{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":50.78,"endTime":55.58,"body":"Tim, welcome to"},{"speaker":"Tim Montague","startTime":50.78,"endTime":55.58,"body":"the Clean Power Hour live. I'm"},{"speaker":"Tim Montague","startTime":55.58,"endTime":60.14,"body":"Tim Montague, Today is June 13,"},{"speaker":"Tim Montague","startTime":55.58,"endTime":60.14,"body":"2025 and we are here to give you"},{"speaker":"Tim Montague","startTime":60.14,"endTime":63.86,"body":"the latest and greatest in"},{"speaker":"Tim Montague","startTime":60.14,"endTime":63.86,"body":"solar, wind and battery news"},{"speaker":"Tim Montague","startTime":64.34,"endTime":67.52,"body":"with my co host, none other than"},{"speaker":"Tim Montague","startTime":64.34,"endTime":67.52,"body":"the commercial solar guy. John"},{"speaker":"Tim Montague","startTime":67.52,"endTime":69.62,"body":"Weaver, welcome to the show,"},{"speaker":"Tim Montague","startTime":67.52,"endTime":69.62,"body":"John. Hey"},{"speaker":"John Weaver","startTime":69.62,"endTime":73.42,"body":"Tim. Thanks for"},{"speaker":"John Weaver","startTime":69.62,"endTime":73.42,"body":"inviting me, and it seems like"},{"speaker":"John Weaver","startTime":73.42,"endTime":76.24000000000001,"body":"your stream yard accounts pretty"},{"speaker":"John Weaver","startTime":73.42,"endTime":76.24000000000001,"body":"terrible, because your nice"},{"speaker":"John Weaver","startTime":76.24000000000001,"endTime":78.88,"body":"green color goes nicely with"},{"speaker":"John Weaver","startTime":76.24000000000001,"endTime":78.88,"body":"your blue eyes. Though"},{"speaker":"Tim Montague","startTime":79.0,"endTime":81.88,"body":"I kind of look"},{"speaker":"Tim Montague","startTime":79.0,"endTime":81.88,"body":"like a ghost. Um, you look. I"},{"speaker":"Tim Montague","startTime":81.88,"endTime":82.36,"body":"like it."},{"speaker":"John Weaver","startTime":82.36,"endTime":84.88,"body":"Tim, you could, you"},{"speaker":"John Weaver","startTime":82.36,"endTime":84.88,"body":"could, like, float away, and"},{"speaker":"John Weaver","startTime":85.36,"endTime":90.82,"body":"there you go. So stream yard,"},{"speaker":"John Weaver","startTime":85.36,"endTime":90.82,"body":"Tim, needs help on the Clean"},{"speaker":"John Weaver","startTime":90.82,"endTime":92.03999999999999,"body":"Power Hour. It's got a"},{"speaker":"Tim Montague","startTime":92.16,"endTime":94.38,"body":"green Halo. I"},{"speaker":"Tim Montague","startTime":92.16,"endTime":94.38,"body":"mean, I do have a green screen."},{"speaker":"Tim Montague","startTime":94.38,"endTime":96.66,"body":"It's seeing the green screen."},{"speaker":"Tim Montague","startTime":94.38,"endTime":96.66,"body":"Oh, it does. It really a lot"},{"speaker":"Tim Montague","startTime":96.72,"endTime":103.44,"body":"around my hands. But anyway,"},{"speaker":"Tim Montague","startTime":96.72,"endTime":103.44,"body":"life is good. John, it's good."},{"speaker":"Tim Montague","startTime":104.1,"endTime":107.64,"body":"You know, some people are"},{"speaker":"Tim Montague","startTime":104.1,"endTime":107.64,"body":"freaked out about what's going"},{"speaker":"Tim Montague","startTime":107.64,"endTime":112.22,"body":"on in the United States, but, I"},{"speaker":"Tim Montague","startTime":107.64,"endTime":112.22,"body":"mean, in our industry, there's a"},{"speaker":"Tim Montague","startTime":112.22,"endTime":114.62,"body":"lot of stuff going on in the"},{"speaker":"Tim Montague","startTime":112.22,"endTime":114.62,"body":"United States, but I'm talking"},{"speaker":"Tim Montague","startTime":114.62,"endTime":120.26,"body":"about the solar industry. I just"},{"speaker":"Tim Montague","startTime":114.62,"endTime":120.26,"body":"came off of being in Chicago at"},{"speaker":"Tim Montague","startTime":120.26,"endTime":125.18,"body":"the Midwest solar Expo for two"},{"speaker":"Tim Montague","startTime":120.26,"endTime":125.18,"body":"and a half days, and I've"},{"speaker":"Tim Montague","startTime":125.18,"endTime":130.64,"body":"arrived at a place of it's all"},{"speaker":"Tim Montague","startTime":125.18,"endTime":130.64,"body":"going to be good. It could be"},{"speaker":"Tim Montague","startTime":130.76,"endTime":135.51999999999998,"body":"better or less good, but it's"},{"speaker":"Tim Montague","startTime":130.76,"endTime":135.51999999999998,"body":"not going to be horrible. And so"},{"speaker":"Tim Montague","startTime":135.7,"endTime":139.0,"body":"if they pass the bill that"},{"speaker":"Tim Montague","startTime":135.7,"endTime":139.0,"body":"they're trying to pass the the"},{"speaker":"Tim Montague","startTime":139.42000000000002,"endTime":143.2,"body":"you know, the big, great bill,"},{"speaker":"Tim Montague","startTime":139.42000000000002,"endTime":143.2,"body":"the budget reconciliation bill,"},{"speaker":"Tim Montague","startTime":143.68,"endTime":147.16,"body":"you know, it does reduce the"},{"speaker":"Tim Montague","startTime":143.68,"endTime":147.16,"body":"solar industry by 46 Well, solar"},{"speaker":"Tim Montague","startTime":147.16,"endTime":152.64,"body":"and wind by 46% between now and"},{"speaker":"Tim Montague","startTime":147.16,"endTime":152.64,"body":"2030 and that's a bad statistic."},{"speaker":"Tim Montague","startTime":152.76,"endTime":157.68,"body":"It's not going to help us"},{"speaker":"Tim Montague","startTime":152.76,"endTime":157.68,"body":"achieve the energy transition in"},{"speaker":"Tim Montague","startTime":157.68,"endTime":161.34,"body":"a timely manner. But on the"},{"speaker":"Tim Montague","startTime":157.68,"endTime":161.34,"body":"other the flip side of that is"},{"speaker":"Tim Montague","startTime":161.34,"endTime":165.12,"body":"that sooner or later, we're"},{"speaker":"Tim Montague","startTime":161.34,"endTime":165.12,"body":"going to have a 50% solarized"},{"speaker":"Tim Montague","startTime":165.12,"endTime":170.7,"body":"grid. It's unstoppable. So just"},{"speaker":"Tim Montague","startTime":165.12,"endTime":170.7,"body":"hang in there. I say ride on."},{"speaker":"Tim Montague","startTime":171.24,"endTime":173.18,"body":"Give me the solar coaster right"},{"speaker":"Tim Montague","startTime":171.24,"endTime":173.18,"body":"on,"},{"speaker":"John Weaver","startTime":174.56,"endTime":177.68,"body":"you know, then"},{"speaker":"John Weaver","startTime":174.56,"endTime":177.68,"body":"actually, that comment, that"},{"speaker":"John Weaver","startTime":177.68,"endTime":182.06,"body":"thought, actually leads into one"},{"speaker":"John Weaver","startTime":177.68,"endTime":182.06,"body":"of my articles that I wrote this"},{"speaker":"John Weaver","startTime":182.06,"endTime":187.16,"body":"week for PV mag. Um, last week,"},{"speaker":"John Weaver","startTime":182.06,"endTime":187.16,"body":"I was in New York City for the a"},{"speaker":"John Weaver","startTime":187.52,"endTime":190.94,"body":"core financial forum, the"},{"speaker":"John Weaver","startTime":187.52,"endTime":190.94,"body":"American Council on renewable"},{"speaker":"John Weaver","startTime":190.94,"endTime":193.84,"body":"energy cool for New York City,"},{"speaker":"John Weaver","startTime":190.94,"endTime":193.84,"body":"we had two days of people"},{"speaker":"John Weaver","startTime":193.84,"endTime":197.8,"body":"speaking and, and if you want to"},{"speaker":"John Weaver","startTime":193.84,"endTime":197.8,"body":"share one of the articles I"},{"speaker":"John Weaver","startTime":197.8,"endTime":201.76,"body":"wrote for PV, mag in the room"},{"speaker":"John Weaver","startTime":197.8,"endTime":201.76,"body":"for the for review viewers,"},{"speaker":"John Weaver","startTime":201.76,"endTime":205.3,"body":"that'd be cool. Oh, but yeah,"},{"speaker":"John Weaver","startTime":201.76,"endTime":205.3,"body":"you just got to scroll down that"},{"speaker":"John Weaver","startTime":206.14000000000001,"endTime":210.64000000000001,"body":"document a little bit. You'll"},{"speaker":"John Weaver","startTime":206.14000000000001,"endTime":210.64000000000001,"body":"see a core and, but the thing"},{"speaker":"John Weaver","startTime":210.64000000000001,"endTime":213.9,"body":"that I heard from the people"},{"speaker":"John Weaver","startTime":210.64000000000001,"endTime":213.9,"body":"speaking, and this, I think,"},{"speaker":"John Weaver","startTime":214.26,"endTime":220.2,"body":"kind of had an impression on me,"},{"speaker":"John Weaver","startTime":214.26,"endTime":220.2,"body":"is that the biggest driver right"},{"speaker":"John Weaver","startTime":220.2,"endTime":223.92,"body":"now, like a big driver, not the"},{"speaker":"John Weaver","startTime":220.2,"endTime":223.92,"body":"biggest, but a big driver right"},{"speaker":"John Weaver","startTime":223.92,"endTime":228.96,"body":"now, is more demand for energy."},{"speaker":"John Weaver","startTime":223.92,"endTime":228.96,"body":"So there are, there's lots of"},{"speaker":"John Weaver","startTime":228.96,"endTime":232.76,"body":"people seeking more energy right"},{"speaker":"John Weaver","startTime":228.96,"endTime":232.76,"body":"now, it seems, and I think it's"},{"speaker":"John Weaver","startTime":232.76,"endTime":237.26,"body":"a little less than some of the"},{"speaker":"John Weaver","startTime":232.76,"endTime":237.26,"body":"headlines suggest, and Wall"},{"speaker":"John Weaver","startTime":237.26,"endTime":239.72,"body":"Street thinks it's a little less"},{"speaker":"John Weaver","startTime":237.26,"endTime":239.72,"body":"than some of the headlines will"},{"speaker":"John Weaver","startTime":239.72,"endTime":242.42,"body":"suggest, because there's lots of"},{"speaker":"John Weaver","startTime":239.72,"endTime":242.42,"body":"speculation. There's like,"},{"speaker":"John Weaver","startTime":242.78,"endTime":247.34,"body":"hundreds of gigawatts of demand"},{"speaker":"John Weaver","startTime":242.78,"endTime":247.34,"body":"of data centers, but only a 10th"},{"speaker":"John Weaver","startTime":247.34,"endTime":249.02,"body":"of that is going to come"},{"speaker":"John Weaver","startTime":247.34,"endTime":249.02,"body":"through, much like the"},{"speaker":"John Weaver","startTime":249.02,"endTime":252.94,"body":"interconnection queue, probably."},{"speaker":"John Weaver","startTime":249.02,"endTime":252.94,"body":"But nonetheless, there still is"},{"speaker":"John Weaver","startTime":252.94,"endTime":259.0,"body":"growth, it seems. And this"},{"speaker":"John Weaver","startTime":252.94,"endTime":259.0,"body":"growth means that new capacity"},{"speaker":"John Weaver","startTime":259.0,"endTime":261.34000000000003,"body":"means to build be built. And"},{"speaker":"John Weaver","startTime":259.0,"endTime":261.34000000000003,"body":"everybody at the show was"},{"speaker":"John Weaver","startTime":261.34000000000003,"endTime":265.36,"body":"saying, listen, people just want"},{"speaker":"John Weaver","startTime":261.34000000000003,"endTime":265.36,"body":"capacity. They don't care where"},{"speaker":"John Weaver","startTime":265.36,"endTime":268.96000000000004,"body":"it comes from. They just want it"},{"speaker":"John Weaver","startTime":265.36,"endTime":268.96000000000004,"body":"and they want it now. And"},{"speaker":"John Weaver","startTime":268.96000000000004,"endTime":271.98,"body":"everybody's saying, listen,"},{"speaker":"John Weaver","startTime":268.96000000000004,"endTime":271.98,"body":"solar and storage is pretty dang"},{"speaker":"John Weaver","startTime":271.98,"endTime":277.98,"body":"cheap, irrelevant of tax"},{"speaker":"John Weaver","startTime":271.98,"endTime":277.98,"body":"credits, irrelevant of the"},{"speaker":"John Weaver","startTime":278.82,"endTime":282.78,"body":"import tariffs, it's still"},{"speaker":"John Weaver","startTime":278.82,"endTime":282.78,"body":"pretty dang cheap. And then the"},{"speaker":"John Weaver","startTime":282.78,"endTime":287.7,"body":"next layer is that solar and"},{"speaker":"John Weaver","startTime":282.78,"endTime":287.7,"body":"storage is the fastest to be"},{"speaker":"John Weaver","startTime":287.7,"endTime":290.96000000000004,"body":"deployed. Everybody kept saying"},{"speaker":"John Weaver","startTime":287.7,"endTime":290.96000000000004,"body":"that gas turbines had"},{"speaker":"John Weaver","startTime":290.96000000000004,"endTime":294.62,"body":"challenges. It might not last"},{"speaker":"John Weaver","startTime":290.96000000000004,"endTime":294.62,"body":"until, might not be getting"},{"speaker":"John Weaver","startTime":294.62,"endTime":298.34000000000003,"body":"deployed in new volume until the"},{"speaker":"John Weaver","startTime":294.62,"endTime":298.34000000000003,"body":"end of the decade. Like"},{"speaker":"John Weaver","startTime":298.34000000000003,"endTime":300.32,"body":"everything that's being"},{"speaker":"John Weaver","startTime":298.34000000000003,"endTime":300.32,"body":"installed through the end of the"},{"speaker":"John Weaver","startTime":300.32,"endTime":304.76,"body":"year is, like, accounted for and"},{"speaker":"John Weaver","startTime":300.32,"endTime":304.76,"body":"so. So, for instance, these two,"},{"speaker":"John Weaver","startTime":305.72,"endTime":310.82000000000005,"body":"Sandia and Jim from Invenergy,"},{"speaker":"John Weaver","startTime":305.72,"endTime":310.82000000000005,"body":"Jim Murphy from Invenergy, like,"},{"speaker":"John Weaver","startTime":310.88,"endTime":314.67999999999995,"body":"holy crap. And then EDP"},{"speaker":"John Weaver","startTime":310.88,"endTime":314.67999999999995,"body":"renewables like, so we just had,"},{"speaker":"John Weaver","startTime":314.67999999999995,"endTime":317.5,"body":"like, two awesome people to"},{"speaker":"John Weaver","startTime":314.67999999999995,"endTime":317.5,"body":"start off day two. And both of"},{"speaker":"John Weaver","startTime":317.5,"endTime":319.48,"body":"these people, if you read in"},{"speaker":"John Weaver","startTime":317.5,"endTime":319.48,"body":"this section, they're like,"},{"speaker":"John Weaver","startTime":319.48,"endTime":323.44000000000005,"body":"listen, more capacity is coming,"},{"speaker":"John Weaver","startTime":319.48,"endTime":323.44000000000005,"body":"and it's going to be solar and"},{"speaker":"John Weaver","startTime":323.44000000000005,"endTime":326.91999999999996,"body":"storage. It's going to be driven"},{"speaker":"John Weaver","startTime":323.44000000000005,"endTime":326.91999999999996,"body":"by solar and storage. And so"},{"speaker":"John Weaver","startTime":326.91999999999996,"endTime":331.14,"body":"from their perspectives, first"},{"speaker":"John Weaver","startTime":326.91999999999996,"endTime":331.14,"body":"off, they want to pound getting"},{"speaker":"John Weaver","startTime":331.14,"endTime":334.14,"body":"projects started right now. So"},{"speaker":"John Weaver","startTime":331.14,"endTime":334.14,"body":"if you're an EPC and you have"},{"speaker":"John Weaver","startTime":334.14,"endTime":338.88,"body":"resources, you might be able to"},{"speaker":"John Weaver","startTime":334.14,"endTime":338.88,"body":"sign some pretty quick contracts"},{"speaker":"John Weaver","startTime":338.88,"endTime":342.65999999999997,"body":"with some pretty big companies"},{"speaker":"John Weaver","startTime":338.88,"endTime":342.65999999999997,"body":"and start construction, just to"},{"speaker":"John Weaver","startTime":342.65999999999997,"endTime":346.38,"body":"make sure stuff is happening."},{"speaker":"John Weaver","startTime":342.65999999999997,"endTime":346.38,"body":"And these two people who are"},{"speaker":"John Weaver","startTime":346.38,"endTime":350.9,"body":"leaders of some of the largest"},{"speaker":"John Weaver","startTime":346.38,"endTime":350.9,"body":"renewable companies on Earth. So"},{"speaker":"John Weaver","startTime":350.9,"endTime":353.53999999999996,"body":"we're like, Hey, this is"},{"speaker":"John Weaver","startTime":350.9,"endTime":353.53999999999996,"body":"happening. We're going forward."},{"speaker":"John Weaver","startTime":353.53999999999996,"endTime":357.67999999999995,"body":"Yeah, we really would like to"},{"speaker":"John Weaver","startTime":353.53999999999996,"endTime":357.67999999999995,"body":"see the ITC stay. And no, we"},{"speaker":"John Weaver","startTime":357.67999999999995,"endTime":360.79999999999995,"body":"don't like this foreign require,"},{"speaker":"John Weaver","startTime":357.67999999999995,"endTime":360.79999999999995,"body":"foreign thing. And no, we don't"},{"speaker":"John Weaver","startTime":360.79999999999995,"endTime":364.82000000000005,"body":"like the 60 day start. And yes,"},{"speaker":"John Weaver","startTime":360.79999999999995,"endTime":364.82000000000005,"body":"we should have a construction"},{"speaker":"John Weaver","startTime":364.82000000000005,"endTime":369.91999999999996,"body":"start versus construction"},{"speaker":"John Weaver","startTime":364.82000000000005,"endTime":369.91999999999996,"body":"Finish, finish for the ITC law."