{"version":"1.0.0","segments":[{"speaker":"Ryan Brown","startTime":50.78,"endTime":53.51,"body":"Electric vehicles"},{"speaker":"Ryan Brown","startTime":50.78,"endTime":53.51,"body":"have dominated the conversation"},{"speaker":"Ryan Brown","startTime":53.6,"endTime":60.59,"body":"until now. But energy storage is"},{"speaker":"Ryan Brown","startTime":53.6,"endTime":60.59,"body":"in its infancy. Its growth in"},{"speaker":"Ryan Brown","startTime":60.59,"endTime":64.16,"body":"terms of like absolute numbers."},{"speaker":"Ryan Brown","startTime":60.59,"endTime":64.16,"body":"It's on the same growth curve as"},{"speaker":"Ryan Brown","startTime":64.16,"endTime":68.09,"body":"EVs just shifted five years. If"},{"speaker":"Ryan Brown","startTime":64.16,"endTime":68.09,"body":"you do the math and assume like"},{"speaker":"Ryan Brown","startTime":68.09,"endTime":71.72,"body":"the fully renewable for too"},{"speaker":"Ryan Brown","startTime":68.09,"endTime":71.72,"body":"long, or actually will be more,"},{"speaker":"Ryan Brown","startTime":71.78,"endTime":74.87,"body":"and in that scenario, there's"},{"speaker":"Ryan Brown","startTime":71.78,"endTime":74.87,"body":"like very likely to be a lot"},{"speaker":"Ryan Brown","startTime":74.87,"endTime":77.87,"body":"more batteries used for energy"},{"speaker":"Ryan Brown","startTime":74.87,"endTime":77.87,"body":"storage than electric vehicles."},{"speaker":"intro","startTime":78.29,"endTime":81.2,"body":"Are you speeding the"},{"speaker":"intro","startTime":78.29,"endTime":81.2,"body":"energy transition? Here at the"},{"speaker":"intro","startTime":81.2,"endTime":84.89,"body":"Clean Power Hour, our hosts, Tim"},{"speaker":"intro","startTime":81.2,"endTime":84.89,"body":"Montague and John Weaver bring"},{"speaker":"intro","startTime":84.89,"endTime":88.58,"body":"you the best in solar, batteries"},{"speaker":"intro","startTime":84.89,"endTime":88.58,"body":"and clean technologies every"},{"speaker":"intro","startTime":88.58,"endTime":92.57,"body":"week. Want to go deeper into"},{"speaker":"intro","startTime":88.58,"endTime":92.57,"body":"decarbonisation. We do too,"},{"speaker":"intro","startTime":92.78,"endTime":95.18,"body":"we're here to help you"},{"speaker":"intro","startTime":92.78,"endTime":95.18,"body":"understand and command the"},{"speaker":"intro","startTime":95.18,"endTime":98.93,"body":"commercial, residential and"},{"speaker":"intro","startTime":95.18,"endTime":98.93,"body":"utility, solar, wind and storage"},{"speaker":"intro","startTime":98.93,"endTime":102.71000000000001,"body":"industries. So let's get to it."},{"speaker":"intro","startTime":98.93,"endTime":102.71000000000001,"body":"Together, we can speed the"},{"speaker":"intro","startTime":102.71000000000001,"endTime":103.78999999999999,"body":"energy transition."},{"speaker":"Tim Montague","startTime":106.64,"endTime":108.53,"body":"The Clean Power"},{"speaker":"Tim Montague","startTime":106.64,"endTime":108.53,"body":"Hour is brought to you by the"},{"speaker":"Tim Montague","startTime":108.53,"endTime":110.75,"body":"Clean Power Consulting Group,"},{"speaker":"Tim Montague","startTime":108.53,"endTime":110.75,"body":"please check out all of our"},{"speaker":"Tim Montague","startTime":110.75,"endTime":114.95,"body":"content at cleanpowerhour.com"},{"speaker":"Tim Montague","startTime":110.75,"endTime":114.95,"body":"Give us a rating and a review on"},{"speaker":"Tim Montague","startTime":114.95,"endTime":119.33,"body":"Apple and Spotify so that others"},{"speaker":"Tim Montague","startTime":114.95,"endTime":119.33,"body":"can find this content. Today on"},{"speaker":"Tim Montague","startTime":119.33,"endTime":123.14,"body":"the Clean Power Hour, a safer"},{"speaker":"Tim Montague","startTime":119.33,"endTime":123.14,"body":"non lithium battery. My guest"},{"speaker":"Tim Montague","startTime":123.14,"endTime":127.19,"body":"today is Ryan Brown. He is the"},{"speaker":"Tim Montague","startTime":123.14,"endTime":127.19,"body":"CEO and founder of salient"},{"speaker":"Tim Montague","startTime":127.19,"endTime":128.78,"body":"energy. Welcome to the show,"},{"speaker":"Tim Montague","startTime":127.19,"endTime":128.78,"body":"Ryan."},{"speaker":"Ryan Brown","startTime":128.99,"endTime":130.49,"body":"It's my pleasure to"},{"speaker":"Ryan Brown","startTime":128.99,"endTime":130.49,"body":"be here."},{"speaker":"Tim Montague","startTime":131.21,"endTime":134.93,"body":"I've had a slew of"},{"speaker":"Tim Montague","startTime":131.21,"endTime":134.93,"body":"battery companies on the show"},{"speaker":"Tim Montague","startTime":134.93,"endTime":139.49,"body":"now, and I'm thrilled to do"},{"speaker":"Tim Montague","startTime":134.93,"endTime":139.49,"body":"that. It's, you know, storage is"},{"speaker":"Tim Montague","startTime":139.49,"endTime":145.1,"body":"the perfect complement to solar"},{"speaker":"Tim Montague","startTime":139.49,"endTime":145.1,"body":"and wind. And so we need"},{"speaker":"Tim Montague","startTime":145.37,"endTime":148.64,"body":"terawatts and terawatts, or"},{"speaker":"Tim Montague","startTime":145.37,"endTime":148.64,"body":"terawatt hours and terawatt"},{"speaker":"Tim Montague","startTime":148.64,"endTime":154.4,"body":"hours of storage. And it's a"},{"speaker":"Tim Montague","startTime":148.64,"endTime":154.4,"body":"both and right. There's lithium"},{"speaker":"Tim Montague","startTime":154.4,"endTime":158.78,"body":"battery on mass now,"},{"speaker":"Tim Montague","startTime":154.4,"endTime":158.78,"body":"electrifying transportation, and"},{"speaker":"Tim Montague","startTime":159.47,"endTime":163.82,"body":"electrifying the grid. And now"},{"speaker":"Tim Montague","startTime":159.47,"endTime":163.82,"body":"there's a handful of competing"},{"speaker":"Tim Montague","startTime":163.82,"endTime":166.57999999999998,"body":"technologies and you have one of"},{"speaker":"Tim Montague","startTime":163.82,"endTime":166.57999999999998,"body":"them. Tell us a little bit about"},{"speaker":"Tim Montague","startTime":166.57999999999998,"endTime":169.61,"body":"yourself. How did you get"},{"speaker":"Tim Montague","startTime":166.57999999999998,"endTime":169.61,"body":"interested in storage and what"},{"speaker":"Tim Montague","startTime":169.61,"endTime":171.01999999999998,"body":"is salient up to?"},{"speaker":"Ryan Brown","startTime":172.22,"endTime":175.07,"body":"Yeah, great. So I"},{"speaker":"Ryan Brown","startTime":172.22,"endTime":175.07,"body":"got interested in storage"},{"speaker":"Ryan Brown","startTime":175.07,"endTime":181.94,"body":"because I, I started school with"},{"speaker":"Ryan Brown","startTime":175.07,"endTime":181.94,"body":"the sole objective of becoming"},{"speaker":"Ryan Brown","startTime":181.94,"endTime":186.65,"body":"very rich. So I went to a"},{"speaker":"Ryan Brown","startTime":181.94,"endTime":186.65,"body":"finance programme, I got an"},{"speaker":"Ryan Brown","startTime":186.65,"endTime":191.42,"body":"internship at an investment"},{"speaker":"Ryan Brown","startTime":186.65,"endTime":191.42,"body":"bank, and it took all of about"},{"speaker":"Ryan Brown","startTime":191.48,"endTime":196.4,"body":"three weeks to realise I had"},{"speaker":"Ryan Brown","startTime":191.48,"endTime":196.4,"body":"made a terrible mistake. And so"},{"speaker":"Ryan Brown","startTime":196.43,"endTime":199.97,"body":"at that point, I had my quarter"},{"speaker":"Ryan Brown","startTime":196.43,"endTime":199.97,"body":"life crisis where I realised I"},{"speaker":"Ryan Brown","startTime":199.97,"endTime":203.66,"body":"would want to work on climate"},{"speaker":"Ryan Brown","startTime":199.97,"endTime":203.66,"body":"change. I restarted school wind"},{"speaker":"Ryan Brown","startTime":203.66,"endTime":208.19,"body":"engineering, and tried to think"},{"speaker":"Ryan Brown","startTime":203.66,"endTime":208.19,"body":"of where I thought the next"},{"speaker":"Ryan Brown","startTime":208.19,"endTime":212.09,"body":"biggest technological frontier"},{"speaker":"Ryan Brown","startTime":208.19,"endTime":212.09,"body":"was in the fight against climate"},{"speaker":"Ryan Brown","startTime":212.09,"endTime":216.71,"body":"change. Batteries popped up this"},{"speaker":"Ryan Brown","startTime":212.09,"endTime":216.71,"body":"was 2013 I said, I'm gonna get"},{"speaker":"Ryan Brown","startTime":216.71,"endTime":219.11,"body":"into batteries. Batteries seemed"},{"speaker":"Ryan Brown","startTime":216.71,"endTime":219.11,"body":"like the big thing. We got the"},{"speaker":"Ryan Brown","startTime":219.11,"endTime":222.11,"body":"next big thing we have to figure"},{"speaker":"Ryan Brown","startTime":219.11,"endTime":222.11,"body":"out for the energy transition."},{"speaker":"Ryan Brown","startTime":222.59,"endTime":228.35,"body":"And then five years of working"},{"speaker":"Ryan Brown","startTime":222.59,"endTime":228.35,"body":"in research for looking at other"},{"speaker":"Ryan Brown","startTime":228.35,"endTime":233.09,"body":"batteries startups, I have the"},{"speaker":"Ryan Brown","startTime":228.35,"endTime":233.09,"body":"great fortune of having a lab"},{"speaker":"Ryan Brown","startTime":233.09,"endTime":237.62,"body":"mate, invent our new zinc ion"},{"speaker":"Ryan Brown","startTime":233.09,"endTime":237.62,"body":"technology that led to saline"},{"speaker":"Ryan Brown","startTime":237.62,"endTime":238.07,"body":"energy."},{"speaker":"Tim Montague","startTime":239.12,"endTime":245.12,"body":"Cool. So what what"},{"speaker":"Tim Montague","startTime":239.12,"endTime":245.12,"body":"differentiates salient from all"},{"speaker":"Tim Montague","startTime":245.12,"endTime":248.36,"body":"the others? And how are you"},{"speaker":"Tim Montague","startTime":245.12,"endTime":248.36,"body":"planning to go to market"},{"speaker":"Ryan Brown","startTime":249.17,"endTime":251.96,"body":"so zinc batteries"},{"speaker":"Ryan Brown","startTime":249.17,"endTime":251.96,"body":"have been around for centuries,"},{"speaker":"Ryan Brown","startTime":252.62,"endTime":256.07,"body":"the first battery ever made was"},{"speaker":"Ryan Brown","startTime":252.62,"endTime":256.07,"body":"a zinc battery. But the problem"},{"speaker":"Ryan Brown","startTime":256.07,"endTime":260.51,"body":"with zinc batteries in the past"},{"speaker":"Ryan Brown","startTime":256.07,"endTime":260.51,"body":"has typically been around"},{"speaker":"Ryan Brown","startTime":260.53999999999996,"endTime":266.27,"body":"rechargeability. The best zinc"},{"speaker":"Ryan Brown","startTime":260.53999999999996,"endTime":266.27,"body":"batteries in terms of you know"},{"speaker":"Ryan Brown","startTime":266.27,"endTime":269.39,"body":"how much energy they get in"},{"speaker":"Ryan Brown","startTime":266.27,"endTime":269.39,"body":"their performance, have always"},{"speaker":"Ryan Brown","startTime":269.39,"endTime":273.35,"body":"used a really high pH alkaline"},{"speaker":"Ryan Brown","startTime":269.39,"endTime":273.35,"body":"electrolyte. But the problem"},{"speaker":"Ryan Brown","startTime":273.35,"endTime":276.91999999999996,"body":"with those systems is that they"},{"speaker":"Ryan Brown","startTime":273.35,"endTime":276.91999999999996,"body":"don't recharge easily. So these"},{"speaker":"Ryan Brown","startTime":276.91999999999996,"endTime":279.89,"body":"are your disposable dura cells,"},{"speaker":"Ryan Brown","startTime":276.91999999999996,"endTime":279.89,"body":"there's a reason you're not"},{"speaker":"Ryan Brown","startTime":279.89,"endTime":283.34000000000003,"body":"supposed to recharge them, they"},{"speaker":"Ryan Brown","startTime":279.89,"endTime":283.34000000000003,"body":"can short circuit and have big"},{"speaker":"Ryan Brown","startTime":283.34000000000003,"endTime":288.05,"body":"problems. And while there's been"},{"speaker":"Ryan Brown","startTime":283.34000000000003,"endTime":288.05,"body":"a lot of work on making alkaline"},{"speaker":"Ryan Brown","startTime":288.05,"endTime":292.4,"body":"batteries more rechargeable. If"},{"speaker":"Ryan Brown","startTime":288.05,"endTime":292.4,"body":"you're creating a battery that"},{"speaker":"Ryan Brown","startTime":292.4,"endTime":297.83000000000004,"body":"needs to last 10 to 20 years and"},{"speaker":"Ryan Brown","startTime":292.4,"endTime":297.83000000000004,"body":"be paired with solar, you really"},{"speaker":"Ryan Brown","startTime":297.83000000000004,"endTime":302.21000000000004,"body":"need to get a new type of"},{"speaker":"Ryan Brown","startTime":297.83000000000004,"endTime":302.21000000000004,"body":"chemistry, where rechargeability"},{"speaker":"Ryan Brown","startTime":302.21000000000004,"endTime":306.95000000000005,"body":"is easy. And what makes the zinc"},{"speaker":"Ryan Brown","startTime":302.21000000000004,"endTime":306.95000000000005,"body":"ion battery different is there"},{"speaker":"Ryan Brown","startTime":306.95000000000005,"endTime":311.17999999999995,"body":"was a bunch of high pH sync"},{"speaker":"Ryan Brown","startTime":306.95000000000005,"endTime":311.17999999999995,"body":"batteries. There's a bunch of"},{"speaker":"Ryan Brown","startTime":311.6,"endTime":315.67999999999995,"body":"low p sync batteries. But we're"},{"speaker":"Ryan Brown","startTime":311.6,"endTime":315.67999999999995,"body":"the first one to have this like"},{"speaker":"Ryan Brown","startTime":315.71000000000004,"endTime":321.40999999999997,"body":"middle of the ground sweetspot"},{"speaker":"Ryan Brown","startTime":315.71000000000004,"endTime":321.40999999999997,"body":"cell that is enabled by our new"},{"speaker":"Ryan Brown","startTime":321.95000000000005,"endTime":325.90999999999997,"body":"type of cathode. So our new type"},{"speaker":"Ryan Brown","startTime":321.95000000000005,"endTime":325.90999999999997,"body":"of cathode works in neutral pH."