weaver","startTime":525.59,"endTime":531.89,"body":"years when I get a hailstorm or"},{"speaker":"John Weaver","startTime":525.59,"endTime":531.89,"body":"or like when seagulls drops co"},{"speaker":"John Weaver","startTime":531.89,"endTime":536.0,"body":"hogs on my projects. Where am I"},{"speaker":"John Weaver","startTime":531.89,"endTime":536.0,"body":"going to find replacement"},{"speaker":"John Weaver","startTime":536.0,"endTime":536.81,"body":"modules?"},{"speaker":"Tim Montague","startTime":536.899,"endTime":538.519,"body":"What on earth is a"},{"speaker":"Tim Montague","startTime":536.899,"endTime":538.519,"body":"ko hog?"},{"speaker":"John Weaver","startTime":538.67,"endTime":545.69,"body":"Oh so cool hog is"},{"speaker":"John Weaver","startTime":538.67,"endTime":545.69,"body":"it's a snail? Yes, sorta. It's"},{"speaker":"John Weaver","startTime":545.69,"endTime":550.61,"body":"like it's a sea animal. It's"},{"speaker":"John Weaver","startTime":545.69,"endTime":550.61,"body":"like a muscle or claim or"},{"speaker":"John Weaver","startTime":550.61,"endTime":553.37,"body":"something but it's a little"},{"speaker":"John Weaver","startTime":550.61,"endTime":553.37,"body":"bigger and they're around New"},{"speaker":"John Weaver","startTime":553.37,"endTime":554.0,"body":"Bedford"},{"speaker":"Tim Montague","startTime":554.54,"endTime":556.52,"body":"Hills are breaking"},{"speaker":"Tim Montague","startTime":554.54,"endTime":556.52,"body":"them on the rocks right but they"},{"speaker":"Tim Montague","startTime":556.52,"endTime":558.47,"body":"might try to break them on your"},{"speaker":"Tim Montague","startTime":556.52,"endTime":558.47,"body":"solar panel."},{"speaker":"John Weaver","startTime":559.37,"endTime":562.73,"body":"I have a structure"},{"speaker":"John Weaver","startTime":559.37,"endTime":562.73,"body":"a couple years ago we replaced"},{"speaker":"John Weaver","startTime":562.73,"endTime":566.9,"body":"15 SunPower modules really"},{"speaker":"John Weaver","startTime":562.73,"endTime":566.9,"body":"because they just wrapped them"},{"speaker":"John Weaver","startTime":566.9,"endTime":567.8,"body":"and just you know"},{"speaker":"Tim Montague","startTime":568.0989999999999,"endTime":570.079,"body":"insurance cover"},{"speaker":"Tim Montague","startTime":568.0989999999999,"endTime":570.079,"body":"the seagull attack"},{"speaker":"John Weaver","startTime":571.429,"endTime":574.9689999999999,"body":"I assume so but is"},{"speaker":"John Weaver","startTime":571.429,"endTime":574.9689999999999,"body":"that a natural is that a god"},{"speaker":"John Weaver","startTime":574.999,"endTime":578.539,"body":"events? Is that something that's"},{"speaker":"John Weaver","startTime":574.999,"endTime":578.539,"body":"beyond standard insurance"},{"speaker":"Tim Montague","startTime":578.54,"endTime":582.23,"body":"I'm not worse my"},{"speaker":"Tim Montague","startTime":578.54,"endTime":582.23,"body":"your the see yes my or I don't"},{"speaker":"Tim Montague","startTime":582.23,"endTime":583.6999999999999,"body":"know man. I don't know."},{"speaker":"John Weaver","startTime":584.63,"endTime":587.8399999999999,"body":"So So yeah, the"},{"speaker":"John Weaver","startTime":584.63,"endTime":587.8399999999999,"body":"muscle size thing I'm it's going"},{"speaker":"John Weaver","startTime":587.8399999999999,"endTime":589.52,"body":"to be a question I'm wondering"},{"speaker":"John Weaver","startTime":587.8399999999999,"endTime":589.52,"body":"about it. Yeah,"},{"speaker":"Tim Montague","startTime":589.909,"endTime":593.569,"body":"yeah. Yeah, it's a"},{"speaker":"Tim Montague","startTime":589.909,"endTime":593.569,"body":"double edge. Let's talk about"},{"speaker":"Tim Montague","startTime":593.569,"endTime":597.799,"body":"the IRA. I I found this lovely"},{"speaker":"Tim Montague","startTime":593.569,"endTime":597.799,"body":"report"},{"speaker":"Unknown","startTime":599.8389999999999,"endTime":605.269,"body":"from when Matt wood Mac"},{"speaker":"Unknown","startTime":599.8389999999999,"endTime":605.269,"body":"now I can't find it"},{"speaker":"Tim Montague","startTime":608.929,"endTime":610.999,"body":"would back as this"},{"speaker":"Tim Montague","startTime":608.929,"endTime":610.999,"body":"sorry."},{"speaker":"John Weaver","startTime":611.24,"endTime":612.4399999999999,"body":"I'm looking at it"},{"speaker":"John Weaver","startTime":611.24,"endTime":612.4399999999999,"body":"right now."},{"speaker":"Tim Montague","startTime":613.25,"endTime":616.3399999999999,"body":"Yeah, there's a"},{"speaker":"Tim Montague","startTime":613.25,"endTime":616.3399999999999,"body":"link in the doc why can I Is it"},{"speaker":"Tim Montague","startTime":616.3399999999999,"endTime":621.5,"body":"is it only an HTML report? Yeah,"},{"speaker":"Tim Montague","startTime":616.3399999999999,"endTime":621.5,"body":"must be just the website. I'll"},{"speaker":"Tim Montague","startTime":621.5,"endTime":626.27,"body":"put this on screen now. All"},{"speaker":"Tim Montague","startTime":621.5,"endTime":626.27,"body":"right. So what Mackenzie our"},{"speaker":"Tim Montague","startTime":626.27,"endTime":629.93,"body":"friends at Wood Mackenzie?"},{"speaker":"Tim Montague","startTime":626.27,"endTime":629.93,"body":"They're so weird right? Like"},{"speaker":"Tim Montague","startTime":631.01,"endTime":635.75,"body":"they're they're in there in the"},{"speaker":"Tim Montague","startTime":631.01,"endTime":635.75,"body":"green energy space hardcore. But"},{"speaker":"Tim Montague","startTime":635.75,"endTime":642.0799999999999,"body":"they they they decentralized"},{"speaker":"Tim Montague","startTime":635.75,"endTime":642.0799999999999,"body":"their their greentech media arm"},{"speaker":"Tim Montague","startTime":642.0799999999999,"endTime":642.86,"body":"right and"},{"speaker":"John Weaver","startTime":643.88,"endTime":646.64,"body":"well, it's a little"},{"speaker":"John Weaver","startTime":643.88,"endTime":646.64,"body":"more complex. I mean, would Mac"},{"speaker":"John Weaver","startTime":646.8199999999999,"endTime":649.97,"body":"has always been an oil and gas"},{"speaker":"John Weaver","startTime":646.8199999999999,"endTime":649.97,"body":"firm. You know they have like"},{"speaker":"John Weaver","startTime":649.97,"endTime":652.8199999999999,"body":"10,000 employee like they're a"},{"speaker":"John Weaver","startTime":649.97,"endTime":652.8199999999999,"body":"huge company. They've been an"},{"speaker":"John Weaver","startTime":652.8199999999999,"endTime":656.6,"body":"oil and gas analyst forever."},{"speaker":"John Weaver","startTime":652.8199999999999,"endTime":656.6,"body":"Yeah. It was recently that they"},{"speaker":"John Weaver","startTime":656.6,"endTime":660.26,"body":"bought the GTM team and then"},{"speaker":"John Weaver","startTime":656.6,"endTime":660.26,"body":"started to whack it out. So"},{"speaker":"John Weaver","startTime":660.26,"endTime":660.8299999999999,"body":"they're now they"},{"speaker":"Tim Montague","startTime":660.829,"endTime":663.169,"body":"have this. They"},{"speaker":"Tim Montague","startTime":660.829,"endTime":663.169,"body":"have this subtitle up here a"},{"speaker":"Tim Montague","startTime":663.169,"endTime":665.449,"body":"Verisk. Business, what is"},{"speaker":"Tim Montague","startTime":663.169,"endTime":665.449,"body":"Verisk?"},{"speaker":"John Weaver","startTime":666.23,"endTime":668.66,"body":"Maybe would Mack is"},{"speaker":"John Weaver","startTime":666.23,"endTime":668.66,"body":"owned by somebody we should."},{"speaker":"Tim Montague","startTime":671.419,"endTime":677.659,"body":"Sounds sounds"},{"speaker":"Tim Montague","startTime":671.419,"endTime":677.659,"body":"European. But anyway, I love"},{"speaker":"Tim Montague","startTime":677.659,"endTime":680.929,"body":"this report, because it just"},{"speaker":"Tim Montague","startTime":677.659,"endTime":680.929,"body":"lays out in very beautiful"},{"speaker":"Tim Montague","startTime":680.929,"endTime":685.999,"body":"graphic terms. What the impact"},{"speaker":"Tim Montague","startTime":680.929,"endTime":685.999,"body":"of the inflation Reduction Act"},{"speaker":"Tim Montague","startTime":685.999,"endTime":688.879,"body":"is, I'm going to scroll down to"},{"speaker":"Tim Montague","startTime":685.999,"endTime":688.879,"body":"this bar chart right here"},{"speaker":"Tim Montague","startTime":688.879,"endTime":692.4789999999999,"body":"onshore wind equipment costs as"},{"speaker":"Tim Montague","startTime":688.879,"endTime":692.4789999999999,"body":"percentage of US manufacturing"},{"speaker":"Tim Montague","startTime":693.169,"endTime":698.329,"body":"blades, towers nacelles. And it"},{"speaker":"Tim Montague","startTime":693.169,"endTime":698.329,"body":"shows you know, before and after"},{"speaker":"Tim Montague","startTime":698.3589999999999,"endTime":704.809,"body":"IRA, the first bar is the before"},{"speaker":"Tim Montague","startTime":698.3589999999999,"endTime":704.809,"body":"us, after IRA or ampc, which I"},{"speaker":"Tim Montague","startTime":705.709,"endTime":709.189,"body":"share with Stan stands for"},{"speaker":"Tim Montague","startTime":705.709,"endTime":709.189,"body":"production credit. I don't know"},{"speaker":"Tim Montague","startTime":709.189,"endTime":712.369,"body":"what the aim is. And then"},{"speaker":"Tim Montague","startTime":709.189,"endTime":712.369,"body":"cheapest import. Right? So you"},{"speaker":"Tim Montague","startTime":712.369,"endTime":716.269,"body":"see how American manufacturers"},{"speaker":"Tim Montague","startTime":712.369,"endTime":716.269,"body":"can't compete. Generally"},{"speaker":"Tim Montague","startTime":716.269,"endTime":720.169,"body":"speaking, we're not too far off"},{"speaker":"Tim Montague","startTime":716.269,"endTime":720.169,"body":"on the steel tower. And that's"},{"speaker":"Tim Montague","startTime":720.169,"endTime":725.269,"body":"because we do have a robust"},{"speaker":"Tim Montague","startTime":720.169,"endTime":725.269,"body":"steel industry in the US. I have"},{"speaker":"Tim Montague","startTime":725.269,"endTime":729.529,"body":"a tower plant not too far from"},{"speaker":"Tim Montague","startTime":725.269,"endTime":729.529,"body":"my house, maybe 45 minutes, but"},{"speaker":"Tim Montague","startTime":730.069,"endTime":733.669,"body":"and then nacelles right, but"},{"speaker":"Tim Montague","startTime":730.069,"endTime":733.669,"body":"then you see how the IRA knocks"},{"speaker":"Tim Montague","startTime":733.669,"endTime":738.7389999999999,"body":"down those costs to below"},{"speaker":"Tim Montague","startTime":733.669,"endTime":738.7389999999999,"body":"foreign competitors. And this is"},{"speaker":"Tim Montague","startTime":738.7389999999999,"endTime":743.569,"body":"going to drive adoption of all"},{"speaker":"Tim Montague","startTime":738.7389999999999,"endTime":743.569,"body":"the big wind developers buying"},{"speaker":"Tim Montague","startTime":744.2289999999999,"endTime":752.0889999999999,"body":"US products. And then they they"},{"speaker":"Tim Montague","startTime":744.2289999999999,"endTime":752.0889999999999,"body":"do this for not just wind, I"},{"speaker":"Tim Montague","startTime":752.0889999999999,"endTime":756.2289999999999,"body":"mean, this is this is another"},{"speaker":"Tim Montague","startTime":752.0889999999999,"endTime":756.2289999999999,"body":"another this is offshore wind"},{"speaker":"Tim Montague","startTime":756.2289999999999,"endTime":762.5889999999999,"body":"now. Same, same same effect, not"},{"speaker":"Tim Montague","startTime":756.2289999999999,"endTime":762.5889999999999,"body":"quite as dramatic, maybe not"},{"speaker":"Tim Montague","startTime":762.5889999999999,"endTime":766.279,"body":"there was a utility solar, here"},{"speaker":"Tim Montague","startTime":762.5889999999999,"endTime":766.279,"body":"we go PV equipment costs as"},{"speaker":"Tim Montague","startTime":766.279,"endTime":768.2289999999999,"body":"percentage of US manufacturing,"},{"speaker":"Unknown","startTime":768.949,"endTime":779.149,"body":"and still cost. I mean,"},{"speaker":"Unknown","startTime":768.949,"endTime":779.149,"body":"speak, did you just night and"},{"speaker":"Unknown","startTime":779.149,"endTime":782.029,"body":"day? Yeah. What were you gonna"},{"speaker":"Unknown","startTime":779.149,"endTime":782.029,"body":"say?"},{"speaker":"John Weaver","startTime":783.26,"endTime":785.5699999999999,"body":"Two things, one,"},{"speaker":"John Weaver","startTime":783.26,"endTime":785.5699999999999,"body":"that the cost is still cheaper"},{"speaker":"John Weaver","startTime":785.5699999999999,"endTime":788.0899999999999,"body":"when we import. So that's"},{"speaker":"John Weaver","startTime":785.5699999999999,"endTime":788.0899999999999,"body":"probably going to be actually"},{"speaker":"John Weaver","startTime":788.12,"endTime":792.89,"body":"good for the US market, it will"},{"speaker":"John Weaver","startTime":788.12,"endTime":792.89,"body":"keep us on our toes. But there's"},{"speaker":"John Weaver","startTime":792.89,"endTime":797.6899999999999,"body":"another dynamic in here that"},{"speaker":"John Weaver","startTime":792.89,"endTime":797.6899999999999,"body":"isn't accounted for. So ampc is"},{"speaker":"John Weaver","startTime":797.72,"endTime":803.9,"body":"American made parts I believe,"},{"speaker":"John Weaver","startTime":797.72,"endTime":803.9,"body":"and components. And"},{"speaker":"Tim Montague","startTime":803.93,"endTime":805.37,"body":"this components"},{"speaker":"John Weaver","startTime":805.55,"endTime":810.89,"body":"does not include"},{"speaker":"John Weaver","startTime":805.55,"endTime":810.89,"body":"the 10% adder to probe projects"},{"speaker":"John Weaver","startTime":810.98,"endTime":817.85,"body":"as part of the ITC. So that USA"},{"speaker":"John Weaver","startTime":810.98,"endTime":817.85,"body":"MPC at 29%. Down that's still"},{"speaker":"John Weaver","startTime":817.85,"endTime":822.05,"body":"short from the 33. While the"},{"speaker":"John Weaver","startTime":817.85,"endTime":822.05,"body":"hardware itself might be still"},{"speaker":"John Weaver","startTime":822.05,"endTime":827.03,"body":"more expensive than an import,"},{"speaker":"John Weaver","startTime":822.05,"endTime":827.03,"body":"the project will be cheaper with"},{"speaker":"John Weaver","startTime":827.03,"endTime":830.6,"body":"the more expensive hardware. So"},{"speaker":"John Weaver","startTime":827.03,"endTime":830.6,"body":"you know, let's say it's a 4%"},{"speaker":"John Weaver","startTime":830.6,"endTime":835.13,"body":"difference 4% Difference on a 30"},{"speaker":"John Weaver","startTime":830.6,"endTime":835.13,"body":"to 35 cent per watt module,"},{"speaker":"John Weaver","startTime":835.13,"endTime":837.98,"body":"that's a penny or two, maybe"},{"speaker":"John Weaver","startTime":835.13,"endTime":837.98,"body":"three, let's just say it's three"},{"speaker":"John Weaver","startTime":837.98,"endTime":842.8399999999999,"body":"pennies for the heck of it. But"},{"speaker":"John Weaver","startTime":837.98,"endTime":842.8399999999999,"body":"if we had a 10% tax credit to a"},{"speaker":"John Weaver","startTime":842.8399999999999,"endTime":848.03,"body":"$1 million project, that's cost"},{"speaker":"John Weaver","startTime":842.8399999999999,"endTime":848.03,"body":"$1 A watt. Now we're talking a"},{"speaker":"John Weaver","startTime":848.03,"endTime":854.18,"body":"10 cent savings for domestic"},{"speaker":"John Weaver","startTime":848.03,"endTime":854.18,"body":"content. And that's that 10"},{"speaker":"John Weaver","startTime":854.18,"endTime":857.99,"body":"cents will kill the three cent"},{"speaker":"John Weaver","startTime":854.18,"endTime":857.99,"body":"premium for the module for"},{"speaker":"John Weaver","startTime":857.99,"endTime":862.9399999999999,"body":"buying American made. So the IRA"},{"speaker":"John Weaver","startTime":857.99,"endTime":862.9399999999999,"body":"has double levels of attacking."},{"speaker":"John Weaver","startTime":863.48,"endTime":868.4,"body":"We covered a a report by I"},{"speaker":"John Weaver","startTime":863.48,"endTime":868.4,"body":"remember their name one of the"},{"speaker":"John Weaver","startTime":868.43,"endTime":873.4399999999999,"body":"big global groups, Credit"},{"speaker":"John Weaver","startTime":868.43,"endTime":873.4399999999999,"body":"Suisse. And they suggested that"},{"speaker":"John Weaver","startTime":873.4399999999999,"endTime":879.02,"body":"we might see module costs from"},{"speaker":"John Weaver","startTime":873.4399999999999,"endTime":879.02,"body":"US manufacturers, and well under"},{"speaker":"John Weaver","startTime":879.02,"endTime":884.3,"body":"a DI and my analysis of that saw"},{"speaker":"John Weaver","startTime":879.02,"endTime":884.3,"body":"that first solar costs. And I"},{"speaker":"John Weaver","startTime":884.3,"endTime":888.3199999999999,"body":"know that sounds weird, but the"},{"speaker":"John Weaver","startTime":884.3,"endTime":888.3199999999999,"body":"cost of a first solar module"},{"speaker":"John Weaver","startTime":888.3199999999999,"endTime":893.18,"body":"effectively, including the tax"},{"speaker":"John Weaver","startTime":888.3199999999999,"endTime":893.18,"body":"credit might be close to zero,"},{"speaker":"John Weaver","startTime":893.78,"endTime":898.67,"body":"because like five, like three"},{"speaker":"John Weaver","startTime":893.78,"endTime":898.67,"body":"years ago for solar said to"},{"speaker":"John Weaver","startTime":898.67,"endTime":902.0899999999999,"body":"Bloomberg, that the cost to make"},{"speaker":"John Weaver","startTime":898.67,"endTime":902.0899999999999,"body":"their panels was about 20 cents"},{"speaker":"John Weaver","startTime":902.0899999999999,"endTime":906.47,"body":"a watt. The cost to make or the"},{"speaker":"John Weaver","startTime":902.0899999999999,"endTime":906.47,"body":"tax credit that they're going to"},{"speaker":"John Weaver","startTime":906.47,"endTime":910.88,"body":"get is 18 cents a watt Tim, so"},{"speaker":"John Weaver","startTime":906.47,"endTime":910.88,"body":"if three years ago if their"},{"speaker":"John Weaver","startTime":910.88,"endTime":915.29,"body":"price is the same, okay, so it's"},{"speaker":"John Weaver","startTime":910.88,"endTime":915.29,"body":"two cents a watt as their cost"},{"speaker":"John Weaver","startTime":915.29,"endTime":918.89,"body":"to make a panel. Now you can't"},{"speaker":"John Weaver","startTime":915.29,"endTime":918.89,"body":"add margins and profits on top"},{"speaker":"John Weaver","startTime":918.89,"endTime":921.8299999999999,"body":"of two cents and sustain their"},{"speaker":"John Weaver","startTime":918.89,"endTime":921.8299999999999,"body":"business. They probably still"},{"speaker":"John Weaver","startTime":921.8299999999999,"endTime":926.3299999999999,"body":"need to make five cents, but"},{"speaker":"John Weaver","startTime":921.8299999999999,"endTime":926.3299999999999,"body":"we're still under a dime for the"},{"speaker":"John Weaver","startTime":926.42,"endTime":932.66,"body":"for retail potential price. Now,"},{"speaker":"John Weaver","startTime":926.42,"endTime":932.66,"body":"demand may drive that number up"},{"speaker":"John Weaver","startTime":932.9599999999999,"endTime":937.28,"body":"and keep it strong above 10"},{"speaker":"John Weaver","startTime":932.9599999999999,"endTime":937.28,"body":"cents. But man we could see some"},{"speaker":"John Weaver","startTime":937.28,"endTime":940.8199999999999,"body":"really interesting pricing"},{"speaker":"John Weaver","startTime":937.28,"endTime":940.8199999999999,"body":"because of this IRA,"},{"speaker":"John Weaver","startTime":941.06,"endTime":944.42,"body":"manufacturing incentives for"},{"speaker":"John Weaver","startTime":941.06,"endTime":944.42,"body":"modules modules specifically"},{"speaker":"John Weaver","startTime":944.42,"endTime":945.14,"body":"I've been looking at"},{"speaker":"Tim Montague","startTime":947.03,"endTime":949.49,"body":"Yeah, this report"},{"speaker":"Tim Montague","startTime":947.03,"endTime":949.49,"body":"goes on covers front of the"},{"speaker":"Tim Montague","startTime":949.49,"endTime":956.6,"body":"meter store. edge, same impact"},{"speaker":"Tim Montague","startTime":949.49,"endTime":956.6,"body":"before and after it, the IRA,"},{"speaker":"Tim Montague","startTime":956.9599999999999,"endTime":965.66,"body":"you know, 26% impact on"},{"speaker":"Tim Montague","startTime":956.9599999999999,"endTime":965.66,"body":"enclosures. I mean, yeah, I"},{"speaker":"Tim Montague","startTime":965.66,"endTime":969.89,"body":"just, I just love this report,"},{"speaker":"Tim Montague","startTime":965.66,"endTime":969.89,"body":"and it's beautiful. But we"},{"speaker":"Tim Montague","startTime":969.89,"endTime":972.9499999999999,"body":"should move on. So there's a"},{"speaker":"Tim Montague","startTime":969.89,"endTime":972.9499999999999,"body":"link in the show notes. You can"},{"speaker":"Tim Montague","startTime":972.9499999999999,"endTime":976.73,"body":"find our show notes on the"},{"speaker":"Tim Montague","startTime":972.9499999999999,"endTime":976.73,"body":"YouTube channel or on the audio"},{"speaker":"Tim Montague","startTime":976.73,"endTime":980.3,"body":"platform once we upload the live"},{"speaker":"Tim Montague","startTime":976.73,"endTime":980.3,"body":"to the audio, which usually"},{"speaker":"Tim Montague","startTime":980.3,"endTime":984.86,"body":"happens the next day. So we"},{"speaker":"Tim Montague","startTime":980.3,"endTime":984.86,"body":"broadcast every Thursday at noon"},{"speaker":"Tim Montague","startTime":984.86,"endTime":991.73,"body":"Eastern. And another report I"},{"speaker":"Tim Montague","startTime":984.86,"endTime":991.73,"body":"found was this ACP report."