{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":51.38,"endTime":54.571,"body":"Tim, welcome to"},{"speaker":"Tim Montague","startTime":51.38,"endTime":54.571,"body":"the Clean Power Hour live. It's"},{"speaker":"Tim Montague","startTime":54.638,"endTime":58.78,"body":"Friday, July the 11th. I'm Tim"},{"speaker":"Tim Montague","startTime":54.638,"endTime":58.78,"body":"Montague, your host. Check out"},{"speaker":"Tim Montague","startTime":58.848,"endTime":62.786,"body":"all of our content at Clean"},{"speaker":"Tim Montague","startTime":58.848,"endTime":62.786,"body":"Power Hour cleanpowerhour.com,"},{"speaker":"Tim Montague","startTime":62.854,"endTime":66.792,"body":"and with that, I will welcome my"},{"speaker":"Tim Montague","startTime":62.854,"endTime":66.792,"body":"co host, John Weaver, the"},{"speaker":"Tim Montague","startTime":66.86,"endTime":69.44,"body":"commercial solar guy, what's up,"},{"speaker":"Tim Montague","startTime":66.86,"endTime":69.44,"body":"dude,"},{"speaker":"John Weaver","startTime":69.44,"endTime":71.72,"body":"were you going to"},{"speaker":"John Weaver","startTime":69.44,"endTime":71.72,"body":"say cleanpower.live. Tim,"},{"speaker":"John Weaver","startTime":71.773,"endTime":74.319,"body":"because it sounded like you were"},{"speaker":"John Weaver","startTime":71.773,"endTime":74.319,"body":"about to say, I"},{"speaker":"Tim Montague","startTime":74.319,"endTime":76.718,"body":"probably have the"},{"speaker":"Tim Montague","startTime":74.319,"endTime":76.718,"body":"dot live. But anyway,"},{"speaker":"Tim Montague","startTime":76.78,"endTime":80.102,"body":"cleanpowerhour.com. We're"},{"speaker":"Tim Montague","startTime":76.78,"endTime":80.102,"body":"breaking down the latest and"},{"speaker":"Tim Montague","startTime":80.164,"endTime":83.979,"body":"greatest in solar, batteries and"},{"speaker":"Tim Montague","startTime":80.164,"endTime":83.979,"body":"other renewable technologies."},{"speaker":"Tim Montague","startTime":84.03999999999999,"endTime":87.97800000000001,"body":"We're going to be talking about"},{"speaker":"Tim Montague","startTime":84.03999999999999,"endTime":87.97800000000001,"body":"the BBB, the big, beautiful bill"},{"speaker":"Tim Montague","startTime":88.03999999999999,"endTime":91.793,"body":"that's not so beautiful this for"},{"speaker":"Tim Montague","startTime":88.03999999999999,"endTime":91.793,"body":"the solar industry. But rest"},{"speaker":"Tim Montague","startTime":91.854,"endTime":95.362,"body":"assured, there is a future for"},{"speaker":"Tim Montague","startTime":91.854,"endTime":95.362,"body":"clean energy in the United"},{"speaker":"Tim Montague","startTime":95.423,"endTime":99.30000000000001,"body":"States and elsewhere. Would you"},{"speaker":"Tim Montague","startTime":95.423,"endTime":99.30000000000001,"body":"agree or disagree? John Weaver,"},{"speaker":"John Weaver","startTime":100.32,"endTime":102.6,"body":"I mean, else are"},{"speaker":"John Weaver","startTime":100.32,"endTime":102.6,"body":"without a doubt. I mean, we"},{"speaker":"John Weaver","startTime":102.66,"endTime":105.72,"body":"could talk about New headlines"},{"speaker":"John Weaver","startTime":102.66,"endTime":105.72,"body":"around the world of new capacity"},{"speaker":"John Weaver","startTime":105.72,"endTime":109.44,"body":"growing so it's only us who are"},{"speaker":"John Weaver","startTime":105.72,"endTime":109.44,"body":"going to get kicked in the face."},{"speaker":"John Weaver","startTime":109.80000000000001,"endTime":114.32,"body":"That's just the reality. But"},{"speaker":"John Weaver","startTime":109.80000000000001,"endTime":114.32,"body":"elsewhere, it's great. You know,"},{"speaker":"John Weaver","startTime":114.32,"endTime":117.74,"body":"the headlines just show it"},{"speaker":"John Weaver","startTime":114.32,"endTime":117.74,"body":"constantly happening. So it's"},{"speaker":"John Weaver","startTime":117.74,"endTime":121.76,"body":"and it's going to be good here"},{"speaker":"John Weaver","startTime":117.74,"endTime":121.76,"body":"too. It's going to be complex."