},{"speaker":"Ryan Brown","startTime":326.27,"endTime":329.39,"body":"And that neutral pH makes it"},{"speaker":"Ryan Brown","startTime":326.27,"endTime":329.39,"body":"easy to recharge your battery"},{"speaker":"Ryan Brown","startTime":329.39,"endTime":333.14,"body":"1000s of times and that's why"},{"speaker":"Ryan Brown","startTime":329.39,"endTime":333.14,"body":"we're really excited about zinc"},{"speaker":"Ryan Brown","startTime":333.14,"endTime":337.78999999999996,"body":"ions potential to replace"},{"speaker":"Ryan Brown","startTime":333.14,"endTime":337.78999999999996,"body":"lithium ion in stationary energy"},{"speaker":"Ryan Brown","startTime":337.78999999999996,"endTime":338.33000000000004,"body":"storage."},{"speaker":"Tim Montague","startTime":339.20000000000005,"endTime":342.38,"body":"Okay, so the"},{"speaker":"Tim Montague","startTime":339.20000000000005,"endTime":342.38,"body":"market is stationary storage. I"},{"speaker":"Tim Montague","startTime":342.38,"endTime":346.64,"body":"see that you've struck a deal"},{"speaker":"Tim Montague","startTime":342.38,"endTime":346.64,"body":"with the homebuilder in the"},{"speaker":"Tim Montague","startTime":346.64,"endTime":353.78,"body":"Sunbelt, Texas across the"},{"speaker":"Tim Montague","startTime":346.64,"endTime":353.78,"body":"Southwest What? You know, what's"},{"speaker":"Tim Montague","startTime":353.78,"endTime":359.03,"body":"the status of that project? And"},{"speaker":"Tim Montague","startTime":353.78,"endTime":359.03,"body":"tell us a little bit about why"},{"speaker":"Tim Montague","startTime":359.03,"endTime":363.16999999999996,"body":"you've chosen the residential"},{"speaker":"Tim Montague","startTime":359.03,"endTime":363.16999999999996,"body":"storage market as a toe in the"},{"speaker":"Tim Montague","startTime":363.16999999999996,"endTime":363.65,"body":"water?"},{"speaker":"Ryan Brown","startTime":364.22,"endTime":367.90999999999997,"body":"Great question. So"},{"speaker":"Ryan Brown","startTime":364.22,"endTime":367.90999999999997,"body":"the residential market is a"},{"speaker":"Ryan Brown","startTime":367.97,"endTime":371.69000000000005,"body":"really great first market"},{"speaker":"Ryan Brown","startTime":367.97,"endTime":371.69000000000005,"body":"running battery startup. Because"},{"speaker":"Ryan Brown","startTime":371.69000000000005,"endTime":376.30999999999995,"body":"you can get your products market"},{"speaker":"Ryan Brown","startTime":371.69000000000005,"endTime":376.30999999999995,"body":"quicker, they're smaller, so you"},{"speaker":"Ryan Brown","startTime":376.30999999999995,"endTime":378.89,"body":"don't need Giga factories before"},{"speaker":"Ryan Brown","startTime":376.30999999999995,"endTime":378.89,"body":"you can fulfil your first"},{"speaker":"Ryan Brown","startTime":378.89,"endTime":384.08000000000004,"body":"project. And what they care most"},{"speaker":"Ryan Brown","startTime":378.89,"endTime":384.08000000000004,"body":"about is safety. So we have a"},{"speaker":"Ryan Brown","startTime":384.08000000000004,"endTime":388.01,"body":"water based safety battery"},{"speaker":"Ryan Brown","startTime":384.08000000000004,"endTime":388.01,"body":"resident, the residential market"},{"speaker":"Ryan Brown","startTime":388.37,"endTime":392.45000000000005,"body":"values that above everything"},{"speaker":"Ryan Brown","startTime":388.37,"endTime":392.45000000000005,"body":"else, and then by finding good"},{"speaker":"Ryan Brown","startTime":392.45000000000005,"endTime":396.47,"body":"customers in the homebuilding"},{"speaker":"Ryan Brown","startTime":392.45000000000005,"endTime":396.47,"body":"segment, we know that we can"},{"speaker":"Ryan Brown","startTime":396.5,"endTime":400.54999999999995,"body":"quickly get products market,"},{"speaker":"Ryan Brown","startTime":396.5,"endTime":400.54999999999995,"body":"scale, learn quickly, and then"},{"speaker":"Ryan Brown","startTime":400.58000000000004,"endTime":405.89,"body":"use that knowledge to go into"},{"speaker":"Ryan Brown","startTime":400.58000000000004,"endTime":405.89,"body":"utility scale projects. The"},{"speaker":"Ryan Brown","startTime":405.89,"endTime":409.49,"body":"reason we particularly like"},{"speaker":"Ryan Brown","startTime":405.89,"endTime":409.49,"body":"working with sustainability"},{"speaker":"Ryan Brown","startTime":409.49,"endTime":413.84000000000003,"body":"focused home builders is because"},{"speaker":"Ryan Brown","startTime":409.49,"endTime":413.84000000000003,"body":"they have one, they love"},{"speaker":"Ryan Brown","startTime":413.84000000000003,"endTime":416.87,"body":"fintech. There's a reason they"},{"speaker":"Ryan Brown","startTime":413.84000000000003,"endTime":416.87,"body":"are, you know, building Net Zero"},{"speaker":"Ryan Brown","startTime":416.87,"endTime":420.5,"body":"communities. It's that, you"},{"speaker":"Ryan Brown","startTime":416.87,"endTime":420.5,"body":"know, it's their amazing,"},{"speaker":"Ryan Brown","startTime":420.67999999999995,"endTime":424.85,"body":"enthusiastic early adopters. And"},{"speaker":"Ryan Brown","startTime":420.67999999999995,"endTime":424.85,"body":"they're also planning on long"},{"speaker":"Ryan Brown","startTime":424.85,"endTime":429.95000000000005,"body":"timescales. So, the past few"},{"speaker":"Ryan Brown","startTime":424.85,"endTime":429.95000000000005,"body":"years, there has been major"},{"speaker":"Ryan Brown","startTime":429.95000000000005,"endTime":434.09000000000003,"body":"disruptions, the lithium ion"},{"speaker":"Ryan Brown","startTime":429.95000000000005,"endTime":434.09000000000003,"body":"supply chain, energy storage"},{"speaker":"Ryan Brown","startTime":434.09000000000003,"endTime":438.20000000000005,"body":"systems are experiencing six to"},{"speaker":"Ryan Brown","startTime":434.09000000000003,"endTime":438.20000000000005,"body":"12 month delays. If you're"},{"speaker":"Ryan Brown","startTime":438.20000000000005,"endTime":440.99,"body":"planning a development three"},{"speaker":"Ryan Brown","startTime":438.20000000000005,"endTime":440.99,"body":"years out, and it's a big"},{"speaker":"Ryan Brown","startTime":440.99,"endTime":445.49,"body":"development, if your battery"},{"speaker":"Ryan Brown","startTime":440.99,"endTime":445.49,"body":"holds up your entire project by"},{"speaker":"Ryan Brown","startTime":445.49,"endTime":449.12,"body":"a year, that's a major issue. So"},{"speaker":"Ryan Brown","startTime":445.49,"endTime":449.12,"body":"these people are planning today"},{"speaker":"Ryan Brown","startTime":449.39,"endTime":453.53,"body":"for the batteries of the future."},{"speaker":"Ryan Brown","startTime":449.39,"endTime":453.53,"body":"And what they're really want is"},{"speaker":"Ryan Brown","startTime":453.53,"endTime":458.51,"body":"safety and a secure supply"},{"speaker":"Ryan Brown","startTime":453.53,"endTime":458.51,"body":"chain. So we're working with"},{"speaker":"Ryan Brown","startTime":458.51,"endTime":461.75,"body":"those home builders as our first"},{"speaker":"Ryan Brown","startTime":458.51,"endTime":461.75,"body":"customers developing products"},{"speaker":"Ryan Brown","startTime":461.75,"endTime":465.38,"body":"with them, specifying pilots"},{"speaker":"Ryan Brown","startTime":461.75,"endTime":465.38,"body":"with them, with the goal of"},{"speaker":"Ryan Brown","startTime":465.40999999999997,"endTime":470.96000000000004,"body":"becoming the kind of main"},{"speaker":"Ryan Brown","startTime":465.40999999999997,"endTime":470.96000000000004,"body":"supplier for that segment as we"},{"speaker":"Ryan Brown","startTime":471.16999999999996,"endTime":474.55999999999995,"body":"build our own large factories a"},{"speaker":"Ryan Brown","startTime":471.16999999999996,"endTime":474.55999999999995,"body":"couple years out."},{"speaker":"Tim Montague","startTime":473.78,"endTime":477.08000000000004,"body":"The Clean Power"},{"speaker":"Tim Montague","startTime":473.78,"endTime":477.08000000000004,"body":"Hour is brought to you by"},{"speaker":"Tim Montague","startTime":477.08000000000004,"endTime":480.77,"body":"Denowatts. If you're a solar PV"},{"speaker":"Tim Montague","startTime":477.08000000000004,"endTime":480.77,"body":"asset manager or performance"},{"speaker":"Tim Montague","startTime":480.77,"endTime":483.79999999999995,"body":"engineer, you need better data"},{"speaker":"Tim Montague","startTime":480.77,"endTime":483.79999999999995,"body":"and better business"},{"speaker":"Tim Montague","startTime":483.79999999999995,"endTime":487.22,"body":"intelligence. With Denowatts,"},{"speaker":"Tim Montague","startTime":483.79999999999995,"endTime":487.22,"body":"digital twin benchmarking"},{"speaker":"Tim Montague","startTime":487.22,"endTime":491.12,"body":"technology you get more"},{"speaker":"Tim Montague","startTime":487.22,"endTime":491.12,"body":"accurate, efficient, and faster"},{"speaker":"Tim Montague","startTime":491.12,"endTime":494.63,"body":"performance measurement results."},{"speaker":"Tim Montague","startTime":491.12,"endTime":494.63,"body":"The fourth generation Deno"},{"speaker":"Tim Montague","startTime":494.63,"endTime":498.59000000000003,"body":"recently completed a technical"},{"speaker":"Tim Montague","startTime":494.63,"endTime":498.59000000000003,"body":"review by DNV you can download"},{"speaker":"Tim Montague","startTime":498.59000000000003,"endTime":505.1,"body":"the report at Denowatts.com,"},{"speaker":"Tim Montague","startTime":498.59000000000003,"endTime":505.1,"body":"that's D E N O W A T T S .com."},{"speaker":"Tim Montague","startTime":505.52,"endTime":506.57000000000005,"body":"Now back to the show."},{"speaker":"Tim Montague","startTime":507.98,"endTime":515.03,"body":"So I resonate, you know, I want"},{"speaker":"Tim Montague","startTime":507.98,"endTime":515.03,"body":"a battery in my garage that is"},{"speaker":"Tim Montague","startTime":515.03,"endTime":518.87,"body":"as safe as the refrigerator"},{"speaker":"Tim Montague","startTime":515.03,"endTime":518.87,"body":"freezer, right? You don't want"},{"speaker":"Tim Montague","startTime":518.87,"endTime":522.5,"body":"to have to worry about thermal"},{"speaker":"Tim Montague","startTime":518.87,"endTime":522.5,"body":"runaway and lithium ion is off"},{"speaker":"Tim Montague","startTime":522.5,"endTime":527.45,"body":"to a mixed start on that front"},{"speaker":"Tim Montague","startTime":522.5,"endTime":527.45,"body":"for sure. I think that the news"},{"speaker":"Tim Montague","startTime":527.45,"endTime":532.43,"body":"media likes to blow that up a"},{"speaker":"Tim Montague","startTime":527.45,"endTime":532.43,"body":"little more than, you know"},{"speaker":"Tim Montague","startTime":532.46,"endTime":537.38,"body":"reality, so to speak, right?"