},{"speaker":"John Weaver","startTime":370.34000000000003,"endTime":374.79999999999995,"body":"But the passion, the belief that"},{"speaker":"John Weaver","startTime":370.34000000000003,"endTime":374.79999999999995,"body":"this is just going to go"},{"speaker":"John Weaver","startTime":374.79999999999995,"endTime":377.32000000000005,"body":"forward, that we're still going"},{"speaker":"John Weaver","startTime":374.79999999999995,"endTime":377.32000000000005,"body":"to be building utility scale"},{"speaker":"John Weaver","startTime":377.32000000000005,"endTime":381.88,"body":"solar and storage, and that it"},{"speaker":"John Weaver","startTime":377.32000000000005,"endTime":381.88,"body":"is the number one resource, was"},{"speaker":"John Weaver","startTime":381.88,"endTime":386.67999999999995,"body":"solid and these two, Sean and"},{"speaker":"John Weaver","startTime":381.88,"endTime":386.67999999999995,"body":"Taurus. So Taurus and Toland,"},{"speaker":"John Weaver","startTime":387.46000000000004,"endTime":390.58000000000004,"body":"Sean Toland from Copenhagen"},{"speaker":"John Weaver","startTime":387.46000000000004,"endTime":390.58000000000004,"body":"infrastructure partners, again,"},{"speaker":"John Weaver","startTime":390.76,"endTime":394.86,"body":"one of the world's largest"},{"speaker":"John Weaver","startTime":390.76,"endTime":394.86,"body":"investors in renewables. His"},{"speaker":"John Weaver","startTime":394.86,"endTime":398.58000000000004,"body":"perspective was twofold. He it"},{"speaker":"John Weaver","startTime":394.86,"endTime":398.58000000000004,"body":"was really nice to see he's"},{"speaker":"John Weaver","startTime":398.58000000000004,"endTime":402.72,"body":"like, first off, I've been in"},{"speaker":"John Weaver","startTime":398.58000000000004,"endTime":402.72,"body":"the US for a decade, and people"},{"speaker":"John Weaver","startTime":402.72,"endTime":408.05999999999995,"body":"on my team longer, and we've"},{"speaker":"John Weaver","startTime":402.72,"endTime":408.05999999999995,"body":"seen the US grow be a mature"},{"speaker":"John Weaver","startTime":408.36,"endTime":412.46000000000004,"body":"environment or mature renewables"},{"speaker":"John Weaver","startTime":408.36,"endTime":412.46000000000004,"body":"industry for a decade, and we've"},{"speaker":"John Weaver","startTime":412.46000000000004,"endTime":416.24,"body":"seen the solar coaster, and"},{"speaker":"John Weaver","startTime":412.46000000000004,"endTime":416.24,"body":"we've seen it in the country,"},{"speaker":"John Weaver","startTime":416.29999999999995,"endTime":420.32000000000005,"body":"and from tolan's perspective,"},{"speaker":"John Weaver","startTime":416.29999999999995,"endTime":420.32000000000005,"body":"we've seen it globally. And he"},{"speaker":"John Weaver","startTime":420.32000000000005,"endTime":422.84000000000003,"body":"said something really smart,"},{"speaker":"John Weaver","startTime":420.32000000000005,"endTime":422.84000000000003,"body":"because as a global investor,"},{"speaker":"John Weaver","startTime":422.84000000000003,"endTime":425.12,"body":"and you can see it right there,"},{"speaker":"John Weaver","startTime":422.84000000000003,"endTime":425.12,"body":"you have to have a broader"},{"speaker":"John Weaver","startTime":425.12,"endTime":429.44000000000005,"body":"perspective and realize that"},{"speaker":"John Weaver","startTime":425.12,"endTime":429.44000000000005,"body":"there are challenges everywhere,"},{"speaker":"John Weaver","startTime":429.79999999999995,"endTime":433.78,"body":"and we as Greenfield investors"},{"speaker":"John Weaver","startTime":429.79999999999995,"endTime":433.78,"body":"who are globally conscious."},{"speaker":"John Weaver","startTime":434.38,"endTime":438.4,"body":"We're used to taking on these"},{"speaker":"John Weaver","startTime":434.38,"endTime":438.4,"body":"risks. And so he goes, You know"},{"speaker":"John Weaver","startTime":438.4,"endTime":441.88,"body":"what the US is rough and tumble"},{"speaker":"John Weaver","startTime":438.4,"endTime":441.88,"body":"right now, but that's just the"},{"speaker":"John Weaver","startTime":441.88,"endTime":447.64,"body":"nature of Earth and and we're"},{"speaker":"John Weaver","startTime":441.88,"endTime":447.64,"body":"okay with it. So this, this"},{"speaker":"John Weaver","startTime":447.64,"endTime":451.38,"body":"feeling of, I loved it, this"},{"speaker":"John Weaver","startTime":447.64,"endTime":451.38,"body":"feeling of effort. We're going"},{"speaker":"John Weaver","startTime":451.38,"endTime":453.48,"body":"through it, we're building it,"},{"speaker":"John Weaver","startTime":451.38,"endTime":453.48,"body":"and there's going to be"},{"speaker":"John Weaver","startTime":453.48,"endTime":456.78,"body":"challenges, and we're going to"},{"speaker":"John Weaver","startTime":453.48,"endTime":456.78,"body":"deal with it. Matched what you"},{"speaker":"John Weaver","startTime":456.78,"endTime":459.65999999999997,"body":"said to start the show, and I"},{"speaker":"John Weaver","startTime":456.78,"endTime":459.65999999999997,"body":"heard it over and over from"},{"speaker":"John Weaver","startTime":459.65999999999997,"endTime":462.6,"body":"people on stage, and it was,"},{"speaker":"John Weaver","startTime":459.65999999999997,"endTime":462.6,"body":"everybody was questioning"},{"speaker":"John Weaver","startTime":462.6,"endTime":464.88,"body":"things. They're like, we don't"},{"speaker":"John Weaver","startTime":462.6,"endTime":464.88,"body":"know what's coming next. You"},{"speaker":"John Weaver","startTime":464.88,"endTime":468.65999999999997,"body":"know, it's different, and we"},{"speaker":"John Weaver","startTime":464.88,"endTime":468.65999999999997,"body":"hope the US doesn't use lose its"},{"speaker":"John Weaver","startTime":468.65999999999997,"endTime":472.03999999999996,"body":"leadership position. But they"},{"speaker":"John Weaver","startTime":468.65999999999997,"endTime":472.03999999999996,"body":"were all bullish. They were all"},{"speaker":"John Weaver","startTime":472.03999999999996,"endTime":476.48,"body":"aggressive. And it makes me feel"},{"speaker":"John Weaver","startTime":472.03999999999996,"endTime":476.48,"body":"about the 20 megawatt and above"},{"speaker":"John Weaver","startTime":476.48,"endTime":480.20000000000005,"body":"space, very strongly. 20"},{"speaker":"John Weaver","startTime":476.48,"endTime":480.20000000000005,"body":"megawatt AC and above space in"},{"speaker":"John Weaver","startTime":480.20000000000005,"endTime":482.05999999999995,"body":"the US, very strongly. Yeah."},{"speaker":"Tim Montague","startTime":482.05999999999995,"endTime":483.98,"body":"I think the"},{"speaker":"Tim Montague","startTime":482.05999999999995,"endTime":483.98,"body":"contraction will be harder on"},{"speaker":"Tim Montague","startTime":483.98,"endTime":489.20000000000005,"body":"the residential market if they"},{"speaker":"Tim Montague","startTime":483.98,"endTime":489.20000000000005,"body":"end the ITC in 2025 Yeah, that"},{"speaker":"Tim Montague","startTime":489.20000000000005,"endTime":492.70000000000005,"body":"will be a serious blow to"},{"speaker":"Tim Montague","startTime":489.20000000000005,"endTime":492.70000000000005,"body":"residential solar. There's no"},{"speaker":"Tim Montague","startTime":492.70000000000005,"endTime":496.17999999999995,"body":"doubt about it. Will residential"},{"speaker":"Tim Montague","startTime":492.70000000000005,"endTime":496.17999999999995,"body":"solar exist? For sure, there are"},{"speaker":"Tim Montague","startTime":496.41999999999996,"endTime":498.76,"body":"some people that are going to"},{"speaker":"Tim Montague","startTime":496.41999999999996,"endTime":498.76,"body":"get solar, whether or not"},{"speaker":"Tim Montague","startTime":498.76,"endTime":503.5,"body":"there's a tax credit, it will"},{"speaker":"Tim Montague","startTime":498.76,"endTime":503.5,"body":"reduce their power bill. It just"},{"speaker":"Tim Montague","startTime":503.5,"endTime":506.79999999999995,"body":"won't have as quick a payback"},{"speaker":"Tim Montague","startTime":503.5,"endTime":506.79999999999995,"body":"period. And the states have"},{"speaker":"Tim Montague","startTime":506.79999999999995,"endTime":510.96000000000004,"body":"levers too, John that they can"},{"speaker":"Tim Montague","startTime":506.79999999999995,"endTime":510.96000000000004,"body":"pull. And I interviewed Doug"},{"speaker":"Tim Montague","startTime":510.96000000000004,"endTime":514.44,"body":"Scott, who's the Chair of the"},{"speaker":"Tim Montague","startTime":510.96000000000004,"endTime":514.44,"body":"ICC, that's our PUC here in"},{"speaker":"Tim Montague","startTime":514.44,"endTime":520.5,"body":"Illinois. And we talked about"},{"speaker":"Tim Montague","startTime":514.44,"endTime":520.5,"body":"this, and Doug reiterated"},{"speaker":"Tim Montague","startTime":520.5,"endTime":523.62,"body":"something else that you"},{"speaker":"Tim Montague","startTime":520.5,"endTime":523.62,"body":"referenced, and that is that"},{"speaker":"Tim Montague","startTime":523.74,"endTime":528.18,"body":"some of these large data center"},{"speaker":"Tim Montague","startTime":523.74,"endTime":528.18,"body":"projects have multiple"},{"speaker":"Tim Montague","startTime":528.18,"endTime":532.58,"body":"applications in because they're"},{"speaker":"Tim Montague","startTime":528.18,"endTime":532.58,"body":"not 100% cited in a specific"},{"speaker":"Tim Montague","startTime":532.58,"endTime":535.88,"body":"location. They're they're trying"},{"speaker":"Tim Montague","startTime":532.58,"endTime":535.88,"body":"to figure out where they going"},{"speaker":"Tim Montague","startTime":535.88,"endTime":541.4,"body":"to go to, just like solar farms"},{"speaker":"Tim Montague","startTime":535.88,"endTime":541.4,"body":"do, and so there's a lot more"},{"speaker":"Tim Montague","startTime":541.58,"endTime":545.42,"body":"congestion in the queue than is"},{"speaker":"Tim Montague","startTime":541.58,"endTime":545.42,"body":"actually going to get built."},{"speaker":"Tim Montague","startTime":545.72,"endTime":549.5,"body":"But, but the levers that the"},{"speaker":"Tim Montague","startTime":545.72,"endTime":549.5,"body":"states have are very important."},{"speaker":"Tim Montague","startTime":550.16,"endTime":554.32,"body":"Illinois, I think there was a"},{"speaker":"Tim Montague","startTime":550.16,"endTime":554.32,"body":"story in PB magazine about the"},{"speaker":"Tim Montague","startTime":554.32,"endTime":556.96,"body":"Midwest solar Expo. Check that"},{"speaker":"Tim Montague","startTime":554.32,"endTime":556.96,"body":"out. It's not on our docket,"},{"speaker":"Tim Montague","startTime":556.96,"endTime":561.28,"body":"but, but it called Illinois a"},{"speaker":"Tim Montague","startTime":556.96,"endTime":561.28,"body":"top seven state. I call Illinois"},{"speaker":"Tim Montague","startTime":561.28,"endTime":565.9599999999999,"body":"top 10 state. It's a top"},{"speaker":"Tim Montague","startTime":561.28,"endTime":565.9599999999999,"body":"community solar state the there"},{"speaker":"Tim Montague","startTime":567.8199999999999,"endTime":572.3399999999999,"body":"was just a report out from ilsr,"},{"speaker":"Tim Montague","startTime":567.8199999999999,"endTime":572.3399999999999,"body":"the Institute for local Self"},{"speaker":"Tim Montague","startTime":572.3399999999999,"endTime":576.78,"body":"Reliance out of Minnesota that"},{"speaker":"Tim Montague","startTime":572.3399999999999,"endTime":576.78,"body":"ranked Illinois number one in"},{"speaker":"Tim Montague","startTime":576.78,"endTime":579.72,"body":"community solar nationally. We"},{"speaker":"Tim Montague","startTime":576.78,"endTime":579.72,"body":"were the only state that got a"},{"speaker":"Tim Montague","startTime":579.72,"endTime":584.88,"body":"B. No state got an A. It's an"},{"speaker":"Tim Montague","startTime":579.72,"endTime":584.88,"body":"ABCD. There were several BS,"},{"speaker":"Tim Montague","startTime":636.75,"endTime":639.1499999999999,"body":"including New York and"},{"speaker":"Tim Montague","startTime":636.75,"endTime":639.1499999999999,"body":"Massachusetts, and then there"},{"speaker":"Tim Montague","startTime":639.1499999999999,"endTime":644.3299999999999,"body":"were a bunch of Cs and Ds, but,"},{"speaker":"Tim Montague","startTime":639.1499999999999,"endTime":644.3299999999999,"body":"um, but for larger solar,"},{"speaker":"Tim Montague","startTime":644.3299999999999,"endTime":647.69,"body":"including community solar, for"},{"speaker":"Tim Montague","startTime":644.3299999999999,"endTime":647.69,"body":"sure, there's there's growth"},{"speaker":"Tim Montague","startTime":647.69,"endTime":653.9300000000001,"body":"ahead, and there may be"},{"speaker":"Tim Montague","startTime":647.69,"endTime":653.9300000000001,"body":"consolidation, of course, but"},{"speaker":"Tim Montague","startTime":653.99,"endTime":658.31,"body":"it's like we think of us on a"},{"speaker":"Tim Montague","startTime":653.99,"endTime":658.31,"body":"diet. Okay, we're going to lose"},{"speaker":"Tim Montague","startTime":658.31,"endTime":663.01,"body":"some fat and gain some muscle,"},{"speaker":"Tim Montague","startTime":658.31,"endTime":663.01,"body":"and we'll be stronger and"},{"speaker":"Tim Montague","startTime":663.01,"endTime":668.47,"body":"better, and we are going to"},{"speaker":"Tim Montague","startTime":663.01,"endTime":668.47,"body":"continue to grow a green grid,"},{"speaker":"Tim Montague","startTime":668.77,"endTime":671.3499999999999,"body":"and we're going to 10x the"},{"speaker":"Tim Montague","startTime":668.77,"endTime":671.3499999999999,"body":"amount of solar on the grid in"},{"speaker":"Tim Montague","startTime":671.3499999999999,"endTime":676.75,"body":"the United States, people. So"},{"speaker":"Tim Montague","startTime":671.3499999999999,"endTime":676.75,"body":"buckle up and get serious right."},{"speaker":"Tim Montague","startTime":676.75,"endTime":680.77,"body":"Start developing projects. Don't"},{"speaker":"Tim Montague","startTime":676.75,"endTime":680.77,"body":"run, don't be don't be afraid."},{"speaker":"Tim Montague","startTime":680.77,"endTime":684.1499999999999,"body":"Don't get distracted by the"},{"speaker":"Tim Montague","startTime":680.77,"endTime":684.1499999999999,"body":"noise. This is a good time to"},{"speaker":"Tim Montague","startTime":684.1499999999999,"endTime":684.8699999999999,"body":"double down if"},{"speaker":"John Weaver","startTime":687.3899999999999,"endTime":689.73,"body":"you're going to"},{"speaker":"John Weaver","startTime":687.3899999999999,"endTime":689.73,"body":"take that risk. I mean, using"},{"speaker":"John Weaver","startTime":689.73,"endTime":694.5899999999999,"body":"the word double down insinuates"},{"speaker":"John Weaver","startTime":689.73,"endTime":694.5899999999999,"body":"a risk. And there's risk in"},{"speaker":"John Weaver","startTime":694.5899999999999,"endTime":697.6499999999999,"body":"everything, yeah. And so this,"},{"speaker":"John Weaver","startTime":694.5899999999999,"endTime":697.6499999999999,"body":"if you're going to take that"},{"speaker":"John Weaver","startTime":697.6499999999999,"endTime":700.53,"body":"risk and double down, this is"},{"speaker":"John Weaver","startTime":697.6499999999999,"endTime":700.53,"body":"that moment where a lot of"},{"speaker":"John Weaver","startTime":700.53,"endTime":703.49,"body":"people are, you know, I got"},{"speaker":"John Weaver","startTime":700.53,"endTime":703.49,"body":"email. Else. Tim, very"},{"speaker":"John Weaver","startTime":703.49,"endTime":706.6700000000001,"body":"interesting for the first time,"},{"speaker":"John Weaver","startTime":703.49,"endTime":706.6700000000001,"body":"with people wanting to sell"},{"speaker":"John Weaver","startTime":707.1499999999999,"endTime":713.45,"body":"assets that they've developed"},{"speaker":"John Weaver","startTime":707.1499999999999,"endTime":713.45,"body":"after 2028 so if you are someone"},{"speaker":"John Weaver","startTime":713.45,"endTime":717.77,"body":"with a long vision, they're"},{"speaker":"John Weaver","startTime":713.45,"endTime":717.77,"body":"going to be assets that may be"},{"speaker":"John Weaver","startTime":717.8299999999999,"endTime":724.0899999999999,"body":"valuable post ITC, and that"},{"speaker":"John Weaver","startTime":717.8299999999999,"endTime":724.0899999999999,"body":"represents change. That"},{"speaker":"John Weaver","startTime":724.0899999999999,"endTime":727.3299999999999,"body":"represents people thinking about"},{"speaker":"John Weaver","startTime":724.0899999999999,"endTime":727.3299999999999,"body":"how this is going to evolve. And"},{"speaker":"John Weaver","startTime":727.3299999999999,"endTime":728.1099999999999,"body":"maybe those asset"},{"speaker":"Tim Montague","startTime":728.47,"endTime":731.05,"body":"are they assets"},{"speaker":"Tim Montague","startTime":728.47,"endTime":731.05,"body":"that have already reached cod or"},{"speaker":"Tim Montague","startTime":731.05,"endTime":732.31,"body":"not? No, no CO,"},{"speaker":"John Weaver","startTime":732.6700000000001,"endTime":736.5699999999999,"body":"the two emails I've"},{"speaker":"John Weaver","startTime":732.6700000000001,"endTime":736.5699999999999,"body":"seen, they had co proposed cod"},{"speaker":"John Weaver","startTime":736.6299999999999,"endTime":741.73,"body":"of 2029, both of those. And so"},{"speaker":"John Weaver","startTime":736.6299999999999,"endTime":741.73,"body":"this is an evolving moment where"},{"speaker":"John Weaver","startTime":741.73,"endTime":744.6299999999999,"body":"people are making judgment"},{"speaker":"John Weaver","startTime":741.73,"endTime":744.6299999999999,"body":"calls, yeah, and if a lot of"},{"speaker":"John Weaver","startTime":744.6299999999999,"endTime":747.75,"body":"people run, I guess this is that"},{"speaker":"John Weaver","startTime":744.6299999999999,"endTime":747.75,"body":"moment when, uh, Warren Buffett"},{"speaker":"John Weaver","startTime":747.75,"endTime":751.3499999999999,"body":"said, when everybody else is"},{"speaker":"John Weaver","startTime":747.75,"endTime":751.3499999999999,"body":"scared, don't be, when everybody"},{"speaker":"John Weaver","startTime":751.3499999999999,"endTime":755.97,"body":"else is greedy, don't be. And,"},{"speaker":"John Weaver","startTime":751.3499999999999,"endTime":755.97,"body":"you know, if everybody else is"},{"speaker":"John Weaver","startTime":755.97,"endTime":761.01,"body":"scared, right now, maybe it's a"},{"speaker":"John Weaver","startTime":755.97,"endTime":761.01,"body":"time to settle yourself, focus,"},{"speaker":"John Weaver","startTime":761.01,"endTime":765.4100000000001,"body":"double down and, you know, be in"},{"speaker":"John Weaver","startTime":761.01,"endTime":765.4100000000001,"body":"it. If this is your career, be"},{"speaker":"John Weaver","startTime":765.4100000000001,"endTime":768.47,"body":"in it and go, because this is"},{"speaker":"John Weaver","startTime":765.4100000000001,"endTime":768.47,"body":"that, this might be that moment."