{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":52.46,"endTime":55.13,"body":"Welcome to the"},{"speaker":"Tim Montague","startTime":52.46,"endTime":55.13,"body":"Clean Power Hour live. It is"},{"speaker":"Tim Montague","startTime":55.160000000000004,"endTime":58.97,"body":"Thursday, February 2 2023. I'm"},{"speaker":"Tim Montague","startTime":55.160000000000004,"endTime":58.97,"body":"Tim Montague checkout all of our"},{"speaker":"Tim Montague","startTime":58.97,"endTime":63.05,"body":"content at Clean Power hour.com."},{"speaker":"Tim Montague","startTime":58.97,"endTime":63.05,"body":"Please give us a rating and a"},{"speaker":"Tim Montague","startTime":63.05,"endTime":67.07,"body":"review on Apple and Spotify so"},{"speaker":"Tim Montague","startTime":63.05,"endTime":67.07,"body":"that others can find this"},{"speaker":"Tim Montague","startTime":67.07,"endTime":70.91,"body":"content. We are speeding the"},{"speaker":"Tim Montague","startTime":67.07,"endTime":70.91,"body":"energy transition. One podcast"},{"speaker":"Tim Montague","startTime":70.91,"endTime":75.38,"body":"one interview one news roundup"},{"speaker":"Tim Montague","startTime":70.91,"endTime":75.38,"body":"at a time. And today's a special"},{"speaker":"Tim Montague","startTime":75.41,"endTime":78.92,"body":"day because we have an awesome"},{"speaker":"Tim Montague","startTime":75.41,"endTime":78.92,"body":"guest. We have Harnois Q sells,"},{"speaker":"Tim Montague","startTime":79.28,"endTime":83.27000000000001,"body":"Scott Moscowitz on the show, and"},{"speaker":"Tim Montague","startTime":79.28,"endTime":83.27000000000001,"body":"we have a major announcement."},{"speaker":"Tim Montague","startTime":83.27000000000001,"endTime":87.92,"body":"But first, I'd like to welcome"},{"speaker":"Tim Montague","startTime":83.27000000000001,"endTime":87.92,"body":"John Weaver, my co host and the"},{"speaker":"Tim Montague","startTime":87.92,"endTime":89.84,"body":"commercial solar guide to the"},{"speaker":"Tim Montague","startTime":87.92,"endTime":89.84,"body":"show. Welcome, John."},{"speaker":"John Weaver","startTime":90.65,"endTime":94.31,"body":"Hey, Tim, I don't"},{"speaker":"John Weaver","startTime":90.65,"endTime":94.31,"body":"hope you don't, all right. It's"},{"speaker":"John Weaver","startTime":94.31,"endTime":99.59,"body":"gonna be negative eight degrees"},{"speaker":"John Weaver","startTime":94.31,"endTime":99.59,"body":"here tomorrow night. So I hope"},{"speaker":"John Weaver","startTime":99.59,"endTime":100.73,"body":"it's warm for you, Tim."},{"speaker":"Tim Montague","startTime":100.75999999999999,"endTime":103.58,"body":"It'll warm up"},{"speaker":"Tim Montague","startTime":100.75999999999999,"endTime":103.58,"body":"soon. It's in the 20s here and"},{"speaker":"Tim Montague","startTime":103.58,"endTime":106.31,"body":"it's a beautiful sunny day."},{"speaker":"Tim Montague","startTime":103.58,"endTime":106.31,"body":"We're actually having a very"},{"speaker":"Tim Montague","startTime":106.58,"endTime":110.09,"body":"mild winter. I'm ready for some"},{"speaker":"Tim Montague","startTime":106.58,"endTime":110.09,"body":"more snow. I like winter, I like"},{"speaker":"Tim Montague","startTime":110.09,"endTime":116.15,"body":"snow. But c'est la vie. Right?"},{"speaker":"Tim Montague","startTime":110.09,"endTime":116.15,"body":"Who knows. February can be very"},{"speaker":"Tim Montague","startTime":116.15,"endTime":119.84,"body":"snowy here in central Illinois."},{"speaker":"Tim Montague","startTime":116.15,"endTime":119.84,"body":"And I like snow because I like"},{"speaker":"Tim Montague","startTime":119.84,"endTime":121.58,"body":"to play in the snow and go"},{"speaker":"Tim Montague","startTime":119.84,"endTime":121.58,"body":"skiing. But"},{"speaker":"John Weaver","startTime":122.32900000000001,"endTime":125.32900000000001,"body":"I like this image I"},{"speaker":"John Weaver","startTime":122.32900000000001,"endTime":125.32900000000001,"body":"have behind me, which is one of"},{"speaker":"John Weaver","startTime":125.32900000000001,"endTime":129.43900000000002,"body":"my projects is in the middle of"},{"speaker":"John Weaver","startTime":125.32900000000001,"endTime":129.43900000000002,"body":"winter. So winter time skies are"},{"speaker":"John Weaver","startTime":129.43900000000002,"endTime":134.869,"body":"nice for taking solar picture."},{"speaker":"John Weaver","startTime":129.43900000000002,"endTime":134.869,"body":"So it's winter. I don't complain"},{"speaker":"John Weaver","startTime":134.869,"endTime":136.999,"body":"about it. I like it. I like it."},{"speaker":"John Weaver","startTime":134.869,"endTime":136.999,"body":"Scott, though. You're in"},{"speaker":"John Weaver","startTime":136.999,"endTime":142.06900000000002,"body":"Atlanta. So you're like, you're"},{"speaker":"John Weaver","startTime":136.999,"endTime":142.06900000000002,"body":"50 degrees. Nice, nice warm"},{"speaker":"John Weaver","startTime":142.459,"endTime":142.909,"body":"weather. It's"},{"speaker":"Scott Moskowitz","startTime":143.0,"endTime":145.91,"body":"it's a rainy 50"},{"speaker":"Scott Moskowitz","startTime":143.0,"endTime":145.91,"body":"degrees today. But I was I spent"},{"speaker":"Scott Moskowitz","startTime":145.91,"endTime":148.4,"body":"a couple of days in South"},{"speaker":"Scott Moskowitz","startTime":145.91,"endTime":148.4,"body":"Florida this week was 85 and"},{"speaker":"Scott Moskowitz","startTime":148.4,"endTime":151.51999999999998,"body":"sunny. So I've been a little bit"},{"speaker":"Scott Moskowitz","startTime":148.4,"endTime":151.51999999999998,"body":"spoiled over the last couple of"},{"speaker":"Scott Moskowitz","startTime":151.51999999999998,"endTime":151.79000000000002,"body":"days."},{"speaker":"John Weaver","startTime":153.01999999999998,"endTime":155.18,"body":"solar solar people"},{"speaker":"John Weaver","startTime":153.01999999999998,"endTime":155.18,"body":"like sunny stuff."},{"speaker":"Tim Montague","startTime":155.749,"endTime":158.449,"body":"Well, before we"},{"speaker":"Tim Montague","startTime":155.749,"endTime":158.449,"body":"dive in to our conversation with"},{"speaker":"Tim Montague","startTime":158.449,"endTime":161.899,"body":"Scott Moscow, which I want to"},{"speaker":"Tim Montague","startTime":158.449,"endTime":161.899,"body":"make an announcement that we"},{"speaker":"Tim Montague","startTime":161.899,"endTime":167.329,"body":"have a major sponsor for the"},{"speaker":"Tim Montague","startTime":161.899,"endTime":167.329,"body":"show, finally, and that sponsor"},{"speaker":"Tim Montague","startTime":167.329,"endTime":172.579,"body":"is tint power systems. They have"},{"speaker":"Tim Montague","startTime":167.329,"endTime":172.579,"body":"a headquarters in Dallas, Texas,"},{"speaker":"Tim Montague","startTime":172.579,"endTime":176.389,"body":"and there is an Innovation Day"},{"speaker":"Tim Montague","startTime":172.579,"endTime":176.389,"body":"coming up on March 14, I will be"},{"speaker":"Tim Montague","startTime":176.389,"endTime":183.409,"body":"there doing a podcast recording"},{"speaker":"Tim Montague","startTime":176.389,"endTime":183.409,"body":"for all the installers and EPCs"},{"speaker":"Tim Montague","startTime":183.409,"endTime":187.219,"body":"that come to visit their"},{"speaker":"Tim Montague","startTime":183.409,"endTime":187.219,"body":"facility in Dallas on March 14."},{"speaker":"Tim Montague","startTime":187.219,"endTime":190.669,"body":"So looking forward to that reach"},{"speaker":"Tim Montague","startTime":187.219,"endTime":190.669,"body":"out to me, Tim at clean power"},{"speaker":"Tim Montague","startTime":190.669,"endTime":194.839,"body":"hour.com You can check out all"},{"speaker":"Tim Montague","startTime":190.669,"endTime":194.839,"body":"the news, of course at clean"},{"speaker":"Tim Montague","startTime":194.839,"endTime":201.379,"body":"power. hour.com. So Scott, so so"},{"speaker":"Tim Montague","startTime":194.839,"endTime":201.379,"body":"happy to have key cells on the"},{"speaker":"Tim Montague","startTime":201.379,"endTime":205.789,"body":"show. There's a whole lot of"},{"speaker":"Tim Montague","startTime":201.379,"endTime":205.789,"body":"news that you've been pumping"},{"speaker":"Tim Montague","startTime":205.789,"endTime":211.129,"body":"out to talk about. And I'll let"},{"speaker":"Tim Montague","startTime":205.789,"endTime":211.129,"body":"you decide what is the you know,"},{"speaker":"Tim Montague","startTime":211.129,"endTime":215.449,"body":"the order of those things. But"},{"speaker":"Tim Montague","startTime":211.129,"endTime":215.449,"body":"the thing that is driving this,"},{"speaker":"Tim Montague","startTime":215.449,"endTime":217.999,"body":"like so many things now in the"},{"speaker":"Tim Montague","startTime":215.449,"endTime":217.999,"body":"US in the clean energy"},{"speaker":"Tim Montague","startTime":217.999,"endTime":221.209,"body":"transition is the IRA"},{"speaker":"Tim Montague","startTime":217.999,"endTime":221.209,"body":"legislation. But what's going on"},{"speaker":"Tim Montague","startTime":221.209,"endTime":221.929,"body":"ACU sales."},{"speaker":"Scott Moskowitz","startTime":222.919,"endTime":225.379,"body":"Yeah. Thanks,"},{"speaker":"Scott Moskowitz","startTime":222.919,"endTime":225.379,"body":"Tim. Thanks, John. Delighted to"},{"speaker":"Scott Moskowitz","startTime":225.379,"endTime":231.199,"body":"be here. It's been a wild month"},{"speaker":"Scott Moskowitz","startTime":225.379,"endTime":231.199,"body":"for for us as a company. And for"},{"speaker":"Scott Moskowitz","startTime":231.199,"endTime":232.909,"body":"me personally, I've you know,"},{"speaker":"Scott Moskowitz","startTime":231.199,"endTime":232.909,"body":"I've been working in this"},{"speaker":"Scott Moskowitz","startTime":232.909,"endTime":236.929,"body":"industry for a decade, I've been"},{"speaker":"Scott Moskowitz","startTime":232.909,"endTime":236.929,"body":"with q cells for the last four"},{"speaker":"Scott Moskowitz","startTime":236.929,"endTime":239.149,"body":"to five years. And before that I"},{"speaker":"Scott Moskowitz","startTime":236.929,"endTime":239.149,"body":"was with GTM research and"},{"speaker":"Scott Moskowitz","startTime":239.149,"endTime":242.149,"body":"McKenzie for five years. And,"},{"speaker":"Scott Moskowitz","startTime":239.149,"endTime":242.149,"body":"you know, I think what we've"},{"speaker":"Scott Moskowitz","startTime":242.149,"endTime":244.75900000000001,"body":"seen since the inflation"},{"speaker":"Scott Moskowitz","startTime":242.149,"endTime":244.75900000000001,"body":"reduction past is just"},{"speaker":"Scott Moskowitz","startTime":245.539,"endTime":248.239,"body":"monumental changes in our"},{"speaker":"Scott Moskowitz","startTime":245.539,"endTime":248.239,"body":"industry. And we've gone from"},{"speaker":"Scott Moskowitz","startTime":248.239,"endTime":252.529,"body":"the sector that has always grown"},{"speaker":"Scott Moskowitz","startTime":248.239,"endTime":252.529,"body":"and done, you know, well, it's"},{"speaker":"Scott Moskowitz","startTime":252.529,"endTime":255.859,"body":"had its hiccups over the last"},{"speaker":"Scott Moskowitz","startTime":252.529,"endTime":255.859,"body":"couple of years. But, you know,"},{"speaker":"Scott Moskowitz","startTime":255.859,"endTime":260.389,"body":"it's really poured fuel onto the"},{"speaker":"Scott Moskowitz","startTime":255.859,"endTime":260.389,"body":"fire, right? It's already a"},{"speaker":"Scott Moskowitz","startTime":260.659,"endTime":263.269,"body":"demand has already exceeded"},{"speaker":"Scott Moskowitz","startTime":260.659,"endTime":263.269,"body":"supply in this market for"},{"speaker":"Scott Moskowitz","startTime":263.269,"endTime":266.299,"body":"forever. And now I think we're"},{"speaker":"Scott Moskowitz","startTime":263.269,"endTime":266.299,"body":"finally seeing some of these big"},{"speaker":"Scott Moskowitz","startTime":266.299,"endTime":268.339,"body":"new manufacturing investments"},{"speaker":"Scott Moskowitz","startTime":266.299,"endTime":268.339,"body":"that this markets that"},{"speaker":"Scott Moskowitz","startTime":268.339,"endTime":271.669,"body":"desperately needs. And hopefully"},{"speaker":"Scott Moskowitz","startTime":268.339,"endTime":271.669,"body":"some of these other policy"},{"speaker":"Scott Moskowitz","startTime":271.669,"endTime":274.639,"body":"issues clear up and get the kind"},{"speaker":"Scott Moskowitz","startTime":271.669,"endTime":274.639,"body":"of guidance that's going to give"},{"speaker":"Scott Moskowitz","startTime":274.639,"endTime":278.599,"body":"a lot of us competence for the"},{"speaker":"Scott Moskowitz","startTime":274.639,"endTime":278.599,"body":"next 10 or so. Yeah, we q cells"},{"speaker":"Scott Moskowitz","startTime":278.599,"endTime":281.959,"body":"announced back on January 11. At"},{"speaker":"Scott Moskowitz","startTime":278.599,"endTime":281.959,"body":"two and a half billion dollar"},{"speaker":"Scott Moskowitz","startTime":281.98900000000003,"endTime":284.509,"body":"investment in solar"},{"speaker":"Scott Moskowitz","startTime":281.98900000000003,"endTime":284.509,"body":"manufacturing in Georgia. It's"},{"speaker":"Scott Moskowitz","startTime":284.509,"endTime":287.929,"body":"the largest investment, the US"},{"speaker":"Scott Moskowitz","startTime":284.509,"endTime":287.929,"body":"solar industry history of any"},{"speaker":"Scott Moskowitz","startTime":287.929,"endTime":291.889,"body":"kind deployment, manufacturing"},{"speaker":"Scott Moskowitz","startTime":287.929,"endTime":291.889,"body":"and you name it. Since then, we"},{"speaker":"Scott Moskowitz","startTime":291.889,"endTime":294.85900000000004,"body":"announced a two and a half"},{"speaker":"Scott Moskowitz","startTime":291.889,"endTime":294.85900000000004,"body":"gigawatt multi year partnership"},{"speaker":"Scott Moskowitz","startTime":294.85900000000004,"endTime":298.519,"body":"with Microsoft to build and"},{"speaker":"Scott Moskowitz","startTime":294.85900000000004,"endTime":298.519,"body":"supply projects within across"},{"speaker":"Scott Moskowitz","startTime":298.519,"endTime":302.539,"body":"the United States. We are a"},{"speaker":"Scott Moskowitz","startTime":298.519,"endTime":302.539,"body":"parent company, the Hammar Group"},{"speaker":"Scott Moskowitz","startTime":302.539,"endTime":306.259,"body":"announced a potential US"},{"speaker":"Scott Moskowitz","startTime":302.539,"endTime":306.259,"body":"investment in battery"},{"speaker":"Scott Moskowitz","startTime":306.259,"endTime":309.94899999999996,"body":"manufacturing for energy storage"},{"speaker":"Scott Moskowitz","startTime":306.259,"endTime":309.94899999999996,"body":"specifically. And then just"},{"speaker":"Scott Moskowitz","startTime":309.94899999999996,"endTime":314.83900000000006,"body":"yesterday, we announced a 10"},{"speaker":"Scott Moskowitz","startTime":309.94899999999996,"endTime":314.83900000000006,"body":"year offtake agreement for us"},{"speaker":"Scott Moskowitz","startTime":314.83900000000006,"endTime":319.009,"body":"made poly silicon with Rec"},{"speaker":"Scott Moskowitz","startTime":314.83900000000006,"endTime":319.009,"body":"silicon who is a company we"},{"speaker":"Scott Moskowitz","startTime":319.009,"endTime":321.55899999999997,"body":"invested in about a year and a"},{"speaker":"Scott Moskowitz","startTime":319.009,"endTime":321.55899999999997,"body":"half ago and are working to get"},{"speaker":"Scott Moskowitz","startTime":321.55899999999997,"endTime":324.169,"body":"their Moses Lake Washington"},{"speaker":"Scott Moskowitz","startTime":321.55899999999997,"endTime":324.169,"body":"facility up and running by the"},{"speaker":"Scott Moskowitz","startTime":324.169,"endTime":328.639,"body":"end. So lots of huge things"},{"speaker":"Scott Moskowitz","startTime":324.169,"endTime":328.639,"body":"happening. It's been a really"},{"speaker":"Scott Moskowitz","startTime":328.639,"endTime":332.539,"body":"exciting time. Happy for all"},{"speaker":"Scott Moskowitz","startTime":328.639,"endTime":332.539,"body":"these positive changes within"},{"speaker":"Scott Moskowitz","startTime":332.539,"endTime":333.019,"body":"the industry."},{"speaker":"Tim Montague","startTime":335.57000000000005,"endTime":338.33000000000004,"body":"Yeah, that's"},{"speaker":"Tim Montague","startTime":335.57000000000005,"endTime":338.33000000000004,"body":"pretty awesome. When you tally"},{"speaker":"Tim Montague","startTime":338.33000000000004,"endTime":342.35,"body":"that up 8.3 gigawatts of"},{"speaker":"Tim Montague","startTime":338.33000000000004,"endTime":342.35,"body":"American American made solar"},{"speaker":"Tim Montague","startTime":342.35,"endTime":347.0,"body":"panels are on their way via q"},{"speaker":"Tim Montague","startTime":342.35,"endTime":347.0,"body":"cells. And I mean, the really"},{"speaker":"Tim Montague","startTime":347.0,"endTime":349.28,"body":"big news of course, is that"},{"speaker":"Tim Montague","startTime":347.0,"endTime":349.28,"body":"you're doing this soup to nuts"},{"speaker":"Tim Montague","startTime":349.28,"endTime":354.62,"body":"approach I'm in get to panel"},{"speaker":"Tim Montague","startTime":349.28,"endTime":354.62,"body":"which is, which is very unique."},{"speaker":"Tim Montague","startTime":354.62,"endTime":357.95000000000005,"body":"So, John, what do you think"},{"speaker":"Tim Montague","startTime":354.62,"endTime":357.95000000000005,"body":"about what's going on with q"},{"speaker":"Tim Montague","startTime":357.95000000000005,"endTime":358.46000000000004,"body":"cells?"},{"speaker":"John Weaver","startTime":359.83900000000006,"endTime":363.169,"body":"So the facility"},{"speaker":"John Weaver","startTime":359.83900000000006,"endTime":363.169,"body":"that's in Georgia will bring in"},{"speaker":"John Weaver","startTime":363.19899999999996,"endTime":367.279,"body":"silicon ingots, cut them into"},{"speaker":"John Weaver","startTime":363.19899999999996,"endTime":367.279,"body":"wafers, and then refine them"},{"speaker":"John Weaver","startTime":367.279,"endTime":370.429,"body":"into cells, and then deliver"},{"speaker":"John Weaver","startTime":367.279,"endTime":370.429,"body":"them to a panel. Is that"},{"speaker":"John Weaver","startTime":370.429,"endTime":371.029,"body":"correct?"},{"speaker":"Scott Moskowitz","startTime":371.509,"endTime":373.45899999999995,"body":"Yep, that's"},{"speaker":"Scott Moskowitz","startTime":371.509,"endTime":373.45899999999995,"body":"right. So what we'll do is,"},{"speaker":"Scott Moskowitz","startTime":373.909,"endTime":376.249,"body":"there's technically going to be"},{"speaker":"Scott Moskowitz","startTime":373.909,"endTime":376.249,"body":"two facilities. We've been in"},{"speaker":"Scott Moskowitz","startTime":376.249,"endTime":380.23900000000003,"body":"Georgia since 2008. To 2018, we"},{"speaker":"Scott Moskowitz","startTime":376.249,"endTime":380.23900000000003,"body":"started making panels there in"},{"speaker":"Scott Moskowitz","startTime":380.23900000000003,"endTime":385.21900000000005,"body":"2019. That was a $200 million"},{"speaker":"Scott Moskowitz","startTime":380.23900000000003,"endTime":385.21900000000005,"body":"1.7 gigawatt module assembly"},{"speaker":"Scott Moskowitz","startTime":385.21900000000005,"endTime":387.889,"body":"investment, what we've just"},{"speaker":"Scott Moskowitz","startTime":385.21900000000005,"endTime":387.889,"body":"announced two things were"},{"speaker":"Scott Moskowitz","startTime":388.09900000000005,"endTime":390.919,"body":"tripling the size of that"},{"speaker":"Scott Moskowitz","startTime":388.09900000000005,"endTime":390.919,"body":"factory of five gigawatts of"},{"speaker":"Scott Moskowitz","startTime":390.919,"endTime":394.789,"body":"modular assembly. And building a"},{"speaker":"Scott Moskowitz","startTime":390.919,"endTime":394.789,"body":"second one in between Dalton in"},{"speaker":"Scott Moskowitz","startTime":394.789,"endTime":397.369,"body":"Atlanta and Cartersville,"},{"speaker":"Scott Moskowitz","startTime":394.789,"endTime":397.369,"body":"Georgia, that was the 3.3"},{"speaker":"Scott Moskowitz","startTime":397.369,"endTime":400.30899999999997,"body":"gigawatt fully integrated"},{"speaker":"Scott Moskowitz","startTime":397.369,"endTime":400.30899999999997,"body":"facility. Well, you will"},{"speaker":"Scott Moskowitz","startTime":400.33900000000006,"endTime":404.35900000000004,"body":"manufacture the ingots, wafers,"},{"speaker":"Scott Moskowitz","startTime":400.33900000000006,"endTime":404.35900000000004,"body":"cells and modules at that plant."},{"speaker":"Scott Moskowitz","startTime":404.71900000000005,"endTime":408.769,"body":"Again, we are going to be using"},{"speaker":"Scott Moskowitz","startTime":404.71900000000005,"endTime":408.769,"body":"poly silicon from among others"},{"speaker":"Scott Moskowitz","startTime":408.799,"endTime":411.97900000000004,"body":"from from the rec silicon"},{"speaker":"Scott Moskowitz","startTime":408.799,"endTime":411.97900000000004,"body":"factory in Washington State. So"},{"speaker":"Scott Moskowitz","startTime":411.97900000000004,"endTime":415.909,"body":"it will be a fully end to end US"},{"speaker":"Scott Moskowitz","startTime":411.97900000000004,"endTime":415.909,"body":"supply chain for that core"},{"speaker":"Scott Moskowitz","startTime":415.96900000000005,"endTime":420.259,"body":"silicon based piece of the"},{"speaker":"Scott Moskowitz","startTime":415.96900000000005,"endTime":420.259,"body":"market. In which is right now,"},{"speaker":"Scott Moskowitz","startTime":420.259,"endTime":423.019,"body":"there's various huge demand for"},{"speaker":"Scott Moskowitz","startTime":420.259,"endTime":423.019,"body":"products that are that are"},{"speaker":"Scott Moskowitz","startTime":423.019,"endTime":426.55899999999997,"body":"meeting that specification"},{"speaker":"Scott Moskowitz","startTime":423.019,"endTime":426.55899999999997,"body":"primarily because, one, you"},{"speaker":"Scott Moskowitz","startTime":426.55899999999997,"endTime":428.899,"body":"know, we've all had supply chain"},{"speaker":"Scott Moskowitz","startTime":426.55899999999997,"endTime":428.899,"body":"issues over the last couple of"},{"speaker":"Scott Moskowitz","startTime":428.899,"endTime":431.83900000000006,"body":"years and then to the inflation"},{"speaker":"Scott Moskowitz","startTime":428.899,"endTime":431.83900000000006,"body":"Reduction Act is gonna have a"},{"speaker":"Scott Moskowitz","startTime":431.83900000000006,"endTime":434.869,"body":"domestic content and additive."},{"speaker":"Scott Moskowitz","startTime":431.83900000000006,"endTime":434.869,"body":"And it's not yet clarified"},{"speaker":"Scott Moskowitz","startTime":434.869,"endTime":437.269,"body":"exactly what's going to meet it."},{"speaker":"Scott Moskowitz","startTime":434.869,"endTime":437.269,"body":"But presumably, if you have"},{"speaker":"Scott Moskowitz","startTime":437.98900000000003,"endTime":439.639,"body":"specific specifications around"},{"speaker":"John Weaver","startTime":441.08000000000004,"endTime":445.64,"body":"Do you think the"},{"speaker":"John Weaver","startTime":441.08000000000004,"endTime":445.64,"body":"five gigawatts of panels that"},{"speaker":"John Weaver","startTime":445.64,"endTime":449.57000000000005,"body":"are assembled in the US will"},{"speaker":"John Weaver","startTime":445.64,"endTime":449.57000000000005,"body":"count? I mean, this is an"},{"speaker":"John Weaver","startTime":449.57000000000005,"endTime":452.69000000000005,"body":"answer, I guess we don't know"},{"speaker":"John Weaver","startTime":449.57000000000005,"endTime":452.69000000000005,"body":"yet. But with a five gigawatts"},{"speaker":"John Weaver","startTime":452.69000000000005,"endTime":456.59000000000003,"body":"count for domestic content, or"},{"speaker":"John Weaver","startTime":452.69000000000005,"endTime":456.59000000000003,"body":"will they get like a partial"},{"speaker":"John Weaver","startTime":456.59000000000003,"endTime":460.61,"body":"credit? Like, how am I obviously"},{"speaker":"John Weaver","startTime":456.59000000000003,"endTime":460.61,"body":"the product that's at the 3.3"},{"speaker":"John Weaver","startTime":460.61,"endTime":463.94000000000005,"body":"gigawatt end to end facility?"},{"speaker":"John Weaver","startTime":460.61,"endTime":463.94000000000005,"body":"Well, but the five gigawatt"},{"speaker":"John Weaver","startTime":463.94000000000005,"endTime":467.27,"body":"facility, I don't think Moses"},{"speaker":"John Weaver","startTime":463.94000000000005,"endTime":467.27,"body":"Lake has an additional five"},{"speaker":"John Weaver","startTime":467.27,"endTime":470.99,"body":"gigawatts of power silicon"},{"speaker":"John Weaver","startTime":467.27,"endTime":470.99,"body":"content. And then obviously, you"},{"speaker":"John Weaver","startTime":470.99,"endTime":474.74,"body":"don't have wafer and cell"},{"speaker":"John Weaver","startTime":470.99,"endTime":474.74,"body":"facilities. So, you know, my"},{"speaker":"John Weaver","startTime":474.74,"endTime":476.17999999999995,"body":"those panels count toward?"