},{"speaker":"Tim Montague","startTime":532.46,"endTime":537.38,"body":"Every Evie? Car fire is in the"},{"speaker":"Tim Montague","startTime":537.38,"endTime":542.12,"body":"news. But let's face it, I sent"},{"speaker":"Tim Montague","startTime":537.38,"endTime":542.12,"body":"in cars catch on fire all the"},{"speaker":"Tim Montague","startTime":542.12,"endTime":546.11,"body":"time. They're just not in the"},{"speaker":"Tim Montague","startTime":542.12,"endTime":546.11,"body":"news, because it's not news"},{"speaker":"Tim Montague","startTime":546.11,"endTime":550.61,"body":"anymore. So I think it's about"},{"speaker":"Tim Montague","startTime":546.11,"endTime":550.61,"body":"and I think Elon Musk is a very"},{"speaker":"Tim Montague","startTime":550.61,"endTime":555.89,"body":"smart guy. And if he didn't"},{"speaker":"Tim Montague","startTime":550.61,"endTime":555.89,"body":"think lithium ion was going to"},{"speaker":"Tim Montague","startTime":555.89,"endTime":558.2,"body":"work, he would do something"},{"speaker":"Tim Montague","startTime":555.89,"endTime":558.2,"body":"else. And if he thought"},{"speaker":"Tim Montague","startTime":558.2,"endTime":561.44,"body":"something else was going to"},{"speaker":"Tim Montague","startTime":558.2,"endTime":561.44,"body":"work, he would do that, too. So"},{"speaker":"Tim Montague","startTime":561.44,"endTime":564.53,"body":"that's, that's something I"},{"speaker":"Tim Montague","startTime":561.44,"endTime":564.53,"body":"always ask, you know, my guess"},{"speaker":"Tim Montague","startTime":564.53,"endTime":569.6899999999999,"body":"is, well, why isn't Elon doing"},{"speaker":"Tim Montague","startTime":564.53,"endTime":569.6899999999999,"body":"zinc batteries? It's such an"},{"speaker":"Tim Montague","startTime":569.6899999999999,"endTime":574.22,"body":"ingenious invention. And I'm"},{"speaker":"Tim Montague","startTime":569.6899999999999,"endTime":574.22,"body":"not. I mean, your point is well"},{"speaker":"Tim Montague","startTime":574.22,"endTime":578.9599999999999,"body":"taken 100 year old technology,"},{"speaker":"Tim Montague","startTime":574.22,"endTime":578.9599999999999,"body":"right, just next generation of"},{"speaker":"Tim Montague","startTime":578.9599999999999,"endTime":582.77,"body":"rechargeable batteries. That"},{"speaker":"Tim Montague","startTime":578.9599999999999,"endTime":582.77,"body":"sounds good. Sounds like there's"},{"speaker":"Tim Montague","startTime":582.77,"endTime":587.06,"body":"less supply chain issues, less"},{"speaker":"Tim Montague","startTime":582.77,"endTime":587.06,"body":"safety concerns, check those"},{"speaker":"Tim Montague","startTime":587.06,"endTime":590.0899999999999,"body":"boxes, why isn't Elon doing it?"},{"speaker":"Ryan Brown","startTime":590.8399999999999,"endTime":594.47,"body":"Great question. So"},{"speaker":"Ryan Brown","startTime":590.8399999999999,"endTime":594.47,"body":"if you think about the company"},{"speaker":"Ryan Brown","startTime":594.47,"endTime":598.28,"body":"that Tesla is there, an Eevee"},{"speaker":"Ryan Brown","startTime":594.47,"endTime":598.28,"body":"company, and if you think about"},{"speaker":"Ryan Brown","startTime":598.73,"endTime":602.66,"body":"all the battery suppliers in the"},{"speaker":"Ryan Brown","startTime":598.73,"endTime":602.66,"body":"world right now, their main"},{"speaker":"Ryan Brown","startTime":602.66,"endTime":607.01,"body":"focus is the electric vehicle"},{"speaker":"Ryan Brown","startTime":602.66,"endTime":607.01,"body":"market where lithium batteries"},{"speaker":"Ryan Brown","startTime":607.04,"endTime":611.87,"body":"are our King, and they're always"},{"speaker":"Ryan Brown","startTime":607.04,"endTime":611.87,"body":"going to be king because their"},{"speaker":"Ryan Brown","startTime":611.93,"endTime":615.26,"body":"energy per weight, which is"},{"speaker":"Ryan Brown","startTime":611.93,"endTime":615.26,"body":"absolutely critical for anything"},{"speaker":"Ryan Brown","startTime":615.26,"endTime":620.39,"body":"on wheels, is unbeatable. And so"},{"speaker":"Ryan Brown","startTime":615.26,"endTime":620.39,"body":"for these companies, their main"},{"speaker":"Ryan Brown","startTime":620.39,"endTime":624.56,"body":"focus is securing quality"},{"speaker":"Ryan Brown","startTime":620.39,"endTime":624.56,"body":"battery supply that they can use"},{"speaker":"Ryan Brown","startTime":624.56,"endTime":627.8,"body":"for their EVs. And then if"},{"speaker":"Ryan Brown","startTime":624.56,"endTime":627.8,"body":"they're really good at making"},{"speaker":"Ryan Brown","startTime":628.37,"endTime":631.79,"body":"battery packs for cars, they say"},{"speaker":"Ryan Brown","startTime":628.37,"endTime":631.79,"body":"you know, why not also make"},{"speaker":"Ryan Brown","startTime":632.48,"endTime":636.4399999999999,"body":"lithium ion based battery packs"},{"speaker":"Ryan Brown","startTime":632.48,"endTime":636.4399999999999,"body":"for residential energy storage."},{"speaker":"Ryan Brown","startTime":636.86,"endTime":642.4399999999999,"body":"And that's the obvious solution"},{"speaker":"Ryan Brown","startTime":636.86,"endTime":642.4399999999999,"body":"until now when there's just so"},{"speaker":"Ryan Brown","startTime":642.4399999999999,"endTime":645.89,"body":"much rapidly scaling batteries,"},{"speaker":"Ryan Brown","startTime":642.4399999999999,"endTime":645.89,"body":"and until recently, the price"},{"speaker":"Ryan Brown","startTime":645.89,"endTime":649.4,"body":"was always falling. So everyone"},{"speaker":"Ryan Brown","startTime":645.89,"endTime":649.4,"body":"was excited that UK continued"},{"speaker":"Ryan Brown","startTime":649.4,"endTime":653.5699999999999,"body":"Evie sector growth With a two"},{"speaker":"Ryan Brown","startTime":649.4,"endTime":653.5699999999999,"body":"ever cheaper ever more available"},{"speaker":"Ryan Brown","startTime":653.5699999999999,"endTime":656.5699999999999,"body":"ever better batteries, of"},{"speaker":"Ryan Brown","startTime":653.5699999999999,"endTime":656.5699999999999,"body":"course, we'll use them for both"},{"speaker":"Ryan Brown","startTime":656.5699999999999,"endTime":662.3299999999999,"body":"markets. What we're seeing now"},{"speaker":"Ryan Brown","startTime":656.5699999999999,"endTime":662.3299999999999,"body":"is that because the materials"},{"speaker":"Ryan Brown","startTime":662.3299999999999,"endTime":666.53,"body":"used to make lithium ion"},{"speaker":"Ryan Brown","startTime":662.3299999999999,"endTime":666.53,"body":"batteries are in short supply,"},{"speaker":"Ryan Brown","startTime":667.1,"endTime":672.35,"body":"we're seeing companies like"},{"speaker":"Ryan Brown","startTime":667.1,"endTime":672.35,"body":"Tesla, and others, diverting"},{"speaker":"Ryan Brown","startTime":672.74,"endTime":675.62,"body":"batteries that would otherwise"},{"speaker":"Ryan Brown","startTime":672.74,"endTime":675.62,"body":"go to their energy storage"},{"speaker":"Ryan Brown","startTime":675.62,"endTime":680.2099999999999,"body":"segment, to get them in their"},{"speaker":"Ryan Brown","startTime":675.62,"endTime":680.2099999999999,"body":"cars, and not trans growing. So"},{"speaker":"Ryan Brown","startTime":680.2099999999999,"endTime":683.5699999999999,"body":"batteries that used to seem too"},{"speaker":"Ryan Brown","startTime":680.2099999999999,"endTime":683.5699999999999,"body":"heavy, like LFP, people were"},{"speaker":"Ryan Brown","startTime":683.5699999999999,"endTime":686.72,"body":"like, Oh, those will never be in"},{"speaker":"Ryan Brown","startTime":683.5699999999999,"endTime":686.72,"body":"cars. Now that's going to become"},{"speaker":"Ryan Brown","startTime":686.72,"endTime":689.93,"body":"the new standard. And so the"},{"speaker":"Ryan Brown","startTime":686.72,"endTime":689.93,"body":"Evie markets eating up all the"},{"speaker":"Ryan Brown","startTime":689.93,"endTime":693.14,"body":"lithium ion batteries that can"},{"speaker":"Ryan Brown","startTime":689.93,"endTime":693.14,"body":"appropriately because they"},{"speaker":"Ryan Brown","startTime":693.29,"endTime":699.5899999999999,"body":"absolutely need that low energy"},{"speaker":"Ryan Brown","startTime":693.29,"endTime":699.5899999999999,"body":"per weight. The there is one"},{"speaker":"Ryan Brown","startTime":699.5899999999999,"endTime":702.53,"body":"major battery company that is,"},{"speaker":"Ryan Brown","startTime":699.5899999999999,"endTime":702.53,"body":"you know, has seen the writing"},{"speaker":"Ryan Brown","startTime":702.53,"endTime":708.11,"body":"on the wall CETL they're"},{"speaker":"Ryan Brown","startTime":702.53,"endTime":708.11,"body":"developing sodium ion, where the"},{"speaker":"Ryan Brown","startTime":708.11,"endTime":710.87,"body":"first market is going to be"},{"speaker":"Ryan Brown","startTime":708.11,"endTime":710.87,"body":"energy storage, because they"},{"speaker":"Ryan Brown","startTime":710.87,"endTime":716.0,"body":"know that for us to have the"},{"speaker":"Ryan Brown","startTime":710.87,"endTime":716.0,"body":"energy transition we want. We"},{"speaker":"Ryan Brown","startTime":716.0,"endTime":718.4599999999999,"body":"can't be bottlenecked by the"},{"speaker":"Ryan Brown","startTime":716.0,"endTime":718.4599999999999,"body":"lithium supply chain."},{"speaker":"Tim Montague","startTime":719.4499999999999,"endTime":722.75,"body":"Yeah, I did notice"},{"speaker":"Tim Montague","startTime":719.4499999999999,"endTime":722.75,"body":"that that CTL is expanding into"},{"speaker":"Tim Montague","startTime":722.75,"endTime":725.9,"body":"other technology. So that's"},{"speaker":"Tim Montague","startTime":722.75,"endTime":725.9,"body":"interesting. And I would only"},{"speaker":"Tim Montague","startTime":725.9,"endTime":729.9499999999999,"body":"disagree with one thing you said"},{"speaker":"Tim Montague","startTime":725.9,"endTime":729.9499999999999,"body":"and that is that. I think Tesla"},{"speaker":"Tim Montague","startTime":729.9499999999999,"endTime":736.4,"body":"is a robotics company disguised"},{"speaker":"Tim Montague","startTime":729.9499999999999,"endTime":736.4,"body":"as an automobile company. And we"},{"speaker":"Tim Montague","startTime":736.4,"endTime":739.73,"body":"just don't see that yet. Right."},{"speaker":"Tim Montague","startTime":736.4,"endTime":739.73,"body":"The the robot that they're"},{"speaker":"Tim Montague","startTime":739.73,"endTime":745.0699999999999,"body":"making is, is in the shadows."},{"speaker":"Tim Montague","startTime":739.73,"endTime":745.0699999999999,"body":"But anyway, point well taken."},{"speaker":"Tim Montague","startTime":745.1899999999999,"endTime":751.28,"body":"And I hope you're right. I hope"},{"speaker":"Tim Montague","startTime":745.1899999999999,"endTime":751.28,"body":"that zinc has the legs that that"},{"speaker":"Tim Montague","startTime":751.28,"endTime":755.3,"body":"you and others are saying it"},{"speaker":"Tim Montague","startTime":751.28,"endTime":755.3,"body":"has. Because I'm very concerned"},{"speaker":"Tim Montague","startTime":755.3,"endTime":759.62,"body":"about the lithium supply chain."},{"speaker":"Tim Montague","startTime":755.3,"endTime":759.62,"body":"More so than the than the safety"},{"speaker":"Tim Montague","startTime":759.62,"endTime":762.0799999999999,"body":"features, I think that we can"},{"speaker":"Tim Montague","startTime":759.62,"endTime":762.0799999999999,"body":"figure out the safety features"},{"speaker":"Tim Montague","startTime":762.0799999999999,"endTime":765.68,"body":"eventually, and prevent thermal"},{"speaker":"Tim Montague","startTime":762.0799999999999,"endTime":765.68,"body":"runaway and lithium batteries."},{"speaker":"Tim Montague","startTime":765.68,"endTime":771.0799999999999,"body":"But But supply chain is a real"},{"speaker":"Tim Montague","startTime":765.68,"endTime":771.0799999999999,"body":"problem. Lithium is super"},{"speaker":"Tim Montague","startTime":771.0799999999999,"endTime":775.55,"body":"abundant, is zinc as super"},{"speaker":"Tim Montague","startTime":771.0799999999999,"endTime":775.55,"body":"abundant as lithium, relatively"},{"speaker":"Tim Montague","startTime":775.55,"endTime":776.0899999999999,"body":"speaking."