},{"speaker":"John Weaver","startTime":768.6499999999999,"endTime":769.49,"body":"So, yeah,"},{"speaker":"Tim Montague","startTime":771.4100000000001,"endTime":773.21,"body":"do you want to"},{"speaker":"Tim Montague","startTime":771.4100000000001,"endTime":773.21,"body":"talk about your project of the"},{"speaker":"Tim Montague","startTime":773.21,"endTime":773.45,"body":"week?"},{"speaker":"John Weaver","startTime":774.1099999999999,"endTime":777.1700000000001,"body":"Sure. Okay, talk"},{"speaker":"John Weaver","startTime":774.1099999999999,"endTime":777.1700000000001,"body":"with a nice, little, cute en"},{"speaker":"John Weaver","startTime":777.1700000000001,"endTime":781.01,"body":"phase system that we built. I"},{"speaker":"John Weaver","startTime":777.1700000000001,"endTime":781.01,"body":"was very happy about it. It was"},{"speaker":"John Weaver","startTime":781.01,"endTime":785.77,"body":"just clean and nice. So this is"},{"speaker":"John Weaver","startTime":781.01,"endTime":785.77,"body":"our new residential company."},{"speaker":"John Weaver","startTime":787.03,"endTime":789.73,"body":"That's not our new residential"},{"speaker":"John Weaver","startTime":787.03,"endTime":789.73,"body":"company. This is whaling city"},{"speaker":"John Weaver","startTime":789.73,"endTime":792.9100000000001,"body":"solar. Us working through"},{"speaker":"John Weaver","startTime":789.73,"endTime":792.9100000000001,"body":"things. I was very happy with"},{"speaker":"John Weaver","startTime":792.9100000000001,"endTime":797.6499999999999,"body":"the quality of this install. The"},{"speaker":"John Weaver","startTime":792.9100000000001,"endTime":797.6499999999999,"body":"roof was a little older than we"},{"speaker":"John Weaver","startTime":797.6499999999999,"endTime":800.71,"body":"were happy with, but the"},{"speaker":"John Weaver","startTime":797.6499999999999,"endTime":800.71,"body":"customer wanted it on his roof,"},{"speaker":"John Weaver","startTime":800.71,"endTime":805.23,"body":"and he believes in the length of"},{"speaker":"John Weaver","startTime":800.71,"endTime":805.23,"body":"it. I like, I've been working"},{"speaker":"John Weaver","startTime":805.23,"endTime":808.53,"body":"with these envoys. So the box on"},{"speaker":"John Weaver","startTime":805.23,"endTime":808.53,"body":"the right, the end phase box to"},{"speaker":"John Weaver","startTime":808.53,"endTime":811.95,"body":"the far right, is an in phase"},{"speaker":"John Weaver","startTime":808.53,"endTime":811.95,"body":"envoy. That's their kind of"},{"speaker":"John Weaver","startTime":811.95,"endTime":815.31,"body":"control system. It's funny, they"},{"speaker":"John Weaver","startTime":811.95,"endTime":815.31,"body":"say they, you know, they have"},{"speaker":"John Weaver","startTime":815.31,"endTime":817.95,"body":"micro inverters that are on each"},{"speaker":"John Weaver","startTime":815.31,"endTime":817.95,"body":"module, but then they still have"},{"speaker":"John Weaver","startTime":817.95,"endTime":821.73,"body":"another big box that's almost"},{"speaker":"John Weaver","startTime":817.95,"endTime":821.73,"body":"the size of an inverter. It is"},{"speaker":"John Weaver","startTime":821.73,"endTime":824.99,"body":"that you got to put down there."},{"speaker":"John Weaver","startTime":821.73,"endTime":824.99,"body":"Yeah, so whatever, such is life,"},{"speaker":"John Weaver","startTime":824.99,"endTime":827.8699999999999,"body":"but that's the envoy, and the"},{"speaker":"John Weaver","startTime":824.99,"endTime":827.8699999999999,"body":"envoy is nice, though. It allows"},{"speaker":"John Weaver","startTime":827.8699999999999,"endTime":832.55,"body":"you a control system, and within"},{"speaker":"John Weaver","startTime":827.8699999999999,"endTime":832.55,"body":"that, I can limit the output of"},{"speaker":"John Weaver","startTime":832.55,"endTime":836.6299999999999,"body":"a system. So for instance, we"},{"speaker":"John Weaver","startTime":832.55,"endTime":836.6299999999999,"body":"have a few residential projects"},{"speaker":"John Weaver","startTime":836.8699999999999,"endTime":839.69,"body":"that have a grid interconnection"},{"speaker":"John Weaver","startTime":836.8699999999999,"endTime":839.69,"body":"limitation. However, the"},{"speaker":"John Weaver","startTime":839.69,"endTime":843.3699999999999,"body":"customer's electricity demand is"},{"speaker":"John Weaver","startTime":839.69,"endTime":843.3699999999999,"body":"double, and they have batteries,"},{"speaker":"John Weaver","startTime":843.3699999999999,"endTime":846.3699999999999,"body":"and they have this, and they"},{"speaker":"John Weaver","startTime":843.3699999999999,"endTime":846.3699999999999,"body":"have this. So we recently"},{"speaker":"John Weaver","startTime":846.3699999999999,"endTime":851.8899999999999,"body":"submitted for 20 kW project,"},{"speaker":"John Weaver","startTime":846.3699999999999,"endTime":851.8899999999999,"body":"18.9 actually. And the grid"},{"speaker":"John Weaver","startTime":851.8899999999999,"endTime":858.97,"body":"limitation is 13.05 kilowatts of"},{"speaker":"John Weaver","startTime":851.8899999999999,"endTime":858.97,"body":"solar output max. So using the"},{"speaker":"John Weaver","startTime":858.97,"endTime":863.9100000000001,"body":"PSC, the control system that's"},{"speaker":"John Weaver","startTime":858.97,"endTime":863.9100000000001,"body":"within the end phase, we were"},{"speaker":"John Weaver","startTime":863.97,"endTime":871.53,"body":"able to D rate the maximum"},{"speaker":"John Weaver","startTime":863.97,"endTime":871.53,"body":"output. And then that means no"},{"speaker":"John Weaver","startTime":871.6499999999999,"endTime":875.25,"body":"transformer upgrades, no this,"},{"speaker":"John Weaver","startTime":871.6499999999999,"endTime":875.25,"body":"no that. And we're using"},{"speaker":"John Weaver","startTime":875.25,"endTime":878.49,"body":"batteries to capture clipping"},{"speaker":"John Weaver","startTime":875.25,"endTime":878.49,"body":"feed it back into the house"},{"speaker":"John Weaver","startTime":878.49,"endTime":882.51,"body":"after the sun goes down. And so"},{"speaker":"John Weaver","startTime":878.49,"endTime":882.51,"body":"it's kind of, you know, just"},{"speaker":"John Weaver","startTime":882.51,"endTime":885.1099999999999,"body":"kind of nice. And then if you go"},{"speaker":"John Weaver","startTime":882.51,"endTime":885.1099999999999,"body":"through these couple of images,"},{"speaker":"John Weaver","startTime":885.3499999999999,"endTime":888.3499999999999,"body":"there's just a nice clean I like"},{"speaker":"John Weaver","startTime":885.3499999999999,"endTime":888.3499999999999,"body":"to I took the picture of the"},{"speaker":"John Weaver","startTime":888.3499999999999,"endTime":891.1700000000001,"body":"grounding just because I like"},{"speaker":"John Weaver","startTime":888.3499999999999,"endTime":891.1700000000001,"body":"the look of the nice grounding"},{"speaker":"John Weaver","startTime":893.69,"endTime":897.23,"body":"that is this is going to be"},{"speaker":"John Weaver","startTime":893.69,"endTime":897.23,"body":"snapping rack,"},{"speaker":"Tim Montague","startTime":898.25,"endTime":900.1700000000001,"body":"hey, I guess,"},{"speaker":"Tim Montague","startTime":898.25,"endTime":900.1700000000001,"body":"right. Yeah, yeah."},{"speaker":"John Weaver","startTime":900.1700000000001,"endTime":904.51,"body":"I like their so"},{"speaker":"John Weaver","startTime":900.1700000000001,"endTime":904.51,"body":"this is a nice splice between"},{"speaker":"John Weaver","startTime":904.51,"endTime":908.29,"body":"two rails to keep the grounding,"},{"speaker":"John Weaver","startTime":904.51,"endTime":908.29,"body":"those little gold colored clips"},{"speaker":"John Weaver","startTime":908.29,"endTime":913.99,"body":"for the grounding. And it's just"},{"speaker":"John Weaver","startTime":908.29,"endTime":913.99,"body":"a nice, clean, simple little"},{"speaker":"John Weaver","startTime":914.05,"endTime":917.3499999999999,"body":"project. Oh yeah, I took this."},{"speaker":"John Weaver","startTime":914.05,"endTime":917.3499999999999,"body":"We took this picture because I"},{"speaker":"John Weaver","startTime":917.3499999999999,"endTime":921.25,"body":"liked this is a heat pump. The"},{"speaker":"John Weaver","startTime":917.3499999999999,"endTime":921.25,"body":"white plastic, they have a heat"},{"speaker":"John Weaver","startTime":921.25,"endTime":924.27,"body":"pump down below, and that's the"},{"speaker":"John Weaver","startTime":921.25,"endTime":924.27,"body":"path of the heat pump. I love"},{"speaker":"John Weaver","startTime":924.27,"endTime":927.9300000000001,"body":"that. We snuck our conduit,"},{"speaker":"John Weaver","startTime":924.27,"endTime":927.9300000000001,"body":"tucked it in right next to it,"},{"speaker":"John Weaver","startTime":928.05,"endTime":929.9100000000001,"body":"kind of kept it clean."},{"speaker":"Tim Montague","startTime":931.23,"endTime":932.25,"body":"Good, clean look."},{"speaker":"Tim Montague","startTime":931.23,"endTime":932.25,"body":"Yeah,"},{"speaker":"John Weaver","startTime":932.73,"endTime":934.71,"body":"yeah. It's just a"},{"speaker":"John Weaver","startTime":932.73,"endTime":934.71,"body":"nice little and if you scroll"},{"speaker":"John Weaver","startTime":934.71,"endTime":938.97,"body":"down a tiny bit, there's a"},{"speaker":"John Weaver","startTime":934.71,"endTime":938.97,"body":"couple other images, yeah. So"},{"speaker":"John Weaver","startTime":938.97,"endTime":943.25,"body":"some seg modules, decent price."},{"speaker":"John Weaver","startTime":938.97,"endTime":943.25,"body":"That's what the customer wanted"},{"speaker":"John Weaver","startTime":943.79,"endTime":948.95,"body":"a little junction box on the"},{"speaker":"John Weaver","startTime":943.79,"endTime":948.95,"body":"roof the snap and rack product."},{"speaker":"John Weaver","startTime":948.95,"endTime":953.3899999999999,"body":"I like how it has space to put"},{"speaker":"John Weaver","startTime":948.95,"endTime":953.3899999999999,"body":"the wiring inside of it. So our"},{"speaker":"John Weaver","startTime":953.45,"endTime":956.27,"body":"wire management is clean. So"},{"speaker":"John Weaver","startTime":953.45,"endTime":956.27,"body":"thank you. Snap and rack. Good"},{"speaker":"John Weaver","startTime":956.27,"endTime":956.8699999999999,"body":"product there."},{"speaker":"Tim Montague","startTime":957.4100000000001,"endTime":959.5699999999999,"body":"Yeah, I agree. I"},{"speaker":"Tim Montague","startTime":957.4100000000001,"endTime":959.5699999999999,"body":"like wire. Good wire,"},{"speaker":"Tim Montague","startTime":959.5699999999999,"endTime":960.95,"body":"integrated. Wire management"},{"speaker":"Unknown","startTime":960.95,"endTime":964.99,"body":"is key. Yes, wire"},{"speaker":"Unknown","startTime":960.95,"endTime":964.99,"body":"management is great. So modules"},{"speaker":"Tim Montague","startTime":964.99,"endTime":966.9100000000001,"body":"for these days,"},{"speaker":"Tim Montague","startTime":964.99,"endTime":966.9100000000001,"body":"John, I'm just curious, do you"},{"speaker":"Tim Montague","startTime":967.3899999999999,"endTime":968.1700000000001,"body":"know? Oh, it depends."},{"speaker":"John Weaver","startTime":968.1700000000001,"endTime":971.05,"body":"It ranges. It's"},{"speaker":"John Weaver","startTime":968.1700000000001,"endTime":971.05,"body":"been going up, uh, segs were in"},{"speaker":"John Weaver","startTime":971.05,"endTime":975.1299999999999,"body":"the lower 30 cent range. Um,"},{"speaker":"John Weaver","startTime":971.05,"endTime":975.1299999999999,"body":"then we have, like, say, Hyundai"},{"speaker":"John Weaver","startTime":975.25,"endTime":980.29,"body":"and Ginko that are in the upper"},{"speaker":"John Weaver","startTime":975.25,"endTime":980.29,"body":"30. Then we have, um, next level"},{"speaker":"John Weaver","startTime":980.29,"endTime":984.6299999999999,"body":"stuff that can be 3045, to 65"},{"speaker":"John Weaver","startTime":980.29,"endTime":984.6299999999999,"body":"you know, if you get the eight,"},{"speaker":"John Weaver","startTime":986.1299999999999,"endTime":988.53,"body":"just depending on the product,"},{"speaker":"John Weaver","startTime":986.1299999999999,"endTime":988.53,"body":"you know, if you're, if we're"},{"speaker":"John Weaver","startTime":988.53,"endTime":992.3699999999999,"body":"going with, like the Rex, the"},{"speaker":"John Weaver","startTime":988.53,"endTime":992.3699999999999,"body":"alpha pures, those, those can be"},{"speaker":"John Weaver","startTime":992.3699999999999,"endTime":995.49,"body":"a little more expensive, yeah."},{"speaker":"John Weaver","startTime":992.3699999999999,"endTime":995.49,"body":"But it varies. Like, for"},{"speaker":"John Weaver","startTime":995.49,"endTime":1001.9100000000001,"body":"instance, we had a warehouse"},{"speaker":"John Weaver","startTime":995.49,"endTime":1001.9100000000001,"body":"that was invaded, I guess, or"},{"speaker":"John Weaver","startTime":1002.27,"endTime":1006.01,"body":"two. Customs, and it was"},{"speaker":"John Weaver","startTime":1002.27,"endTime":1006.01,"body":"apparently unrelated to solar,"},{"speaker":"John Weaver","startTime":1006.31,"endTime":1010.27,"body":"but we lost access to our segs"},{"speaker":"John Weaver","startTime":1006.31,"endTime":1010.27,"body":"for two projects, and we"},{"speaker":"John Weaver","startTime":1010.27,"endTime":1013.45,"body":"switched to either Hyundais or"},{"speaker":"John Weaver","startTime":1010.27,"endTime":1013.45,"body":"jinkos, because that's what was"},{"speaker":"John Weaver","startTime":1013.45,"endTime":1016.0899999999999,"body":"available for, like the two week"},{"speaker":"John Weaver","startTime":1013.45,"endTime":1016.0899999999999,"body":"window, because we had a"},{"speaker":"John Weaver","startTime":1016.0899999999999,"endTime":1020.77,"body":"scheduled installation for two"},{"speaker":"John Weaver","startTime":1016.0899999999999,"endTime":1020.77,"body":"resi projects and no modules. So"},{"speaker":"Tim Montague","startTime":1020.8299999999999,"endTime":1023.19,"body":"it's your"},{"speaker":"Tim Montague","startTime":1020.8299999999999,"endTime":1023.19,"body":"warehouse was rated by ice or by"},{"speaker":"Tim Montague","startTime":1023.19,"endTime":1023.49,"body":"who?"},{"speaker":"John Weaver","startTime":1023.49,"endTime":1026.37,"body":"Customs, I was told"},{"speaker":"John Weaver","startTime":1023.49,"endTime":1026.37,"body":"customs. But I was also told it"},{"speaker":"John Weaver","startTime":1026.37,"endTime":1029.97,"body":"was unrelated to the solar"},{"speaker":"John Weaver","startTime":1026.37,"endTime":1029.97,"body":"modules. I was told the the"},{"speaker":"John Weaver","startTime":1030.09,"endTime":1032.85,"body":"warehouse raid, you know,"},{"speaker":"John Weaver","startTime":1030.09,"endTime":1032.85,"body":"someone else may have been"},{"speaker":"John Weaver","startTime":1032.85,"endTime":1035.61,"body":"selling something out of the"},{"speaker":"John Weaver","startTime":1032.85,"endTime":1035.61,"body":"warehouse. It wasn't solar"},{"speaker":"John Weaver","startTime":1035.61,"endTime":1039.03,"body":"panels. So project of the week,"},{"speaker":"John Weaver","startTime":1035.61,"endTime":1039.03,"body":"yeah,"},{"speaker":"Tim Montague","startTime":1039.09,"endTime":1041.79,"body":"cool. Thank you."},{"speaker":"Tim Montague","startTime":1039.09,"endTime":1041.79,"body":"We got a story here in energy"},{"speaker":"Tim Montague","startTime":1041.79,"endTime":1046.37,"body":"story, storage news, which is"},{"speaker":"Tim Montague","startTime":1041.79,"endTime":1046.37,"body":"the PV magazine? Is that the PV"},{"speaker":"John Weaver","startTime":1046.37,"endTime":1049.49,"body":"magazine? No, no."},{"speaker":"John Weaver","startTime":1046.37,"endTime":1049.49,"body":"This is No. This is competing."},{"speaker":"John Weaver","startTime":1049.55,"endTime":1050.3899999999999,"body":"This is energy"},{"speaker":"Tim Montague","startTime":1050.3899999999999,"endTime":1052.79,"body":"because their"},{"speaker":"Tim Montague","startTime":1050.3899999999999,"endTime":1052.79,"body":"name, this is dv tech. Their"},{"speaker":"Tim Montague","startTime":1052.79,"endTime":1055.07,"body":"name is also very similar,"},{"speaker":"Tim Montague","startTime":1052.79,"endTime":1055.07,"body":"right?"},{"speaker":"John Weaver","startTime":1055.19,"endTime":1060.23,"body":"Yeah. So PV mag"},{"speaker":"John Weaver","startTime":1055.19,"endTime":1060.23,"body":"went with ESS dash news, okay,"},{"speaker":"John Weaver","startTime":1060.29,"endTime":1065.41,"body":"their Energy Storage Desk news,"},{"speaker":"John Weaver","startTime":1060.29,"endTime":1065.41,"body":"but this is the PV tech battery"},{"speaker":"John Weaver","startTime":1065.59,"endTime":1066.37,"body":"arm. So,"},{"speaker":"Tim Montague","startTime":1066.43,"endTime":1070.03,"body":"okay, yeah. So"},{"speaker":"Tim Montague","startTime":1066.43,"endTime":1070.03,"body":"this story hythium, LG es begins"},{"speaker":"Tim Montague","startTime":1070.03,"endTime":1074.11,"body":"US manufacturing of dedicated"},{"speaker":"Tim Montague","startTime":1070.03,"endTime":1074.11,"body":"battery storage projects. Heam"},{"speaker":"Tim Montague","startTime":1074.11,"endTime":1075.1299999999999,"body":"is a joint venture."