},{"speaker":"Scott Moskowitz","startTime":476.96000000000004,"endTime":480.65,"body":"It depends,"},{"speaker":"Scott Moskowitz","startTime":476.96000000000004,"endTime":480.65,"body":"right? The Treasury Department"},{"speaker":"Scott Moskowitz","startTime":480.65,"endTime":484.73,"body":"has to guide what the"},{"speaker":"Scott Moskowitz","startTime":480.65,"endTime":484.73,"body":"interpretation of the inflation"},{"speaker":"Scott Moskowitz","startTime":484.73,"endTime":488.27,"body":"Reduction Act adder is, the"},{"speaker":"Scott Moskowitz","startTime":484.73,"endTime":488.27,"body":"language in that bill is is"},{"speaker":"Scott Moskowitz","startTime":488.27,"endTime":491.0,"body":"relatively new, it's sort of"},{"speaker":"Scott Moskowitz","startTime":488.27,"endTime":491.0,"body":"based on by America sort of"},{"speaker":"Scott Moskowitz","startTime":491.0,"endTime":495.32000000000005,"body":"based on binary. Yet, it doesn't"},{"speaker":"Scott Moskowitz","startTime":491.0,"endTime":495.32000000000005,"body":"exactly explain how to calculate"},{"speaker":"Scott Moskowitz","startTime":495.32000000000005,"endTime":498.77,"body":"it. So they'll likely do that"},{"speaker":"Scott Moskowitz","startTime":495.32000000000005,"endTime":498.77,"body":"within the next couple of"},{"speaker":"Scott Moskowitz","startTime":498.77,"endTime":503.27,"body":"months. But what are my best"},{"speaker":"Scott Moskowitz","startTime":498.77,"endTime":503.27,"body":"guess is that their their"},{"speaker":"Scott Moskowitz","startTime":503.27,"endTime":506.80999999999995,"body":"interpretation of this is likely"},{"speaker":"Scott Moskowitz","startTime":503.27,"endTime":506.80999999999995,"body":"that congressional intent intent"},{"speaker":"Scott Moskowitz","startTime":507.11,"endTime":510.14,"body":"is to drive manufacturing pretty"},{"speaker":"Scott Moskowitz","startTime":507.11,"endTime":510.14,"body":"far up the chain, I think it's"},{"speaker":"Scott Moskowitz","startTime":510.28999999999996,"endTime":512.99,"body":"more likely that we'll be able"},{"speaker":"Scott Moskowitz","startTime":510.28999999999996,"endTime":512.99,"body":"to hit it with the integrated"},{"speaker":"Scott Moskowitz","startTime":513.02,"endTime":516.35,"body":"capacity than with just module"},{"speaker":"Scott Moskowitz","startTime":513.02,"endTime":516.35,"body":"assembly that the Dalton plan is"},{"speaker":"Scott Moskowitz","startTime":516.35,"endTime":518.6,"body":"historically going to rely on"},{"speaker":"Scott Moskowitz","startTime":516.35,"endTime":518.6,"body":"the cells that we make in"},{"speaker":"Scott Moskowitz","startTime":518.6,"endTime":522.29,"body":"relation Korea. And depending on"},{"speaker":"Scott Moskowitz","startTime":518.6,"endTime":522.29,"body":"how they calculate that it's"},{"speaker":"Scott Moskowitz","startTime":522.29,"endTime":524.57,"body":"likely that they will have to"},{"speaker":"Scott Moskowitz","startTime":522.29,"endTime":524.57,"body":"take that fully integrated piece"},{"speaker":"Scott Moskowitz","startTime":524.57,"endTime":524.87,"body":"together."},{"speaker":"John Weaver","startTime":527.0,"endTime":532.73,"body":"It would be a"},{"speaker":"John Weaver","startTime":527.0,"endTime":532.73,"body":"challenge. The Do you have any"},{"speaker":"John Weaver","startTime":532.73,"endTime":538.31,"body":"insight onto whether or not the"},{"speaker":"John Weaver","startTime":532.73,"endTime":538.31,"body":"Moses Lake facility can grow? Or"},{"speaker":"John Weaver","startTime":538.31,"endTime":541.76,"body":"is that a couple years away"},{"speaker":"John Weaver","startTime":538.31,"endTime":541.76,"body":"from? Well,"},{"speaker":"Scott Moskowitz","startTime":541.79,"endTime":544.31,"body":"it's right now"},{"speaker":"Scott Moskowitz","startTime":541.79,"endTime":544.31,"body":"it's coming from nothing, right?"},{"speaker":"Scott Moskowitz","startTime":544.31,"endTime":549.86,"body":"That factory has been idle since"},{"speaker":"Scott Moskowitz","startTime":544.31,"endTime":549.86,"body":"2018 or so they're the US poly"},{"speaker":"Scott Moskowitz","startTime":549.86,"endTime":553.01,"body":"silicon industry has suffered"},{"speaker":"Scott Moskowitz","startTime":549.86,"endTime":553.01,"body":"for forever, from just an"},{"speaker":"Scott Moskowitz","startTime":553.01,"endTime":556.79,"body":"absolute lack of customer base"},{"speaker":"Scott Moskowitz","startTime":553.01,"endTime":556.79,"body":"anywhere in the world. And so"},{"speaker":"Scott Moskowitz","startTime":557.15,"endTime":561.32,"body":"now with us wafer facilities"},{"speaker":"Scott Moskowitz","startTime":557.15,"endTime":561.32,"body":"opening up we've announced one,"},{"speaker":"Scott Moskowitz","startTime":561.44,"endTime":566.54,"body":"Georgia cubic PV announced a 10"},{"speaker":"Scott Moskowitz","startTime":561.44,"endTime":566.54,"body":"megawatt facility. And they"},{"speaker":"Scott Moskowitz","startTime":566.54,"endTime":568.64,"body":"haven't specified yet where but"},{"speaker":"Scott Moskowitz","startTime":566.54,"endTime":568.64,"body":"there'll be built in 10"},{"speaker":"Scott Moskowitz","startTime":568.64,"endTime":571.1,"body":"gigawatts of waiver capacity."},{"speaker":"Scott Moskowitz","startTime":568.64,"endTime":571.1,"body":"There's, of course, been a"},{"speaker":"Scott Moskowitz","startTime":571.1,"endTime":573.89,"body":"number of wafer investments made"},{"speaker":"Scott Moskowitz","startTime":571.1,"endTime":573.89,"body":"over the last couple of years in"},{"speaker":"Scott Moskowitz","startTime":573.89,"endTime":578.12,"body":"Southeast Asia, there's really"},{"speaker":"Scott Moskowitz","startTime":573.89,"endTime":578.12,"body":"starting to open up a market for"},{"speaker":"Scott Moskowitz","startTime":578.27,"endTime":582.47,"body":"us poly silicon. And so that"},{"speaker":"Scott Moskowitz","startTime":578.27,"endTime":582.47,"body":"factory is, again, it's been"},{"speaker":"Scott Moskowitz","startTime":582.47,"endTime":585.23,"body":"idle for a while. It's still a"},{"speaker":"Scott Moskowitz","startTime":582.47,"endTime":585.23,"body":"state of the art billion dollar"},{"speaker":"Scott Moskowitz","startTime":585.23,"endTime":588.89,"body":"facility, but it's going to be"},{"speaker":"Scott Moskowitz","startTime":585.23,"endTime":588.89,"body":"up and running by the end of"},{"speaker":"Scott Moskowitz","startTime":588.89,"endTime":592.85,"body":"this year. And that means we're"},{"speaker":"Scott Moskowitz","startTime":588.89,"endTime":592.85,"body":"like, there's a lot of people to"},{"speaker":"Scott Moskowitz","startTime":592.85,"endTime":596.6,"body":"hire a lot of equipment to"},{"speaker":"Scott Moskowitz","startTime":592.85,"endTime":596.6,"body":"upgrade. But yeah, it's on its"},{"speaker":"Scott Moskowitz","startTime":596.6,"endTime":596.93,"body":"way there."},{"speaker":"Tim Montague","startTime":597.29,"endTime":599.8399999999999,"body":"You're referring"},{"speaker":"Tim Montague","startTime":597.29,"endTime":599.8399999999999,"body":"to the the rec facility in"},{"speaker":"Tim Montague","startTime":599.8399999999999,"endTime":603.5,"body":"Washington State, right? That's"},{"speaker":"Tim Montague","startTime":599.8399999999999,"endTime":603.5,"body":"right. And just for our"},{"speaker":"Tim Montague","startTime":603.5,"endTime":608.9599999999999,"body":"listeners, where does the"},{"speaker":"Tim Montague","startTime":603.5,"endTime":608.9599999999999,"body":"silicon come from that that then"},{"speaker":"Tim Montague","startTime":660.6499999999999,"endTime":662.03,"body":"feeds that machine?"},{"speaker":"Scott Moskowitz","startTime":663.1099999999999,"endTime":667.3399999999999,"body":"Yeah, so RSC"},{"speaker":"Scott Moskowitz","startTime":663.1099999999999,"endTime":667.3399999999999,"body":"silicon. Both day and week, q"},{"speaker":"Scott Moskowitz","startTime":667.3399999999999,"endTime":670.94,"body":"cells have announced a number of"},{"speaker":"Scott Moskowitz","startTime":667.3399999999999,"endTime":670.94,"body":"Mo use in the last year. So"},{"speaker":"Scott Moskowitz","startTime":671.3599999999999,"endTime":674.69,"body":"again, really looking taking a"},{"speaker":"Scott Moskowitz","startTime":671.3599999999999,"endTime":674.69,"body":"holistic approach to localise"},{"speaker":"Scott Moskowitz","startTime":674.9300000000001,"endTime":678.71,"body":"the supply chains and really"},{"speaker":"Scott Moskowitz","startTime":674.9300000000001,"endTime":678.71,"body":"create as get as much of it from"},{"speaker":"Scott Moskowitz","startTime":678.71,"endTime":682.1600000000001,"body":"domestic or North American"},{"speaker":"Scott Moskowitz","startTime":678.71,"endTime":682.1600000000001,"body":"sources as you can. So RSC"},{"speaker":"Scott Moskowitz","startTime":682.1600000000001,"endTime":685.01,"body":"silicone announced to partner to"},{"speaker":"Scott Moskowitz","startTime":682.1600000000001,"endTime":685.01,"body":"mo use one with a company called"},{"speaker":"Scott Moskowitz","startTime":685.01,"endTime":689.8999999999999,"body":"Ferro globe, which has a"},{"speaker":"Scott Moskowitz","startTime":685.01,"endTime":689.8999999999999,"body":"silicone raw silicone"},{"speaker":"Scott Moskowitz","startTime":689.8999999999999,"endTime":693.2,"body":"manufacturing facility in West"},{"speaker":"Scott Moskowitz","startTime":689.8999999999999,"endTime":693.2,"body":"Virginia, and then another"},{"speaker":"Scott Moskowitz","startTime":693.23,"endTime":698.21,"body":"another called Mississippi"},{"speaker":"Scott Moskowitz","startTime":693.23,"endTime":698.21,"body":"Silicon City. So they will"},{"speaker":"Scott Moskowitz","startTime":698.21,"endTime":702.23,"body":"predominantly be getting it from"},{"speaker":"Scott Moskowitz","startTime":698.21,"endTime":702.23,"body":"those firms typically the supply"},{"speaker":"Scott Moskowitz","startTime":702.23,"endTime":708.77,"body":"for US companies consider from"},{"speaker":"Scott Moskowitz","startTime":702.23,"endTime":708.77,"body":"North America. It will be"},{"speaker":"Scott Moskowitz","startTime":708.8,"endTime":709.76,"body":"predominantly mobile."},{"speaker":"Tim Montague","startTime":711.71,"endTime":715.5799999999999,"body":"Very good, very"},{"speaker":"Tim Montague","startTime":711.71,"endTime":715.5799999999999,"body":"good. And tell us a little more"},{"speaker":"Tim Montague","startTime":715.5799999999999,"endTime":720.2,"body":"about the partnership with LG"},{"speaker":"Tim Montague","startTime":715.5799999999999,"endTime":720.2,"body":"batteries are top of mind as we,"},{"speaker":"Tim Montague","startTime":720.23,"endTime":724.25,"body":"you know, make the expansion of"},{"speaker":"Tim Montague","startTime":720.23,"endTime":724.25,"body":"electrification of"},{"speaker":"Tim Montague","startTime":724.25,"endTime":730.7,"body":"transportation. Batteries are,"},{"speaker":"Tim Montague","startTime":724.25,"endTime":730.7,"body":"of course, a limiting factor. So"},{"speaker":"Tim Montague","startTime":730.73,"endTime":734.0899999999999,"body":"how far back does the"},{"speaker":"Tim Montague","startTime":730.73,"endTime":734.0899999999999,"body":"partnership with LG go and"},{"speaker":"Tim Montague","startTime":734.0899999999999,"endTime":736.22,"body":"what's what is coming down the"},{"speaker":"Tim Montague","startTime":734.0899999999999,"endTime":736.22,"body":"pike?"},{"speaker":"Scott Moskowitz","startTime":736.94,"endTime":739.3699999999999,"body":"Yeah, we don't"},{"speaker":"Scott Moskowitz","startTime":736.94,"endTime":739.3699999999999,"body":"have time to speak to detail"},{"speaker":"Scott Moskowitz","startTime":739.3699999999999,"endTime":743.78,"body":"about it yet. We announced a"},{"speaker":"Scott Moskowitz","startTime":739.3699999999999,"endTime":743.78,"body":"couple of weeks ago, a MoU with"},{"speaker":"Scott Moskowitz","startTime":743.78,"endTime":748.76,"body":"LG to build us battery"},{"speaker":"Scott Moskowitz","startTime":743.78,"endTime":748.76,"body":"manufacturing, the location or"},{"speaker":"Scott Moskowitz","startTime":748.76,"endTime":751.97,"body":"scope or size of that is yet to"},{"speaker":"Scott Moskowitz","startTime":748.76,"endTime":751.97,"body":"be determined, but something"},{"speaker":"Scott Moskowitz","startTime":751.97,"endTime":754.1299999999999,"body":"that we'll hopefully see"},{"speaker":"Scott Moskowitz","startTime":751.97,"endTime":754.1299999999999,"body":"relatively soon, there's"},{"speaker":"Scott Moskowitz","startTime":754.1299999999999,"endTime":757.8799999999999,"body":"obviously a huge demand for"},{"speaker":"Scott Moskowitz","startTime":754.1299999999999,"endTime":757.8799999999999,"body":"batteries, they have faced their"},{"speaker":"Scott Moskowitz","startTime":757.8799999999999,"endTime":761.51,"body":"own supply chain constraints and"},{"speaker":"Scott Moskowitz","startTime":757.8799999999999,"endTime":761.51,"body":"cost increases. And, you know,"},{"speaker":"Scott Moskowitz","startTime":761.51,"endTime":764.8399999999999,"body":"we compete very, very hard for"},{"speaker":"Scott Moskowitz","startTime":761.51,"endTime":764.8399999999999,"body":"batteries with the electric"},{"speaker":"Scott Moskowitz","startTime":764.8399999999999,"endTime":767.5999999999999,"body":"vehicle industry. That's where"},{"speaker":"Scott Moskowitz","startTime":764.8399999999999,"endTime":767.5999999999999,"body":"the majority of them go. And so"},{"speaker":"Scott Moskowitz","startTime":767.78,"endTime":772.3399999999999,"body":"having a facility that is really"},{"speaker":"Scott Moskowitz","startTime":767.78,"endTime":772.3399999999999,"body":"dedicated to supplying energy"},{"speaker":"Scott Moskowitz","startTime":772.3399999999999,"endTime":776.75,"body":"storage projects is it's going"},{"speaker":"Scott Moskowitz","startTime":772.3399999999999,"endTime":776.75,"body":"to be for us really valuable."},{"speaker":"Scott Moskowitz","startTime":776.8999999999999,"endTime":778.55,"body":"You know, there's obviously"},{"speaker":"Scott Moskowitz","startTime":776.8999999999999,"endTime":778.55,"body":"incentives in the employment"},{"speaker":"Scott Moskowitz","startTime":778.55,"endTime":782.1199999999999,"body":"regime after that, too, right."},{"speaker":"Scott Moskowitz","startTime":778.55,"endTime":782.1199999999999,"body":"We've got a number of deployment"},{"speaker":"Scott Moskowitz","startTime":782.1199999999999,"endTime":784.9100000000001,"body":"incentives with investment tax"},{"speaker":"Scott Moskowitz","startTime":782.1199999999999,"endTime":784.9100000000001,"body":"credits, production tax credits,"},{"speaker":"Scott Moskowitz","startTime":784.9100000000001,"endTime":789.98,"body":"we've got manufacturing pieces,"},{"speaker":"Scott Moskowitz","startTime":784.9100000000001,"endTime":789.98,"body":"very specifically with what we"},{"speaker":"Scott Moskowitz","startTime":789.98,"endTime":792.02,"body":"call the solar energy"},{"speaker":"Scott Moskowitz","startTime":789.98,"endTime":792.02,"body":"manufacturing for America Act,"},{"speaker":"Scott Moskowitz","startTime":792.02,"endTime":795.1399999999999,"body":"which is, you know, it really is"},{"speaker":"Scott Moskowitz","startTime":792.02,"endTime":795.1399999999999,"body":"the clean energy manufacturing"},{"speaker":"Scott Moskowitz","startTime":795.1399999999999,"endTime":798.3499999999999,"body":"for America Act. It's got"},{"speaker":"Scott Moskowitz","startTime":795.1399999999999,"endTime":798.3499999999999,"body":"incentives to manufacture wind"},{"speaker":"Scott Moskowitz","startTime":798.3499999999999,"endTime":801.9200000000001,"body":"batteries, trackers, all sorts"},{"speaker":"Scott Moskowitz","startTime":798.3499999999999,"endTime":801.9200000000001,"body":"of inverters, all sorts of"},{"speaker":"Scott Moskowitz","startTime":801.9200000000001,"endTime":805.9100000000001,"body":"components necessary these"},{"speaker":"Scott Moskowitz","startTime":801.9200000000001,"endTime":805.9100000000001,"body":"products. So yeah, lots of"},{"speaker":"Scott Moskowitz","startTime":805.9100000000001,"endTime":808.94,"body":"exciting things ahead, that"},{"speaker":"Scott Moskowitz","startTime":805.9100000000001,"endTime":808.94,"body":"should emerge from this."},{"speaker":"John Weaver","startTime":809.54,"endTime":811.6700000000001,"body":"I like that you"},{"speaker":"John Weaver","startTime":809.54,"endTime":811.6700000000001,"body":"call it the solar energy"},{"speaker":"John Weaver","startTime":811.6700000000001,"endTime":816.77,"body":"manufacturing act, because, you"},{"speaker":"John Weaver","startTime":811.6700000000001,"endTime":816.77,"body":"know, we know we're all focused"},{"speaker":"John Weaver","startTime":816.77,"endTime":819.6199999999999,"body":"on what we do. But you're right,"},{"speaker":"John Weaver","startTime":816.77,"endTime":819.6199999999999,"body":"it does include everything and"},{"speaker":"John Weaver","startTime":819.6199999999999,"endTime":822.95,"body":"has hydrogen and has wind, it"},{"speaker":"John Weaver","startTime":819.6199999999999,"endTime":822.95,"body":"has batteries. So that's cars,"},{"speaker":"John Weaver","startTime":824.3299999999999,"endTime":826.94,"body":"Heat pumps are included in"},{"speaker":"John Weaver","startTime":824.3299999999999,"endTime":826.94,"body":"there. Well, I don't know"},{"speaker":"John Weaver","startTime":826.94,"endTime":830.1800000000001,"body":"exactly where those types of the"},{"speaker":"John Weaver","startTime":826.94,"endTime":830.1800000000001,"body":"manufacturing pieces go. But"},{"speaker":"John Weaver","startTime":830.4200000000001,"endTime":833.8399999999999,"body":"there's, there's a lot of"},{"speaker":"John Weaver","startTime":830.4200000000001,"endTime":833.8399999999999,"body":"different items in there. So so"},{"speaker":"John Weaver","startTime":833.8399999999999,"endTime":836.21,"body":"it's not just solar, even though"},{"speaker":"John Weaver","startTime":833.8399999999999,"endTime":836.21,"body":"solar is awesome."},{"speaker":"Scott Moskowitz","startTime":836.479,"endTime":839.029,"body":"45x for the"},{"speaker":"Scott Moskowitz","startTime":836.479,"endTime":839.029,"body":"policy nerds out there. So"},{"speaker":"Scott Moskowitz","startTime":839.029,"endTime":842.5989999999999,"body":"that's, that's good that it"},{"speaker":"Scott Moskowitz","startTime":839.029,"endTime":842.5989999999999,"body":"lives in which, you know,"},{"speaker":"Scott Moskowitz","startTime":842.5989999999999,"endTime":845.749,"body":"there's a number of them that"},{"speaker":"Scott Moskowitz","startTime":842.5989999999999,"endTime":845.749,"body":"are relevant, you got 48 for the"},{"speaker":"Scott Moskowitz","startTime":845.779,"endTime":849.1990000000001,"body":"commercial investment tax"},{"speaker":"Scott Moskowitz","startTime":845.779,"endTime":849.1990000000001,"body":"credit, 25. D for residential"},{"speaker":"Scott Moskowitz","startTime":849.6189999999999,"endTime":853.999,"body":"4548. C is another manufacturing"},{"speaker":"Scott Moskowitz","startTime":849.6189999999999,"endTime":853.999,"body":"credit within the bill. Again,"},{"speaker":"Scott Moskowitz","startTime":854.299,"endTime":857.6589999999999,"body":"there's so much funding and"},{"speaker":"Scott Moskowitz","startTime":854.299,"endTime":857.6589999999999,"body":"policy within the inflation"},{"speaker":"Scott Moskowitz","startTime":857.6589999999999,"endTime":861.9490000000001,"body":"Reduction Act that there are"},{"speaker":"Scott Moskowitz","startTime":857.6589999999999,"endTime":861.9490000000001,"body":"programmes out there that people"},{"speaker":"Scott Moskowitz","startTime":861.9490000000001,"endTime":867.1089999999999,"body":"are just still still looking to"},{"speaker":"Scott Moskowitz","startTime":861.9490000000001,"endTime":867.1089999999999,"body":"understand and explore billions"},{"speaker":"Scott Moskowitz","startTime":867.1089999999999,"endTime":870.3789999999999,"body":"of dollars in grants available"},{"speaker":"Scott Moskowitz","startTime":867.1089999999999,"endTime":870.3789999999999,"body":"for our for all various parts of"},{"speaker":"Scott Moskowitz","startTime":870.4089999999999,"endTime":873.1990000000001,"body":"an energy industry. So there's"},{"speaker":"Scott Moskowitz","startTime":870.4089999999999,"endTime":873.1990000000001,"body":"lots and lots of opportunity."},{"speaker":"John Weaver","startTime":874.76,"endTime":877.94,"body":"So you mentioned"},{"speaker":"John Weaver","startTime":874.76,"endTime":877.94,"body":"something in the pre show, as we"},{"speaker":"John Weaver","startTime":877.94,"endTime":881.78,"body":"were chatting that kind of"},{"speaker":"John Weaver","startTime":877.94,"endTime":881.78,"body":"caught me. And it took me a"},{"speaker":"John Weaver","startTime":881.78,"endTime":884.8999999999999,"body":"little bit to process it because"},{"speaker":"John Weaver","startTime":881.78,"endTime":884.8999999999999,"body":"it was like, two or three things"},{"speaker":"John Weaver","startTime":884.8999999999999,"endTime":889.22,"body":"together. It's like, oh, he's"},{"speaker":"John Weaver","startTime":884.8999999999999,"endTime":889.22,"body":"right. But you mentioned that"},{"speaker":"John Weaver","startTime":889.22,"endTime":892.55,"body":"the residential incentive, which"},{"speaker":"John Weaver","startTime":889.22,"endTime":892.55,"body":"is the what you just said, the"},{"speaker":"John Weaver","startTime":892.55,"endTime":897.3499999999999,"body":"25 to 25 D, you know, it's"},{"speaker":"John Weaver","startTime":892.55,"endTime":897.3499999999999,"body":"different than the commercial"},{"speaker":"John Weaver","startTime":897.3499999999999,"endTime":902.78,"body":"incentive for solar. And the"},{"speaker":"John Weaver","startTime":897.3499999999999,"endTime":902.78,"body":"domestic content portion of that"},{"speaker":"John Weaver","startTime":902.81,"endTime":908.45,"body":"doesn't apply. So homeowners are"},{"speaker":"John Weaver","startTime":902.81,"endTime":908.45,"body":"not motivated to buy"},{"speaker":"John Weaver","startTime":908.48,"endTime":912.6199999999999,"body":"domestically manufactured"},{"speaker":"John Weaver","startTime":908.48,"endTime":912.6199999999999,"body":"content, only commercial utility"},{"speaker":"John Weaver","startTime":912.6199999999999,"endTime":916.94,"body":"business projects, then you"},{"speaker":"John Weaver","startTime":912.6199999999999,"endTime":916.94,"body":"added another layer. And this is"},{"speaker":"John Weaver","startTime":916.94,"endTime":919.8799999999999,"body":"one that's a really interesting"},{"speaker":"John Weaver","startTime":916.94,"endTime":919.8799999999999,"body":"nuance, and actually a prior"},{"speaker":"John Weaver","startTime":919.8799999999999,"endTime":924.02,"body":"talker, a prior guests on our"},{"speaker":"John Weaver","startTime":919.8799999999999,"endTime":924.02,"body":"show, referenced something to"},{"speaker":"John Weaver","startTime":924.02,"endTime":929.06,"body":"this nature. And you said, the"},{"speaker":"John Weaver","startTime":924.02,"endTime":929.06,"body":"fact that we don't have a"},{"speaker":"John Weaver","startTime":929.06,"endTime":934.0999999999999,"body":"residential solar incentive for"},{"speaker":"John Weaver","startTime":929.06,"endTime":934.0999999999999,"body":"domestic content leads toward"},{"speaker":"John Weaver","startTime":934.25,"endTime":938.6600000000001,"body":"third party ownership. And I'm I"},{"speaker":"John Weaver","startTime":934.25,"endTime":938.6600000000001,"body":"know exactly why. But I would"},{"speaker":"John Weaver","startTime":938.6600000000001,"endTime":941.99,"body":"love because you Scott, you're"},{"speaker":"John Weaver","startTime":938.6600000000001,"endTime":941.99,"body":"the expert on the show today,"},{"speaker":"John Weaver","startTime":942.2,"endTime":945.9200000000001,"body":"and I talked way too much. But"},{"speaker":"John Weaver","startTime":942.2,"endTime":945.9200000000001,"body":"if you wouldn't mind, tell us"},{"speaker":"John Weaver","startTime":946.0999999999999,"endTime":949.4300000000001,"body":"why that is occurring. And"},{"speaker":"John Weaver","startTime":946.0999999999999,"endTime":949.4300000000001,"body":"that's such an interesting"},{"speaker":"John Weaver","startTime":949.4300000000001,"endTime":952.8799999999999,"body":"nuance that you brought up. I've"},{"speaker":"John Weaver","startTime":949.4300000000001,"endTime":952.8799999999999,"body":"never thought about that. But"},{"speaker":"John Weaver","startTime":952.8799999999999,"endTime":956.1499999999999,"body":"please tell us why no domestic"},{"speaker":"John Weaver","startTime":952.8799999999999,"endTime":956.1499999999999,"body":"content leads to third party"},{"speaker":"John Weaver","startTime":956.1499999999999,"endTime":956.5699999999999,"body":"ownership."},{"speaker":"Scott Moskowitz","startTime":956.8999999999999,"endTime":959.0,"body":"Yeah, you know,"},{"speaker":"Scott Moskowitz","startTime":956.8999999999999,"endTime":959.0,"body":"John, you're the you're the one"},{"speaker":"Scott Moskowitz","startTime":959.0,"endTime":961.28,"body":"out there building and really"},{"speaker":"Scott Moskowitz","startTime":959.0,"endTime":961.28,"body":"monetizing these credits. So"},{"speaker":"Scott Moskowitz","startTime":961.8799999999999,"endTime":964.3399999999999,"body":"probably got, honestly a better"},{"speaker":"Scott Moskowitz","startTime":961.8799999999999,"endTime":964.3399999999999,"body":"handle on a lot of it than me."