},{"speaker":"John Weaver","startTime":121.76,"endTime":126.92,"body":"Might take some time, and solar"},{"speaker":"John Weaver","startTime":121.76,"endTime":126.92,"body":"and wind just gotta, you know,"},{"speaker":"John Weaver","startTime":126.92,"endTime":130.76,"body":"punch in the face. And we have"},{"speaker":"John Weaver","startTime":126.92,"endTime":130.76,"body":"some other dynamics, but that's"},{"speaker":"John Weaver","startTime":130.76,"endTime":134.62,"body":"just the nature of our politics"},{"speaker":"John Weaver","startTime":130.76,"endTime":134.62,"body":"at this stage. So, so we'll"},{"speaker":"John Weaver","startTime":134.62,"endTime":138.28,"body":"grow, we'll evolve, and, yeah,"},{"speaker":"John Weaver","startTime":134.62,"endTime":138.28,"body":"continue. I mean, we're"},{"speaker":"Tim Montague","startTime":138.28,"endTime":143.01999999999998,"body":"gonna, we're gonna"},{"speaker":"Tim Montague","startTime":138.28,"endTime":143.01999999999998,"body":"put a story about Norton rose on"},{"speaker":"Tim Montague","startTime":143.07999999999998,"endTime":147.7,"body":"the screen here in a second. But"},{"speaker":"Tim Montague","startTime":143.07999999999998,"endTime":147.7,"body":"I wanted to share John with you"},{"speaker":"Tim Montague","startTime":147.88,"endTime":152.57999999999998,"body":"one of my thoughts about this,"},{"speaker":"Tim Montague","startTime":147.88,"endTime":152.57999999999998,"body":"and that is, yes, there's going"},{"speaker":"Tim Montague","startTime":152.57999999999998,"endTime":155.88,"body":"to be a contraction in the solar"},{"speaker":"Tim Montague","startTime":152.57999999999998,"endTime":155.88,"body":"industry. When you take away the"},{"speaker":"Tim Montague","startTime":155.88,"endTime":159.66,"body":"ITC, that's going to cause a"},{"speaker":"Tim Montague","startTime":155.88,"endTime":159.66,"body":"contraction, and it's going to"},{"speaker":"Tim Montague","startTime":159.66,"endTime":165.48000000000002,"body":"hit the residential market first"},{"speaker":"Tim Montague","startTime":159.66,"endTime":165.48000000000002,"body":"and then commercial in the long"},{"speaker":"Tim Montague","startTime":165.48000000000002,"endTime":171.01999999999998,"body":"run, I think about the grid and"},{"speaker":"Tim Montague","startTime":165.48000000000002,"endTime":171.01999999999998,"body":"the needs that we have with a"},{"speaker":"Tim Montague","startTime":171.01999999999998,"endTime":175.7,"body":"growing economy, with the growth"},{"speaker":"Tim Montague","startTime":171.01999999999998,"endTime":175.7,"body":"of AI data centers, the growth"},{"speaker":"Tim Montague","startTime":175.7,"endTime":178.57999999999998,"body":"of electrification, of"},{"speaker":"Tim Montague","startTime":175.7,"endTime":178.57999999999998,"body":"transportation and everything,"},{"speaker":"Tim Montague","startTime":179.42,"endTime":182.66,"body":"we need a lot more juice. And so"},{"speaker":"Tim Montague","startTime":179.42,"endTime":182.66,"body":"if you're a power plant"},{"speaker":"Tim Montague","startTime":182.66,"endTime":185.78,"body":"operator, you're putting your"},{"speaker":"Tim Montague","startTime":182.66,"endTime":185.78,"body":"cards on the table going, Okay,"},{"speaker":"Tim Montague","startTime":185.78,"endTime":189.92,"body":"I've got nuclear, I've got"},{"speaker":"Tim Montague","startTime":185.78,"endTime":189.92,"body":"hydro, I've got coal, I've got"},{"speaker":"Tim Montague","startTime":189.92,"endTime":193.3,"body":"gas, I've got wind, I've got"},{"speaker":"Tim Montague","startTime":189.92,"endTime":193.3,"body":"solar, I've got batteries, and"},{"speaker":"Tim Montague","startTime":193.3,"endTime":197.2,"body":"I'm thinking five years at least"},{"speaker":"Tim Montague","startTime":193.3,"endTime":197.2,"body":"into the future, going what is"},{"speaker":"Tim Montague","startTime":197.2,"endTime":201.94,"body":"going to be my LCOE and my best"},{"speaker":"Tim Montague","startTime":197.2,"endTime":201.94,"body":"bet for me and my investors, and"},{"speaker":"Tim Montague","startTime":201.94,"endTime":205.54,"body":"you know what John solar and"},{"speaker":"Tim Montague","startTime":201.94,"endTime":205.54,"body":"wind and batteries are going to"},{"speaker":"Tim Montague","startTime":205.54,"endTime":210.7,"body":"float to the top of that list"},{"speaker":"Tim Montague","startTime":205.54,"endTime":210.7,"body":"almost every Time, despite the"},{"speaker":"Tim Montague","startTime":210.76,"endTime":215.58,"body":"ITC situation and the fioc, the"},{"speaker":"Tim Montague","startTime":210.76,"endTime":215.58,"body":"fioc is more problematic, in my"},{"speaker":"Tim Montague","startTime":215.58,"endTime":221.34,"body":"opinion, the foreign entities of"},{"speaker":"Tim