},{"speaker":"Ryan Brown","startTime":776.39,"endTime":780.5899999999999,"body":"So yeah, in America,"},{"speaker":"Ryan Brown","startTime":776.39,"endTime":780.5899999999999,"body":"we make pennies out of zinc. So"},{"speaker":"Ryan Brown","startTime":780.9499999999999,"endTime":787.0699999999999,"body":"it is orders of magnitude more"},{"speaker":"Ryan Brown","startTime":780.9499999999999,"endTime":787.0699999999999,"body":"abundant. It is its production"},{"speaker":"Ryan Brown","startTime":787.1,"endTime":792.47,"body":"that there's both domestic"},{"speaker":"Ryan Brown","startTime":787.1,"endTime":792.47,"body":"mining, and processing into"},{"speaker":"Ryan Brown","startTime":792.5,"endTime":797.18,"body":"battery grade metals. And"},{"speaker":"Ryan Brown","startTime":792.5,"endTime":797.18,"body":"crucially, recycling it is like"},{"speaker":"Ryan Brown","startTime":797.36,"endTime":801.26,"body":"dead easy, this is not something"},{"speaker":"Ryan Brown","startTime":797.36,"endTime":801.26,"body":"we have to figure out a new. So"},{"speaker":"Ryan Brown","startTime":801.26,"endTime":806.0899999999999,"body":"there's way more zinc. And when"},{"speaker":"Ryan Brown","startTime":801.26,"endTime":806.0899999999999,"body":"I say more, I don't mean"},{"speaker":"Ryan Brown","startTime":806.0899999999999,"endTime":809.03,"body":"reserves, I mean actual annual"},{"speaker":"Ryan Brown","startTime":806.0899999999999,"endTime":809.03,"body":"production and processing"},{"speaker":"Ryan Brown","startTime":809.03,"endTime":813.14,"body":"capability. So it's a higher"},{"speaker":"Ryan Brown","startTime":809.03,"endTime":813.14,"body":"capacity supply chain. It's a"},{"speaker":"Ryan Brown","startTime":813.14,"endTime":818.87,"body":"domestic supply chain. And it's"},{"speaker":"Ryan Brown","startTime":813.14,"endTime":818.87,"body":"more recyclable. So zinc is, is"},{"speaker":"Ryan Brown","startTime":818.87,"endTime":823.6999999999999,"body":"a very great candidate for"},{"speaker":"Ryan Brown","startTime":818.87,"endTime":823.6999999999999,"body":"batteries that can be heavy"},{"speaker":"Ryan Brown","startTime":823.6999999999999,"endTime":828.02,"body":"stationary energy storage, but"},{"speaker":"Ryan Brown","startTime":823.6999999999999,"endTime":828.02,"body":"want to use safe, local,"},{"speaker":"Ryan Brown","startTime":828.23,"endTime":830.42,"body":"abundant and inexpensive"},{"speaker":"Ryan Brown","startTime":828.23,"endTime":830.42,"body":"materials."},{"speaker":"Tim Montague","startTime":831.14,"endTime":834.53,"body":"Yeah. So let's"},{"speaker":"Tim Montague","startTime":831.14,"endTime":834.53,"body":"talk about the residential"},{"speaker":"Tim Montague","startTime":834.53,"endTime":839.03,"body":"storage market. You know, I like"},{"speaker":"Tim Montague","startTime":834.53,"endTime":839.03,"body":"to say that today, only a"},{"speaker":"Tim Montague","startTime":839.03,"endTime":841.64,"body":"fraction of a percent of people"},{"speaker":"Tim Montague","startTime":839.03,"endTime":841.64,"body":"have a battery in their garage,"},{"speaker":"Tim Montague","startTime":841.64,"endTime":843.8299999999999,"body":"but in 10 years, everyone's"},{"speaker":"Tim Montague","startTime":841.64,"endTime":843.8299999999999,"body":"going to have a battery in their"},{"speaker":"Tim Montague","startTime":843.8299999999999,"endTime":847.49,"body":"garage, it's going to become an"},{"speaker":"Tim Montague","startTime":843.8299999999999,"endTime":847.49,"body":"appliance, a standard appliance"},{"speaker":"Tim Montague","startTime":847.49,"endTime":851.36,"body":"in all homes and commercial"},{"speaker":"Tim Montague","startTime":847.49,"endTime":851.36,"body":"buildings, frankly, it just a"},{"speaker":"Tim Montague","startTime":851.36,"endTime":855.89,"body":"great device for reducing your"},{"speaker":"Tim Montague","startTime":851.36,"endTime":855.89,"body":"energy load, and saving money."},{"speaker":"Tim Montague","startTime":856.31,"endTime":859.88,"body":"And you can of course, store"},{"speaker":"Tim Montague","startTime":856.31,"endTime":859.88,"body":"extra solar, if you have extra"},{"speaker":"Tim Montague","startTime":859.88,"endTime":863.39,"body":"solar, you can store extra grid"},{"speaker":"Tim Montague","startTime":859.88,"endTime":863.39,"body":"energy for when the grid goes"},{"speaker":"Tim Montague","startTime":863.39,"endTime":869.2099999999999,"body":"down. You can have that"},{"speaker":"Tim Montague","startTime":863.39,"endTime":869.2099999999999,"body":"resiliency, you can you do a lot"},{"speaker":"Tim Montague","startTime":869.2099999999999,"endTime":873.53,"body":"of things, the value stack of"},{"speaker":"Tim Montague","startTime":869.2099999999999,"endTime":873.53,"body":"storage is impressive in it and"},{"speaker":"Tim Montague","startTime":873.53,"endTime":876.7099999999999,"body":"it's complicated because it's"},{"speaker":"Tim Montague","startTime":873.53,"endTime":876.7099999999999,"body":"different in every jurisdiction,"},{"speaker":"Tim Montague","startTime":877.01,"endTime":882.05,"body":"meaning every every locality"},{"speaker":"Tim Montague","startTime":877.01,"endTime":882.05,"body":"every utility, every state every"},{"speaker":"Tim Montague","startTime":882.29,"endTime":885.68,"body":"region has a different a"},{"speaker":"Tim Montague","startTime":882.29,"endTime":885.68,"body":"different value stack or a"},{"speaker":"Tim Montague","startTime":885.68,"endTime":889.76,"body":"slightly different value stack."},{"speaker":"Tim Montague","startTime":885.68,"endTime":889.76,"body":"And and so it's it's non"},{"speaker":"Tim Montague","startTime":889.76,"endTime":893.81,"body":"trivial. Here in Illinois, we"},{"speaker":"Tim Montague","startTime":889.76,"endTime":893.81,"body":"have fantastic incentives, we"},{"speaker":"Tim Montague","startTime":893.81,"endTime":900.14,"body":"have a $250 per kWh incentive"},{"speaker":"Tim Montague","startTime":893.81,"endTime":900.14,"body":"for batteries. And that means"},{"speaker":"Tim Montague","startTime":900.14,"endTime":904.5799999999999,"body":"the battery is cash positive in"},{"speaker":"Tim Montague","startTime":900.14,"endTime":904.5799999999999,"body":"year one or two and and the rest"},{"speaker":"Tim Montague","startTime":904.5799999999999,"endTime":910.31,"body":"is gravy. Right. So what is your"},{"speaker":"Tim Montague","startTime":904.5799999999999,"endTime":910.31,"body":"take on the residential storage"},{"speaker":"Tim Montague","startTime":910.31,"endTime":914.39,"body":"market? You know, that that"},{"speaker":"Tim Montague","startTime":910.31,"endTime":914.39,"body":"story in PV magazine, which we"},{"speaker":"Tim Montague","startTime":914.39,"endTime":917.78,"body":"will link to in the show notes"},{"speaker":"Tim Montague","startTime":914.39,"endTime":917.78,"body":"says that that Horton world"},{"speaker":"Tim Montague","startTime":917.78,"endTime":924.53,"body":"solutions plans to build 200,000"},{"speaker":"Tim Montague","startTime":917.78,"endTime":924.53,"body":"homes and they are quoted as"},{"speaker":"Tim Montague","startTime":924.53,"endTime":927.86,"body":"being a sustainable home"},{"speaker":"Tim Montague","startTime":924.53,"endTime":927.86,"body":"builder. So I don't know like"},{"speaker":"Tim Montague","startTime":927.86,"endTime":931.0699999999999,"body":"what part of their portfolio is"},{"speaker":"Tim Montague","startTime":927.86,"endTime":931.0699999999999,"body":"quote unquote sustainable homes"},{"speaker":"Tim Montague","startTime":931.0699999999999,"endTime":934.67,"body":"but anyway, they're they're"},{"speaker":"Tim Montague","startTime":931.0699999999999,"endTime":934.67,"body":"certainly planning to put"},{"speaker":"Tim Montague","startTime":934.67,"endTime":938.2099999999999,"body":"batteries in a large number of"},{"speaker":"Tim Montague","startTime":934.67,"endTime":938.2099999999999,"body":"homes. It sounds like so how do"},{"speaker":"Tim Montague","startTime":938.2099999999999,"endTime":941.36,"body":"you how do you meet that demand?"},{"speaker":"Tim Montague","startTime":938.2099999999999,"endTime":941.36,"body":"And and what do you think"},{"speaker":"Tim Montague","startTime":941.36,"endTime":944.3,"body":"consumers are looking for just"},{"speaker":"Tim Montague","startTime":941.36,"endTime":944.3,"body":"in terms of some of the basic"},{"speaker":"Tim Montague","startTime":944.3,"endTime":949.73,"body":"specs is that is it a 10"},{"speaker":"Tim Montague","startTime":944.3,"endTime":949.73,"body":"kilowatt hour battery, or a 15"},{"speaker":"Tim Montague","startTime":949.73,"endTime":953.93,"body":"or a 20? Um, you know, there's"},{"speaker":"Tim Montague","startTime":949.73,"endTime":953.93,"body":"there's various flavours of"},{"speaker":"Tim Montague","startTime":953.99,"endTime":958.76,"body":"residential batteries in that 10"},{"speaker":"Tim Montague","startTime":953.99,"endTime":958.76,"body":"to 20k range. And then some of"},{"speaker":"Tim Montague","startTime":958.76,"endTime":963.89,"body":"them are modular and scalable in"},{"speaker":"Tim Montague","startTime":958.76,"endTime":963.89,"body":"chunks of 10 kWh, which I think"},{"speaker":"Tim Montague","startTime":963.89,"endTime":968.63,"body":"is cool. Because truly you need"},{"speaker":"Tim Montague","startTime":963.89,"endTime":968.63,"body":"30 Plus kWh to have a home that"},{"speaker":"Tim Montague","startTime":968.63,"endTime":974.18,"body":"could operate off grid and a big"},{"speaker":"Tim Montague","startTime":968.63,"endTime":974.18,"body":"solar array. Right. So, but what"},{"speaker":"Tim Montague","startTime":974.18,"endTime":977.18,"body":"is your take on resi? On the"},{"speaker":"Tim Montague","startTime":974.18,"endTime":977.18,"body":"resi storage market?"},{"speaker":"Ryan Brown","startTime":977.6899999999999,"endTime":982.25,"body":"Great question. So,"},{"speaker":"Ryan Brown","startTime":977.6899999999999,"endTime":982.25,"body":"consumers, individual consumers"},{"speaker":"Ryan Brown","startTime":982.25,"endTime":986.3299999999999,"body":"have driven residential demand"},{"speaker":"Ryan Brown","startTime":982.25,"endTime":986.3299999999999,"body":"up until now. And it's primarily"},{"speaker":"Ryan Brown","startTime":986.3299999999999,"endTime":991.22,"body":"been like a luxury purchase, or"},{"speaker":"Ryan Brown","startTime":986.3299999999999,"endTime":991.22,"body":"a peace of mind purchase to have"},{"speaker":"Ryan Brown","startTime":991.22,"endTime":995.78,"body":"protection against backups. The"},{"speaker":"Ryan Brown","startTime":991.22,"endTime":995.78,"body":"key thing to realise about"},{"speaker":"Ryan Brown","startTime":996.29,"endTime":1000.55,"body":"residential energy storage is"},{"speaker":"Ryan Brown","startTime":996.29,"endTime":1000.55,"body":"that it can do as you said, so"},{"speaker":"Ryan Brown","startTime":1000.55,"endTime":1006.67,"body":"much more. And so if you think"},{"speaker":"Ryan Brown","startTime":1000.55,"endTime":1006.67,"body":"about what sustainably built"},{"speaker":"Ryan Brown","startTime":1006.67,"endTime":1011.86,"body":"homes, and by that I mean, low"},{"speaker":"Ryan Brown","startTime":1006.67,"endTime":1011.86,"body":"emissions homes will have to"},{"speaker":"Ryan Brown","startTime":1011.86,"endTime":1015.9399999999999,"body":"look like really quickly. That's"},{"speaker":"Ryan Brown","startTime":1011.86,"endTime":1015.9399999999999,"body":"replacing everything that's"},{"speaker":"Ryan Brown","startTime":1015.9399999999999,"endTime":1019.8399999999999,"body":"powered by natural gas will be"},{"speaker":"Ryan Brown","startTime":1015.9399999999999,"endTime":1019.8399999999999,"body":"powered by electricity, charging"},{"speaker":"Ryan Brown","startTime":1019.8399999999999,"endTime":1025.0,"body":"an Eevee in the garage. And so"},{"speaker":"Ryan Brown","startTime":1019.8399999999999,"endTime":1025.0,"body":"the electricity consumption of"},{"speaker":"Ryan Brown","startTime":1025.0,"endTime":1027.88,"body":"these new homes is going to look"},{"speaker":"Ryan Brown","startTime":1025.0,"endTime":1027.88,"body":"very different, it's going to"},{"speaker":"Ryan Brown","startTime":1027.88,"endTime":1032.8,"body":"have way higher peaks. And that"},{"speaker":"Ryan Brown","startTime":1027.88,"endTime":1032.8,"body":"creates a big problem for rapid"},{"speaker":"Ryan Brown","startTime":1032.8,"endTime":1037.93,"body":"transition away from fossil fuel"},{"speaker":"Ryan Brown","startTime":1032.8,"endTime":1037.93,"body":"use in the home, where now we're"},{"speaker":"Ryan Brown","startTime":1037.93,"endTime":1042.94,"body":"going to have a drastically"},{"speaker":"Ryan Brown","startTime":1037.93,"endTime":1042.94,"body":"changed electricity load profile"},{"speaker":"Ryan