{"version":"1.0.0","segments":[{"speaker":"Aaron Marks","startTime":50.78,"endTime":53.660000000000004,"body":"And I've been"},{"speaker":"Aaron Marks","startTime":50.78,"endTime":53.660000000000004,"body":"working in market intelligence"},{"speaker":"Aaron Marks","startTime":53.660000000000004,"endTime":57.02,"body":"for energy storage for some"},{"speaker":"Aaron Marks","startTime":53.660000000000004,"endTime":57.02,"body":"level, for the last seven, eight"},{"speaker":"Aaron Marks","startTime":57.02,"endTime":59.78,"body":"years. And let me tell you,"},{"speaker":"Aaron Marks","startTime":57.02,"endTime":59.78,"body":"there's always been different"},{"speaker":"Aaron Marks","startTime":59.78,"endTime":63.74,"body":"sources of volatility. 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I mean, generally a"},{"speaker":"Aaron Marks","startTime":79.0,"endTime":81.64,"body":"good thing, but it's still"},{"speaker":"Aaron Marks","startTime":79.0,"endTime":81.64,"body":"creating changes in the market."},{"speaker":"intro","startTime":82.0,"endTime":84.88,"body":"Are you speeding the"},{"speaker":"intro","startTime":82.0,"endTime":84.88,"body":"energy transition here at the"},{"speaker":"intro","startTime":84.88,"endTime":88.36,"body":"Clean Power Hour, our host, Tim"},{"speaker":"intro","startTime":84.88,"endTime":88.36,"body":"Montague, bring you the best in"},{"speaker":"intro","startTime":88.36,"endTime":92.34,"body":"solar, batteries and clean"},{"speaker":"intro","startTime":88.36,"endTime":92.34,"body":"technologies every week. Want to"},{"speaker":"intro","startTime":92.34,"endTime":96.42,"body":"go deeper into decarbonization."},{"speaker":"intro","startTime":92.34,"endTime":96.42,"body":"We do too. 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I've had Andy Klump"},{"speaker":"Tim Montague","startTime":115.03,"endTime":118.93900000000001,"body":"on the show before, and everyone"},{"speaker":"Tim Montague","startTime":115.03,"endTime":118.93900000000001,"body":"you know who buys solar"},{"speaker":"Tim Montague","startTime":119.009,"endTime":122.918,"body":"equipment, whether that's"},{"speaker":"Tim Montague","startTime":119.009,"endTime":122.918,"body":"batteries, modules, inverters,"},{"speaker":"Tim Montague","startTime":122.988,"endTime":126.897,"body":"knows about clean energy"},{"speaker":"Tim Montague","startTime":122.988,"endTime":126.897,"body":"Associates. We're going to talk"},{"speaker":"Tim Montague","startTime":126.96600000000001,"endTime":131.364,"body":"with Aaron, though, about market"},{"speaker":"Tim Montague","startTime":126.96600000000001,"endTime":131.364,"body":"intelligence services. And you"},{"speaker":"Tim Montague","startTime":131.434,"endTime":135.55200000000002,"body":"know, I think of things like"},{"speaker":"Tim Montague","startTime":131.434,"endTime":135.55200000000002,"body":"factory auditing that you guys"},{"speaker":"Tim Montague","startTime":135.622,"endTime":139.74,"body":"do. Basically, when you're"},{"speaker":"Tim Montague","startTime":135.622,"endTime":139.74,"body":"buying megawatts or gigawatts of"},{"speaker":"Tim Montague","startTime":139.81,"endTime":143.789,"body":"solar panels, you want to make"},{"speaker":"Tim Montague","startTime":139.81,"endTime":143.789,"body":"sure you know exactly what"},{"speaker":"Tim Montague","startTime":143.85899999999998,"endTime":147.977,"body":"you're getting. And that's one"},{"speaker":"Tim Montague","startTime":143.85899999999998,"endTime":147.977,"body":"of the value propositions of"},{"speaker":"Tim Montague","startTime":148.047,"endTime":150.7,"body":"CEA. But what is your niche?"