Montague","startTime":215.58,"endTime":221.34,"body":"concern, China, Iran, North"},{"speaker":"Tim Montague","startTime":221.34,"endTime":224.34,"body":"Korea and Russia. China is the"},{"speaker":"Tim Montague","startTime":221.34,"endTime":224.34,"body":"only one that really matters"},{"speaker":"Tim Montague","startTime":224.34,"endTime":228.36,"body":"here, because none of those"},{"speaker":"Tim Montague","startTime":224.34,"endTime":228.36,"body":"other countries make solar"},{"speaker":"Tim Montague","startTime":228.36,"endTime":232.94,"body":"equipment at any scale, but"},{"speaker":"Tim Montague","startTime":228.36,"endTime":232.94,"body":"China makes 70 plus percent of"},{"speaker":"Tim Montague","startTime":232.94,"endTime":235.16,"body":"our solar equipment. So where"},{"speaker":"Tim Montague","startTime":232.94,"endTime":235.16,"body":"are we going to get all these"},{"speaker":"Tim Montague","startTime":235.16,"endTime":240.56,"body":"solar cells, inverters, inverter"},{"speaker":"Tim Montague","startTime":235.16,"endTime":240.56,"body":"parts, okay, yeah, everything's"},{"speaker":"Tim Montague","startTime":240.56,"endTime":245.06,"body":"being made in Southeast Asia"},{"speaker":"Tim Montague","startTime":240.56,"endTime":245.06,"body":"now. But is the Fiat gonna jam"},{"speaker":"Tim Montague","startTime":245.06,"endTime":245.78,"body":"that up? John,"},{"speaker":"John Weaver","startTime":248.12,"endTime":251.0,"body":"um, it's gonna add"},{"speaker":"John Weaver","startTime":248.12,"endTime":251.0,"body":"some complexity, without a"},{"speaker":"John Weaver","startTime":251.0,"endTime":255.76,"body":"doubt. You know, if it's just"},{"speaker":"John Weaver","startTime":251.0,"endTime":255.76,"body":"wafers and polysilicon that are"},{"speaker":"John Weaver","startTime":255.76,"endTime":258.4,"body":"coming from China, we're going"},{"speaker":"John Weaver","startTime":255.76,"endTime":258.4,"body":"to be able to manage it, because"},{"speaker":"John Weaver","startTime":258.4,"endTime":262.48,"body":"there's a lot of value add that"},{"speaker":"John Weaver","startTime":258.4,"endTime":262.48,"body":"occurs between a wafer and a"},{"speaker":"John Weaver","startTime":262.48,"endTime":266.74,"body":"solar panel. So wafer is going"},{"speaker":"John Weaver","startTime":262.48,"endTime":266.74,"body":"to be one to two cents per watt"},{"speaker":"John Weaver","startTime":267.1,"endTime":271.68,"body":"out of a module that we're going"},{"speaker":"John Weaver","startTime":267.1,"endTime":271.68,"body":"to pay 30 to 40 cents for, and"},{"speaker":"John Weaver","startTime":271.68,"endTime":275.22,"body":"if we double or triple the price"},{"speaker":"John Weaver","startTime":271.68,"endTime":275.22,"body":"importing the wafer, still going"},{"speaker":"John Weaver","startTime":275.22,"endTime":279.12,"body":"to be a six cent wafer or an"},{"speaker":"John Weaver","startTime":275.22,"endTime":279.12,"body":"eight cent wafer, or whatever it"},{"speaker":"John Weaver","startTime":279.12,"endTime":283.74,"body":"is, and it's going to be less"},{"speaker":"John Weaver","startTime":279.12,"endTime":283.74,"body":"than whatever percentage it's"},{"speaker":"John Weaver","startTime":283.74,"endTime":289.02,"body":"necessary. But what's so for"},{"speaker":"John Weaver","startTime":283.74,"endTime":289.02,"body":"solar? For solar, particularly"},{"speaker":"John Weaver","startTime":289.02,"endTime":295.22,"body":"fioc, will, I think be okay, um,"},{"speaker":"John Weaver","startTime":289.02,"endTime":295.22,"body":"but even if solar fioc was"},{"speaker":"John Weaver","startTime":295.22,"endTime":300.91999999999996,"body":"really aggressive, you know, the"},{"speaker":"John Weaver","startTime":295.22,"endTime":300.91999999999996,"body":"ITC is going away for solar, and"},{"speaker":"John Weaver","startTime":300.91999999999996,"endTime":304.88,"body":"right there won't be a tax"},{"speaker":"John Weaver","startTime":300.91999999999996,"endTime":304.88,"body":"credit in two years or in 2028"},{"speaker":"John Weaver","startTime":305.48,"endTime":306.98,"body":"so who cares?"