},{"speaker":"John Weaver","startTime":993.62,"endTime":999.05,"body":"And solar is"},{"speaker":"John Weaver","startTime":993.62,"endTime":999.05,"body":"booming. Big businesses buying"},{"speaker":"John Weaver","startTime":999.05,"endTime":999.9499999999999,"body":"solar man."},{"speaker":"Tim Montague","startTime":1001.24,"endTime":1004.81,"body":"Yeah, the question"},{"speaker":"Tim Montague","startTime":1001.24,"endTime":1004.81,"body":"that I that I have been trying"},{"speaker":"Tim Montague","startTime":1004.81,"endTime":1015.73,"body":"to figure out John, is why does"},{"speaker":"Tim Montague","startTime":1004.81,"endTime":1015.73,"body":"CNI solar languish comparatively"},{"speaker":"Tim Montague","startTime":1015.76,"endTime":1022.54,"body":"to residential solar resi solar"},{"speaker":"Tim Montague","startTime":1015.76,"endTime":1022.54,"body":"is around five gigawatts a year"},{"speaker":"Tim Montague","startTime":1022.6,"endTime":1027.97,"body":"in the United States, commercial"},{"speaker":"Tim Montague","startTime":1022.6,"endTime":1027.97,"body":"solar is I think around two or"},{"speaker":"Tim Montague","startTime":1027.97,"endTime":1033.52,"body":"two and a half gigawatts. What"},{"speaker":"Tim Montague","startTime":1027.97,"endTime":1033.52,"body":"is that? Why is there such a"},{"speaker":"Tim Montague","startTime":1033.52,"endTime":1036.82,"body":"delta in CNI and resi?"},{"speaker":"John Weaver","startTime":1037.48,"endTime":1040.51,"body":"My opinion as a"},{"speaker":"John Weaver","startTime":1037.48,"endTime":1040.51,"body":"commercial sales guy and a resi"},{"speaker":"John Weaver","startTime":1040.51,"endTime":1043.06,"body":"sales guy, we've got both"},{"speaker":"John Weaver","startTime":1040.51,"endTime":1043.06,"body":"businesses within commercial"},{"speaker":"John Weaver","startTime":1043.06,"endTime":1046.9,"body":"solar guy. When you're not going"},{"speaker":"John Weaver","startTime":1043.06,"endTime":1046.9,"body":"to house, you're talking to the"},{"speaker":"John Weaver","startTime":1046.9,"endTime":1050.98,"body":"owner. When you knock on a"},{"speaker":"John Weaver","startTime":1046.9,"endTime":1050.98,"body":"commercial site, you got a one"},{"speaker":"John Weaver","startTime":1050.98,"endTime":1054.52,"body":"in 10 chance that the owner"},{"speaker":"John Weaver","startTime":1050.98,"endTime":1054.52,"body":"occupies the building, maybe"},{"speaker":"John Weaver","startTime":1054.52,"endTime":1058.3,"body":"even a one in 20 chance,"},{"speaker":"John Weaver","startTime":1054.52,"endTime":1058.3,"body":"somewhere between 10 and 20. Our"},{"speaker":"John Weaver","startTime":1058.3,"endTime":1064.09,"body":"friend catalyst, James gross,"},{"speaker":"John Weaver","startTime":1058.3,"endTime":1064.09,"body":"Wyler suggested that 10% of"},{"speaker":"John Weaver","startTime":1064.09,"endTime":1069.76,"body":"commercial structures were owner"},{"speaker":"John Weaver","startTime":1064.09,"endTime":1069.76,"body":"operated, occupied, and 90% were"},{"speaker":"John Weaver","startTime":1069.76,"endTime":1073.9,"body":"third party REITs, these large"},{"speaker":"John Weaver","startTime":1069.76,"endTime":1073.9,"body":"third party REITs and you know,"},{"speaker":"John Weaver","startTime":1073.9,"endTime":1078.22,"body":"CSG talks to them occasionally."},{"speaker":"John Weaver","startTime":1073.9,"endTime":1078.22,"body":"They want to maximize their"},{"speaker":"John Weaver","startTime":1078.22,"endTime":1081.76,"body":"revenue. But you know, when they"},{"speaker":"John Weaver","startTime":1078.22,"endTime":1081.76,"body":"talk about they want to maximize"},{"speaker":"John Weaver","startTime":1081.79,"endTime":1086.17,"body":"noi, that's that's their key"},{"speaker":"John Weaver","startTime":1081.79,"endTime":1086.17,"body":"term, you want to up their their"},{"speaker":"John Weaver","startTime":1086.17,"endTime":1091.75,"body":"noi, and they want to maximize"},{"speaker":"John Weaver","startTime":1086.17,"endTime":1091.75,"body":"it, but there's a complexity who"},{"speaker":"John Weaver","startTime":1091.75,"endTime":1095.53,"body":"owns the building, who's paying"},{"speaker":"John Weaver","startTime":1091.75,"endTime":1095.53,"body":"for the electricity. And those"},{"speaker":"John Weaver","startTime":1095.53,"endTime":1101.98,"body":"two things are split. And does"},{"speaker":"John Weaver","startTime":1095.53,"endTime":1101.98,"body":"Amazon want to spend 5 million"},{"speaker":"John Weaver","startTime":1101.98,"endTime":1106.42,"body":"bucks on rooftop solar, when"},{"speaker":"John Weaver","startTime":1101.98,"endTime":1106.42,"body":"Amazon and this is a specific"},{"speaker":"John Weaver","startTime":1106.42,"endTime":1108.61,"body":"case, this is you know, the"},{"speaker":"John Weaver","startTime":1106.42,"endTime":1108.61,"body":"larger corporate so this is the"},{"speaker":"John Weaver","startTime":1108.61,"endTime":1112.06,"body":"difference between corporate"},{"speaker":"John Weaver","startTime":1108.61,"endTime":1112.06,"body":"solar and commercial, solar,"},{"speaker":"John Weaver","startTime":1112.45,"endTime":1117.16,"body":"corporate solar, people have the"},{"speaker":"John Weaver","startTime":1112.45,"endTime":1117.16,"body":"resources have the green team,"},{"speaker":"John Weaver","startTime":1117.16,"endTime":1121.78,"body":"they literally have a tee within"},{"speaker":"John Weaver","startTime":1117.16,"endTime":1121.78,"body":"their office, like I follow. Her"},{"speaker":"John Weaver","startTime":1121.78,"endTime":1126.34,"body":"name used to be, I can't"},{"speaker":"John Weaver","startTime":1121.78,"endTime":1126.34,"body":"remember but the green top"},{"speaker":"John Weaver","startTime":1126.34,"endTime":1131.41,"body":"person at Microsoft or Google"},{"speaker":"John Weaver","startTime":1126.34,"endTime":1131.41,"body":"just left, and they got a new"},{"speaker":"John Weaver","startTime":1131.41,"endTime":1133.93,"body":"person. And and I follow them"},{"speaker":"John Weaver","startTime":1131.41,"endTime":1133.93,"body":"because you know, Google's a"},{"speaker":"John Weaver","startTime":1133.93,"endTime":1139.06,"body":"leader in this. And they have a"},{"speaker":"John Weaver","startTime":1133.93,"endTime":1139.06,"body":"whole team of Google employees"},{"speaker":"John Weaver","startTime":1139.06,"endTime":1143.11,"body":"who are all probably geniuses."},{"speaker":"John Weaver","startTime":1139.06,"endTime":1143.11,"body":"And that's all they do is"},{"speaker":"John Weaver","startTime":1143.1399999999999,"endTime":1147.07,"body":"optimize their green. So these"},{"speaker":"John Weaver","startTime":1143.1399999999999,"endTime":1147.07,"body":"people go out and buy farms,"},{"speaker":"John Weaver","startTime":1147.22,"endTime":1149.8,"body":"they buy large scale facilities."},{"speaker":"Tim Montague","startTime":1149.98,"endTime":1152.1399999999999,"body":"And its large"},{"speaker":"Tim Montague","startTime":1149.98,"endTime":1152.1399999999999,"body":"PPAs. Right. And that's"},{"speaker":"John Weaver","startTime":1152.29,"endTime":1155.95,"body":"PPAs. Yes, sir."},{"speaker":"John Weaver","startTime":1152.29,"endTime":1155.95,"body":"Yes. And this report talks about"},{"speaker":"John Weaver","startTime":1155.95,"endTime":1157.99,"body":"those people, this is a"},{"speaker":"John Weaver","startTime":1155.95,"endTime":1157.99,"body":"corporate report. So these"},{"speaker":"John Weaver","startTime":1157.99,"endTime":1162.3999999999999,"body":"people are eating at the"},{"speaker":"John Weaver","startTime":1157.99,"endTime":1162.3999999999999,"body":"commercial sales market. And so"},{"speaker":"John Weaver","startTime":1162.3999999999999,"endTime":1167.1399999999999,"body":"if we really want to jive WHAT"},{"speaker":"John Weaver","startTime":1162.3999999999999,"endTime":1167.1399999999999,"body":"THE CLOSER closure rate is, for"},{"speaker":"John Weaver","startTime":1167.1399999999999,"endTime":1170.74,"body":"commercial corporate, we need to"},{"speaker":"John Weaver","startTime":1167.1399999999999,"endTime":1170.74,"body":"have some sort of equation where"},{"speaker":"John Weaver","startTime":1170.74,"endTime":1175.1499999999999,"body":"we look at their electricity"},{"speaker":"John Weaver","startTime":1170.74,"endTime":1175.1499999999999,"body":"usage. And then cross it because"},{"speaker":"John Weaver","startTime":1175.1499999999999,"endTime":1178.3,"body":"electricity usage can be aligned"},{"speaker":"John Weaver","startTime":1175.1499999999999,"endTime":1178.3,"body":"with building occupancy. It's"},{"speaker":"John Weaver","startTime":1178.3,"endTime":1182.26,"body":"not perfect, but that 90%,"},{"speaker":"John Weaver","startTime":1178.3,"endTime":1182.26,"body":"that's corporate commercial"},{"speaker":"John Weaver","startTime":1182.26,"endTime":1186.07,"body":"buildings, and they're buying"},{"speaker":"John Weaver","startTime":1182.26,"endTime":1186.07,"body":"from REITs. We got to look at"},{"speaker":"John Weaver","startTime":1186.07,"endTime":1188.32,"body":"that a little differently. So in"},{"speaker":"John Weaver","startTime":1186.07,"endTime":1188.32,"body":"my mind, number one is that when"},{"speaker":"John Weaver","startTime":1188.32,"endTime":1190.6,"body":"you knock on a commercial"},{"speaker":"John Weaver","startTime":1188.32,"endTime":1190.6,"body":"building, it's really hard to"},{"speaker":"John Weaver","startTime":1190.6,"endTime":1193.1499999999999,"body":"know who the owner is. And then"},{"speaker":"John Weaver","startTime":1190.6,"endTime":1193.1499999999999,"body":"number two, these people, they"},{"speaker":"John Weaver","startTime":1193.1499999999999,"endTime":1195.49,"body":"don't want to be in the solar"},{"speaker":"John Weaver","startTime":1193.1499999999999,"endTime":1195.49,"body":"business. They want to be in"},{"speaker":"John Weaver","startTime":1195.49,"endTime":1199.0,"body":"their business. And by putting a"},{"speaker":"John Weaver","startTime":1195.49,"endTime":1199.0,"body":"million to 5 million thing on"},{"speaker":"John Weaver","startTime":1199.0,"endTime":1202.8999999999999,"body":"their roof, you're adding a big"},{"speaker":"John Weaver","startTime":1199.0,"endTime":1202.8999999999999,"body":"complexity. And sometimes 100"},{"speaker":"John Weaver","startTime":1202.8999999999999,"endTime":1206.3799999999999,"body":"G's a year is not a lot of"},{"speaker":"John Weaver","startTime":1202.8999999999999,"endTime":1206.3799999999999,"body":"money. In fact, a lot of times"},{"speaker":"John Weaver","startTime":1206.3799999999999,"endTime":1208.87,"body":"you have companies making"},{"speaker":"John Weaver","startTime":1206.3799999999999,"endTime":1208.87,"body":"1020 30 million out of a"},{"speaker":"John Weaver","startTime":1208.87,"endTime":1212.77,"body":"structure. Yeah, they want to"},{"speaker":"John Weaver","startTime":1208.87,"endTime":1212.77,"body":"optimize for that last 100,000"},{"speaker":"John Weaver","startTime":1212.77,"endTime":1216.55,"body":"bucks. But they got a lot of"},{"speaker":"John Weaver","startTime":1212.77,"endTime":1216.55,"body":"other things to do, which is run"},{"speaker":"John Weaver","startTime":1216.55,"endTime":1220.48,"body":"their business and another sales"},{"speaker":"John Weaver","startTime":1216.55,"endTime":1220.48,"body":"guy asked him for seven figures."},{"speaker":"John Weaver","startTime":1221.23,"endTime":1225.25,"body":"It's it takes some patience. So"},{"speaker":"John Weaver","startTime":1221.23,"endTime":1225.25,"body":"that's my opinion, it's has to"},{"speaker":"John Weaver","startTime":1225.25,"endTime":1228.76,"body":"do with this dynamic of owner"},{"speaker":"John Weaver","startTime":1225.25,"endTime":1228.76,"body":"occupancy. And then when you go"},{"speaker":"John Weaver","startTime":1228.76,"endTime":1232.72,"body":"big, the guys go really big. But"},{"speaker":"John Weaver","startTime":1228.76,"endTime":1232.72,"body":"I do know that there are"},{"speaker":"John Weaver","startTime":1232.72,"endTime":1236.56,"body":"corporate structure owners who"},{"speaker":"John Weaver","startTime":1232.72,"endTime":1236.56,"body":"absolutely want to put solar on"},{"speaker":"John Weaver","startTime":1236.56,"endTime":1239.8899999999999,"body":"the building. And you know,"},{"speaker":"John Weaver","startTime":1236.56,"endTime":1239.8899999999999,"body":"they're out there. And we're"},{"speaker":"John Weaver","startTime":1239.8899999999999,"endTime":1242.56,"body":"talking to so so it's so"},{"speaker":"Tim Montague","startTime":1242.56,"endTime":1245.1399999999999,"body":"the you know, the"},{"speaker":"Tim Montague","startTime":1242.56,"endTime":1245.1399999999999,"body":"cool summary here is that"},{"speaker":"Tim Montague","startTime":1246.22,"endTime":1248.8899999999999,"body":"there's been 100 fold increase"},{"speaker":"Tim Montague","startTime":1246.22,"endTime":1248.8899999999999,"body":"in corporate clean power"},{"speaker":"Tim Montague","startTime":1248.8899999999999,"endTime":1252.37,"body":"procurement over the past"},{"speaker":"Tim Montague","startTime":1248.8899999999999,"endTime":1252.37,"body":"decade. During that same period,"},{"speaker":"Tim Montague","startTime":1252.37,"endTime":1255.58,"body":"solar and wind costs have"},{"speaker":"Tim Montague","startTime":1252.37,"endTime":1255.58,"body":"decreased 71 and 47%,"},{"speaker":"Tim Montague","startTime":1255.91,"endTime":1260.23,"body":"respectively. So solar prices"},{"speaker":"Tim Montague","startTime":1255.91,"endTime":1260.23,"body":"have come down 71% It used to be"},{"speaker":"Tim Montague","startTime":1260.5,"endTime":1265.0,"body":"80. And then before that 90 So"},{"speaker":"Tim Montague","startTime":1260.5,"endTime":1265.0,"body":"that number keeps shrinking"},{"speaker":"Tim Montague","startTime":1265.0,"endTime":1268.69,"body":"because we're awesome toting,"},{"speaker":"Tim Montague","startTime":1265.0,"endTime":1268.69,"body":"right, the technology has"},{"speaker":"Tim Montague","startTime":1268.69,"endTime":1275.53,"body":"matured. But, but dig this, you"},{"speaker":"Tim Montague","startTime":1268.69,"endTime":1275.53,"body":"know, previously 2021 was, was a"},{"speaker":"Tim Montague","startTime":1275.53,"endTime":1278.17,"body":"record year for corporate"},{"speaker":"Tim Montague","startTime":1275.53,"endTime":1278.17,"body":"procurement with more than 15"},{"speaker":"Tim Montague","startTime":1278.17,"endTime":1282.91,"body":"gigawatts of new contracted"},{"speaker":"Tim Montague","startTime":1278.17,"endTime":1282.91,"body":"capacity. And in 22, that number"},{"speaker":"Tim Montague","startTime":1282.91,"endTime":1288.31,"body":"is 20 gigawatts. So there is"},{"speaker":"Tim Montague","startTime":1282.91,"endTime":1288.31,"body":"lots of clean energy being"},{"speaker":"Tim Montague","startTime":1288.31,"endTime":1294.73,"body":"consumed by by the CNI market,"},{"speaker":"Tim Montague","startTime":1288.31,"endTime":1294.73,"body":"right? It's just being done"},{"speaker":"Tim Montague","startTime":1295.03,"endTime":1301.18,"body":"through these large scale PPAs."},{"speaker":"Tim Montague","startTime":1295.03,"endTime":1301.18,"body":"And, and so what's actually"},{"speaker":"Tim Montague","startTime":1301.18,"endTime":1306.46,"body":"being counted in the stats on"},{"speaker":"Tim Montague","startTime":1301.18,"endTime":1306.46,"body":"the DG CNI market are just a"},{"speaker":"Tim Montague","startTime":1306.46,"endTime":1311.1399999999999,"body":"fraction, right? Of what"},{"speaker":"Tim Montague","startTime":1306.46,"endTime":1311.1399999999999,"body":"corporate America is actually"},{"speaker":"Tim Montague","startTime":1311.2,"endTime":1315.6399999999999,"body":"consuming. And but that is the"},{"speaker":"Tim Montague","startTime":1311.2,"endTime":1315.6399999999999,"body":"market, that is the market for"},{"speaker":"Tim Montague","startTime":1315.6399999999999,"endTime":1318.79,"body":"you and I as CNI, solar"},{"speaker":"Tim Montague","startTime":1315.6399999999999,"endTime":1318.79,"body":"developers, we're going after"},{"speaker":"Tim Montague","startTime":1318.79,"endTime":1323.95,"body":"that. The owner occupied"},{"speaker":"Tim Montague","startTime":1318.79,"endTime":1323.95,"body":"facility, and generally more"},{"speaker":"Tim Montague","startTime":1324.25,"endTime":1328.57,"body":"tightly held, it's not that you"},{"speaker":"Tim Montague","startTime":1324.25,"endTime":1328.57,"body":"can't work with a very large"},{"speaker":"Tim Montague","startTime":1328.57,"endTime":1333.85,"body":"multinational with, you know, 70"},{"speaker":"Tim Montague","startTime":1328.57,"endTime":1333.85,"body":"facilities globally. I've, I've,"},{"speaker":"Tim Montague","startTime":1334.24,"endTime":1339.16,"body":"I've driven a few projects like"},{"speaker":"Tim Montague","startTime":1334.24,"endTime":1339.16,"body":"that, and they do happen. You"},{"speaker":"Tim Montague","startTime":1339.16,"endTime":1341.98,"body":"know, the other thing you"},{"speaker":"Tim Montague","startTime":1339.16,"endTime":1341.98,"body":"mentioned this owner occupied"},{"speaker":"Tim Montague","startTime":1342.58,"endTime":1345.46,"body":"angle, this is very important,"},{"speaker":"Tim Montague","startTime":1342.58,"endTime":1345.46,"body":"right? If you're wanting to get"},{"speaker":"Tim Montague","startTime":1345.46,"endTime":1350.3799999999999,"body":"into CNI, solar, you have to"},{"speaker":"Tim Montague","startTime":1345.46,"endTime":1350.3799999999999,"body":"work on owner occupied"},{"speaker":"Tim Montague","startTime":1350.3799999999999,"endTime":1353.92,"body":"facilities, unless you're"},{"speaker":"Tim Montague","startTime":1350.3799999999999,"endTime":1353.92,"body":"catalyst. And they're and"},{"speaker":"Tim Montague","startTime":1353.92,"endTime":1356.53,"body":"they're, they've cracked the nut"},{"speaker":"Tim Montague","startTime":1353.92,"endTime":1356.53,"body":"for working on third party"},{"speaker":"Tim Montague","startTime":1356.53,"endTime":1362.59,"body":"owned. We did an episode with"},{"speaker":"Tim Montague","startTime":1356.53,"endTime":1362.59,"body":"them. But the other thing is the"},{"speaker":"Tim Montague","startTime":1362.59,"endTime":1366.7,"body":"decision makers, right, there's"},{"speaker":"Tim Montague","startTime":1362.59,"endTime":1366.7,"body":"a group of decision makers or"},{"speaker":"Tim Montague","startTime":1367.0,"endTime":1371.3799999999999,"body":"layers of groups of decision"},{"speaker":"Tim Montague","startTime":1367.0,"endTime":1371.3799999999999,"body":"makers in CNI. And so the"},{"speaker":"Tim Montague","startTime":1371.3799999999999,"endTime":1376.36,"body":"decision isn't as cut and dried"},{"speaker":"Tim Montague","startTime":1371.3799999999999,"endTime":1376.36,"body":"as it is in residential. And"},{"speaker":"John Weaver","startTime":1378.1299999999999,"endTime":1380.35,"body":"you know, on that"},{"speaker":"John Weaver","startTime":1378.1299999999999,"endTime":1380.35,"body":"last page, though, that you just"},{"speaker":"John Weaver","startTime":1380.35,"endTime":1383.47,"body":"showed, and it's shorter showed"},{"speaker":"John Weaver","startTime":1380.35,"endTime":1383.47,"body":"on this one, but in the top"},{"speaker":"John Weaver","startTime":1383.47,"endTime":1389.05,"body":"right, it said that corporate"},{"speaker":"John Weaver","startTime":1383.47,"endTime":1389.05,"body":"CNI customers had contracted 45"},{"speaker":"John Weaver","startTime":1389.05,"endTime":1396.1,"body":"gigawatts of solar in the United"},{"speaker":"John Weaver","startTime":1389.05,"endTime":1396.1,"body":"States. We're only at like 130"},{"speaker":"John Weaver","startTime":1396.1,"endTime":1403.27,"body":"to 140 gigs, maybe 140 to 145."