},{"speaker":"Tim Montague","startTime":148.047,"endTime":150.7,"body":"Aaron, so"},{"speaker":"Aaron Marks","startTime":151.38,"endTime":154.01999999999998,"body":"I work in CA's"},{"speaker":"Aaron Marks","startTime":151.38,"endTime":154.01999999999998,"body":"Market Intelligence Group. And"},{"speaker":"Aaron Marks","startTime":154.01999999999998,"endTime":157.38,"body":"as you mentioned, CA started"},{"speaker":"Aaron Marks","startTime":154.01999999999998,"endTime":157.38,"body":"with factory audits quality"},{"speaker":"Aaron Marks","startTime":157.38,"endTime":160.74,"body":"assurance, but we expanded from"},{"speaker":"Aaron Marks","startTime":157.38,"endTime":160.74,"body":"there into more supply chain"},{"speaker":"Aaron Marks","startTime":160.74,"endTime":163.5,"body":"services and then eventually"},{"speaker":"Aaron Marks","startTime":160.74,"endTime":163.5,"body":"into market intelligence. So of"},{"speaker":"Aaron Marks","startTime":163.5,"endTime":166.07999999999998,"body":"course, you want to know exactly"},{"speaker":"Aaron Marks","startTime":163.5,"endTime":166.07999999999998,"body":"what you're buying in terms of"},{"speaker":"Aaron Marks","startTime":166.14,"endTime":168.84,"body":"your actual panels, and that's"},{"speaker":"Aaron Marks","startTime":166.14,"endTime":168.84,"body":"where the quality assurance"},{"speaker":"Aaron Marks","startTime":168.84,"endTime":171.24,"body":"comes in. You want to know who"},{"speaker":"Aaron Marks","startTime":168.84,"endTime":171.24,"body":"you're working with, and that's"},{"speaker":"Aaron Marks","startTime":171.24,"endTime":173.84,"body":"where the supply chain"},{"speaker":"Aaron Marks","startTime":171.24,"endTime":173.84,"body":"management comes in. And you"},{"speaker":"Aaron Marks","startTime":173.84,"endTime":176.54000000000002,"body":"want to know what's going on in"},{"speaker":"Aaron Marks","startTime":173.84,"endTime":176.54000000000002,"body":"the market and how to make those"},{"speaker":"Aaron Marks","startTime":176.54000000000002,"endTime":179.36,"body":"strategic decisions. And that's"},{"speaker":"Aaron Marks","startTime":176.54000000000002,"endTime":179.36,"body":"where market intelligence comes"},{"speaker":"Aaron Marks","startTime":179.36,"endTime":182.0,"body":"in. And we're really aiming at"},{"speaker":"Aaron Marks","startTime":179.36,"endTime":182.0,"body":"CEA to offer all three of those"},{"speaker":"Aaron Marks","startTime":182.0,"endTime":183.86,"body":"and integrate those together as"},{"speaker":"Aaron Marks","startTime":182.0,"endTime":183.86,"body":"well. I"},{"speaker":"Tim Montague","startTime":183.86,"endTime":186.56,"body":"mean, it seems"},{"speaker":"Tim Montague","startTime":183.86,"endTime":186.56,"body":"like the market is kind of"},{"speaker":"Tim Montague","startTime":186.56,"endTime":189.38,"body":"freaking out right now because"},{"speaker":"Tim Montague","startTime":186.56,"endTime":189.38,"body":"the Trump administration is"},{"speaker":"Tim Montague","startTime":189.38,"endTime":192.82,"body":"putting tariffs on everything"},{"speaker":"Tim Montague","startTime":189.38,"endTime":192.82,"body":"they can think of is, has that"},{"speaker":"Tim Montague","startTime":192.82,"endTime":196.72,"body":"caused a lot of turmoil and"},{"speaker":"Tim Montague","startTime":192.82,"endTime":196.72,"body":"angst