Brown","startTime":1043.03,"endTime":1047.95,"body":"on legacy infrastructure. And so"},{"speaker":"Ryan Brown","startTime":1043.03,"endTime":1047.95,"body":"the new value instead of being a"},{"speaker":"Ryan Brown","startTime":1048.43,"endTime":1053.41,"body":"luxury or peace of mind purchase"},{"speaker":"Ryan Brown","startTime":1048.43,"endTime":1053.41,"body":"by individual homeowner is that"},{"speaker":"Ryan Brown","startTime":1053.41,"endTime":1058.54,"body":"there's increasing recognition"},{"speaker":"Ryan Brown","startTime":1053.41,"endTime":1058.54,"body":"that having a battery in the"},{"speaker":"Ryan Brown","startTime":1058.54,"endTime":1063.19,"body":"home is actually a key way to"},{"speaker":"Ryan Brown","startTime":1058.54,"endTime":1063.19,"body":"get our existing wires on our"},{"speaker":"Ryan Brown","startTime":1063.19,"endTime":1067.78,"body":"existing grid infrastructure to"},{"speaker":"Ryan Brown","startTime":1063.19,"endTime":1067.78,"body":"be able to take on more more"},{"speaker":"Ryan Brown","startTime":1067.78,"endTime":1072.88,"body":"electricity demand from clean"},{"speaker":"Ryan Brown","startTime":1067.78,"endTime":1072.88,"body":"appliances, clean heating, and"},{"speaker":"Ryan Brown","startTime":1073.06,"endTime":1079.27,"body":"also an energy supply from"},{"speaker":"Ryan Brown","startTime":1073.06,"endTime":1079.27,"body":"distributed solar. The key value"},{"speaker":"Ryan Brown","startTime":1079.27,"endTime":1083.95,"body":"for residential in my mind"},{"speaker":"Ryan Brown","startTime":1079.27,"endTime":1083.95,"body":"coming forward is by creating"},{"speaker":"Ryan Brown","startTime":1083.95,"endTime":1088.75,"body":"flexibility that will allow"},{"speaker":"Ryan Brown","startTime":1083.95,"endTime":1088.75,"body":"existing grid infrastructure to"},{"speaker":"Ryan Brown","startTime":1088.75,"endTime":1092.11,"body":"go further in the energy"},{"speaker":"Ryan Brown","startTime":1088.75,"endTime":1092.11,"body":"transition. And that's what"},{"speaker":"Ryan Brown","startTime":1092.17,"endTime":1096.6399999999999,"body":"homebuilders like Horton world"},{"speaker":"Ryan Brown","startTime":1092.17,"endTime":1096.6399999999999,"body":"solutions and others have found"},{"speaker":"Ryan Brown","startTime":1096.67,"endTime":1100.87,"body":"is that when they're designing"},{"speaker":"Ryan Brown","startTime":1096.67,"endTime":1100.87,"body":"for all electric, having the"},{"speaker":"Ryan Brown","startTime":1100.87,"endTime":1106.0,"body":"batteries in the home, is the"},{"speaker":"Ryan Brown","startTime":1100.87,"endTime":1106.0,"body":"difference between a regular"},{"speaker":"Ryan Brown","startTime":1106.03,"endTime":1109.93,"body":"utility substation being hooked"},{"speaker":"Ryan Brown","startTime":1106.03,"endTime":1109.93,"body":"up to their community versus"},{"speaker":"Ryan Brown","startTime":1109.93,"endTime":1112.69,"body":"something completely different."},{"speaker":"Ryan Brown","startTime":1109.93,"endTime":1112.69,"body":"That's way more hard to"},{"speaker":"Ryan Brown","startTime":1112.69,"endTime":1117.04,"body":"integrate. So that's new build."},{"speaker":"Ryan Brown","startTime":1112.69,"endTime":1117.04,"body":"And then what we're also seeing"},{"speaker":"Ryan Brown","startTime":1117.16,"endTime":1123.31,"body":"in California and Texas, is that"},{"speaker":"Ryan Brown","startTime":1117.16,"endTime":1123.31,"body":"because there's so much money to"},{"speaker":"Ryan Brown","startTime":1123.31,"endTime":1126.49,"body":"be made from providing"},{"speaker":"Ryan Brown","startTime":1123.31,"endTime":1126.49,"body":"resiliency, there's new bot"},{"speaker":"Ryan Brown","startTime":1126.52,"endTime":1130.8999999999999,"body":"business models emerging of"},{"speaker":"Ryan Brown","startTime":1126.52,"endTime":1130.8999999999999,"body":"companies putting batteries in"},{"speaker":"Ryan Brown","startTime":1130.8999999999999,"endTime":1132.91,"body":"people's homes, saying Don't"},{"speaker":"Ryan Brown","startTime":1130.8999999999999,"endTime":1132.91,"body":"worry, I'll be there in a"},{"speaker":"Ryan Brown","startTime":1132.91,"endTime":1136.84,"body":"blackout, otherwise leave the"},{"speaker":"Ryan Brown","startTime":1132.91,"endTime":1136.84,"body":"operation to us, and then owning"},{"speaker":"Ryan Brown","startTime":1136.84,"endTime":1140.3799999999999,"body":"a fleet of batteries that they"},{"speaker":"Ryan Brown","startTime":1136.84,"endTime":1140.3799999999999,"body":"operate as effectively a power"},{"speaker":"Ryan Brown","startTime":1140.3799999999999,"endTime":1145.21,"body":"plant to add resiliency in the"},{"speaker":"Ryan Brown","startTime":1140.3799999999999,"endTime":1145.21,"body":"grid. And that becomes a very"},{"speaker":"Ryan Brown","startTime":1145.27,"endTime":1150.22,"body":"financially attractive business"},{"speaker":"Ryan Brown","startTime":1145.27,"endTime":1150.22,"body":"model. And so, in short,"},{"speaker":"Ryan Brown","startTime":1150.58,"endTime":1155.2,"body":"residential market is really in"},{"speaker":"Ryan Brown","startTime":1150.58,"endTime":1155.2,"body":"its infancy and really starting"},{"speaker":"Ryan Brown","startTime":1155.2,"endTime":1162.61,"body":"to prove the case of how it can"},{"speaker":"Ryan Brown","startTime":1155.2,"endTime":1162.61,"body":"make energy infrastructure ready"},{"speaker":"Ryan Brown","startTime":1162.85,"endTime":1165.67,"body":"for the clean energy transition"},{"speaker":"Ryan Brown","startTime":1162.85,"endTime":1165.67,"body":"quickly."},{"speaker":"Tim Montague","startTime":1166.18,"endTime":1168.37,"body":"The Clean Power"},{"speaker":"Tim Montague","startTime":1166.18,"endTime":1168.37,"body":"Hour is brought to you by CPS"},{"speaker":"Tim Montague","startTime":1168.37,"endTime":1171.58,"body":"America. The maker of North"},{"speaker":"Tim Montague","startTime":1168.37,"endTime":1171.58,"body":"America's number one three phase"},{"speaker":"Tim Montague","startTime":1171.58,"endTime":1174.82,"body":"string inverter with over six"},{"speaker":"Tim Montague","startTime":1171.58,"endTime":1174.82,"body":"gigawatts shipped in the US. The"},{"speaker":"Tim Montague","startTime":1174.82,"endTime":1177.79,"body":"CPS America product lineup"},{"speaker":"Tim Montague","startTime":1174.82,"endTime":1177.79,"body":"includes three phase string"},{"speaker":"Tim Montague","startTime":1177.79,"endTime":1183.1299999999999,"body":"inverters ranging from 25 to 275"},{"speaker":"Tim Montague","startTime":1177.79,"endTime":1183.1299999999999,"body":"kW, their flagship inverter, the"},{"speaker":"Tim Montague","startTime":1183.1299999999999,"endTime":1187.51,"body":"CPS 250 to 75 is designed to"},{"speaker":"Tim Montague","startTime":1183.1299999999999,"endTime":1187.51,"body":"work with solar plants ranging"},{"speaker":"Tim Montague","startTime":1187.51,"endTime":1192.04,"body":"from two megawatts to two"},{"speaker":"Tim Montague","startTime":1187.51,"endTime":1192.04,"body":"gigawatts the 250 to 75 pairs"},{"speaker":"Tim Montague","startTime":1192.04,"endTime":1195.73,"body":"well, with CPS America's"},{"speaker":"Tim Montague","startTime":1192.04,"endTime":1195.73,"body":"exceptional data communication"},{"speaker":"Tim Montague","startTime":1195.8799999999999,"endTime":1199.69,"body":"controls and energy storage"},{"speaker":"Tim Montague","startTime":1195.8799999999999,"endTime":1199.69,"body":"solutions. Go to chin power"},{"speaker":"Tim Montague","startTime":1199.72,"endTime":1206.74,"body":"systems.com To find out more."},{"speaker":"Tim Montague","startTime":1199.72,"endTime":1206.74,"body":"Yeah it's only a question of how"},{"speaker":"Tim Montague","startTime":1206.74,"endTime":1209.47,"body":"fast we can make the energy"},{"speaker":"Tim Montague","startTime":1206.74,"endTime":1209.47,"body":"transition. We're gonna make it"},{"speaker":"Tim Montague","startTime":1209.47,"endTime":1213.58,"body":"we have all the technology we"},{"speaker":"Tim Montague","startTime":1209.47,"endTime":1213.58,"body":"need. We just need the ability"},{"speaker":"Tim Montague","startTime":1213.58,"endTime":1219.85,"body":"to deploy, deploy, deploy and"},{"speaker":"Tim Montague","startTime":1213.58,"endTime":1219.85,"body":"afford afford afford and and you"},{"speaker":"Tim Montague","startTime":1219.85,"endTime":1223.06,"body":"know that's why industrial"},{"speaker":"Tim Montague","startTime":1219.85,"endTime":1223.06,"body":"policy like the IRA legislation"},{"speaker":"Tim Montague","startTime":1223.06,"endTime":1228.43,"body":"that we got in 2022 is so"},{"speaker":"Tim Montague","startTime":1223.06,"endTime":1228.43,"body":"important. It does soften the"},{"speaker":"Tim Montague","startTime":1228.43,"endTime":1233.02,"body":"blow of electrifying your home"},{"speaker":"Tim Montague","startTime":1228.43,"endTime":1233.02,"body":"and you know truly we can do"},{"speaker":"Tim Montague","startTime":1233.02,"endTime":1239.3799999999999,"body":"away with gas furnaces and and"},{"speaker":"Tim Montague","startTime":1233.02,"endTime":1239.3799999999999,"body":"some communities have started to"},{"speaker":"Tim Montague","startTime":1239.3799999999999,"endTime":1244.36,"body":"outlaw gas appliances. So we see"},{"speaker":"Tim Montague","startTime":1239.3799999999999,"endTime":1244.36,"body":"the writing on the wall but this"},{"speaker":"Tim Montague","startTime":1244.36,"endTime":1247.6299999999999,"body":"is this is happening in his end"},{"speaker":"Tim Montague","startTime":1244.36,"endTime":1247.6299999999999,"body":"is the future. It just a"},{"speaker":"Tim Montague","startTime":1247.6299999999999,"endTime":1252.1,"body":"question of how fast and can we"},{"speaker":"Tim Montague","startTime":1247.6299999999999,"endTime":1252.1,"body":"do it fast enough to do Yeah, to"},{"speaker":"Tim Montague","startTime":1252.1,"endTime":1255.52,"body":"prevent the worst, so to speak"},{"speaker":"Tim Montague","startTime":1252.1,"endTime":1255.52,"body":"of, of runaway climate change"},{"speaker":"Tim Montague","startTime":1255.52,"endTime":1259.24,"body":"and and, you know, depends on"},{"speaker":"Tim Montague","startTime":1255.52,"endTime":1259.24,"body":"who you talk to you what that"},{"speaker":"Tim Montague","startTime":1259.24,"endTime":1263.5,"body":"means the worst. You know, if"},{"speaker":"Tim Montague","startTime":1259.24,"endTime":1263.5,"body":"you're living in the less"},{"speaker":"Tim Montague","startTime":1263.5,"endTime":1266.08,"body":"developed world on the coast,"},{"speaker":"Tim Montague","startTime":1263.5,"endTime":1266.08,"body":"you're already experiencing some"},{"speaker":"Tim Montague","startTime":1266.08,"endTime":1272.26,"body":"of that worst. And it is causing"},{"speaker":"Tim Montague","startTime":1266.08,"endTime":1272.26,"body":"mass migration and starvation."},{"speaker":"Tim Montague","startTime":1272.92,"endTime":1278.47,"body":"Already. Not so much for you and"},{"speaker":"Tim Montague","startTime":1272.92,"endTime":1278.47,"body":"I yet but so I guess I'm"},{"speaker":"Tim Montague","startTime":1278.47,"endTime":1281.98,"body":"curious, you know, in when you"},{"speaker":"Tim Montague","startTime":1278.47,"endTime":1281.98,"body":"look into your crystal ball,"},{"speaker":"Tim Montague","startTime":1282.7,"endTime":1287.59,"body":"where is where is the"},{"speaker":"Tim Montague","startTime":1282.7,"endTime":1287.59,"body":"residential storage market"},{"speaker":"Tim Montague","startTime":1287.62,"endTime":1293.47,"body":"taking off? Now. And, you know,"},{"speaker":"Tim Montague","startTime":1287.62,"endTime":1293.47,"body":"of course, California is the is"},{"speaker":"Tim Montague","startTime":1293.47,"endTime":1297.73,"body":"the most mature market for"},{"speaker":"Tim Montague","startTime":1293.47,"endTime":1297.73,"body":"storage, California and Hawaii,"},{"speaker":"Tim Montague","startTime":1297.73,"endTime":1302.11,"body":"and they have very special rules"},{"speaker":"Tim Montague","startTime":1297.73,"endTime":1302.11,"body":"now in Hawaii. And you know"},{"speaker":"Tim Montague","startTime":1302.11,"endTime":1305.32,"body":"about non injection where your"},{"speaker":"Tim Montague","startTime":1302.11,"endTime":1305.32,"body":"solar can't feed back onto the"},{"speaker":"Tim Montague","startTime":1305.32,"endTime":1310.33,"body":"grid. So batteries are, you"},{"speaker":"Tim Montague","startTime":1305.32,"endTime":1310.33,"body":"know, essential, really, for"},{"speaker":"Tim Montague","startTime":1310.33,"endTime":1314.77,"body":"anyone with solar. And then now"},{"speaker":"Tim Montague","startTime":1310.33,"endTime":1314.77,"body":"in California, we have NEM, 3.0."