},{"speaker":"John Weaver","startTime":1396.1,"endTime":1403.27,"body":"So corporate has purchased 1/3"},{"speaker":"John Weaver","startTime":1404.11,"endTime":1408.94,"body":"of all solar in the United"},{"speaker":"John Weaver","startTime":1404.11,"endTime":1408.94,"body":"States. So we say corporate is"},{"speaker":"John Weaver","startTime":1408.94,"endTime":1412.3,"body":"only five, you know, two and a"},{"speaker":"John Weaver","startTime":1408.94,"endTime":1412.3,"body":"half gigs a year. Now that's"},{"speaker":"John Weaver","startTime":1412.3,"endTime":1419.08,"body":"small rooftop distributed CNI,"},{"speaker":"John Weaver","startTime":1412.3,"endTime":1419.08,"body":"corporate is 10 times bigger"},{"speaker":"John Weaver","startTime":1419.59,"endTime":1423.8799999999999,"body":"than small CNI. So that's, you"},{"speaker":"John Weaver","startTime":1419.59,"endTime":1423.8799999999999,"body":"know, there's two different"},{"speaker":"John Weaver","startTime":1423.8799999999999,"endTime":1427.18,"body":"parties, you know, corporate and"},{"speaker":"John Weaver","startTime":1423.8799999999999,"endTime":1427.18,"body":"commercial CNI are two different"},{"speaker":"John Weaver","startTime":1478.8700000000001,"endTime":1479.38,"body":"purchasing."},{"speaker":"Unknown","startTime":1481.51,"endTime":1482.26,"body":"And"},{"speaker":"Tim Montague","startTime":1482.77,"endTime":1485.3500000000001,"body":"this report goes"},{"speaker":"Tim Montague","startTime":1482.77,"endTime":1485.3500000000001,"body":"on to show you know where these"},{"speaker":"Tim Montague","startTime":1487.9,"endTime":1489.46,"body":"procurements are happening."},{"speaker":"Tim Montague","startTime":1490.72,"endTime":1496.24,"body":"Texas being the big dog, there's"},{"speaker":"Tim Montague","startTime":1490.72,"endTime":1496.24,"body":"just a lot of large scale solar"},{"speaker":"Tim Montague","startTime":1496.24,"endTime":1503.8600000000001,"body":"being built in Texas and solar"},{"speaker":"Tim Montague","startTime":1496.24,"endTime":1503.8600000000001,"body":"and wind of course, and but, but"},{"speaker":"Tim Montague","startTime":1503.8600000000001,"endTime":1509.44,"body":"Illinois here 7%. And what is"},{"speaker":"Tim Montague","startTime":1503.8600000000001,"endTime":1509.44,"body":"that in the top? Is that Iowa?"},{"speaker":"Tim Montague","startTime":1511.09,"endTime":1511.63,"body":"Ohio."},{"speaker":"John Weaver","startTime":1513.52,"endTime":1516.34,"body":"That's maybe it's"},{"speaker":"John Weaver","startTime":1513.52,"endTime":1516.34,"body":"all Ohio. Yeah, it also says"},{"speaker":"John Weaver","startTime":1516.34,"endTime":1517.1200000000001,"body":"Ohio right there."},{"speaker":"Tim Montague","startTime":1518.1100000000001,"endTime":1522.3700000000001,"body":"There we go. Ohio."},{"speaker":"Tim Montague","startTime":1518.1100000000001,"endTime":1522.3700000000001,"body":"Yeah. And then and then it lists"},{"speaker":"Tim Montague","startTime":1522.3700000000001,"endTime":1528.34,"body":"out who are the buyers? Amazon"},{"speaker":"Tim Montague","startTime":1522.3700000000001,"endTime":1528.34,"body":"being the big dog? Mata, aka"},{"speaker":"Tim Montague","startTime":1528.34,"endTime":1533.56,"body":"Facebook, Google, Microsoft,"},{"speaker":"Tim Montague","startTime":1528.34,"endTime":1533.56,"body":"Verizon, ATT, McDonald's,"},{"speaker":"Tim Montague","startTime":1533.6200000000001,"endTime":1539.83,"body":"Walmart, shell, totes haul"},{"speaker":"Tim Montague","startTime":1533.6200000000001,"endTime":1539.83,"body":"General Motors target, Apple"},{"speaker":"Tim Montague","startTime":1540.52,"endTime":1543.04,"body":"QPS. I mean, that's the first"},{"speaker":"Tim Montague","startTime":1540.52,"endTime":1543.04,"body":"brand really, that's not a"},{"speaker":"Tim Montague","startTime":1543.04,"endTime":1546.82,"body":"household name. Certainly for us"},{"speaker":"Tim Montague","startTime":1543.04,"endTime":1546.82,"body":"energy professionals. kts Realty"},{"speaker":"Tim Montague","startTime":1546.82,"endTime":1553.63,"body":"trust. I'm not sure what what"},{"speaker":"Tim Montague","startTime":1546.82,"endTime":1553.63,"body":"their line of business is. Ford"},{"speaker":"Tim Montague","startTime":1553.63,"endTime":1558.1000000000001,"body":"Motor Company is in the game."},{"speaker":"Tim Montague","startTime":1553.63,"endTime":1558.1000000000001,"body":"That's good to see. A car"},{"speaker":"Tim Montague","startTime":1558.1000000000001,"endTime":1562.54,"body":"manufacturer, ball Corporation,"},{"speaker":"Tim Montague","startTime":1558.1000000000001,"endTime":1562.54,"body":"that's office products, green"},{"speaker":"Tim Montague","startTime":1562.54,"endTime":1566.65,"body":"power, EMC not sure what that"},{"speaker":"Tim Montague","startTime":1562.54,"endTime":1566.65,"body":"is. Nucor Steel. Nice and"},{"speaker":"Tim Montague","startTime":1566.65,"endTime":1570.31,"body":"digital reality Realty. Don't"},{"speaker":"Tim Montague","startTime":1566.65,"endTime":1570.31,"body":"know what that is. So"},{"speaker":"John Weaver","startTime":1571.6000000000001,"endTime":1574.57,"body":"what's interesting"},{"speaker":"John Weaver","startTime":1571.6000000000001,"endTime":1574.57,"body":"is how many of these corporates"},{"speaker":"John Weaver","startTime":1574.6000000000001,"endTime":1580.06,"body":"purchase their PPAs from Texas."},{"speaker":"John Weaver","startTime":1574.6000000000001,"endTime":1580.06,"body":"But how many of those PPAs of"},{"speaker":"John Weaver","startTime":1580.06,"endTime":1588.25,"body":"Texas are actually feeding"},{"speaker":"John Weaver","startTime":1580.06,"endTime":1588.25,"body":"corporations in Texas? I wonder"},{"speaker":"John Weaver","startTime":1588.25,"endTime":1594.34,"body":"about that because there are"},{"speaker":"John Weaver","startTime":1588.25,"endTime":1594.34,"body":"unconnected PP PPAs where you"},{"speaker":"John Weaver","startTime":1594.34,"endTime":1597.8500000000001,"body":"are like okay, like I think"},{"speaker":"John Weaver","startTime":1594.34,"endTime":1597.8500000000001,"body":"Brown University in Rhode Island"},{"speaker":"John Weaver","startTime":1598.21,"endTime":1605.08,"body":"has bought a PPA from a Texan."},{"speaker":"John Weaver","startTime":1598.21,"endTime":1605.08,"body":"Solar or In farm masteries, or"},{"speaker":"Tim Montague","startTime":1605.08,"endTime":1609.64,"body":"virtual, virtual"},{"speaker":"Tim Montague","startTime":1605.08,"endTime":1609.64,"body":"PPAs, the renewable asset is is"},{"speaker":"Tim Montague","startTime":1609.64,"endTime":1615.13,"body":"quite disparate geographically"},{"speaker":"Tim Montague","startTime":1609.64,"endTime":1615.13,"body":"from the facilities. It's both"},{"speaker":"Tim Montague","startTime":1615.13,"endTime":1619.8700000000001,"body":"and you know, Facebook is"},{"speaker":"Tim Montague","startTime":1615.13,"endTime":1619.8700000000001,"body":"building a data center in the"},{"speaker":"Tim Montague","startTime":1619.8700000000001,"endTime":1623.98,"body":"DeKalb area of Northern"},{"speaker":"Tim Montague","startTime":1619.8700000000001,"endTime":1623.98,"body":"Illinois. And they're building a"},{"speaker":"Tim Montague","startTime":1623.98,"endTime":1626.5,"body":"solar farm it's going to be"},{"speaker":"Tim Montague","startTime":1623.98,"endTime":1626.5,"body":"owned by a third party to solar"},{"speaker":"Tim Montague","startTime":1626.5,"endTime":1631.69,"body":"farm is it's like a 200 250"},{"speaker":"Tim Montague","startTime":1626.5,"endTime":1631.69,"body":"megawatt solar farm. And it's"},{"speaker":"Tim Montague","startTime":1631.69,"endTime":1637.33,"body":"going to power the data center."},{"speaker":"Tim Montague","startTime":1631.69,"endTime":1637.33,"body":"So that's a good example of a"},{"speaker":"Tim Montague","startTime":1638.2,"endTime":1642.52,"body":"you know, close in proximity,"},{"speaker":"Tim Montague","startTime":1638.2,"endTime":1642.52,"body":"PPA. Still third party"},{"speaker":"Tim Montague","startTime":1642.52,"endTime":1644.92,"body":"ownership. And then, but"},{"speaker":"John Weaver","startTime":1646.09,"endTime":1649.3,"body":"I'm okay with that"},{"speaker":"John Weaver","startTime":1646.09,"endTime":1649.3,"body":"one. I'm not okay with a city in"},{"speaker":"John Weaver","startTime":1649.3,"endTime":1653.3500000000001,"body":"the Northeast, or a university"},{"speaker":"John Weaver","startTime":1649.3,"endTime":1653.3500000000001,"body":"in the northeast, buying it from"},{"speaker":"John Weaver","startTime":1653.3500000000001,"endTime":1657.1000000000001,"body":"Texas, when the grids aren't"},{"speaker":"John Weaver","startTime":1653.3500000000001,"endTime":1657.1000000000001,"body":"even connected. I mean, at least"},{"speaker":"John Weaver","startTime":1657.1000000000001,"endTime":1660.46,"body":"you can argue that you're going"},{"speaker":"John Weaver","startTime":1657.1000000000001,"endTime":1660.46,"body":"to wheel the electricity from,"},{"speaker":"John Weaver","startTime":1660.46,"endTime":1666.94,"body":"say, Illinois across PJM and"},{"speaker":"John Weaver","startTime":1660.46,"endTime":1666.94,"body":"then hop over that little NY ISO"},{"speaker":"John Weaver","startTime":1666.97,"endTime":1673.45,"body":"into any ISO. But from Texas,"},{"speaker":"John Weaver","startTime":1666.97,"endTime":1673.45,"body":"there's it's not happening. And"},{"speaker":"John Weaver","startTime":1673.66,"endTime":1675.88,"body":"so I'm wondering, because"},{"speaker":"John Weaver","startTime":1673.66,"endTime":1675.88,"body":"eventually there's going to be"},{"speaker":"John Weaver","startTime":1675.88,"endTime":1678.76,"body":"so much green energy in Texas,"},{"speaker":"John Weaver","startTime":1675.88,"endTime":1678.76,"body":"there's going to be people"},{"speaker":"John Weaver","startTime":1678.76,"endTime":1682.48,"body":"saying, well, I want to buy some"},{"speaker":"John Weaver","startTime":1678.76,"endTime":1682.48,"body":"solar, and then the grid people"},{"speaker":"John Weaver","startTime":1682.48,"endTime":1684.97,"body":"are gonna be like, no, no, you"},{"speaker":"John Weaver","startTime":1682.48,"endTime":1684.97,"body":"can't. All of our solar is"},{"speaker":"John Weaver","startTime":1684.97,"endTime":1687.52,"body":"already sold to people outside"},{"speaker":"John Weaver","startTime":1684.97,"endTime":1687.52,"body":"of Texas. Oh, well, let's add"},{"speaker":"John Weaver","startTime":1687.52,"endTime":1690.88,"body":"more. No, no, no, the whole grid"},{"speaker":"John Weaver","startTime":1687.52,"endTime":1690.88,"body":"is offset with solar and wind,"},{"speaker":"John Weaver","startTime":1690.88,"endTime":1693.52,"body":"we can't add more, because it's"},{"speaker":"John Weaver","startTime":1690.88,"endTime":1693.52,"body":"maxed out, you're already"},{"speaker":"John Weaver","startTime":1693.52,"endTime":1696.8500000000001,"body":"getting your electricity. Oh,"},{"speaker":"John Weaver","startTime":1693.52,"endTime":1696.8500000000001,"body":"but but and there's going to be"},{"speaker":"John Weaver","startTime":1696.8500000000001,"endTime":1700.51,"body":"a dynamic at some point. And I"},{"speaker":"John Weaver","startTime":1696.8500000000001,"endTime":1700.51,"body":"actually covered an article that"},{"speaker":"John Weaver","startTime":1700.54,"endTime":1704.65,"body":"referenced this, at some point,"},{"speaker":"John Weaver","startTime":1700.54,"endTime":1704.65,"body":"you won't be able to sell your"},{"speaker":"John Weaver","startTime":1704.65,"endTime":1708.16,"body":"renewable energy certificates to"},{"speaker":"John Weaver","startTime":1704.65,"endTime":1708.16,"body":"a third party, and you won't be"},{"speaker":"John Weaver","startTime":1708.16,"endTime":1711.01,"body":"able to sell your excess kWh,"},{"speaker":"John Weaver","startTime":1708.16,"endTime":1711.01,"body":"it's you're gonna need to build"},{"speaker":"John Weaver","startTime":1711.01,"endTime":1715.06,"body":"some batteries. And, you know,"},{"speaker":"John Weaver","startTime":1711.01,"endTime":1715.06,"body":"Texas might be one of the first"},{"speaker":"John Weaver","startTime":1715.06,"endTime":1718.33,"body":"places where we see that"},{"speaker":"John Weaver","startTime":1715.06,"endTime":1718.33,"body":"argument start to occur, because"},{"speaker":"John Weaver","startTime":1718.3600000000001,"endTime":1721.48,"body":"they're gonna scale so fast with"},{"speaker":"John Weaver","startTime":1718.3600000000001,"endTime":1721.48,"body":"solar and wind and batteries."},{"speaker":"John Weaver","startTime":1721.84,"endTime":1725.74,"body":"And, you know, we're gonna be"},{"speaker":"John Weaver","startTime":1721.84,"endTime":1725.74,"body":"like, Hey, I signed a PPA for 20"},{"speaker":"John Weaver","startTime":1725.74,"endTime":1730.24,"body":"years. Yeah, but down the street"},{"speaker":"John Weaver","startTime":1725.74,"endTime":1730.24,"body":"from us coal plant. So it's,"},{"speaker":"John Weaver","startTime":1730.54,"endTime":1732.73,"body":"there's going to be a dance, and"},{"speaker":"John Weaver","startTime":1730.54,"endTime":1732.73,"body":"we're going to get better. And I"},{"speaker":"John Weaver","startTime":1732.73,"endTime":1735.91,"body":"know that we're at a short term,"},{"speaker":"John Weaver","startTime":1732.73,"endTime":1735.91,"body":"we're at an early stage, and"},{"speaker":"John Weaver","startTime":1735.91,"endTime":1738.91,"body":"getting any new capacity on the"},{"speaker":"John Weaver","startTime":1735.91,"endTime":1738.91,"body":"grid is necessary and powerful,"},{"speaker":"John Weaver","startTime":1739.06,"endTime":1743.65,"body":"done, beautiful. Accept it, and"},{"speaker":"John Weaver","startTime":1739.06,"endTime":1743.65,"body":"happy with it. But 20 years,"},{"speaker":"John Weaver","startTime":1743.65,"endTime":1746.29,"body":"Tim, when we're on the show,"},{"speaker":"John Weaver","startTime":1743.65,"endTime":1746.29,"body":"talking about it, I'm gonna get"},{"speaker":"John Weaver","startTime":1746.29,"endTime":1749.77,"body":"to say I told him so. So looking"},{"speaker":"John Weaver","startTime":1746.29,"endTime":1749.77,"body":"forward to that. I'll let you"},{"speaker":"John Weaver","startTime":1749.77,"endTime":1750.6100000000001,"body":"know how it goes."},{"speaker":"Tim Montague","startTime":1752.59,"endTime":1755.53,"body":"Well, I hope we're"},{"speaker":"Tim Montague","startTime":1752.59,"endTime":1755.53,"body":"still here in 20 years. You got"},{"speaker":"Tim Montague","startTime":1755.53,"endTime":1759.46,"body":"a story in PV magazine John, CCA"},{"speaker":"Tim Montague","startTime":1755.53,"endTime":1759.46,"body":"meaning Community Choice"},{"speaker":"Tim Montague","startTime":1759.46,"endTime":1763.24,"body":"aggregation must procure 1300"},{"speaker":"Tim Montague","startTime":1759.46,"endTime":1763.24,"body":"gigawatts of supply to meet the"},{"speaker":"Tim Montague","startTime":1763.24,"endTime":1767.89,"body":"last 37 gigawatt hours of"},{"speaker":"Tim Montague","startTime":1763.24,"endTime":1767.89,"body":"demand. Yes. What's the story?"},{"speaker":"Tim Montague","startTime":1767.89,"endTime":1770.74,"body":"This was all over the news"},{"speaker":"Tim Montague","startTime":1767.89,"endTime":1770.74,"body":"yesterday, and maybe the day"},{"speaker":"Tim Montague","startTime":1770.74,"endTime":1771.67,"body":"before? I don't know."},{"speaker":"John Weaver","startTime":1773.32,"endTime":1776.5,"body":"So Peninsula clean"},{"speaker":"John Weaver","startTime":1773.32,"endTime":1776.5,"body":"energy, they are a California"},{"speaker":"John Weaver","startTime":1776.5,"endTime":1785.14,"body":"CCA, they are aiming to have"},{"speaker":"John Weaver","startTime":1776.5,"endTime":1785.14,"body":"100% clean energy by 2025. So"},{"speaker":"John Weaver","startTime":1785.29,"endTime":1786.31,"body":"right around the corner,"},{"speaker":"Tim Montague","startTime":1786.46,"endTime":1789.04,"body":"what is the CCA"},{"speaker":"Tim Montague","startTime":1786.46,"endTime":1789.04,"body":"for those of our listeners who"},{"speaker":"Tim Montague","startTime":1789.04,"endTime":1791.95,"body":"don't know what Community Choice"},{"speaker":"Tim Montague","startTime":1789.04,"endTime":1791.95,"body":"aggregation is mean, there's"},{"speaker":"Tim Montague","startTime":1791.95,"endTime":1795.16,"body":"various flavors of this around"},{"speaker":"Tim Montague","startTime":1791.95,"endTime":1795.16,"body":"the country. But California has"},{"speaker":"Tim Montague","startTime":1796.33,"endTime":1798.7,"body":"a unique version of this."},{"speaker":"John Weaver","startTime":1799.39,"endTime":1803.6200000000001,"body":"So pretty much a"},{"speaker":"John Weaver","startTime":1799.39,"endTime":1803.6200000000001,"body":"CCA has a geographical region"},{"speaker":"John Weaver","startTime":1803.68,"endTime":1807.31,"body":"where they can serve everybody"},{"speaker":"John Weaver","startTime":1803.68,"endTime":1807.31,"body":"within that region with"},{"speaker":"John Weaver","startTime":1807.31,"endTime":1812.32,"body":"electricity. And it's approved"},{"speaker":"John Weaver","startTime":1807.31,"endTime":1812.32,"body":"by the state. And a lot of times"},{"speaker":"John Weaver","startTime":1812.32,"endTime":1816.7,"body":"you're automatically opted in to"},{"speaker":"John Weaver","startTime":1812.32,"endTime":1816.7,"body":"being an a CCA. And then the CCA"},{"speaker":"John Weaver","startTime":1816.7,"endTime":1821.32,"body":"is a business that goes out and"},{"speaker":"John Weaver","startTime":1816.7,"endTime":1821.32,"body":"buys electricity for you. So"},{"speaker":"John Weaver","startTime":1821.32,"endTime":1821.5,"body":"it's a"},{"speaker":"Tim Montague","startTime":1821.5,"endTime":1823.63,"body":"group of it's a"},{"speaker":"Tim Montague","startTime":1821.5,"endTime":1823.63,"body":"group of cities though, right"},{"speaker":"Tim Montague","startTime":1823.63,"endTime":1828.22,"body":"that come together. Like here,"},{"speaker":"Tim Montague","startTime":1823.63,"endTime":1828.22,"body":"we're talking about an area in"},{"speaker":"Tim Montague","startTime":1828.22,"endTime":1832.1200000000001,"body":"silver in near San Francisco,"},{"speaker":"Tim Montague","startTime":1828.22,"endTime":1832.1200000000001,"body":"right. This is the peninsula"},{"speaker":"Tim Montague","startTime":1832.1200000000001,"endTime":1837.07,"body":"south of San Francisco, you've"},{"speaker":"Tim Montague","startTime":1832.1200000000001,"endTime":1837.07,"body":"got Redwood City, etc, down to"},{"speaker":"Tim Montague","startTime":1837.07,"endTime":1842.89,"body":"San Jose, and and they come"},{"speaker":"Tim Montague","startTime":1837.07,"endTime":1842.89,"body":"together as a buying in a way of"},{"speaker":"Tim Montague","startTime":1842.89,"endTime":1843.88,"body":"buying cooperative,"},{"speaker":"John Weaver","startTime":1843.91,"endTime":1847.66,"body":"correct?"