},{"speaker":"John Weaver","startTime":1076.03,"endTime":1078.7900000000002,"body":"Hithem is actually,"},{"speaker":"John Weaver","startTime":1076.03,"endTime":1078.7900000000002,"body":"no, it's Chinese manufacturer."},{"speaker":"John Weaver","startTime":1078.7900000000002,"endTime":1082.45,"body":"There's they're a really big"},{"speaker":"John Weaver","startTime":1078.7900000000002,"endTime":1082.45,"body":"company, okay, um, the new thing"},{"speaker":"John Weaver","startTime":1082.45,"endTime":1086.6100000000001,"body":"they're doing here, though, is a"},{"speaker":"John Weaver","startTime":1082.45,"endTime":1086.6100000000001,"body":"joint venture with LG and"},{"speaker":"Tim Montague","startTime":1086.8500000000001,"endTime":1089.5500000000002,"body":"10 gigawatt hour"},{"speaker":"Tim Montague","startTime":1086.8500000000001,"endTime":1089.5500000000002,"body":"battery module and system"},{"speaker":"Tim Montague","startTime":1089.5500000000002,"endTime":1091.23,"body":"factory in Texas."},{"speaker":"John Weaver","startTime":1091.47,"endTime":1093.93,"body":"Yes. So I think"},{"speaker":"John Weaver","startTime":1091.47,"endTime":1093.93,"body":"it's five gigawatts, each five"},{"speaker":"John Weaver","startTime":1093.93,"endTime":1099.0900000000001,"body":"gigawatts for modules, and five,"},{"speaker":"John Weaver","startTime":1093.93,"endTime":1099.0900000000001,"body":"five gigawatts for completed"},{"speaker":"John Weaver","startTime":1099.0900000000001,"endTime":1102.75,"body":"systems. So I think it's a, it's"},{"speaker":"John Weaver","startTime":1099.0900000000001,"endTime":1102.75,"body":"really a five gigawatt plan."},{"speaker":"John Weaver","startTime":1103.0500000000002,"endTime":1105.23,"body":"What I really thought was"},{"speaker":"John Weaver","startTime":1103.0500000000002,"endTime":1105.23,"body":"interesting about this, and the"},{"speaker":"John Weaver","startTime":1105.23,"endTime":1108.3500000000001,"body":"reason I brought it up is that,"},{"speaker":"John Weaver","startTime":1105.23,"endTime":1108.3500000000001,"body":"first off, they're expecting it"},{"speaker":"John Weaver","startTime":1108.3500000000001,"endTime":1113.0900000000001,"body":"to be finished and completed"},{"speaker":"John Weaver","startTime":1108.3500000000001,"endTime":1113.0900000000001,"body":"this year. And if this building"},{"speaker":"John Weaver","startTime":1113.27,"endTime":1119.63,"body":"is able to output five gigawatt"},{"speaker":"John Weaver","startTime":1113.27,"endTime":1119.63,"body":"hours a year of battery storage"},{"speaker":"John Weaver","startTime":1119.69,"endTime":1125.47,"body":"systems, so full on systems,"},{"speaker":"John Weaver","startTime":1119.69,"endTime":1125.47,"body":"yeah, roughly this year, I think"},{"speaker":"John Weaver","startTime":1125.71,"endTime":1130.27,"body":"we're estimating 45 to 55"},{"speaker":"John Weaver","startTime":1125.71,"endTime":1130.27,"body":"gigawatt hours of capacity to be"},{"speaker":"John Weaver","startTime":1130.33,"endTime":1136.8700000000001,"body":"deployed. So this one facility"},{"speaker":"John Weaver","startTime":1130.33,"endTime":1136.8700000000001,"body":"could knock out 10% of US"},{"speaker":"John Weaver","startTime":1136.8700000000001,"endTime":1141.55,"body":"demand. And I think that's"},{"speaker":"John Weaver","startTime":1136.8700000000001,"endTime":1141.55,"body":"pretty sweet. I would also"},{"speaker":"John Weaver","startTime":1141.55,"endTime":1146.6100000000001,"body":"though estimate that that 10%"},{"speaker":"John Weaver","startTime":1141.55,"endTime":1146.6100000000001,"body":"number, it's going to go down,"},{"speaker":"John Weaver","startTime":1147.21,"endTime":1150.63,"body":"because our capacity that we're"},{"speaker":"John Weaver","startTime":1147.21,"endTime":1150.63,"body":"going to install is going to go"},{"speaker":"John Weaver","startTime":1150.63,"endTime":1154.29,"body":"up. So while it may be 10% that"},{"speaker":"John Weaver","startTime":1150.63,"endTime":1154.29,"body":"we need this year, next year,"},{"speaker":"John Weaver","startTime":1154.29,"endTime":1157.77,"body":"it's only going to be 8% and"},{"speaker":"John Weaver","startTime":1154.29,"endTime":1157.77,"body":"then the year after that, it's"},{"speaker":"John Weaver","startTime":1157.77,"endTime":1161.25,"body":"going to be 7% but for now, this"},{"speaker":"John Weaver","startTime":1157.77,"endTime":1161.25,"body":"factory turns out, at the end of"},{"speaker":"John Weaver","startTime":1161.25,"endTime":1164.33,"body":"the year, it's pretty awesome."},{"speaker":"John Weaver","startTime":1161.25,"endTime":1164.33,"body":"It's gonna be a big facility."},{"speaker":"John Weaver","startTime":1164.45,"endTime":1170.03,"body":"Now, hit them, being a Chinese"},{"speaker":"John Weaver","startTime":1164.45,"endTime":1170.03,"body":"manufacturer, yeah, it might"},{"speaker":"John Weaver","startTime":1170.03,"endTime":1174.1100000000001,"body":"cause an issue, because we have"},{"speaker":"John Weaver","startTime":1170.03,"endTime":1174.1100000000001,"body":"a lot of challenges going on"},{"speaker":"John Weaver","startTime":1174.71,"endTime":1180.41,"body":"and, and I don't know, I don't"},{"speaker":"John Weaver","startTime":1174.71,"endTime":1180.41,"body":"know what that means, but so I"},{"speaker":"John Weaver","startTime":1180.41,"endTime":1184.09,"body":"hope we don't lose them or, or"},{"speaker":"John Weaver","startTime":1180.41,"endTime":1184.09,"body":"maybe they build the factory,"},{"speaker":"John Weaver","startTime":1184.09,"endTime":1189.31,"body":"then they flip it to a US"},{"speaker":"John Weaver","startTime":1184.09,"endTime":1189.31,"body":"investor or something. But I"},{"speaker":"John Weaver","startTime":1189.31,"endTime":1190.99,"body":"hope we don't lose it this"},{"speaker":"John Weaver","startTime":1189.31,"endTime":1190.99,"body":"factory"},{"speaker":"Tim Montague","startTime":1190.99,"endTime":1194.17,"body":"China's on the"},{"speaker":"Tim Montague","startTime":1190.99,"endTime":1194.17,"body":"short list of countries that"},{"speaker":"Tim Montague","startTime":1194.65,"endTime":1202.65,"body":"that the big, beautiful bill is"},{"speaker":"Tim Montague","startTime":1194.65,"endTime":1202.65,"body":"trying to hurt. Yes, we could"},{"speaker":"Tim Montague","startTime":1202.65,"endTime":1209.91,"body":"say, but, but, you know, yeah,"},{"speaker":"Tim Montague","startTime":1202.65,"endTime":1209.91,"body":"so I like it big factory. I just"},{"speaker":"Tim Montague","startTime":1209.91,"endTime":1215.91,"body":"think if you want manufacturing"},{"speaker":"Tim Montague","startTime":1209.91,"endTime":1215.91,"body":"in the US, you have to lean into"},{"speaker":"Tim Montague","startTime":1216.27,"endTime":1219.21,"body":"the energy transition, because"},{"speaker":"Tim Montague","startTime":1216.27,"endTime":1219.21,"body":"that's a big part of the the"},{"speaker":"Tim Montague","startTime":1219.21,"endTime":1223.13,"body":"opportunity. Batteries for"},{"speaker":"Tim Montague","startTime":1219.21,"endTime":1223.13,"body":"stationary, batteries for cars,"},{"speaker":"Tim Montague","startTime":1223.55,"endTime":1229.67,"body":"solar panels for rooftop, for"},{"speaker":"Tim Montague","startTime":1223.55,"endTime":1229.67,"body":"utility, obviously. And what"},{"speaker":"Tim Montague","startTime":1229.67,"endTime":1232.91,"body":"other segment of our global"},{"speaker":"Tim Montague","startTime":1229.67,"endTime":1232.91,"body":"economy is growing as fast?"},{"speaker":"Tim Montague","startTime":1232.91,"endTime":1237.71,"body":"Okay, AI data centers. But it's"},{"speaker":"Tim Montague","startTime":1232.91,"endTime":1237.71,"body":"that. It's that and that. And"},{"speaker":"Tim Montague","startTime":1237.95,"endTime":1240.59,"body":"what else? What else are we"},{"speaker":"Tim Montague","startTime":1237.95,"endTime":1240.59,"body":"going to make in America? John"},{"speaker":"Tim Montague","startTime":1240.59,"endTime":1243.67,"body":"like we're not going back to"},{"speaker":"Tim Montague","startTime":1240.59,"endTime":1243.67,"body":"clothing manufacturer or"},{"speaker":"Tim Montague","startTime":1243.8500000000001,"endTime":1249.13,"body":"furniture manufacturer, or, you"},{"speaker":"Tim Montague","startTime":1243.8500000000001,"endTime":1249.13,"body":"know, so many things in our"},{"speaker":"Tim Montague","startTime":1249.13,"endTime":1255.25,"body":"lives, right? We just cannot be"},{"speaker":"Tim Montague","startTime":1249.13,"endTime":1255.25,"body":"competitive. Tech, high tech"},{"speaker":"Tim Montague","startTime":1255.25,"endTime":1258.43,"body":"manufacturing, I think, is where"},{"speaker":"Tim Montague","startTime":1255.25,"endTime":1258.43,"body":"it's at, right? Yep."},{"speaker":"John Weaver","startTime":1259.63,"endTime":1262.51,"body":"So, yeah. I mean"},{"speaker":"John Weaver","startTime":1259.63,"endTime":1262.51,"body":"China, other places around the"},{"speaker":"John Weaver","startTime":1262.51,"endTime":1267.15,"body":"world, they look at this"},{"speaker":"John Weaver","startTime":1262.51,"endTime":1267.15,"body":"industry as now as a thing to do"},{"speaker":"John Weaver","startTime":1267.45,"endTime":1274.1100000000001,"body":"to boost their economy. Like"},{"speaker":"John Weaver","startTime":1267.45,"endTime":1274.1100000000001,"body":"China looks at renewables not"},{"speaker":"John Weaver","startTime":1274.1100000000001,"endTime":1278.07,"body":"only as a thing they have to do,"},{"speaker":"John Weaver","startTime":1274.1100000000001,"endTime":1278.07,"body":"but to boost their economy,"},{"speaker":"John Weaver","startTime":1278.13,"endTime":1282.03,"body":"literally for the purpose of"},{"speaker":"John Weaver","startTime":1278.13,"endTime":1282.03,"body":"boosting the economy. So yeah,"},{"speaker":"Tim Montague","startTime":1283.3500000000001,"endTime":1285.41,"body":"you see right here"},{"speaker":"Tim Montague","startTime":1283.3500000000001,"endTime":1285.41,"body":"in this story, it's talking"},{"speaker":"Tim Montague","startTime":1285.41,"endTime":1288.3500000000001,"body":"about some of the gyrations that"},{"speaker":"Tim Montague","startTime":1285.41,"endTime":1288.3500000000001,"body":"the manufacturers are going"},{"speaker":"Tim Montague","startTime":1288.3500000000001,"endTime":1291.77,"body":"through. Yeah, LG had originally"},{"speaker":"Tim Montague","startTime":1288.3500000000001,"endTime":1291.77,"body":"planned to open a dedicated"},{"speaker":"Tim Montague","startTime":1291.77,"endTime":1296.57,"body":"factory in Arizona for LFP, but"},{"speaker":"Tim Montague","startTime":1291.77,"endTime":1296.57,"body":"instead opened up the to retool"},{"speaker":"Tim Montague","startTime":1296.63,"endTime":1300.23,"body":"production lines for EV"},{"speaker":"Tim Montague","startTime":1296.63,"endTime":1300.23,"body":"batteries at existing plants in"},{"speaker":"Tim Montague","startTime":1300.23,"endTime":1304.69,"body":"Michigan and a strategic."},{"speaker":"Tim Montague","startTime":1300.23,"endTime":1304.69,"body":"Rebalancing of production"},{"speaker":"Tim Montague","startTime":1304.69,"endTime":1311.3500000000001,"body":"capacity. So many gyrations, so"},{"speaker":"Tim Montague","startTime":1304.69,"endTime":1311.3500000000001,"body":"many gyrations. That's got to be"},{"speaker":"Tim Montague","startTime":1311.3500000000001,"endTime":1314.3500000000001,"body":"very painful for the"},{"speaker":"Tim Montague","startTime":1311.3500000000001,"endTime":1314.3500000000001,"body":"manufacturers. I feel bad for"},{"speaker":"Tim Montague","startTime":1314.3500000000001,"endTime":1320.23,"body":"them. I feel bad for anybody"},{"speaker":"Tim Montague","startTime":1314.3500000000001,"endTime":1320.23,"body":"impacted by the chaos. But these"},{"speaker":"Tim Montague","startTime":1320.23,"endTime":1322.89,"body":"manufacturers are investing"},{"speaker":"Tim Montague","startTime":1320.23,"endTime":1322.89,"body":"billions of dollars. What was"},{"speaker":"Tim Montague","startTime":1322.89,"endTime":1328.59,"body":"the figure SEIA put out like"},{"speaker":"Tim Montague","startTime":1322.89,"endTime":1328.59,"body":"$350 billion is at stake if we,"},{"speaker":"Tim Montague","startTime":1328.95,"endTime":1337.17,"body":"if we crush the IRA, right? That"},{"speaker":"Tim Montague","startTime":1328.95,"endTime":1337.17,"body":"means jobs, it means taxes, it"},{"speaker":"Tim Montague","startTime":1337.17,"endTime":1341.01,"body":"means the energy transition. I"},{"speaker":"Tim Montague","startTime":1337.17,"endTime":1341.01,"body":"mean supply chain. We had so"},{"speaker":"Tim Montague","startTime":1341.01,"endTime":1345.53,"body":"many supply chain woes, right"},{"speaker":"Tim Montague","startTime":1341.01,"endTime":1345.53,"body":"during COVID. Have we forgotten"},{"speaker":"Tim Montague","startTime":1345.53,"endTime":1349.07,"body":"John all of a sudden? Like that?"},{"speaker":"Tim Montague","startTime":1345.53,"endTime":1349.07,"body":"We actually want to make this"},{"speaker":"Tim Montague","startTime":1349.07,"endTime":1352.43,"body":"stuff on shore so that we don't"},{"speaker":"Tim Montague","startTime":1349.07,"endTime":1352.43,"body":"have to ship it across the"},{"speaker":"Tim Montague","startTime":1352.43,"endTime":1355.01,"body":"ocean. Somehow we forgot that."},{"speaker":"John Weaver","startTime":1356.93,"endTime":1359.81,"body":"Well, it's crazy. I"},{"speaker":"John Weaver","startTime":1356.93,"endTime":1359.81,"body":"mean, there's another little"},{"speaker":"John Weaver","startTime":1360.05,"endTime":1363.43,"body":"gorilla sitting on our"},{"speaker":"John Weaver","startTime":1360.05,"endTime":1363.43,"body":"shoulders, on our back right"},{"speaker":"John Weaver","startTime":1363.43,"endTime":1368.1100000000001,"body":"now, and the fact that we"},{"speaker":"John Weaver","startTime":1363.43,"endTime":1368.1100000000001,"body":"literally a war just kind of"},{"speaker":"John Weaver","startTime":1368.1100000000001,"endTime":1370.75,"body":"kicked off in the Middle East"},{"speaker":"John Weaver","startTime":1368.1100000000001,"endTime":1370.75,"body":"last night."},{"speaker":"Tim Montague","startTime":1371.47,"endTime":1376.69,"body":"Yes, it did."},{"speaker":"Tim Montague","startTime":1371.47,"endTime":1376.69,"body":"Israel bombed Iran. Iran, yeah."},{"speaker":"Tim Montague","startTime":1376.75,"endTime":1379.57,"body":"And so how do you think that"},{"speaker":"Tim Montague","startTime":1376.75,"endTime":1379.57,"body":"affects the energy industry?"},{"speaker":"John Weaver","startTime":1380.3500000000001,"endTime":1390.93,"body":"Ice oil shot up 10%"},{"speaker":"John Weaver","startTime":1380.3500000000001,"endTime":1390.93,"body":"maybe so supply chains. You"},{"speaker":"John Weaver","startTime":1390.93,"endTime":1394.83,"body":"know, how's China going to react"},{"speaker":"John Weaver","startTime":1390.93,"endTime":1394.83,"body":"to one of its close trading"},{"speaker":"John Weaver","startTime":1394.83,"endTime":1402.21,"body":"partners, a strategic partner,"},{"speaker":"John Weaver","startTime":1394.83,"endTime":1402.21,"body":"being attacked by Israel? You"},{"speaker":"John Weaver","startTime":1402.21,"endTime":1406.01,"body":"know, that's, that's, that's the"},{"speaker":"John Weaver","startTime":1402.21,"endTime":1406.01,"body":"thing. You know, China buys a"},{"speaker":"John Weaver","startTime":1406.01,"endTime":1410.33,"body":"lot of oil direct from Iran,"},{"speaker":"John Weaver","startTime":1406.01,"endTime":1410.33,"body":"because it benefits China,"},{"speaker":"John Weaver","startTime":1410.69,"endTime":1414.05,"body":"because they get cheap oil, and"},{"speaker":"John Weaver","startTime":1410.69,"endTime":1414.05,"body":"because it goes around sanctions"},{"speaker":"John Weaver","startTime":1414.77,"endTime":1420.1100000000001,"body":"and and that's a close partner."