},{"speaker":"Scott Moskowitz","startTime":964.3399999999999,"endTime":966.8899999999999,"body":"But there's definitely an"},{"speaker":"Scott Moskowitz","startTime":964.3399999999999,"endTime":966.8899999999999,"body":"inconsistency in the bill"},{"speaker":"Scott Moskowitz","startTime":966.8899999999999,"endTime":970.25,"body":"between those two sections of"},{"speaker":"Scott Moskowitz","startTime":966.8899999999999,"endTime":970.25,"body":"the code as it relates to the"},{"speaker":"Scott Moskowitz","startTime":970.25,"endTime":974.3,"body":"domestic content. And part of"},{"speaker":"Scott Moskowitz","startTime":970.25,"endTime":974.3,"body":"this was just because, again, a"},{"speaker":"Scott Moskowitz","startTime":974.3,"endTime":977.8399999999999,"body":"bill of this size, there's a lot"},{"speaker":"Scott Moskowitz","startTime":974.3,"endTime":977.8399999999999,"body":"of a lot of sausage making in"},{"speaker":"Scott Moskowitz","startTime":977.8399999999999,"endTime":980.45,"body":"there, and particularly how this"},{"speaker":"Scott Moskowitz","startTime":977.8399999999999,"endTime":980.45,"body":"one was sort of negotiated"},{"speaker":"Scott Moskowitz","startTime":980.72,"endTime":983.4200000000001,"body":"behind the scenes over the last"},{"speaker":"Scott Moskowitz","startTime":980.72,"endTime":983.4200000000001,"body":"couple of weeks before it was"},{"speaker":"Scott Moskowitz","startTime":983.4200000000001,"endTime":986.1199999999999,"body":"rolled out and then ultimately"},{"speaker":"Scott Moskowitz","startTime":983.4200000000001,"endTime":986.1199999999999,"body":"passed with no changes at all."},{"speaker":"Scott Moskowitz","startTime":987.98,"endTime":991.0999999999999,"body":"You know, this is just sort of"},{"speaker":"Scott Moskowitz","startTime":987.98,"endTime":991.0999999999999,"body":"how the how the cards fell on"},{"speaker":"Scott Moskowitz","startTime":991.0999999999999,"endTime":996.71,"body":"it, but the 48 section 48 has"},{"speaker":"Scott Moskowitz","startTime":991.0999999999999,"endTime":996.71,"body":"the 10% average domestic content"},{"speaker":"Scott Moskowitz","startTime":996.71,"endTime":1001.27,"body":"and are 25 D does not and, you"},{"speaker":"Scott Moskowitz","startTime":996.71,"endTime":1001.27,"body":"know that doesn't mean that"},{"speaker":"Scott Moskowitz","startTime":1001.3,"endTime":1008.77,"body":"homeowners can't take manager if"},{"speaker":"Scott Moskowitz","startTime":1001.3,"endTime":1008.77,"body":"you're, if you're installer out"},{"speaker":"Scott Moskowitz","startTime":1008.77,"endTime":1012.6700000000001,"body":"there, if you are using a third"},{"speaker":"Scott Moskowitz","startTime":1008.77,"endTime":1012.6700000000001,"body":"party ownership model, you sell"},{"speaker":"Scott Moskowitz","startTime":1012.6700000000001,"endTime":1015.76,"body":"that product, lease or PPA,"},{"speaker":"Scott Moskowitz","startTime":1012.6700000000001,"endTime":1015.76,"body":"you're always going to monetize"},{"speaker":"Scott Moskowitz","startTime":1015.76,"endTime":1020.4100000000001,"body":"that credit with section 48. And"},{"speaker":"Scott Moskowitz","startTime":1015.76,"endTime":1020.4100000000001,"body":"there's not a size limit on what"},{"speaker":"Scott Moskowitz","startTime":1020.4100000000001,"endTime":1022.0,"body":"you can do to qualify for that."},{"speaker":"Scott Moskowitz","startTime":1020.4100000000001,"endTime":1022.0,"body":"So"},{"speaker":"John Weaver","startTime":1022.6600000000001,"endTime":1024.01,"body":"make sure people"},{"speaker":"John Weaver","startTime":1022.6600000000001,"endTime":1024.01,"body":"know why."},{"speaker":"Scott Moskowitz","startTime":1025.06,"endTime":1027.43,"body":"Yeah, so"},{"speaker":"Scott Moskowitz","startTime":1025.06,"endTime":1027.43,"body":"because though they're bundling"},{"speaker":"Scott Moskowitz","startTime":1027.43,"endTime":1029.77,"body":"these systems, and these are"},{"speaker":"Scott Moskowitz","startTime":1027.43,"endTime":1029.77,"body":"commercial entities, monetizing"},{"speaker":"Scott Moskowitz","startTime":1029.77,"endTime":1032.59,"body":"the credit, so they are taking"},{"speaker":"Scott Moskowitz","startTime":1029.77,"endTime":1032.59,"body":"advantage of that section of the"},{"speaker":"Scott Moskowitz","startTime":1032.59,"endTime":1035.77,"body":"code. So they'll get that 10%"},{"speaker":"Scott Moskowitz","startTime":1032.59,"endTime":1035.77,"body":"out or, and they can pass that"},{"speaker":"Scott Moskowitz","startTime":1035.77,"endTime":1040.45,"body":"on to homeowners to do their"},{"speaker":"Scott Moskowitz","startTime":1035.77,"endTime":1040.45,"body":"research. If you are a customer"},{"speaker":"Scott Moskowitz","startTime":1040.45,"endTime":1044.56,"body":"that is buying your system and"},{"speaker":"Scott Moskowitz","startTime":1040.45,"endTime":1044.56,"body":"paying cash, or you're taking"},{"speaker":"Scott Moskowitz","startTime":1044.56,"endTime":1048.16,"body":"out a loan, you monetize that"},{"speaker":"Scott Moskowitz","startTime":1044.56,"endTime":1048.16,"body":"credit through the residential"},{"speaker":"Scott Moskowitz","startTime":1048.16,"endTime":1052.0,"body":"credit 25 D credit and that does"},{"speaker":"Scott Moskowitz","startTime":1048.16,"endTime":1052.0,"body":"not have the answer. And, you"},{"speaker":"Scott Moskowitz","startTime":1052.0,"endTime":1054.91,"body":"know, I think that doesn't mean"},{"speaker":"Scott Moskowitz","startTime":1052.0,"endTime":1054.91,"body":"that there won't be solar loans,"},{"speaker":"Scott Moskowitz","startTime":1055.18,"endTime":1058.36,"body":"or some states, like my own"},{"speaker":"Scott Moskowitz","startTime":1055.18,"endTime":1058.36,"body":"state of Georgia don't allow"},{"speaker":"Scott Moskowitz","startTime":1058.36,"endTime":1061.3899999999999,"body":"third party ownership. So there"},{"speaker":"Scott Moskowitz","startTime":1058.36,"endTime":1061.3899999999999,"body":"is no, you know, you're gonna"},{"speaker":"Scott Moskowitz","startTime":1061.3899999999999,"endTime":1063.94,"body":"have to use 20 by deed, and"},{"speaker":"Scott Moskowitz","startTime":1061.3899999999999,"endTime":1063.94,"body":"otherwise, if you're in a state"},{"speaker":"Scott Moskowitz","startTime":1063.94,"endTime":1067.8999999999999,"body":"like Georgia, but yeah, it's"},{"speaker":"Scott Moskowitz","startTime":1063.94,"endTime":1067.8999999999999,"body":"gonna, in states that have it,"},{"speaker":"Scott Moskowitz","startTime":1068.1399999999999,"endTime":1073.81,"body":"it will encourage some of the"},{"speaker":"Scott Moskowitz","startTime":1068.1399999999999,"endTime":1073.81,"body":"leasing, leasing PPA companies"},{"speaker":"Scott Moskowitz","startTime":1073.81,"endTime":1077.5900000000001,"body":"to provide further incentives to"},{"speaker":"Scott Moskowitz","startTime":1073.81,"endTime":1077.5900000000001,"body":"take that type of system. And,"},{"speaker":"Scott Moskowitz","startTime":1077.8300000000002,"endTime":1080.38,"body":"you know, that's sort of"},{"speaker":"Scott Moskowitz","startTime":1077.8300000000002,"endTime":1080.38,"body":"exacerbated to at the moment, we"},{"speaker":"Scott Moskowitz","startTime":1080.38,"endTime":1083.71,"body":"were talking about this before"},{"speaker":"Scott Moskowitz","startTime":1080.38,"endTime":1083.71,"body":"the show to have just these"},{"speaker":"Scott Moskowitz","startTime":1083.71,"endTime":1086.5,"body":"increased interest rates over"},{"speaker":"Scott Moskowitz","startTime":1083.71,"endTime":1086.5,"body":"the last year, you know, have"},{"speaker":"Scott Moskowitz","startTime":1086.5,"endTime":1090.25,"body":"really, the market was sort of"},{"speaker":"Scott Moskowitz","startTime":1086.5,"endTime":1090.25,"body":"already kind of pushing a little"},{"speaker":"Scott Moskowitz","startTime":1090.25,"endTime":1094.39,"body":"bit more from this, this loan"},{"speaker":"Scott Moskowitz","startTime":1090.25,"endTime":1094.39,"body":"back towards leases and PPAs."},{"speaker":"Scott Moskowitz","startTime":1094.39,"endTime":1097.15,"body":"And there's been a 10 year ebb"},{"speaker":"Scott Moskowitz","startTime":1094.39,"endTime":1097.15,"body":"and flow of this right."},{"speaker":"Scott Moskowitz","startTime":1097.18,"endTime":1102.49,"body":"Historically 10 years ago, the"},{"speaker":"Scott Moskowitz","startTime":1097.18,"endTime":1102.49,"body":"market was 70 80% PPAs, and"},{"speaker":"Scott Moskowitz","startTime":1102.49,"endTime":1106.24,"body":"loans, contestable or PPAs and"},{"speaker":"Scott Moskowitz","startTime":1102.49,"endTime":1106.24,"body":"leases from Tesla, and"},{"speaker":"Scott Moskowitz","startTime":1106.24,"endTime":1109.69,"body":"SunEdison, and others. And now"},{"speaker":"Scott Moskowitz","startTime":1106.24,"endTime":1109.69,"body":"it's sort of shifted as solar"},{"speaker":"Scott Moskowitz","startTime":1109.69,"endTime":1113.0800000000002,"body":"has gotten much cheaper in loans"},{"speaker":"Scott Moskowitz","startTime":1109.69,"endTime":1113.0800000000002,"body":"had been so pervasive you can"},{"speaker":"Scott Moskowitz","startTime":1113.0800000000002,"endTime":1118.0,"body":"get it's going the other way to"},{"speaker":"Scott Moskowitz","startTime":1113.0800000000002,"endTime":1118.0,"body":"get 7030 70% loans, 30% leasing"},{"speaker":"Scott Moskowitz","startTime":1118.0,"endTime":1120.22,"body":"PPA, and it's probably going to"},{"speaker":"Scott Moskowitz","startTime":1118.0,"endTime":1120.22,"body":"shift back towards this"},{"speaker":"Scott Moskowitz","startTime":1120.22,"endTime":1123.67,"body":"equilibrium, given those two"},{"speaker":"Scott Moskowitz","startTime":1120.22,"endTime":1123.67,"body":"factors of increasing interest"},{"speaker":"Scott Moskowitz","startTime":1123.67,"endTime":1127.75,"body":"rates that are sort of it gives"},{"speaker":"Scott Moskowitz","startTime":1123.67,"endTime":1127.75,"body":"the commercial entities a bit of"},{"speaker":"Scott Moskowitz","startTime":1127.75,"endTime":1130.15,"body":"a leg up because they can find"},{"speaker":"Scott Moskowitz","startTime":1127.75,"endTime":1130.15,"body":"all them and get some more"},{"speaker":"Scott Moskowitz","startTime":1130.15,"endTime":1133.06,"body":"attractive financing options,"},{"speaker":"Scott Moskowitz","startTime":1130.15,"endTime":1133.06,"body":"but then to this domestic"},{"speaker":"Scott Moskowitz","startTime":1133.06,"endTime":1137.65,"body":"content adder will, you know,"},{"speaker":"Scott Moskowitz","startTime":1133.06,"endTime":1137.65,"body":"just to some degree, favour"},{"speaker":"Scott Moskowitz","startTime":1137.65,"endTime":1140.14,"body":"economics for using using"},{"speaker":"Scott Moskowitz","startTime":1137.65,"endTime":1140.14,"body":"efficient."},{"speaker":"John Weaver","startTime":1141.4,"endTime":1145.33,"body":"And you folks, I've"},{"speaker":"John Weaver","startTime":1141.4,"endTime":1145.33,"body":"seen the headlines that you're"},{"speaker":"John Weaver","startTime":1145.33,"endTime":1148.18,"body":"one of the your your modules are"},{"speaker":"John Weaver","startTime":1145.33,"endTime":1148.18,"body":"one of the top selling"},{"speaker":"John Weaver","startTime":1148.18,"endTime":1152.23,"body":"commercial and residential"},{"speaker":"John Weaver","startTime":1148.18,"endTime":1152.23,"body":"products in the United States,"},{"speaker":"John Weaver","startTime":1152.23,"endTime":1157.0,"body":"like one in two, almost like if"},{"speaker":"John Weaver","startTime":1152.23,"endTime":1157.0,"body":"not every quarter, you know,"},{"speaker":"John Weaver","startTime":1157.0,"endTime":1159.07,"body":"whenever I did a press release,"},{"speaker":"John Weaver","startTime":1157.0,"endTime":1159.07,"body":"you guys are always in the top"},{"speaker":"John Weaver","startTime":1159.07,"endTime":1164.17,"body":"one or two. Do you feel this?"},{"speaker":"John Weaver","startTime":1159.07,"endTime":1164.17,"body":"Could I mean are you as Q Cell"},{"speaker":"John Weaver","startTime":1164.17,"endTime":1171.25,"body":"attempting to talk to Joel"},{"speaker":"John Weaver","startTime":1164.17,"endTime":1171.25,"body":"Joseph ASAF? Sorry, I'm terrible"},{"speaker":"John Weaver","startTime":1171.28,"endTime":1175.96,"body":"names. I read it more than I"},{"speaker":"John Weaver","startTime":1171.28,"endTime":1175.96,"body":"hear. Are you pushing on him to"},{"speaker":"John Weaver","startTime":1175.96,"endTime":1178.72,"body":"be conscious of this? Does he"},{"speaker":"John Weaver","startTime":1175.96,"endTime":1178.72,"body":"have time to pay attention to"},{"speaker":"John Weaver","startTime":1178.72,"endTime":1184.03,"body":"such nuance of legislation? Is"},{"speaker":"John Weaver","startTime":1178.72,"endTime":1184.03,"body":"it worth it? I guess, you I see"},{"speaker":"John Weaver","startTime":1184.03,"endTime":1186.46,"body":"you slightly nodding. So then"},{"speaker":"John Weaver","startTime":1184.03,"endTime":1186.46,"body":"yeah. So this is something that"},{"speaker":"John Weaver","startTime":1186.46,"endTime":1188.77,"body":"you guys are gonna, you know,"},{"speaker":"John Weaver","startTime":1186.46,"endTime":1188.77,"body":"see if you can bring up"},{"speaker":"Scott Moskowitz","startTime":1189.099,"endTime":1191.169,"body":"it's less of an"},{"speaker":"Scott Moskowitz","startTime":1189.099,"endTime":1191.169,"body":"issue. I mean, I wouldn't"},{"speaker":"Scott Moskowitz","startTime":1191.169,"endTime":1196.059,"body":"describe it as an issue I would"},{"speaker":"Scott Moskowitz","startTime":1191.169,"endTime":1196.059,"body":"describe. One that certainly"},{"speaker":"Scott Moskowitz","startTime":1196.059,"endTime":1200.439,"body":"won't like, you know, if if I"},{"speaker":"Scott Moskowitz","startTime":1196.059,"endTime":1200.439,"body":"could snap my fingers and have"},{"speaker":"Scott Moskowitz","startTime":1200.529,"endTime":1203.109,"body":"this domestic content ad are"},{"speaker":"Scott Moskowitz","startTime":1200.529,"endTime":1203.109,"body":"applied to both sections in the"},{"speaker":"Scott Moskowitz","startTime":1203.109,"endTime":1206.289,"body":"code. And I think we would all"},{"speaker":"Scott Moskowitz","startTime":1203.109,"endTime":1206.289,"body":"gladly have that happen. I think"},{"speaker":"Scott Moskowitz","startTime":1206.529,"endTime":1209.049,"body":"we all have to be practical to"},{"speaker":"Scott Moskowitz","startTime":1206.529,"endTime":1209.049,"body":"understand like, what are the"},{"speaker":"Scott Moskowitz","startTime":1209.049,"endTime":1211.539,"body":"odds of that happening? You"},{"speaker":"Scott Moskowitz","startTime":1209.049,"endTime":1211.539,"body":"know, the inflation Reduction"},{"speaker":"Scott Moskowitz","startTime":1211.539,"endTime":1215.289,"body":"Act has passed, it's not going"},{"speaker":"Scott Moskowitz","startTime":1211.539,"endTime":1215.289,"body":"to be opened back up anytime"},{"speaker":"Scott Moskowitz","startTime":1215.289,"endTime":1218.949,"body":"soon. We now have a Republican"},{"speaker":"Scott Moskowitz","startTime":1215.289,"endTime":1218.949,"body":"House of Representatives. You"},{"speaker":"Scott Moskowitz","startTime":1218.949,"endTime":1222.1290000000001,"body":"know, there's always potential"},{"speaker":"Scott Moskowitz","startTime":1218.949,"endTime":1222.1290000000001,"body":"that at some point, there can be"},{"speaker":"Scott Moskowitz","startTime":1222.519,"endTime":1226.089,"body":"a tax extenders package. And you"},{"speaker":"Scott Moskowitz","startTime":1222.519,"endTime":1226.089,"body":"know, those happen every couple"},{"speaker":"Scott Moskowitz","startTime":1226.089,"endTime":1228.999,"body":"of years, probably towards the"},{"speaker":"Scott Moskowitz","startTime":1226.089,"endTime":1228.999,"body":"end of the year to clear the"},{"speaker":"Scott Moskowitz","startTime":1228.999,"endTime":1231.579,"body":"decks and extend some of these"},{"speaker":"Scott Moskowitz","startTime":1228.999,"endTime":1231.579,"body":"expiring credits that have"},{"speaker":"Scott Moskowitz","startTime":1231.579,"endTime":1234.789,"body":"really strong bipartisan"},{"speaker":"Scott Moskowitz","startTime":1231.579,"endTime":1234.789,"body":"support. The investment tax"},{"speaker":"Scott Moskowitz","startTime":1234.789,"endTime":1237.699,"body":"credit has historically had"},{"speaker":"Scott Moskowitz","startTime":1234.789,"endTime":1237.699,"body":"bipartisan support is extended,"},{"speaker":"Scott Moskowitz","startTime":1237.969,"endTime":1241.989,"body":"you'll recall a couple of years"},{"speaker":"Scott Moskowitz","startTime":1237.969,"endTime":1241.989,"body":"ago, at the end of the year"},{"speaker":"Scott Moskowitz","startTime":1241.989,"endTime":1245.739,"body":"under President Trump so there"},{"speaker":"Scott Moskowitz","startTime":1241.989,"endTime":1245.739,"body":"will always hopefully be some"},{"speaker":"Scott Moskowitz","startTime":1245.739,"endTime":1250.359,"body":"potential to get this type of"},{"speaker":"Scott Moskowitz","startTime":1245.739,"endTime":1250.359,"body":"equality within the code, but"},{"speaker":"Scott Moskowitz","startTime":1250.689,"endTime":1253.059,"body":"probably not a near term, Type"},{"speaker":"Scott Moskowitz","startTime":1250.689,"endTime":1253.059,"body":"change."},{"speaker":"Tim Montague","startTime":1253.839,"endTime":1257.3790000000001,"body":"And Scott, tell us"},{"speaker":"Tim Montague","startTime":1253.839,"endTime":1257.3790000000001,"body":"about Microsoft because I see"},{"speaker":"Tim Montague","startTime":1257.3790000000001,"endTime":1260.769,"body":"that they're also investing in"},{"speaker":"Tim Montague","startTime":1257.3790000000001,"endTime":1260.769,"body":"cubic PV. We've had QB PV on the"},{"speaker":"Tim Montague","startTime":1260.769,"endTime":1266.289,"body":"show. I think of them as kind of"},{"speaker":"Tim Montague","startTime":1260.769,"endTime":1266.289,"body":"a next gen solar technology"},{"speaker":"Tim Montague","startTime":1266.289,"endTime":1269.229,"body":"company, but are they going to"},{"speaker":"Tim Montague","startTime":1266.289,"endTime":1269.229,"body":"be producing traditional"},{"speaker":"Tim Montague","startTime":1269.529,"endTime":1272.589,"body":"photovoltaics it with this 10"},{"speaker":"Tim Montague","startTime":1269.529,"endTime":1272.589,"body":"gigawatt facility?"},{"speaker":"Scott Moskowitz","startTime":1273.52,"endTime":1276.34,"body":"Yeah, that's a"},{"speaker":"Scott Moskowitz","startTime":1273.52,"endTime":1276.34,"body":"good question. So Microsoft is a"},{"speaker":"Scott Moskowitz","startTime":1277.39,"endTime":1281.32,"body":"they are not a direct investor"},{"speaker":"Scott Moskowitz","startTime":1277.39,"endTime":1281.32,"body":"in QB PB but Breakthrough Energy"},{"speaker":"Scott Moskowitz","startTime":1281.32,"endTime":1286.18,"body":"is which is the four gates"},{"speaker":"Scott Moskowitz","startTime":1281.32,"endTime":1286.18,"body":"investment in venture arm and"},{"speaker":"Scott Moskowitz","startTime":1286.21,"endTime":1289.18,"body":"yeah, there so Kubik was"},{"speaker":"Scott Moskowitz","startTime":1286.21,"endTime":1289.18,"body":"announced the 10 gigawatt wafer"},{"speaker":"Scott Moskowitz","startTime":1289.18,"endTime":1292.39,"body":"facility there. As far as I"},{"speaker":"Scott Moskowitz","startTime":1289.18,"endTime":1292.39,"body":"understand this will be sold on"},{"speaker":"Scott Moskowitz","startTime":1292.39,"endTime":1295.69,"body":"a third party basis. You know,"},{"speaker":"Scott Moskowitz","startTime":1292.39,"endTime":1295.69,"body":"that's also still perspective."},{"speaker":"Scott Moskowitz","startTime":1295.69,"endTime":1299.8,"body":"So like they as in all of these"},{"speaker":"Scott Moskowitz","startTime":1295.69,"endTime":1299.8,"body":"major corporations have huge"},{"speaker":"Scott Moskowitz","startTime":1299.8,"endTime":1302.29,"body":"renewable energy targets and"},{"speaker":"Scott Moskowitz","startTime":1299.8,"endTime":1302.29,"body":"there was a report from the"},{"speaker":"Scott Moskowitz","startTime":1302.29,"endTime":1304.9,"body":"mayor including viruses he"},{"speaker":"Scott Moskowitz","startTime":1302.29,"endTime":1304.9,"body":"issued a couple of weeks ago,"},{"speaker":"Scott Moskowitz","startTime":1305.59,"endTime":1308.95,"body":"ranking where these companies"},{"speaker":"Scott Moskowitz","startTime":1305.59,"endTime":1308.95,"body":"fall Microsoft's pretty close to"},{"speaker":"Scott Moskowitz","startTime":1308.95,"endTime":1312.79,"body":"the top. But you know, they are"},{"speaker":"Scott Moskowitz","startTime":1308.95,"endTime":1312.79,"body":"an enormous company and a really"},{"speaker":"Scott Moskowitz","startTime":1312.79,"endTime":1316.66,"body":"big target. So we're helping"},{"speaker":"Scott Moskowitz","startTime":1312.79,"endTime":1316.66,"body":"them immediately to start"},{"speaker":"Scott Moskowitz","startTime":1316.69,"endTime":1319.66,"body":"solving some of those issues and"},{"speaker":"Scott Moskowitz","startTime":1316.69,"endTime":1319.66,"body":"getting as much solar and"},{"speaker":"Scott Moskowitz","startTime":1320.05,"endTime":1322.27,"body":"everything else they need on the"},{"speaker":"Scott Moskowitz","startTime":1320.05,"endTime":1322.27,"body":"grid as quickly as possible."},{"speaker":"Scott Moskowitz","startTime":1322.54,"endTime":1326.53,"body":"What is unique about that deal,"},{"speaker":"Scott Moskowitz","startTime":1322.54,"endTime":1326.53,"body":"is it's one of the, as far as"},{"speaker":"Scott Moskowitz","startTime":1326.53,"endTime":1332.56,"body":"I'm aware, it is the first time"},{"speaker":"Scott Moskowitz","startTime":1326.53,"endTime":1332.56,"body":"that a major buyer of energy is"},{"speaker":"Scott Moskowitz","startTime":1332.56,"endTime":1336.01,"body":"procured panels directly from a"},{"speaker":"Scott Moskowitz","startTime":1332.56,"endTime":1336.01,"body":"supplier. Typically, they'll go"},{"speaker":"Scott Moskowitz","startTime":1336.01,"endTime":1339.43,"body":"to an IPP developer or some"},{"speaker":"Scott Moskowitz","startTime":1336.01,"endTime":1339.43,"body":"other entity that's going to"},{"speaker":"Scott Moskowitz","startTime":1339.43,"endTime":1341.71,"body":"build and instal in that company"},{"speaker":"Scott Moskowitz","startTime":1339.43,"endTime":1341.71,"body":"in the beautiful terminal"},{"speaker":"Scott Moskowitz","startTime":1341.71,"endTime":1344.89,"body":"models. In this case, we're"},{"speaker":"Scott Moskowitz","startTime":1341.71,"endTime":1344.89,"body":"doing it all for them. And then"},{"speaker":"Scott Moskowitz","startTime":1344.89,"endTime":1348.3700000000001,"body":"we will build these projects,"},{"speaker":"Scott Moskowitz","startTime":1344.89,"endTime":1348.3700000000001,"body":"construct them, supply them, and"},{"speaker":"Scott Moskowitz","startTime":1348.3700000000001,"endTime":1350.71,"body":"really work as a long term"},{"speaker":"Scott Moskowitz","startTime":1348.3700000000001,"endTime":1350.71,"body":"partner to ensure that they can"},{"speaker":"Scott Moskowitz","startTime":1350.71,"endTime":1354.13,"body":"meet these targets. And I think,"},{"speaker":"Scott Moskowitz","startTime":1350.71,"endTime":1354.13,"body":"you know, I think that's just"},{"speaker":"Scott Moskowitz","startTime":1354.97,"endTime":1357.13,"body":"it's a it's part of the new"},{"speaker":"Scott Moskowitz","startTime":1354.97,"endTime":1357.13,"body":"world we all live in, where"},{"speaker":"Scott Moskowitz","startTime":1357.13,"endTime":1359.74,"body":"we've had two years of supply"},{"speaker":"Scott Moskowitz","startTime":1357.13,"endTime":1359.74,"body":"chain constraints, we've had 10"},{"speaker":"Scott Moskowitz","startTime":1359.74,"endTime":1363.64,"body":"years of supply disruptions from"},{"speaker":"Scott Moskowitz","startTime":1359.74,"endTime":1363.64,"body":"trade issues and other things"},{"speaker":"Scott Moskowitz","startTime":1363.64,"endTime":1368.05,"body":"and, you know, for for them, and"},{"speaker":"Scott Moskowitz","startTime":1363.64,"endTime":1368.05,"body":"for us, it's just the type of"},{"speaker":"Scott Moskowitz","startTime":1368.05,"endTime":1373.66,"body":"partnerships. So yeah, John, we"},{"speaker":"Scott Moskowitz","startTime":1368.05,"endTime":1373.66,"body":"we are predominantly known for"},{"speaker":"Scott Moskowitz","startTime":1373.9,"endTime":1375.76,"body":"supplying panels in the"},{"speaker":"Scott Moskowitz","startTime":1373.9,"endTime":1375.76,"body":"residential and commercial"},{"speaker":"Scott Moskowitz","startTime":1375.76,"endTime":1379.3,"body":"markets have been active in the"},{"speaker":"Scott Moskowitz","startTime":1375.76,"endTime":1379.3,"body":"utility space for a long time."