},{"speaker":"John Weaver","startTime":1843.91,"endTime":1847.66,"body":"Absolutely. Yeah. So that's an"},{"speaker":"John Weaver","startTime":1847.66,"endTime":1852.7,"body":"Peninsula, this article is about"},{"speaker":"John Weaver","startTime":1847.66,"endTime":1852.7,"body":"their future purchases that are"},{"speaker":"John Weaver","startTime":1852.7,"endTime":1856.48,"body":"going to be required to move"},{"speaker":"John Weaver","startTime":1852.7,"endTime":1856.48,"body":"them from matching. And here's"},{"speaker":"John Weaver","startTime":1856.48,"endTime":1861.88,"body":"the key. Right now they're 100%"},{"speaker":"John Weaver","startTime":1856.48,"endTime":1861.88,"body":"renewable, but only on an annual"},{"speaker":"John Weaver","startTime":1861.94,"endTime":1865.75,"body":"offset level. And this ties sort"},{"speaker":"John Weaver","startTime":1861.94,"endTime":1865.75,"body":"of kind of back to our Texas, my"},{"speaker":"John Weaver","startTime":1865.75,"endTime":1869.5,"body":"little complaint about Texas or"},{"speaker":"John Weaver","startTime":1865.75,"endTime":1869.5,"body":"Rhode Island, offsetting your"},{"speaker":"John Weaver","startTime":1869.5,"endTime":1873.22,"body":"use on an annual basis. So"},{"speaker":"John Weaver","startTime":1869.5,"endTime":1873.22,"body":"that's cool. You paid a little"},{"speaker":"John Weaver","startTime":1873.22,"endTime":1876.01,"body":"more, you got this, you gave"},{"speaker":"John Weaver","startTime":1873.22,"endTime":1876.01,"body":"somebody some funding so they"},{"speaker":"John Weaver","startTime":1876.01,"endTime":1880.75,"body":"can build a solar power plant"},{"speaker":"John Weaver","startTime":1876.01,"endTime":1880.75,"body":"and that allows us to offset the"},{"speaker":"John Weaver","startTime":1880.75,"endTime":1886.48,"body":"current portfolio 100% renewable"},{"speaker":"John Weaver","startTime":1880.75,"endTime":1886.48,"body":"quote unquote. However, if they"},{"speaker":"John Weaver","startTime":1886.48,"endTime":1891.16,"body":"actually look at that hourly"},{"speaker":"John Weaver","startTime":1886.48,"endTime":1891.16,"body":"offset and say, Okay, well, we"},{"speaker":"John Weaver","startTime":1891.16,"endTime":1895.0,"body":"bought this, you know, X number"},{"speaker":"John Weaver","startTime":1891.16,"endTime":1895.0,"body":"of gigawatt hours it's like 3000"},{"speaker":"John Weaver","startTime":1895.0,"endTime":1898.72,"body":"gigawatt hours they need per"},{"speaker":"John Weaver","startTime":1895.0,"endTime":1898.72,"body":"year to serve their 880,000 ish"},{"speaker":"John Weaver","startTime":1898.72,"endTime":1904.1200000000001,"body":"people. If we bought this offset"},{"speaker":"John Weaver","startTime":1898.72,"endTime":1904.1200000000001,"body":"number When we do the math and"},{"speaker":"John Weaver","startTime":1904.1200000000001,"endTime":1906.6100000000001,"body":"we run this bottle, and they"},{"speaker":"John Weaver","startTime":1904.1200000000001,"endTime":1906.6100000000001,"body":"call up the mast and matching"},{"speaker":"John Weaver","startTime":1906.64,"endTime":1910.93,"body":"around the clock hourly energy"},{"speaker":"John Weaver","startTime":1906.64,"endTime":1910.93,"body":"match model, we find that only"},{"speaker":"John Weaver","startTime":1910.93,"endTime":1915.16,"body":"71% of our hours are covered."},{"speaker":"John Weaver","startTime":1910.93,"endTime":1915.16,"body":"And so if you scroll down a"},{"speaker":"John Weaver","startTime":1915.16,"endTime":1919.45,"body":"little more, there's a double"},{"speaker":"John Weaver","startTime":1915.16,"endTime":1919.45,"body":"chart. And this chart, so that"},{"speaker":"John Weaver","startTime":1919.45,"endTime":1924.58,"body":"said right here, so the top"},{"speaker":"John Weaver","startTime":1919.45,"endTime":1924.58,"body":"chart is 100%, renewable energy,"},{"speaker":"John Weaver","startTime":1924.97,"endTime":1929.26,"body":"annual. But if you see all the"},{"speaker":"John Weaver","startTime":1924.97,"endTime":1929.26,"body":"yellow in the red, that's carbon"},{"speaker":"John Weaver","startTime":1929.26,"endTime":1931.78,"body":"emissions. And those are"},{"speaker":"John Weaver","startTime":1929.26,"endTime":1931.78,"body":"emissions, because in the"},{"speaker":"John Weaver","startTime":1931.78,"endTime":1935.8600000000001,"body":"wintertime, and in California,"},{"speaker":"John Weaver","startTime":1931.78,"endTime":1935.8600000000001,"body":"we don't have the resources to"},{"speaker":"John Weaver","startTime":1935.8600000000001,"endTime":1941.59,"body":"be clean. But they're still 100%"},{"speaker":"John Weaver","startTime":1935.8600000000001,"endTime":1941.59,"body":"renewable, but they're not. You"},{"speaker":"John Weaver","startTime":1941.59,"endTime":1945.6100000000001,"body":"look at the bottom one, that's"},{"speaker":"John Weaver","startTime":1941.59,"endTime":1945.6100000000001,"body":"the 99% renewable, so"},{"speaker":"John Weaver","startTime":1945.6100000000001,"endTime":1953.68,"body":"technically not as good as the"},{"speaker":"John Weaver","startTime":1945.6100000000001,"endTime":1953.68,"body":"100. But 99% covered hourly. And"},{"speaker":"John Weaver","startTime":1953.68,"endTime":1956.44,"body":"that means they looked at every"},{"speaker":"John Weaver","startTime":1953.68,"endTime":1956.44,"body":"single hour of the day and said,"},{"speaker":"John Weaver","startTime":1956.44,"endTime":1960.04,"body":"Okay, we have to figure out how"},{"speaker":"John Weaver","startTime":1956.44,"endTime":1960.04,"body":"to win. And the key is, you"},{"speaker":"John Weaver","startTime":1960.04,"endTime":1961.75,"body":"know, when I was this was"},{"speaker":"John Weaver","startTime":1960.04,"endTime":1961.75,"body":"pointed out to me on Twitter"},{"speaker":"John Weaver","startTime":1961.75,"endTime":1966.04,"body":"just this morning, batteries are"},{"speaker":"John Weaver","startTime":1961.75,"endTime":1966.04,"body":"a really big part of this very"},{"speaker":"John Weaver","startTime":1966.04,"endTime":1969.25,"body":"important. And there's a chart,"},{"speaker":"John Weaver","startTime":1966.04,"endTime":1969.25,"body":"I believe with showdown slow"},{"speaker":"John Weaver","startTime":1969.25,"endTime":1972.34,"body":"down or scroll down, I showed"},{"speaker":"John Weaver","startTime":1969.25,"endTime":1972.34,"body":"you that right there, you can"},{"speaker":"John Weaver","startTime":1972.34,"endTime":1975.94,"body":"see where the energy is served"},{"speaker":"John Weaver","startTime":1972.34,"endTime":1975.94,"body":"from the green being batteries,"},{"speaker":"John Weaver","startTime":1976.1200000000001,"endTime":1981.01,"body":"the blue being wind, the yellow"},{"speaker":"John Weaver","startTime":1976.1200000000001,"endTime":1981.01,"body":"being solar, but the key is in"},{"speaker":"John Weaver","startTime":1981.01,"endTime":1985.18,"body":"this one is that geothermal was"},{"speaker":"John Weaver","startTime":1981.01,"endTime":1985.18,"body":"the major player that supported"},{"speaker":"John Weaver","startTime":1985.18,"endTime":1990.28,"body":"the overnight wind, and the"},{"speaker":"John Weaver","startTime":1985.18,"endTime":1990.28,"body":"24/7. stuff. And, and so that"},{"speaker":"John Weaver","startTime":1990.28,"endTime":1993.16,"body":"matters, you know, so getting"},{"speaker":"John Weaver","startTime":1990.28,"endTime":1993.16,"body":"those last 24 hours, and here"},{"speaker":"John Weaver","startTime":1993.16,"endTime":1996.64,"body":"you can see the costs. So what"},{"speaker":"John Weaver","startTime":1993.16,"endTime":1996.64,"body":"this chart here is, is really,"},{"speaker":"John Weaver","startTime":1996.67,"endTime":2000.03,"body":"really neat, the amount of"},{"speaker":"John Weaver","startTime":1996.67,"endTime":2000.03,"body":"electricity that they had to"},{"speaker":"John Weaver","startTime":2000.03,"endTime":2004.53,"body":"procure to meet those numbers,"},{"speaker":"John Weaver","startTime":2000.03,"endTime":2004.53,"body":"our annual 100, hourly 90,"},{"speaker":"John Weaver","startTime":2004.56,"endTime":2009.3600000000001,"body":"hourly 95, hourly 99. And then"},{"speaker":"John Weaver","startTime":2004.56,"endTime":2009.3600000000001,"body":"the last one, and the reason it"},{"speaker":"John Weaver","startTime":2009.3600000000001,"endTime":2013.77,"body":"pops so big, since you have to"},{"speaker":"John Weaver","startTime":2009.3600000000001,"endTime":2013.77,"body":"buy extra solar in the daytime,"},{"speaker":"John Weaver","startTime":2014.22,"endTime":2017.04,"body":"to fill up your batteries. And a"},{"speaker":"John Weaver","startTime":2014.22,"endTime":2017.04,"body":"whole bunch of that solar is"},{"speaker":"John Weaver","startTime":2017.04,"endTime":2019.68,"body":"going to be excess, and your"},{"speaker":"John Weaver","startTime":2017.04,"endTime":2019.68,"body":"batteries aren't going to be"},{"speaker":"John Weaver","startTime":2019.68,"endTime":2023.04,"body":"fully filled up. But you got to"},{"speaker":"John Weaver","startTime":2019.68,"endTime":2023.04,"body":"buy it anyway. Because you have"},{"speaker":"John Weaver","startTime":2023.04,"endTime":2027.0,"body":"to pay for the power plant, you"},{"speaker":"John Weaver","startTime":2023.04,"endTime":2027.0,"body":"can't just buy X number of kWh"},{"speaker":"John Weaver","startTime":2027.0,"endTime":2029.76,"body":"is going to pay for the power"},{"speaker":"John Weaver","startTime":2027.0,"endTime":2029.76,"body":"plant because everyone else"},{"speaker":"John Weaver","startTime":2029.76,"endTime":2034.08,"body":"wants to buy those overnight"},{"speaker":"John Weaver","startTime":2029.76,"endTime":2034.08,"body":"clean kWh is as well. And so"},{"speaker":"John Weaver","startTime":2034.44,"endTime":2042.27,"body":"that last 1% is actually going"},{"speaker":"John Weaver","startTime":2034.44,"endTime":2042.27,"body":"to cost about 18% more on their"},{"speaker":"John Weaver","startTime":2042.27,"endTime":2046.29,"body":"electricity bill. And so that's"},{"speaker":"John Weaver","startTime":2042.27,"endTime":2046.29,"body":"what this challenge is, is that"},{"speaker":"John Weaver","startTime":2046.29,"endTime":2051.54,"body":"we get to 99% reasonably cost"},{"speaker":"John Weaver","startTime":2046.29,"endTime":2051.54,"body":"effectively, and with good"},{"speaker":"John Weaver","startTime":2051.54,"endTime":2054.96,"body":"modern tech, and we're probably"},{"speaker":"John Weaver","startTime":2051.54,"endTime":2054.96,"body":"gonna be burning some gas, you"},{"speaker":"John Weaver","startTime":2054.96,"endTime":2059.3399999999997,"body":"know, that maybe not call for"},{"speaker":"John Weaver","startTime":2054.96,"endTime":2059.3399999999997,"body":"the burdensome gas. And it's,"},{"speaker":"John Weaver","startTime":2059.4,"endTime":2062.5499999999997,"body":"you know, it's a challenge. But"},{"speaker":"John Weaver","startTime":2059.4,"endTime":2062.5499999999997,"body":"then to bump into a pure"},{"speaker":"John Weaver","startTime":2062.5499999999997,"endTime":2068.46,"body":"100% 24/7 365 becomes a"},{"speaker":"John Weaver","startTime":2062.5499999999997,"endTime":2068.46,"body":"challenge unless we have"},{"speaker":"John Weaver","startTime":2069.18,"endTime":2073.56,"body":"geothermal or nuclear. Now, if"},{"speaker":"John Weaver","startTime":2069.18,"endTime":2073.56,"body":"you notice here, there's zero"},{"speaker":"John Weaver","startTime":2073.56,"endTime":2079.38,"body":"nuclear in this portfolio. It's"},{"speaker":"John Weaver","startTime":2073.56,"endTime":2079.38,"body":"100% renewables, and, you know,"},{"speaker":"John Weaver","startTime":2079.41,"endTime":2082.98,"body":"geothermal is coming. I follow a"},{"speaker":"John Weaver","startTime":2079.41,"endTime":2082.98,"body":"gentleman named Tim landmark,"},{"speaker":"John Weaver","startTime":2083.25,"endTime":2088.08,"body":"He's, um, I can't remember his"},{"speaker":"John Weaver","startTime":2083.25,"endTime":2088.08,"body":"geothermal company. But um, he"},{"speaker":"John Weaver","startTime":2088.08,"endTime":2091.08,"body":"seems to have raised money and"},{"speaker":"John Weaver","startTime":2088.08,"endTime":2091.08,"body":"be the cutting edge geothermal"},{"speaker":"John Weaver","startTime":2091.08,"endTime":2095.79,"body":"guy. So this just speaks of the"},{"speaker":"John Weaver","startTime":2091.08,"endTime":2095.79,"body":"challenge, you know, 37 gigawatt"},{"speaker":"John Weaver","startTime":2095.79,"endTime":2101.28,"body":"hours, that was their last 1%,"},{"speaker":"John Weaver","startTime":2095.79,"endTime":2101.28,"body":"they had to do 50 times that"},{"speaker":"John Weaver","startTime":2101.28,"endTime":2106.26,"body":"amount, 40 times that amount to"},{"speaker":"John Weaver","startTime":2101.28,"endTime":2106.26,"body":"knock it out apart. And it's"},{"speaker":"John Weaver","startTime":2106.26,"endTime":2111.27,"body":"gonna be some hard work. But"},{"speaker":"John Weaver","startTime":2106.26,"endTime":2111.27,"body":"that extra 1300 gigawatt hours,"},{"speaker":"John Weaver","startTime":2111.27,"endTime":2114.21,"body":"Timothy, eventually you and I"},{"speaker":"John Weaver","startTime":2111.27,"endTime":2114.21,"body":"were going to sell that somehow."},{"speaker":"John Weaver","startTime":2114.54,"endTime":2117.78,"body":"Because there's value there, you"},{"speaker":"John Weaver","startTime":2114.54,"endTime":2117.78,"body":"know, we may not exactly know"},{"speaker":"John Weaver","startTime":2117.78,"endTime":2120.96,"body":"what we're going to have it and"},{"speaker":"John Weaver","startTime":2117.78,"endTime":2120.96,"body":"it may be off capacity factor,"},{"speaker":"John Weaver","startTime":2121.05,"endTime":2123.06,"body":"but at different times of the"},{"speaker":"John Weaver","startTime":2121.05,"endTime":2123.06,"body":"day, different times of the"},{"speaker":"John Weaver","startTime":2123.06,"endTime":2126.6600000000003,"body":"year. You know, some bitcoin"},{"speaker":"John Weaver","startTime":2123.06,"endTime":2126.6600000000003,"body":"miners just gonna plug in and"},{"speaker":"John Weaver","startTime":2126.6600000000003,"endTime":2129.2400000000002,"body":"say, you know, what, I don't"},{"speaker":"John Weaver","startTime":2126.6600000000003,"endTime":2129.2400000000002,"body":"care, I'm gonna, it'll work for"},{"speaker":"John Weaver","startTime":2129.2400000000002,"endTime":2133.05,"body":"me. So that eventually that"},{"speaker":"John Weaver","startTime":2129.2400000000002,"endTime":2133.05,"body":"electricity won't be lost. We'll"},{"speaker":"John Weaver","startTime":2133.05,"endTime":2135.06,"body":"just we're just going to have to"},{"speaker":"John Weaver","startTime":2133.05,"endTime":2135.06,"body":"learn how to deal with it, how"},{"speaker":"John Weaver","startTime":2135.06,"endTime":2135.96,"body":"to learn how to use it."},{"speaker":"Tim Montague","startTime":2136.199,"endTime":2140.639,"body":"So this story is"},{"speaker":"Tim Montague","startTime":2136.199,"endTime":2140.639,"body":"newsworthy, though, because it's"},{"speaker":"Tim Montague","startTime":2140.639,"endTime":2143.7290000000003,"body":"like a real world. This is a"},{"speaker":"Tim Montague","startTime":2140.639,"endTime":2143.7290000000003,"body":"real geography, a real"},{"speaker":"Tim Montague","startTime":2143.7290000000003,"endTime":2148.469,"body":"population, real numbers, just"},{"speaker":"Tim Montague","startTime":2143.7290000000003,"endTime":2148.469,"body":"demonstrating that, hey, look,"},{"speaker":"Tim Montague","startTime":2148.469,"endTime":2152.099,"body":"we could actually do this. This"},{"speaker":"Tim Montague","startTime":2148.469,"endTime":2152.099,"body":"is how we get there. This is the"},{"speaker":"Tim Montague","startTime":2152.099,"endTime":2157.349,"body":"cost involved. And a quick"},{"speaker":"Tim Montague","startTime":2152.099,"endTime":2157.349,"body":"tangent, check out our sobre"},{"speaker":"Tim Montague","startTime":2157.349,"endTime":2161.369,"body":"Zooks podcast. It's called the"},{"speaker":"Tim Montague","startTime":2157.349,"endTime":2161.369,"body":"angry clean energy guy. He also"},{"speaker":"Tim Montague","startTime":2161.369,"endTime":2166.1090000000004,"body":"has a book out I haven't seen it"},{"speaker":"Tim Montague","startTime":2161.369,"endTime":2166.1090000000004,"body":"yet. But he's a solar developer"},{"speaker":"Tim Montague","startTime":2166.469,"endTime":2170.789,"body":"in Southeast Asia, and wonderful"},{"speaker":"Tim Montague","startTime":2166.469,"endTime":2170.789,"body":"podcast, but he points out, I"},{"speaker":"Tim Montague","startTime":2170.789,"endTime":2174.329,"body":"think is in his December, he"},{"speaker":"Tim Montague","startTime":2170.789,"endTime":2174.329,"body":"doesn't one month, a monthly"},{"speaker":"Tim Montague","startTime":2174.4790000000003,"endTime":2178.7990000000004,"body":"show. He points out that there"},{"speaker":"Tim Montague","startTime":2174.4790000000003,"endTime":2178.7990000000004,"body":"are 600 Plus peer reviewed"},{"speaker":"Tim Montague","startTime":2178.7990000000004,"endTime":2183.719,"body":"scientific articles now"},{"speaker":"Tim Montague","startTime":2178.7990000000004,"endTime":2183.719,"body":"validating that we can go 100%"},{"speaker":"Tim Montague","startTime":2183.929,"endTime":2189.719,"body":"wind, solar, battery storage, we"},{"speaker":"Tim Montague","startTime":2183.929,"endTime":2189.719,"body":"have the technology. We just"},{"speaker":"Tim Montague","startTime":2189.719,"endTime":2194.159,"body":"have to deploy it. And it's not"},{"speaker":"Tim Montague","startTime":2189.719,"endTime":2194.159,"body":"it's it's there's just no"},{"speaker":"Tim Montague","startTime":2194.159,"endTime":2196.2590000000005,"body":"question in the scientific"},{"speaker":"Tim Montague","startTime":2194.159,"endTime":2196.2590000000005,"body":"community though. Of course,"},{"speaker":"Tim Montague","startTime":2196.2590000000005,"endTime":2200.8190000000004,"body":"there's naysayers, mostly fueled"},{"speaker":"Tim Montague","startTime":2196.2590000000005,"endTime":2200.8190000000004,"body":"by the fossil fuel industry who"},{"speaker":"Tim Montague","startTime":2200.8190000000004,"endTime":2208.1690000000003,"body":"want to cast shade on this Right"},{"speaker":"Tim Montague","startTime":2200.8190000000004,"endTime":2208.1690000000003,"body":"and and fuel the fire and keep"},{"speaker":"Tim Montague","startTime":2208.1690000000003,"endTime":2211.0490000000004,"body":"the subsidies flowing right"},{"speaker":"Tim Montague","startTime":2208.1690000000003,"endTime":2211.0490000000004,"body":"there are massive subsidies"},{"speaker":"Tim Montague","startTime":2211.0490000000004,"endTime":2217.829,"body":"flowing into the fossil fuel"},{"speaker":"Tim Montague","startTime":2211.0490000000004,"endTime":2217.829,"body":"industry still. And our ppm of"},{"speaker":"Tim Montague","startTime":2217.829,"endTime":2223.9190000000003,"body":"co2 Keep going up, even in 2020"},{"speaker":"Tim Montague","startTime":2217.829,"endTime":2223.9190000000003,"body":"to write rpms are going up. So"},{"speaker":"Tim Montague","startTime":2224.849,"endTime":2228.989,"body":"we're slowing the rate at which"},{"speaker":"Tim Montague","startTime":2224.849,"endTime":2228.989,"body":"they're growing. Okay. But we"},{"speaker":"Tim Montague","startTime":2228.989,"endTime":2234.119,"body":"haven't started to decrease our"},{"speaker":"Tim Montague","startTime":2228.989,"endTime":2234.119,"body":"annual P PMs in the atmosphere."},{"speaker":"Tim Montague","startTime":2234.119,"endTime":2239.6090000000004,"body":"So we have our work cut out for"},{"speaker":"Tim Montague","startTime":2234.119,"endTime":2239.6090000000004,"body":"us. Let's move on to HVDC, which"},{"speaker":"Tim Montague","startTime":2239.6090000000004,"endTime":2243.4190000000003,"body":"was one of my all time favorite"},{"speaker":"Tim Montague","startTime":2239.6090000000004,"endTime":2243.4190000000003,"body":"technologies, John."},{"speaker":"Tim Montague","startTime":2244.7400000000002,"endTime":2246.69,"body":"And why is that?"},{"speaker":"John Weaver","startTime":2247.9500000000003,"endTime":2251.6400000000003,"body":"Because solar is"},{"speaker":"John Weaver","startTime":2247.9500000000003,"endTime":2251.6400000000003,"body":"cheap in the south, and wind is"},{"speaker":"John Weaver","startTime":2251.6400000000003,"endTime":2254.19,"body":"cheap in the Midwest, and we"},{"speaker":"John Weaver","startTime":2251.6400000000003,"endTime":2254.19,"body":"need to move it all over the"},{"speaker":"John Weaver","startTime":2254.19,"endTime":2255.69,"body":"country because we all love each"},{"speaker":"John Weaver","startTime":2254.19,"endTime":2255.69,"body":"other."},{"speaker":"Tim Montague","startTime":2256.1400000000003,"endTime":2260.4900000000002,"body":"And HVDC moves it"},{"speaker":"Tim Montague","startTime":2256.1400000000003,"endTime":2260.4900000000002,"body":"around moves the juice around"},{"speaker":"Tim Montague","startTime":2260.4900000000002,"endTime":2267.57,"body":"more efficiently than HVAC."