},{"speaker":"John Weaver","startTime":1414.77,"endTime":1420.1100000000001,"body":"And you know, Iran isn't within"},{"speaker":"John Weaver","startTime":1420.1100000000001,"endTime":1423.43,"body":"their sphere, not their direct"},{"speaker":"John Weaver","startTime":1420.1100000000001,"endTime":1423.43,"body":"sphere, but their close partner,"},{"speaker":"John Weaver","startTime":1423.91,"endTime":1429.43,"body":"and so I don't know, you know if"},{"speaker":"John Weaver","startTime":1423.91,"endTime":1429.43,"body":"it could affect supply chain,"},{"speaker":"John Weaver","startTime":1429.43,"endTime":1433.99,"body":"because we already had the"},{"speaker":"John Weaver","startTime":1429.43,"endTime":1433.99,"body":"Houthis, who are a direct group,"},{"speaker":"John Weaver","startTime":1433.99,"endTime":1436.33,"body":"who are supported by the"},{"speaker":"John Weaver","startTime":1433.99,"endTime":1436.33,"body":"Iranians, who are shooting"},{"speaker":"John Weaver","startTime":1436.51,"endTime":1442.39,"body":"missiles and drones across ships"},{"speaker":"John Weaver","startTime":1436.51,"endTime":1442.39,"body":"going into the Red Sea. And I"},{"speaker":"John Weaver","startTime":1442.39,"endTime":1448.77,"body":"know of a company who had solar"},{"speaker":"John Weaver","startTime":1442.39,"endTime":1448.77,"body":"modules on a shipping container"},{"speaker":"John Weaver","startTime":1449.55,"endTime":1453.27,"body":"that was shot at or struck or"},{"speaker":"John Weaver","startTime":1449.55,"endTime":1453.27,"body":"slowed, and they're like, Yeah,"},{"speaker":"John Weaver","startTime":1453.27,"endTime":1456.75,"body":"we had a one month, couple week"},{"speaker":"John Weaver","startTime":1453.27,"endTime":1456.75,"body":"slowdown because our modules"},{"speaker":"John Weaver","startTime":1456.93,"endTime":1460.59,"body":"couldn't go through the Red Sea"},{"speaker":"John Weaver","startTime":1456.93,"endTime":1460.59,"body":"or got stopped or something. So"},{"speaker":"John Weaver","startTime":1461.67,"endTime":1464.69,"body":"we're living within a complex"},{"speaker":"John Weaver","startTime":1461.67,"endTime":1464.69,"body":"world. There's a lot of people"},{"speaker":"John Weaver","startTime":1464.69,"endTime":1469.3700000000001,"body":"who are working very hard to"},{"speaker":"John Weaver","startTime":1464.69,"endTime":1469.3700000000001,"body":"work through these challenges as"},{"speaker":"John Weaver","startTime":1469.3700000000001,"endTime":1472.3700000000001,"body":"professions, professionals like"},{"speaker":"John Weaver","startTime":1469.3700000000001,"endTime":1472.3700000000001,"body":"shipping and getting things"},{"speaker":"John Weaver","startTime":1472.3700000000001,"endTime":1474.89,"body":"moved, because that's their job,"},{"speaker":"John Weaver","startTime":1472.3700000000001,"endTime":1474.89,"body":"and now they're pushing hard,"},{"speaker":"John Weaver","startTime":1475.31,"endTime":1477.89,"body":"but that's going to be upward"},{"speaker":"John Weaver","startTime":1475.31,"endTime":1477.89,"body":"pressure on pricing. You know,"},{"speaker":"John Weaver","startTime":1477.89,"endTime":1481.19,"body":"shipping container used to cost"},{"speaker":"John Weaver","startTime":1477.89,"endTime":1481.19,"body":"three grand, now it's going to"},{"speaker":"John Weaver","startTime":1481.19,"endTime":1482.77,"body":"cost 1015, grand."},{"speaker":"Tim Montague","startTime":1484.27,"endTime":1486.31,"body":"Shipping"},{"speaker":"Tim Montague","startTime":1484.27,"endTime":1486.31,"body":"Container, just a container, you"},{"speaker":"Tim Montague","startTime":1486.31,"endTime":1487.69,"body":"mean, or to"},{"speaker":"John Weaver","startTime":1488.05,"endTime":1491.17,"body":"move a container"},{"speaker":"John Weaver","startTime":1488.05,"endTime":1491.17,"body":"from China to the United States"},{"speaker":"John Weaver","startTime":1491.41,"endTime":1494.47,"body":"use cost three grand, irrelevant"},{"speaker":"John Weaver","startTime":1491.41,"endTime":1494.47,"body":"of what's in it. That's just"},{"speaker":"John Weaver","startTime":1494.47,"endTime":1498.19,"body":"cost of one container. Now"},{"speaker":"John Weaver","startTime":1494.47,"endTime":1498.19,"body":"they're double, triple, 5x you"},{"speaker":"John Weaver","startTime":1498.25,"endTime":1501.19,"body":"know, during COVID, they were"},{"speaker":"John Weaver","startTime":1498.25,"endTime":1501.19,"body":"over 10k per shipping container"},{"speaker":"John Weaver","startTime":1501.19,"endTime":1505.95,"body":"across the sea. So it's, we're"},{"speaker":"John Weaver","startTime":1501.19,"endTime":1505.95,"body":"gonna have, there's dynamics."},{"speaker":"John Weaver","startTime":1505.95,"endTime":1510.03,"body":"We're in the midst of it, the"},{"speaker":"John Weaver","startTime":1505.95,"endTime":1510.03,"body":"solar coaster coasters on, and"},{"speaker":"John Weaver","startTime":1510.39,"endTime":1513.21,"body":"we're in the energy industry,"},{"speaker":"John Weaver","startTime":1510.39,"endTime":1513.21,"body":"you know, we're, there's an"},{"speaker":"John Weaver","startTime":1513.21,"endTime":1516.45,"body":"energy war still going on in"},{"speaker":"John Weaver","startTime":1513.21,"endTime":1516.45,"body":"Europe, or at least the"},{"speaker":"John Weaver","startTime":1516.45,"endTime":1522.09,"body":"initiation, it was initiated as"},{"speaker":"John Weaver","startTime":1516.45,"endTime":1522.09,"body":"an energy war, uh, complex, you"},{"speaker":"John Weaver","startTime":1522.09,"endTime":1523.97,"body":"know, we got a lot going on. So"},{"speaker":"John Weaver","startTime":1522.09,"endTime":1523.97,"body":"you"},{"speaker":"Tim Montague","startTime":1523.97,"endTime":1525.05,"body":"mean the war in"},{"speaker":"Tim Montague","startTime":1523.97,"endTime":1525.05,"body":"Ukraine?"},{"speaker":"John Weaver","startTime":1525.3500000000001,"endTime":1530.21,"body":"Yes, sir, yes, sir,"},{"speaker":"John Weaver","startTime":1525.3500000000001,"endTime":1530.21,"body":"yeah. So, so, yeah. And then,"},{"speaker":"John Weaver","startTime":1530.27,"endTime":1533.81,"body":"you know, maybe, funnily enough,"},{"speaker":"John Weaver","startTime":1530.27,"endTime":1533.81,"body":"the very next article on our"},{"speaker":"John Weaver","startTime":1533.81,"endTime":1539.33,"body":"list is an energy war that"},{"speaker":"John Weaver","startTime":1533.81,"endTime":1539.33,"body":"didn't go against us. Texas,"},{"speaker":"John Weaver","startTime":1539.57,"endTime":1541.07,"body":"yes, sir, I'm ready"},{"speaker":"Tim Montague","startTime":1541.07,"endTime":1545.83,"body":"to put that on"},{"speaker":"Tim Montague","startTime":1541.07,"endTime":1545.83,"body":"screen, yeah. This is Rachel"},{"speaker":"Tim Montague","startTime":1546.13,"endTime":1551.71,"body":"meadows, Mattia. Story Ends PV"},{"speaker":"Tim Montague","startTime":1546.13,"endTime":1551.71,"body":"magazine, anti solar. Bills die"},{"speaker":"Tim Montague","startTime":1551.83,"endTime":1555.07,"body":"in Texas House legislation that"},{"speaker":"Tim Montague","startTime":1551.83,"endTime":1555.07,"body":"would kill renewable energy in"},{"speaker":"Tim Montague","startTime":1555.07,"endTime":1557.83,"body":"Texas failed to progress in the"},{"speaker":"Tim Montague","startTime":1555.07,"endTime":1557.83,"body":"state's House of"},{"speaker":"Tim Montague","startTime":1557.83,"endTime":1562.21,"body":"Representatives. I'll note that"},{"speaker":"Tim Montague","startTime":1557.83,"endTime":1562.21,"body":"Texas installed 11 gigawatts, I"},{"speaker":"Tim Montague","startTime":1562.21,"endTime":1566.01,"body":"think last year just in the one"},{"speaker":"Tim Montague","startTime":1562.21,"endTime":1566.01,"body":"state. It is the largest solar"},{"speaker":"Tim Montague","startTime":1566.01,"endTime":1572.55,"body":"market in the United States."},{"speaker":"Tim Montague","startTime":1566.01,"endTime":1572.55,"body":"It's pretty awesome. We"},{"speaker":"Tim Montague","startTime":1572.55,"endTime":1575.19,"body":"installed 2.4 gigawatts in"},{"speaker":"Tim Montague","startTime":1572.55,"endTime":1575.19,"body":"Illinois."},{"speaker":"John Weaver","startTime":1576.09,"endTime":1578.43,"body":"That's pretty"},{"speaker":"John Weaver","startTime":1576.09,"endTime":1578.43,"body":"awesome, too. It's not bad,"},{"speaker":"John Weaver","startTime":1578.97,"endTime":1586.07,"body":"yeah. So three bills in Texas"},{"speaker":"John Weaver","startTime":1578.97,"endTime":1586.07,"body":"were put out. They had a lot of"},{"speaker":"John Weaver","startTime":1586.07,"endTime":1589.91,"body":"restrictions on how solar could"},{"speaker":"John Weaver","startTime":1586.07,"endTime":1589.91,"body":"be deployed. They were requiring"},{"speaker":"John Weaver","startTime":1589.91,"endTime":1595.43,"body":"things like solar, like if you"},{"speaker":"John Weaver","startTime":1589.91,"endTime":1595.43,"body":"built solar, it had to be"},{"speaker":"John Weaver","startTime":1595.43,"endTime":1600.53,"body":"coupled with energy with gas, so"},{"speaker":"John Weaver","startTime":1595.43,"endTime":1600.53,"body":"that you had guaranteed 24/7,"},{"speaker":"John Weaver","startTime":1601.01,"endTime":1608.23,"body":"uptime. Um. Uh, and that was"},{"speaker":"John Weaver","startTime":1601.01,"endTime":1608.23,"body":"pretty interesting, um, the the"},{"speaker":"John Weaver","startTime":1610.15,"endTime":1614.41,"body":"laws, the fact that they all"},{"speaker":"John Weaver","startTime":1610.15,"endTime":1614.41,"body":"died, though, was interesting."},{"speaker":"John Weaver","startTime":1614.53,"endTime":1619.21,"body":"And in the interim, while they"},{"speaker":"John Weaver","startTime":1614.53,"endTime":1619.21,"body":"were dying, the governor of"},{"speaker":"John Weaver","startTime":1619.21,"endTime":1625.23,"body":"Texas multiple times came out"},{"speaker":"John Weaver","startTime":1619.21,"endTime":1625.23,"body":"with communication saying, hey,"},{"speaker":"John Weaver","startTime":1625.23,"endTime":1630.21,"body":"Texas is an all of the above."},{"speaker":"John Weaver","startTime":1625.23,"endTime":1630.21,"body":"Texas is a renewable plus oil"},{"speaker":"John Weaver","startTime":1630.21,"endTime":1634.1100000000001,"body":"state now. And so that was"},{"speaker":"John Weaver","startTime":1630.21,"endTime":1634.1100000000001,"body":"pretty good."},{"speaker":"Tim Montague","startTime":1635.3700000000001,"endTime":1638.07,"body":"Um, very"},{"speaker":"Tim Montague","startTime":1635.3700000000001,"endTime":1638.07,"body":"interesting. Yeah."},{"speaker":"John Weaver","startTime":1639.39,"endTime":1643.43,"body":"So I thought, Uh, I"},{"speaker":"John Weaver","startTime":1639.39,"endTime":1643.43,"body":"thought, you know, I was"},{"speaker":"John Weaver","startTime":1643.43,"endTime":1646.73,"body":"surprised. I was like, Ah, this"},{"speaker":"John Weaver","startTime":1643.43,"endTime":1646.73,"body":"is gonna hurt, but we're"},{"speaker":"John Weaver","startTime":1646.73,"endTime":1649.97,"body":"crossing precipices because of"},{"speaker":"John Weaver","startTime":1646.73,"endTime":1649.97,"body":"the capacities that we're"},{"speaker":"John Weaver","startTime":1649.97,"endTime":1653.81,"body":"deploying, because Tim It's"},{"speaker":"John Weaver","startTime":1649.97,"endTime":1653.81,"body":"coming down to money, and if"},{"speaker":"John Weaver","startTime":1653.81,"endTime":1658.6100000000001,"body":"it's coming down to this money,"},{"speaker":"John Weaver","startTime":1653.81,"endTime":1658.6100000000001,"body":"and solar and storage are able"},{"speaker":"John Weaver","startTime":1658.6100000000001,"endTime":1661.79,"body":"to push the money, then that"},{"speaker":"John Weaver","startTime":1658.6100000000001,"endTime":1661.79,"body":"says we're reaching a new"},{"speaker":"John Weaver","startTime":1661.79,"endTime":1664.33,"body":"precipice that's similar to"},{"speaker":"John Weaver","startTime":1661.79,"endTime":1664.33,"body":"those people at eight core,"},{"speaker":"John Weaver","startTime":1665.05,"endTime":1667.69,"body":"they're talking about a post"},{"speaker":"John Weaver","startTime":1665.05,"endTime":1667.69,"body":"incentive world. They're talking"},{"speaker":"John Weaver","startTime":1667.69,"endTime":1673.15,"body":"about a utility scale, demand"},{"speaker":"John Weaver","startTime":1667.69,"endTime":1673.15,"body":"driven world, and you gotta have"},{"speaker":"John Weaver","startTime":1673.15,"endTime":1673.99,"body":"it now, so we're"},{"speaker":"Tim Montague","startTime":1673.99,"endTime":1676.51,"body":"moving beyond it."},{"speaker":"Tim Montague","startTime":1673.99,"endTime":1676.51,"body":"And ERCOT needs the power this,"},{"speaker":"Tim Montague","startTime":1676.57,"endTime":1680.65,"body":"this, these two sentences say a"},{"speaker":"Tim Montague","startTime":1676.57,"endTime":1680.65,"body":"lot here, right? Texas would be"},{"speaker":"Tim Montague","startTime":1680.71,"endTime":1684.99,"body":"far more vulnerable to grid"},{"speaker":"Tim Montague","startTime":1680.71,"endTime":1684.99,"body":"outages if new generation were"},{"speaker":"Tim Montague","startTime":1684.99,"endTime":1688.23,"body":"limited to a small number of"},{"speaker":"Tim Montague","startTime":1684.99,"endTime":1688.23,"body":"facilities, the simple fact is,"},{"speaker":"Tim Montague","startTime":1688.23,"endTime":1692.43,"body":"Texas needs every resource on"},{"speaker":"Tim Montague","startTime":1688.23,"endTime":1692.43,"body":"the grid to keep prices low for"},{"speaker":"Tim Montague","startTime":1692.43,"endTime":1696.45,"body":"consumers and meet the demands"},{"speaker":"Tim Montague","startTime":1692.43,"endTime":1696.45,"body":"of future population and"},{"speaker":"Tim Montague","startTime":1696.45,"endTime":1706.3700000000001,"body":"business growth. Yeah. I mean"},{"speaker":"Tim Montague","startTime":1696.45,"endTime":1706.3700000000001,"body":"those outages that Texas has had"},{"speaker":"Tim Montague","startTime":1706.3700000000001,"endTime":1709.97,"body":"are the real deal, and they've"},{"speaker":"Tim Montague","startTime":1706.3700000000001,"endTime":1709.97,"body":"come to be, they've come close"},{"speaker":"Tim Montague","startTime":1709.97,"endTime":1716.93,"body":"to being much worse disasters"},{"speaker":"Tim Montague","startTime":1709.97,"endTime":1716.93,"body":"than they turned out to be. So I"},{"speaker":"Tim Montague","startTime":1716.93,"endTime":1721.01,"body":"am not surprised that the"},{"speaker":"Tim Montague","startTime":1716.93,"endTime":1721.01,"body":"governor is taking a quiet"},{"speaker":"Tim Montague","startTime":1721.01,"endTime":1724.81,"body":"stand. He may not say the"},{"speaker":"Tim Montague","startTime":1721.01,"endTime":1724.81,"body":"world's the word solar and"},{"speaker":"Tim Montague","startTime":1724.81,"endTime":1733.81,"body":"storage, right? But we can read"},{"speaker":"Tim Montague","startTime":1724.81,"endTime":1733.81,"body":"between those lines. Anything"},{"speaker":"Tim Montague","startTime":1733.81,"endTime":1735.43,"body":"else about this story you want"},{"speaker":"Tim Montague","startTime":1733.81,"endTime":1735.43,"body":"to say"},{"speaker":"John Weaver","startTime":1736.45,"endTime":1739.03,"body":"nothing, nothing"},{"speaker":"John Weaver","startTime":1736.45,"endTime":1739.03,"body":"other than I like to hear that"},{"speaker":"John Weaver","startTime":1739.03,"endTime":1743.55,"body":"Texas is going solar and storage"},{"speaker":"John Weaver","startTime":1739.03,"endTime":1743.55,"body":"and that the politics tilted in"},{"speaker":"John Weaver","startTime":1743.55,"endTime":1747.99,"body":"our favor and held. And that"},{"speaker":"John Weaver","startTime":1743.55,"endTime":1747.99,"body":"speaks of the size, capacity and"},{"speaker":"John Weaver","startTime":1747.99,"endTime":1751.95,"body":"importance of the industry,"},{"speaker":"John Weaver","startTime":1747.99,"endTime":1751.95,"body":"yeah. And so that gives me, uh,"},{"speaker":"John Weaver","startTime":1751.95,"endTime":1754.95,"body":"that gives me some confidence."},{"speaker":"John Weaver","startTime":1751.95,"endTime":1754.95,"body":"Like it,"},{"speaker":"Tim Montague","startTime":1756.39,"endTime":1758.49,"body":"we should probably"},{"speaker":"Tim Montague","startTime":1756.39,"endTime":1758.49,"body":"be selective about what else we"},{"speaker":"Tim Montague","startTime":1758.8500000000001,"endTime":1763.1100000000001,"body":"we've got a big docket. What"},{"speaker":"Tim Montague","startTime":1758.8500000000001,"endTime":1763.1100000000001,"body":"else should we talk about?"