},{"speaker":"Scott Moskowitz","startTime":1379.3,"endTime":1381.22,"body":"And that's the type of projects"},{"speaker":"Scott Moskowitz","startTime":1379.3,"endTime":1381.22,"body":"that Microsoft would be"},{"speaker":"Scott Moskowitz","startTime":1381.22,"endTime":1381.7,"body":"installing."},{"speaker":"Tim Montague","startTime":1381.91,"endTime":1384.19,"body":"But so yeah,"},{"speaker":"Tim Montague","startTime":1381.91,"endTime":1384.19,"body":"that's, that's something that we"},{"speaker":"Tim Montague","startTime":1384.19,"endTime":1387.79,"body":"need to talk about is how you"},{"speaker":"Tim Montague","startTime":1384.19,"endTime":1387.79,"body":"have vertically integrated and"},{"speaker":"Tim Montague","startTime":1387.79,"endTime":1392.02,"body":"propped up a development arm"},{"speaker":"Tim Montague","startTime":1387.79,"endTime":1392.02,"body":"now. So you are a full fledged"},{"speaker":"Tim Montague","startTime":1392.08,"endTime":1397.33,"body":"solar project developer. And I"},{"speaker":"Tim Montague","startTime":1392.08,"endTime":1397.33,"body":"can see, you know why, if I was"},{"speaker":"Tim Montague","startTime":1397.33,"endTime":1401.74,"body":"Microsoft, I might want to"},{"speaker":"Tim Montague","startTime":1397.33,"endTime":1401.74,"body":"participate in that directly,"},{"speaker":"Tim Montague","startTime":1401.77,"endTime":1405.79,"body":"historically, big corporates are"},{"speaker":"Tim Montague","startTime":1401.77,"endTime":1405.79,"body":"just buying third party PPAs,"},{"speaker":"Tim Montague","startTime":1405.79,"endTime":1410.41,"body":"these are virtual PPAs. So"},{"speaker":"Tim Montague","startTime":1405.79,"endTime":1410.41,"body":"they're buying the power from a"},{"speaker":"Tim Montague","startTime":1410.41,"endTime":1414.34,"body":"solar wind facility that's in"},{"speaker":"Tim Montague","startTime":1410.41,"endTime":1414.34,"body":"some remote location, and then"},{"speaker":"Tim Montague","startTime":1414.88,"endTime":1419.95,"body":"decarbonizing their value chain"},{"speaker":"Tim Montague","startTime":1414.88,"endTime":1419.95,"body":"with those assets. Now,"},{"speaker":"Tim Montague","startTime":1420.13,"endTime":1424.06,"body":"Microsoft is going to buy a"},{"speaker":"Tim Montague","startTime":1420.13,"endTime":1424.06,"body":"bunch of Q Cell solar panels,"},{"speaker":"Tim Montague","startTime":1424.33,"endTime":1427.75,"body":"and q cells is going to develop"},{"speaker":"Tim Montague","startTime":1424.33,"endTime":1427.75,"body":"projects or is developing"},{"speaker":"Tim Montague","startTime":1427.75,"endTime":1432.4,"body":"projects then that you will,"},{"speaker":"Tim Montague","startTime":1427.75,"endTime":1432.4,"body":"basically I mean, is this what"},{"speaker":"Tim Montague","startTime":1432.4,"endTime":1435.7,"body":"you would call a joint venture?"},{"speaker":"Tim Montague","startTime":1432.4,"endTime":1435.7,"body":"Or what exactly is that"},{"speaker":"Tim Montague","startTime":1435.7,"endTime":1440.6200000000001,"body":"relationship? And and then a"},{"speaker":"Tim Montague","startTime":1435.7,"endTime":1440.6200000000001,"body":"second question is, does this"},{"speaker":"Tim Montague","startTime":1440.95,"endTime":1446.5,"body":"jeopardise other developers"},{"speaker":"Tim Montague","startTime":1440.95,"endTime":1446.5,"body":"access to q cells, T cells"},{"speaker":"Tim Montague","startTime":1446.5,"endTime":1447.07,"body":"product?"},{"speaker":"Scott Moskowitz","startTime":1448.24,"endTime":1449.59,"body":"Now good"},{"speaker":"Scott Moskowitz","startTime":1448.24,"endTime":1449.59,"body":"questions. I mean, we'd"},{"speaker":"Scott Moskowitz","startTime":1449.59,"endTime":1452.68,"body":"characterise it as a long term"},{"speaker":"Scott Moskowitz","startTime":1449.59,"endTime":1452.68,"body":"partnership, you know, they will"},{"speaker":"Scott Moskowitz","startTime":1452.68,"endTime":1457.6000000000001,"body":"be a big customer in several"},{"speaker":"Scott Moskowitz","startTime":1452.68,"endTime":1457.6000000000001,"body":"different ways. And yes, we have"},{"speaker":"Scott Moskowitz","startTime":1457.6000000000001,"endTime":1460.57,"body":"a pretty vertically integrated"},{"speaker":"Scott Moskowitz","startTime":1457.6000000000001,"endTime":1460.57,"body":"model at this point, which is a"},{"speaker":"Scott Moskowitz","startTime":1460.57,"endTime":1463.9,"body":"bit unique, you know, there"},{"speaker":"Scott Moskowitz","startTime":1460.57,"endTime":1463.9,"body":"historically have been a bunch"},{"speaker":"Scott Moskowitz","startTime":1463.9,"endTime":1466.33,"body":"of vertically integrated firms"},{"speaker":"Scott Moskowitz","startTime":1463.9,"endTime":1466.33,"body":"in this sector, you know,"},{"speaker":"Scott Moskowitz","startTime":1466.33,"endTime":1470.05,"body":"there's some power for solar,"},{"speaker":"Scott Moskowitz","startTime":1466.33,"endTime":1470.05,"body":"some Edison, other and others."},{"speaker":"Scott Moskowitz","startTime":1470.5,"endTime":1473.59,"body":"And I think we've sort of come"},{"speaker":"Scott Moskowitz","startTime":1470.5,"endTime":1473.59,"body":"to this at a stage when the"},{"speaker":"Scott Moskowitz","startTime":1473.59,"endTime":1476.8600000000001,"body":"market is hopefully a bit more"},{"speaker":"Scott Moskowitz","startTime":1473.59,"endTime":1476.8600000000001,"body":"mature. And also just really"},{"speaker":"Scott Moskowitz","startTime":1476.8600000000001,"endTime":1480.34,"body":"leaning on the fact that we are"},{"speaker":"Scott Moskowitz","startTime":1476.8600000000001,"endTime":1480.34,"body":"a, probably more than any other"},{"speaker":"Scott Moskowitz","startTime":1480.34,"endTime":1483.16,"body":"solar company out there, backed"},{"speaker":"Scott Moskowitz","startTime":1480.34,"endTime":1483.16,"body":"by a diversified conglomerate."},{"speaker":"Scott Moskowitz","startTime":1483.91,"endTime":1488.05,"body":"Anwar group is one of the"},{"speaker":"Scott Moskowitz","startTime":1483.91,"endTime":1488.05,"body":"biggest entities in Korea, and"},{"speaker":"Scott Moskowitz","startTime":1488.05,"endTime":1490.9,"body":"also to sales, of course, is"},{"speaker":"Scott Moskowitz","startTime":1488.05,"endTime":1490.9,"body":"still joined headquartered"},{"speaker":"Scott Moskowitz","startTime":1490.9,"endTime":1495.88,"body":"between Germany, Korea, and also"},{"speaker":"Scott Moskowitz","startTime":1490.9,"endTime":1495.88,"body":"in the US, it's actually our"},{"speaker":"Scott Moskowitz","startTime":1495.88,"endTime":1499.9,"body":"biggest market presence. So"},{"speaker":"Scott Moskowitz","startTime":1495.88,"endTime":1499.9,"body":"that's sort of how we focused"},{"speaker":"Scott Moskowitz","startTime":1500.41,"endTime":1503.29,"body":"over the long term in terms of"},{"speaker":"Scott Moskowitz","startTime":1500.41,"endTime":1503.29,"body":"what it means for the rest of"},{"speaker":"Scott Moskowitz","startTime":1503.29,"endTime":1506.56,"body":"the market. I mean, this is a"},{"speaker":"Scott Moskowitz","startTime":1503.29,"endTime":1506.56,"body":"two and a half gigawatt multi"},{"speaker":"Scott Moskowitz","startTime":1506.56,"endTime":1509.1100000000001,"body":"year agreement, we're going to"},{"speaker":"Scott Moskowitz","startTime":1506.56,"endTime":1509.1100000000001,"body":"have within two years, eight and"},{"speaker":"Scott Moskowitz","startTime":1509.1100000000001,"endTime":1512.95,"body":"a half gigawatts of US"},{"speaker":"Scott Moskowitz","startTime":1509.1100000000001,"endTime":1512.95,"body":"manufacturing capacity alone,"},{"speaker":"Scott Moskowitz","startTime":1513.91,"endTime":1517.24,"body":"around the world where I think"},{"speaker":"Scott Moskowitz","startTime":1513.91,"endTime":1517.24,"body":"our capacity at the moment is"},{"speaker":"Scott Moskowitz","startTime":1517.27,"endTime":1521.92,"body":"well over 12 gigawatts. And so"},{"speaker":"Scott Moskowitz","startTime":1517.27,"endTime":1521.92,"body":"you know, I it's a big deal. But"},{"speaker":"Scott Moskowitz","startTime":1521.92,"endTime":1524.3500000000001,"body":"we're, we're still going to be"},{"speaker":"Scott Moskowitz","startTime":1521.92,"endTime":1524.3500000000001,"body":"working with a lot of different"},{"speaker":"Scott Moskowitz","startTime":1524.3500000000001,"endTime":1524.8,"body":"partners."},{"speaker":"Tim Montague","startTime":1527.3500000000001,"endTime":1529.0,"body":"Gotcha. So go"},{"speaker":"Tim Montague","startTime":1527.3500000000001,"endTime":1529.0,"body":"ahead"},{"speaker":"John Weaver","startTime":1529.0,"endTime":1532.0,"body":"drop us development"},{"speaker":"John Weaver","startTime":1529.0,"endTime":1532.0,"body":"arm that's seven for energy,"},{"speaker":"John Weaver","startTime":1532.0,"endTime":1532.3600000000001,"body":"right?"},{"speaker":"Scott Moskowitz","startTime":1533.23,"endTime":1536.53,"body":"There's some"},{"speaker":"Scott Moskowitz","startTime":1533.23,"endTime":1536.53,"body":"top two entities in the broader"},{"speaker":"Scott Moskowitz","startTime":1536.53,"endTime":1540.04,"body":"umbrella, there's 174 Power"},{"speaker":"Scott Moskowitz","startTime":1536.53,"endTime":1540.04,"body":"global. And then there's another"},{"speaker":"Scott Moskowitz","startTime":1540.04,"endTime":1543.13,"body":"entity that is the one that's"},{"speaker":"Scott Moskowitz","startTime":1540.04,"endTime":1543.13,"body":"working with Microsoft comm know"},{"speaker":"Scott Moskowitz","startTime":1543.13,"endTime":1549.6100000000001,"body":"how to use those USA and USA and"},{"speaker":"Scott Moskowitz","startTime":1543.13,"endTime":1549.6100000000001,"body":"in the module entity are under"},{"speaker":"Scott Moskowitz","startTime":1549.6100000000001,"endTime":1554.32,"body":"the same general work. They're"},{"speaker":"Scott Moskowitz","startTime":1549.6100000000001,"endTime":1554.32,"body":"under the same general umbrella"},{"speaker":"Scott Moskowitz","startTime":1554.32,"endTime":1558.01,"body":"work very closely together. But"},{"speaker":"Scott Moskowitz","startTime":1554.32,"endTime":1558.01,"body":"both of those entities are"},{"speaker":"Scott Moskowitz","startTime":1558.22,"endTime":1562.57,"body":"utility developers, USA is"},{"speaker":"Scott Moskowitz","startTime":1558.22,"endTime":1562.57,"body":"actually formed, was released"},{"speaker":"Scott Moskowitz","startTime":1562.57,"endTime":1567.67,"body":"predominantly in EPC. For doing"},{"speaker":"Scott Moskowitz","startTime":1562.57,"endTime":1567.67,"body":"all the engineering, procurement"},{"speaker":"Scott Moskowitz","startTime":1567.67,"endTime":1571.99,"body":"and construction work. And yeah,"},{"speaker":"Scott Moskowitz","startTime":1567.67,"endTime":1571.99,"body":"we do that. And of course, like"},{"speaker":"Scott Moskowitz","startTime":1571.99,"endTime":1576.04,"body":"on the residential side, we have"},{"speaker":"Scott Moskowitz","startTime":1571.99,"endTime":1576.04,"body":"financing arms, we've got"},{"speaker":"Scott Moskowitz","startTime":1576.04,"endTime":1579.7,"body":"software to both software"},{"speaker":"Scott Moskowitz","startTime":1576.04,"endTime":1579.7,"body":"technology we invested in"},{"speaker":"Scott Moskowitz","startTime":1580.45,"endTime":1584.83,"body":"acquired jelly a couple of years"},{"speaker":"Scott Moskowitz","startTime":1580.45,"endTime":1584.83,"body":"really Yes. Have Been working on"},{"speaker":"Scott Moskowitz","startTime":1584.83,"endTime":1587.17,"body":"commercial into some commercial"},{"speaker":"Scott Moskowitz","startTime":1584.83,"endTime":1587.17,"body":"offerings for a while."},{"speaker":"John Weaver","startTime":1589.21,"endTime":1594.28,"body":"I covered with PV"},{"speaker":"John Weaver","startTime":1589.21,"endTime":1594.28,"body":"PV magazine scuze me uncovered a"},{"speaker":"John Weaver","startTime":1594.55,"endTime":1599.89,"body":"a 174 project recently, and in"},{"speaker":"John Weaver","startTime":1594.55,"endTime":1599.89,"body":"our research, we figured out Oh"},{"speaker":"John Weaver","startTime":1599.89,"endTime":1605.05,"body":"look, it's owned by Harnois as a"},{"speaker":"John Weaver","startTime":1599.89,"endTime":1605.05,"body":"Uh, you know, just going up the"},{"speaker":"John Weaver","startTime":1605.05,"endTime":1610.15,"body":"line. So I thought that was"},{"speaker":"John Weaver","startTime":1605.05,"endTime":1610.15,"body":"neat. Are you conscious? And"},{"speaker":"John Weaver","startTime":1610.15,"endTime":1613.18,"body":"this is me getting into the Sci"},{"speaker":"John Weaver","startTime":1610.15,"endTime":1613.18,"body":"Fi whiz bang stuff, Scott. So"},{"speaker":"John Weaver","startTime":1613.27,"endTime":1620.23,"body":"sorry. Are you conscious of any"},{"speaker":"John Weaver","startTime":1613.27,"endTime":1620.23,"body":"perovskite work that's going on"},{"speaker":"John Weaver","startTime":1620.23,"endTime":1623.5,"body":"in Europe? And I don't know if"},{"speaker":"John Weaver","startTime":1620.23,"endTime":1623.5,"body":"you just know any of the cool"},{"speaker":"John Weaver","startTime":1623.5,"endTime":1627.8500000000001,"body":"stuff I Harnois has, via their"},{"speaker":"John Weaver","startTime":1623.5,"endTime":1627.8500000000001,"body":"cue. Tell me. So first of all,"},{"speaker":"John Weaver","startTime":1627.8500000000001,"endTime":1632.02,"body":"for people that don't know Q"},{"speaker":"John Weaver","startTime":1627.8500000000001,"endTime":1632.02,"body":"sells is a German manufacturer,"},{"speaker":"John Weaver","startTime":1632.05,"endTime":1636.58,"body":"a German scientists group that"},{"speaker":"John Weaver","startTime":1632.05,"endTime":1636.58,"body":"the Harnois conglomerate, which"},{"speaker":"John Weaver","startTime":1636.58,"endTime":1641.08,"body":"is a South Korean major, massive"},{"speaker":"John Weaver","startTime":1636.58,"endTime":1641.08,"body":"conglomerate, they do everything"},{"speaker":"John Weaver","startTime":1641.32,"endTime":1645.67,"body":"they block you so time ago. So"},{"speaker":"John Weaver","startTime":1641.32,"endTime":1645.67,"body":"there's some DNA, European"},{"speaker":"John Weaver","startTime":1645.67,"endTime":1651.55,"body":"design DNA, and now Q Cell slash"},{"speaker":"John Weaver","startTime":1645.67,"endTime":1651.55,"body":"hotwire, I don't know, I always"},{"speaker":"John Weaver","startTime":1651.55,"endTime":1658.45,"body":"mix up the the names, but Q cell"},{"speaker":"John Weaver","startTime":1651.55,"endTime":1658.45,"body":"has somehow tied into a European"},{"speaker":"John Weaver","startTime":1658.45,"endTime":1664.06,"body":"Commission that's developing a"},{"speaker":"John Weaver","startTime":1658.45,"endTime":1664.06,"body":"perovskite solar cell. And one"},{"speaker":"John Weaver","startTime":1664.06,"endTime":1666.6100000000001,"body":"of the people that are in it are"},{"speaker":"John Weaver","startTime":1664.06,"endTime":1666.6100000000001,"body":"one of my favourites. One of"},{"speaker":"John Weaver","startTime":1666.6100000000001,"endTime":1671.53,"body":"your competition. Sorry, Scott."},{"speaker":"John Weaver","startTime":1666.6100000000001,"endTime":1671.53,"body":"Marburger. But it's, do you have"},{"speaker":"John Weaver","startTime":1671.53,"endTime":1674.92,"body":"any cool info on? You know, are"},{"speaker":"John Weaver","startTime":1671.53,"endTime":1674.92,"body":"we gonna have prostate solar"},{"speaker":"John Weaver","startTime":1674.92,"endTime":1677.1100000000001,"body":"cells tomorrow? I know we're"},{"speaker":"John Weaver","startTime":1674.92,"endTime":1677.1100000000001,"body":"not. But I just want to say it"},{"speaker":"John Weaver","startTime":1677.1100000000001,"endTime":1677.59,"body":"anyway."},{"speaker":"Scott Moskowitz","startTime":1678.759,"endTime":1681.039,"body":"Nothing that I"},{"speaker":"Scott Moskowitz","startTime":1678.759,"endTime":1681.039,"body":"can disclose publicly right now."},{"speaker":"Scott Moskowitz","startTime":1681.069,"endTime":1684.759,"body":"But yeah, we've been working on"},{"speaker":"Scott Moskowitz","startTime":1681.069,"endTime":1684.759,"body":"tandem cells with Grace guy"},{"speaker":"Scott Moskowitz","startTime":1684.759,"endTime":1687.339,"body":"technology for a little while."},{"speaker":"Scott Moskowitz","startTime":1684.759,"endTime":1687.339,"body":"We talked about that as part of"},{"speaker":"Scott Moskowitz","startTime":1687.339,"endTime":1690.159,"body":"our long term vision and"},{"speaker":"Scott Moskowitz","startTime":1687.339,"endTime":1690.159,"body":"roadmap. And I think everyone"},{"speaker":"Scott Moskowitz","startTime":1690.159,"endTime":1693.909,"body":"recognises that perovskites that"},{"speaker":"Scott Moskowitz","startTime":1690.159,"endTime":1693.909,"body":"have a tonne of promise, they"},{"speaker":"Scott Moskowitz","startTime":1693.909,"endTime":1696.039,"body":"can add a lot of efficiency,"},{"speaker":"Scott Moskowitz","startTime":1693.909,"endTime":1696.039,"body":"they have really strong"},{"speaker":"Scott Moskowitz","startTime":1696.039,"endTime":1699.969,"body":"theoretical values, there's some"},{"speaker":"Scott Moskowitz","startTime":1696.039,"endTime":1699.969,"body":"work to do to get them to be"},{"speaker":"Scott Moskowitz","startTime":1700.329,"endTime":1703.659,"body":"durable and ensure that they"},{"speaker":"Scott Moskowitz","startTime":1700.329,"endTime":1703.659,"body":"don't degrade. But otherwise,"},{"speaker":"Scott Moskowitz","startTime":1703.659,"endTime":1708.039,"body":"yeah, I think all of us probably"},{"speaker":"Scott Moskowitz","startTime":1703.659,"endTime":1708.039,"body":"in the sector are looking at at"},{"speaker":"Scott Moskowitz","startTime":1708.039,"endTime":1711.189,"body":"any given time. What's the next"},{"speaker":"Scott Moskowitz","startTime":1708.039,"endTime":1711.189,"body":"evolution of technology? How do"},{"speaker":"Scott Moskowitz","startTime":1711.189,"endTime":1713.319,"body":"we get these products, cheaper"},{"speaker":"Scott Moskowitz","startTime":1711.189,"endTime":1713.319,"body":"products, cheaper, more"},{"speaker":"Scott Moskowitz","startTime":1713.319,"endTime":1715.779,"body":"efficient? What are customers"},{"speaker":"Scott Moskowitz","startTime":1713.319,"endTime":1715.779,"body":"demanding? Whether they want to"},{"speaker":"Scott Moskowitz","startTime":1715.779,"endTime":1717.939,"body":"put on rooftops whether they"},{"speaker":"Scott Moskowitz","startTime":1715.779,"endTime":1717.939,"body":"want to empower clients out"},{"speaker":"Scott Moskowitz","startTime":1717.939,"endTime":1721.839,"body":"there? And so yeah, we're we're"},{"speaker":"Scott Moskowitz","startTime":1717.939,"endTime":1721.839,"body":"always looking to explore those"},{"speaker":"Scott Moskowitz","startTime":1721.839,"endTime":1722.229,"body":"things."},{"speaker":"John Weaver","startTime":1723.16,"endTime":1725.77,"body":"I noticed you said,"},{"speaker":"John Weaver","startTime":1723.16,"endTime":1725.77,"body":"you don't have anything you can"},{"speaker":"John Weaver","startTime":1725.77,"endTime":1729.07,"body":"publicly disclose. So what that"},{"speaker":"John Weaver","startTime":1725.77,"endTime":1729.07,"body":"what I'm how I'm going to"},{"speaker":"John Weaver","startTime":1729.07,"endTime":1731.92,"body":"interpret that? Is that Hey,"},{"speaker":"John Weaver","startTime":1729.07,"endTime":1731.92,"body":"everybody, next time, you see"},{"speaker":"John Weaver","startTime":1731.92,"endTime":1735.19,"body":"Scott asked him about stuff that"},{"speaker":"John Weaver","startTime":1731.92,"endTime":1735.19,"body":"he's not allowed to publicly"},{"speaker":"John Weaver","startTime":1735.19,"endTime":1738.1000000000001,"body":"disclose, see if you can get"},{"speaker":"John Weaver","startTime":1735.19,"endTime":1738.1000000000001,"body":"some good information out of"},{"speaker":"John Weaver","startTime":1738.1000000000001,"endTime":1741.01,"body":"him. So and let us know so that"},{"speaker":"John Weaver","startTime":1738.1000000000001,"endTime":1741.01,"body":"we can disclose it."},{"speaker":"Tim Montague","startTime":1742.42,"endTime":1745.45,"body":"Cool. Anything"},{"speaker":"Tim Montague","startTime":1742.42,"endTime":1745.45,"body":"else? We should be asking about"},{"speaker":"Tim Montague","startTime":1745.45,"endTime":1747.19,"body":"Scott that we haven't talked"},{"speaker":"Tim Montague","startTime":1745.45,"endTime":1747.19,"body":"about so far?"},{"speaker":"Scott Moskowitz","startTime":1748.839,"endTime":1751.1490000000001,"body":"Oh, my"},{"speaker":"Scott Moskowitz","startTime":1748.839,"endTime":1751.1490000000001,"body":"goodness. There's I just took"},{"speaker":"Scott Moskowitz","startTime":1751.1490000000001,"endTime":1754.179,"body":"all the time that there's never"},{"speaker":"Scott Moskowitz","startTime":1751.1490000000001,"endTime":1754.179,"body":"adult in the centre, there's"},{"speaker":"Scott Moskowitz","startTime":1754.179,"endTime":1757.059,"body":"always something happening,"},{"speaker":"Scott Moskowitz","startTime":1754.179,"endTime":1757.059,"body":"something changing something"},{"speaker":"Scott Moskowitz","startTime":1757.059,"endTime":1760.689,"body":"crazy going on. And so I think"},{"speaker":"Scott Moskowitz","startTime":1757.059,"endTime":1760.689,"body":"for now, it's good news, and"},{"speaker":"Scott Moskowitz","startTime":1760.689,"endTime":1763.809,"body":"that most of it is pretty"},{"speaker":"Scott Moskowitz","startTime":1760.689,"endTime":1763.809,"body":"positive. So lots of exciting"},{"speaker":"Scott Moskowitz","startTime":1763.809,"endTime":1766.809,"body":"things ahead. Thrilled to talk"},{"speaker":"Scott Moskowitz","startTime":1763.809,"endTime":1766.809,"body":"to you and you get to share some"},{"speaker":"Scott Moskowitz","startTime":1766.809,"endTime":1770.1390000000001,"body":"of the stories and Yeah,"},{"speaker":"Scott Moskowitz","startTime":1766.809,"endTime":1770.1390000000001,"body":"appreciate all you guys do to to"},{"speaker":"Scott Moskowitz","startTime":1770.229,"endTime":1771.819,"body":"publicise it and keep folks"},{"speaker":"Scott Moskowitz","startTime":1770.229,"endTime":1771.819,"body":"informed."},{"speaker":"Tim Montague","startTime":1773.799,"endTime":1775.3890000000001,"body":"Yeah, well, thank"},{"speaker":"Tim Montague","startTime":1773.799,"endTime":1775.3890000000001,"body":"you for being here. Scott"},{"speaker":"Tim Montague","startTime":1775.3890000000001,"endTime":1778.659,"body":"Moscowitz. With Q sells, we look"},{"speaker":"Tim Montague","startTime":1775.3890000000001,"endTime":1778.659,"body":"forward to visiting you in"},{"speaker":"Tim Montague","startTime":1778.659,"endTime":1781.929,"body":"Georgia and seeing those"},{"speaker":"Tim Montague","startTime":1778.659,"endTime":1781.929,"body":"factories expand and come out of"},{"speaker":"Tim Montague","startTime":1781.929,"endTime":1786.429,"body":"the ground. And with that, I"},{"speaker":"Tim Montague","startTime":1781.929,"endTime":1786.429,"body":"think we will move on and say"},{"speaker":"Tim Montague","startTime":1786.429,"endTime":1787.6290000000001,"body":"Sayonara, Scott."},{"speaker":"Scott Moskowitz","startTime":1788.319,"endTime":1789.249,"body":"Thanks, guys."},{"speaker":"Scott Moskowitz","startTime":1788.319,"endTime":1789.249,"body":"Have a good day."},{"speaker":"Tim Montague","startTime":1792.64,"endTime":1794.32,"body":"All right, John."},{"speaker":"Tim Montague","startTime":1792.64,"endTime":1794.32,"body":"Well, that was that was very"},{"speaker":"Tim Montague","startTime":1794.32,"endTime":1800.26,"body":"cool. Great to have a legendary"},{"speaker":"Tim Montague","startTime":1794.32,"endTime":1800.26,"body":"manufacturer like yourselves on"},{"speaker":"Tim Montague","startTime":1800.26,"endTime":1804.43,"body":"the show. Can't tell you how"},{"speaker":"Tim Montague","startTime":1800.26,"endTime":1804.43,"body":"many developers I talked to"},{"speaker":"Tim Montague","startTime":1804.43,"endTime":1807.31,"body":"developers and installers, you"},{"speaker":"Tim Montague","startTime":1804.43,"endTime":1807.31,"body":"know, who are using q cells, we"},{"speaker":"Tim Montague","startTime":1807.31,"endTime":1814.96,"body":"used q cells on several projects"},{"speaker":"Tim Montague","startTime":1807.31,"endTime":1814.96,"body":"at continental and they're,"},{"speaker":"Tim Montague","startTime":1815.6200000000001,"endTime":1820.15,"body":"yeah, they're just a beast. So"},{"speaker":"Tim Montague","startTime":1815.6200000000001,"endTime":1820.15,"body":"great company. And it's great to"},{"speaker":"Tim Montague","startTime":1820.15,"endTime":1824.38,"body":"see real soup to nuts, solar"},{"speaker":"Tim Montague","startTime":1820.15,"endTime":1824.38,"body":"panel manufacturing coming to"},{"speaker":"Tim Montague","startTime":1824.38,"endTime":1829.09,"body":"the US. That is what is really"},{"speaker":"Tim Montague","startTime":1824.38,"endTime":1829.09,"body":"exciting about IRA. And now"},{"speaker":"Tim Montague","startTime":1829.09,"endTime":1833.8,"body":"first solar has a true"},{"speaker":"Tim Montague","startTime":1829.09,"endTime":1833.8,"body":"competitor, so to speak. for"},{"speaker":"Tim Montague","startTime":1833.8,"endTime":1836.47,"body":"solar, obviously, manufacturing"},{"speaker":"Tim Montague","startTime":1833.8,"endTime":1836.47,"body":"thin film panels, totally"},{"speaker":"Tim Montague","startTime":1836.47,"endTime":1842.32,"body":"different technology. And they"},{"speaker":"Tim Montague","startTime":1836.47,"endTime":1842.32,"body":"too are expanding. It's time to"},{"speaker":"Tim Montague","startTime":1842.32,"endTime":1846.31,"body":"get get first solar on the show."