},{"speaker":"Tim Montague","startTime":2260.4900000000002,"endTime":2267.57,"body":"Which is, I mean, it's the line"},{"speaker":"Tim Montague","startTime":2267.57,"endTime":2272.4,"body":"losses in in AC are humongous,"},{"speaker":"Tim Montague","startTime":2267.57,"endTime":2272.4,"body":"right on the order of 40% of the"},{"speaker":"Tim Montague","startTime":2272.4,"endTime":2276.69,"body":"energy is lost in the form of"},{"speaker":"Tim Montague","startTime":2272.4,"endTime":2276.69,"body":"heat, just keeping up the"},{"speaker":"Tim Montague","startTime":2276.69,"endTime":2281.7000000000003,"body":"atmosphere. And so anyway,"},{"speaker":"Tim Montague","startTime":2276.69,"endTime":2281.7000000000003,"body":"there's a project now being"},{"speaker":"Tim Montague","startTime":2281.7000000000003,"endTime":2284.7300000000005,"body":"developed in northern New"},{"speaker":"Tim Montague","startTime":2281.7000000000003,"endTime":2284.7300000000005,"body":"Mexico, it's, it's going to take"},{"speaker":"Tim Montague","startTime":2286.3500000000004,"endTime":2289.86,"body":"wind and solar from Northeast"},{"speaker":"Tim Montague","startTime":2286.3500000000004,"endTime":2289.86,"body":"New Mexico over to the Four"},{"speaker":"Tim Montague","startTime":2289.86,"endTime":2295.9500000000003,"body":"Corners area in Northwest New"},{"speaker":"Tim Montague","startTime":2289.86,"endTime":2295.9500000000003,"body":"Mexico. And they they estimate"},{"speaker":"Tim Montague","startTime":2295.9500000000003,"endTime":2299.2200000000003,"body":"that this is $11 billion of"},{"speaker":"Tim Montague","startTime":2295.9500000000003,"endTime":2299.2200000000003,"body":"untapped renewable energy"},{"speaker":"Tim Montague","startTime":2299.2200000000003,"endTime":2304.53,"body":"investment potential in the"},{"speaker":"Tim Montague","startTime":2299.2200000000003,"endTime":2304.53,"body":"state. So it's unlocking a"},{"speaker":"Tim Montague","startTime":2304.53,"endTime":2308.4300000000003,"body":"renewable energy market,"},{"speaker":"Tim Montague","startTime":2304.53,"endTime":2308.4300000000003,"body":"basically, right? Taking it from"},{"speaker":"Tim Montague","startTime":2308.7000000000003,"endTime":2312.03,"body":"where the resource is, to where"},{"speaker":"Tim Montague","startTime":2308.7000000000003,"endTime":2312.03,"body":"the demand is, and the"},{"speaker":"Tim Montague","startTime":2312.03,"endTime":2315.3,"body":"infrastructure. You know, the"},{"speaker":"Tim Montague","startTime":2312.03,"endTime":2315.3,"body":"Four Corners area is feeding."},{"speaker":"Tim Montague","startTime":2315.57,"endTime":2323.61,"body":"Heck, California, and Arizona,"},{"speaker":"Tim Montague","startTime":2315.57,"endTime":2323.61,"body":"and Colorado, and Utah. So cool"},{"speaker":"Tim Montague","startTime":2323.61,"endTime":2327.1200000000003,"body":"that and there's there's a,"},{"speaker":"Tim Montague","startTime":2323.61,"endTime":2327.1200000000003,"body":"there's a map showing the"},{"speaker":"Tim Montague","startTime":2327.1200000000003,"endTime":2332.9700000000003,"body":"project. It's a big you. What is"},{"speaker":"Tim Montague","startTime":2327.1200000000003,"endTime":2332.9700000000003,"body":"it called? It is called"},{"speaker":"John Weaver","startTime":2333.659,"endTime":2336.3590000000004,"body":"New Mexico, North"},{"speaker":"John Weaver","startTime":2333.659,"endTime":2336.3590000000004,"body":"path, North path."},{"speaker":"Tim Montague","startTime":2339.1200000000003,"endTime":2342.9,"body":"And this is in PV"},{"speaker":"Tim Montague","startTime":2339.1200000000003,"endTime":2342.9,"body":"magazine story by Ann Fisher. So"},{"speaker":"Tim Montague","startTime":2342.9,"endTime":2347.46,"body":"thank you, Anne, for bringing"},{"speaker":"Tim Montague","startTime":2342.9,"endTime":2347.46,"body":"the story HVDC. The other cool"},{"speaker":"Tim Montague","startTime":2347.46,"endTime":2351.63,"body":"thing about HVDC is that it does"},{"speaker":"Tim Montague","startTime":2347.46,"endTime":2351.63,"body":"well underground, you don't have"},{"speaker":"Tim Montague","startTime":2351.63,"endTime":2355.7400000000002,"body":"to put the wires above ground."},{"speaker":"Tim Montague","startTime":2351.63,"endTime":2355.7400000000002,"body":"There's something about that"},{"speaker":"Tim Montague","startTime":2355.7400000000002,"endTime":2361.5000000000005,"body":"physics of AC that doesn't do so"},{"speaker":"Tim Montague","startTime":2355.7400000000002,"endTime":2361.5000000000005,"body":"well underground. And I don't"},{"speaker":"Tim Montague","startTime":2361.5000000000005,"endTime":2366.84,"body":"know what that is. But I had a"},{"speaker":"Tim Montague","startTime":2361.5000000000005,"endTime":2366.84,"body":"grid expert on the show who, who"},{"speaker":"Tim Montague","startTime":2366.84,"endTime":2372.03,"body":"explained this a little bit. But"},{"speaker":"Tim Montague","startTime":2366.84,"endTime":2372.03,"body":"anyway. Ace HVDC is the future."},{"speaker":"Tim Montague","startTime":2372.03,"endTime":2375.9900000000002,"body":"John, as we've talked about,"},{"speaker":"Tim Montague","startTime":2372.03,"endTime":2375.9900000000002,"body":"right, all we need is a is a"},{"speaker":"Tim Montague","startTime":2375.9900000000002,"endTime":2381.9900000000002,"body":"Dyson sphere of HVDC. That just"},{"speaker":"Tim Montague","startTime":2375.9900000000002,"endTime":2381.9900000000002,"body":"circles the Earth. And then we"},{"speaker":"Tim Montague","startTime":2381.9900000000002,"endTime":2384.7500000000005,"body":"don't have to worry about we"},{"speaker":"Tim Montague","startTime":2381.9900000000002,"endTime":2384.7500000000005,"body":"don't we don't need storage. We"},{"speaker":"Tim Montague","startTime":2384.7500000000005,"endTime":2387.4500000000003,"body":"just have the cable is the"},{"speaker":"Tim Montague","startTime":2384.7500000000005,"endTime":2387.4500000000003,"body":"storage device."},{"speaker":"Unknown","startTime":2388.079,"endTime":2391.469,"body":"Technically, the sun"},{"speaker":"Unknown","startTime":2388.079,"endTime":2391.469,"body":"never goes down. Technically, it"},{"speaker":"Unknown","startTime":2391.469,"endTime":2391.9790000000003,"body":"doesn't."},{"speaker":"Tim Montague","startTime":2393.4500000000003,"endTime":2396.7500000000005,"body":"Not for another,"},{"speaker":"Tim Montague","startTime":2393.4500000000003,"endTime":2396.7500000000005,"body":"what 4 billion years?"},{"speaker":"Unknown","startTime":2398.94,"endTime":2403.2300000000005,"body":"Then it's gonna go down"},{"speaker":"Unknown","startTime":2398.94,"endTime":2403.2300000000005,"body":"permanently. Some challenges?"},{"speaker":"Unknown","startTime":2403.8300000000004,"endTime":2405.57,"body":"Yes, yes. Yes."},{"speaker":"Tim Montague","startTime":2407.1600000000003,"endTime":2410.76,"body":"I think humanity"},{"speaker":"Tim Montague","startTime":2407.1600000000003,"endTime":2410.76,"body":"will be lucky. In our, in our"},{"speaker":"Tim Montague","startTime":2410.76,"endTime":2414.1200000000003,"body":"modern form, if we're around in"},{"speaker":"Tim Montague","startTime":2410.76,"endTime":2414.1200000000003,"body":"1000 years. That's the filter,"},{"speaker":"Tim Montague","startTime":2414.1200000000003,"endTime":2416.46,"body":"right? We're going through the"},{"speaker":"Tim Montague","startTime":2414.1200000000003,"endTime":2416.46,"body":"filter. Now we're running up"},{"speaker":"Tim Montague","startTime":2416.46,"endTime":2420.3900000000003,"body":"against it. Can we avoid"},{"speaker":"Tim Montague","startTime":2416.46,"endTime":2420.3900000000003,"body":"shooting ourselves in the foot?"},{"speaker":"Tim Montague","startTime":2420.57,"endTime":2426.42,"body":"Which is why we don't have space"},{"speaker":"Tim Montague","startTime":2420.57,"endTime":2426.42,"body":"aliens flying around us with"},{"speaker":"Tim Montague","startTime":2426.42,"endTime":2430.0200000000004,"body":"laser guns, because they never"},{"speaker":"Tim Montague","startTime":2426.42,"endTime":2430.0200000000004,"body":"got off of their home planet."},{"speaker":"John Weaver","startTime":2431.3100000000004,"endTime":2433.44,"body":"Or they're bored."},{"speaker":"John Weaver","startTime":2431.3100000000004,"endTime":2433.44,"body":"They're just waiting and getting"},{"speaker":"John Weaver","startTime":2433.44,"endTime":2435.2400000000002,"body":"ready for the fight?"},{"speaker":"Tim Montague","startTime":2437.0400000000004,"endTime":2439.11,"body":"Well, they won't"},{"speaker":"Tim Montague","startTime":2437.0400000000004,"endTime":2439.11,"body":"have a flight here if they can"},{"speaker":"Tim Montague","startTime":2439.11,"endTime":2446.5800000000004,"body":"get here. Well, it's game over."},{"speaker":"Tim Montague","startTime":2439.11,"endTime":2446.5800000000004,"body":"What do you want to talk about"},{"speaker":"Tim Montague","startTime":2446.5800000000004,"endTime":2447.1800000000003,"body":"next?"},{"speaker":"John Weaver","startTime":2447.9300000000003,"endTime":2449.9700000000003,"body":"Oh, let's talk"},{"speaker":"John Weaver","startTime":2447.9300000000003,"endTime":2449.9700000000003,"body":"about that Foreman energy"},{"speaker":"John Weaver","startTime":2449.9700000000003,"endTime":2453.2700000000004,"body":"battery and maybe try and reach"},{"speaker":"John Weaver","startTime":2449.9700000000003,"endTime":2453.2700000000004,"body":"out to I mean, this is the"},{"speaker":"John Weaver","startTime":2453.2700000000004,"endTime":2457.65,"body":"facility they're building in"},{"speaker":"John Weaver","startTime":2453.2700000000004,"endTime":2457.65,"body":"West Virginia. Right. This is an"},{"speaker":"John Weaver","startTime":2457.65,"endTime":2458.6400000000003,"body":"announcement of it."},{"speaker":"Tim Montague","startTime":2458.7300000000005,"endTime":2460.8300000000004,"body":"That's a damn good"},{"speaker":"Tim Montague","startTime":2458.7300000000005,"endTime":2460.8300000000004,"body":"question. I'm not sure."},{"speaker":"John Weaver","startTime":2461.3700000000003,"endTime":2464.01,"body":"He said they made a"},{"speaker":"John Weaver","startTime":2461.3700000000003,"endTime":2464.01,"body":"West Virginia announcement with"},{"speaker":"John Weaver","startTime":2464.01,"endTime":2470.3100000000004,"body":"for manufacturing facility. And,"},{"speaker":"John Weaver","startTime":2464.01,"endTime":2470.3100000000004,"body":"and I The weird thing about"},{"speaker":"John Weaver","startTime":2470.3100000000004,"endTime":2474.84,"body":"forms batteries is I believe"},{"speaker":"John Weaver","startTime":2470.3100000000004,"endTime":2474.84,"body":"they're either a one to 100 hour"},{"speaker":"John Weaver","startTime":2474.84,"endTime":2482.2500000000005,"body":"ratio or a one to 50 hour ratio."},{"speaker":"John Weaver","startTime":2474.84,"endTime":2482.2500000000005,"body":"And I'm interested in the charge"},{"speaker":"John Weaver","startTime":2482.2500000000005,"endTime":2487.17,"body":"rate and what market that is"},{"speaker":"John Weaver","startTime":2482.2500000000005,"endTime":2487.17,"body":"because you know, let's say you"},{"speaker":"John Weaver","startTime":2487.2000000000003,"endTime":2493.0200000000004,"body":"have just 150 hour battery. You"},{"speaker":"John Weaver","startTime":2487.2000000000003,"endTime":2493.0200000000004,"body":"need 49 hours to charge it, or"},{"speaker":"John Weaver","startTime":2493.0200000000004,"endTime":2496.05,"body":"you need 60 hours to charge it."},{"speaker":"John Weaver","startTime":2493.0200000000004,"endTime":2496.05,"body":"And then it's going to run for"},{"speaker":"John Weaver","startTime":2496.05,"endTime":2499.53,"body":"50 you need 65 hours, whatever"},{"speaker":"John Weaver","startTime":2496.05,"endTime":2499.53,"body":"it is because you can have a"},{"speaker":"John Weaver","startTime":2499.53,"endTime":2503.3100000000004,"body":"loss of sundry maybe just 5%"},{"speaker":"John Weaver","startTime":2499.53,"endTime":2503.3100000000004,"body":"Extra Right, that means the"},{"speaker":"John Weaver","startTime":2503.3100000000004,"endTime":2507.8700000000003,"body":"facility can't run for 50 hours."},{"speaker":"John Weaver","startTime":2503.3100000000004,"endTime":2507.8700000000003,"body":"Now, I'm sure you can parse it"},{"speaker":"John Weaver","startTime":2507.8700000000003,"endTime":2511.44,"body":"up, like say, you make a charge"},{"speaker":"John Weaver","startTime":2507.8700000000003,"endTime":2511.44,"body":"in the daytime, because there's"},{"speaker":"John Weaver","startTime":2511.44,"endTime":2514.0200000000004,"body":"excess solar to take the solar,"},{"speaker":"John Weaver","startTime":2511.44,"endTime":2514.0200000000004,"body":"you let it fill up. And then at"},{"speaker":"John Weaver","startTime":2514.0200000000004,"endTime":2517.8900000000003,"body":"night, once the solar goes down,"},{"speaker":"John Weaver","startTime":2514.0200000000004,"endTime":2517.8900000000003,"body":"bam, maybe there's another"},{"speaker":"John Weaver","startTime":2517.8900000000003,"endTime":2520.0800000000004,"body":"layer. And this is what I'm"},{"speaker":"John Weaver","startTime":2517.8900000000003,"endTime":2520.0800000000004,"body":"really interested in."},{"speaker":"Unknown","startTime":2520.6800000000003,"endTime":2521.82,"body":"Let's say you had"},{"speaker":"John Weaver","startTime":2523.11,"endTime":2527.1000000000004,"body":"10 of these"},{"speaker":"John Weaver","startTime":2523.11,"endTime":2527.1000000000004,"body":"dispersed around the region. And"},{"speaker":"John Weaver","startTime":2527.2500000000005,"endTime":2532.17,"body":"you did your code, you built"},{"speaker":"John Weaver","startTime":2527.2500000000005,"endTime":2532.17,"body":"your algorithm, so that this one"},{"speaker":"John Weaver","startTime":2532.17,"endTime":2536.01,"body":"is running. This one is"},{"speaker":"John Weaver","startTime":2532.17,"endTime":2536.01,"body":"charging. This one is running,"},{"speaker":"John Weaver","startTime":2536.0400000000004,"endTime":2538.65,"body":"this one is charging, but not"},{"speaker":"John Weaver","startTime":2536.0400000000004,"endTime":2538.65,"body":"every other. It's much more"},{"speaker":"John Weaver","startTime":2538.65,"endTime":2542.4900000000002,"body":"nuanced, where you look at the"},{"speaker":"John Weaver","startTime":2538.65,"endTime":2542.4900000000002,"body":"hourly charge, and discharge"},{"speaker":"John Weaver","startTime":2542.4900000000002,"endTime":2547.7400000000002,"body":"rates have a fleet of units that"},{"speaker":"John Weaver","startTime":2542.4900000000002,"endTime":2547.7400000000002,"body":"each have a one megawatt output."},{"speaker":"John Weaver","startTime":2549.09,"endTime":2552.21,"body":"Somewhere within there, I'm"},{"speaker":"John Weaver","startTime":2549.09,"endTime":2552.21,"body":"wondering if there's an equation"},{"speaker":"John Weaver","startTime":2552.21,"endTime":2558.8700000000003,"body":"for distributed long duration"},{"speaker":"John Weaver","startTime":2552.21,"endTime":2558.8700000000003,"body":"amongst a power grid region. And"},{"speaker":"John Weaver","startTime":2559.2900000000004,"endTime":2562.8900000000003,"body":"I'm just very interested in it,"},{"speaker":"John Weaver","startTime":2559.2900000000004,"endTime":2562.8900000000003,"body":"I would love to learn the"},{"speaker":"John Weaver","startTime":2562.8900000000003,"endTime":2566.9700000000003,"body":"financial modeling, the charge"},{"speaker":"John Weaver","startTime":2562.8900000000003,"endTime":2566.9700000000003,"body":"discharge modeling that's being"},{"speaker":"John Weaver","startTime":2566.9700000000003,"endTime":2570.63,"body":"considered for this. So if you"},{"speaker":"John Weaver","startTime":2566.9700000000003,"endTime":2570.63,"body":"get any of that, it'd be really"},{"speaker":"John Weaver","startTime":2570.63,"endTime":2571.2900000000004,"body":"sweet to learn."},{"speaker":"Tim Montague","startTime":2571.829,"endTime":2575.099,"body":"So this story is"},{"speaker":"Tim Montague","startTime":2571.829,"endTime":2575.099,"body":"in auto evolution came out on"},{"speaker":"Tim Montague","startTime":2575.1290000000004,"endTime":2578.4590000000003,"body":"January 16. And I've learned"},{"speaker":"Tim Montague","startTime":2575.1290000000004,"endTime":2578.4590000000003,"body":"about it because Mark Jacobson"},{"speaker":"Tim Montague","startTime":2578.489,"endTime":2583.1690000000003,"body":"at Stanford, who's famous for"},{"speaker":"Tim Montague","startTime":2578.489,"endTime":2583.1690000000003,"body":"you know, promoting this, now"},{"speaker":"Tim Montague","startTime":2583.1690000000003,"endTime":2587.8190000000004,"body":"well established. fact that we"},{"speaker":"Tim Montague","startTime":2583.1690000000003,"endTime":2587.8190000000004,"body":"were talking about that we can"},{"speaker":"Tim Montague","startTime":2587.8190000000004,"endTime":2591.6890000000003,"body":"totally clean the grid with"},{"speaker":"Tim Montague","startTime":2587.8190000000004,"endTime":2591.6890000000003,"body":"100%, wind, solar and batteries."},{"speaker":"Tim Montague","startTime":2592.3190000000004,"endTime":2596.579,"body":"And the cool thing about this,"},{"speaker":"Tim Montague","startTime":2592.3190000000004,"endTime":2596.579,"body":"though, is that it's potentially"},{"speaker":"Tim Montague","startTime":2596.579,"endTime":2599.8190000000004,"body":"10 times cheaper than lithium"},{"speaker":"Tim Montague","startTime":2596.579,"endTime":2599.8190000000004,"body":"ion. I mean, we're going full"},{"speaker":"Tim Montague","startTime":2599.8190000000004,"endTime":2602.909,"body":"guns with stationary storage and"},{"speaker":"Tim Montague","startTime":2599.8190000000004,"endTime":2602.909,"body":"electrification of"},{"speaker":"Tim Montague","startTime":2602.909,"endTime":2608.579,"body":"transportation with lithium ion"},{"speaker":"Tim Montague","startTime":2602.909,"endTime":2608.579,"body":"today. I have a show coming up"},{"speaker":"Tim Montague","startTime":2610.0190000000002,"endTime":2614.2790000000005,"body":"with fryer, which is a"},{"speaker":"Tim Montague","startTime":2610.0190000000002,"endTime":2614.2790000000005,"body":"Norwegian, lithium ion battery"},{"speaker":"Tim Montague","startTime":2614.2790000000005,"endTime":2617.4590000000003,"body":"cell maker, they're building a"},{"speaker":"Tim Montague","startTime":2614.2790000000005,"endTime":2617.4590000000003,"body":"factory in Georgia, just like he"},{"speaker":"Tim Montague","startTime":2617.4590000000003,"endTime":2624.2990000000004,"body":"sells. And and they're targeting"},{"speaker":"Tim Montague","startTime":2617.4590000000003,"endTime":2624.2990000000004,"body":"storage and transportation"},{"speaker":"Tim Montague","startTime":2624.2990000000004,"endTime":2627.5690000000004,"body":"markets in the US. They also"},{"speaker":"Tim Montague","startTime":2624.2990000000004,"endTime":2627.5690000000004,"body":"have a factory in Norway, that"},{"speaker":"Tim Montague","startTime":2627.5690000000004,"endTime":2631.6490000000003,"body":"will feed the Northern European"},{"speaker":"Tim Montague","startTime":2627.5690000000004,"endTime":2631.6490000000003,"body":"market. But if you can get"},{"speaker":"Tim Montague","startTime":2631.6490000000003,"endTime":2636.3590000000004,"body":"batteries to be 10 times"},{"speaker":"Tim Montague","startTime":2631.6490000000003,"endTime":2636.3590000000004,"body":"cheaper. That's a game changer."},{"speaker":"Tim Montague","startTime":2636.389,"endTime":2642.7790000000005,"body":"Right. And I mean, I don't know,"},{"speaker":"Tim Montague","startTime":2636.389,"endTime":2642.7790000000005,"body":"this factory is coming online in"},{"speaker":"Tim Montague","startTime":2642.7790000000005,"endTime":2646.0490000000004,"body":"2024. It is in West Virginia."},{"speaker":"Tim Montague","startTime":2642.7790000000005,"endTime":2646.0490000000004,"body":"You were right about that. Or"},{"speaker":"Tim Montague","startTime":2646.0490000000004,"endTime":2652.829,"body":"maybe you said Virginia, West"},{"speaker":"Tim Montague","startTime":2646.0490000000004,"endTime":2652.829,"body":"Virginia coal country, John and"},{"speaker":"Tim Montague","startTime":2653.7590000000005,"endTime":2659.369,"body":"Joe Manchin. That's right. This"},{"speaker":"Tim Montague","startTime":2653.7590000000005,"endTime":2659.369,"body":"is Joe mansions backyard. But as"},{"speaker":"Tim Montague","startTime":2659.369,"endTime":2663.809,"body":"you see in the in the mock up"},{"speaker":"Tim Montague","startTime":2659.369,"endTime":2663.809,"body":"here, big battery plant. I mean,"},{"speaker":"Tim Montague","startTime":2663.809,"endTime":2669.809,"body":"this is a battery farm. And then"},{"speaker":"Tim Montague","startTime":2663.809,"endTime":2669.809,"body":"a solar farm and a wind farm and"},{"speaker":"Tim Montague","startTime":2669.809,"endTime":2674.3390000000004,"body":"a substation. And that's the"},{"speaker":"Tim Montague","startTime":2669.809,"endTime":2674.3390000000004,"body":"that's the combo, right. But you"},{"speaker":"Tim Montague","startTime":2674.3390000000004,"endTime":2678.239,"body":"got to have a lot of storage,"},{"speaker":"Tim Montague","startTime":2674.3390000000004,"endTime":2678.239,"body":"because it discharges faster"},{"speaker":"Tim Montague","startTime":2678.239,"endTime":2684.929,"body":"than it charges. And so you have"},{"speaker":"Tim Montague","startTime":2678.239,"endTime":2684.929,"body":"to have extra storage. And you"},{"speaker":"Tim Montague","startTime":2684.929,"endTime":2687.6290000000004,"body":"have to have extra wind and"},{"speaker":"Tim Montague","startTime":2684.929,"endTime":2687.6290000000004,"body":"solar, right? Because those are"},{"speaker":"Tim Montague","startTime":2687.6290000000004,"endTime":2693.0290000000005,"body":"intermittent. And and it's good"},{"speaker":"Tim Montague","startTime":2687.6290000000004,"endTime":2693.0290000000005,"body":"to have some fossil backup for"},{"speaker":"Tim Montague","startTime":2693.0290000000005,"endTime":2694.739,"body":"the grid. I'm not saying we"},{"speaker":"Tim Montague","startTime":2693.0290000000005,"endTime":2694.739,"body":"don't want to have fossil"},{"speaker":"Tim Montague","startTime":2694.739,"endTime":2699.809,"body":"backup, but let's have it as a"},{"speaker":"Tim Montague","startTime":2694.739,"endTime":2699.809,"body":"backup, not as the main source."