},{"speaker":"Tim Montague","startTime":1315.61,"endTime":1319.03,"body":"The new net metering rules in"},{"speaker":"Tim Montague","startTime":1315.61,"endTime":1319.03,"body":"California are not very consumer"},{"speaker":"Tim Montague","startTime":1319.03,"endTime":1325.36,"body":"friendly, and will continue to"},{"speaker":"Tim Montague","startTime":1319.03,"endTime":1325.36,"body":"drive consumers to residential"},{"speaker":"Tim Montague","startTime":1325.36,"endTime":1332.32,"body":"storage as a play to make solar"},{"speaker":"Tim Montague","startTime":1325.36,"endTime":1332.32,"body":"plus storage more economical. I"},{"speaker":"Tim Montague","startTime":1384.58,"endTime":1388.96,"body":"look forward to talking with"},{"speaker":"Tim Montague","startTime":1384.58,"endTime":1388.96,"body":"Julia Piper and others about"},{"speaker":"Tim Montague","startTime":1388.96,"endTime":1393.31,"body":"that particular phenomenon. But"},{"speaker":"Tim Montague","startTime":1388.96,"endTime":1393.31,"body":"what do you see and your crystal"},{"speaker":"Tim Montague","startTime":1393.31,"endTime":1396.64,"body":"ball? And and then let's talk a"},{"speaker":"Tim Montague","startTime":1393.31,"endTime":1396.64,"body":"little bit about scaling,"},{"speaker":"Tim Montague","startTime":1396.64,"endTime":1400.99,"body":"because that seems to be a, you"},{"speaker":"Tim Montague","startTime":1396.64,"endTime":1400.99,"body":"know, a pretty big deal in in"},{"speaker":"Tim Montague","startTime":1400.99,"endTime":1406.09,"body":"this world. Right. And, and you"},{"speaker":"Tim Montague","startTime":1400.99,"endTime":1406.09,"body":"have, you have taken a somewhat"},{"speaker":"Tim Montague","startTime":1406.09,"endTime":1410.98,"body":"unique stance on this, I think,"},{"speaker":"Tim Montague","startTime":1406.09,"endTime":1410.98,"body":"but what do you what do you see,"},{"speaker":"Tim Montague","startTime":1410.98,"endTime":1414.28,"body":"you know, what states should"},{"speaker":"Tim Montague","startTime":1410.98,"endTime":1414.28,"body":"people pay attention to in your"},{"speaker":"Tim Montague","startTime":1414.28,"endTime":1421.3600000000001,"body":"mind? And how do you get into"},{"speaker":"Tim Montague","startTime":1414.28,"endTime":1421.3600000000001,"body":"hundreds of 1000s of homes? From"},{"speaker":"Tim Montague","startTime":1421.39,"endTime":1425.8,"body":"hundreds, I would imagine you're"},{"speaker":"Tim Montague","startTime":1421.39,"endTime":1425.8,"body":"still at a, you know, at a very"},{"speaker":"Tim Montague","startTime":1425.8,"endTime":1427.81,"body":"early stage. So let's talk about"},{"speaker":"Tim Montague","startTime":1425.8,"endTime":1427.81,"body":"that."},{"speaker":"Ryan Brown","startTime":1428.74,"endTime":1432.6100000000001,"body":"Yeah, critic,"},{"speaker":"Ryan Brown","startTime":1428.74,"endTime":1432.6100000000001,"body":"disclaimer, I'm a communist. So"},{"speaker":"Ryan Brown","startTime":1432.6100000000001,"endTime":1437.53,"body":"the complexity of government"},{"speaker":"Ryan Brown","startTime":1432.6100000000001,"endTime":1437.53,"body":"regulation is above my credit."},{"speaker":"Ryan Brown","startTime":1437.6200000000001,"endTime":1443.2,"body":"But hey, paygrade, I'll take a"},{"speaker":"Ryan Brown","startTime":1437.6200000000001,"endTime":1443.2,"body":"stab. But there's, there's a lot"},{"speaker":"Ryan Brown","startTime":1443.2,"endTime":1447.97,"body":"of interesting stuff happen, you"},{"speaker":"Ryan Brown","startTime":1443.2,"endTime":1447.97,"body":"have like, you're very forward"},{"speaker":"Ryan Brown","startTime":1447.97,"endTime":1452.2,"body":"thinking utilities like Rocky"},{"speaker":"Ryan Brown","startTime":1447.97,"endTime":1452.2,"body":"Mountain Power, who has taken"},{"speaker":"Ryan Brown","startTime":1452.2,"endTime":1455.98,"body":"the proactive step of encouraged"},{"speaker":"Ryan Brown","startTime":1452.2,"endTime":1455.98,"body":"of creating their own virtual"},{"speaker":"Ryan Brown","startTime":1455.98,"endTime":1458.98,"body":"power plant programme and"},{"speaker":"Ryan Brown","startTime":1455.98,"endTime":1458.98,"body":"encouraging behind the metre"},{"speaker":"Ryan Brown","startTime":1458.98,"endTime":1464.23,"body":"storage, and seeing a lot of"},{"speaker":"Ryan Brown","startTime":1458.98,"endTime":1464.23,"body":"uptake there. Texas is a really"},{"speaker":"Ryan Brown","startTime":1464.23,"endTime":1467.8600000000001,"body":"interesting market, not because"},{"speaker":"Ryan Brown","startTime":1464.23,"endTime":1467.8600000000001,"body":"of progressive policy, but just"},{"speaker":"Ryan Brown","startTime":1467.8600000000001,"endTime":1473.92,"body":"because of the huge windfalls"},{"speaker":"Ryan Brown","startTime":1467.8600000000001,"endTime":1473.92,"body":"that providing energy during"},{"speaker":"Ryan Brown","startTime":1474.13,"endTime":1477.91,"body":"times of grid stress have"},{"speaker":"Ryan Brown","startTime":1474.13,"endTime":1477.91,"body":"created, it's just creating"},{"speaker":"Ryan Brown","startTime":1478.42,"endTime":1482.95,"body":"great business models for large"},{"speaker":"Ryan Brown","startTime":1478.42,"endTime":1482.95,"body":"scale integrated distributed"},{"speaker":"Ryan Brown","startTime":1482.98,"endTime":1485.56,"body":"energy storage projects. And"},{"speaker":"Ryan Brown","startTime":1482.98,"endTime":1485.56,"body":"then as you mentioned,"},{"speaker":"Ryan Brown","startTime":1485.56,"endTime":1489.55,"body":"California, the thing that I'll"},{"speaker":"Ryan Brown","startTime":1485.56,"endTime":1489.55,"body":"add on to what you said, is"},{"speaker":"Ryan Brown","startTime":1489.58,"endTime":1492.1000000000001,"body":"actually part of the new"},{"speaker":"Ryan Brown","startTime":1489.58,"endTime":1492.1000000000001,"body":"California Building Code"},{"speaker":"Ryan Brown","startTime":1492.13,"endTime":1497.14,"body":"mandates, batteries in"},{"speaker":"Ryan Brown","startTime":1492.13,"endTime":1497.14,"body":"multifamily and commercial"},{"speaker":"Ryan Brown","startTime":1497.14,"endTime":1502.8700000000001,"body":"buildings, it requires new build"},{"speaker":"Ryan Brown","startTime":1497.14,"endTime":1502.8700000000001,"body":"residential, to be ready for"},{"speaker":"Ryan Brown","startTime":1502.8700000000001,"endTime":1508.1200000000001,"body":"batteries. And so if all new"},{"speaker":"Ryan Brown","startTime":1502.8700000000001,"endTime":1508.1200000000001,"body":"buildings by decree have that"},{"speaker":"Ryan Brown","startTime":1508.1200000000001,"endTime":1511.48,"body":"solar, if a lot of them need"},{"speaker":"Ryan Brown","startTime":1508.1200000000001,"endTime":1511.48,"body":"batteries, and then the rest has"},{"speaker":"Ryan Brown","startTime":1511.48,"endTime":1514.84,"body":"to be battery ready, then I"},{"speaker":"Ryan Brown","startTime":1511.48,"endTime":1514.84,"body":"think California can very"},{"speaker":"Ryan Brown","startTime":1514.84,"endTime":1519.73,"body":"quickly became a become a state"},{"speaker":"Ryan Brown","startTime":1514.84,"endTime":1519.73,"body":"where energy storage is widely"},{"speaker":"Ryan Brown","startTime":1519.73,"endTime":1524.44,"body":"distributed. And so it's an"},{"speaker":"Ryan Brown","startTime":1519.73,"endTime":1524.44,"body":"overall look for utilities that"},{"speaker":"Ryan Brown","startTime":1524.44,"endTime":1528.58,"body":"have these programmes. These are"},{"speaker":"Ryan Brown","startTime":1524.44,"endTime":1528.58,"body":"people that have seen the value"},{"speaker":"Ryan Brown","startTime":1529.03,"endTime":1533.41,"body":"of using batteries to delay"},{"speaker":"Ryan Brown","startTime":1529.03,"endTime":1533.41,"body":"infrastructure investment, look"},{"speaker":"Ryan Brown","startTime":1533.41,"endTime":1535.9,"body":"for states like California that"},{"speaker":"Ryan Brown","startTime":1533.41,"endTime":1535.9,"body":"are very progressive and"},{"speaker":"Ryan Brown","startTime":1535.9,"endTime":1541.54,"body":"mandating adoption, and then"},{"speaker":"Ryan Brown","startTime":1535.9,"endTime":1541.54,"body":"look for. Look for states like"},{"speaker":"Ryan Brown","startTime":1541.54,"endTime":1546.13,"body":"Texas, with the just the"},{"speaker":"Ryan Brown","startTime":1541.54,"endTime":1546.13,"body":"existing economics without"},{"speaker":"Ryan Brown","startTime":1546.13,"endTime":1550.96,"body":"government regulation, create an"},{"speaker":"Ryan Brown","startTime":1546.13,"endTime":1550.96,"body":"incentive for energy storage to"},{"speaker":"Ryan Brown","startTime":1550.96,"endTime":1555.16,"body":"provide power during the stress"},{"speaker":"Ryan Brown","startTime":1550.96,"endTime":1555.16,"body":"events. For scaling from our"},{"speaker":"Ryan Brown","startTime":1555.16,"endTime":1559.69,"body":"perspective. We always started"},{"speaker":"Ryan Brown","startTime":1555.16,"endTime":1559.69,"body":"with scale in mind, and that"},{"speaker":"Ryan Brown","startTime":1559.69,"endTime":1564.7,"body":"means we source abundant"},{"speaker":"Ryan Brown","startTime":1559.69,"endTime":1564.7,"body":"materials that are using"},{"speaker":"Ryan Brown","startTime":1564.7,"endTime":1569.02,"body":"domestics mature supply chains,"},{"speaker":"Ryan Brown","startTime":1564.7,"endTime":1569.02,"body":"so that's specialty high grade"},{"speaker":"Ryan Brown","startTime":1569.14,"endTime":1572.98,"body":"commodities ink. And then our"},{"speaker":"Ryan Brown","startTime":1569.14,"endTime":1572.98,"body":"cathode material is manganese"},{"speaker":"Ryan Brown","startTime":1572.98,"endTime":1576.31,"body":"dioxide, which is used in"},{"speaker":"Ryan Brown","startTime":1572.98,"endTime":1576.31,"body":"disposable batteries. We do"},{"speaker":"Ryan Brown","startTime":1576.31,"endTime":1579.64,"body":"some, you know, special stuff to"},{"speaker":"Ryan Brown","startTime":1576.31,"endTime":1579.64,"body":"it to make it good for our"},{"speaker":"Ryan Brown","startTime":1579.64,"endTime":1582.43,"body":"batteries. But this is stuff"},{"speaker":"Ryan Brown","startTime":1579.64,"endTime":1582.43,"body":"that's produced at scale. So"},{"speaker":"Ryan Brown","startTime":1582.43,"endTime":1586.69,"body":"step one, source commercially"},{"speaker":"Ryan Brown","startTime":1582.43,"endTime":1586.69,"body":"available abundant materials."},{"speaker":"Ryan Brown","startTime":1587.08,"endTime":1590.47,"body":"And then step two, is we"},{"speaker":"Ryan Brown","startTime":1587.08,"endTime":1590.47,"body":"actually use the same"},{"speaker":"Ryan Brown","startTime":1590.47,"endTime":1594.3700000000001,"body":"fundamental production processes"},{"speaker":"Ryan Brown","startTime":1590.47,"endTime":1594.3700000000001,"body":"as lithium ion batteries. So"},{"speaker":"Ryan Brown","startTime":1594.3700000000001,"endTime":1597.64,"body":"we're not changing the model of"},{"speaker":"Ryan Brown","startTime":1594.3700000000001,"endTime":1597.64,"body":"how this battery our battery"},{"speaker":"Ryan Brown","startTime":1597.64,"endTime":1600.67,"body":"factories work. We're using the"},{"speaker":"Ryan Brown","startTime":1597.64,"endTime":1600.67,"body":"same equipment reusing the same"},{"speaker":"Ryan Brown","startTime":1600.67,"endTime":1604.63,"body":"know how. So that's We're"},{"speaker":"Ryan Brown","startTime":1600.67,"endTime":1604.63,"body":"confident in our ability to"},{"speaker":"Ryan Brown","startTime":1604.63,"endTime":1607.78,"body":"scale rapidly. We're using a"},{"speaker":"Ryan Brown","startTime":1604.63,"endTime":1607.78,"body":"scaled supply chain, and we're"},{"speaker":"Ryan Brown","startTime":1607.78,"endTime":1613.96,"body":"using mature production. And so"},{"speaker":"Ryan Brown","startTime":1607.78,"endTime":1613.96,"body":"the barrier for us is just how"},{"speaker":"Ryan Brown","startTime":1613.96,"endTime":1616.9,"body":"cheaply can we get the money to"},{"speaker":"Ryan Brown","startTime":1613.96,"endTime":1616.9,"body":"build a big factory? And how"},{"speaker":"Ryan Brown","startTime":1616.9,"endTime":1620.74,"body":"quickly can we get the orders to"},{"speaker":"Ryan Brown","startTime":1616.9,"endTime":1620.74,"body":"fill it? I think it's still a,"},{"speaker":"Ryan Brown","startTime":1621.49,"endTime":1624.76,"body":"you know, it's not. This isn't a"},{"speaker":"Ryan Brown","startTime":1621.49,"endTime":1624.76,"body":"software business where you can"},{"speaker":"Ryan Brown","startTime":1624.76,"endTime":1630.58,"body":"go from zero to a billion users"},{"speaker":"Ryan Brown","startTime":1624.76,"endTime":1630.58,"body":"and two months. But I'm excited"},{"speaker":"Ryan Brown","startTime":1630.58,"endTime":1634.93,"body":"that we can be a major supplier"},{"speaker":"Ryan Brown","startTime":1630.58,"endTime":1634.93,"body":"of this industry in the latter"},{"speaker":"Ryan Brown","startTime":1634.93,"endTime":1636.04,"body":"half of this decade."