},{"speaker":"Tim Montague","startTime":1842.32,"endTime":1846.31,"body":"I think I've I've geeked out"},{"speaker":"Tim Montague","startTime":1846.31,"endTime":1852.22,"body":"with them on their software that"},{"speaker":"Tim Montague","startTime":1846.31,"endTime":1852.22,"body":"got bought by Tara bass, but"},{"speaker":"Tim Montague","startTime":1852.49,"endTime":1857.29,"body":"never talked solar panels with"},{"speaker":"Tim Montague","startTime":1852.49,"endTime":1857.29,"body":"with first solar. We got bogged"},{"speaker":"Tim Montague","startTime":1857.29,"endTime":1860.29,"body":"down in a conversation about"},{"speaker":"Tim Montague","startTime":1857.29,"endTime":1860.29,"body":"sustainability. And they wanted"},{"speaker":"Tim Montague","startTime":1860.29,"endTime":1863.83,"body":"me to give them 10 questions I"},{"speaker":"Tim Montague","startTime":1860.29,"endTime":1863.83,"body":"was gonna ask or something and I"},{"speaker":"Tim Montague","startTime":1863.83,"endTime":1867.1000000000001,"body":"could never digest all of their"},{"speaker":"Tim Montague","startTime":1863.83,"endTime":1867.1000000000001,"body":"marketing material now because"},{"speaker":"Tim Montague","startTime":1867.1000000000001,"endTime":1870.49,"body":"they're very, they're very"},{"speaker":"Tim Montague","startTime":1867.1000000000001,"endTime":1870.49,"body":"focused on you know, Cradle to"},{"speaker":"Tim Montague","startTime":1870.49,"endTime":1876.16,"body":"Cradle at first solar,"},{"speaker":"Tim Montague","startTime":1870.49,"endTime":1876.16,"body":"rightfully so because, you know,"},{"speaker":"Tim Montague","startTime":1876.22,"endTime":1881.02,"body":"the cadmium telluride is well"},{"speaker":"Tim Montague","startTime":1876.22,"endTime":1881.02,"body":"known for being toxic. Cadmium"},{"speaker":"Tim Montague","startTime":1881.02,"endTime":1884.53,"body":"is a heavy metal and so you"},{"speaker":"Tim Montague","startTime":1881.02,"endTime":1884.53,"body":"don't want that stuff getting"},{"speaker":"Tim Montague","startTime":1884.53,"endTime":1888.7,"body":"out in the environment. But"},{"speaker":"Tim Montague","startTime":1884.53,"endTime":1888.7,"body":"shall we? Should we dive into"},{"speaker":"Tim Montague","startTime":1888.7,"endTime":1890.3500000000001,"body":"the news for the next half an"},{"speaker":"Tim Montague","startTime":1888.7,"endTime":1890.3500000000001,"body":"hour, John,"},{"speaker":"John Weaver","startTime":1891.309,"endTime":1894.849,"body":"can you use Timothy"},{"speaker":"John Weaver","startTime":1891.309,"endTime":1894.849,"body":"there's always news. I think"},{"speaker":"John Weaver","startTime":1894.849,"endTime":1899.409,"body":"it's cool that Q sells here."},{"speaker":"John Weaver","startTime":1894.849,"endTime":1899.409,"body":"Customers seem to be happy with"},{"speaker":"John Weaver","startTime":1899.409,"endTime":1902.469,"body":"their product. They always seem"},{"speaker":"John Weaver","startTime":1899.409,"endTime":1902.469,"body":"to be delivered. I don't have"},{"speaker":"John Weaver","startTime":1902.469,"endTime":1910.119,"body":"Bad modules. I appreciate that"},{"speaker":"John Weaver","startTime":1902.469,"endTime":1910.119,"body":"Scott jumped on here. The the"},{"speaker":"John Weaver","startTime":1910.119,"endTime":1914.769,"body":"push that they had through their"},{"speaker":"John Weaver","startTime":1910.119,"endTime":1914.769,"body":"senator was very helpful and"},{"speaker":"John Weaver","startTime":1914.769,"endTime":1918.759,"body":"very valuable. The Georgia"},{"speaker":"John Weaver","startTime":1914.769,"endTime":1918.759,"body":"voters have really been an"},{"speaker":"John Weaver","startTime":1918.759,"endTime":1924.609,"body":"integral part of the IRA. And so"},{"speaker":"John Weaver","startTime":1918.759,"endTime":1924.609,"body":"it's, it's cool. It's cool that"},{"speaker":"John Weaver","startTime":1924.789,"endTime":1928.959,"body":"Scott and Q Sal are part of it."},{"speaker":"John Weaver","startTime":1924.789,"endTime":1928.959,"body":"They were helped to push. And"},{"speaker":"John Weaver","startTime":1928.959,"endTime":1932.6490000000001,"body":"sia and Abby, and I can't"},{"speaker":"John Weaver","startTime":1928.959,"endTime":1932.6490000000001,"body":"remember Abby's last name right"},{"speaker":"John Weaver","startTime":1932.6490000000001,"endTime":1938.229,"body":"now. Goodness, Abby, something,"},{"speaker":"John Weaver","startTime":1932.6490000000001,"endTime":1938.229,"body":"Abby, but Abby hopper? Yes, sir."},{"speaker":"John Weaver","startTime":1938.229,"endTime":1942.339,"body":"Thank you. Sorry, Abby, I forgot"},{"speaker":"John Weaver","startTime":1938.229,"endTime":1942.339,"body":"your last name. So I know Abby,"},{"speaker":"John Weaver","startTime":1942.519,"endTime":1945.309,"body":"because I follow her on Twitter."},{"speaker":"John Weaver","startTime":1942.519,"endTime":1945.309,"body":"And she always drinks Dunkin"},{"speaker":"John Weaver","startTime":1945.309,"endTime":1948.219,"body":"Donuts. And she always takes"},{"speaker":"John Weaver","startTime":1945.309,"endTime":1948.219,"body":"pictures when she's behind the"},{"speaker":"John Weaver","startTime":1948.219,"endTime":1952.569,"body":"seat. And she's like going to"},{"speaker":"John Weaver","startTime":1948.219,"endTime":1952.569,"body":"Atlanta, and she's got to work."},{"speaker":"John Weaver","startTime":1953.469,"endTime":1958.479,"body":"So I know that a lot of a lot of"},{"speaker":"John Weaver","startTime":1953.469,"endTime":1958.479,"body":"labour, a lot of pushing,"},{"speaker":"John Weaver","startTime":1958.809,"endTime":1963.159,"body":"probably a lot of stress went"},{"speaker":"John Weaver","startTime":1958.809,"endTime":1963.159,"body":"into the work that q cells has"},{"speaker":"John Weaver","startTime":1963.159,"endTime":1967.299,"body":"done, and ESEA has done and"},{"speaker":"John Weaver","startTime":1963.159,"endTime":1967.299,"body":"everyone else down in Georgia."},{"speaker":"John Weaver","startTime":1967.599,"endTime":1972.009,"body":"And so anybody who's from"},{"speaker":"John Weaver","startTime":1967.599,"endTime":1972.009,"body":"Georgia, thank you for voting"},{"speaker":"John Weaver","startTime":1972.009,"endTime":1975.159,"body":"for your senators, because they"},{"speaker":"John Weaver","startTime":1972.009,"endTime":1975.159,"body":"were fundamental in us being"},{"speaker":"John Weaver","startTime":1975.159,"endTime":1977.859,"body":"able to get this through. And so"},{"speaker":"John Weaver","startTime":1975.159,"endTime":1977.859,"body":"many other things, of course,"},{"speaker":"John Weaver","startTime":1977.859,"endTime":1982.719,"body":"but you know, from a purely"},{"speaker":"John Weaver","startTime":1977.859,"endTime":1982.719,"body":"solar standpoint, is invaluable"},{"speaker":"John Weaver","startTime":1982.749,"endTime":1984.759,"body":"for for what we got going on"},{"speaker":"John Weaver","startTime":1982.749,"endTime":1984.759,"body":"now."},{"speaker":"Tim Montague","startTime":1984.97,"endTime":1989.71,"body":"Totally agree and"},{"speaker":"Tim Montague","startTime":1984.97,"endTime":1989.71,"body":"well, let's let's, let's get"},{"speaker":"Tim Montague","startTime":1989.71,"endTime":1993.16,"body":"into the news. We have a story"},{"speaker":"Tim Montague","startTime":1989.71,"endTime":1993.16,"body":"from Illinois, a couple of"},{"speaker":"Tim Montague","startTime":1993.16,"endTime":1996.6100000000001,"body":"stories from Illinois. And the"},{"speaker":"Tim Montague","startTime":1993.16,"endTime":1996.6100000000001,"body":"first one is Wait, yeah,"},{"speaker":"John Weaver","startTime":1996.64,"endTime":2000.3,"body":"sorry, I didn't"},{"speaker":"John Weaver","startTime":1996.64,"endTime":2000.3,"body":"interrupt. Um, so CPS, you got"},{"speaker":"John Weaver","startTime":2000.3,"endTime":2005.7,"body":"to CPS, people to work with you."},{"speaker":"John Weaver","startTime":2000.3,"endTime":2005.7,"body":"Does that mean we can do some"},{"speaker":"John Weaver","startTime":2005.7,"endTime":2011.16,"body":"training on CPS gear because I"},{"speaker":"John Weaver","startTime":2005.7,"endTime":2011.16,"body":"as a small time installer, I'm"},{"speaker":"John Weaver","startTime":2011.16,"endTime":2014.34,"body":"having challenges getting"},{"speaker":"John Weaver","startTime":2011.16,"endTime":2014.34,"body":"certain gear coming up over the"},{"speaker":"John Weaver","startTime":2014.34,"endTime":2018.18,"body":"next year. And I'm told that I"},{"speaker":"John Weaver","startTime":2014.34,"endTime":2018.18,"body":"should be checking out the 25 Kw"},{"speaker":"John Weaver","startTime":2018.3600000000001,"endTime":2025.17,"body":"CPS unit. So I need to get some"},{"speaker":"John Weaver","startTime":2018.3600000000001,"endTime":2025.17,"body":"spec pages and some documents,"},{"speaker":"John Weaver","startTime":2025.32,"endTime":2028.02,"body":"if you could, Tim, now that you"},{"speaker":"John Weaver","startTime":2025.32,"endTime":2028.02,"body":"have a connection and a"},{"speaker":"John Weaver","startTime":2028.02,"endTime":2030.84,"body":"congratulations, this is my"},{"speaker":"John Weaver","startTime":2028.02,"endTime":2030.84,"body":"first time hearing about you"},{"speaker":"John Weaver","startTime":2031.1100000000001,"endTime":2033.66,"body":"getting a sponsorship, I just"},{"speaker":"John Weaver","startTime":2031.1100000000001,"endTime":2033.66,"body":"hang out with you. Because I"},{"speaker":"John Weaver","startTime":2033.66,"endTime":2037.2,"body":"like to you let me run my mouth"},{"speaker":"John Weaver","startTime":2033.66,"endTime":2037.2,"body":"and talk about solar. But now"},{"speaker":"John Weaver","startTime":2037.2,"endTime":2039.93,"body":"that you have a sponsor, that"},{"speaker":"John Weaver","startTime":2037.2,"endTime":2039.93,"body":"means you're big time. So so"},{"speaker":"John Weaver","startTime":2039.93,"endTime":2041.25,"body":"good. So cool. And"},{"speaker":"Tim Montague","startTime":2041.28,"endTime":2044.67,"body":"and you know, it's"},{"speaker":"Tim Montague","startTime":2041.28,"endTime":2044.67,"body":"great to have chin power systems"},{"speaker":"Tim Montague","startTime":2044.67,"endTime":2048.63,"body":"as a sponsor because I am near"},{"speaker":"Tim Montague","startTime":2044.67,"endTime":2048.63,"body":"their products are near and dear"},{"speaker":"Tim Montague","startTime":2048.63,"endTime":2052.5899999999997,"body":"to my heart. We've installed"},{"speaker":"Tim Montague","startTime":2048.63,"endTime":2052.5899999999997,"body":"many 125 Kw chintan burners here"},{"speaker":"Tim Montague","startTime":2052.5899999999997,"endTime":2057.06,"body":"in the Illinois community solar"},{"speaker":"Tim Montague","startTime":2052.5899999999997,"endTime":2057.06,"body":"market, they they dominate the"},{"speaker":"Tim Montague","startTime":2057.06,"endTime":2060.6,"body":"community solar market across"},{"speaker":"Tim Montague","startTime":2057.06,"endTime":2060.6,"body":"the US with their 125 Now"},{"speaker":"Tim Montague","startTime":2060.6,"endTime":2065.49,"body":"they're pumping out 250 and 300"},{"speaker":"Tim Montague","startTime":2060.6,"endTime":2065.49,"body":"Kw inverters going after larger"},{"speaker":"Tim Montague","startTime":2065.49,"endTime":2071.91,"body":"utility projects. So of course"},{"speaker":"Tim Montague","startTime":2065.49,"endTime":2071.91,"body":"you can I can I can help you"},{"speaker":"Tim Montague","startTime":2071.91,"endTime":2077.16,"body":"connect to their technical staff"},{"speaker":"Tim Montague","startTime":2071.91,"endTime":2077.16,"body":"come to Dallas on March 14, fail"},{"speaker":"Tim Montague","startTime":2077.16,"endTime":2081.15,"body":"and geek out with with their"},{"speaker":"Tim Montague","startTime":2077.16,"endTime":2081.15,"body":"staff live, I would say, you"},{"speaker":"Tim Montague","startTime":2081.15,"endTime":2083.52,"body":"know, Dallas is easy to get to."},{"speaker":"Tim Montague","startTime":2081.15,"endTime":2083.52,"body":"That's one of the nice things I"},{"speaker":"Tim Montague","startTime":2083.52,"endTime":2086.4,"body":"have a direct flight from"},{"speaker":"Tim Montague","startTime":2083.52,"endTime":2086.4,"body":"Champaign, to Dallas, I'm"},{"speaker":"Tim Montague","startTime":2086.4,"endTime":2090.5699999999997,"body":"excited for that. And but yeah,"},{"speaker":"Tim Montague","startTime":2086.4,"endTime":2090.5699999999997,"body":"best of breed three string"},{"speaker":"Tim Montague","startTime":2090.5699999999997,"endTime":2095.49,"body":"inverters and also getting into"},{"speaker":"Tim Montague","startTime":2090.5699999999997,"endTime":2095.49,"body":"storage. So check them out cheap"},{"speaker":"Tim Montague","startTime":2095.49,"endTime":2100.32,"body":"power systems.com, we will be"},{"speaker":"Tim Montague","startTime":2095.49,"endTime":2100.32,"body":"bringing you a couple of while"},{"speaker":"Tim Montague","startTime":2100.32,"endTime":2105.51,"body":"we'll be doing a quarterly"},{"speaker":"Tim Montague","startTime":2100.32,"endTime":2105.51,"body":"interview with cient and or"},{"speaker":"Tim Montague","startTime":2105.51,"endTime":2109.23,"body":"cient, and their customers. So"},{"speaker":"Tim Montague","startTime":2105.51,"endTime":2109.23,"body":"you'll see four sponsored"},{"speaker":"Tim Montague","startTime":2109.23,"endTime":2113.04,"body":"episodes coming out on the Clean"},{"speaker":"Tim Montague","startTime":2109.23,"endTime":2113.04,"body":"Power Hour, and then occasional"},{"speaker":"Tim Montague","startTime":2114.21,"endTime":2118.1400000000003,"body":"product reviews or product"},{"speaker":"Tim Montague","startTime":2114.21,"endTime":2118.1400000000003,"body":"spotlights or project spotlights"},{"speaker":"Tim Montague","startTime":2118.17,"endTime":2122.4300000000003,"body":"on the live. So definitely,"},{"speaker":"Tim Montague","startTime":2118.17,"endTime":2122.4300000000003,"body":"please reach out to me if you"},{"speaker":"Tim Montague","startTime":2122.4300000000003,"endTime":2126.3900000000003,"body":"are a manufacturer, and want to"},{"speaker":"Tim Montague","startTime":2122.4300000000003,"endTime":2126.3900000000003,"body":"get your product on the Clean"},{"speaker":"Tim Montague","startTime":2126.3900000000003,"endTime":2130.92,"body":"Power Hour bringing you to our"},{"speaker":"Tim Montague","startTime":2126.3900000000003,"endTime":2130.92,"body":"1000s and 1000s of engineers,"},{"speaker":"Tim Montague","startTime":2131.52,"endTime":2137.13,"body":"EPCs financiers, project owners,"},{"speaker":"Tim Montague","startTime":2131.52,"endTime":2137.13,"body":"asset owners IPPs. Please reach"},{"speaker":"Tim Montague","startTime":2137.13,"endTime":2140.13,"body":"out to me Tim at clean power"},{"speaker":"Tim Montague","startTime":2137.13,"endTime":2140.13,"body":"hour.com Or just go to the"},{"speaker":"Tim Montague","startTime":2140.28,"endTime":2144.1200000000003,"body":"website and fill out the contact"},{"speaker":"Tim Montague","startTime":2140.28,"endTime":2144.1200000000003,"body":"us form. And I can send you our"},{"speaker":"Tim Montague","startTime":2144.1200000000003,"endTime":2149.25,"body":"media kit, which is a beautiful"},{"speaker":"Tim Montague","startTime":2144.1200000000003,"endTime":2149.25,"body":"document. So thank you for your"},{"speaker":"Tim Montague","startTime":2149.25,"endTime":2149.79,"body":"great idea."},{"speaker":"John Weaver","startTime":2149.79,"endTime":2154.38,"body":"Tim. If we were to"},{"speaker":"John Weaver","startTime":2149.79,"endTime":2154.38,"body":"review one component per week"},{"speaker":"John Weaver","startTime":2154.38,"endTime":2158.8500000000004,"body":"from some random manufacturer,"},{"speaker":"John Weaver","startTime":2154.38,"endTime":2158.8500000000004,"body":"just come times, it's hard. And"},{"speaker":"John Weaver","startTime":2158.8500000000004,"endTime":2162.21,"body":"I'm still a small shop. So I"},{"speaker":"John Weaver","startTime":2158.8500000000004,"endTime":2162.21,"body":"know there's procurement"},{"speaker":"John Weaver","startTime":2162.21,"endTime":2164.7900000000004,"body":"specialists who just know"},{"speaker":"John Weaver","startTime":2162.21,"endTime":2164.7900000000004,"body":"everybody by the back of their"},{"speaker":"John Weaver","startTime":2164.7900000000004,"endTime":2168.7200000000003,"body":"hand. But it's it's tough. I"},{"speaker":"John Weaver","startTime":2164.7900000000004,"endTime":2168.7200000000003,"body":"mean, when you you were working"},{"speaker":"John Weaver","startTime":2168.7200000000003,"endTime":2172.6200000000003,"body":"for a big EPC and they were an"},{"speaker":"John Weaver","startTime":2168.7200000000003,"endTime":2172.6200000000003,"body":"electrical shock. Did you have"},{"speaker":"John Weaver","startTime":2172.6200000000003,"endTime":2175.6200000000003,"body":"to deal with procurement"},{"speaker":"John Weaver","startTime":2172.6200000000003,"endTime":2175.6200000000003,"body":"directly? And like did you have"},{"speaker":"John Weaver","startTime":2175.6200000000003,"endTime":2178.59,"body":"like a connection to say CPS or"},{"speaker":"John Weaver","startTime":2175.6200000000003,"endTime":2178.59,"body":"whomever? Or did you have"},{"speaker":"John Weaver","startTime":2178.59,"endTime":2181.44,"body":"somebody who's doing all your"},{"speaker":"John Weaver","startTime":2178.59,"endTime":2181.44,"body":"procurement after it goes"},{"speaker":"John Weaver","startTime":2181.44,"endTime":2183.9300000000003,"body":"through your engineering"},{"speaker":"John Weaver","startTime":2181.44,"endTime":2183.9300000000003,"body":"engineering team? Well, it"},{"speaker":"Tim Montague","startTime":2183.9300000000003,"endTime":2185.82,"body":"was a mixed bag,"},{"speaker":"Tim Montague","startTime":2183.9300000000003,"endTime":2185.82,"body":"right? Because we were doing a"},{"speaker":"Tim Montague","startTime":2185.82,"endTime":2188.8500000000004,"body":"lot of work for developers and"},{"speaker":"Tim Montague","startTime":2185.82,"endTime":2188.8500000000004,"body":"so the developers were often"},{"speaker":"Tim Montague","startTime":2188.8500000000004,"endTime":2192.9,"body":"doing the procurement"},{"speaker":"Tim Montague","startTime":2188.8500000000004,"endTime":2192.9,"body":"themselves. And I Tim Montague"},{"speaker":"Tim Montague","startTime":2192.9300000000003,"endTime":2195.42,"body":"never got directly involved in"},{"speaker":"Tim Montague","startTime":2192.9300000000003,"endTime":2195.42,"body":"procurement. It was the project"},{"speaker":"Tim Montague","startTime":2195.42,"endTime":2198.57,"body":"managers that were doing the"},{"speaker":"Tim Montague","startTime":2195.42,"endTime":2198.57,"body":"procurement and then in"},{"speaker":"Tim Montague","startTime":2198.57,"endTime":2201.0600000000004,"body":"collaboration with the"},{"speaker":"Tim Montague","startTime":2198.57,"endTime":2201.0600000000004,"body":"procurement department at"},{"speaker":"Tim Montague","startTime":2201.0600000000004,"endTime":2205.7400000000002,"body":"continental But so there's many"},{"speaker":"Tim Montague","startTime":2201.0600000000004,"endTime":2205.7400000000002,"body":"layers to that. But, you know, I"},{"speaker":"Tim Montague","startTime":2205.7400000000002,"endTime":2211.8,"body":"did always have an influence on"},{"speaker":"Tim Montague","startTime":2205.7400000000002,"endTime":2211.8,"body":"selection of product. And, you"},{"speaker":"Tim Montague","startTime":2211.8,"endTime":2215.4900000000002,"body":"know, there are many good solar"},{"speaker":"Tim Montague","startTime":2211.8,"endTime":2215.4900000000002,"body":"products. Solar is a mature"},{"speaker":"Tim Montague","startTime":2215.4900000000002,"endTime":2219.4500000000003,"body":"industry and that's one of our"},{"speaker":"Tim Montague","startTime":2215.4900000000002,"endTime":2219.4500000000003,"body":"challenges is finding the right"},{"speaker":"Tim Montague","startTime":2219.4500000000003,"endTime":2222.78,"body":"fit and availability with solar"},{"speaker":"Tim Montague","startTime":2219.4500000000003,"endTime":2222.78,"body":"panels for example, right,"},{"speaker":"Tim Montague","startTime":2223.05,"endTime":2225.84,"body":"you'll often have a brand in"},{"speaker":"Tim Montague","startTime":2223.05,"endTime":2225.84,"body":"mind but then when you go to"},{"speaker":"Tim Montague","startTime":2225.84,"endTime":2229.11,"body":"actually procure some panels you"},{"speaker":"Tim Montague","startTime":2225.84,"endTime":2229.11,"body":"go up well, they're sold out for"},{"speaker":"Tim Montague","startTime":2229.11,"endTime":2234.0000000000005,"body":"two years, or, or more. Now, you"},{"speaker":"Tim Montague","startTime":2229.11,"endTime":2234.0000000000005,"body":"know, supply chain is a real"},{"speaker":"Tim Montague","startTime":2234.0000000000005,"endTime":2237.9300000000003,"body":"challenge. And, and then you've"},{"speaker":"Tim Montague","startTime":2234.0000000000005,"endTime":2237.9300000000003,"body":"got things like the tariffs on"},{"speaker":"Tim Montague","startTime":2237.9300000000003,"endTime":2241.9800000000005,"body":"Chinese products. And so it's a"},{"speaker":"Tim Montague","startTime":2237.9300000000003,"endTime":2241.9800000000005,"body":"it's it's deep water, you've got"},{"speaker":"Tim Montague","startTime":2241.9800000000005,"endTime":2244.9500000000003,"body":"to really know what you're"},{"speaker":"Tim Montague","startTime":2241.9800000000005,"endTime":2244.9500000000003,"body":"doing. And, of course, you want"},{"speaker":"Tim Montague","startTime":2244.9500000000003,"endTime":2248.55,"body":"a high quality product that's"},{"speaker":"Tim Montague","startTime":2244.9500000000003,"endTime":2248.55,"body":"not going to break in, keep the"},{"speaker":"Tim Montague","startTime":2248.5800000000004,"endTime":2253.86,"body":"solar array up and running. And"},{"speaker":"Tim Montague","startTime":2248.5800000000004,"endTime":2253.86,"body":"that's also a thing you know,"},{"speaker":"Tim Montague","startTime":2253.86,"endTime":2257.01,"body":"there can be a race to the"},{"speaker":"Tim Montague","startTime":2253.86,"endTime":2257.01,"body":"bottom. Don't and don't instal"},{"speaker":"Tim Montague","startTime":2257.01,"endTime":2262.53,"body":"the cheapest equipment instal"},{"speaker":"Tim Montague","startTime":2257.01,"endTime":2262.53,"body":"the best equipment, because you"},{"speaker":"Tim Montague","startTime":2262.53,"endTime":2265.92,"body":"need that energy. You can't"},{"speaker":"Tim Montague","startTime":2262.53,"endTime":2265.92,"body":"monetize a solar facility if"},{"speaker":"Tim Montague","startTime":2265.92,"endTime":2266.7300000000005,"body":"it's not running."},{"speaker":"John Weaver","startTime":2268.44,"endTime":2271.4700000000003,"body":"All right,"},{"speaker":"John Weaver","startTime":2268.44,"endTime":2271.4700000000003,"body":"Illinois. Alright. So"},{"speaker":"John Weaver","startTime":2271.5000000000005,"endTime":2272.82,"body":"standardising laws."},{"speaker":"Tim Montague","startTime":2272.8500000000004,"endTime":2276.5400000000004,"body":"Yes, we are."},{"speaker":"Tim Montague","startTime":2272.8500000000004,"endTime":2276.5400000000004,"body":"There's a story in the National"},{"speaker":"Tim Montague","startTime":2276.5400000000004,"endTime":2281.34,"body":"Law Review. And the title is"},{"speaker":"Tim Montague","startTime":2276.5400000000004,"endTime":2281.34,"body":"Illinois enacts new law to"},{"speaker":"Tim Montague","startTime":2281.34,"endTime":2284.9100000000003,"body":"standardise local permitting for"},{"speaker":"Tim Montague","startTime":2281.34,"endTime":2284.9100000000003,"body":"renewable energy facilities."