in your from your"},{"speaker":"Tim Montague","startTime":196.72,"endTime":197.38,"body":"perspective,"},{"speaker":"Aaron Marks","startTime":198.04,"endTime":201.58,"body":"it has. It has"},{"speaker":"Aaron Marks","startTime":198.04,"endTime":201.58,"body":"introduced a lot of volatility"},{"speaker":"Aaron Marks","startTime":201.58,"endTime":205.3,"body":"into the market. And I've been"},{"speaker":"Aaron Marks","startTime":201.58,"endTime":205.3,"body":"working in market intelligence"},{"speaker":"Aaron Marks","startTime":205.3,"endTime":208.66,"body":"for energy storage for some"},{"speaker":"Aaron Marks","startTime":205.3,"endTime":208.66,"body":"level, for the last seven, eight"},{"speaker":"Aaron Marks","startTime":208.66,"endTime":211.44,"body":"years. And let me tell you,"},{"speaker":"Aaron Marks","startTime":208.66,"endTime":211.44,"body":"there's always been different"},{"speaker":"Aaron Marks","startTime":211.44,"endTime":215.4,"body":"sources of volatility. If you go"},{"speaker":"Aaron Marks","startTime":211.44,"endTime":215.4,"body":"back to 2017, and 18, we're"},{"speaker":"Aaron Marks","startTime":215.4,"endTime":218.1,"body":"talking about a transition in"},{"speaker":"Aaron Marks","startTime":215.4,"endTime":218.1,"body":"battery cell procurement. Of"},{"speaker":"Aaron Marks","startTime":218.1,"endTime":220.68,"body":"course, at that point it was"},{"speaker":"Aaron Marks","startTime":218.1,"endTime":220.68,"body":"Korean OEMs were really ruling"},{"speaker":"Aaron Marks","startTime":220.68,"endTime":223.62,"body":"the roost, and you started to"},{"speaker":"Aaron Marks","startTime":220.68,"endTime":223.62,"body":"see that transition into Chinese"},{"speaker":"Aaron Marks","startTime":223.62,"endTime":227.88,"body":"OEMs and LFP. Then you move into"},{"speaker":"Aaron Marks","startTime":223.62,"endTime":227.88,"body":"2021, 2022 now we're talking"},{"speaker":"Aaron Marks","startTime":227.88,"endTime":230.64000000000001,"body":"about the IRA. That's still"},{"speaker":"Aaron Marks","startTime":227.88,"endTime":230.64000000000001,"body":"volatility, I mean, generally a"},{"speaker":"Aaron Marks","startTime":230.64000000000001,"endTime":233.18,"body":"good thing, but it's still"},{"speaker":"Aaron Marks","startTime":230.64000000000001,"endTime":233.18,"body":"creating changes in the market,"},{"speaker":"Aaron Marks","startTime":233.24,"endTime":235.28,"body":"and now, with the new"},{"speaker":"Aaron Marks","startTime":233.24,"endTime":235.28,"body":"administration, we have more"},{"speaker":"Aaron Marks","startTime":235.28,"endTime":238.16,"body":"policy changes. They're coming"},{"speaker":"Aaron Marks","startTime":235.28,"endTime":238.16,"body":"on quickly, and our clients do"},{"speaker":"Aaron Marks","startTime":238.16,"endTime":241.4,"body":"rely on us to stay abreast of"},{"speaker":"Aaron Marks","startTime":238.16,"endTime":241.4,"body":"those changes and explain what's"},{"speaker":"Aaron Marks","startTime":241.4,"endTime":245.54,"body":"going on as succinctly and as"},{"speaker":"Aaron Marks","startTime":241.4,"endTime":245.54,"body":"punctually as possible."