},{"speaker":"Tim Montague","startTime":2701.849,"endTime":2707.429,"body":"So they're targeting $20 per kWh"},{"speaker":"Tim Montague","startTime":2701.849,"endTime":2707.429,"body":"compared to 200 per kWh in the"},{"speaker":"Tim Montague","startTime":2707.429,"endTime":2713.1890000000003,"body":"case of lithium ion and that is"},{"speaker":"Tim Montague","startTime":2707.429,"endTime":2713.1890000000003,"body":"that $200 is kind of a standard,"},{"speaker":"Tim Montague","startTime":2713.1890000000003,"endTime":2715.4990000000003,"body":"right for Kate for lithium now."},{"speaker":"Unknown","startTime":2716.13,"endTime":2719.01,"body":"And probably a little"},{"speaker":"Unknown","startTime":2716.13,"endTime":2719.01,"body":"cheap. You know, it's probably"},{"speaker":"Unknown","startTime":2719.01,"endTime":2720.0000000000005,"body":"more like 250"},{"speaker":"John Weaver","startTime":2720.63,"endTime":2723.0000000000005,"body":"Yeah, I mean, if"},{"speaker":"John Weaver","startTime":2720.63,"endTime":2723.0000000000005,"body":"they're talking to 20 bucks per"},{"speaker":"John Weaver","startTime":2723.0000000000005,"endTime":2729.21,"body":"kWh deployed full turn key, you"},{"speaker":"John Weaver","startTime":2723.0000000000005,"endTime":2729.21,"body":"know, I probably 250 300 Maybe"},{"speaker":"John Weaver","startTime":2729.21,"endTime":2732.51,"body":"even 400 for deploying the"},{"speaker":"John Weaver","startTime":2729.21,"endTime":2732.51,"body":"larger stuff. I've never"},{"speaker":"John Weaver","startTime":2732.51,"endTime":2736.2000000000003,"body":"deployed a big one, but 200"},{"speaker":"John Weaver","startTime":2732.51,"endTime":2736.2000000000003,"body":"might be a low number right now,"},{"speaker":"John Weaver","startTime":2736.2300000000005,"endTime":2739.2000000000003,"body":"when we do the full package, the"},{"speaker":"John Weaver","startTime":2736.2300000000005,"endTime":2739.2000000000003,"body":"full control system, the full"},{"speaker":"John Weaver","startTime":2739.2000000000003,"endTime":2743.4900000000002,"body":"management, but yeah, you know,"},{"speaker":"John Weaver","startTime":2739.2000000000003,"endTime":2743.4900000000002,"body":"10x is a good difference. It's a"},{"speaker":"John Weaver","startTime":2743.4900000000002,"endTime":2744.09,"body":"good number."},{"speaker":"Tim Montague","startTime":2744.3300000000004,"endTime":2746.34,"body":"Yeah. And these"},{"speaker":"Tim Montague","startTime":2744.3300000000004,"endTime":2746.34,"body":"batteries are only good for"},{"speaker":"Tim Montague","startTime":2746.34,"endTime":2749.13,"body":"stationary storage right there."},{"speaker":"Tim Montague","startTime":2746.34,"endTime":2749.13,"body":"This article points that out"},{"speaker":"Tim Montague","startTime":2749.13,"endTime":2753.3,"body":"that on a on a energy density"},{"speaker":"Tim Montague","startTime":2749.13,"endTime":2753.3,"body":"perspective, from an energy"},{"speaker":"Tim Montague","startTime":2753.3,"endTime":2756.3900000000003,"body":"density perspective, they won't"},{"speaker":"Tim Montague","startTime":2753.3,"endTime":2756.3900000000003,"body":"they won't make the cut for EVs,"},{"speaker":"Tim Montague","startTime":2756.3900000000003,"endTime":2760.44,"body":"and that's fine. I mean, right"},{"speaker":"Tim Montague","startTime":2756.3900000000003,"endTime":2760.44,"body":"now EVs are sopping up the vast"},{"speaker":"Tim Montague","startTime":2760.44,"endTime":2766.8900000000003,"body":"majority of the battery market,"},{"speaker":"Tim Montague","startTime":2760.44,"endTime":2766.8900000000003,"body":"we need other technologies for"},{"speaker":"Tim Montague","startTime":2766.8900000000003,"endTime":2771.63,"body":"stationary, and iron is super"},{"speaker":"Tim Montague","startTime":2766.8900000000003,"endTime":2771.63,"body":"abundant. It's just not nearly"},{"speaker":"Tim Montague","startTime":2771.63,"endTime":2776.0400000000004,"body":"as light as, as some of the"},{"speaker":"Tim Montague","startTime":2771.63,"endTime":2776.0400000000004,"body":"other metals. So I'm curious"},{"speaker":"Tim Montague","startTime":2776.0400000000004,"endTime":2779.88,"body":"Yeah, how this works and look"},{"speaker":"Tim Montague","startTime":2776.0400000000004,"endTime":2779.88,"body":"forward to bringing form energy"},{"speaker":"Tim Montague","startTime":2779.88,"endTime":2783.84,"body":"on the show. If you know someone"},{"speaker":"Tim Montague","startTime":2779.88,"endTime":2783.84,"body":"you know, in the C suite at"},{"speaker":"Tim Montague","startTime":2783.84,"endTime":2788.5200000000004,"body":"forum, reach out to us and make"},{"speaker":"Tim Montague","startTime":2783.84,"endTime":2788.5200000000004,"body":"the Connect for us. Anything"},{"speaker":"Tim Montague","startTime":2788.5200000000004,"endTime":2789.8100000000004,"body":"else you want to say about this?"},{"speaker":"John Weaver","startTime":2790.26,"endTime":2792.8700000000003,"body":"I know Scott"},{"speaker":"John Weaver","startTime":2790.26,"endTime":2792.8700000000003,"body":"burger. And well I don't know. I"},{"speaker":"John Weaver","startTime":2792.8700000000003,"endTime":2795.69,"body":"follow him on Twitter. And he's"},{"speaker":"John Weaver","startTime":2792.8700000000003,"endTime":2795.69,"body":"from Boston. And he's one of"},{"speaker":"John Weaver","startTime":2795.69,"endTime":2799.6800000000003,"body":"their he's apparently according"},{"speaker":"John Weaver","startTime":2795.69,"endTime":2799.6800000000003,"body":"to his Twitter profile. He's a"},{"speaker":"John Weaver","startTime":2799.6800000000003,"endTime":2803.4900000000002,"body":"senior manager in analytics. So"},{"speaker":"John Weaver","startTime":2799.6800000000003,"endTime":2803.4900000000002,"body":"I want to see if I can get him a"},{"speaker":"John Weaver","startTime":2803.4900000000002,"endTime":2804.36,"body":"message somewhere."},{"speaker":"Tim Montague","startTime":2806.2500000000005,"endTime":2808.05,"body":"Now it looks like"},{"speaker":"Tim Montague","startTime":2806.2500000000005,"endTime":2808.05,"body":"West Virginia is playing ball"},{"speaker":"Tim Montague","startTime":2808.05,"endTime":2812.1600000000003,"body":"here. They, they incentivize"},{"speaker":"Tim Montague","startTime":2808.05,"endTime":2812.1600000000003,"body":"this project to the tune of $290"},{"speaker":"Tim Montague","startTime":2812.1600000000003,"endTime":2820.6800000000003,"body":"million. It's a 55 acre site"},{"speaker":"Tim Montague","startTime":2812.1600000000003,"endTime":2820.6800000000003,"body":"$760 million project, creating"},{"speaker":"Tim Montague","startTime":2820.71,"endTime":2826.05,"body":"750 jobs. When it's fully"},{"speaker":"Tim Montague","startTime":2820.71,"endTime":2826.05,"body":"operational, that's nothing to"},{"speaker":"Tim Montague","startTime":2826.05,"endTime":2831.84,"body":"scoff at. So clean energy jobs"},{"speaker":"Tim Montague","startTime":2826.05,"endTime":2831.84,"body":"in West Virginia, it's good"},{"speaker":"Tim Montague","startTime":2831.84,"endTime":2832.32,"body":"story."},{"speaker":"John Weaver","startTime":2836.5200000000004,"endTime":2840.09,"body":"We'd like we'd like"},{"speaker":"John Weaver","startTime":2836.5200000000004,"endTime":2840.09,"body":"to ration storage might become"},{"speaker":"John Weaver","startTime":2840.09,"endTime":2841.0200000000004,"body":"something really big."},{"speaker":"Tim Montague","startTime":2843.4800000000005,"endTime":2846.6600000000003,"body":"Yeah, it's curious"},{"speaker":"Tim Montague","startTime":2843.4800000000005,"endTime":2846.6600000000003,"body":"that this, this iron battery"},{"speaker":"Tim Montague","startTime":2846.84,"endTime":2849.8100000000004,"body":"technology apparently is quite"},{"speaker":"Tim Montague","startTime":2846.84,"endTime":2849.8100000000004,"body":"old as well. It's just"},{"speaker":"Unknown","startTime":2850.8900000000003,"endTime":2855.2700000000004,"body":"been modernized."},{"speaker":"John Weaver","startTime":2856.44,"endTime":2859.71,"body":"I read somewhere"},{"speaker":"John Weaver","startTime":2856.44,"endTime":2859.71,"body":"that flow batteries were first"},{"speaker":"John Weaver","startTime":2859.71,"endTime":2864.9,"body":"invented in the 80s or 90s."},{"speaker":"John Weaver","startTime":2859.71,"endTime":2864.9,"body":"Pacific Northwest, the people"},{"speaker":"John Weaver","startTime":2864.9,"endTime":2870.96,"body":"that ended up being ESS so"},{"speaker":"John Weaver","startTime":2864.9,"endTime":2870.96,"body":"seeing that iron air batteries,"},{"speaker":"John Weaver","startTime":2870.9900000000002,"endTime":2875.46,"body":"which is the flow battery,"},{"speaker":"John Weaver","startTime":2870.9900000000002,"endTime":2875.46,"body":"actually have late 1800s DNA"},{"speaker":"John Weaver","startTime":2875.76,"endTime":2878.1000000000004,"body":"makes me want to research a"},{"speaker":"John Weaver","startTime":2875.76,"endTime":2878.1000000000004,"body":"little more and just kind of"},{"speaker":"Unknown","startTime":2879.3,"endTime":2880.26,"body":"know what's going on"},{"speaker":"Unknown","startTime":2879.3,"endTime":2880.26,"body":"there."},{"speaker":"Tim Montague","startTime":2882.15,"endTime":2887.4,"body":"So the French"},{"speaker":"Tim Montague","startTime":2882.15,"endTime":2887.4,"body":"energy giant toe tall, has"},{"speaker":"Tim Montague","startTime":2887.4300000000003,"endTime":2891.1200000000003,"body":"dipped their toe in the ankle"},{"speaker":"Tim Montague","startTime":2887.4300000000003,"endTime":2891.1200000000003,"body":"takes waters and there's a story"},{"speaker":"Tim Montague","startTime":2891.1200000000003,"endTime":2895.5600000000004,"body":"here in PV magazine by Grinnell"},{"speaker":"Tim Montague","startTime":2891.1200000000003,"endTime":2895.5600000000004,"body":"they boo, I'm not sure if I'm"},{"speaker":"Tim Montague","startTime":2895.5600000000004,"endTime":2898.65,"body":"saying that name, right. I don't"},{"speaker":"Tim Montague","startTime":2895.5600000000004,"endTime":2898.65,"body":"know if it's a he or she that's"},{"speaker":"Tim Montague","startTime":2898.65,"endTime":2903.09,"body":"quite a name, but they studied"},{"speaker":"Tim Montague","startTime":2898.65,"endTime":2903.09,"body":"the impact of solar panels on"},{"speaker":"Tim Montague","startTime":2903.09,"endTime":2906.8100000000004,"body":"crops in order to develop a"},{"speaker":"Tim Montague","startTime":2903.09,"endTime":2906.8100000000004,"body":"repository of agronomic"},{"speaker":"Tim Montague","startTime":2906.84,"endTime":2909.4500000000003,"body":"benefits. Right. You and I have"},{"speaker":"Tim Montague","startTime":2906.84,"endTime":2909.4500000000003,"body":"talked a lot about dual use"},{"speaker":"Tim Montague","startTime":2909.4500000000003,"endTime":2913.86,"body":"solar. You see our favorite"},{"speaker":"Tim Montague","startTime":2909.4500000000003,"endTime":2913.86,"body":"vertical racking right here. I"},{"speaker":"Tim Montague","startTime":2913.86,"endTime":2916.2000000000003,"body":"can't remember the name of that"},{"speaker":"Tim Montague","startTime":2913.86,"endTime":2916.2000000000003,"body":"company. It's a German company,"},{"speaker":"Tim Montague","startTime":2916.2000000000003,"endTime":2921.7500000000005,"body":"I believe right. Next to son."},{"speaker":"Tim Montague","startTime":2916.2000000000003,"endTime":2921.7500000000005,"body":"Have you got an extra son"},{"speaker":"Tim Montague","startTime":2921.7500000000005,"endTime":2922.8900000000003,"body":"project going yet? John?"},{"speaker":"John Weaver","startTime":2923.34,"endTime":2927.3900000000003,"body":"No try tried. Might"},{"speaker":"John Weaver","startTime":2923.34,"endTime":2927.3900000000003,"body":"we might we might actually be"},{"speaker":"John Weaver","startTime":2927.3900000000003,"endTime":2931.59,"body":"building a small test facility"},{"speaker":"John Weaver","startTime":2927.3900000000003,"endTime":2931.59,"body":"have about 30 Kw right now. But"},{"speaker":"John Weaver","startTime":2932.01,"endTime":2933.7500000000005,"body":"now big one yet. That's an"},{"speaker":"John Weaver","startTime":2932.01,"endTime":2933.7500000000005,"body":"official."},{"speaker":"Tim Montague","startTime":2934.05,"endTime":2936.1800000000003,"body":"Yeah. And they"},{"speaker":"Tim Montague","startTime":2934.05,"endTime":2936.1800000000003,"body":"unveiled the results of the"},{"speaker":"Tim Montague","startTime":2936.1800000000003,"endTime":2938.88,"body":"first harvest from three"},{"speaker":"Tim Montague","startTime":2936.1800000000003,"endTime":2938.88,"body":"agricole take demonstration"},{"speaker":"Tim Montague","startTime":2938.88,"endTime":2939.84,"body":"projects."},{"speaker":"Unknown","startTime":2940.619,"endTime":2941.6690000000003,"body":"In France."},{"speaker":"Tim Montague","startTime":2945.1800000000003,"endTime":2949.1400000000003,"body":"They again, they"},{"speaker":"Tim Montague","startTime":2945.1800000000003,"endTime":2949.1400000000003,"body":"were using vertical bi PV,"},{"speaker":"Tim Montague","startTime":2949.2300000000005,"endTime":2955.53,"body":"sorry, bifacial, photovoltaics."},{"speaker":"Tim Montague","startTime":2949.2300000000005,"endTime":2955.53,"body":"So these are small scale"},{"speaker":"Tim Montague","startTime":2955.53,"endTime":2957.96,"body":"projects, you know, a couple 100"},{"speaker":"Tim Montague","startTime":2955.53,"endTime":2957.96,"body":"kW."},{"speaker":"Unknown","startTime":2961.1400000000003,"endTime":2964.38,"body":"I liked what they say"},{"speaker":"Unknown","startTime":2961.1400000000003,"endTime":2964.38,"body":"in the second half, they saw an"},{"speaker":"Unknown","startTime":2964.38,"endTime":2972.15,"body":"increase in the yield for wheat,"},{"speaker":"Unknown","startTime":2964.38,"endTime":2972.15,"body":"an increase in the yield for 2%."},{"speaker":"John Weaver","startTime":2974.13,"endTime":2976.4700000000003,"body":"And they say part"},{"speaker":"John Weaver","startTime":2974.13,"endTime":2976.4700000000003,"body":"of the reason one explanation is"},{"speaker":"John Weaver","startTime":2976.4700000000003,"endTime":2981.6000000000004,"body":"protection against high winds."},{"speaker":"John Weaver","startTime":2976.4700000000003,"endTime":2981.6000000000004,"body":"High winds, also SAP water"},{"speaker":"John Weaver","startTime":2981.8100000000004,"endTime":2986.9100000000003,"body":"directly from the site. And"},{"speaker":"John Weaver","startTime":2981.8100000000004,"endTime":2986.9100000000003,"body":"having a better hold on to your"},{"speaker":"John Weaver","startTime":2986.9100000000003,"endTime":2990.6600000000003,"body":"water leads to a better growing"},{"speaker":"John Weaver","startTime":2986.9100000000003,"endTime":2990.6600000000003,"body":"season. And there's other"},{"speaker":"John Weaver","startTime":2990.6600000000003,"endTime":2993.3300000000004,"body":"research out there that shows"},{"speaker":"John Weaver","startTime":2990.6600000000003,"endTime":2993.3300000000004,"body":"that solar panels create micro"},{"speaker":"John Weaver","startTime":2993.3300000000004,"endTime":2997.8900000000003,"body":"climates and absolutely increase"},{"speaker":"John Weaver","startTime":2993.3300000000004,"endTime":2997.8900000000003,"body":"the water retention rates of"},{"speaker":"John Weaver","startTime":2997.8900000000003,"endTime":3002.3,"body":"soil. So not surprised, totally"},{"speaker":"John Weaver","startTime":2997.8900000000003,"endTime":3002.3,"body":"want to do some vertical things."},{"speaker":"John Weaver","startTime":3002.3,"endTime":3006.92,"body":"This is a great agro voltaic"},{"speaker":"John Weaver","startTime":3002.3,"endTime":3006.92,"body":"technique. And when people start"},{"speaker":"John Weaver","startTime":3006.92,"endTime":3009.0800000000004,"body":"to see that this can happen,"},{"speaker":"John Weaver","startTime":3006.92,"endTime":3009.0800000000004,"body":"they're going to be like cool,"},{"speaker":"John Weaver","startTime":3009.4700000000003,"endTime":3013.19,"body":"more open to let my land be used"},{"speaker":"John Weaver","startTime":3009.4700000000003,"endTime":3013.19,"body":"because I can still use my land,"},{"speaker":"John Weaver","startTime":3013.19,"endTime":3016.3700000000003,"body":"I can still farm on my lands."},{"speaker":"John Weaver","startTime":3013.19,"endTime":3016.3700000000003,"body":"And that's, that's pretty"},{"speaker":"John Weaver","startTime":3016.3700000000003,"endTime":3016.88,"body":"valuable."},{"speaker":"Tim Montague","startTime":3017.9,"endTime":3020.7500000000005,"body":"And it made me"},{"speaker":"Tim Montague","startTime":3017.9,"endTime":3020.7500000000005,"body":"think that of this conference,"},{"speaker":"Tim Montague","startTime":3020.7500000000005,"endTime":3024.6200000000003,"body":"there's a conference coming up"},{"speaker":"Tim Montague","startTime":3020.7500000000005,"endTime":3024.6200000000003,"body":"in March in Chicago called the"},{"speaker":"Tim Montague","startTime":3024.6200000000003,"endTime":3027.5600000000004,"body":"solar farms Summit, North"},{"speaker":"Tim Montague","startTime":3024.6200000000003,"endTime":3027.5600000000004,"body":"America's agricultural takes"},{"speaker":"Tim Montague","startTime":3027.59,"endTime":3032.7200000000003,"body":"Expo. It's very affordable. It's"},{"speaker":"Tim Montague","startTime":3027.59,"endTime":3032.7200000000003,"body":"a couple $100 to two day"},{"speaker":"Tim Montague","startTime":3032.7500000000005,"endTime":3038.9900000000002,"body":"conference, and I'll find the"},{"speaker":"Tim Montague","startTime":3032.7500000000005,"endTime":3038.9900000000002,"body":"dates here but it's at the"},{"speaker":"Tim Montague","startTime":3038.9900000000002,"endTime":3041.9900000000002,"body":"Hilton I think at O'Hare so it's"},{"speaker":"Tim Montague","startTime":3038.9900000000002,"endTime":3041.9900000000002,"body":"right at O'Hare so you can just"},{"speaker":"Tim Montague","startTime":3041.9900000000002,"endTime":3047.7200000000003,"body":"fly in go to the conference fly"},{"speaker":"Tim Montague","startTime":3041.9900000000002,"endTime":3047.7200000000003,"body":"out very easy to get to. And"},{"speaker":"Tim Montague","startTime":3047.7200000000003,"endTime":3050.84,"body":"then Midwest Expo was also"},{"speaker":"Tim Montague","startTime":3047.7200000000003,"endTime":3050.84,"body":"coming to Chicago this year."},{"speaker":"Tim Montague","startTime":3050.84,"endTime":3053.57,"body":"That's a conference that's been"},{"speaker":"Tim Montague","startTime":3050.84,"endTime":3053.57,"body":"running in the Twin Cities of in"},{"speaker":"Tim Montague","startTime":3053.57,"endTime":3057.2900000000004,"body":"Minneapolis for the last eight"},{"speaker":"Tim Montague","startTime":3053.57,"endTime":3057.2900000000004,"body":"years. I think this is the ninth"},{"speaker":"Tim Montague","startTime":3057.2900000000004,"endTime":3061.5800000000004,"body":"or 10th Midwest solo Expo that's"},{"speaker":"Tim Montague","startTime":3057.2900000000004,"endTime":3061.5800000000004,"body":"going to be May 123. Also in"},{"speaker":"Tim Montague","startTime":3061.5800000000004,"endTime":3064.88,"body":"Chicago, but it's cool to see in"},{"speaker":"Tim Montague","startTime":3061.5800000000004,"endTime":3064.88,"body":"Agra will takes Conference"},{"speaker":"Tim Montague","startTime":3064.88,"endTime":3068.4500000000003,"body":"coming to the US. These These"},{"speaker":"Tim Montague","startTime":3064.88,"endTime":3068.4500000000003,"body":"have been happening a lot I"},{"speaker":"Tim Montague","startTime":3068.4500000000003,"endTime":3073.0400000000004,"body":"think other places, especially"},{"speaker":"Tim Montague","startTime":3068.4500000000003,"endTime":3073.0400000000004,"body":"Europe, but the US is getting in"},{"speaker":"Tim Montague","startTime":3073.0400000000004,"endTime":3080.0600000000004,"body":"the getting in the game. And"},{"speaker":"Tim Montague","startTime":3073.0400000000004,"endTime":3080.0600000000004,"body":"March 13 and 14th I believe. Oh,"},{"speaker":"Tim Montague","startTime":3080.0600000000004,"endTime":3083.8700000000003,"body":"march 13 to 15th. So it starts"},{"speaker":"Tim Montague","startTime":3080.0600000000004,"endTime":3083.8700000000003,"body":"the evening of the 13th and goes"},{"speaker":"Tim Montague","startTime":3083.8700000000003,"endTime":3086.4800000000005,"body":"through the 15th so check that"},{"speaker":"Tim Montague","startTime":3083.8700000000003,"endTime":3086.4800000000005,"body":"out."