},{"speaker":"Tim Montague","startTime":2284.94,"endTime":2289.38,"body":"This was Monday, January 30. And"},{"speaker":"Tim Montague","startTime":2284.94,"endTime":2289.38,"body":"so Illinois has passed public"},{"speaker":"Tim Montague","startTime":2289.38,"endTime":2294.8700000000003,"body":"act 102 hyphen 1123, which"},{"speaker":"Tim Montague","startTime":2289.38,"endTime":2294.8700000000003,"body":"applies to wind and solar"},{"speaker":"Tim Montague","startTime":2294.8700000000003,"endTime":2301.44,"body":"facilities. And the gist of this"},{"speaker":"Tim Montague","startTime":2294.8700000000003,"endTime":2301.44,"body":"is to prevent local H J's"},{"speaker":"Tim Montague","startTime":2301.44,"endTime":2304.9500000000003,"body":"authorities having jurisdiction"},{"speaker":"Tim Montague","startTime":2301.44,"endTime":2304.9500000000003,"body":"from interfering in the"},{"speaker":"Tim Montague","startTime":2304.9500000000003,"endTime":2308.7000000000003,"body":"development of solar and wind"},{"speaker":"Tim Montague","startTime":2304.9500000000003,"endTime":2308.7000000000003,"body":"farms or making it too"},{"speaker":"Tim Montague","startTime":2308.7000000000003,"endTime":2313.5600000000004,"body":"difficult, it's quite easy to"},{"speaker":"Tim Montague","startTime":2308.7000000000003,"endTime":2313.5600000000004,"body":"throw a wrench into project"},{"speaker":"Tim Montague","startTime":2313.5600000000004,"endTime":2316.8,"body":"development by for example,"},{"speaker":"Tim Montague","startTime":2313.5600000000004,"endTime":2316.8,"body":"creating setbacks that are too"},{"speaker":"Tim Montague","startTime":2317.13,"endTime":2322.8300000000004,"body":"far. And sometimes counties are"},{"speaker":"Tim Montague","startTime":2317.13,"endTime":2322.8300000000004,"body":"trying to create like 1200 foot"},{"speaker":"Tim Montague","startTime":2322.8300000000004,"endTime":2326.7300000000005,"body":"setbacks from solar facilities."},{"speaker":"Tim Montague","startTime":2322.8300000000004,"endTime":2326.7300000000005,"body":"And if you do that, then it"},{"speaker":"Tim Montague","startTime":2326.76,"endTime":2330.51,"body":"becomes very difficult to find"},{"speaker":"Tim Montague","startTime":2326.76,"endTime":2330.51,"body":"the necessary parcel space."},{"speaker":"Tim Montague","startTime":2331.53,"endTime":2336.51,"body":"Because the landscape, albeit"},{"speaker":"Tim Montague","startTime":2331.53,"endTime":2336.51,"body":"very rural is dotted with farm"},{"speaker":"Tim Montague","startTime":2336.51,"endTime":2340.7400000000002,"body":"houses and farm facilities. And"},{"speaker":"Tim Montague","startTime":2336.51,"endTime":2340.7400000000002,"body":"so if the if the county says,"},{"speaker":"Tim Montague","startTime":2340.7400000000002,"endTime":2344.34,"body":"Look, you can't build your wind"},{"speaker":"Tim Montague","startTime":2340.7400000000002,"endTime":2344.34,"body":"farm or solar farm within 1200"},{"speaker":"Tim Montague","startTime":2344.34,"endTime":2351.21,"body":"feet of a facility, then you"},{"speaker":"Tim Montague","startTime":2344.34,"endTime":2351.21,"body":"have no access to the necessary"},{"speaker":"Tim Montague","startTime":2351.2400000000002,"endTime":2355.7700000000004,"body":"space. And so this, this law is"},{"speaker":"Tim Montague","startTime":2351.2400000000002,"endTime":2355.7700000000004,"body":"saying, Look, Illinois, we're"},{"speaker":"Tim Montague","startTime":2355.7700000000004,"endTime":2360.9,"body":"going to standardise this and"},{"speaker":"Tim Montague","startTime":2355.7700000000004,"endTime":2360.9,"body":"level the playing field and set"},{"speaker":"Tim Montague","startTime":2360.9,"endTime":2365.0400000000004,"body":"a floor. And, and this is these"},{"speaker":"Tim Montague","startTime":2360.9,"endTime":2365.0400000000004,"body":"are these are reasonable"},{"speaker":"Tim Montague","startTime":2365.0400000000004,"endTime":2369.0000000000005,"body":"standards, we're not going to,"},{"speaker":"Tim Montague","startTime":2365.0400000000004,"endTime":2369.0000000000005,"body":"you know, make you live with a"},{"speaker":"Tim Montague","startTime":2369.0000000000005,"endTime":2372.4500000000003,"body":"solar farm in your backyard. But"},{"speaker":"Tim Montague","startTime":2369.0000000000005,"endTime":2372.4500000000003,"body":"we're going to we're going to"},{"speaker":"Tim Montague","startTime":2372.4500000000003,"endTime":2376.17,"body":"make it accessible, because we"},{"speaker":"Tim Montague","startTime":2372.4500000000003,"endTime":2376.17,"body":"need to make the energy"},{"speaker":"Tim Montague","startTime":2376.17,"endTime":2381.0000000000005,"body":"transition, we're not going to"},{"speaker":"Tim Montague","startTime":2376.17,"endTime":2381.0000000000005,"body":"achieve our RPS. And this"},{"speaker":"Tim Montague","startTime":2381.0000000000005,"endTime":2384.69,"body":"applies to many places, right?"},{"speaker":"Tim Montague","startTime":2381.0000000000005,"endTime":2384.69,"body":"Many places need to do this,"},{"speaker":"Tim Montague","startTime":2384.69,"endTime":2389.4,"body":"John, because getting your"},{"speaker":"Tim Montague","startTime":2384.69,"endTime":2389.4,"body":"project permitted is is is"},{"speaker":"Tim Montague","startTime":2389.4,"endTime":2396.5400000000004,"body":"difficult enough. Period. But if"},{"speaker":"Tim Montague","startTime":2389.4,"endTime":2396.5400000000004,"body":"if if every jurisdiction has"},{"speaker":"Tim Montague","startTime":2396.57,"endTime":2399.84,"body":"very different rules and"},{"speaker":"Tim Montague","startTime":2396.57,"endTime":2399.84,"body":"regulations that can be"},{"speaker":"Tim Montague","startTime":2400.11,"endTime":2404.3700000000003,"body":"extremely challenging for"},{"speaker":"Tim Montague","startTime":2400.11,"endTime":2404.3700000000003,"body":"developers. So check out public"},{"speaker":"Tim Montague","startTime":2404.3700000000003,"endTime":2410.46,"body":"act 102. It's a very good thing"},{"speaker":"Tim Montague","startTime":2404.3700000000003,"endTime":2410.46,"body":"for Illinois, and levelling the"},{"speaker":"Tim Montague","startTime":2410.46,"endTime":2414.1800000000003,"body":"playing field for solar"},{"speaker":"Tim Montague","startTime":2410.46,"endTime":2414.1800000000003,"body":"developers and preventing these"},{"speaker":"Tim Montague","startTime":2414.2400000000002,"endTime":2419.67,"body":"obtuse rules that can really put"},{"speaker":"Tim Montague","startTime":2414.2400000000002,"endTime":2419.67,"body":"a damper on wind and solar here"},{"speaker":"Tim Montague","startTime":2419.67,"endTime":2423.3,"body":"in Champaign County where I"},{"speaker":"Tim Montague","startTime":2419.67,"endTime":2423.3,"body":"live. We have a wind ordinance,"},{"speaker":"Tim Montague","startTime":2423.3300000000004,"endTime":2426.9,"body":"which is very restrictive. And"},{"speaker":"Tim Montague","startTime":2423.3300000000004,"endTime":2426.9,"body":"I'm curious to see how this"},{"speaker":"Tim Montague","startTime":2426.9,"endTime":2430.6200000000003,"body":"plays out. We do have a large"},{"speaker":"Tim Montague","startTime":2426.9,"endTime":2430.6200000000003,"body":"wind farm, that Invenergy is"},{"speaker":"Tim Montague","startTime":2430.6200000000003,"endTime":2433.26,"body":"developing in the southern"},{"speaker":"Tim Montague","startTime":2430.6200000000003,"endTime":2433.26,"body":"southern part of the county now."},{"speaker":"Tim Montague","startTime":2433.7700000000004,"endTime":2437.34,"body":"But for the most part, we've"},{"speaker":"Tim Montague","startTime":2433.7700000000004,"endTime":2437.34,"body":"been surrounded by wind farms on"},{"speaker":"Tim Montague","startTime":2437.34,"endTime":2444.63,"body":"all sides, but not very many of"},{"speaker":"Tim Montague","startTime":2437.34,"endTime":2444.63,"body":"them have come to Champaign. And"},{"speaker":"Tim Montague","startTime":2444.6600000000003,"endTime":2447.78,"body":"you know, the way this plays out"},{"speaker":"Tim Montague","startTime":2444.6600000000003,"endTime":2447.78,"body":"on for for local communities is"},{"speaker":"Tim Montague","startTime":2447.78,"endTime":2451.5600000000004,"body":"that wind and solar are"},{"speaker":"Tim Montague","startTime":2447.78,"endTime":2451.5600000000004,"body":"producing tax revenue for school"},{"speaker":"Tim Montague","startTime":2451.5600000000004,"endTime":2455.2500000000005,"body":"districts. For example, there's"},{"speaker":"Tim Montague","startTime":2451.5600000000004,"endTime":2455.2500000000005,"body":"about 15 taxing bodies in"},{"speaker":"Tim Montague","startTime":2455.2500000000005,"endTime":2459.8100000000004,"body":"Illinois. But the impact of a"},{"speaker":"Tim Montague","startTime":2455.2500000000005,"endTime":2459.8100000000004,"body":"solar farm or a wind farm is"},{"speaker":"Tim Montague","startTime":2459.8100000000004,"endTime":2465.3900000000003,"body":"that the tax revenue for those"},{"speaker":"Tim Montague","startTime":2459.8100000000004,"endTime":2465.3900000000003,"body":"parcels that are leased to"},{"speaker":"Tim Montague","startTime":2465.42,"endTime":2469.2900000000004,"body":"renewable energy developers are"},{"speaker":"Tim Montague","startTime":2465.42,"endTime":2469.2900000000004,"body":"going to produce about 10x more"},{"speaker":"Tim Montague","startTime":2469.2900000000004,"endTime":2473.19,"body":"tax revenue than the farmland"},{"speaker":"Tim Montague","startTime":2469.2900000000004,"endTime":2473.19,"body":"that is being left behind, so to"},{"speaker":"Tim Montague","startTime":2473.19,"endTime":2477.69,"body":"speak. So it really is good for"},{"speaker":"Tim Montague","startTime":2473.19,"endTime":2477.69,"body":"local communities, it's good for"},{"speaker":"Tim Montague","startTime":2477.69,"endTime":2480.57,"body":"landowners, they're gonna get"},{"speaker":"Tim Montague","startTime":2477.69,"endTime":2480.57,"body":"more income. It's good for the"},{"speaker":"Tim Montague","startTime":2480.57,"endTime":2484.4100000000003,"body":"taxing bodies, meaning school"},{"speaker":"Tim Montague","startTime":2480.57,"endTime":2484.4100000000003,"body":"districts, you need money to run"},{"speaker":"Tim Montague","startTime":2484.44,"endTime":2489.96,"body":"a good school and education in"},{"speaker":"Tim Montague","startTime":2484.44,"endTime":2489.96,"body":"the United States is a challenge"},{"speaker":"Tim Montague","startTime":2489.9900000000002,"endTime":2493.38,"body":"where we're languishing on"},{"speaker":"Tim Montague","startTime":2489.9900000000002,"endTime":2493.38,"body":"public education. We're falling"},{"speaker":"Tim Montague","startTime":2493.38,"endTime":2497.2200000000003,"body":"behind in STEM education. And so"},{"speaker":"Tim Montague","startTime":2493.38,"endTime":2497.2200000000003,"body":"the quality of our education is"},{"speaker":"Tim Montague","startTime":2497.2200000000003,"endTime":2500.7300000000005,"body":"directly tied to the amount of"},{"speaker":"Tim Montague","startTime":2497.2200000000003,"endTime":2500.7300000000005,"body":"money that we can put into our"},{"speaker":"Tim Montague","startTime":2500.7300000000005,"endTime":2508.6200000000003,"body":"schools. And with that, I want"},{"speaker":"Tim Montague","startTime":2500.7300000000005,"endTime":2508.6200000000003,"body":"to go to a second story from"},{"speaker":"Tim Montague","startTime":2508.6200000000003,"endTime":2511.6800000000003,"body":"Illinois, and that is the"},{"speaker":"Tim Montague","startTime":2508.6200000000003,"endTime":2511.6800000000003,"body":"Illinois Power Agency has"},{"speaker":"Tim Montague","startTime":2511.6800000000003,"endTime":2516.4800000000005,"body":"launched the energy, what is"},{"speaker":"Tim Montague","startTime":2511.6800000000003,"endTime":2516.4800000000005,"body":"called the Energy workforce"},{"speaker":"Tim Montague","startTime":2516.51,"endTime":2520.0200000000004,"body":"equity portal, and we'll put a"},{"speaker":"Tim Montague","startTime":2516.51,"endTime":2520.0200000000004,"body":"link to the show notes on this."},{"speaker":"Tim Montague","startTime":2521.46,"endTime":2525.21,"body":"So it is a portal where"},{"speaker":"Tim Montague","startTime":2521.46,"endTime":2525.21,"body":"individuals can post their"},{"speaker":"Tim Montague","startTime":2525.21,"endTime":2529.4700000000003,"body":"information if they fall into a"},{"speaker":"Tim Montague","startTime":2525.21,"endTime":2529.4700000000003,"body":"equity category. These are"},{"speaker":"Tim Montague","startTime":2529.6800000000003,"endTime":2532.53,"body":"people from low income"},{"speaker":"Tim Montague","startTime":2529.6800000000003,"endTime":2532.53,"body":"communities or people of colour,"},{"speaker":"Tim Montague","startTime":2532.92,"endTime":2537.3,"body":"and then equity will be. So"},{"speaker":"Tim Montague","startTime":2532.92,"endTime":2537.3,"body":"those are called equity eligible"},{"speaker":"Tim Montague","startTime":2537.3,"endTime":2542.6400000000003,"body":"persons. And then equity"},{"speaker":"Tim Montague","startTime":2537.3,"endTime":2542.6400000000003,"body":"eligible contractors can also"},{"speaker":"Tim Montague","startTime":2542.6400000000003,"endTime":2547.4700000000003,"body":"participate by posting their job"},{"speaker":"Tim Montague","startTime":2542.6400000000003,"endTime":2547.4700000000003,"body":"openings. As I like to say human"},{"speaker":"Tim Montague","startTime":2547.4700000000003,"endTime":2551.61,"body":"capital is a limiting factor in"},{"speaker":"Tim Montague","startTime":2547.4700000000003,"endTime":2551.61,"body":"the clean energy transition. And"},{"speaker":"Tim Montague","startTime":2551.61,"endTime":2555.0600000000004,"body":"we want to make the train the"},{"speaker":"Tim Montague","startTime":2551.61,"endTime":2555.0600000000004,"body":"energy transition as equitable"},{"speaker":"Tim Montague","startTime":2555.0600000000004,"endTime":2559.9500000000003,"body":"as possible and accessible to"},{"speaker":"Tim Montague","startTime":2555.0600000000004,"endTime":2559.9500000000003,"body":"all groups, not just the wealthy"},{"speaker":"Tim Montague","startTime":2559.9500000000003,"endTime":2563.4300000000003,"body":"elite, so to speak. So this is a"},{"speaker":"Tim Montague","startTime":2559.9500000000003,"endTime":2563.4300000000003,"body":"very good thing. It's a cool"},{"speaker":"Tim Montague","startTime":2563.4300000000003,"endTime":2567.63,"body":"portal. And it's a step in the"},{"speaker":"Tim Montague","startTime":2563.4300000000003,"endTime":2567.63,"body":"right direction. Because, you"},{"speaker":"Tim Montague","startTime":2567.63,"endTime":2571.8,"body":"know, it's one thing to say to"},{"speaker":"Tim Montague","startTime":2567.63,"endTime":2571.8,"body":"contractors and developers,"},{"speaker":"Tim Montague","startTime":2571.8,"endTime":2575.88,"body":"look, you need to hire a certain"},{"speaker":"Tim Montague","startTime":2571.8,"endTime":2575.88,"body":"percent of low and middle income"},{"speaker":"Tim Montague","startTime":2575.9100000000003,"endTime":2580.3500000000004,"body":"people in your projects. It's a"},{"speaker":"Tim Montague","startTime":2575.9100000000003,"endTime":2580.3500000000004,"body":"whole other thing to get access"},{"speaker":"Tim Montague","startTime":2580.3500000000004,"endTime":2584.7300000000005,"body":"to that talent, right. And so"},{"speaker":"Tim Montague","startTime":2580.3500000000004,"endTime":2584.7300000000005,"body":"there, there are now resources"},{"speaker":"Tim Montague","startTime":2584.7300000000005,"endTime":2588.9900000000002,"body":"flowing into, for example,"},{"speaker":"Tim Montague","startTime":2584.7300000000005,"endTime":2588.9900000000002,"body":"workforce training, with"},{"speaker":"Tim Montague","startTime":2588.9900000000002,"endTime":2594.78,"body":"organisations like Sita and GRID"},{"speaker":"Tim Montague","startTime":2588.9900000000002,"endTime":2594.78,"body":"Alternatives, and the IBEW, and"},{"speaker":"Tim Montague","startTime":2594.8100000000004,"endTime":2598.59,"body":"they are really leaning in to"},{"speaker":"Tim Montague","startTime":2594.8100000000004,"endTime":2598.59,"body":"training many, many more young"},{"speaker":"Tim Montague","startTime":2598.59,"endTime":2602.7900000000004,"body":"people in the trades, to become"},{"speaker":"Tim Montague","startTime":2598.59,"endTime":2602.7900000000004,"body":"solar installers, electricians,"},{"speaker":"Tim Montague","startTime":2603.9900000000002,"endTime":2607.65,"body":"steel workers, carpenters, etc."},{"speaker":"Tim Montague","startTime":2603.9900000000002,"endTime":2607.65,"body":"The people that build the"},{"speaker":"Tim Montague","startTime":2607.65,"endTime":2610.1400000000003,"body":"infrastructure that makes the"},{"speaker":"Tim Montague","startTime":2607.65,"endTime":2610.1400000000003,"body":"clean energy transition"},{"speaker":"Tim Montague","startTime":2610.1400000000003,"endTime":2611.7000000000003,"body":"possible. So this is very good."},{"speaker":"John Weaver","startTime":2614.4,"endTime":2617.19,"body":"A quick comment on"},{"speaker":"John Weaver","startTime":2614.4,"endTime":2617.19,"body":"your prior story about the"},{"speaker":"John Weaver","startTime":2617.19,"endTime":2623.3700000000003,"body":"county level jurisdiction,"},{"speaker":"John Weaver","startTime":2617.19,"endTime":2623.3700000000003,"body":"documentation, and two states"},{"speaker":"John Weaver","startTime":2623.3700000000003,"endTime":2628.0800000000004,"body":"over from you in Ohio, there is"},{"speaker":"John Weaver","startTime":2623.3700000000003,"endTime":2628.0800000000004,"body":"at least 10 counties that have"},{"speaker":"John Weaver","startTime":2628.0800000000004,"endTime":2632.4,"body":"outright banned large scale wind"},{"speaker":"John Weaver","startTime":2628.0800000000004,"endTime":2632.4,"body":"and solar, mostly solar, a"},{"speaker":"John Weaver","startTime":2632.4,"endTime":2635.7000000000003,"body":"couple of counties have banned"},{"speaker":"John Weaver","startTime":2632.4,"endTime":2635.7000000000003,"body":"when and then one state, your"},{"speaker":"John Weaver","startTime":2635.7000000000003,"endTime":2641.07,"body":"neighbour, the fair for Indiana"},{"speaker":"John Weaver","startTime":2635.7000000000003,"endTime":2641.07,"body":"up has also got some complexity,"},{"speaker":"John Weaver","startTime":2641.3700000000003,"endTime":2644.7300000000005,"body":"and some bands, some local"},{"speaker":"John Weaver","startTime":2641.3700000000003,"endTime":2644.7300000000005,"body":"moratoriums and local bands,"},{"speaker":"John Weaver","startTime":2645.4500000000003,"endTime":2649.6200000000003,"body":"including state level very"},{"speaker":"John Weaver","startTime":2645.4500000000003,"endTime":2649.6200000000003,"body":"strong control by the fossils."},{"speaker":"John Weaver","startTime":2651.42,"endTime":2657.0000000000005,"body":"So it's, it's I'm when I saw the"},{"speaker":"John Weaver","startTime":2651.42,"endTime":2657.0000000000005,"body":"legislation, and I've seen this"},{"speaker":"John Weaver","startTime":2657.6000000000004,"endTime":2660.21,"body":"Illinois legislation floating"},{"speaker":"John Weaver","startTime":2657.6000000000004,"endTime":2660.21,"body":"around for a few weeks month"},{"speaker":"John Weaver","startTime":2660.21,"endTime":2665.1000000000004,"body":"now, when I saw it, I wasn't"},{"speaker":"John Weaver","startTime":2660.21,"endTime":2665.1000000000004,"body":"surprised, because it, it almost"},{"speaker":"John Weaver","startTime":2665.1000000000004,"endTime":2667.5600000000004,"body":"seems like you have to"},{"speaker":"John Weaver","startTime":2665.1000000000004,"endTime":2667.5600000000004,"body":"regionally consider what's going"},{"speaker":"John Weaver","startTime":2667.5600000000004,"endTime":2671.7000000000003,"body":"on. Otherwise, the laws from"},{"speaker":"John Weaver","startTime":2667.5600000000004,"endTime":2671.7000000000003,"body":"other states might sneak in. So"},{"speaker":"John Weaver","startTime":2671.7000000000003,"endTime":2676.6800000000003,"body":"this might have been a good push"},{"speaker":"John Weaver","startTime":2671.7000000000003,"endTime":2676.6800000000003,"body":"from the other direction to make"},{"speaker":"John Weaver","startTime":2676.6800000000003,"endTime":2680.76,"body":"sure that citing issues don't"},{"speaker":"John Weaver","startTime":2676.6800000000003,"endTime":2680.76,"body":"dominate and take over. So"},{"speaker":"John Weaver","startTime":2682.0200000000004,"endTime":2687.0600000000004,"body":"interests in law, I hope others"},{"speaker":"John Weaver","startTime":2682.0200000000004,"endTime":2687.0600000000004,"body":"on a state level start to push"},{"speaker":"John Weaver","startTime":2687.0600000000004,"endTime":2691.05,"body":"downward. So maybe that'll help."},{"speaker":"John Weaver","startTime":2687.0600000000004,"endTime":2691.05,"body":"Maybe it'll keep helping?"},{"speaker":"Tim Montague","startTime":2691.679,"endTime":2695.2490000000003,"body":"Yep. Yeah, it's,"},{"speaker":"Tim Montague","startTime":2691.679,"endTime":2695.2490000000003,"body":"it's a, it's absolutely a good"},{"speaker":"Tim Montague","startTime":2695.2490000000003,"endTime":2700.1090000000004,"body":"thing to create a floor for"},{"speaker":"Tim Montague","startTime":2695.2490000000003,"endTime":2700.1090000000004,"body":"renewable energy development,"},{"speaker":"Tim Montague","startTime":2700.1090000000004,"endTime":2704.5190000000002,"body":"it's going to streamline the"},{"speaker":"Tim Montague","startTime":2700.1090000000004,"endTime":2704.5190000000002,"body":"process it's gonna give, it's"},{"speaker":"Tim Montague","startTime":2704.5190000000002,"endTime":2708.239,"body":"gonna give developers a fair"},{"speaker":"Tim Montague","startTime":2704.5190000000002,"endTime":2708.239,"body":"chance, you know, in all parts"},{"speaker":"Tim Montague","startTime":2708.2690000000002,"endTime":2712.6490000000003,"body":"of the state. And honestly,"},{"speaker":"Tim Montague","startTime":2708.2690000000002,"endTime":2712.6490000000003,"body":"it's, it's, it's not good for"},{"speaker":"Tim Montague","startTime":2712.679,"endTime":2717.1490000000003,"body":"individual counties, for a few"},{"speaker":"Tim Montague","startTime":2712.679,"endTime":2717.1490000000003,"body":"decision makers, a few residents"},{"speaker":"Tim Montague","startTime":2717.179,"endTime":2722.3390000000004,"body":"who are anti renewable energy to"},{"speaker":"Tim Montague","startTime":2717.179,"endTime":2722.3390000000004,"body":"have such a big influence on the"},{"speaker":"Tim Montague","startTime":2722.3390000000004,"endTime":2725.489,"body":"economy. Because if if you have"},{"speaker":"Tim Montague","startTime":2722.3390000000004,"endTime":2725.489,"body":"a moratorium in your county,"},{"speaker":"Tim Montague","startTime":2725.489,"endTime":2728.7290000000003,"body":"that means your county is going"},{"speaker":"Tim Montague","startTime":2725.489,"endTime":2728.7290000000003,"body":"to get passed over for all of"},{"speaker":"Tim Montague","startTime":2728.7290000000003,"endTime":2731.969,"body":"this potential revenue that goes"},{"speaker":"Tim Montague","startTime":2728.7290000000003,"endTime":2731.969,"body":"to the landowners, and it goes"},{"speaker":"Tim Montague","startTime":2731.969,"endTime":2736.949,"body":"to the taxing bodies. So yeah,"},{"speaker":"Tim Montague","startTime":2731.969,"endTime":2736.949,"body":"it's it's a, it's a public good."},{"speaker":"Tim Montague","startTime":2737.0690000000004,"endTime":2743.3990000000003,"body":"And, and I consider this not"},{"speaker":"Tim Montague","startTime":2737.0690000000004,"endTime":2743.3990000000003,"body":"just a, a, you know, a very"},{"speaker":"Tim Montague","startTime":2743.3990000000003,"endTime":2746.0090000000005,"body":"important economic phenomenon,"},{"speaker":"Tim Montague","startTime":2743.3990000000003,"endTime":2746.0090000000005,"body":"but it is also a national"},{"speaker":"Tim Montague","startTime":2746.0090000000005,"endTime":2750.5690000000004,"body":"security phenomenon. I guess"},{"speaker":"Tim Montague","startTime":2746.0090000000005,"endTime":2750.5690000000004,"body":"that's the thing that that, you"},{"speaker":"Tim Montague","startTime":2750.5690000000004,"endTime":2754.289,"body":"know, to circle back to Q sells"},{"speaker":"Tim Montague","startTime":2750.5690000000004,"endTime":2754.289,"body":"real quick. We need to make more"},{"speaker":"Tim Montague","startTime":2754.289,"endTime":2757.0490000000004,"body":"stuff here in the US, right,"},{"speaker":"Tim Montague","startTime":2754.289,"endTime":2757.0490000000004,"body":"that we're using in the energy"},{"speaker":"Tim Montague","startTime":2757.0490000000004,"endTime":2760.0190000000002,"body":"transition. If for some reason"},{"speaker":"Tim Montague","startTime":2757.0490000000004,"endTime":2760.0190000000002,"body":"China decided to shut off the"},{"speaker":"Tim Montague","startTime":2760.0190000000002,"endTime":2764.699,"body":"tap of batteries and solar"},{"speaker":"Tim Montague","startTime":2760.0190000000002,"endTime":2764.699,"body":"panels to the US, we would be"},{"speaker":"Tim Montague","startTime":2764.9390000000003,"endTime":2771.6290000000004,"body":"pretty apt and and they know"},{"speaker":"Tim Montague","startTime":2764.9390000000003,"endTime":2771.6290000000004,"body":"this right. And so we really"},{"speaker":"Tim Montague","startTime":2771.6290000000004,"endTime":2776.369,"body":"need to lean into building our"},{"speaker":"Tim Montague","startTime":2771.6290000000004,"endTime":2776.369,"body":"or rebuilding. I call it"},{"speaker":"Tim Montague","startTime":2776.3990000000003,"endTime":2782.1290000000004,"body":"onshoring and reshoring. Our US"},{"speaker":"Tim Montague","startTime":2776.3990000000003,"endTime":2782.1290000000004,"body":"manufacturing, and it's it's"},{"speaker":"Tim Montague","startTime":2782.1290000000004,"endTime":2787.829,"body":"high wage jobs. It's I mean, it"},{"speaker":"Tim Montague","startTime":2782.1290000000004,"endTime":2787.829,"body":"just creates so much more of a"},{"speaker":"Tim Montague","startTime":2787.829,"endTime":2791.489,"body":"smooth ride for the clean energy"},{"speaker":"Tim Montague","startTime":2787.829,"endTime":2791.489,"body":"transition, right having access"},{"speaker":"Tim Montague","startTime":2791.489,"endTime":2795.449,"body":"to locally made products. You're"},{"speaker":"Tim Montague","startTime":2791.489,"endTime":2795.449,"body":"not waiting for the shipments to"},{"speaker":"Tim Montague","startTime":2795.449,"endTime":2800.369,"body":"come on ships across the ocean,"},{"speaker":"Tim Montague","startTime":2795.449,"endTime":2800.369,"body":"which of course we're going to"},{"speaker":"Tim Montague","startTime":2800.369,"endTime":2805.889,"body":"continue to do that right now."