},{"speaker":"Tim Montague","startTime":245.6,"endTime":249.68,"body":"Yeah. So one of"},{"speaker":"Tim Montague","startTime":245.6,"endTime":249.68,"body":"the things that the IRA seems to"},{"speaker":"Tim Montague","startTime":249.68,"endTime":253.18,"body":"have done or accomplished, right"},{"speaker":"Tim Montague","startTime":249.68,"endTime":253.18,"body":"is an explosion of manufacturing"},{"speaker":"Tim Montague","startTime":253.18,"endTime":257.38,"body":"in the US, solar panel"},{"speaker":"Tim Montague","startTime":253.18,"endTime":257.38,"body":"factories, battery factories, EV"},{"speaker":"Tim Montague","startTime":257.38,"endTime":261.28,"body":"factories. Is that trend in"},{"speaker":"Tim Montague","startTime":257.38,"endTime":261.28,"body":"jeopardy? Do you think because"},{"speaker":"Tim Montague","startTime":261.46000000000004,"endTime":263.62,"body":"of the Trump administration, it"},{"speaker":"Aaron Marks","startTime":263.62,"endTime":265.96000000000004,"body":"is a bit hard to"},{"speaker":"Aaron Marks","startTime":263.62,"endTime":265.96000000000004,"body":"say. Of course, in the last"},{"speaker":"Aaron Marks","startTime":265.96000000000004,"endTime":269.02,"body":"week, we've seen core power"},{"speaker":"Aaron Marks","startTime":265.96000000000004,"endTime":269.02,"body":"pulling back with some of their"},{"speaker":"Aaron Marks","startTime":269.02,"endTime":272.52,"body":"manufacturing plans. We've seen"},{"speaker":"Aaron Marks","startTime":269.02,"endTime":272.52,"body":"Frayer, kind of pivoting from"},{"speaker":"Aaron Marks","startTime":272.52,"endTime":277.32,"body":"storage into their solar plans."},{"speaker":"Aaron Marks","startTime":272.52,"endTime":277.32,"body":"So there's a lot going on."},{"speaker":"Tim Montague","startTime":277.44,"endTime":280.2,"body":"Is that Georgia"},{"speaker":"Tim Montague","startTime":277.44,"endTime":280.2,"body":"battery factory that Friar was"},{"speaker":"Tim Montague","startTime":280.2,"endTime":281.28,"body":"building not happening."},{"speaker":"Aaron Marks","startTime":281.52,"endTime":283.8,"body":"That was the most"},{"speaker":"Aaron Marks","startTime":281.52,"endTime":283.8,"body":"recent announcement that they"},{"speaker":"Aaron Marks","startTime":283.8,"endTime":285.9,"body":"are shifting away from that"},{"speaker":"Aaron Marks","startTime":283.8,"endTime":285.9,"body":"battery. Wow,"},{"speaker":"Tim Montague","startTime":285.96000000000004,"endTime":288.53999999999996,"body":"wow. But they"},{"speaker":"Tim Montague","startTime":285.96000000000004,"endTime":288.53999999999996,"body":"bought a five gigawatt solar"},{"speaker":"Tim Montague","startTime":288.53999999999996,"endTime":293.9,"body":"panel factory right from Trina."},{"speaker":"Tim Montague","startTime":288.53999999999996,"endTime":293.9,"body":"Yeah. So interesting. Yeah, I"},{"speaker":"Tim Montague","startTime":293.9,"endTime":297.2,"body":"gotta, I gotta reconnect with"},{"speaker":"Tim Montague","startTime":293.9,"endTime":297.2,"body":"Freya. I think they're a great"},{"speaker":"Tim Montague","startTime":297.2,"endTime":300.02,"body":"company, but I you know, they"},{"speaker":"Tim Montague","startTime":297.2,"endTime":300.02,"body":"were a pure storage play, and"},{"speaker":"Tim Montague","startTime":300.02,"endTime":303.86,"body":"now they're solar and storage,"},{"speaker":"Tim Montague","startTime":300.02,"endTime":303.86,"body":"but that was news to me that"},{"speaker":"Tim Montague","startTime":303.86,"endTime":305.48,"body":"they're backing off of Georgia."