},{"speaker":"Tim Montague","startTime":306.98,"endTime":309.67999999999995,"body":"So the Fiat"},{"speaker":"Tim Montague","startTime":306.98,"endTime":309.67999999999995,"body":"doesn't apply or doesn't impact"},{"speaker":"Tim Montague","startTime":309.67999999999995,"endTime":311.41999999999996,"body":"anything except the ITC,"},{"speaker":"John Weaver","startTime":312.259,"endTime":314.97900000000004,"body":"yeah, yeah, it's,"},{"speaker":"John Weaver","startTime":312.259,"endTime":314.97900000000004,"body":"and that's, in essence, you, you"},{"speaker":"John Weaver","startTime":314.97900000000004,"endTime":319.95899999999995,"body":"become ineligible for, for the"},{"speaker":"John Weaver","startTime":314.97900000000004,"endTime":319.95899999999995,"body":"ITC, okay, your Fiat stuff is"},{"speaker":"John Weaver","startTime":319.95899999999995,"endTime":325.899,"body":"off. So for solar, it's going"},{"speaker":"John Weaver","startTime":319.95899999999995,"endTime":325.899,"body":"away, yeah, and, but with, with"},{"speaker":"John Weaver","startTime":325.899,"endTime":330.45899999999995,"body":"other stuff, it's going to be,"},{"speaker":"John Weaver","startTime":325.899,"endTime":330.45899999999995,"body":"you know, batteries, it will"},{"speaker":"John Weaver","startTime":330.45899999999995,"endTime":334.619,"body":"different. So we'll have to, you"},{"speaker":"John Weaver","startTime":330.45899999999995,"endTime":334.619,"body":"know, with batteries, it can be"},{"speaker":"John Weaver","startTime":334.619,"endTime":337.259,"body":"a little more complex, because"},{"speaker":"John Weaver","startTime":334.619,"endTime":337.259,"body":"batteries are coming, they're"},{"speaker":"John Weaver","startTime":337.499,"endTime":342.119,"body":"going to keep growing. They have"},{"speaker":"John Weaver","startTime":337.499,"endTime":342.119,"body":"the ITC through 2033, and right"},{"speaker":"John Weaver","startTime":342.119,"endTime":345.179,"body":"now battery cells are Chinese."},{"speaker":"John Weaver","startTime":342.119,"endTime":345.179,"body":"Now we do have South Korean"},{"speaker":"John Weaver","startTime":345.179,"endTime":347.999,"body":"battery cells. We do have"},{"speaker":"John Weaver","startTime":345.179,"endTime":347.999,"body":"Japanese battery cells. We do"},{"speaker":"John Weaver","startTime":347.999,"endTime":353.83900000000006,"body":"have some US battery cells. But"},{"speaker":"John Weaver","startTime":347.999,"endTime":353.83900000000006,"body":"the real cost competitive"},{"speaker":"John Weaver","startTime":353.83900000000006,"endTime":357.85900000000004,"body":"systems are coming out of China."},{"speaker":"John Weaver","startTime":353.83900000000006,"endTime":357.85900000000004,"body":"So yeah. So yeah, Fiat is going"},{"speaker":"John Weaver","startTime":357.85900000000004,"endTime":358.759,"body":"to be a challenge."},{"speaker":"Tim Montague","startTime":361.039,"endTime":364.159,"body":"Yeah, and the"},{"speaker":"Tim Montague","startTime":361.039,"endTime":364.159,"body":"industry has been through"},{"speaker":"Tim Montague","startTime":364.159,"endTime":368.659,"body":"challenges, maybe not quite as"},{"speaker":"Tim Montague","startTime":364.159,"endTime":368.659,"body":"severe as this. I don't know. I"},{"speaker":"Tim Montague","startTime":368.659,"endTime":372.759,"body":"have not been through a down"},{"speaker":"Tim Montague","startTime":368.659,"endTime":372.759,"body":"period as great as this. I got"},{"speaker":"Tim Montague","startTime":372.759,"endTime":379.47900000000004,"body":"into solar in 2016 so I heard"},{"speaker":"Tim Montague","startTime":372.759,"endTime":379.47900000000004,"body":"Nico Johnson on Barry cinnamon"},{"speaker":"Tim Montague","startTime":379.47900000000004,"endTime":382.659,"body":"show saying that he's been"},{"speaker":"Tim Montague","startTime":379.47900000000004,"endTime":382.659,"body":"through two other downturns, and"},{"speaker":"Tim Montague","startTime":382.659,"endTime":391.19899999999996,"body":"he got in, I think, in the early"},{"speaker":"Tim Montague","startTime":382.659,"endTime":391.19899999999996,"body":"2000s What are your takeaways"},{"speaker":"Tim Montague","startTime":391.19899999999996,"endTime":394.619,"body":"from the Norton rose Fulbright"},{"speaker":"Tim Montague","startTime":391.19899999999996,"endTime":394.619,"body":"article."},{"speaker":"John Weaver","startTime":397.02,"endTime":399.17999999999995,"body":"For this one, I"},{"speaker":"John Weaver","startTime":397.02,"endTime":399.17999999999995,"body":"wanted to just bring it up for"},{"speaker":"John Weaver","startTime":399.24,"endTime":402.12,"body":"everybody to have access to."