},{"speaker":"Tim Montague","startTime":1636.8500000000001,"endTime":1639.8500000000001,"body":"And do you have to"},{"speaker":"Tim Montague","startTime":1636.8500000000001,"endTime":1639.8500000000001,"body":"build your own factory or can"},{"speaker":"Tim Montague","startTime":1639.8500000000001,"endTime":1646.33,"body":"you contract manufacture these,"},{"speaker":"Tim Montague","startTime":1639.8500000000001,"endTime":1646.33,"body":"the cells and, and modules,"},{"speaker":"Ryan Brown","startTime":1647.53,"endTime":1652.1200000000001,"body":"we can contract"},{"speaker":"Ryan Brown","startTime":1647.53,"endTime":1652.1200000000001,"body":"manufacturer. The issue is just"},{"speaker":"Ryan Brown","startTime":1652.1200000000001,"endTime":1656.32,"body":"like everything in the battery"},{"speaker":"Ryan Brown","startTime":1652.1200000000001,"endTime":1656.32,"body":"industry right now is demand is"},{"speaker":"Ryan Brown","startTime":1656.32,"endTime":1660.43,"body":"outstripping supply. So"},{"speaker":"Ryan Brown","startTime":1656.32,"endTime":1660.43,"body":"everyone's you know, part of the"},{"speaker":"Ryan Brown","startTime":1660.43,"endTime":1663.58,"body":"installation Reduction Act, we"},{"speaker":"Ryan Brown","startTime":1660.43,"endTime":1663.58,"body":"need to stand off of battery"},{"speaker":"Ryan Brown","startTime":1663.58,"endTime":1666.34,"body":"industry that can be separate"},{"speaker":"Ryan Brown","startTime":1663.58,"endTime":1666.34,"body":"from China, basically,"},{"speaker":"Ryan Brown","startTime":1666.34,"endTime":1669.7,"body":"overnight. There's a lot of"},{"speaker":"Ryan Brown","startTime":1666.34,"endTime":1669.7,"body":"companies building Evie"},{"speaker":"Ryan Brown","startTime":1669.7,"endTime":1673.39,"body":"batteries, all those companies"},{"speaker":"Ryan Brown","startTime":1669.7,"endTime":1673.39,"body":"are using contractors to qualify"},{"speaker":"Ryan Brown","startTime":1673.39,"endTime":1681.97,"body":"designs. So the best way to own"},{"speaker":"Ryan Brown","startTime":1673.39,"endTime":1681.97,"body":"the quality and rate of scaling,"},{"speaker":"Ryan Brown","startTime":1682.63,"endTime":1686.77,"body":"is to do it yourself. Of course,"},{"speaker":"Ryan Brown","startTime":1682.63,"endTime":1686.77,"body":"we were using contractors, until"},{"speaker":"Ryan Brown","startTime":1686.77,"endTime":1690.94,"body":"then, but our goal is to own our"},{"speaker":"Ryan Brown","startTime":1686.77,"endTime":1690.94,"body":"own manufacturing, own our"},{"speaker":"Ryan Brown","startTime":1690.94,"endTime":1693.31,"body":"quality, own how quickly we can"},{"speaker":"Ryan Brown","startTime":1690.94,"endTime":1693.31,"body":"scale."},{"speaker":"Tim Montague","startTime":1694.9,"endTime":1700.51,"body":"And, you know, you"},{"speaker":"Tim Montague","startTime":1694.9,"endTime":1700.51,"body":"mentioned the latter half of"},{"speaker":"Tim Montague","startTime":1700.51,"endTime":1706.66,"body":"this decade, give us a get paint"},{"speaker":"Tim Montague","startTime":1700.51,"endTime":1706.66,"body":"us a picture for, you know, how"},{"speaker":"Tim Montague","startTime":1706.69,"endTime":1712.03,"body":"how, what are you producing"},{"speaker":"Tim Montague","startTime":1706.69,"endTime":1712.03,"body":"today? And then how is that"},{"speaker":"Tim Montague","startTime":1712.03,"endTime":1714.6100000000001,"body":"changing over time? Are you"},{"speaker":"Tim Montague","startTime":1712.03,"endTime":1714.6100000000001,"body":"still waiting for some"},{"speaker":"Tim Montague","startTime":1714.6100000000001,"endTime":1719.32,"body":"breakthrough on the technology"},{"speaker":"Tim Montague","startTime":1714.6100000000001,"endTime":1719.32,"body":"side? Or is it strictly a matter"},{"speaker":"Tim Montague","startTime":1719.3500000000001,"endTime":1724.9,"body":"of amassing the resources to to"},{"speaker":"Tim Montague","startTime":1719.3500000000001,"endTime":1724.9,"body":"build the Gigafactory."},{"speaker":"Ryan Brown","startTime":1725.98,"endTime":1732.43,"body":"So today, we build"},{"speaker":"Ryan Brown","startTime":1725.98,"endTime":1732.43,"body":"large pouch cells that are going"},{"speaker":"Ryan Brown","startTime":1732.43,"endTime":1736.39,"body":"to be fine for our first"},{"speaker":"Ryan Brown","startTime":1732.43,"endTime":1736.39,"body":"residential product. We're"},{"speaker":"Ryan Brown","startTime":1736.48,"endTime":1739.6000000000001,"body":"getting that residential product"},{"speaker":"Ryan Brown","startTime":1736.48,"endTime":1739.6000000000001,"body":"ready for certification and"},{"speaker":"Ryan Brown","startTime":1739.6000000000001,"endTime":1744.22,"body":"infield pilots this year. And"},{"speaker":"Ryan Brown","startTime":1739.6000000000001,"endTime":1744.22,"body":"then our focus next year, is"},{"speaker":"Ryan Brown","startTime":1744.22,"endTime":1748.48,"body":"getting the ball rolling on"},{"speaker":"Ryan Brown","startTime":1744.22,"endTime":1748.48,"body":"sales so that we can have, let's"},{"speaker":"Ryan Brown","startTime":1748.48,"endTime":1755.56,"body":"call it 1000s of homes that were"},{"speaker":"Ryan Brown","startTime":1748.48,"endTime":1755.56,"body":"supplying in 2025. And if you"},{"speaker":"Ryan Brown","startTime":1755.56,"endTime":1759.22,"body":"actually compare that to that's"},{"speaker":"Ryan Brown","startTime":1755.56,"endTime":1759.22,"body":"like megawatt hours 10s to"},{"speaker":"Ryan Brown","startTime":1759.22,"endTime":1761.8,"body":"hundreds of megawatt hours of"},{"speaker":"Ryan Brown","startTime":1759.22,"endTime":1761.8,"body":"battery, so that's a pretty like"},{"speaker":"Ryan Brown","startTime":1761.8,"endTime":1766.78,"body":"modest battery factory that are"},{"speaker":"Ryan Brown","startTime":1761.8,"endTime":1766.78,"body":"focused there is get a product"},{"speaker":"Ryan Brown","startTime":1766.96,"endTime":1772.93,"body":"out to market be able to do it"},{"speaker":"Ryan Brown","startTime":1766.96,"endTime":1772.93,"body":"quickly, and use that success in"},{"speaker":"Ryan Brown","startTime":1772.93,"endTime":1777.01,"body":"the residential market to then"},{"speaker":"Ryan Brown","startTime":1772.93,"endTime":1777.01,"body":"build the Gigafactory. And, you"},{"speaker":"Ryan Brown","startTime":1777.01,"endTime":1781.15,"body":"know, I'm, I would like to have"},{"speaker":"Ryan Brown","startTime":1777.01,"endTime":1781.15,"body":"incident money to build an"},{"speaker":"Ryan Brown","startTime":1781.15,"endTime":1787.45,"body":"infinitely big giga factory. But"},{"speaker":"Ryan Brown","startTime":1781.15,"endTime":1787.45,"body":"that's our roadmap. There's been"},{"speaker":"Ryan Brown","startTime":1787.48,"endTime":1790.78,"body":"very good funding for proven"},{"speaker":"Ryan Brown","startTime":1787.48,"endTime":1790.78,"body":"battery technologies with good"},{"speaker":"Ryan Brown","startTime":1791.29,"endTime":1795.7,"body":"commercial prospects. So our"},{"speaker":"Ryan Brown","startTime":1791.29,"endTime":1795.7,"body":"kind of key defining moment will"},{"speaker":"Ryan Brown","startTime":1795.7,"endTime":1801.3700000000001,"body":"be how successful are we in"},{"speaker":"Ryan Brown","startTime":1795.7,"endTime":1801.3700000000001,"body":"2025? And how enthusiastic is"},{"speaker":"Ryan Brown","startTime":1801.3700000000001,"endTime":1805.45,"body":"the market for funding the scale"},{"speaker":"Ryan Brown","startTime":1801.3700000000001,"endTime":1805.45,"body":"up of the battery industry,"},{"speaker":"Ryan Brown","startTime":1805.48,"endTime":1805.9,"body":"then,"},{"speaker":"Tim Montague","startTime":1806.56,"endTime":1808.27,"body":"the Clean Power"},{"speaker":"Tim Montague","startTime":1806.56,"endTime":1808.27,"body":"Hour is brought to you by"},{"speaker":"Tim Montague","startTime":1808.3,"endTime":1811.99,"body":"Denowatts. If you're a solar PV"},{"speaker":"Tim Montague","startTime":1808.3,"endTime":1811.99,"body":"asset manager or performance"},{"speaker":"Tim Montague","startTime":1811.99,"endTime":1814.99,"body":"engineer, you need better data"},{"speaker":"Tim Montague","startTime":1811.99,"endTime":1814.99,"body":"and better business"},{"speaker":"Tim Montague","startTime":1814.99,"endTime":1818.44,"body":"intelligence. With Denowatts,"},{"speaker":"Tim Montague","startTime":1814.99,"endTime":1818.44,"body":"digital twin benchmarking"},{"speaker":"Tim Montague","startTime":1818.44,"endTime":1822.31,"body":"technology, you get more"},{"speaker":"Tim Montague","startTime":1818.44,"endTime":1822.31,"body":"accurate, efficient, and faster"},{"speaker":"Tim Montague","startTime":1822.31,"endTime":1825.82,"body":"performance measurement results."},{"speaker":"Tim Montague","startTime":1822.31,"endTime":1825.82,"body":"The fourth generation Deno"},{"speaker":"Tim Montague","startTime":1825.82,"endTime":1829.81,"body":"recently completed a technical"},{"speaker":"Tim Montague","startTime":1825.82,"endTime":1829.81,"body":"review by DNV. You can download"},{"speaker":"Tim Montague","startTime":1829.81,"endTime":1836.32,"body":"the report at Denowatts.com."},{"speaker":"Tim Montague","startTime":1829.81,"endTime":1836.32,"body":"That's D E N O W A T T S .com."},{"speaker":"Tim Montague","startTime":1836.74,"endTime":1837.79,"body":"Now back to the show."},{"speaker":"Tim Montague","startTime":1838.45,"endTime":1842.89,"body":"Cool. Well, I don't really have"},{"speaker":"Tim Montague","startTime":1838.45,"endTime":1842.89,"body":"any other questions for you."},{"speaker":"Tim Montague","startTime":1842.89,"endTime":1847.93,"body":"What else should our listeners"},{"speaker":"Tim Montague","startTime":1842.89,"endTime":1847.93,"body":"know about Salient? And the you"},{"speaker":"Tim Montague","startTime":1847.93,"endTime":1850.6000000000001,"body":"know, the residential storage"},{"speaker":"Tim Montague","startTime":1847.93,"endTime":1850.6000000000001,"body":"market?"},{"speaker":"Ryan Brown","startTime":1851.71,"endTime":1855.52,"body":"Good question. Yeah,"},{"speaker":"Ryan Brown","startTime":1851.71,"endTime":1855.52,"body":"I think the first thing to"},{"speaker":"Ryan Brown","startTime":1855.52,"endTime":1860.2,"body":"appreciate is electric vehicles"},{"speaker":"Ryan Brown","startTime":1855.52,"endTime":1860.2,"body":"have dominated the conversation"},{"speaker":"Ryan Brown","startTime":1860.29,"endTime":1867.25,"body":"until now. But energy storage is"},{"speaker":"Ryan Brown","startTime":1860.29,"endTime":1867.25,"body":"in its infancy. Its growth in"},{"speaker":"Ryan Brown","startTime":1867.25,"endTime":1870.8500000000001,"body":"terms of like absolute numbers."},{"speaker":"Ryan Brown","startTime":1867.25,"endTime":1870.8500000000001,"body":"It's on the same growth curve as"},{"speaker":"Ryan Brown","startTime":1870.8500000000001,"endTime":1874.54,"body":"EVs just shifted five years. And"},{"speaker":"Ryan Brown","startTime":1870.8500000000001,"endTime":1874.54,"body":"if you do the math and assume"},{"speaker":"Ryan Brown","startTime":1874.54,"endTime":1877.93,"body":"like the fully renewable world"},{"speaker":"Ryan Brown","startTime":1874.54,"endTime":1877.93,"body":"we want, there actually will be"},{"speaker":"Ryan Brown","startTime":1877.93,"endTime":1881.56,"body":"more and in that scenario,"},{"speaker":"Ryan Brown","startTime":1877.93,"endTime":1881.56,"body":"there's very likely to be a lot"},{"speaker":"Ryan Brown","startTime":1881.56,"endTime":1884.56,"body":"more batteries used for energy"},{"speaker":"Ryan Brown","startTime":1881.56,"endTime":1884.56,"body":"storage than electric vehicles."