},{"speaker":"Tim Montague","startTime":303.86,"endTime":305.48,"body":"That's"},{"speaker":"Aaron Marks","startTime":305.48,"endTime":307.52,"body":"right, and these"},{"speaker":"Aaron Marks","startTime":305.48,"endTime":307.52,"body":"updates are happening so"},{"speaker":"Aaron Marks","startTime":307.52,"endTime":310.4,"body":"quickly, and that is part of our"},{"speaker":"Aaron Marks","startTime":307.52,"endTime":310.4,"body":"value proposition. You know,"},{"speaker":"Aaron Marks","startTime":310.4,"endTime":312.70000000000005,"body":"when you're out there trying to"},{"speaker":"Aaron Marks","startTime":310.4,"endTime":312.70000000000005,"body":"actually deploy storage"},{"speaker":"Aaron Marks","startTime":312.70000000000005,"endTime":315.34000000000003,"body":"solutions, trying to actually"},{"speaker":"Aaron Marks","startTime":312.70000000000005,"endTime":315.34000000000003,"body":"deploy solar solutions. You're"},{"speaker":"Aaron Marks","startTime":315.34000000000003,"endTime":317.98,"body":"not necessarily sending people"},{"speaker":"Aaron Marks","startTime":315.34000000000003,"endTime":317.98,"body":"to the back office to read the"},{"speaker":"Aaron Marks","startTime":317.98,"endTime":321.76,"body":"news, but when you have a"},{"speaker":"Aaron Marks","startTime":317.98,"endTime":321.76,"body":"dedicated market intelligence"},{"speaker":"Aaron Marks","startTime":321.76,"endTime":324.64,"body":"partner, that's when you're able"},{"speaker":"Aaron Marks","startTime":321.76,"endTime":324.64,"body":"to know what's going on, know"},{"speaker":"Aaron Marks","startTime":324.64,"endTime":327.70000000000005,"body":"what's going on, quickly, and be"},{"speaker":"Aaron Marks","startTime":324.64,"endTime":327.70000000000005,"body":"able to make strategic decisions"},{"speaker":"Aaron Marks","startTime":327.70000000000005,"endTime":328.9,"body":"based on that information."},{"speaker":"Tim Montague","startTime":328.9,"endTime":331.78499999999997,"body":"Okay, well, I'm"},{"speaker":"Tim Montague","startTime":328.9,"endTime":331.78499999999997,"body":"Jim Montague. Check out all of"},{"speaker":"Tim Montague","startTime":331.847,"endTime":334.66999999999996,"body":"our content at"},{"speaker":"Tim Montague","startTime":331.847,"endTime":334.66999999999996,"body":"cleanpowerhour.com Please give"},{"speaker":"Tim Montague","startTime":334.73199999999997,"endTime":338.307,"body":"us a rating and a review on"},{"speaker":"Tim Montague","startTime":334.73199999999997,"endTime":338.307,"body":"Apple or Spotify. And how can"},{"speaker":"Tim Montague","startTime":338.37,"endTime":340.44000000000005,"body":"our listeners find you? Aaron. So"},{"speaker":"Aaron Marks","startTime":340.44000000000005,"endTime":343.63300000000004,"body":"I am available at"},{"speaker":"Aaron Marks","startTime":340.44000000000005,"endTime":343.63300000000004,"body":"Aaron marks. I'm on LinkedIn. My"},{"speaker":"Aaron Marks","startTime":343.697,"endTime":347.46500000000003,"body":"email is a marks at CEAthree.com"},{"speaker":"Aaron Marks","startTime":343.697,"endTime":347.46500000000003,"body":"and always willing to have"},{"speaker":"Aaron Marks","startTime":347.528,"endTime":351.67999999999995,"body":"conversation about what's going"},{"speaker":"Aaron Marks","startTime":347.528,"endTime":351.67999999999995,"body":"on in. Storage market, excellent."},{"speaker":"Tim Montague","startTime":352.4,"endTime":354.5,"body":"I'm Tim Montague,"},{"speaker":"Tim Montague","startTime":352.4,"endTime":354.5,"body":"let's grow solar and storage."},{"speaker":"Tim Montague","startTime":354.5,"endTime":356.12,"body":"Thank you so much. Aaron, thank"},{"speaker":"Tim Montague","startTime":354.5,"endTime":356.12,"body":"you. You."}]}