},{"speaker":"John Weaver","startTime":1763.1100000000001,"endTime":1764.8700000000001,"body":"Well, you know,"},{"speaker":"John Weaver","startTime":1763.1100000000001,"endTime":1764.8700000000001,"body":"I'll talk about a high level"},{"speaker":"John Weaver","startTime":1764.8700000000001,"endTime":1769.31,"body":"thing. Let's talk about"},{"speaker":"John Weaver","startTime":1764.8700000000001,"endTime":1769.31,"body":"batteries a tiny bit more, just"},{"speaker":"John Weaver","startTime":1769.31,"endTime":1772.91,"body":"because I don't know, you know,"},{"speaker":"John Weaver","startTime":1769.31,"endTime":1772.91,"body":"I'm really interested in the"},{"speaker":"John Weaver","startTime":1772.91,"endTime":1775.55,"body":"volumes of batteries that are"},{"speaker":"John Weaver","startTime":1772.91,"endTime":1775.55,"body":"getting deployed. And we have"},{"speaker":"John Weaver","startTime":1775.55,"endTime":1777.95,"body":"like three articles right there,"},{"speaker":"John Weaver","startTime":1775.55,"endTime":1777.95,"body":"but I'm going to start an"},{"speaker":"John Weaver","startTime":1777.95,"endTime":1781.31,"body":"article soon on curtailment, and"},{"speaker":"John Weaver","startTime":1777.95,"endTime":1781.31,"body":"maybe you could click on that PV"},{"speaker":"John Weaver","startTime":1781.31,"endTime":1785.71,"body":"magazine article, 2528 solar"},{"speaker":"John Weaver","startTime":1781.31,"endTime":1785.71,"body":"power curtailment rises in"},{"speaker":"John Weaver","startTime":1785.71,"endTime":1790.51,"body":"California, and I've done a"},{"speaker":"John Weaver","startTime":1785.71,"endTime":1790.51,"body":"little math, and I think that,"},{"speaker":"John Weaver","startTime":1790.57,"endTime":1794.1100000000001,"body":"uh, I think, I mean, we're"},{"speaker":"John Weaver","startTime":1790.57,"endTime":1794.1100000000001,"body":"seeing it. But I want to do an I"},{"speaker":"John Weaver","startTime":1794.1100000000001,"endTime":1796.57,"body":"want to write an article, and"},{"speaker":"John Weaver","startTime":1794.1100000000001,"endTime":1796.57,"body":"we'll do some math, and I talk"},{"speaker":"John Weaver","startTime":1796.57,"endTime":1800.41,"body":"with a professor I work with at"},{"speaker":"John Weaver","startTime":1796.57,"endTime":1800.41,"body":"Occidental University out in"},{"speaker":"John Weaver","startTime":1800.41,"endTime":1803.97,"body":"California, physics professor,"},{"speaker":"John Weaver","startTime":1800.41,"endTime":1803.97,"body":"and I'm going to do math and"},{"speaker":"John Weaver","startTime":1803.97,"endTime":1807.09,"body":"figure out this curtailment,"},{"speaker":"John Weaver","startTime":1803.97,"endTime":1807.09,"body":"because we're seeing curtailment"},{"speaker":"John Weaver","startTime":1807.09,"endTime":1810.93,"body":"go up. However, I think that the"},{"speaker":"John Weaver","startTime":1807.09,"endTime":1810.93,"body":"amount of curtailment that's"},{"speaker":"John Weaver","startTime":1810.93,"endTime":1814.47,"body":"happening in California, the"},{"speaker":"John Weaver","startTime":1810.93,"endTime":1814.47,"body":"growth is much slower than the"},{"speaker":"John Weaver","startTime":1814.47,"endTime":1820.53,"body":"amount of new solar and storage,"},{"speaker":"John Weaver","startTime":1814.47,"endTime":1820.53,"body":"and I believe that batteries are"},{"speaker":"John Weaver","startTime":1820.53,"endTime":1827.21,"body":"now lowering the volume of"},{"speaker":"John Weaver","startTime":1820.53,"endTime":1827.21,"body":"curtailment and enabling more"},{"speaker":"John Weaver","startTime":1827.21,"endTime":1833.93,"body":"solar to run. And so we might"},{"speaker":"John Weaver","startTime":1827.21,"endTime":1833.93,"body":"even calculate curtailment as"},{"speaker":"John Weaver","startTime":1833.93,"endTime":1838.19,"body":"the same amount, but it's a"},{"speaker":"John Weaver","startTime":1833.93,"endTime":1838.19,"body":"lower percentage of overall"},{"speaker":"John Weaver","startTime":1838.19,"endTime":1844.69,"body":"generation now. And so I think"},{"speaker":"John Weaver","startTime":1838.19,"endTime":1844.69,"body":"we get a front row seat, similar"},{"speaker":"John Weaver","startTime":1844.69,"endTime":1848.65,"body":"to people in South Australia,"},{"speaker":"John Weaver","startTime":1844.69,"endTime":1848.65,"body":"the South Australian state which"},{"speaker":"John Weaver","startTime":1848.65,"endTime":1854.53,"body":"has a massive volume of solar"},{"speaker":"John Weaver","startTime":1848.65,"endTime":1854.53,"body":"we're getting a front row seat"},{"speaker":"John Weaver","startTime":1855.07,"endTime":1859.81,"body":"of the energy transition"},{"speaker":"John Weaver","startTime":1855.07,"endTime":1859.81,"body":"occurring. And right now we're"},{"speaker":"John Weaver","startTime":1859.81,"endTime":1863.3700000000001,"body":"getting the next round of it"},{"speaker":"John Weaver","startTime":1859.81,"endTime":1863.3700000000001,"body":"with batteries occurring with"},{"speaker":"John Weaver","startTime":1863.3700000000001,"endTime":1866.73,"body":"California on the grid. And this"},{"speaker":"John Weaver","startTime":1863.3700000000001,"endTime":1866.73,"body":"chart represents something. I"},{"speaker":"John Weaver","startTime":1866.73,"endTime":1869.31,"body":"don't know what it represents"},{"speaker":"John Weaver","startTime":1866.73,"endTime":1869.31,"body":"yet. It's it represents"},{"speaker":"John Weaver","startTime":1869.31,"endTime":1872.01,"body":"curtailment. I mean, I know"},{"speaker":"John Weaver","startTime":1869.31,"endTime":1872.01,"body":"that. But what does it represent"},{"speaker":"John Weaver","startTime":1872.01,"endTime":1874.77,"body":"in the long game? Does this"},{"speaker":"John Weaver","startTime":1872.01,"endTime":1874.77,"body":"represent an opportunity?"},{"speaker":"John Weaver","startTime":1875.31,"endTime":1880.3500000000001,"body":"Because there's not a huge"},{"speaker":"John Weaver","startTime":1875.31,"endTime":1880.3500000000001,"body":"amount of energy here, like"},{"speaker":"John Weaver","startTime":1880.3500000000001,"endTime":1886.67,"body":"this, like I did the math. So"},{"speaker":"John Weaver","startTime":1880.3500000000001,"endTime":1886.67,"body":"last year, 24 Kaiso curtailed"},{"speaker":"John Weaver","startTime":1886.67,"endTime":1891.05,"body":"3.4 million megawatt hours. I"},{"speaker":"John Weaver","startTime":1886.67,"endTime":1891.05,"body":"mean, that sounds like a lot."},{"speaker":"John Weaver","startTime":1891.05,"endTime":1897.05,"body":"It's up 29% but if you run the"},{"speaker":"John Weaver","startTime":1891.05,"endTime":1897.05,"body":"math the state, let's see what's"},{"speaker":"John Weaver","startTime":1897.05,"endTime":1900.77,"body":"the total that they did for"},{"speaker":"John Weaver","startTime":1897.05,"endTime":1900.77,"body":"total energy. It's like 1000"},{"speaker":"John Weaver","startTime":1901.25,"endTime":1904.63,"body":"this is like 1% Percent of"},{"speaker":"John Weaver","startTime":1901.25,"endTime":1904.63,"body":"energy. Like I have the math"},{"speaker":"John Weaver","startTime":1904.63,"endTime":1909.13,"body":"somewhere I did it and I wanted"},{"speaker":"John Weaver","startTime":1904.63,"endTime":1909.13,"body":"to show off. But if you then do"},{"speaker":"John Weaver","startTime":1909.73,"endTime":1914.23,"body":"the math on the amount of"},{"speaker":"John Weaver","startTime":1909.73,"endTime":1914.23,"body":"batteries that are on the grid,"},{"speaker":"John Weaver","startTime":1914.77,"endTime":1918.43,"body":"we actually have enough"},{"speaker":"John Weaver","startTime":1914.77,"endTime":1918.43,"body":"batteries in California to 100%"},{"speaker":"John Weaver","startTime":1920.17,"endTime":1925.1100000000001,"body":"soak up all of the curtailed"},{"speaker":"John Weaver","startTime":1920.17,"endTime":1925.1100000000001,"body":"electricity. Yeah, utility scale"},{"speaker":"John Weaver","startTime":1925.1100000000001,"endTime":1929.01,"body":"alone. So there's some dynamics"},{"speaker":"John Weaver","startTime":1925.1100000000001,"endTime":1929.01,"body":"happening here. There's growth,"},{"speaker":"John Weaver","startTime":1929.07,"endTime":1932.13,"body":"there's batteries, there's this"},{"speaker":"John Weaver","startTime":1929.07,"endTime":1932.13,"body":"curtailment that everybody's"},{"speaker":"John Weaver","startTime":1932.13,"endTime":1936.51,"body":"been crying about that really is"},{"speaker":"John Weaver","startTime":1932.13,"endTime":1936.51,"body":"a trivial issue. And so I'm"},{"speaker":"John Weaver","startTime":1936.51,"endTime":1940.05,"body":"having fun watching and learning"},{"speaker":"John Weaver","startTime":1936.51,"endTime":1940.05,"body":"and reading and and just just"},{"speaker":"John Weaver","startTime":1940.05,"endTime":1942.45,"body":"watching the way they work,"},{"speaker":"John Weaver","startTime":1940.05,"endTime":1942.45,"body":"because a commercial solar guy,"},{"speaker":"John Weaver","startTime":1942.45,"endTime":1947.15,"body":"we're going to try and partner"},{"speaker":"John Weaver","startTime":1942.45,"endTime":1947.15,"body":"up with somebody and do battery"},{"speaker":"John Weaver","startTime":1947.21,"endTime":1950.81,"body":"EPC work. We have good civil"},{"speaker":"John Weaver","startTime":1947.21,"endTime":1950.81,"body":"experience. We have good"},{"speaker":"John Weaver","startTime":1950.81,"endTime":1953.63,"body":"electrical experience in house,"},{"speaker":"John Weaver","startTime":1950.81,"endTime":1953.63,"body":"and we now have a new partner."},{"speaker":"John Weaver","startTime":1954.05,"endTime":1957.29,"body":"So, so just watching this stuff,"},{"speaker":"John Weaver","startTime":1954.05,"endTime":1957.29,"body":"I mean, you've seen me talking"},{"speaker":"John Weaver","startTime":1957.29,"endTime":1959.93,"body":"about batteries for the last six"},{"speaker":"John Weaver","startTime":1957.29,"endTime":1959.93,"body":"months, just something kind of"},{"speaker":"John Weaver","startTime":1959.93,"endTime":1963.91,"body":"really interested in them, but"},{"speaker":"John Weaver","startTime":1959.93,"endTime":1963.91,"body":"just cool. So So watching"},{"speaker":"John Weaver","startTime":1963.91,"endTime":1966.01,"body":"California, watching this"},{"speaker":"John Weaver","startTime":1963.91,"endTime":1966.01,"body":"curtailment, watching how the"},{"speaker":"John Weaver","startTime":1966.01,"endTime":1968.77,"body":"batteries go, I think that's"},{"speaker":"John Weaver","startTime":1966.01,"endTime":1968.77,"body":"very key thing for us to look"},{"speaker":"John Weaver","startTime":1968.77,"endTime":1973.21,"body":"at, and then watching the same"},{"speaker":"John Weaver","startTime":1968.77,"endTime":1973.21,"body":"thing in Texas, because"},{"speaker":"John Weaver","startTime":1973.21,"endTime":1978.01,"body":"batteries are now taking over as"},{"speaker":"John Weaver","startTime":1973.21,"endTime":1978.01,"body":"the marginal price setter for"},{"speaker":"John Weaver","startTime":1978.01,"endTime":1982.65,"body":"many times. And that used to be"},{"speaker":"John Weaver","startTime":1978.01,"endTime":1982.65,"body":"gas, and gas was the thing that"},{"speaker":"John Weaver","startTime":1982.65,"endTime":1986.73,"body":"could always come in and buy the"},{"speaker":"John Weaver","startTime":1982.65,"endTime":1986.73,"body":"next electricity rounds. But now"},{"speaker":"John Weaver","startTime":1986.73,"endTime":1991.77,"body":"batteries are doing it from 5pm"},{"speaker":"John Weaver","startTime":1986.73,"endTime":1991.77,"body":"to 10pm that means batteries are"},{"speaker":"John Weaver","startTime":1991.77,"endTime":1995.31,"body":"taken over the grid. Solar has"},{"speaker":"John Weaver","startTime":1991.77,"endTime":1995.31,"body":"already taken over the grid from"},{"speaker":"John Weaver","startTime":1995.31,"endTime":2000.05,"body":"7am 8am until 5pm now batteries"},{"speaker":"John Weaver","startTime":1995.31,"endTime":2000.05,"body":"are extending that so we have a"},{"speaker":"John Weaver","startTime":2000.05,"endTime":2006.8500000000001,"body":"full 12 hour daytime solar plus"},{"speaker":"John Weaver","startTime":2000.05,"endTime":2006.8500000000001,"body":"storage economy in Texas and"},{"speaker":"John Weaver","startTime":2006.8500000000001,"endTime":2010.81,"body":"California, coming in California"},{"speaker":"John Weaver","startTime":2006.8500000000001,"endTime":2010.81,"body":"already, but it's coming in"},{"speaker":"John Weaver","startTime":2010.81,"endTime":2013.81,"body":"Texas and so, yeah, so I think"},{"speaker":"John Weaver","startTime":2010.81,"endTime":2013.81,"body":"that's a big topic, and I'm"},{"speaker":"John Weaver","startTime":2013.81,"endTime":2015.97,"body":"gonna try and do some research"},{"speaker":"John Weaver","startTime":2013.81,"endTime":2015.97,"body":"and learn better on it."},{"speaker":"Tim Montague","startTime":2017.71,"endTime":2019.21,"body":"Can I talk about"},{"speaker":"Tim Montague","startTime":2017.71,"endTime":2019.21,"body":"Gibson City,"},{"speaker":"John Weaver","startTime":2019.27,"endTime":2022.09,"body":"Illinois? Heck,"},{"speaker":"John Weaver","startTime":2019.27,"endTime":2022.09,"body":"yeah, that's a big power plant."},{"speaker":"John Weaver","startTime":2022.09,"endTime":2022.39,"body":"Man,"},{"speaker":"Tim Montague","startTime":2023.41,"endTime":2027.69,"body":"very interesting"},{"speaker":"Tim Montague","startTime":2023.41,"endTime":2027.69,"body":"story. I just stumbled upon it"},{"speaker":"Tim Montague","startTime":2027.69,"endTime":2033.33,"body":"today. And Gibson City is a"},{"speaker":"Tim Montague","startTime":2027.69,"endTime":2033.33,"body":"small farm town 40 minutes north"},{"speaker":"Tim Montague","startTime":2033.33,"endTime":2038.19,"body":"of Champaign, where I live, and"},{"speaker":"Tim Montague","startTime":2033.33,"endTime":2038.19,"body":"a company called Earthrise"},{"speaker":"Tim Montague","startTime":2038.19,"endTime":2047.75,"body":"energy is developing a 270"},{"speaker":"Tim Montague","startTime":2038.19,"endTime":2047.75,"body":"megawatt AC, which is, I don't"},{"speaker":"Tim Montague","startTime":2047.75,"endTime":2052.67,"body":"know, 350 DC, something like"},{"speaker":"Tim Montague","startTime":2047.75,"endTime":2052.67,"body":"that. I gotta get this on"},{"speaker":"Tim Montague","startTime":2052.67,"endTime":2060.95,"body":"screen. Can't find stream yard."},{"speaker":"Tim Montague","startTime":2052.67,"endTime":2060.95,"body":"Share Screen, Earth rise, okay,"},{"speaker":"Tim Montague","startTime":2060.95,"endTime":2064.69,"body":"so the story is that Earth rise"},{"speaker":"Tim Montague","startTime":2060.95,"endTime":2064.69,"body":"raised six 30 million for its"},{"speaker":"Tim Montague","startTime":2064.69,"endTime":2070.99,"body":"270 megawatt solar plant in"},{"speaker":"Tim Montague","startTime":2064.69,"endTime":2070.99,"body":"Gibson city. And what they're"},{"speaker":"Tim Montague","startTime":2070.99,"endTime":2076.0299999999997,"body":"doing, that I think is really"},{"speaker":"Tim Montague","startTime":2070.99,"endTime":2076.0299999999997,"body":"cool, is this same company owns"},{"speaker":"Tim Montague","startTime":2076.15,"endTime":2081.43,"body":"a peaker plant in this vicinity,"},{"speaker":"Tim Montague","startTime":2076.15,"endTime":2081.43,"body":"and so they have an existing"},{"speaker":"Tim Montague","startTime":2081.43,"endTime":2086.31,"body":"substation there, and"},{"speaker":"Tim Montague","startTime":2081.43,"endTime":2086.31,"body":"interconnection to miso, and"},{"speaker":"Tim Montague","startTime":2086.31,"endTime":2090.69,"body":"they're using that"},{"speaker":"Tim Montague","startTime":2086.31,"endTime":2090.69,"body":"interconnection as an on ramp"},{"speaker":"Tim Montague","startTime":2090.69,"endTime":2095.85,"body":"for a bunch of this solar"},{"speaker":"Tim Montague","startTime":2090.69,"endTime":2095.85,"body":"energy, and thereby expediting"},{"speaker":"Tim Montague","startTime":2095.91,"endTime":2099.15,"body":"their ability to get an"},{"speaker":"Tim Montague","startTime":2095.91,"endTime":2099.15,"body":"interconnection agreement with"},{"speaker":"Tim Montague","startTime":2099.15,"endTime":2103.9700000000003,"body":"miso, which is notably horrible,"},{"speaker":"Tim Montague","startTime":2099.15,"endTime":2103.9700000000003,"body":"and this was a theme at the"},{"speaker":"Tim Montague","startTime":2103.9700000000003,"endTime":2108.11,"body":"Midwest solar Expo. You know,"},{"speaker":"Tim Montague","startTime":2103.9700000000003,"endTime":2108.11,"body":"there's three to five year cues"},{"speaker":"Tim Montague","startTime":2108.11,"endTime":2115.01,"body":"in miso, both at the"},{"speaker":"Tim Montague","startTime":2108.11,"endTime":2115.01,"body":"distribution and transmission"},{"speaker":"Tim Montague","startTime":2115.01,"endTime":2123.31,"body":"levels. So kudos to Earthrise"},{"speaker":"Tim Montague","startTime":2115.01,"endTime":2123.31,"body":"for thinking of this. And I just"},{"speaker":"Tim Montague","startTime":2123.31,"endTime":2126.8500000000004,"body":"think there's a lot of subtle"},{"speaker":"Tim Montague","startTime":2123.31,"endTime":2126.8500000000004,"body":"innovation like this. John, I"},{"speaker":"Tim Montague","startTime":2126.8500000000004,"endTime":2129.13,"body":"mean, this is not rocket"},{"speaker":"Tim Montague","startTime":2126.8500000000004,"endTime":2129.13,"body":"science, right? They're going,"},{"speaker":"Tim Montague","startTime":2129.13,"endTime":2132.67,"body":"Oh yeah, we've already got this"},{"speaker":"Tim Montague","startTime":2129.13,"endTime":2132.67,"body":"fleet of peaker plants. They're"},{"speaker":"Tim Montague","startTime":2132.67,"endTime":2137.83,"body":"only running 10% of the time. We"},{"speaker":"Tim Montague","startTime":2132.67,"endTime":2137.83,"body":"could put more juice on the"},{"speaker":"Tim Montague","startTime":2137.83,"endTime":2142.51,"body":"grid, probably, if we built a"},{"speaker":"Tim Montague","startTime":2137.83,"endTime":2142.51,"body":"big solar farm which can sell"},{"speaker":"Tim Montague","startTime":2142.51,"endTime":2146.8500000000004,"body":"power to the grid cheaper than"},{"speaker":"Tim Montague","startTime":2142.51,"endTime":2146.8500000000004,"body":"the peaker plant can. Right? The"},{"speaker":"Tim Montague","startTime":2146.8500000000004,"endTime":2151.2300000000005,"body":"peaker the peaker plant juice is"},{"speaker":"Tim Montague","startTime":2146.8500000000004,"endTime":2151.2300000000005,"body":"expensive, yep, because it's"},{"speaker":"Tim Montague","startTime":2151.2300000000005,"endTime":2157.8900000000003,"body":"only running 10% of the time."},{"speaker":"Tim Montague","startTime":2151.2300000000005,"endTime":2157.8900000000003,"body":"And so that's it. It's, uh, I"},{"speaker":"Tim Montague","startTime":2157.8900000000003,"endTime":2162.59,"body":"don't know how many acres the"},{"speaker":"Tim Montague","startTime":2157.8900000000003,"endTime":2162.59,"body":"project is, but a lot of"},{"speaker":"Tim Montague","startTime":2162.59,"endTime":2168.8900000000003,"body":"electricity. Yeah, there's just"},{"speaker":"Tim Montague","startTime":2162.59,"endTime":2168.8900000000003,"body":"a little more there. About the"},{"speaker":"Tim Montague","startTime":2168.8900000000003,"endTime":2171.9500000000003,"body":"Illinois market, seventh in the"},{"speaker":"Tim Montague","startTime":2168.8900000000003,"endTime":2171.9500000000003,"body":"country."