},{"speaker":"John Weaver","startTime":3086.6600000000003,"endTime":3090.9500000000003,"body":"Might might find my"},{"speaker":"John Weaver","startTime":3086.6600000000003,"endTime":3090.9500000000003,"body":"way to Chicago there Timothy."},{"speaker":"Tim Montague","startTime":3091.28,"endTime":3095.9900000000002,"body":"Yeah. We can have"},{"speaker":"Tim Montague","startTime":3091.28,"endTime":3095.9900000000002,"body":"a beer at O'Hare Hilton. I'll"},{"speaker":"Tim Montague","startTime":3095.9900000000002,"endTime":3101.7200000000003,"body":"put this in the show notes. What"},{"speaker":"Tim Montague","startTime":3095.9900000000002,"endTime":3101.7200000000003,"body":"what do you want to talk about?"},{"speaker":"Tim Montague","startTime":3101.7200000000003,"endTime":3104.1200000000003,"body":"We've got One or two more"},{"speaker":"Tim Montague","startTime":3101.7200000000003,"endTime":3104.1200000000003,"body":"stories we can cover."},{"speaker":"John Weaver","startTime":3104.69,"endTime":3107.2400000000002,"body":"Can I do the one"},{"speaker":"John Weaver","startTime":3104.69,"endTime":3107.2400000000002,"body":"that you're right at right now?"},{"speaker":"John Weaver","startTime":3107.2700000000004,"endTime":3111.5600000000004,"body":"Just as Roth chi Roth capital?"},{"speaker":"John Weaver","startTime":3107.2700000000004,"endTime":3111.5600000000004,"body":"Yeah. So, so Roth cap, there's"},{"speaker":"John Weaver","startTime":3111.5600000000004,"endTime":3115.76,"body":"no link. I know it was one of"},{"speaker":"John Weaver","startTime":3111.5600000000004,"endTime":3115.76,"body":"the emails they sent. Okay, just"},{"speaker":"John Weaver","startTime":3115.76,"endTime":3119.15,"body":"share the documents, everybody"},{"speaker":"John Weaver","startTime":3115.76,"endTime":3119.15,"body":"can seize the CD, amazing"},{"speaker":"John Weaver","startTime":3119.2700000000004,"endTime":3123.0200000000004,"body":"coordination of our work efforts"},{"speaker":"John Weaver","startTime":3119.2700000000004,"endTime":3123.0200000000004,"body":"and attack, you know, the"},{"speaker":"John Weaver","startTime":3123.0200000000004,"endTime":3127.4900000000002,"body":"sausage making of the Clean"},{"speaker":"John Weaver","startTime":3123.0200000000004,"endTime":3127.4900000000002,"body":"Power Hour. But no, I get an"},{"speaker":"John Weaver","startTime":3127.4900000000002,"endTime":3131.96,"body":"email every day or two from off"},{"speaker":"John Weaver","startTime":3127.4900000000002,"endTime":3131.96,"body":"capitol, or sometimes multiple"},{"speaker":"John Weaver","startTime":3131.96,"endTime":3134.2700000000004,"body":"emails in a day where they're"},{"speaker":"John Weaver","startTime":3131.96,"endTime":3134.2700000000004,"body":"covering various companies they"},{"speaker":"John Weaver","startTime":3134.2700000000004,"endTime":3137.03,"body":"invest in, and they have these"},{"speaker":"John Weaver","startTime":3134.2700000000004,"endTime":3137.03,"body":"investor conversations. They"},{"speaker":"John Weaver","startTime":3137.03,"endTime":3138.05,"body":"have good webinars."},{"speaker":"Unknown","startTime":3139.4,"endTime":3142.1000000000004,"body":"And two days in a row,"},{"speaker":"Unknown","startTime":3139.4,"endTime":3142.1000000000004,"body":"we"},{"speaker":"John Weaver","startTime":3142.1000000000004,"endTime":3146.09,"body":"got capital volumes"},{"speaker":"John Weaver","startTime":3142.1000000000004,"endTime":3146.09,"body":"or capacity volumes talked"},{"speaker":"John Weaver","startTime":3146.09,"endTime":3153.92,"body":"about, just solar, says that in"},{"speaker":"John Weaver","startTime":3146.09,"endTime":3153.92,"body":"2023, they see 400 gigawatts of"},{"speaker":"John Weaver","startTime":3153.92,"endTime":3162.17,"body":"demand. Tim, you know, first"},{"speaker":"John Weaver","startTime":3153.92,"endTime":3162.17,"body":"off, last year, we did 183. So"},{"speaker":"John Weaver","startTime":3162.17,"endTime":3167.69,"body":"we're more than doubling, not"},{"speaker":"John Weaver","startTime":3162.17,"endTime":3167.69,"body":"last year, sorry, 2021. So, year"},{"speaker":"John Weaver","startTime":3167.69,"endTime":3173.1800000000003,"body":"before we did 400. We did 183"},{"speaker":"John Weaver","startTime":3167.69,"endTime":3173.1800000000003,"body":"gigs. Last year, we think we did"},{"speaker":"John Weaver","startTime":3173.1800000000003,"endTime":3177.86,"body":"in the upper two hundreds. And"},{"speaker":"John Weaver","startTime":3173.1800000000003,"endTime":3177.86,"body":"now John is suggesting that they"},{"speaker":"John Weaver","startTime":3177.86,"endTime":3181.34,"body":"see demand for 400 gigs. You"},{"speaker":"John Weaver","startTime":3177.86,"endTime":3181.34,"body":"know, I wrote an article around"},{"speaker":"John Weaver","startTime":3181.34,"endTime":3184.1000000000004,"body":"Christmas time, saying All I"},{"speaker":"John Weaver","startTime":3181.34,"endTime":3184.1000000000004,"body":"Want For Christmas Is 400"},{"speaker":"John Weaver","startTime":3184.1000000000004,"endTime":3187.7300000000005,"body":"gigawatts of solar. And, you"},{"speaker":"John Weaver","startTime":3184.1000000000004,"endTime":3187.7300000000005,"body":"know, installed this year, and I"},{"speaker":"John Weaver","startTime":3187.7300000000005,"endTime":3190.2500000000005,"body":"thought I was massively"},{"speaker":"John Weaver","startTime":3187.7300000000005,"endTime":3190.2500000000005,"body":"exaggerating and thought, oh,"},{"speaker":"John Weaver","startTime":3190.2500000000005,"endTime":3194.3,"body":"there's no chance not happening."},{"speaker":"John Weaver","startTime":3190.2500000000005,"endTime":3194.3,"body":"Well, I'm not the only crazy"},{"speaker":"John Weaver","startTime":3194.3,"endTime":3197.3900000000003,"body":"one. There's other crazy people"},{"speaker":"John Weaver","startTime":3194.3,"endTime":3197.3900000000003,"body":"out there, Tim. And some of them"},{"speaker":"John Weaver","startTime":3197.3900000000003,"endTime":3200.78,"body":"work, adjust solar and think"},{"speaker":"John Weaver","startTime":3197.3900000000003,"endTime":3200.78,"body":"that 400 gigawatts of solar"},{"speaker":"John Weaver","startTime":3200.78,"endTime":3203.69,"body":"might get installed, which would"},{"speaker":"John Weaver","startTime":3200.78,"endTime":3203.69,"body":"mean we doubled our global"},{"speaker":"John Weaver","startTime":3203.69,"endTime":3208.61,"body":"deployed cap capacity in less"},{"speaker":"John Weaver","startTime":3203.69,"endTime":3208.61,"body":"than two years. We are without a"},{"speaker":"John Weaver","startTime":3208.61,"endTime":3214.67,"body":"doubt in a short exponential"},{"speaker":"John Weaver","startTime":3208.61,"endTime":3214.67,"body":"race. And how many years is last"},{"speaker":"John Weaver","startTime":3214.7000000000003,"endTime":3217.8500000000004,"body":"Oh, man. But anytime it happens,"},{"speaker":"John Weaver","startTime":3214.7000000000003,"endTime":3217.8500000000004,"body":"it's awesome for us because we"},{"speaker":"John Weaver","startTime":3217.8500000000004,"endTime":3221.03,"body":"come out the back end of it. And"},{"speaker":"John Weaver","startTime":3217.8500000000004,"endTime":3221.03,"body":"we're still at it. Now. So"},{"speaker":"John Weaver","startTime":3221.03,"endTime":3225.44,"body":"that's the first one jostle are"},{"speaker":"John Weaver","startTime":3221.03,"endTime":3225.44,"body":"400 gigs of actual deployable"},{"speaker":"John Weaver","startTime":3225.4700000000003,"endTime":3230.2400000000002,"body":"demand. So that's a beautiful"},{"speaker":"John Weaver","startTime":3225.4700000000003,"endTime":3230.2400000000002,"body":"number. The second number is a"},{"speaker":"John Weaver","startTime":3230.2400000000002,"endTime":3237.8300000000004,"body":"good one to 835 gigawatts of"},{"speaker":"John Weaver","startTime":3230.2400000000002,"endTime":3237.8300000000004,"body":"wafer capacity with a 70%"},{"speaker":"John Weaver","startTime":3237.8300000000004,"endTime":3242.09,"body":"utilization. That puts us"},{"speaker":"John Weaver","startTime":3237.8300000000004,"endTime":3242.09,"body":"somewhere in the middle 500"},{"speaker":"John Weaver","startTime":3242.36,"endTime":3248.0000000000005,"body":"gigawatts of space. When I spoke"},{"speaker":"John Weaver","startTime":3242.36,"endTime":3248.0000000000005,"body":"with Jenny Chase from Bloomberg,"},{"speaker":"John Weaver","startTime":3248.0600000000004,"endTime":3254.4800000000005,"body":"New Energy Finance recently. She"},{"speaker":"John Weaver","startTime":3248.0600000000004,"endTime":3254.4800000000005,"body":"said in 23, he sees a potential"},{"speaker":"John Weaver","startTime":3254.4800000000005,"endTime":3260.57,"body":"she sees a technical capacity of"},{"speaker":"John Weaver","startTime":3254.4800000000005,"endTime":3260.57,"body":"500 gigawatts of modules"},{"speaker":"John Weaver","startTime":3260.63,"endTime":3265.3100000000004,"body":"globally. Five, oh, Tim, I was"},{"speaker":"John Weaver","startTime":3260.63,"endTime":3265.3100000000004,"body":"just exasperated about 400"},{"speaker":"John Weaver","startTime":3265.3100000000004,"endTime":3269.4500000000003,"body":"gigawatts. I don't know what to"},{"speaker":"John Weaver","startTime":3265.3100000000004,"endTime":3269.4500000000003,"body":"say about five. I mean, it's"},{"speaker":"John Weaver","startTime":3269.4500000000003,"endTime":3272.6000000000004,"body":"just so I just saw these two"},{"speaker":"John Weaver","startTime":3269.4500000000003,"endTime":3272.6000000000004,"body":"items over the last few days."},{"speaker":"John Weaver","startTime":3272.6000000000004,"endTime":3275.0600000000004,"body":"And I'm just like, oh, my gosh,"},{"speaker":"John Weaver","startTime":3272.6000000000004,"endTime":3275.0600000000004,"body":"the numbers are just so big."},{"speaker":"John Weaver","startTime":3275.51,"endTime":3279.7700000000004,"body":"And, you know, I guess we just"},{"speaker":"John Weaver","startTime":3275.51,"endTime":3279.7700000000004,"body":"got a hold on, hold on for our"},{"speaker":"John Weaver","startTime":3279.7700000000004,"endTime":3284.4500000000003,"body":"careers. And, you know, ride the"},{"speaker":"John Weaver","startTime":3279.7700000000004,"endTime":3284.4500000000003,"body":"cap, right, right, this fucking"},{"speaker":"John Weaver","startTime":3284.4800000000005,"endTime":3289.3700000000003,"body":"creature, this, this wild horse,"},{"speaker":"John Weaver","startTime":3284.4800000000005,"endTime":3289.3700000000003,"body":"because it is running right now."},{"speaker":"John Weaver","startTime":3289.4300000000003,"endTime":3293.42,"body":"And it's, and it's jerking left"},{"speaker":"John Weaver","startTime":3289.4300000000003,"endTime":3293.42,"body":"and right. And it's it's doing"},{"speaker":"John Weaver","startTime":3293.42,"endTime":3295.46,"body":"some big stuff. And it's just a"},{"speaker":"John Weaver","startTime":3293.42,"endTime":3295.46,"body":"good"},{"speaker":"Tim Montague","startTime":3295.46,"endTime":3301.5200000000004,"body":"analogy, a running"},{"speaker":"Tim Montague","startTime":3295.46,"endTime":3301.5200000000004,"body":"horse. There are ups and downs"},{"speaker":"Tim Montague","startTime":3301.5200000000004,"endTime":3305.2400000000002,"body":"in the solar industry. Sometimes"},{"speaker":"Tim Montague","startTime":3301.5200000000004,"endTime":3305.2400000000002,"body":"it's unpredictable, will it?"},{"speaker":"Tim Montague","startTime":3305.2700000000004,"endTime":3309.53,"body":"Will it go up? Or will it go"},{"speaker":"Tim Montague","startTime":3305.2700000000004,"endTime":3309.53,"body":"down? But there's no doubt that"},{"speaker":"Tim Montague","startTime":3309.53,"endTime":3312.7400000000002,"body":"there's going to be an upward"},{"speaker":"Tim Montague","startTime":3309.53,"endTime":3312.7400000000002,"body":"trajectory. It's just a question"},{"speaker":"Tim Montague","startTime":3312.7400000000002,"endTime":3317.7500000000005,"body":"of how fast and but the good"},{"speaker":"Tim Montague","startTime":3312.7400000000002,"endTime":3317.7500000000005,"body":"news is that it's fast enough to"},{"speaker":"Tim Montague","startTime":3317.7500000000005,"endTime":3320.9900000000002,"body":"create millions and millions of"},{"speaker":"Tim Montague","startTime":3317.7500000000005,"endTime":3320.9900000000002,"body":"jobs and, and economic"},{"speaker":"Tim Montague","startTime":3320.9900000000002,"endTime":3323.9,"body":"opportunities. It is the"},{"speaker":"Tim Montague","startTime":3320.9900000000002,"endTime":3323.9,"body":"economic opportunity of our"},{"speaker":"Tim Montague","startTime":3323.9,"endTime":3328.0400000000004,"body":"lifetimes, certainly, something"},{"speaker":"Tim Montague","startTime":3323.9,"endTime":3328.0400000000004,"body":"like $100 trillion is going to"},{"speaker":"Tim Montague","startTime":3328.0400000000004,"endTime":3334.7900000000004,"body":"go into clean infrastructure in"},{"speaker":"Tim Montague","startTime":3328.0400000000004,"endTime":3334.7900000000004,"body":"the next 30 years. And that's a"},{"speaker":"Tim Montague","startTime":3334.7900000000004,"endTime":3339.5000000000005,"body":"lot of a lot of jobs, a lot of"},{"speaker":"Tim Montague","startTime":3334.7900000000004,"endTime":3339.5000000000005,"body":"opportunity. So you found a 40"},{"speaker":"Tim Montague","startTime":3339.5000000000005,"endTime":3344.09,"body":"year old solar panel in"},{"speaker":"Tim Montague","startTime":3339.5000000000005,"endTime":3344.09,"body":"Massachusetts. Yeah. I thought"},{"speaker":"Tim Montague","startTime":3344.09,"endTime":3348.65,"body":"it might be in Colorado, but in"},{"speaker":"Tim Montague","startTime":3344.09,"endTime":3348.65,"body":"Massachusetts, and and it"},{"speaker":"Tim Montague","startTime":3348.65,"endTime":3353.09,"body":"definitely, it definitely looks"},{"speaker":"Tim Montague","startTime":3348.65,"endTime":3353.09,"body":"different than modern solar"},{"speaker":"Tim Montague","startTime":3353.09,"endTime":3356.51,"body":"panels. I'll put this on screen."},{"speaker":"Tim Montague","startTime":3353.09,"endTime":3356.51,"body":"But so this is a good project of"},{"speaker":"Tim Montague","startTime":3356.51,"endTime":3361.67,"body":"the week, I guess we'll call"},{"speaker":"Tim Montague","startTime":3356.51,"endTime":3361.67,"body":"this and how did you find the"},{"speaker":"Tim Montague","startTime":3361.67,"endTime":3362.2400000000002,"body":"story?"},{"speaker":"John Weaver","startTime":3362.7200000000003,"endTime":3368.7500000000005,"body":"Read it. Right. So"},{"speaker":"John Weaver","startTime":3362.7200000000003,"endTime":3368.7500000000005,"body":"So what this is Beverly High"},{"speaker":"John Weaver","startTime":3368.7500000000005,"endTime":3373.4300000000003,"body":"School installed a solar"},{"speaker":"John Weaver","startTime":3368.7500000000005,"endTime":3373.4300000000003,"body":"facility back in 1981. can"},{"speaker":"John Weaver","startTime":3373.4300000000003,"endTime":3375.6200000000003,"body":"remember I was looking at the"},{"speaker":"John Weaver","startTime":3373.4300000000003,"endTime":3375.6200000000003,"body":"stats, there's even some cool"},{"speaker":"John Weaver","startTime":3375.6200000000003,"endTime":3379.13,"body":"videos and stuff where they were"},{"speaker":"John Weaver","startTime":3375.6200000000003,"endTime":3379.13,"body":"talking about it. And first of"},{"speaker":"John Weaver","startTime":3379.13,"endTime":3381.7700000000004,"body":"all, look at those cells. Oh my"},{"speaker":"John Weaver","startTime":3379.13,"endTime":3381.7700000000004,"body":"gosh, and look at the"},{"speaker":"John Weaver","startTime":3381.7700000000004,"endTime":3385.13,"body":"interconnection and it looks"},{"speaker":"John Weaver","startTime":3381.7700000000004,"endTime":3385.13,"body":"like so many. That's a single"},{"speaker":"John Weaver","startTime":3385.13,"endTime":3388.0400000000004,"body":"string of cells in there. So if"},{"speaker":"John Weaver","startTime":3385.13,"endTime":3388.0400000000004,"body":"you look at that, they're all"},{"speaker":"John Weaver","startTime":3388.0400000000004,"endTime":3394.4,"body":"just one line that goes up,"},{"speaker":"John Weaver","startTime":3388.0400000000004,"endTime":3394.4,"body":"down, up down. And apparently"},{"speaker":"John Weaver","startTime":3394.4,"endTime":3397.1000000000004,"body":"some of these panels are"},{"speaker":"John Weaver","startTime":3394.4,"endTime":3397.1000000000004,"body":"available. So I'm, I'm going to"},{"speaker":"John Weaver","startTime":3397.1000000000004,"endTime":3401.84,"body":"be calling this guy like he just"},{"speaker":"John Weaver","startTime":3397.1000000000004,"endTime":3401.84,"body":"messaged me on Twitter and says"},{"speaker":"John Weaver","startTime":3401.84,"endTime":3405.05,"body":"they have like three 1000 of"},{"speaker":"John Weaver","startTime":3401.84,"endTime":3405.05,"body":"these units floating around, I'm"},{"speaker":"John Weaver","startTime":3405.05,"endTime":3408.05,"body":"totally gonna go buy like three"},{"speaker":"John Weaver","startTime":3405.05,"endTime":3408.05,"body":"or four units, it helped them"},{"speaker":"John Weaver","startTime":3408.05,"endTime":3411.7400000000002,"body":"raise some money, because this"},{"speaker":"John Weaver","startTime":3408.05,"endTime":3411.7400000000002,"body":"is pretty cool. But the plant"},{"speaker":"John Weaver","startTime":3411.7400000000002,"endTime":3414.9500000000003,"body":"came down recently because the"},{"speaker":"John Weaver","startTime":3411.7400000000002,"endTime":3414.9500000000003,"body":"school turned it into a new"},{"speaker":"John Weaver","startTime":3414.9500000000003,"endTime":3421.8500000000004,"body":"solar project. And, and it's a"},{"speaker":"John Weaver","startTime":3414.9500000000003,"endTime":3421.8500000000004,"body":"nice new modern carport now, but"},{"speaker":"John Weaver","startTime":3421.9100000000003,"endTime":3426.17,"body":"the project lasted for 41 years"},{"speaker":"John Weaver","startTime":3421.9100000000003,"endTime":3426.17,"body":"and when n rail went out in the"},{"speaker":"John Weaver","startTime":3426.17,"endTime":3432.53,"body":"late 2000 10s, I believe was the"},{"speaker":"John Weaver","startTime":3426.17,"endTime":3432.53,"body":"210s. But Emeril found that they"},{"speaker":"John Weaver","startTime":3432.53,"endTime":3439.0400000000004,"body":"were above 80%. of input. And"},{"speaker":"John Weaver","startTime":3432.53,"endTime":3439.0400000000004,"body":"this might have been one of the"},{"speaker":"John Weaver","startTime":3439.0400000000004,"endTime":3444.1400000000003,"body":"last oldest solar projects"},{"speaker":"John Weaver","startTime":3439.0400000000004,"endTime":3444.1400000000003,"body":"globally connected to the power"},{"speaker":"John Weaver","startTime":3444.1400000000003,"endTime":3450.2300000000005,"body":"grid. And it's just like, it's"},{"speaker":"John Weaver","startTime":3444.1400000000003,"endTime":3450.2300000000005,"body":"pretty cool. So I don't know,"},{"speaker":"John Weaver","startTime":3450.2900000000004,"endTime":3453.6800000000003,"body":"it's it's, it's neat. I'm really"},{"speaker":"John Weaver","startTime":3450.2900000000004,"endTime":3453.6800000000003,"body":"interested we you're poking"},{"speaker":"John Weaver","startTime":3453.6800000000003,"endTime":3455.03,"body":"around my website there, Tim."