},{"speaker":"John Weaver","startTime":399.24,"endTime":402.12,"body":"This is was shared on my"},{"speaker":"John Weaver","startTime":402.12,"endTime":405.72,"body":"LinkedIn and on my blue sky"},{"speaker":"John Weaver","startTime":402.12,"endTime":405.72,"body":"account. This is a good document"},{"speaker":"John Weaver","startTime":405.72,"endTime":409.08000000000004,"body":"from somebody who's really in"},{"speaker":"John Weaver","startTime":405.72,"endTime":409.08000000000004,"body":"the know on these and if you"},{"speaker":"John Weaver","startTime":409.08000000000004,"endTime":411.5,"body":"guys want to, if you want to"},{"speaker":"John Weaver","startTime":409.08000000000004,"endTime":411.5,"body":"read some stuff about the"},{"speaker":"John Weaver","startTime":411.62,"endTime":414.62,"body":"changes in the laws and what to"},{"speaker":"John Weaver","startTime":411.62,"endTime":414.62,"body":"learn about. This is a great"},{"speaker":"John Weaver","startTime":414.62,"endTime":418.22,"body":"place to start. It just, it just"},{"speaker":"John Weaver","startTime":414.62,"endTime":418.22,"body":"has a lot of great, high level"},{"speaker":"John Weaver","startTime":418.22,"endTime":422.0,"body":"summaries. And this is the base"},{"speaker":"John Weaver","startTime":418.22,"endTime":422.0,"body":"of where my research is going to"},{"speaker":"John Weaver","startTime":422.0,"endTime":425.9,"body":"make sure I'm paying attention"},{"speaker":"John Weaver","startTime":422.0,"endTime":425.9,"body":"to it. You know, the biggest"},{"speaker":"John Weaver","startTime":425.9,"endTime":430.9,"body":"thing that matters is that"},{"speaker":"John Weaver","startTime":425.9,"endTime":430.9,"body":"projects need to get moving. You"},{"speaker":"John Weaver","startTime":430.9,"endTime":434.32000000000005,"body":"know, the solar ITC is going"},{"speaker":"John Weaver","startTime":430.9,"endTime":434.32000000000005,"body":"away. I believe at the end of"},{"speaker":"John Weaver","startTime":434.32000000000005,"endTime":441.28,"body":"this year, the solar it drops"},{"speaker":"John Weaver","startTime":434.32000000000005,"endTime":441.28,"body":"from 30% to 18% I think that's"},{"speaker":"John Weaver","startTime":441.28,"endTime":450.76,"body":"still the case. And then and"},{"speaker":"John Weaver","startTime":441.28,"endTime":450.76,"body":"2027 it drops to like 6% so I'm"},{"speaker":"John Weaver","startTime":450.76,"endTime":453.48,"body":"a little bit confused whether"},{"speaker":"John Weaver","startTime":450.76,"endTime":453.48,"body":"they kept that drop in there or"},{"speaker":"John Weaver","startTime":453.48,"endTime":456.05999999999995,"body":"whether they took it out. I"},{"speaker":"John Weaver","startTime":453.48,"endTime":456.05999999999995,"body":"think they kept it in there. But"},{"speaker":"John Weaver","startTime":456.05999999999995,"endTime":459.6,"body":"either way, at the end of 27"},{"speaker":"John Weaver","startTime":456.05999999999995,"endTime":459.6,"body":"it's gone, and your project has"},{"speaker":"John Weaver","startTime":459.6,"endTime":463.67999999999995,"body":"to be connected to the grid by"},{"speaker":"John Weaver","startTime":459.6,"endTime":463.67999999999995,"body":"the end of 27 and if you scroll"},{"speaker":"John Weaver","startTime":463.67999999999995,"endTime":467.94000000000005,"body":"up in the 48x section and the"},{"speaker":"John Weaver","startTime":463.67999999999995,"endTime":467.94000000000005,"body":"construction start, and"},{"speaker":"John Weaver","startTime":467.94000000000005,"endTime":470.88,"body":"everything you know these, you"},{"speaker":"John Weaver","startTime":467.94000000000005,"endTime":470.88,"body":"know, there's a lot of nuances"},{"speaker":"John Weaver","startTime":470.88,"endTime":473.0,"body":"to roll through here. But"},{"speaker":"John Weaver","startTime":470.88,"endTime":473.0,"body":"there's, there's a lot of"},{"speaker":"John Weaver","startTime":473.0,"endTime":475.88,"body":"construction start and"},{"speaker":"John Weaver","startTime":473.0,"endTime":475.88,"body":"construction completion date"},{"speaker":"John Weaver","startTime":475.88,"endTime":480.02,"body":"stuff that matters. There are"},{"speaker":"John Weaver","startTime":475.88,"endTime":480.02,"body":"still projects that are under"},{"speaker":"John Weaver","startTime":480.02,"endTime":484.03999999999996,"body":"construction for the prior ITC,"},{"speaker":"John Weaver","startTime":480.02,"endTime":484.03999999999996,"body":"which is now gone. So"},{"speaker":"John