},{"speaker":"John Weaver","startTime":2172.8500000000004,"endTime":2175.8500000000004,"body":"So that what"},{"speaker":"John Weaver","startTime":2172.8500000000004,"endTime":2175.8500000000004,"body":"they're doing there, and that"},{"speaker":"John Weaver","startTime":2175.8500000000004,"endTime":2179.9300000000003,"body":"that that strategy is super"},{"speaker":"John Weaver","startTime":2175.8500000000004,"endTime":2179.9300000000003,"body":"smart, in my opinion. I saw an"},{"speaker":"John Weaver","startTime":2179.9300000000003,"endTime":2185.71,"body":"article recently the strategy of"},{"speaker":"John Weaver","startTime":2179.9300000000003,"endTime":2185.71,"body":"adding new capacities that"},{"speaker":"John Weaver","startTime":2185.71,"endTime":2189.7900000000004,"body":"complement the existing"},{"speaker":"John Weaver","startTime":2185.71,"endTime":2189.7900000000004,"body":"capacity. So, for instance,"},{"speaker":"John Weaver","startTime":2189.7900000000004,"endTime":2193.3300000000004,"body":"these peaker plants that"},{"speaker":"John Weaver","startTime":2189.7900000000004,"endTime":2193.3300000000004,"body":"generally only run in the"},{"speaker":"John Weaver","startTime":2193.3300000000004,"endTime":2198.19,"body":"evening period or cold periods"},{"speaker":"John Weaver","startTime":2193.3300000000004,"endTime":2198.19,"body":"when they're needed. You know,"},{"speaker":"John Weaver","startTime":2198.19,"endTime":2201.61,"body":"again, they have 10% some of"},{"speaker":"John Weaver","startTime":2198.19,"endTime":2201.61,"body":"them have a 5% capacity factor."},{"speaker":"John Weaver","startTime":2201.61,"endTime":2203.07,"body":"Most. Or 15%"},{"speaker":"Tim Montague","startTime":2204.2700000000004,"endTime":2206.8500000000004,"body":"but there are. And"},{"speaker":"Tim Montague","startTime":2204.2700000000004,"endTime":2206.8500000000004,"body":"if you ever wonder, this is what"},{"speaker":"Tim Montague","startTime":2206.8500000000004,"endTime":2211.8300000000004,"body":"a peaker plant looks like. This"},{"speaker":"Tim Montague","startTime":2206.8500000000004,"endTime":2211.8300000000004,"body":"these rectangular buildings."},{"speaker":"Tim Montague","startTime":2211.8300000000004,"endTime":2215.61,"body":"Here is the peaker. These are"},{"speaker":"Tim Montague","startTime":2211.8300000000004,"endTime":2215.61,"body":"natural gas Yep. These are"},{"speaker":"Tim Montague","startTime":2215.61,"endTime":2220.2300000000005,"body":"natural gas turbine generators."},{"speaker":"Tim Montague","startTime":2215.61,"endTime":2220.2300000000005,"body":"Their smoke stocks are quite low"},{"speaker":"Tim Montague","startTime":2220.2300000000005,"endTime":2224.69,"body":"to the ground, maybe 20 feet"},{"speaker":"Tim Montague","startTime":2220.2300000000005,"endTime":2224.69,"body":"tops, and then there's a"},{"speaker":"Tim Montague","startTime":2224.69,"endTime":2228.17,"body":"substation. Now, some of these"},{"speaker":"Tim Montague","startTime":2224.69,"endTime":2228.17,"body":"peaker plants have many more"},{"speaker":"Tim Montague","startTime":2228.2300000000005,"endTime":2231.4700000000003,"body":"turbines. This is a relatively"},{"speaker":"Tim Montague","startTime":2228.2300000000005,"endTime":2231.4700000000003,"body":"small one. I don't know how many"},{"speaker":"Tim Montague","startTime":2231.4700000000003,"endTime":2235.61,"body":"megawatts. I'm guessing two"},{"speaker":"Tim Montague","startTime":2231.4700000000003,"endTime":2235.61,"body":"megawatts, but I don't know. And"},{"speaker":"Tim Montague","startTime":2235.61,"endTime":2241.2500000000005,"body":"there's a ethanol plant next"},{"speaker":"Tim Montague","startTime":2235.61,"endTime":2241.2500000000005,"body":"door, but, and then they've"},{"speaker":"Tim Montague","startTime":2241.2500000000005,"endTime":2244.9300000000003,"body":"already got a plot for a new"},{"speaker":"Tim Montague","startTime":2241.2500000000005,"endTime":2244.9300000000003,"body":"substation they're going to"},{"speaker":"Tim Montague","startTime":2244.9300000000003,"endTime":2248.2300000000005,"body":"build here for the solar farm"},{"speaker":"Tim Montague","startTime":2244.9300000000003,"endTime":2248.2300000000005,"body":"called out on Google, which I"},{"speaker":"Tim Montague","startTime":2248.2300000000005,"endTime":2250.9900000000002,"body":"thought was cool. But who knows"},{"speaker":"Tim Montague","startTime":2248.2300000000005,"endTime":2250.9900000000002,"body":"where this I mean, the the solar"},{"speaker":"Tim Montague","startTime":2250.9900000000002,"endTime":2256.4500000000003,"body":"farm is obviously going to be"},{"speaker":"Tim Montague","startTime":2250.9900000000002,"endTime":2256.4500000000003,"body":"much bigger, uh, several, uh,"},{"speaker":"Tim Montague","startTime":2256.51,"endTime":2258.8500000000004,"body":"maybe, maybe around 1000 acres,"},{"speaker":"Tim Montague","startTime":2256.51,"endTime":2258.8500000000004,"body":"I don't know."},{"speaker":"John Weaver","startTime":2259.7500000000005,"endTime":2262.57,"body":"Well, if you think"},{"speaker":"John Weaver","startTime":2259.7500000000005,"endTime":2262.57,"body":"350, megawatts,"},{"speaker":"Tim Montague","startTime":2263.2300000000005,"endTime":2265.7700000000004,"body":"3456, 1500 acres."},{"speaker":"Tim Montague","startTime":2263.2300000000005,"endTime":2265.7700000000004,"body":"100 acres."},{"speaker":"John Weaver","startTime":2267.4500000000003,"endTime":2271.59,"body":"Divide that by"},{"speaker":"John Weaver","startTime":2267.4500000000003,"endTime":2271.59,"body":"four, at least, at least that."},{"speaker":"John Weaver","startTime":2272.67,"endTime":2277.11,"body":"Yeah. Cool. Very cool. Yeah. So"},{"speaker":"John Weaver","startTime":2272.67,"endTime":2277.11,"body":"again, as I was saying, though,"},{"speaker":"John Weaver","startTime":2277.11,"endTime":2282.2700000000004,"body":"in California, they were saying"},{"speaker":"John Weaver","startTime":2277.11,"endTime":2282.2700000000004,"body":"that they have 10s of gigawatts,"},{"speaker":"John Weaver","startTime":2282.2700000000004,"endTime":2285.4100000000003,"body":"maybe even hundreds. I don't"},{"speaker":"John Weaver","startTime":2282.2700000000004,"endTime":2285.4100000000003,"body":"think it's hundreds, but 10s of"},{"speaker":"John Weaver","startTime":2285.4100000000003,"endTime":2291.17,"body":"gigawatts on interconnections"},{"speaker":"John Weaver","startTime":2285.4100000000003,"endTime":2291.17,"body":"that are underutilized. So great"},{"speaker":"John Weaver","startTime":2291.17,"endTime":2292.19,"body":"idea. Super smart."},{"speaker":"Tim Montague","startTime":2293.03,"endTime":2296.57,"body":"Okay, we're going"},{"speaker":"Tim Montague","startTime":2293.03,"endTime":2296.57,"body":"to close with China launches"},{"speaker":"Tim Montague","startTime":2296.57,"endTime":2299.15,"body":"world's first grid forming"},{"speaker":"Tim Montague","startTime":2296.57,"endTime":2299.15,"body":"sodium ion battery storage"},{"speaker":"John Weaver","startTime":2299.69,"endTime":2302.7700000000004,"body":"plant. Nah. I like"},{"speaker":"John Weaver","startTime":2299.69,"endTime":2302.7700000000004,"body":"this one a little better. Across"},{"speaker":"John Weaver","startTime":2302.7700000000004,"endTime":2306.07,"body":"the United States, residential"},{"speaker":"John Weaver","startTime":2302.7700000000004,"endTime":2306.07,"body":"electricity prices are set to"},{"speaker":"John Weaver","startTime":2306.07,"endTime":2314.9500000000003,"body":"increase, okay, by an average of"},{"speaker":"John Weaver","startTime":2306.07,"endTime":2314.9500000000003,"body":"13% Yuck, and some as much as 26"},{"speaker":"John Weaver","startTime":2319.03,"endTime":2324.3900000000003,"body":"and I thought that was both"},{"speaker":"John Weaver","startTime":2319.03,"endTime":2324.3900000000003,"body":"terrible and great. You know,"},{"speaker":"John Weaver","startTime":2324.3900000000003,"endTime":2327.7500000000005,"body":"it's terrible, because this is"},{"speaker":"John Weaver","startTime":2324.3900000000003,"endTime":2327.7500000000005,"body":"like real human beings, like"},{"speaker":"John Weaver","startTime":2327.7500000000005,"endTime":2328.4700000000003,"body":"that sucks."},{"speaker":"Tim Montague","startTime":2328.53,"endTime":2330.63,"body":"So we're looking"},{"speaker":"Tim Montague","startTime":2328.53,"endTime":2330.63,"body":"at the EIA, the Energy"},{"speaker":"Tim Montague","startTime":2330.63,"endTime":2335.55,"body":"Information Administration, yep,"},{"speaker":"Tim Montague","startTime":2330.63,"endTime":2335.55,"body":"website in depth analysis."},{"speaker":"John Weaver","startTime":2336.7500000000005,"endTime":2341.01,"body":"So you notice price"},{"speaker":"John Weaver","startTime":2336.7500000000005,"endTime":2341.01,"body":"of gas nice and flat. Gasoline"},{"speaker":"John Weaver","startTime":2341.01,"endTime":2347.3300000000004,"body":"is looking down, uh, heating oil"},{"speaker":"John Weaver","startTime":2341.01,"endTime":2347.3300000000004,"body":"looking down, but electricity"},{"speaker":"John Weaver","startTime":2348.2300000000005,"endTime":2351.9500000000003,"body":"moving along, and it's going"},{"speaker":"John Weaver","startTime":2348.2300000000005,"endTime":2351.9500000000003,"body":"above the CPI, above inflation."},{"speaker":"John Weaver","startTime":2351.9500000000003,"endTime":2355.01,"body":"That's that second value. And"},{"speaker":"John Weaver","startTime":2351.9500000000003,"endTime":2355.01,"body":"then if you scroll to the bottom"},{"speaker":"John Weaver","startTime":2355.01,"endTime":2359.9900000000002,"body":"of this article, there's another"},{"speaker":"John Weaver","startTime":2355.01,"endTime":2359.9900000000002,"body":"chart that shows us on a state"},{"speaker":"John Weaver","startTime":2359.9900000000002,"endTime":2362.8100000000004,"body":"level, so regionally, you can"},{"speaker":"John Weaver","startTime":2359.9900000000002,"endTime":2362.8100000000004,"body":"kind of see, oh, this is a good"},{"speaker":"John Weaver","startTime":2363.2300000000005,"endTime":2365.9500000000003,"body":"one. This shows what people are"},{"speaker":"John Weaver","startTime":2363.2300000000005,"endTime":2365.9500000000003,"body":"spending per year. Per year. You"},{"speaker":"John Weaver","startTime":2365.9500000000003,"endTime":2369.9100000000003,"body":"know, gaining on $2,000 a year"},{"speaker":"John Weaver","startTime":2365.9500000000003,"endTime":2369.9100000000003,"body":"of electricity. But then you go"},{"speaker":"John Weaver","startTime":2369.9100000000003,"endTime":2372.4900000000002,"body":"down a little bit further. Next"},{"speaker":"John Weaver","startTime":2369.9100000000003,"endTime":2372.4900000000002,"body":"chart, you can see that it's"},{"speaker":"John Weaver","startTime":2372.4900000000002,"endTime":2376.15,"body":"very it's varied, highly varied"},{"speaker":"John Weaver","startTime":2372.4900000000002,"endTime":2376.15,"body":"on a state basis."},{"speaker":"Tim Montague","startTime":2376.15,"endTime":2378.4900000000002,"body":"You can see that"},{"speaker":"Tim Montague","startTime":2376.15,"endTime":2378.4900000000002,"body":"dip from COVID, right? That's"},{"speaker":"Tim Montague","startTime":2378.4900000000002,"endTime":2382.21,"body":"where gasoline expenditure went"},{"speaker":"Tim Montague","startTime":2378.4900000000002,"endTime":2382.21,"body":"way down as people weren't"},{"speaker":"Tim Montague","startTime":2382.21,"endTime":2386.01,"body":"traveling so fascinating. And"},{"speaker":"John Weaver","startTime":2386.01,"endTime":2388.05,"body":"then here, check"},{"speaker":"John Weaver","startTime":2386.01,"endTime":2388.05,"body":"this out. Like, first off, you"},{"speaker":"John Weaver","startTime":2388.05,"endTime":2391.7700000000004,"body":"see Pacific regions already"},{"speaker":"John Weaver","startTime":2388.05,"endTime":2391.7700000000004,"body":"expensive, and over the last"},{"speaker":"John Weaver","startTime":2391.7700000000004,"endTime":2395.61,"body":"three years, it's up 26% look at"},{"speaker":"John Weaver","startTime":2391.7700000000004,"endTime":2395.61,"body":"New England, the most expensive"},{"speaker":"John Weaver","startTime":2395.61,"endTime":2400.4700000000003,"body":"region, total region in the"},{"speaker":"John Weaver","startTime":2395.61,"endTime":2400.4700000000003,"body":"nation, going to jump another"},{"speaker":"John Weaver","startTime":2400.4700000000003,"endTime":2405.17,"body":"19% made Atlantic. You know,"},{"speaker":"John Weaver","startTime":2400.4700000000003,"endTime":2405.17,"body":"these are like Delawares,"},{"speaker":"John Weaver","startTime":2405.17,"endTime":2409.61,"body":"Washington, Virginia, states"},{"speaker":"John Weaver","startTime":2405.17,"endTime":2409.61,"body":"jumping you see right there in"},{"speaker":"John Weaver","startTime":2409.61,"endTime":2413.51,"body":"the middle that US average 13%"},{"speaker":"John Weaver","startTime":2409.61,"endTime":2413.51,"body":"that's pretty big, over three"},{"speaker":"John Weaver","startTime":2413.51,"endTime":2420.8900000000003,"body":"years. So, so this, if anything,"},{"speaker":"John Weaver","startTime":2413.51,"endTime":2420.8900000000003,"body":"this will support the"},{"speaker":"John Weaver","startTime":2420.8900000000003,"endTime":2426.9700000000003,"body":"residential solar market. You"},{"speaker":"John Weaver","startTime":2420.8900000000003,"endTime":2426.9700000000003,"body":"know, you knock a year off and"},{"speaker":"John Weaver","startTime":2426.9700000000003,"endTime":2432.55,"body":"knock two years off your IRA,"},{"speaker":"John Weaver","startTime":2426.9700000000003,"endTime":2432.55,"body":"your ROI. So, yes, we're going"},{"speaker":"John Weaver","startTime":2432.55,"endTime":2438.3100000000004,"body":"to lose some incentives. It"},{"speaker":"John Weaver","startTime":2432.55,"endTime":2438.3100000000004,"body":"seems price of electricity will"},{"speaker":"John Weaver","startTime":2438.3100000000004,"endTime":2442.03,"body":"go up. We're also going to lose"},{"speaker":"John Weaver","startTime":2438.3100000000004,"endTime":2442.03,"body":"some cost competition, maybe"},{"speaker":"John Weaver","startTime":2442.51,"endTime":2448.4700000000003,"body":"because, hardware costs might"},{"speaker":"John Weaver","startTime":2442.51,"endTime":2448.4700000000003,"body":"get tariffs, but we'll also lose"},{"speaker":"John Weaver","startTime":2448.4700000000003,"endTime":2452.55,"body":"some competition in that these"},{"speaker":"John Weaver","startTime":2448.4700000000003,"endTime":2452.55,"body":"lease companies are going under."},{"speaker":"John Weaver","startTime":2452.55,"endTime":2455.9700000000003,"body":"Mosaic is gone. Sonova is gone"},{"speaker":"John Weaver","startTime":2452.55,"endTime":2455.9700000000003,"body":"now. So that's going to be a"},{"speaker":"John Weaver","startTime":2455.9700000000003,"endTime":2459.57,"body":"different dynamic. And then"},{"speaker":"John Weaver","startTime":2455.9700000000003,"endTime":2459.57,"body":"we're going to have to bark at"},{"speaker":"John Weaver","startTime":2459.57,"endTime":2464.3900000000003,"body":"our distributors and be like,"},{"speaker":"John Weaver","startTime":2459.57,"endTime":2464.3900000000003,"body":"Hey guys, this resi gear. I know"},{"speaker":"John Weaver","startTime":2464.3900000000003,"endTime":2467.8100000000004,"body":"those modules are nice, but I'm"},{"speaker":"John Weaver","startTime":2464.3900000000003,"endTime":2467.8100000000004,"body":"not paying 60 cents for modules"},{"speaker":"John Weaver","startTime":2467.8100000000004,"endTime":2471.65,"body":"anymore. Friend, you want to"},{"speaker":"John Weaver","startTime":2467.8100000000004,"endTime":2471.65,"body":"sell those, you need to have an"},{"speaker":"John Weaver","startTime":2471.65,"endTime":2474.05,"body":"ROI that's going to be"},{"speaker":"John Weaver","startTime":2471.65,"endTime":2474.05,"body":"reasonable for my customers."},{"speaker":"John Weaver","startTime":2474.05,"endTime":2478.07,"body":"And, you know, I'm just gonna,"},{"speaker":"John Weaver","startTime":2474.05,"endTime":2478.07,"body":"gonna have to work it that way."