},{"speaker":"Tim Montague","startTime":2800.369,"endTime":2805.889,"body":"Uh, but But 8.3 gigawatts is a"},{"speaker":"Tim Montague","startTime":2805.889,"endTime":2810.329,"body":"real chunk of the US market. You"},{"speaker":"Tim Montague","startTime":2805.889,"endTime":2810.329,"body":"know, the US market is around 20"},{"speaker":"Tim Montague","startTime":2810.329,"endTime":2814.5290000000005,"body":"gigawatts, and, you know,"},{"speaker":"Tim Montague","startTime":2810.329,"endTime":2814.5290000000005,"body":"quickly going to 30 gigawatts."},{"speaker":"Tim Montague","startTime":2814.829,"endTime":2818.6090000000004,"body":"So it's game on, but we need, we"},{"speaker":"Tim Montague","startTime":2814.829,"endTime":2818.6090000000004,"body":"need more q cells in the world."},{"speaker":"John Weaver","startTime":2820.2590000000005,"endTime":2824.0090000000005,"body":"I mean, we do have"},{"speaker":"John Weaver","startTime":2820.2590000000005,"endTime":2824.0090000000005,"body":"actually a great article for us"},{"speaker":"John Weaver","startTime":2824.0090000000005,"endTime":2829.2590000000005,"body":"to transition to, is that China,"},{"speaker":"John Weaver","startTime":2824.0090000000005,"endTime":2829.2590000000005,"body":"this past week, I think, on"},{"speaker":"John Weaver","startTime":2829.2590000000005,"endTime":2834.809,"body":"Monday, put out legislation"},{"speaker":"John Weaver","startTime":2829.2590000000005,"endTime":2834.809,"body":"stating that their solar"},{"speaker":"John Weaver","startTime":2834.809,"endTime":2838.1690000000003,"body":"companies along with other"},{"speaker":"John Weaver","startTime":2834.809,"endTime":2838.1690000000003,"body":"technologies, are not allowed to"},{"speaker":"John Weaver","startTime":2838.1690000000003,"endTime":2841.0490000000004,"body":"export them. And included among"},{"speaker":"John Weaver","startTime":2838.1690000000003,"endTime":2841.0490000000004,"body":"the things that Chinese"},{"speaker":"John Weaver","startTime":2841.0490000000004,"endTime":2845.6690000000003,"body":"manufacturers are no longer"},{"speaker":"John Weaver","startTime":2841.0490000000004,"endTime":2845.6690000000003,"body":"allowed to move overseas, are"},{"speaker":"John Weaver","startTime":2845.699,"endTime":2850.5890000000004,"body":"technologies for the large"},{"speaker":"John Weaver","startTime":2845.699,"endTime":2850.5890000000004,"body":"silicon cells, the 188, and"},{"speaker":"John Weaver","startTime":2850.5890000000004,"endTime":2857.5490000000004,"body":"210s, Black silicon, and cast"},{"speaker":"John Weaver","startTime":2850.5890000000004,"endTime":2857.5490000000004,"body":"moto silicon. part, and this is"},{"speaker":"John Weaver","startTime":2857.6090000000004,"endTime":2863.489,"body":"to make the ingots way back in"},{"speaker":"John Weaver","startTime":2857.6090000000004,"endTime":2863.489,"body":"early in the supply chain. And"},{"speaker":"John Weaver","startTime":2863.489,"endTime":2866.8190000000004,"body":"that's pretty interesting that"},{"speaker":"John Weaver","startTime":2863.489,"endTime":2866.8190000000004,"body":"now we have the Chinese who are"},{"speaker":"John Weaver","startTime":2866.8190000000004,"endTime":2870.6890000000003,"body":"saying, No, you folks that want"},{"speaker":"John Weaver","startTime":2866.8190000000004,"endTime":2870.6890000000003,"body":"to expand and grow, you can do"},{"speaker":"John Weaver","startTime":2870.6890000000003,"endTime":2875.699,"body":"it, but you have to keep your"},{"speaker":"John Weaver","startTime":2870.6890000000003,"endTime":2875.699,"body":"base in China. And you know,"},{"speaker":"John Weaver","startTime":2875.699,"endTime":2878.1890000000003,"body":"there's a couple things that are"},{"speaker":"John Weaver","startTime":2875.699,"endTime":2878.1890000000003,"body":"come up this one is that others"},{"speaker":"John Weaver","startTime":2878.1890000000003,"endTime":2882.8990000000003,"body":"are going to react to this and"},{"speaker":"John Weaver","startTime":2878.1890000000003,"endTime":2882.8990000000003,"body":"politically speaking, you know,"},{"speaker":"John Weaver","startTime":2882.8990000000003,"endTime":2885.2990000000004,"body":"politically speaking, people"},{"speaker":"John Weaver","startTime":2882.8990000000003,"endTime":2885.2990000000004,"body":"will be like, Alright, now it's"},{"speaker":"John Weaver","startTime":2885.2990000000004,"endTime":2888.869,"body":"our turn to catch up with the"},{"speaker":"John Weaver","startTime":2885.2990000000004,"endTime":2888.869,"body":"Chinese because the Chinese have"},{"speaker":"John Weaver","startTime":2888.869,"endTime":2892.1090000000004,"body":"been developing this technology"},{"speaker":"John Weaver","startTime":2888.869,"endTime":2892.1090000000004,"body":"for a long time, and are the"},{"speaker":"John Weaver","startTime":2892.1090000000004,"endTime":2896.6090000000004,"body":"leaders in it. But now it's"},{"speaker":"John Weaver","startTime":2892.1090000000004,"endTime":2896.6090000000004,"body":"going to evolve a little bit,"},{"speaker":"John Weaver","startTime":2896.639,"endTime":2900.9590000000003,"body":"and it's going to be interesting"},{"speaker":"John Weaver","startTime":2896.639,"endTime":2900.9590000000003,"body":"to watch. And then, you know,"},{"speaker":"John Weaver","startTime":2900.989,"endTime":2906.5090000000005,"body":"nation states will react, the"},{"speaker":"John Weaver","startTime":2900.989,"endTime":2906.5090000000005,"body":"United States will react. Europe"},{"speaker":"John Weaver","startTime":2906.539,"endTime":2911.789,"body":"will react. So, so yeah, that's"},{"speaker":"John Weaver","startTime":2906.539,"endTime":2911.789,"body":"interesting. We do need more q"},{"speaker":"John Weaver","startTime":2911.789,"endTime":2916.8590000000004,"body":"cells, we do need more Meyer"},{"speaker":"John Weaver","startTime":2911.789,"endTime":2916.8590000000004,"body":"burgers, we do need. We do need"},{"speaker":"John Weaver","startTime":2916.8590000000004,"endTime":2919.5290000000005,"body":"more Chinese manufacturers too,"},{"speaker":"John Weaver","startTime":2916.8590000000004,"endTime":2919.5290000000005,"body":"because they're doing good work."},{"speaker":"John Weaver","startTime":2919.559,"endTime":2922.619,"body":"But it needs to be a world"},{"speaker":"John Weaver","startTime":2919.559,"endTime":2922.619,"body":"thing. You know, specifically"},{"speaker":"John Weaver","startTime":2922.619,"endTime":2928.2590000000005,"body":"this article referenced, also"},{"speaker":"John Weaver","startTime":2922.619,"endTime":2928.2590000000005,"body":"slowing India's progress toward"},{"speaker":"John Weaver","startTime":2928.2590000000005,"endTime":2931.679,"body":"being a powerhouse, because"},{"speaker":"John Weaver","startTime":2928.2590000000005,"endTime":2931.679,"body":"India's trying to make it a"},{"speaker":"John Weaver","startTime":2931.679,"endTime":2935.0690000000004,"body":"domestic industry very strong."},{"speaker":"John Weaver","startTime":2931.679,"endTime":2935.0690000000004,"body":"So China has other things to"},{"speaker":"John Weaver","startTime":2935.0690000000004,"endTime":2937.7690000000002,"body":"deal with, of course, than just"},{"speaker":"John Weaver","startTime":2935.0690000000004,"endTime":2937.7690000000002,"body":"United States and Europeans."},{"speaker":"John Weaver","startTime":2938.099,"endTime":2941.9990000000003,"body":"It's got the largest country in"},{"speaker":"John Weaver","startTime":2938.099,"endTime":2941.9990000000003,"body":"the world as its neighbour. And,"},{"speaker":"John Weaver","startTime":2942.2990000000004,"endTime":2944.7590000000005,"body":"you know, every once in a while"},{"speaker":"John Weaver","startTime":2942.2990000000004,"endTime":2944.7590000000005,"body":"they have little skirmishes on"},{"speaker":"John Weaver","startTime":2944.7590000000005,"endTime":2945.719,"body":"their border. So"},{"speaker":"Tim Montague","startTime":2945.7500000000005,"endTime":2948.1800000000003,"body":"second largest,"},{"speaker":"Tim Montague","startTime":2945.7500000000005,"endTime":2948.1800000000003,"body":"China is still bigger, isn't it?"},{"speaker":"Tim Montague","startTime":2948.1800000000003,"endTime":2952.8,"body":"population wise? I don't think"},{"speaker":"Tim Montague","startTime":2948.1800000000003,"endTime":2952.8,"body":"so. India Past China could be I"},{"speaker":"Tim Montague","startTime":2952.8,"endTime":2957.0000000000005,"body":"know they were there knocking on"},{"speaker":"Tim Montague","startTime":2952.8,"endTime":2957.0000000000005,"body":"the door. But anyway,"},{"speaker":"John Weaver","startTime":2957.15,"endTime":2959.1000000000004,"body":"discussion that if"},{"speaker":"John Weaver","startTime":2957.15,"endTime":2959.1000000000004,"body":"you delve into it, you'd be"},{"speaker":"John Weaver","startTime":2959.1000000000004,"endTime":2960.3300000000004,"body":"like, Oh, maybe."},{"speaker":"Tim Montague","startTime":2960.51,"endTime":2963.2400000000002,"body":"So this story was"},{"speaker":"Tim Montague","startTime":2960.51,"endTime":2963.2400000000002,"body":"China bans export, of course,"},{"speaker":"Tim Montague","startTime":2963.2400000000002,"endTime":2967.65,"body":"solar panel technologies in"},{"speaker":"Tim Montague","startTime":2963.2400000000002,"endTime":2967.65,"body":"Asia, Asia time. So check that"},{"speaker":"Tim Montague","startTime":2967.65,"endTime":2970.8300000000004,"body":"out, we'll put a link in the"},{"speaker":"Tim Montague","startTime":2967.65,"endTime":2970.8300000000004,"body":"show notes. Good story. And yes,"},{"speaker":"Tim Montague","startTime":2970.8300000000004,"endTime":2975.51,"body":"China has a major competitor in"},{"speaker":"Tim Montague","startTime":2970.8300000000004,"endTime":2975.51,"body":"India. And and of course, he's"},{"speaker":"Tim Montague","startTime":2975.51,"endTime":2979.0200000000004,"body":"trying to pull back on that,"},{"speaker":"Tim Montague","startTime":2975.51,"endTime":2979.0200000000004,"body":"that sucking sound of the"},{"speaker":"Tim Montague","startTime":2979.26,"endTime":2982.92,"body":"manufacturers moving their"},{"speaker":"Tim Montague","startTime":2979.26,"endTime":2982.92,"body":"facilities to Thailand, and"},{"speaker":"Tim Montague","startTime":2982.92,"endTime":2987.9300000000003,"body":"Vietnam, and Malaysia and"},{"speaker":"Tim Montague","startTime":2982.92,"endTime":2987.9300000000003,"body":"Singapore, because the US was"},{"speaker":"Tim Montague","startTime":2987.9300000000003,"endTime":2990.9,"body":"saying, Look, we're not going to"},{"speaker":"Tim Montague","startTime":2987.9300000000003,"endTime":2990.9,"body":"allow you to buy product, or"},{"speaker":"Tim Montague","startTime":2990.9,"endTime":2994.7400000000002,"body":"we're going to put a tariff on"},{"speaker":"Tim Montague","startTime":2990.9,"endTime":2994.7400000000002,"body":"it. If it's made in China. Oh,"},{"speaker":"Tim Montague","startTime":2994.7400000000002,"endTime":3000.32,"body":"well, we'll make it in Thailand."},{"speaker":"Tim Montague","startTime":2994.7400000000002,"endTime":3000.32,"body":"And and this is a common"},{"speaker":"Tim Montague","startTime":3000.38,"endTime":3003.2000000000003,"body":"phenomenon. And it's, you know,"},{"speaker":"Tim Montague","startTime":3000.38,"endTime":3003.2000000000003,"body":"it's good for the Southeast"},{"speaker":"Tim Montague","startTime":3003.2000000000003,"endTime":3007.76,"body":"Asian economies. And, you know,"},{"speaker":"Tim Montague","startTime":3003.2000000000003,"endTime":3007.76,"body":"very good for the clean energy"},{"speaker":"Tim Montague","startTime":3007.76,"endTime":3011.3300000000004,"body":"transition at at large, because"},{"speaker":"Tim Montague","startTime":3007.76,"endTime":3011.3300000000004,"body":"the products are still very"},{"speaker":"Tim Montague","startTime":3011.3300000000004,"endTime":3015.2300000000005,"body":"affordable. But we need at the"},{"speaker":"Tim Montague","startTime":3011.3300000000004,"endTime":3015.2300000000005,"body":"end of the day, we really need"},{"speaker":"Tim Montague","startTime":3015.2300000000005,"endTime":3018.8300000000004,"body":"this stuff to come back on shore"},{"speaker":"Tim Montague","startTime":3015.2300000000005,"endTime":3018.8300000000004,"body":"to the US. And that was cool"},{"speaker":"Tim Montague","startTime":3018.8300000000004,"endTime":3024.44,"body":"about the about cubic PV to hear"},{"speaker":"Tim Montague","startTime":3018.8300000000004,"endTime":3024.44,"body":"them scaling 10 gigawatts that's"},{"speaker":"Tim Montague","startTime":3024.44,"endTime":3028.67,"body":"a big number of solar cells. So"},{"speaker":"Tim Montague","startTime":3024.44,"endTime":3028.67,"body":"we'll have to see about getting"},{"speaker":"Tim Montague","startTime":3028.88,"endTime":3030.7700000000004,"body":"them back on the show to to get"},{"speaker":"Tim Montague","startTime":3028.88,"endTime":3030.7700000000004,"body":"an update"},{"speaker":"John Weaver","startTime":3032.03,"endTime":3036.2300000000005,"body":"standard mono cells"},{"speaker":"John Weaver","startTime":3032.03,"endTime":3036.2300000000005,"body":"so not the perovskite plus"},{"speaker":"John Weaver","startTime":3036.2300000000005,"endTime":3037.07,"body":"silicon product,"},{"speaker":"Tim Montague","startTime":3037.1000000000004,"endTime":3039.3500000000004,"body":"yes, flooring."},{"speaker":"Tim Montague","startTime":3037.1000000000004,"endTime":3039.3500000000004,"body":"Yeah, I'm not surprised. You"},{"speaker":"Tim Montague","startTime":3039.3500000000004,"endTime":3041.4800000000005,"body":"know, they gotta get their"},{"speaker":"Tim Montague","startTime":3039.3500000000004,"endTime":3041.4800000000005,"body":"start. They gotta get their,"},{"speaker":"Tim Montague","startTime":3041.78,"endTime":3045.2300000000005,"body":"their revenue stream going,"},{"speaker":"Tim Montague","startTime":3041.78,"endTime":3045.2300000000005,"body":"right? Why Why not lean into"},{"speaker":"Tim Montague","startTime":3045.2300000000005,"endTime":3049.2500000000005,"body":"some easier lower hanging fruit?"},{"speaker":"Tim Montague","startTime":3045.2300000000005,"endTime":3049.2500000000005,"body":"Right? That makes sense. And"},{"speaker":"Tim Montague","startTime":3049.2500000000005,"endTime":3054.11,"body":"then also continued to develop"},{"speaker":"Tim Montague","startTime":3049.2500000000005,"endTime":3054.11,"body":"that next gen. hybrid"},{"speaker":"Tim Montague","startTime":3054.11,"endTime":3061.1600000000003,"body":"technology. So, real quick, you"},{"speaker":"Tim Montague","startTime":3054.11,"endTime":3061.1600000000003,"body":"know, I did, I saw the story"},{"speaker":"Tim Montague","startTime":3061.1600000000003,"endTime":3066.2000000000003,"body":"that Tesla, giga Texas is"},{"speaker":"Tim Montague","startTime":3061.1600000000003,"endTime":3066.2000000000003,"body":"expected to increase their"},{"speaker":"Tim Montague","startTime":3066.2000000000003,"endTime":3073.0400000000004,"body":"square footage to 5.6 million"},{"speaker":"Tim Montague","startTime":3066.2000000000003,"endTime":3073.0400000000004,"body":"square feet. That is one big"},{"speaker":"Tim Montague","startTime":3073.07,"endTime":3079.9100000000003,"body":"number John of Ford factory, and"},{"speaker":"Tim Montague","startTime":3073.07,"endTime":3079.9100000000003,"body":"they're planning to invest $717"},{"speaker":"Tim Montague","startTime":3079.9100000000003,"endTime":3085.3700000000003,"body":"million into an expansion. This"},{"speaker":"Tim Montague","startTime":3079.9100000000003,"endTime":3085.3700000000003,"body":"is like phase one adding 1.4"},{"speaker":"Tim Montague","startTime":3085.3700000000003,"endTime":3089.9300000000003,"body":"million square feet. So there's"},{"speaker":"Tim Montague","startTime":3085.3700000000003,"endTime":3089.9300000000003,"body":"several waves of expansion"},{"speaker":"Tim Montague","startTime":3090.53,"endTime":3095.57,"body":"headed to giga Texas. And I, you"},{"speaker":"Tim Montague","startTime":3090.53,"endTime":3095.57,"body":"know, I don't want to dwell too"},{"speaker":"Tim Montague","startTime":3095.57,"endTime":3099.5000000000005,"body":"long on this, but I'm just a"},{"speaker":"Tim Montague","startTime":3095.57,"endTime":3099.5000000000005,"body":"huge fan of what Tesla's doing."},{"speaker":"Tim Montague","startTime":3099.9500000000003,"endTime":3106.55,"body":"I can't wait to get my grubby"},{"speaker":"Tim Montague","startTime":3099.9500000000003,"endTime":3106.55,"body":"hands on cybertruck I'm not"},{"speaker":"Tim Montague","startTime":3106.55,"endTime":3109.3100000000004,"body":"holding my breath, mind you"},{"speaker":"Tim Montague","startTime":3106.55,"endTime":3109.3100000000004,"body":"because they're pumping out the"},{"speaker":"Tim Montague","startTime":3109.3100000000004,"endTime":3113.9900000000002,"body":"model y's and threes as fast as"},{"speaker":"Tim Montague","startTime":3109.3100000000004,"endTime":3113.9900000000002,"body":"they can. And you know, and"},{"speaker":"Tim Montague","startTime":3113.9900000000002,"endTime":3118.4900000000002,"body":"doing very well doing that."},{"speaker":"Tim Montague","startTime":3113.9900000000002,"endTime":3118.4900000000002,"body":"Right. So yeah, yay for a for"},{"speaker":"Tim Montague","startTime":3118.4900000000002,"endTime":3118.9700000000003,"body":"Tesla."},{"speaker":"John Weaver","startTime":3120.38,"endTime":3126.1400000000003,"body":"Yeah. And how do"},{"speaker":"John Weaver","startTime":3120.38,"endTime":3126.1400000000003,"body":"you have any recent detail? I"},{"speaker":"John Weaver","startTime":3126.1400000000003,"endTime":3131.6000000000004,"body":"saw a full burn or a full full"},{"speaker":"John Weaver","startTime":3126.1400000000003,"endTime":3131.6000000000004,"body":"load of the biggest rocket. Do"},{"speaker":"John Weaver","startTime":3131.6000000000004,"endTime":3134.78,"body":"we have any ideas when the when"},{"speaker":"John Weaver","startTime":3131.6000000000004,"endTime":3134.78,"body":"the big one that's fully loaded?"},{"speaker":"John Weaver","startTime":3135.0800000000004,"endTime":3136.1600000000003,"body":"is gonna get launched?"},{"speaker":"Tim Montague","startTime":3136.19,"endTime":3140.0000000000005,"body":"I think they're I"},{"speaker":"Tim Montague","startTime":3136.19,"endTime":3140.0000000000005,"body":"think they're I think they're"},{"speaker":"Tim Montague","startTime":3140.0000000000005,"endTime":3146.7200000000003,"body":"saying 2024. Now, I, it's"},{"speaker":"Tim Montague","startTime":3140.0000000000005,"endTime":3146.7200000000003,"body":"conceivable it's going to happen"},{"speaker":"Tim Montague","startTime":3146.7200000000003,"endTime":3150.17,"body":"in 2023. But it seems it seems"},{"speaker":"Tim Montague","startTime":3146.7200000000003,"endTime":3150.17,"body":"like a stretch to me an orbital"},{"speaker":"Tim Montague","startTime":3150.17,"endTime":3151.4900000000002,"body":"test? Is that what you're"},{"speaker":"Tim Montague","startTime":3150.17,"endTime":3151.4900000000002,"body":"referring to?"},{"speaker":"John Weaver","startTime":3152.42,"endTime":3155.3300000000004,"body":"I just want to see"},{"speaker":"John Weaver","startTime":3152.42,"endTime":3155.3300000000004,"body":"the big one get launched? Yeah,"},{"speaker":"John Weaver","startTime":3155.3300000000004,"endTime":3158.1800000000003,"body":"I have no idea which one they're"},{"speaker":"John Weaver","startTime":3155.3300000000004,"endTime":3158.1800000000003,"body":"doing. I just want them all. You"},{"speaker":"John Weaver","startTime":3158.1800000000003,"endTime":3160.07,"body":"know, I just want to see things"},{"speaker":"John Weaver","startTime":3158.1800000000003,"endTime":3160.07,"body":"on fire go up."},{"speaker":"Tim Montague","startTime":3162.2900000000004,"endTime":3165.2000000000003,"body":"Yeah, well, we'll"},{"speaker":"Tim Montague","startTime":3162.2900000000004,"endTime":3165.2000000000003,"body":"have to, we'll have to circle"},{"speaker":"Tim Montague","startTime":3165.2000000000003,"endTime":3167.9,"body":"back. I don't I don't have I"},{"speaker":"Tim Montague","startTime":3165.2000000000003,"endTime":3167.9,"body":"don't have my finger on that"},{"speaker":"Tim Montague","startTime":3167.9,"endTime":3172.34,"body":"pulse. I just very occasionally"},{"speaker":"Tim Montague","startTime":3167.9,"endTime":3172.34,"body":"glanced at that news. It is it"},{"speaker":"Tim Montague","startTime":3172.34,"endTime":3175.9100000000003,"body":"is an impressive feat. Putting"},{"speaker":"Tim Montague","startTime":3172.34,"endTime":3175.9100000000003,"body":"that rocket together, no doubt."},{"speaker":"Tim Montague","startTime":3175.9700000000003,"endTime":3180.5000000000005,"body":"And I forgot to mention that the"},{"speaker":"Tim Montague","startTime":3175.9700000000003,"endTime":3180.5000000000005,"body":"Tesla Gigafactory expansion in"},{"speaker":"Tim Montague","startTime":3180.5000000000005,"endTime":3184.7000000000003,"body":"Texas. That story is in clean"},{"speaker":"Tim Montague","startTime":3180.5000000000005,"endTime":3184.7000000000003,"body":"Technica, Tesla's huge expansion"},{"speaker":"Tim Montague","startTime":3184.7000000000003,"endTime":3187.3700000000003,"body":"plans at Giga Texas. And we'll"},{"speaker":"Tim Montague","startTime":3184.7000000000003,"endTime":3187.3700000000003,"body":"put that in the show notes as"},{"speaker":"Tim Montague","startTime":3187.3700000000003,"endTime":3191.21,"body":"well. And we just have a few"},{"speaker":"Tim Montague","startTime":3187.3700000000003,"endTime":3191.21,"body":"minutes, John, so we should be"},{"speaker":"Tim Montague","startTime":3191.21,"endTime":3195.26,"body":"selective what, what is the next"},{"speaker":"Tim Montague","startTime":3191.21,"endTime":3195.26,"body":"story and that you want to talk"},{"speaker":"Tim Montague","startTime":3195.26,"endTime":3195.5600000000004,"body":"about?"},{"speaker":"John Weaver","startTime":3196.3700000000003,"endTime":3198.9500000000003,"body":"I guess I would"},{"speaker":"John Weaver","startTime":3196.3700000000003,"endTime":3198.9500000000003,"body":"have a two combo if we have few"},{"speaker":"John Weaver","startTime":3198.9500000000003,"endTime":3205.67,"body":"minutes. One is that for the"},{"speaker":"John Weaver","startTime":3198.9500000000003,"endTime":3205.67,"body":"first time, in 2022, we broke $1"},{"speaker":"John Weaver","startTime":3205.67,"endTime":3211.88,"body":"trillion invested in clean"},{"speaker":"John Weaver","startTime":3205.67,"endTime":3211.88,"body":"energy technology, we grew 31%,"},{"speaker":"John Weaver","startTime":3212.3900000000003,"endTime":3218.0000000000005,"body":"the total amount invested equals"},{"speaker":"John Weaver","startTime":3212.3900000000003,"endTime":3218.0000000000005,"body":"the total amount spent on"},{"speaker":"John Weaver","startTime":3218.0000000000005,"endTime":3224.1200000000003,"body":"fossils, and everything on coal"},{"speaker":"John Weaver","startTime":3218.0000000000005,"endTime":3224.1200000000003,"body":"on oil on on construction, new"},{"speaker":"John Weaver","startTime":3224.1200000000003,"endTime":3227.0600000000004,"body":"facilities, on boats on"},{"speaker":"John Weaver","startTime":3224.1200000000003,"endTime":3227.0600000000004,"body":"everything. And this is the"},{"speaker":"John Weaver","startTime":3227.0600000000004,"endTime":3231.1400000000003,"body":"first time and expect it to keep"},{"speaker":"John Weaver","startTime":3227.0600000000004,"endTime":3231.1400000000003,"body":"growing. But it's again, it's"},{"speaker":"John Weaver","startTime":3231.1400000000003,"endTime":3233.2400000000002,"body":"the first time that this has"},{"speaker":"John Weaver","startTime":3231.1400000000003,"endTime":3233.2400000000002,"body":"occurred. And this has also"},{"speaker":"John Weaver","startTime":3233.2400000000002,"endTime":3236.2400000000002,"body":"occurred in the year when the"},{"speaker":"John Weaver","startTime":3233.2400000000002,"endTime":3236.2400000000002,"body":"price of fossils increased"},{"speaker":"John Weaver","startTime":3236.42,"endTime":3242.0600000000004,"body":"greatly. The amounts of"},{"speaker":"John Weaver","startTime":3236.42,"endTime":3242.0600000000004,"body":"revenues, I keep seeing the the"},{"speaker":"John Weaver","startTime":3242.51,"endTime":3246.92,"body":"profits for Exxon and BP and"},{"speaker":"John Weaver","startTime":3242.51,"endTime":3246.92,"body":"everybody, it's in the 10s of"},{"speaker":"John Weaver","startTime":3246.92,"endTime":3250.88,"body":"billions for every versus the"},{"speaker":"John Weaver","startTime":3246.92,"endTime":3250.88,"body":"prior year. It's like Oh, my"},{"speaker":"John Weaver","startTime":3250.88,"endTime":3255.6200000000003,"body":"goodness, 10s of billions. And"},{"speaker":"John Weaver","startTime":3250.88,"endTime":3255.6200000000003,"body":"but the green energy world is"},{"speaker":"John Weaver","startTime":3255.6200000000003,"endTime":3259.67,"body":"seeing investment now. More than"},{"speaker":"John Weaver","startTime":3255.6200000000003,"endTime":3259.67,"body":"50% of this investment was made"},{"speaker":"John Weaver","startTime":3259.67,"endTime":3266.0000000000005,"body":"by China. And a huge portion of"},{"speaker":"John Weaver","startTime":3259.67,"endTime":3266.0000000000005,"body":"it was made in electric buying"},{"speaker":"John Weaver","startTime":3266.0000000000005,"endTime":3270.9500000000003,"body":"literal electric vehicles. So"},{"speaker":"John Weaver","startTime":3266.0000000000005,"endTime":3270.9500000000003,"body":"it's now we're starting to see"},{"speaker":"John Weaver","startTime":3270.9500000000003,"endTime":3274.4900000000002,"body":"the clean energy Dragon, I"},{"speaker":"John Weaver","startTime":3270.9500000000003,"endTime":3274.4900000000002,"body":"guess, start to develop more."