Weaver","startTime":484.03999999999996,"endTime":489.26,"body":"technically, the ITC is gone. It"},{"speaker":"John Weaver","startTime":484.03999999999996,"endTime":489.26,"body":"ended at the end of 2024, we're"},{"speaker":"John Weaver","startTime":489.26,"endTime":494.55999999999995,"body":"now in tech neutral credit or,"},{"speaker":"John Weaver","startTime":489.26,"endTime":494.55999999999995,"body":"yeah, energy neutral tech"},{"speaker":"John Weaver","startTime":494.55999999999995,"endTime":498.15999999999997,"body":"credit, that applies to"},{"speaker":"John Weaver","startTime":494.55999999999995,"endTime":498.15999999999997,"body":"everything. And so that's, you"},{"speaker":"John Weaver","startTime":498.15999999999997,"endTime":502.17999999999995,"body":"know, we're in a different world"},{"speaker":"John Weaver","startTime":498.15999999999997,"endTime":502.17999999999995,"body":"already with that. So what I"},{"speaker":"John Weaver","startTime":502.17999999999995,"endTime":504.15999999999997,"body":"would really do is tell"},{"speaker":"John Weaver","startTime":502.17999999999995,"endTime":504.15999999999997,"body":"everybody to go through this"},{"speaker":"John Weaver","startTime":504.22,"endTime":507.58000000000004,"body":"thing and really learn, you know"},{"speaker":"John Weaver","startTime":504.22,"endTime":507.58000000000004,"body":"what LinkedIn user just said, it"},{"speaker":"John Weaver","startTime":507.58000000000004,"endTime":510.28,"body":"didn't drop, which actually"},{"speaker":"John Weaver","startTime":507.58000000000004,"endTime":510.28,"body":"would make me really happy,"},{"speaker":"John Weaver","startTime":510.28,"endTime":515.52,"body":"because I got confused whoever's"},{"speaker":"John Weaver","startTime":510.28,"endTime":515.52,"body":"also listening to us, and they"},{"speaker":"John Weaver","startTime":515.52,"endTime":519.0,"body":"said that the ITC is if it's"},{"speaker":"John Weaver","startTime":515.52,"endTime":519.0,"body":"holding at 30% through the end"},{"speaker":"John Weaver","startTime":519.0,"endTime":523.74,"body":"of 27 that actually gives me a"},{"speaker":"John Weaver","startTime":519.0,"endTime":523.74,"body":"little headspace. I got a little"},{"speaker":"John Weaver","startTime":523.74,"endTime":526.2,"body":"wishy washy between the House"},{"speaker":"John Weaver","startTime":523.74,"endTime":526.2,"body":"version and the Senate version"},{"speaker":"John Weaver","startTime":526.2,"endTime":528.78,"body":"of what the final version is."},{"speaker":"John Weaver","startTime":526.2,"endTime":528.78,"body":"The only one that drops is the"},{"speaker":"John Weaver","startTime":528.78,"endTime":532.4,"body":"manufacturing credits as our"},{"speaker":"John Weaver","startTime":528.78,"endTime":532.4,"body":"LinkedIn user. So that sounds"},{"speaker":"John Weaver","startTime":532.4,"endTime":535.34,"body":"pretty great. If you go, I'm"},{"speaker":"John Weaver","startTime":532.4,"endTime":535.34,"body":"looking at the chat right now."},{"speaker":"John Weaver","startTime":535.34,"endTime":537.38,"body":"That's going on. Tim, yeah, and"},{"speaker":"Tim Montague","startTime":537.92,"endTime":540.2,"body":"yeah, that was my"},{"speaker":"Tim Montague","startTime":537.92,"endTime":540.2,"body":"understanding. We have until the"},{"speaker":"Tim Montague","startTime":540.2,"endTime":546.68,"body":"end of 2027, I think. But you"},{"speaker":"Tim Montague","startTime":540.2,"endTime":546.68,"body":"know, it'll be here pretty"},{"speaker":"Tim Montague","startTime":546.68,"endTime":550.4,"body":"quickly. That's the thing. You"},{"speaker":"Tim Montague","startTime":546.68,"endTime":550.4,"body":"know, commercial solar projects"},{"speaker":"Tim Montague","startTime":550.4,"endTime":555.64,"body":"take several years to develop."