},{"speaker":"John Weaver","startTime":2478.2500000000005,"endTime":2481.7300000000005,"body":"And I think that we as a small"},{"speaker":"John Weaver","startTime":2478.2500000000005,"endTime":2481.7300000000005,"body":"residential company that is"},{"speaker":"John Weaver","startTime":2481.7300000000005,"endTime":2485.59,"body":"backed by a commercial company"},{"speaker":"John Weaver","startTime":2481.7300000000005,"endTime":2485.59,"body":"that has existing"},{"speaker":"John Weaver","startTime":2485.59,"endTime":2489.13,"body":"infrastructure. It'll make it"},{"speaker":"John Weaver","startTime":2485.59,"endTime":2489.13,"body":"work. I think we can make it"},{"speaker":"John Weaver","startTime":2489.13,"endTime":2492.2500000000005,"body":"handle. Maybe we can handle it"},{"speaker":"John Weaver","startTime":2489.13,"endTime":2492.2500000000005,"body":"so so that, I thought that was"},{"speaker":"John Weaver","startTime":2492.2500000000005,"endTime":2495.01,"body":"interesting, that those price"},{"speaker":"John Weaver","startTime":2492.2500000000005,"endTime":2495.01,"body":"increases are going to come to"},{"speaker":"John Weaver","startTime":2495.01,"endTime":2498.01,"body":"utility scale. Those prices"},{"speaker":"John Weaver","startTime":2495.01,"endTime":2498.01,"body":"increases are going to come to"},{"speaker":"John Weaver","startTime":2498.07,"endTime":2501.7900000000004,"body":"commercial so price of energy,"},{"speaker":"John Weaver","startTime":2498.07,"endTime":2501.7900000000004,"body":"if it keeps outpacing inflation,"},{"speaker":"John Weaver","startTime":2501.7900000000004,"endTime":2505.2300000000005,"body":"can create. Current with solar"},{"speaker":"John Weaver","startTime":2501.7900000000004,"endTime":2505.2300000000005,"body":"and storage, at least holding"},{"speaker":"John Weaver","startTime":2505.2300000000005,"endTime":2508.4700000000003,"body":"flat pricing, if they can keep"},{"speaker":"John Weaver","startTime":2505.2300000000005,"endTime":2508.4700000000003,"body":"going down, that would be"},{"speaker":"John Weaver","startTime":2508.4700000000003,"endTime":2512.07,"body":"amazing, and that'll carry us,"},{"speaker":"John Weaver","startTime":2508.4700000000003,"endTime":2512.07,"body":"that'll carry us for decades"},{"speaker":"John Weaver","startTime":2512.07,"endTime":2517.65,"body":"out. Yeah, so price increase is"},{"speaker":"John Weaver","startTime":2512.07,"endTime":2517.65,"body":"terrible for people on average,"},{"speaker":"John Weaver","startTime":2518.13,"endTime":2523.2500000000005,"body":"good for us, bad for the average"},{"speaker":"John Weaver","startTime":2518.13,"endTime":2523.2500000000005,"body":"family. But maybe it's good that"},{"speaker":"John Weaver","startTime":2523.2500000000005,"endTime":2526.01,"body":"we pay a little more for energy,"},{"speaker":"John Weaver","startTime":2523.2500000000005,"endTime":2526.01,"body":"because, listen, if we don't"},{"speaker":"John Weaver","startTime":2526.01,"endTime":2529.4900000000002,"body":"have carbon taxes built in,"},{"speaker":"John Weaver","startTime":2526.01,"endTime":2529.4900000000002,"body":"we're getting away cheap anyway,"},{"speaker":"John Weaver","startTime":2529.61,"endTime":2533.63,"body":"and we're stealing from our"},{"speaker":"John Weaver","startTime":2529.61,"endTime":2533.63,"body":"kids. So one way or another, we"},{"speaker":"John Weaver","startTime":2533.63,"endTime":2539.57,"body":"got to manage this. That's it."},{"speaker":"John Weaver","startTime":2533.63,"endTime":2539.57,"body":"Tim, that's my news. I got"},{"speaker":"John Weaver","startTime":2539.63,"endTime":2543.9700000000003,"body":"Boatload more. We only got so"},{"speaker":"John Weaver","startTime":2539.63,"endTime":2543.9700000000003,"body":"much time. Man, no shortage of"},{"speaker":"John Weaver","startTime":2543.9700000000003,"endTime":2547.09,"body":"news. We got new perovskite"},{"speaker":"John Weaver","startTime":2543.9700000000003,"endTime":2547.09,"body":"record. Did you see that one?"},{"speaker":"John Weaver","startTime":2547.09,"endTime":2552.07,"body":"The next article, 829 watts for"},{"speaker":"John Weaver","startTime":2547.09,"endTime":2552.07,"body":"a utility scale module. You"},{"speaker":"John Weaver","startTime":2552.07,"endTime":2556.03,"body":"know, got a so much news. We"},{"speaker":"John Weaver","startTime":2552.07,"endTime":2556.03,"body":"could talk about good stuff"},{"speaker":"John Weaver","startTime":2556.03,"endTime":2559.3900000000003,"body":"going on, challenging, you know,"},{"speaker":"John Weaver","startTime":2556.03,"endTime":2559.3900000000003,"body":"challenging this week, we might"},{"speaker":"John Weaver","startTime":2559.3900000000003,"endTime":2562.3900000000003,"body":"start to see a version of the of"},{"speaker":"John Weaver","startTime":2559.3900000000003,"endTime":2562.3900000000003,"body":"the document coming from the"},{"speaker":"John Weaver","startTime":2562.3900000000003,"endTime":2567.2700000000004,"body":"Senate this next week, so we'll"},{"speaker":"John Weaver","startTime":2562.3900000000003,"endTime":2567.2700000000004,"body":"see. I'm hearing hopeful that"},{"speaker":"John Weaver","startTime":2567.4500000000003,"endTime":2571.11,"body":"the House bill, the terrible"},{"speaker":"John Weaver","startTime":2567.4500000000003,"endTime":2571.11,"body":"one, might get pulled back on a"},{"speaker":"John Weaver","startTime":2571.11,"endTime":2573.8700000000003,"body":"couple of items. So we won't"},{"speaker":"John Weaver","startTime":2571.11,"endTime":2573.8700000000003,"body":"have this 60 day thing. We might"},{"speaker":"John Weaver","startTime":2573.8700000000003,"endTime":2577.53,"body":"have 2028, but, but I don't"},{"speaker":"John Weaver","startTime":2573.8700000000003,"endTime":2577.53,"body":"know. I don't know anything"},{"speaker":"John Weaver","startTime":2577.53,"endTime":2582.59,"body":"anymore. I'm not a not that"},{"speaker":"John Weaver","startTime":2577.53,"endTime":2582.59,"body":"politically connected, and all"},{"speaker":"John Weaver","startTime":2582.59,"endTime":2587.3900000000003,"body":"my senators vote a certain way."},{"speaker":"John Weaver","startTime":2582.59,"endTime":2587.3900000000003,"body":"So So call your senators, if you"},{"speaker":"John Weaver","startTime":2587.3900000000003,"endTime":2593.2700000000004,"body":"live in a state that has has"},{"speaker":"John Weaver","startTime":2587.3900000000003,"endTime":2593.2700000000004,"body":"Republican senators, and give"},{"speaker":"John Weaver","startTime":2593.2700000000004,"endTime":2596.57,"body":"them, give them some feedback"},{"speaker":"John Weaver","startTime":2593.2700000000004,"endTime":2596.57,"body":"about your opinion on the IRA"},{"speaker":"John Weaver","startTime":2596.57,"endTime":2599.09,"body":"and whether you think it"},{"speaker":"John Weaver","startTime":2596.57,"endTime":2599.09,"body":"matters, because that can create"},{"speaker":"John Weaver","startTime":2599.09,"endTime":2603.07,"body":"value for us. And you know,"},{"speaker":"John Weaver","startTime":2599.09,"endTime":2603.07,"body":"those are the people voting"},{"speaker":"John Weaver","startTime":2603.07,"endTime":2606.9100000000003,"body":"right now, Republican senators,"},{"speaker":"John Weaver","startTime":2603.07,"endTime":2606.9100000000003,"body":"54 of them. Give them a phone"},{"speaker":"John Weaver","startTime":2606.9100000000003,"endTime":2608.7700000000004,"body":"call. 54 people,"},{"speaker":"Tim Montague","startTime":2609.9100000000003,"endTime":2613.7500000000005,"body":"for sure. Call"},{"speaker":"Tim Montague","startTime":2609.9100000000003,"endTime":2613.7500000000005,"body":"your senators, let them know you"},{"speaker":"Tim Montague","startTime":2613.7500000000005,"endTime":2617.7700000000004,"body":"care about the energy"},{"speaker":"Tim Montague","startTime":2613.7500000000005,"endTime":2617.7700000000004,"body":"transition. It means jobs and"},{"speaker":"Tim Montague","startTime":2617.7700000000004,"endTime":2621.2500000000005,"body":"tax revenue. I did a great"},{"speaker":"Tim Montague","startTime":2617.7700000000004,"endTime":2621.2500000000005,"body":"interview with ser Strategic"},{"speaker":"Tim Montague","startTime":2621.2500000000005,"endTime":2626.4900000000002,"body":"Economic Research, small company"},{"speaker":"Tim Montague","startTime":2621.2500000000005,"endTime":2626.4900000000002,"body":"here in Bloomington, normal with"},{"speaker":"Tim Montague","startTime":2627.3300000000004,"endTime":2630.69,"body":"it's the Loomis family. Dave"},{"speaker":"Tim Montague","startTime":2627.3300000000004,"endTime":2630.69,"body":"Loomis is the founder. I had"},{"speaker":"Tim Montague","startTime":2630.69,"endTime":2633.21,"body":"Ethan Loomis, his son on the"},{"speaker":"Tim Montague","startTime":2630.69,"endTime":2633.21,"body":"show. And we're talking about"},{"speaker":"Tim Montague","startTime":2633.21,"endTime":2639.2700000000004,"body":"how utility, solar and wind"},{"speaker":"Tim Montague","startTime":2633.21,"endTime":2639.2700000000004,"body":"projects have economic impacts,"},{"speaker":"Tim Montague","startTime":2639.51,"endTime":2645.3500000000004,"body":"mostly tax revenue for local"},{"speaker":"Tim Montague","startTime":2639.51,"endTime":2645.3500000000004,"body":"counties and for for the school"},{"speaker":"Tim Montague","startTime":2645.3500000000004,"endTime":2647.9900000000002,"body":"districts in a rural county, it"},{"speaker":"Tim Montague","startTime":2645.3500000000004,"endTime":2647.9900000000002,"body":"can be more than a million"},{"speaker":"Tim Montague","startTime":2647.9900000000002,"endTime":2652.01,"body":"dollars a year just one utility"},{"speaker":"Tim Montague","startTime":2647.9900000000002,"endTime":2652.01,"body":"project. That's a lot of money"},{"speaker":"Tim Montague","startTime":2652.01,"endTime":2655.2500000000005,"body":"for these school districts that"},{"speaker":"Tim Montague","startTime":2652.01,"endTime":2655.2500000000005,"body":"are generally hurting. So check"},{"speaker":"Tim Montague","startTime":2655.2500000000005,"endTime":2659.4500000000003,"body":"it out at clean power hour.com"},{"speaker":"Tim Montague","startTime":2655.2500000000005,"endTime":2659.4500000000003,"body":"click on the work with Tim tab."},{"speaker":"Tim Montague","startTime":2659.4500000000003,"endTime":2664.63,"body":"I am interviewing EPCs who want"},{"speaker":"Tim Montague","startTime":2659.4500000000003,"endTime":2664.63,"body":"to transition into large CNI"},{"speaker":"Tim Montague","startTime":2664.63,"endTime":2668.11,"body":"solar. If you are on that"},{"speaker":"Tim Montague","startTime":2664.63,"endTime":2668.11,"body":"journey, reach out to me. That's"},{"speaker":"Tim Montague","startTime":2668.11,"endTime":2674.65,"body":"one of the things I do. I am"},{"speaker":"Tim Montague","startTime":2668.11,"endTime":2674.65,"body":"gasoline for that engine. And as"},{"speaker":"Tim Montague","startTime":2674.65,"endTime":2677.05,"body":"always, John, how can our"},{"speaker":"Tim Montague","startTime":2674.65,"endTime":2677.05,"body":"listeners find you"},{"speaker":"John Weaver","startTime":2677.71,"endTime":2681.01,"body":"commercial solar"},{"speaker":"John Weaver","startTime":2677.71,"endTime":2681.01,"body":"guy.com that is our home."},{"speaker":"John Weaver","startTime":2683.11,"endTime":2688.4700000000003,"body":"508-499-9786, 508-499-9786, but"},{"speaker":"John Weaver","startTime":2683.11,"endTime":2688.4700000000003,"body":"commercial solar guy.com that's"},{"speaker":"John Weaver","startTime":2688.4700000000003,"endTime":2691.8900000000003,"body":"where I'm always at give us a"},{"speaker":"John Weaver","startTime":2688.4700000000003,"endTime":2691.8900000000003,"body":"call. We're located in the"},{"speaker":"John Weaver","startTime":2691.8900000000003,"endTime":2696.03,"body":"northeast. Mostly. We're an EPC"},{"speaker":"John Weaver","startTime":2691.8900000000003,"endTime":2696.03,"body":"and a developer. So we can build"},{"speaker":"John Weaver","startTime":2696.03,"endTime":2700.2900000000004,"body":"your project from Greenfield to"},{"speaker":"John Weaver","startTime":2696.03,"endTime":2700.2900000000004,"body":"the end. You can also find me on"},{"speaker":"John Weaver","startTime":2700.2900000000004,"endTime":2704.4500000000003,"body":"PV magazine USA. It's where I"},{"speaker":"John Weaver","startTime":2700.2900000000004,"endTime":2704.4500000000003,"body":"write eight articles a month,"},{"speaker":"John Weaver","startTime":2704.8100000000004,"endTime":2709.3700000000003,"body":"try and teach the world a"},{"speaker":"John Weaver","startTime":2704.8100000000004,"endTime":2709.3700000000003,"body":"little, teach myself and and"},{"speaker":"John Weaver","startTime":2709.3700000000003,"endTime":2715.61,"body":"that. And Tim, what's your"},{"speaker":"John Weaver","startTime":2709.3700000000003,"endTime":2715.61,"body":"favorite sized EPC? Like, what?"},{"speaker":"John Weaver","startTime":2715.61,"endTime":2717.9500000000003,"body":"Like, what's the what's the key?"},{"speaker":"John Weaver","startTime":2715.61,"endTime":2717.9500000000003,"body":"Like, what have you found that"},{"speaker":"John Weaver","startTime":2717.9500000000003,"endTime":2719.2700000000004,"body":"you can help the most?"},{"speaker":"Tim Montague","startTime":2719.3300000000004,"endTime":2723.61,"body":"Yeah, companies"},{"speaker":"Tim Montague","startTime":2719.3300000000004,"endTime":2723.61,"body":"that are doing about five to 15"},{"speaker":"Tim Montague","startTime":2723.61,"endTime":2728.17,"body":"million in sales are a great"},{"speaker":"Tim Montague","startTime":2723.61,"endTime":2728.17,"body":"sweet spot for me and and up to,"},{"speaker":"Tim Montague","startTime":2728.4700000000003,"endTime":2731.9500000000003,"body":"I would say, 50 million. Above"},{"speaker":"Tim Montague","startTime":2728.4700000000003,"endTime":2731.9500000000003,"body":"50 million, you're going to hire"},{"speaker":"Tim Montague","startTime":2731.9500000000003,"endTime":2737.4100000000003,"body":"some big, fancy Consulting Firm."},{"speaker":"Tim Montague","startTime":2731.9500000000003,"endTime":2737.4100000000003,"body":"I'm a solopreneur. I cut my"},{"speaker":"Tim Montague","startTime":2737.4100000000003,"endTime":2740.2300000000005,"body":"teeth working for Continental"},{"speaker":"Tim Montague","startTime":2737.4100000000003,"endTime":2740.2300000000005,"body":"energy solutions in Chicago."},{"speaker":"Tim Montague","startTime":2740.2300000000005,"endTime":2745.2300000000005,"body":"They they're doing about 30"},{"speaker":"Tim Montague","startTime":2740.2300000000005,"endTime":2745.2300000000005,"body":"megawatts a year. So if you're"},{"speaker":"Tim Montague","startTime":2745.2300000000005,"endTime":2748.05,"body":"in the you know, couple of"},{"speaker":"Tim Montague","startTime":2745.2300000000005,"endTime":2748.05,"body":"megawatts of RE and light"},{"speaker":"Tim Montague","startTime":2748.05,"endTime":2752.7300000000005,"body":"commercial, and you want to grab"},{"speaker":"Tim Montague","startTime":2748.05,"endTime":2752.7300000000005,"body":"onto a couple more megawatts a"},{"speaker":"Tim Montague","startTime":2752.7300000000005,"endTime":2757.9500000000003,"body":"year. I'm your guy, John. We"},{"speaker":"Tim Montague","startTime":2752.7300000000005,"endTime":2757.9500000000003,"body":"have a little bit of a"},{"speaker":"Tim Montague","startTime":2757.9500000000003,"endTime":2761.4300000000003,"body":"scheduling challenge ahead of"},{"speaker":"Tim Montague","startTime":2757.9500000000003,"endTime":2761.4300000000003,"body":"us. So, you know, normally, we"},{"speaker":"Tim Montague","startTime":2761.4300000000003,"endTime":2766.2500000000005,"body":"do this every two weeks, but,"},{"speaker":"Tim Montague","startTime":2761.4300000000003,"endTime":2766.2500000000005,"body":"yeah, I am going to be sailing"},{"speaker":"Tim Montague","startTime":2766.2500000000005,"endTime":2772.67,"body":"in the national flying Scott"},{"speaker":"Tim Montague","startTime":2766.2500000000005,"endTime":2772.67,"body":"regatta on June 27 in two weeks."},{"speaker":"Tim Montague","startTime":2772.9100000000003,"endTime":2776.63,"body":"Awesome, if all goes well, if"},{"speaker":"Tim Montague","startTime":2772.9100000000003,"endTime":2776.63,"body":"there's wind, it's happening at"},{"speaker":"Tim Montague","startTime":2776.63,"endTime":2779.51,"body":"a lake in Illinois called"},{"speaker":"Tim Montague","startTime":2776.63,"endTime":2779.51,"body":"Carlisle, which is three hours"},{"speaker":"Tim Montague","startTime":2779.51,"endTime":2783.61,"body":"south of us here. And then the"},{"speaker":"Tim Montague","startTime":2779.51,"endTime":2783.61,"body":"following Friday is the fourth"},{"speaker":"Tim Montague","startTime":2783.61,"endTime":2787.69,"body":"of July holiday, so we can't do"},{"speaker":"Tim Montague","startTime":2783.61,"endTime":2787.69,"body":"that. So maybe we do one next"},{"speaker":"Tim Montague","startTime":2787.69,"endTime":2790.3900000000003,"body":"Friday, or we are going to wait"},{"speaker":"Tim Montague","startTime":2787.69,"endTime":2790.3900000000003,"body":"three Fridays. I don't know."},{"speaker":"Tim Montague","startTime":2790.3900000000003,"endTime":2791.9500000000003,"body":"It's your call. Oh, I'm"},{"speaker":"John Weaver","startTime":2791.9500000000003,"endTime":2793.69,"body":"gonna make a"},{"speaker":"John Weaver","startTime":2791.9500000000003,"endTime":2793.69,"body":"suggestion that we move it to"},{"speaker":"John Weaver","startTime":2793.69,"endTime":2797.3500000000004,"body":"Thursday the 26th but we'll talk"},{"speaker":"John Weaver","startTime":2793.69,"endTime":2797.3500000000004,"body":"about it offline. We don't want"},{"speaker":"John Weaver","startTime":2797.3500000000004,"endTime":2801.3100000000004,"body":"our people bothered too much by"},{"speaker":"John Weaver","startTime":2797.3500000000004,"endTime":2801.3100000000004,"body":"our scheduling conflict. Let's"},{"speaker":"John Weaver","startTime":2801.3100000000004,"endTime":2804.69,"body":"talk about solar panels. And"},{"speaker":"John Weaver","startTime":2801.3100000000004,"endTime":2804.69,"body":"batteries and stuff. So, so"},{"speaker":"John Weaver","startTime":2804.69,"endTime":2808.4700000000003,"body":"cool. I hope you have a"},{"speaker":"John Weaver","startTime":2804.69,"endTime":2808.4700000000003,"body":"wonderful time on a lake, doing"},{"speaker":"John Weaver","startTime":2808.4700000000003,"endTime":2810.21,"body":"sailing stuff that sounds"},{"speaker":"John Weaver","startTime":2808.4700000000003,"endTime":2810.21,"body":"awesome."},{"speaker":"Tim Montague","startTime":2812.55,"endTime":2814.2900000000004,"body":"With that, I'll"},{"speaker":"Tim Montague","startTime":2812.55,"endTime":2814.2900000000004,"body":"say, let's grow solar and"},{"speaker":"Tim Montague","startTime":2814.2900000000004,"endTime":2816.3300000000004,"body":"storage. Thanks so much, John,"},{"speaker":"Tim Montague","startTime":2814.2900000000004,"endTime":2816.3300000000004,"body":"Yep, see ya."}]}