},{"speaker":"Unknown","startTime":3455.3900000000003,"endTime":3456.3500000000004,"body":"I am here"},{"speaker":"Tim Montague","startTime":3457.07,"endTime":3459.4700000000003,"body":"I am we're gonna"},{"speaker":"Tim Montague","startTime":3457.07,"endTime":3459.4700000000003,"body":"wrap up the show John and"},{"speaker":"Unknown","startTime":3461.21,"endTime":3462.6200000000003,"body":"I like it. So I"},{"speaker":"Tim Montague","startTime":3463.55,"endTime":3466.19,"body":"always always like"},{"speaker":"Tim Montague","startTime":3463.55,"endTime":3466.19,"body":"to take care of my co host you"},{"speaker":"Tim Montague","startTime":3466.19,"endTime":3469.3700000000003,"body":"know, you are the commercial"},{"speaker":"Tim Montague","startTime":3466.19,"endTime":3469.3700000000003,"body":"solar guy you can find John at"},{"speaker":"Tim Montague","startTime":3469.3700000000003,"endTime":3476.21,"body":"commercial solar guy.com and on"},{"speaker":"Tim Montague","startTime":3469.3700000000003,"endTime":3476.21,"body":"Twitter and on some dinosaur"},{"speaker":"Tim Montague","startTime":3476.21,"endTime":3477.6800000000003,"body":"apparently also write"},{"speaker":"John Weaver","startTime":3478.2200000000003,"endTime":3482.3300000000004,"body":"dinosaurs Mastodon,"},{"speaker":"John Weaver","startTime":3478.2200000000003,"endTime":3482.3300000000004,"body":"so that's more of a an elephant."},{"speaker":"John Weaver","startTime":3482.6600000000003,"endTime":3483.0800000000004,"body":"Ancient"},{"speaker":"Tim Montague","startTime":3483.11,"endTime":3486.92,"body":"Mastodon is not a"},{"speaker":"Tim Montague","startTime":3483.11,"endTime":3486.92,"body":"dinosaur. That's true. Yes, it"},{"speaker":"Tim Montague","startTime":3486.92,"endTime":3491.9900000000002,"body":"is. It is a now extinct form of"},{"speaker":"Tim Montague","startTime":3486.92,"endTime":3491.9900000000002,"body":"elephant. Yes, thank you for the"},{"speaker":"Tim Montague","startTime":3491.9900000000002,"endTime":3495.26,"body":"correction. I should know Some"},{"speaker":"Tim Montague","startTime":3491.9900000000002,"endTime":3495.26,"body":"biologists by training John"},{"speaker":"John Weaver","startTime":3495.2900000000004,"endTime":3498.2900000000004,"body":"komak. So this is"},{"speaker":"John Weaver","startTime":3495.2900000000004,"endTime":3498.2900000000004,"body":"my website. This is our"},{"speaker":"John Weaver","startTime":3498.6800000000003,"endTime":3503.2700000000004,"body":"consulting page services page,"},{"speaker":"John Weaver","startTime":3498.6800000000003,"endTime":3503.2700000000004,"body":"which is really, really needs to"},{"speaker":"John Weaver","startTime":3503.2700000000004,"endTime":3505.28,"body":"be upgraded. We're in the"},{"speaker":"John Weaver","startTime":3503.2700000000004,"endTime":3505.28,"body":"process of upgrading our"},{"speaker":"John Weaver","startTime":3505.28,"endTime":3509.03,"body":"website, I get amazing traffic"},{"speaker":"John Weaver","startTime":3505.28,"endTime":3509.03,"body":"because I've been around for a"},{"speaker":"John Weaver","startTime":3509.03,"endTime":3512.8100000000004,"body":"while and commercial solar"},{"speaker":"John Weaver","startTime":3509.03,"endTime":3512.8100000000004,"body":"consulting as our key word. And"},{"speaker":"John Weaver","startTime":3512.8100000000004,"endTime":3514.3100000000004,"body":"so we do get great calls,"},{"speaker":"Tim Montague","startTime":3514.34,"endTime":3516.6200000000003,"body":"but looks like"},{"speaker":"Tim Montague","startTime":3514.34,"endTime":3516.6200000000003,"body":"somebody solarized a storage"},{"speaker":"Tim Montague","startTime":3516.6200000000003,"endTime":3519.2000000000003,"body":"facility which, which I think is"},{"speaker":"Tim Montague","startTime":3516.6200000000003,"endTime":3519.2000000000003,"body":"lovely."},{"speaker":"John Weaver","startTime":3519.619,"endTime":3521.2690000000002,"body":"So if you look at"},{"speaker":"John Weaver","startTime":3519.619,"endTime":3521.2690000000002,"body":"this beautiful image on the"},{"speaker":"John Weaver","startTime":3521.2690000000002,"endTime":3525.0490000000004,"body":"background here, it's the same"},{"speaker":"John Weaver","startTime":3521.2690000000002,"endTime":3525.0490000000004,"body":"shop. That's a technically"},{"speaker":"John Weaver","startTime":3525.0490000000004,"endTime":3528.2290000000003,"body":"that's two installations. That's"},{"speaker":"John Weaver","startTime":3525.0490000000004,"endTime":3528.2290000000003,"body":"Brewster, Massachusetts, there's"},{"speaker":"John Weaver","startTime":3528.2290000000003,"endTime":3531.2590000000005,"body":"a public roads splitting. And so"},{"speaker":"John Weaver","startTime":3528.2290000000003,"endTime":3531.2590000000005,"body":"we had to have two unique"},{"speaker":"John Weaver","startTime":3531.5890000000004,"endTime":3534.5890000000004,"body":"connections there. But it worked"},{"speaker":"John Weaver","startTime":3531.5890000000004,"endTime":3534.5890000000004,"body":"out for us with the way the"},{"speaker":"John Weaver","startTime":3534.5890000000004,"endTime":3538.9390000000003,"body":"incentives work. And this guy's"},{"speaker":"John Weaver","startTime":3534.5890000000004,"endTime":3538.9390000000003,"body":"doing great. I mean, it's I"},{"speaker":"John Weaver","startTime":3538.9390000000003,"endTime":3541.369,"body":"mean, his electricity usage,"},{"speaker":"John Weaver","startTime":3538.9390000000003,"endTime":3541.369,"body":"there was minimal. So this is"},{"speaker":"John Weaver","startTime":3541.369,"endTime":3547.039,"body":"100%. Resale back to the"},{"speaker":"John Weaver","startTime":3541.369,"endTime":3547.039,"body":"utility. And just good project"},{"speaker":"John Weaver","startTime":3547.039,"endTime":3551.4790000000003,"body":"has been up there. It's got"},{"speaker":"John Weaver","startTime":3547.039,"endTime":3551.4790000000003,"body":"select Tria for inverters. And"},{"speaker":"John Weaver","startTime":3552.3190000000004,"endTime":3556.369,"body":"Seamus, Seamus Woods is the"},{"speaker":"John Weaver","startTime":3552.3190000000004,"endTime":3556.369,"body":"owner of it. So this is secure"},{"speaker":"John Weaver","startTime":3556.369,"endTime":3561.139,"body":"storage in Brewster,"},{"speaker":"John Weaver","startTime":3556.369,"endTime":3561.139,"body":"Massachusetts. And this was"},{"speaker":"John Weaver","startTime":3561.1690000000003,"endTime":3566.329,"body":"commercial solar guys first prop"},{"speaker":"John Weaver","startTime":3561.1690000000003,"endTime":3566.329,"body":"big project as its own company."},{"speaker":"John Weaver","startTime":3566.6290000000004,"endTime":3570.289,"body":"So forever, Mr. Woods will have"},{"speaker":"John Weaver","startTime":3566.6290000000004,"endTime":3570.289,"body":"a place in my heart."},{"speaker":"Tim Montague","startTime":3572.2400000000002,"endTime":3575.3300000000004,"body":"Cool, yeah, I've"},{"speaker":"Tim Montague","startTime":3572.2400000000002,"endTime":3575.3300000000004,"body":"never run the numbers on or done"},{"speaker":"Tim Montague","startTime":3575.3300000000004,"endTime":3578.8700000000003,"body":"a design on a storage facility."},{"speaker":"Tim Montague","startTime":3575.3300000000004,"endTime":3578.8700000000003,"body":"I always wondered, could you"},{"speaker":"Tim Montague","startTime":3578.9,"endTime":3583.9700000000003,"body":"could you power the facility"},{"speaker":"Tim Montague","startTime":3578.9,"endTime":3583.9700000000003,"body":"with 100%, clean energy"},{"speaker":"John Weaver","startTime":3584.36,"endTime":3588.2000000000003,"body":"has 100 this these"},{"speaker":"John Weaver","startTime":3584.36,"endTime":3588.2000000000003,"body":"facilities is very minimal"},{"speaker":"John Weaver","startTime":3588.2000000000003,"endTime":3594.9800000000005,"body":"electricity usage, at most 4050,"},{"speaker":"John Weaver","startTime":3588.2000000000003,"endTime":3594.9800000000005,"body":"kW would have offset for use. So"},{"speaker":"John Weaver","startTime":3594.9800000000005,"endTime":3598.1600000000003,"body":"there's, I don't know if these"},{"speaker":"John Weaver","startTime":3594.9800000000005,"endTime":3598.1600000000003,"body":"are air conditioned units. So if"},{"speaker":"John Weaver","startTime":3598.1600000000003,"endTime":3600.9500000000003,"body":"you have an air conditioning"},{"speaker":"John Weaver","startTime":3598.1600000000003,"endTime":3600.9500000000003,"body":"unit, that's multi floors be a"},{"speaker":"John Weaver","startTime":3600.9500000000003,"endTime":3604.2200000000003,"body":"little more challenging, but"},{"speaker":"John Weaver","startTime":3600.9500000000003,"endTime":3604.2200000000003,"body":"this one, we he couldn't use a"},{"speaker":"John Weaver","startTime":3604.2200000000003,"endTime":3607.5200000000004,"body":"10th of the electricity. So we"},{"speaker":"John Weaver","startTime":3604.2200000000003,"endTime":3607.5200000000004,"body":"had to sell 100% to the utility"},{"speaker":"Tim Montague","startTime":3608.9300000000003,"endTime":3612.11,"body":"so it's it's it's"},{"speaker":"Tim Montague","startTime":3608.9300000000003,"endTime":3612.11,"body":"not a behind the meter project."},{"speaker":"John Weaver","startTime":3612.26,"endTime":3615.2900000000004,"body":"No, sir. This is"},{"speaker":"John Weaver","startTime":3612.26,"endTime":3615.2900000000004,"body":"standalone. In Massachusetts,"},{"speaker":"John Weaver","startTime":3615.2900000000004,"endTime":3616.2500000000005,"body":"the weird thing about you"},{"speaker":"Tim Montague","startTime":3616.2500000000005,"endTime":3619.01,"body":"in Massachusetts,"},{"speaker":"Tim Montague","startTime":3616.2500000000005,"endTime":3619.01,"body":"like so many front of the major"},{"speaker":"Tim Montague","startTime":3619.01,"endTime":3621.1400000000003,"body":"things. I we don't"},{"speaker":"John Weaver","startTime":3621.1400000000003,"endTime":3623.6000000000004,"body":"have that here. We"},{"speaker":"John Weaver","startTime":3621.1400000000003,"endTime":3623.6000000000004,"body":"don't have anywhere else in the"},{"speaker":"John Weaver","startTime":3623.6000000000004,"endTime":3625.7000000000003,"body":"country other than Rhode"},{"speaker":"John Weaver","startTime":3623.6000000000004,"endTime":3625.7000000000003,"body":"Island's to the best of my"},{"speaker":"John Weaver","startTime":3625.7000000000003,"endTime":3628.34,"body":"knowledge. Those are the only"},{"speaker":"John Weaver","startTime":3625.7000000000003,"endTime":3628.34,"body":"two places where I know that you"},{"speaker":"John Weaver","startTime":3628.34,"endTime":3635.1800000000003,"body":"can do a pure standalone front"},{"speaker":"John Weaver","startTime":3628.34,"endTime":3635.1800000000003,"body":"of the meter PPA and sell it"},{"speaker":"John Weaver","startTime":3635.1800000000003,"endTime":3639.8,"body":"100% of the utility unless you"},{"speaker":"John Weaver","startTime":3635.1800000000003,"endTime":3639.8,"body":"go, you know, utility scale, but"},{"speaker":"John Weaver","startTime":3639.8,"endTime":3642.6800000000003,"body":"Massachusetts has a unique"},{"speaker":"John Weaver","startTime":3639.8,"endTime":3642.6800000000003,"body":"market. Great market, in my"},{"speaker":"John Weaver","startTime":3642.6800000000003,"endTime":3643.0400000000004,"body":"opinion."},{"speaker":"Unknown","startTime":3643.9700000000003,"endTime":3644.3300000000004,"body":"Yeah."},{"speaker":"Tim Montague","startTime":3645.0200000000004,"endTime":3647.09,"body":"Well, you can find"},{"speaker":"Tim Montague","startTime":3645.0200000000004,"endTime":3647.09,"body":"all our content at Clean Power"},{"speaker":"Tim Montague","startTime":3647.09,"endTime":3653.84,"body":"hour.com. You see that on the"},{"speaker":"Tim Montague","startTime":3647.09,"endTime":3653.84,"body":"screen right now. And you know,"},{"speaker":"Tim Montague","startTime":3653.84,"endTime":3658.2500000000005,"body":"we're dropping a one on one"},{"speaker":"Tim Montague","startTime":3653.84,"endTime":3658.2500000000005,"body":"interview every Tuesday. with"},{"speaker":"Tim Montague","startTime":3658.2500000000005,"endTime":3663.65,"body":"guys like McCosh chatter at all"},{"speaker":"Tim Montague","startTime":3658.2500000000005,"endTime":3663.65,"body":"some energy doing a alternative"},{"speaker":"Tim Montague","startTime":3664.1600000000003,"endTime":3667.61,"body":"to lithium ion, lithium"},{"speaker":"Tim Montague","startTime":3664.1600000000003,"endTime":3667.61,"body":"technology. They're using"},{"speaker":"Tim Montague","startTime":3667.61,"endTime":3674.84,"body":"manganese. They're still in the"},{"speaker":"Tim Montague","startTime":3667.61,"endTime":3674.84,"body":"lab slash pilot phase. And so we"},{"speaker":"Tim Montague","startTime":3674.84,"endTime":3679.13,"body":"do bring early stage companies"},{"speaker":"Tim Montague","startTime":3674.84,"endTime":3679.13,"body":"on the show. We're posting our"},{"speaker":"Tim Montague","startTime":3679.13,"endTime":3683.7200000000003,"body":"lives here also. Alaska, Alexis"},{"speaker":"Tim Montague","startTime":3679.13,"endTime":3683.7200000000003,"body":"buscar. US agri solar"},{"speaker":"Tim Montague","startTime":3683.7200000000003,"endTime":3689.69,"body":"consulting. This is I think my"},{"speaker":"Tim Montague","startTime":3683.7200000000003,"endTime":3689.69,"body":"most favorite interview of the"},{"speaker":"Tim Montague","startTime":3689.69,"endTime":3694.1600000000003,"body":"last I would say two years"},{"speaker":"Tim Montague","startTime":3689.69,"endTime":3694.1600000000003,"body":"Crucis great young thought"},{"speaker":"Tim Montague","startTime":3694.1600000000003,"endTime":3698.7500000000005,"body":"leader carving out a niche in"},{"speaker":"Tim Montague","startTime":3694.1600000000003,"endTime":3698.7500000000005,"body":"agri solar and agriculture tech."},{"speaker":"Tim Montague","startTime":3698.7500000000005,"endTime":3703.01,"body":"She'll be at that conference in"},{"speaker":"Tim Montague","startTime":3698.7500000000005,"endTime":3703.01,"body":"in Chicago in March. So check"},{"speaker":"Tim Montague","startTime":3703.01,"endTime":3708.05,"body":"out agri solar consulting. And"},{"speaker":"Tim Montague","startTime":3703.01,"endTime":3708.05,"body":"then I've had a slew of"},{"speaker":"Tim Montague","startTime":3708.9800000000005,"endTime":3713.78,"body":"alternative storage technologies"},{"speaker":"Tim Montague","startTime":3708.9800000000005,"endTime":3713.78,"body":"on the show Nostromo energy"},{"speaker":"Tim Montague","startTime":3714.05,"endTime":3719.36,"body":"doing cold batteries, which is"},{"speaker":"Tim Montague","startTime":3714.05,"endTime":3719.36,"body":"an OG they're just augmenting"},{"speaker":"Tim Montague","startTime":3719.3900000000003,"endTime":3726.9800000000005,"body":"industrial or CNI, HVAC systems"},{"speaker":"Tim Montague","startTime":3719.3900000000003,"endTime":3726.9800000000005,"body":"with cold storage. And then"},{"speaker":"Tim Montague","startTime":3727.01,"endTime":3730.61,"body":"software platforms like James MK"},{"speaker":"Tim Montague","startTime":3727.01,"endTime":3730.61,"body":"Walter here at paces AI so many"},{"speaker":"Tim Montague","startTime":3730.61,"endTime":3735.0200000000004,"body":"cool stories every week, every"},{"speaker":"Tim Montague","startTime":3730.61,"endTime":3735.0200000000004,"body":"Tuesday and then Thursday, we do"},{"speaker":"Tim Montague","startTime":3735.0200000000004,"endTime":3740.5400000000004,"body":"the live of course. bringing you"},{"speaker":"Tim Montague","startTime":3735.0200000000004,"endTime":3740.5400000000004,"body":"the latest and greatest in solar"},{"speaker":"Tim Montague","startTime":3740.5400000000004,"endTime":3744.9800000000005,"body":"wind, battery storage, and all"},{"speaker":"Tim Montague","startTime":3740.5400000000004,"endTime":3744.9800000000005,"body":"things clean tech, and"},{"speaker":"Tim Montague","startTime":3744.9800000000005,"endTime":3745.46,"body":"occasionally"},{"speaker":"Unknown","startTime":3745.46,"endTime":3747.86,"body":"space. And robots."},{"speaker":"John Weaver","startTime":3749.4500000000003,"endTime":3752.69,"body":"And robots that"},{"speaker":"John Weaver","startTime":3749.4500000000003,"endTime":3752.69,"body":"land vertically from space"},{"speaker":"John Weaver","startTime":3753.5000000000005,"endTime":3757.4,"body":"stations, you know, special"},{"speaker":"John Weaver","startTime":3753.5000000000005,"endTime":3757.4,"body":"would you call would you call"},{"speaker":"John Weaver","startTime":3757.4,"endTime":3761.0600000000004,"body":"one of those landing robot"},{"speaker":"John Weaver","startTime":3757.4,"endTime":3761.0600000000004,"body":"landing units a robot? I mean?"},{"speaker":"John Weaver","startTime":3761.7200000000003,"endTime":3762.3500000000004,"body":"Yes, it's"},{"speaker":"Tim Montague","startTime":3762.3500000000004,"endTime":3766.28,"body":"definitely a"},{"speaker":"Tim Montague","startTime":3762.3500000000004,"endTime":3766.28,"body":"robotic device. It's got to"},{"speaker":"Tim Montague","startTime":3766.28,"endTime":3770.21,"body":"think for itself. Yes, it does"},{"speaker":"Tim Montague","startTime":3766.28,"endTime":3770.21,"body":"really got to stay up, right."},{"speaker":"John Weaver","startTime":3771.1400000000003,"endTime":3772.5800000000004,"body":"There's no human"},{"speaker":"John Weaver","startTime":3771.1400000000003,"endTime":3772.5800000000004,"body":"being going."},{"speaker":"Tim Montague","startTime":3773.63,"endTime":3777.8300000000004,"body":"It's gonna bring"},{"speaker":"Tim Montague","startTime":3773.63,"endTime":3777.8300000000004,"body":"that baby home. I love Elon for"},{"speaker":"Tim Montague","startTime":3777.8300000000004,"endTime":3782.21,"body":"that, right? Making, making"},{"speaker":"Tim Montague","startTime":3777.8300000000004,"endTime":3782.21,"body":"space travel affordable, is a"},{"speaker":"Tim Montague","startTime":3782.21,"endTime":3784.76,"body":"very good thing. And the"},{"speaker":"Tim Montague","startTime":3782.21,"endTime":3784.76,"body":"reusability is the key there."},{"speaker":"Tim Montague","startTime":3785.09,"endTime":3789.9800000000005,"body":"And that anyone is making"},{"speaker":"Tim Montague","startTime":3785.09,"endTime":3789.9800000000005,"body":"rockets that are not reusable is"},{"speaker":"Tim Montague","startTime":3790.01,"endTime":3793.4,"body":"just complete folly. It's not"},{"speaker":"Tim Montague","startTime":3790.01,"endTime":3793.4,"body":"going to it's not gonna pencil"},{"speaker":"Tim Montague","startTime":3793.4,"endTime":3798.9500000000003,"body":"so give it up and go for the"},{"speaker":"Tim Montague","startTime":3793.4,"endTime":3798.9500000000003,"body":"reusable and and for creating"},{"speaker":"Tim Montague","startTime":3798.9500000000003,"endTime":3803.1800000000003,"body":"the electric vehicle market in"},{"speaker":"Tim Montague","startTime":3798.9500000000003,"endTime":3803.1800000000003,"body":"the US with Tesla. He didn't"},{"speaker":"Tim Montague","startTime":3803.1800000000003,"endTime":3808.9700000000003,"body":"invent Tesla, okay. He just"},{"speaker":"Tim Montague","startTime":3803.1800000000003,"endTime":3808.9700000000003,"body":"muscled his way in with his his"},{"speaker":"Tim Montague","startTime":3808.9700000000003,"endTime":3812.15,"body":"Pay Pal money and and but he's"},{"speaker":"Tim Montague","startTime":3808.9700000000003,"endTime":3812.15,"body":"the one you know, he is the"},{"speaker":"Tim Montague","startTime":3812.15,"endTime":3814.9100000000003,"body":"genius that really took it to"},{"speaker":"Tim Montague","startTime":3812.15,"endTime":3814.9100000000003,"body":"market and made it popular. And"},{"speaker":"Tim Montague","startTime":3815.1800000000003,"endTime":3820.3700000000003,"body":"by far, gosh, so much news about"},{"speaker":"Tim Montague","startTime":3815.1800000000003,"endTime":3820.3700000000003,"body":"Tesla dropping the prices. We"},{"speaker":"Tim Montague","startTime":3820.3700000000003,"endTime":3824.2400000000002,"body":"should have talked about that,"},{"speaker":"Tim Montague","startTime":3820.3700000000003,"endTime":3824.2400000000002,"body":"but maybe next week. Well, thank"},{"speaker":"Tim Montague","startTime":3824.2400000000002,"endTime":3828.44,"body":"you, John. And thank you. To all"},{"speaker":"Tim Montague","startTime":3824.2400000000002,"endTime":3828.44,"body":"our listeners. We do this for"},{"speaker":"Tim Montague","startTime":3828.44,"endTime":3831.6800000000003,"body":"you. So I'm Tim Montague. Let's"},{"speaker":"Tim Montague","startTime":3828.44,"endTime":3831.6800000000003,"body":"grow solar and storage. Take"},{"speaker":"Tim Montague","startTime":3831.6800000000003,"endTime":3831.9800000000005,"body":"care"}]}