},{"speaker":"John Weaver","startTime":3274.67,"endTime":3277.7000000000003,"body":"Now. I'm also told this number"},{"speaker":"John Weaver","startTime":3274.67,"endTime":3277.7000000000003,"body":"needs to like quadruple in order"},{"speaker":"John Weaver","startTime":3277.7000000000003,"endTime":3281.9,"body":"to be on our pace on goals. But"},{"speaker":"John Weaver","startTime":3277.7000000000003,"endTime":3281.9,"body":"things like solar and wind are"},{"speaker":"John Weaver","startTime":3281.9,"endTime":3285.8,"body":"on pace EVs might be on pace,"},{"speaker":"John Weaver","startTime":3281.9,"endTime":3285.8,"body":"I'm not exactly sure. But"},{"speaker":"John Weaver","startTime":3285.8,"endTime":3290.1800000000003,"body":"they're close. But $1.1 trillion"},{"speaker":"John Weaver","startTime":3285.8,"endTime":3290.1800000000003,"body":"was spent in clean energy. And"},{"speaker":"John Weaver","startTime":3290.4800000000005,"endTime":3292.9700000000003,"body":"and that's, you know, it's a lot"},{"speaker":"John Weaver","startTime":3290.4800000000005,"endTime":3292.9700000000003,"body":"of money."},{"speaker":"Tim Montague","startTime":3293.0600000000004,"endTime":3296.2400000000002,"body":"And that story was"},{"speaker":"Tim Montague","startTime":3293.0600000000004,"endTime":3296.2400000000002,"body":"from Bloomberg, it's called"},{"speaker":"Tim Montague","startTime":3296.2400000000002,"endTime":3300.71,"body":"Clean Energy sets $1.1 trillion"},{"speaker":"Tim Montague","startTime":3296.2400000000002,"endTime":3300.71,"body":"record that now that's bound to"},{"speaker":"Tim Montague","startTime":3300.71,"endTime":3305.6600000000003,"body":"be broken. Yeah, that that"},{"speaker":"Tim Montague","startTime":3300.71,"endTime":3305.6600000000003,"body":"resonates that we need to Forex"},{"speaker":"Tim Montague","startTime":3305.6600000000003,"endTime":3312.2300000000005,"body":"that pace to really make the"},{"speaker":"Tim Montague","startTime":3305.6600000000003,"endTime":3312.2300000000005,"body":"energy transition by 2035 2040."},{"speaker":"Tim Montague","startTime":3313.82,"endTime":3318.4100000000003,"body":"Because it's, it is really game"},{"speaker":"Tim Montague","startTime":3313.82,"endTime":3318.4100000000003,"body":"on to try to keep global warming"},{"speaker":"Tim Montague","startTime":3318.4100000000003,"endTime":3321.4700000000003,"body":"below two degrees Celsius, we're"},{"speaker":"Tim Montague","startTime":3318.4100000000003,"endTime":3321.4700000000003,"body":"probably going to blow through"},{"speaker":"Tim Montague","startTime":3321.4700000000003,"endTime":3327.7400000000002,"body":"1.5. I think we're at 1.3"},{"speaker":"Tim Montague","startTime":3321.4700000000003,"endTime":3327.7400000000002,"body":"already. And so if we could stop"},{"speaker":"Tim Montague","startTime":3327.7400000000002,"endTime":3331.5800000000004,"body":"it at 1.2. Sorry, at two"},{"speaker":"Tim Montague","startTime":3327.7400000000002,"endTime":3331.5800000000004,"body":"degrees, that would be that"},{"speaker":"Tim Montague","startTime":3331.5800000000004,"endTime":3334.9700000000003,"body":"would be huge. It would be a"},{"speaker":"Tim Montague","startTime":3331.5800000000004,"endTime":3334.9700000000003,"body":"huge feat. It's totally non"},{"speaker":"Tim Montague","startTime":3334.9700000000003,"endTime":3335.4800000000005,"body":"trivial."},{"speaker":"John Weaver","startTime":3338.4500000000003,"endTime":3341.42,"body":"expect that number"},{"speaker":"John Weaver","startTime":3338.4500000000003,"endTime":3341.42,"body":"to keep flying because you know"},{"speaker":"John Weaver","startTime":3341.42,"endTime":3346.19,"body":"just a quick ad or article. Also"},{"speaker":"John Weaver","startTime":3341.42,"endTime":3346.19,"body":"on Bluebird. They show the"},{"speaker":"John Weaver","startTime":3346.19,"endTime":3352.34,"body":"amount of fossils that Europe"},{"speaker":"John Weaver","startTime":3346.19,"endTime":3352.34,"body":"was buying from Russia, and it"},{"speaker":"John Weaver","startTime":3352.34,"endTime":3354.9500000000003,"body":"went like crashed through the"},{"speaker":"John Weaver","startTime":3352.34,"endTime":3354.9500000000003,"body":"ground. This is a Bloomberg"},{"speaker":"John Weaver","startTime":3354.9500000000003,"endTime":3359.57,"body":"article. Russia can't replace"},{"speaker":"John Weaver","startTime":3354.9500000000003,"endTime":3359.57,"body":"the energy market Putin broke."},{"speaker":"John Weaver","startTime":3359.8700000000003,"endTime":3365.0600000000004,"body":"And so they show the volume for"},{"speaker":"John Weaver","startTime":3359.8700000000003,"endTime":3365.0600000000004,"body":"the same time yesterday we had"},{"speaker":"John Weaver","startTime":3365.0600000000004,"endTime":3368.3900000000003,"body":"an announcement from the head of"},{"speaker":"John Weaver","startTime":3365.0600000000004,"endTime":3368.3900000000003,"body":"the EU, I can't remember her"},{"speaker":"John Weaver","startTime":3368.3900000000003,"endTime":3375.2000000000003,"body":"name. But she said we cheated"},{"speaker":"John Weaver","startTime":3368.3900000000003,"endTime":3375.2000000000003,"body":"that the EU had completely got"},{"speaker":"John Weaver","startTime":3375.2000000000003,"endTime":3379.01,"body":"rid of their dependency on"},{"speaker":"John Weaver","startTime":3375.2000000000003,"endTime":3379.01,"body":"Russia and fossils. And they did"},{"speaker":"John Weaver","startTime":3379.01,"endTime":3384.4700000000003,"body":"it faster than they expected."},{"speaker":"John Weaver","startTime":3379.01,"endTime":3384.4700000000003,"body":"And they saved 250 billion"},{"speaker":"John Weaver","startTime":3384.5000000000005,"endTime":3389.0600000000004,"body":"euros. So they have the"},{"speaker":"John Weaver","startTime":3384.5000000000005,"endTime":3389.0600000000004,"body":"possibility to redirect reorient"},{"speaker":"John Weaver","startTime":3389.09,"endTime":3393.86,"body":"that initial funding into"},{"speaker":"John Weaver","startTime":3389.09,"endTime":3393.86,"body":"renewable power in the US. And"},{"speaker":"John Weaver","startTime":3393.86,"endTime":3398.3900000000003,"body":"she used to our net zero"},{"speaker":"John Weaver","startTime":3393.86,"endTime":3398.3900000000003,"body":"industries, not renewable us our"},{"speaker":"John Weaver","startTime":3398.42,"endTime":3404.9300000000003,"body":"E power EU pardon me. And so 250"},{"speaker":"John Weaver","startTime":3398.42,"endTime":3404.9300000000003,"body":"billion euros was a number that"},{"speaker":"John Weaver","startTime":3405.2000000000003,"endTime":3409.76,"body":"the leader of the EU just said"},{"speaker":"John Weaver","startTime":3405.2000000000003,"endTime":3409.76,"body":"out loud, that could that was"},{"speaker":"John Weaver","startTime":3410.03,"endTime":3413.4500000000003,"body":"going to be put into renewables"},{"speaker":"John Weaver","startTime":3410.03,"endTime":3413.4500000000003,"body":"into clean energy. So this 1"},{"speaker":"John Weaver","startTime":3413.4500000000003,"endTime":3416.5400000000004,"body":"trillion, you're absolutely"},{"speaker":"John Weaver","startTime":3413.4500000000003,"endTime":3416.5400000000004,"body":"right, it's going up and it"},{"speaker":"John Weaver","startTime":3416.5400000000004,"endTime":3424.5200000000004,"body":"might go up by 250 million 250"},{"speaker":"John Weaver","startTime":3416.5400000000004,"endTime":3424.5200000000004,"body":"billion euros just from Russian"},{"speaker":"John Weaver","startTime":3424.55,"endTime":3430.0400000000004,"body":"fossil fuel savings. So I"},{"speaker":"John Weaver","startTime":3424.55,"endTime":3430.0400000000004,"body":"thought that was perfect one two"},{"speaker":"John Weaver","startTime":3430.0400000000004,"endTime":3433.4900000000002,"body":"combo of articles like yeah,"},{"speaker":"John Weaver","startTime":3430.0400000000004,"endTime":3433.4900000000002,"body":"trillion, and it's about to jump"},{"speaker":"John Weaver","startTime":3433.4900000000002,"endTime":3435.65,"body":"another 100 yen or something."},{"speaker":"Tim Montague","startTime":3437.3,"endTime":3439.3100000000004,"body":"Yeah, you know, it"},{"speaker":"Tim Montague","startTime":3437.3,"endTime":3439.3100000000004,"body":"was it was cool to see that"},{"speaker":"Tim Montague","startTime":3439.3100000000004,"endTime":3444.4700000000003,"body":"Europe has passed from an energy"},{"speaker":"Tim Montague","startTime":3439.3100000000004,"endTime":3444.4700000000003,"body":"generation perspective, right,"},{"speaker":"Tim Montague","startTime":3444.4700000000003,"endTime":3450.17,"body":"wind and solar, have now passed"},{"speaker":"Tim Montague","startTime":3444.4700000000003,"endTime":3450.17,"body":"fossil fuels in Europe, and so"},{"speaker":"Tim Montague","startTime":3451.1600000000003,"endTime":3455.42,"body":"that that renewable rocket ship"},{"speaker":"Tim Montague","startTime":3451.1600000000003,"endTime":3455.42,"body":"is launched, and it is only"},{"speaker":"Tim Montague","startTime":3455.42,"endTime":3460.3100000000004,"body":"going to pull away now, as"},{"speaker":"Tim Montague","startTime":3455.42,"endTime":3460.3100000000004,"body":"fossils become less and less"},{"speaker":"Tim Montague","startTime":3460.3100000000004,"endTime":3464.6600000000003,"body":"economical. That's the key is"},{"speaker":"Tim Montague","startTime":3460.3100000000004,"endTime":3464.6600000000003,"body":"they're not competitive"},{"speaker":"Tim Montague","startTime":3464.6600000000003,"endTime":3470.0000000000005,"body":"economically. Of course, if we"},{"speaker":"Tim Montague","startTime":3464.6600000000003,"endTime":3470.0000000000005,"body":"did full cost accounting, and"},{"speaker":"Tim Montague","startTime":3470.0000000000005,"endTime":3473.09,"body":"took into account the health and"},{"speaker":"Tim Montague","startTime":3470.0000000000005,"endTime":3473.09,"body":"environmental impacts of fossil"},{"speaker":"Tim Montague","startTime":3473.09,"endTime":3476.84,"body":"fuels, we would make them much,"},{"speaker":"Tim Montague","startTime":3473.09,"endTime":3476.84,"body":"much more expensive, and it"},{"speaker":"Tim Montague","startTime":3476.84,"endTime":3482.7500000000005,"body":"would would happen even faster."},{"speaker":"Tim Montague","startTime":3476.84,"endTime":3482.7500000000005,"body":"I have an episode dropping next"},{"speaker":"Tim Montague","startTime":3482.7500000000005,"endTime":3488.03,"body":"week. And our which features an"},{"speaker":"Tim Montague","startTime":3482.7500000000005,"endTime":3488.03,"body":"article my dad wrote, called old"},{"speaker":"Tim Montague","startTime":3488.03,"endTime":3493.5200000000004,"body":"white men are ruining the future"},{"speaker":"Tim Montague","startTime":3488.03,"endTime":3493.5200000000004,"body":"for young people. And it's about"},{"speaker":"Tim Montague","startTime":3494.5400000000004,"endTime":3499.4,"body":"the 45 Q tax incentives in the"},{"speaker":"Tim Montague","startTime":3494.5400000000004,"endTime":3499.4,"body":"IRA legislation, which is"},{"speaker":"Tim Montague","startTime":3499.4,"endTime":3502.4900000000002,"body":"fueling further fossil"},{"speaker":"Tim Montague","startTime":3499.4,"endTime":3502.4900000000002,"body":"development in the United"},{"speaker":"Tim Montague","startTime":3502.4900000000002,"endTime":3508.61,"body":"States, especially what's called"},{"speaker":"Tim Montague","startTime":3502.4900000000002,"endTime":3508.61,"body":"Enhanced Oil Recovery with co2."},{"speaker":"Tim Montague","startTime":3508.61,"endTime":3515.36,"body":"So there's these tax incentives"},{"speaker":"Tim Montague","startTime":3508.61,"endTime":3515.36,"body":"in IRA to capture co2 from"},{"speaker":"Tim Montague","startTime":3515.3900000000003,"endTime":3519.44,"body":"smokestacks for about 1000,"},{"speaker":"Tim Montague","startTime":3515.3900000000003,"endTime":3519.44,"body":"smokestacks. These are ethanol"},{"speaker":"Tim Montague","startTime":3519.44,"endTime":3522.59,"body":"plants. These are oil refineries"},{"speaker":"Tim Montague","startTime":3519.44,"endTime":3522.59,"body":"and chemical plants around the"},{"speaker":"Tim Montague","startTime":3522.59,"endTime":3529.0400000000004,"body":"country. And then pump that co2"},{"speaker":"Tim Montague","startTime":3522.59,"endTime":3529.0400000000004,"body":"in pipelines, there are 66,000"},{"speaker":"Tim Montague","startTime":3529.0400000000004,"endTime":3533.57,"body":"miles of pipelines that are"},{"speaker":"Tim Montague","startTime":3529.0400000000004,"endTime":3533.57,"body":"planned to, among other places,"},{"speaker":"Tim Montague","startTime":3533.9900000000002,"endTime":3538.01,"body":"oil fields, where, you know,"},{"speaker":"Tim Montague","startTime":3533.9900000000002,"endTime":3538.01,"body":"historically, what happens is"},{"speaker":"Tim Montague","startTime":3538.01,"endTime":3543.7700000000004,"body":"they can only get 40 to 50% of"},{"speaker":"Tim Montague","startTime":3538.01,"endTime":3543.7700000000004,"body":"the oil out of these wells, and"},{"speaker":"Tim Montague","startTime":3543.7700000000004,"endTime":3548.42,"body":"then they move on, because it's"},{"speaker":"Tim Montague","startTime":3543.7700000000004,"endTime":3548.42,"body":"quote unquote, not energetically"},{"speaker":"Tim Montague","startTime":3548.42,"endTime":3552.05,"body":"feasible or not economically"},{"speaker":"Tim Montague","startTime":3548.42,"endTime":3552.05,"body":"feasible. Now, with the co2"},{"speaker":"Tim Montague","startTime":3552.05,"endTime":3555.9500000000003,"body":"incentives, they're going to"},{"speaker":"Tim Montague","startTime":3552.05,"endTime":3555.9500000000003,"body":"pump co2 down, it does, it is a"},{"speaker":"Tim Montague","startTime":3556.07,"endTime":3559.7900000000004,"body":"solvent, and it makes it"},{"speaker":"Tim Montague","startTime":3556.07,"endTime":3559.7900000000004,"body":"possible to get more oil out of"},{"speaker":"Tim Montague","startTime":3559.7900000000004,"endTime":3564.26,"body":"those wells. So this is what's"},{"speaker":"Tim Montague","startTime":3559.7900000000004,"endTime":3564.26,"body":"called a poison pill in the IRA"},{"speaker":"Tim Montague","startTime":3564.26,"endTime":3567.5600000000004,"body":"legislation. So look, stay tuned"},{"speaker":"Tim Montague","startTime":3564.26,"endTime":3567.5600000000004,"body":"for that next Tuesday, that"},{"speaker":"Tim Montague","startTime":3568.0400000000004,"endTime":3572.5400000000004,"body":"episode is going to drop on"},{"speaker":"Tim Montague","startTime":3568.0400000000004,"endTime":3572.5400000000004,"body":"clean power. hour.com. Well,"},{"speaker":"Tim Montague","startTime":3572.5400000000004,"endTime":3574.7000000000003,"body":"John, I'd love to talk about"},{"speaker":"Tim Montague","startTime":3572.5400000000004,"endTime":3574.7000000000003,"body":"Hyundai, but I think we should"},{"speaker":"Tim Montague","startTime":3574.7000000000003,"endTime":3578.42,"body":"just wrap up and let our"},{"speaker":"Tim Montague","startTime":3574.7000000000003,"endTime":3578.42,"body":"listeners know how on earth they"},{"speaker":"Tim Montague","startTime":3578.42,"endTime":3582.38,"body":"could find you, Mr. commercial"},{"speaker":"Tim Montague","startTime":3578.42,"endTime":3582.38,"body":"solar guy because I want more of"},{"speaker":"Tim Montague","startTime":3582.38,"endTime":3587.09,"body":"our listeners to find you and do"},{"speaker":"Tim Montague","startTime":3582.38,"endTime":3587.09,"body":"commercial and utility scale"},{"speaker":"Tim Montague","startTime":3587.09,"endTime":3590.6000000000004,"body":"projects with you you're"},{"speaker":"Tim Montague","startTime":3587.09,"endTime":3590.6000000000004,"body":"building rooftop CNI, solar,"},{"speaker":"Tim Montague","startTime":3590.6000000000004,"endTime":3593.57,"body":"you're building residential"},{"speaker":"Tim Montague","startTime":3590.6000000000004,"endTime":3593.57,"body":"solar with whaling city solar."},{"speaker":"Tim Montague","startTime":3593.57,"endTime":3597.11,"body":"And of course, you're developing"},{"speaker":"Tim Montague","startTime":3593.57,"endTime":3597.11,"body":"community or small utility scale"},{"speaker":"Tim Montague","startTime":3597.11,"endTime":3599.15,"body":"solar projects. So how can our"},{"speaker":"Tim Montague","startTime":3597.11,"endTime":3599.15,"body":"listeners find you?"},{"speaker":"John Weaver","startTime":3600.2000000000003,"endTime":3603.53,"body":"easiest ways,"},{"speaker":"John Weaver","startTime":3600.2000000000003,"endTime":3603.53,"body":"commercial solar guy.com, we"},{"speaker":"John Weaver","startTime":3603.53,"endTime":3607.1600000000003,"body":"have a contact us page, you can"},{"speaker":"John Weaver","startTime":3603.53,"endTime":3607.1600000000003,"body":"send an email. You can also"},{"speaker":"John Weaver","startTime":3607.1600000000003,"endTime":3610.67,"body":"email me at John at commercial"},{"speaker":"John Weaver","startTime":3607.1600000000003,"endTime":3610.67,"body":"solar guy. I'm also on LinkedIn"},{"speaker":"John Weaver","startTime":3610.67,"endTime":3613.5800000000004,"body":"and Twitter a whole bunch, just"},{"speaker":"John Weaver","startTime":3610.67,"endTime":3613.5800000000004,"body":"john fitzgerald Weaver or"},{"speaker":"John Weaver","startTime":3613.5800000000004,"endTime":3617.09,"body":"commercial solar guy, you'll"},{"speaker":"John Weaver","startTime":3613.5800000000004,"endTime":3617.09,"body":"find me but all over the"},{"speaker":"John Weaver","startTime":3617.09,"endTime":3620.3900000000003,"body":"internet, just type in my name,"},{"speaker":"John Weaver","startTime":3617.09,"endTime":3620.3900000000003,"body":"you'll find me John Fitzgerald"},{"speaker":"John Weaver","startTime":3620.3900000000003,"endTime":3620.7500000000005,"body":"Weaver."},{"speaker":"Tim Montague","startTime":3620.8100000000004,"endTime":3623.3900000000003,"body":"And John has"},{"speaker":"Tim Montague","startTime":3620.8100000000004,"endTime":3623.3900000000003,"body":"regularly penning stories in PV"},{"speaker":"Tim Montague","startTime":3623.3900000000003,"endTime":3625.8500000000004,"body":"magazine. So you can also find"},{"speaker":"Tim Montague","startTime":3623.3900000000003,"endTime":3625.8500000000004,"body":"him if you go to PV"},{"speaker":"Tim Montague","startTime":3625.8500000000004,"endTime":3632.0600000000004,"body":"magazine.com. And you'll find"},{"speaker":"Tim Montague","startTime":3625.8500000000004,"endTime":3632.0600000000004,"body":"John there. So with that, you"},{"speaker":"Tim Montague","startTime":3632.0600000000004,"endTime":3635.57,"body":"can find all of our content at"},{"speaker":"Tim Montague","startTime":3632.0600000000004,"endTime":3635.57,"body":"Clean Power hour.com. That's our"},{"speaker":"Tim Montague","startTime":3635.57,"endTime":3639.26,"body":"website, find the audio, find"},{"speaker":"Tim Montague","startTime":3635.57,"endTime":3639.26,"body":"the video, subscribe to our"},{"speaker":"Tim Montague","startTime":3639.26,"endTime":3641.84,"body":"YouTube channel. And please give"},{"speaker":"Tim Montague","startTime":3639.26,"endTime":3641.84,"body":"us a rating and review. You can"},{"speaker":"Tim Montague","startTime":3641.84,"endTime":3646.19,"body":"do that right on the website."},{"speaker":"Tim Montague","startTime":3641.84,"endTime":3646.19,"body":"There's a link for giving us a"},{"speaker":"Tim Montague","startTime":3646.19,"endTime":3650.4800000000005,"body":"review on Apple or Spotify. And"},{"speaker":"Tim Montague","startTime":3646.19,"endTime":3650.4800000000005,"body":"that's vital so that others can"},{"speaker":"Tim Montague","startTime":3650.4800000000005,"endTime":3654.5600000000004,"body":"find this content. We need 1000s"},{"speaker":"Tim Montague","startTime":3650.4800000000005,"endTime":3654.5600000000004,"body":"and 1000s of more people to"},{"speaker":"Tim Montague","startTime":3654.5600000000004,"endTime":3657.4700000000003,"body":"become informed about the energy"},{"speaker":"Tim Montague","startTime":3654.5600000000004,"endTime":3657.4700000000003,"body":"transition and the great"},{"speaker":"Tim Montague","startTime":3657.4700000000003,"endTime":3661.5200000000004,"body":"economic opportunities that it"},{"speaker":"Tim Montague","startTime":3657.4700000000003,"endTime":3661.5200000000004,"body":"presents. It is the wealth,"},{"speaker":"Tim Montague","startTime":3661.8500000000004,"endTime":3666.32,"body":"creation and wealth, transfer"},{"speaker":"Tim Montague","startTime":3661.8500000000004,"endTime":3666.32,"body":"opportunity of our lifetimes."},{"speaker":"Tim Montague","startTime":3666.32,"endTime":3670.82,"body":"And so it's a great, good for"},{"speaker":"Tim Montague","startTime":3666.32,"endTime":3670.82,"body":"humanity. With that. I want to"},{"speaker":"Tim Montague","startTime":3670.82,"endTime":3673.46,"body":"say thank you, John Weaver and"},{"speaker":"Tim Montague","startTime":3670.82,"endTime":3673.46,"body":"let's grow solar and storage."},{"speaker":"Tim Montague","startTime":3673.46,"endTime":3676.3700000000003,"body":"We'll see you next week, John."},{"speaker":"Tim Montague","startTime":3673.46,"endTime":3676.3700000000003,"body":"Oh, no, we won't see you next"},{"speaker":"Tim Montague","startTime":3676.3700000000003,"endTime":3679.3700000000003,"body":"week. We're going to be doing"},{"speaker":"Tim Montague","startTime":3676.3700000000003,"endTime":3679.3700000000003,"body":"our episode on Wednesday, not"},{"speaker":"Tim Montague","startTime":3679.3700000000003,"endTime":3683.36,"body":"Thursday, John's going to be on"},{"speaker":"Tim Montague","startTime":3679.3700000000003,"endTime":3683.36,"body":"vacation. And I have Julia Piper"},{"speaker":"Tim Montague","startTime":3683.69,"endTime":3688.1000000000004,"body":"coming on the show as a co host."},{"speaker":"Tim Montague","startTime":3683.69,"endTime":3688.1000000000004,"body":"We're going to be geeking out on"},{"speaker":"Tim Montague","startTime":3688.1000000000004,"endTime":3692.9900000000002,"body":"residential solar. That is one"},{"speaker":"Tim Montague","startTime":3688.1000000000004,"endTime":3692.9900000000002,"body":"of her expertise. So you can"},{"speaker":"Tim Montague","startTime":3692.9900000000002,"endTime":3696.59,"body":"look for a slightly different"},{"speaker":"Tim Montague","startTime":3692.9900000000002,"endTime":3696.59,"body":"episode next week but and John"},{"speaker":"Tim Montague","startTime":3696.59,"endTime":3697.1000000000004,"body":"where is it that"},{"speaker":"John Weaver","startTime":3697.1000000000004,"endTime":3699.32,"body":"you're going? Costa"},{"speaker":"John Weaver","startTime":3697.1000000000004,"endTime":3699.32,"body":"Rica."},{"speaker":"Tim Montague","startTime":3699.53,"endTime":3702.8,"body":"Yes. I love it."},{"speaker":"Tim Montague","startTime":3699.53,"endTime":3702.8,"body":"I've never been so I look"},{"speaker":"Tim Montague","startTime":3702.8,"endTime":3707.5400000000004,"body":"forward to hearing about that"},{"speaker":"Tim Montague","startTime":3702.8,"endTime":3707.5400000000004,"body":"trip so with that I'll say Have"},{"speaker":"Tim Montague","startTime":3707.5400000000004,"endTime":3708.3500000000004,"body":"a great day everyone"}]}