},{"speaker":"Ryan Brown","startTime":1884.95,"endTime":1889.21,"body":"So even though energy storage"},{"speaker":"Ryan Brown","startTime":1884.95,"endTime":1889.21,"body":"has until now, and appropriately"},{"speaker":"Ryan Brown","startTime":1889.54,"endTime":1894.31,"body":"been the less important market,"},{"speaker":"Ryan Brown","startTime":1889.54,"endTime":1894.31,"body":"if that's going to change"},{"speaker":"Ryan Brown","startTime":1894.31,"endTime":1901.03,"body":"quickly. And once that changes"},{"speaker":"Ryan Brown","startTime":1894.31,"endTime":1901.03,"body":"were, we are gonna get away"},{"speaker":"Ryan Brown","startTime":1901.06,"endTime":1904.9,"body":"we're gonna see a deviation In"},{"speaker":"Ryan Brown","startTime":1901.06,"endTime":1904.9,"body":"between Evie batteries and"},{"speaker":"Ryan Brown","startTime":1904.9,"endTime":1908.5,"body":"energy storage batteries, and"},{"speaker":"Ryan Brown","startTime":1904.9,"endTime":1908.5,"body":"energy storage batteries are to"},{"speaker":"Ryan Brown","startTime":1908.5,"endTime":1912.55,"body":"be safe, cheap, recyclable,"},{"speaker":"Ryan Brown","startTime":1908.5,"endTime":1912.55,"body":"won't worry about weight."},{"speaker":"Ryan Brown","startTime":1915.01,"endTime":1917.83,"body":"Otherwise look a lot like"},{"speaker":"Ryan Brown","startTime":1915.01,"endTime":1917.83,"body":"lithium ion batteries. And so"},{"speaker":"Ryan Brown","startTime":1917.83,"endTime":1919.6000000000001,"body":"when thinking about this market"},{"speaker":"Ryan Brown","startTime":1917.83,"endTime":1919.6000000000001,"body":"and all the different"},{"speaker":"Ryan Brown","startTime":1919.6000000000001,"endTime":1925.27,"body":"technologies, and looking at"},{"speaker":"Ryan Brown","startTime":1919.6000000000001,"endTime":1925.27,"body":"those, think about what which of"},{"speaker":"Ryan Brown","startTime":1925.27,"endTime":1929.14,"body":"those new technologies can slot"},{"speaker":"Ryan Brown","startTime":1925.27,"endTime":1929.14,"body":"in as the lithium ion"},{"speaker":"Ryan Brown","startTime":1929.14,"endTime":1933.94,"body":"replacement, which of them have"},{"speaker":"Ryan Brown","startTime":1929.14,"endTime":1933.94,"body":"the long term supply and costs"},{"speaker":"Ryan Brown","startTime":1933.94,"endTime":1942.34,"body":"and recyclability. Prospects"},{"speaker":"Ryan Brown","startTime":1933.94,"endTime":1942.34,"body":"needed to supply this will be a"},{"speaker":"Ryan Brown","startTime":1942.3700000000001,"endTime":1947.47,"body":"massive industry. And do your"},{"speaker":"Ryan Brown","startTime":1942.3700000000001,"endTime":1947.47,"body":"research because there's,"},{"speaker":"Ryan Brown","startTime":1947.83,"endTime":1952.3600000000001,"body":"there's lots going on, there's"},{"speaker":"Ryan Brown","startTime":1947.83,"endTime":1952.3600000000001,"body":"lots of exciting stuff. It's not"},{"speaker":"Ryan Brown","startTime":1952.3600000000001,"endTime":1955.3600000000001,"body":"going to be winner take all the"},{"speaker":"Ryan Brown","startTime":1952.3600000000001,"endTime":1955.3600000000001,"body":"energy storage segments, not a"},{"speaker":"Ryan Brown","startTime":1955.3600000000001,"endTime":1960.3700000000001,"body":"monolith, most of it is like the"},{"speaker":"Ryan Brown","startTime":1955.3600000000001,"endTime":1960.3700000000001,"body":"most of it will be like the"},{"speaker":"Ryan Brown","startTime":1960.3700000000001,"endTime":1964.18,"body":"products we see today, which is"},{"speaker":"Ryan Brown","startTime":1960.3700000000001,"endTime":1964.18,"body":"two to six hours of energy"},{"speaker":"Ryan Brown","startTime":1964.18,"endTime":1968.38,"body":"storage and modular systems that"},{"speaker":"Ryan Brown","startTime":1964.18,"endTime":1968.38,"body":"size from residential to utility"},{"speaker":"Ryan Brown","startTime":1968.38,"endTime":1973.09,"body":"scale. But there's also going to"},{"speaker":"Ryan Brown","startTime":1968.38,"endTime":1973.09,"body":"be big segments of long duration"},{"speaker":"Ryan Brown","startTime":1973.09,"endTime":1976.51,"body":"storage and stuff that is"},{"speaker":"Ryan Brown","startTime":1973.09,"endTime":1976.51,"body":"serving other applications. So"},{"speaker":"Ryan Brown","startTime":1977.2,"endTime":1981.88,"body":"market in its infancy, lots of"},{"speaker":"Ryan Brown","startTime":1977.2,"endTime":1981.88,"body":"growing left to do lots of"},{"speaker":"Ryan Brown","startTime":1981.91,"endTime":1985.75,"body":"nuance to emerge, and just"},{"speaker":"Ryan Brown","startTime":1981.91,"endTime":1985.75,"body":"generally an exciting time."},{"speaker":"Tim Montague","startTime":1987.28,"endTime":1990.76,"body":"Totally agree. One"},{"speaker":"Tim Montague","startTime":1987.28,"endTime":1990.76,"body":"I did I did think of another"},{"speaker":"Tim Montague","startTime":1990.76,"endTime":1993.19,"body":"question. I don't know if you"},{"speaker":"Tim Montague","startTime":1990.76,"endTime":1993.19,"body":"can answer this. But I went to a"},{"speaker":"Tim Montague","startTime":1993.19,"endTime":1997.42,"body":"solar edge training recently and"},{"speaker":"Tim Montague","startTime":1993.19,"endTime":1997.42,"body":"they have a they have their own"},{"speaker":"Tim Montague","startTime":1997.72,"endTime":2004.6200000000001,"body":"10 kWh modular battery. It's"},{"speaker":"Tim Montague","startTime":1997.72,"endTime":2004.6200000000001,"body":"about 24 inches wide, 36 inches"},{"speaker":"Tim Montague","startTime":2004.6200000000001,"endTime":2012.3600000000001,"body":"tall, 10 or 12 inches deep. And"},{"speaker":"Tim Montague","startTime":2004.6200000000001,"endTime":2012.3600000000001,"body":"for the residential market, it"},{"speaker":"Tim Montague","startTime":2012.3600000000001,"endTime":2017.43,"body":"weighs 275 pounds. Now this is"},{"speaker":"Tim Montague","startTime":2012.3600000000001,"endTime":2017.43,"body":"an NMC battery, nickel,"},{"speaker":"Tim Montague","startTime":2017.79,"endTime":2022.1100000000001,"body":"manganese cobalt, which is the"},{"speaker":"Tim Montague","startTime":2017.79,"endTime":2022.1100000000001,"body":"fanciest type of lithium battery"},{"speaker":"Tim Montague","startTime":2022.1100000000001,"endTime":2025.6200000000001,"body":"made their partner is the"},{"speaker":"Tim Montague","startTime":2022.1100000000001,"endTime":2025.6200000000001,"body":"company that made the batteries"},{"speaker":"Tim Montague","startTime":2025.65,"endTime":2029.16,"body":"in that solar aeroplane that"},{"speaker":"Tim Montague","startTime":2025.65,"endTime":2029.16,"body":"flew around the world on solar"},{"speaker":"Tim Montague","startTime":2029.16,"endTime":2036.81,"body":"power. Cool. Yeah. But do you"},{"speaker":"Tim Montague","startTime":2029.16,"endTime":2036.81,"body":"know what a comparable saline"},{"speaker":"Tim Montague","startTime":2036.81,"endTime":2040.14,"body":"battery would weigh? I'm just"},{"speaker":"Tim Montague","startTime":2036.81,"endTime":2040.14,"body":"curious to get a sense of the"},{"speaker":"Tim Montague","startTime":2040.14,"endTime":2046.2,"body":"Delta. You know, if NMC weighs"},{"speaker":"Tim Montague","startTime":2040.14,"endTime":2046.2,"body":"275 pounds, I met I imagined,"},{"speaker":"Tim Montague","startTime":2046.3500000000001,"endTime":2050.7,"body":"the zinc has to weigh more. Is"},{"speaker":"Tim Montague","startTime":2046.3500000000001,"endTime":2050.7,"body":"it 300? Is it 320?"},{"speaker":"Ryan Brown","startTime":2051.12,"endTime":2055.89,"body":"Yeah, I'd say. So"},{"speaker":"Ryan Brown","startTime":2051.12,"endTime":2055.89,"body":"not knowing all the components"},{"speaker":"Ryan Brown","startTime":2055.89,"endTime":2058.92,"body":"that go in the energy storage"},{"speaker":"Ryan Brown","startTime":2055.89,"endTime":2058.92,"body":"system and what weight they add"},{"speaker":"Ryan Brown","startTime":2058.92,"endTime":2061.77,"body":"for that system? I'll just say"},{"speaker":"Ryan Brown","startTime":2058.92,"endTime":2061.77,"body":"rule of thumb, assume it's twice"},{"speaker":"Ryan Brown","startTime":2061.77,"endTime":2066.45,"body":"as heavy. Okay, which is why"},{"speaker":"Ryan Brown","startTime":2061.77,"endTime":2066.45,"body":"these batteries won't move. All"},{"speaker":"Ryan Brown","startTime":2066.66,"endTime":2070.11,"body":"you have to, all you have to do"},{"speaker":"Ryan Brown","startTime":2066.66,"endTime":2070.11,"body":"is make sure that your modules"},{"speaker":"Ryan Brown","startTime":2070.3199999999997,"endTime":2073.77,"body":"are the right way for your"},{"speaker":"Ryan Brown","startTime":2070.3199999999997,"endTime":2073.77,"body":"installer to slot them in there"},{"speaker":"Ryan Brown","startTime":2073.77,"endTime":2078.54,"body":"and wire them up. And then yeah,"},{"speaker":"Ryan Brown","startTime":2073.77,"endTime":2078.54,"body":"don't don't expect to be"},{"speaker":"Ryan Brown","startTime":2078.54,"endTime":2079.98,"body":"wheeling it out for a picnic."},{"speaker":"Tim Montague","startTime":2082.2,"endTime":2084.75,"body":"Nice. Well, please"},{"speaker":"Tim Montague","startTime":2082.2,"endTime":2084.75,"body":"check out all of our content at"},{"speaker":"Tim Montague","startTime":2084.75,"endTime":2088.08,"body":"clean power hour.com Give us a"},{"speaker":"Tim Montague","startTime":2084.75,"endTime":2088.08,"body":"rating and a review so others"},{"speaker":"Tim Montague","startTime":2088.08,"endTime":2091.41,"body":"can find this content. And"},{"speaker":"Tim Montague","startTime":2088.08,"endTime":2091.41,"body":"please subscribe to our YouTube"},{"speaker":"Tim Montague","startTime":2091.41,"endTime":2094.89,"body":"channel. Just hit the YouTube"},{"speaker":"Tim Montague","startTime":2091.41,"endTime":2094.89,"body":"icon at clean power hour.com and"},{"speaker":"Tim Montague","startTime":2095.97,"endTime":2099.33,"body":"get all of our videos. Every"},{"speaker":"Tim Montague","startTime":2095.97,"endTime":2099.33,"body":"week. We're producing two"},{"speaker":"Tim Montague","startTime":2099.33,"endTime":2102.4500000000003,"body":"videos, one on one interviews"},{"speaker":"Tim Montague","startTime":2099.33,"endTime":2102.4500000000003,"body":"like this and a news roundup"},{"speaker":"Tim Montague","startTime":2102.4500000000003,"endTime":2107.1600000000003,"body":"with my co host, John Weaver or"},{"speaker":"Tim Montague","startTime":2102.4500000000003,"endTime":2107.1600000000003,"body":"an occasional guest co host. So,"},{"speaker":"Tim Montague","startTime":2107.3700000000003,"endTime":2110.79,"body":"Ryan, how can our listeners"},{"speaker":"Tim Montague","startTime":2107.3700000000003,"endTime":2110.79,"body":"reach you and salient?"},{"speaker":"Ryan Brown","startTime":2111.06,"endTime":2114.21,"body":"You can find me on"},{"speaker":"Ryan Brown","startTime":2111.06,"endTime":2114.21,"body":"LinkedIn, Ryan Brown, the"},{"speaker":"Ryan Brown","startTime":2114.21,"endTime":2119.46,"body":"website is salient. energy.ca Or"},{"speaker":"Ryan Brown","startTime":2114.21,"endTime":2119.46,"body":"find us on LinkedIn and Twitter."},{"speaker":"Ryan Brown","startTime":2119.8500000000004,"endTime":2122.7000000000003,"body":"I love getting messages,"},{"speaker":"Ryan Brown","startTime":2119.8500000000004,"endTime":2122.7000000000003,"body":"especially if it's about nerdy"},{"speaker":"Ryan Brown","startTime":2122.7000000000003,"endTime":2126.0,"body":"battery topics. So yeah, feel"},{"speaker":"Ryan Brown","startTime":2122.7000000000003,"endTime":2126.0,"body":"free to reach out."},{"speaker":"Tim Montague","startTime":2126.84,"endTime":2128.9100000000003,"body":"Excellent. Well,"},{"speaker":"Tim Montague","startTime":2126.84,"endTime":2128.9100000000003,"body":"I'm Tim Montague. Thank you so"},{"speaker":"Tim Montague","startTime":2128.9100000000003,"endTime":2131.6400000000003,"body":"much Ryan Brown. Let's grow"},{"speaker":"Tim Montague","startTime":2128.9100000000003,"endTime":2131.6400000000003,"body":"solar and storage."},{"speaker":"Ryan Brown","startTime":2131.82,"endTime":2133.8900000000003,"body":"Absolutely. Thank"},{"speaker":"Ryan Brown","startTime":2131.82,"endTime":2133.8900000000003,"body":"you so much."}]}