},{"speaker":"Tim Montague","startTime":550.4,"endTime":555.64,"body":"And yeah, this will, this will"},{"speaker":"Tim Montague","startTime":555.64,"endTime":560.5,"body":"cause a rush of projects to go"},{"speaker":"Tim Montague","startTime":555.64,"endTime":560.5,"body":"to construction, both in resi"},{"speaker":"Tim Montague","startTime":560.5,"endTime":564.28,"body":"and commercial. And then"},{"speaker":"Tim Montague","startTime":560.5,"endTime":564.28,"body":"there'll be a cliff. And"},{"speaker":"John Weaver","startTime":564.9399999999999,"endTime":567.6999999999999,"body":"it's happening with"},{"speaker":"John Weaver","startTime":564.9399999999999,"endTime":567.6999999999999,"body":"us. We got four or five resi"},{"speaker":"John Weaver","startTime":567.6999999999999,"endTime":571.1999999999999,"body":"people who are saying, hey,"},{"speaker":"John Weaver","startTime":567.6999999999999,"endTime":571.1999999999999,"body":"let's move forward. Yeah. So"},{"speaker":"John Weaver","startTime":571.1999999999999,"endTime":574.38,"body":"it's happening there. We have a"},{"speaker":"John Weaver","startTime":571.1999999999999,"endTime":574.38,"body":"couple of commercial people who"},{"speaker":"John Weaver","startTime":574.38,"endTime":576.8399999999999,"body":"are starting to reach out"},{"speaker":"John Weaver","startTime":574.38,"endTime":576.8399999999999,"body":"saying, Hey, I'm hearing this in"},{"speaker":"John Weaver","startTime":576.8399999999999,"endTime":579.12,"body":"the news. What do I got to do?"},{"speaker":"John Weaver","startTime":576.8399999999999,"endTime":579.12,"body":"Is it time to move now?"},{"speaker":"Tim Montague","startTime":579.6,"endTime":582.36,"body":"So, yeah, if"},{"speaker":"Tim Montague","startTime":579.6,"endTime":582.36,"body":"you're, if you're considering"},{"speaker":"Tim Montague","startTime":582.36,"endTime":586.92,"body":"doing a solar project, sign on"},{"speaker":"Tim Montague","startTime":582.36,"endTime":586.92,"body":"the dotted line today, and you"},{"speaker":"Tim Montague","startTime":586.92,"endTime":592.76,"body":"might capture the ITC. You know,"},{"speaker":"Tim Montague","startTime":586.92,"endTime":592.76,"body":"because for resi installers,"},{"speaker":"Tim Montague","startTime":592.8199999999999,"endTime":596.24,"body":"they're booked, and they're"},{"speaker":"Tim Montague","startTime":592.8199999999999,"endTime":596.24,"body":"going to get double booked now,"},{"speaker":"Tim Montague","startTime":596.48,"endTime":599.9,"body":"and there's only so much work"},{"speaker":"Tim Montague","startTime":596.48,"endTime":599.9,"body":"they can do in so much time. So"},{"speaker":"Tim Montague","startTime":600.38,"endTime":604.52,"body":"the window is closing on what"},{"speaker":"Tim Montague","startTime":600.38,"endTime":604.52,"body":"you can get accomplished in 2025"},{"speaker":"Tim Montague","startTime":605.78,"endTime":609.98,"body":"and you know, commercial has a"},{"speaker":"Tim Montague","startTime":605.78,"endTime":609.98,"body":"little more runway, and that's"},{"speaker":"Tim Montague","startTime":609.98,"endTime":615.3399999999999,"body":"great, as it should be. And I"},{"speaker":"Tim Montague","startTime":609.98,"endTime":615.3399999999999,"body":"just you know, so buckle up."},{"speaker":"Tim Montague","startTime":615.5799999999999,"endTime":619.18,"body":"Read this article on Norton rose"},{"speaker":"Tim Montague","startTime":615.5799999999999,"endTime":619.18,"body":"Fulbright. We'll put a link in"},{"speaker":"Tim Montague","startTime":619.36,"endTime":624.4599999999999,"body":"the show notes. The full audio"},{"speaker":"Tim Montague","startTime":619.36,"endTime":624.4599999999999,"body":"version will come out on Tuesday"},{"speaker":"Tim Montague","startTime":624.4599999999999,"endTime":628.9,"body":"with show notes, so you can look"},{"speaker":"Tim Montague","startTime":624.4599999999999,"endTime":628.9,"body":"forward to that. And anything"},{"speaker":"Tim Montague","startTime":628.9,"endTime":630.88,"body":"else about the BBB, we should"},{"speaker":"Tim Montague","startTime":628.9,"endTime":630.88,"body":"say"},{"speaker":"John Weaver","startTime":631.06,"endTime":633.12,"body":"absolutely no."},{"speaker":"John Weaver","startTime":631.06,"endTime":633.12,"body":"There's a couple of other items"},{"speaker":"John Weaver","startTime":633.12,"endTime":636.24,"body":"in this document, one of them"},{"speaker":"John Weaver","startTime":633.12,"endTime":636.24,"body":"that's positive. Actually,"},{"speaker":"John Weaver","startTime":637.26,"endTime":641.8199999999999,"body":"accelerated depreciation is"},{"speaker":"John Weaver","startTime":637.26,"endTime":641.8199999999999,"body":"back, and I think the"},{"speaker":"John Weaver","startTime":641.8199999999999,"endTime":645.9,"body":"accelerated depreciation applies"},{"speaker":"John Weaver","startTime":641.8199999999999,"endTime":645.9,"body":"to wind and solar. So if you"},{"speaker":"John Weaver","startTime":645.9,"endTime":648.12,"body":"scroll down the document, you"},{"speaker":"John Weaver","startTime":645.9,"endTime":648.12,"body":"can see where they reference"},{"speaker":"John Weaver","startTime":648.12,"endTime":652.6999999999999,"body":"depreciation. But there was."},{"speaker":"John Weaver","startTime":648.12,"endTime":652.6999999999999,"body":"Also another thing that occurred"},{"speaker":"John Weaver","startTime":654.14,"endTime":658.5799999999999,"body":"the when a solar at least I, you"},{"speaker":"John Weaver","startTime":654.14,"endTime":658.5799999999999,"body":"know, I'm not exactly sure on"},{"speaker":"John Weaver","startTime":658.5799999999999,"endTime":662.9599999999999,"body":"when, because I build solar, but"},{"speaker":"John Weaver","startTime":658.5799999999999,"endTime":662.9599999999999,"body":"solar had been moved to the five"},{"speaker":"John Weaver","startTime":662.9599999999999,"endTime":668.24,"body":"year depreciation table. So we"},{"speaker":"John Weaver","startTime":662.9599999999999,"endTime":668.24,"body":"got, you know, 20% year one, 30%"},{"speaker":"John Weaver","startTime":668.6,"endTime":673.12,"body":"year two, two years of 19% then"},{"speaker":"John Weaver","startTime":668.6,"endTime":673.12,"body":"11% then 5% and that was our"},{"speaker":"John Weaver","startTime":673.12,"endTime":676.9,"body":"depreciation table for solar,"},{"speaker":"John Weaver","startTime":673.12,"endTime":676.9,"body":"and then occasion. And right now"},{"speaker":"John Weaver","startTime":676.9,"endTime":680.74,"body":"we're within an accelerated"},{"speaker":"John Weaver","startTime":676.9,"endTime":680.74,"body":"bonus period. I think this year"},{"speaker":"John Weaver","startTime":680.74,"endTime":685.24,"body":"is 40% or 60% I you know, I"},{"speaker":"John Weaver","startTime":680.74,"endTime":685.24,"body":"gotta look at my spreadsheet,"},{"speaker":"John Weaver","startTime":685.6,"endTime":690.8199999999999,"body":"but it's now back to 100%"},{"speaker":"John Weaver","startTime":685.6,"endTime":690.8199999999999,"body":"accelerated depreciation. That's"},{"speaker":"John Weaver","startTime":690.8199999999999,"endTime":695.88,"body":"like 15 to 17 to 20% of a"},{"speaker":"John Weaver","startTime":690.8199999999999,"endTime":695.88,"body":"project's cost. You know, 15 to"},{"speaker":"John Weaver","startTime":695.88,"endTime":701.22,"body":"17 maybe in year one. Now that's"},{"speaker":"John Weaver","startTime":695.88,"endTime":701.22,"body":"not giving you extra money,"},{"speaker":"John Weaver","startTime":701.28,"endTime":704.4599999999999,"body":"because it's the same"},{"speaker":"John Weaver","startTime":701.28,"endTime":704.4599999999999,"body":"depreciation you'd get either"},{"speaker":"John Weaver","startTime":704.4599999999999,"endTime":709.3199999999999,"body":"way. However, it's depreciation"},{"speaker":"John Weaver","startTime":704.4599999999999,"endTime":709.3199999999999,"body":"that comes fast. So that's"},{"speaker":"John Weaver","startTime":709.3199999999999,"endTime":714.4399999999999,"body":"positive. That's a nice one. The"},{"speaker":"John Weaver","startTime":709.3199999999999,"endTime":714.4399999999999,"body":"real question is, I just I it's"},{"speaker":"John Weaver","startTime":714.4399999999999,"endTime":717.86,"body":"with my lawyers, and maybe our"},{"speaker":"John Weaver","startTime":714.4399999999999,"endTime":717.86,"body":"LinkedIn user knows, but I've"},{"speaker":"John Weaver","startTime":717.86,"endTime":720.62,"body":"asked my lawyers to verify. I"},{"speaker":"John Weaver","startTime":717.86,"endTime":720.62,"body":"even asked Jenny Chase from"},{"speaker":"John Weaver","startTime":720.62,"endTime":725.48,"body":"Bloomberg if her team could"},{"speaker":"John Weaver","startTime":720.62,"endTime":725.48,"body":"verify. But is wind and solar on"},{"speaker":"John Weaver","startTime":725.48,"endTime":729.98,"body":"the 100% accelerated table, or"},{"speaker":"John Weaver","startTime":725.48,"endTime":729.98,"body":"is it to the 12 year table,"},{"speaker":"John Weaver","startTime":729.98,"endTime":734.5,"body":"which is now seemingly what wind"},{"speaker":"John Weaver","startTime":729.98,"endTime":734.5,"body":"and solar is by default, instead"},{"speaker":"John Weaver","startTime":734.5,"endTime":737.86,"body":"of being the five year table by"},{"speaker":"John Weaver","startTime":734.5,"endTime":737.86,"body":"default, which is a lot"},{"speaker":"John Weaver","startTime":737.86,"endTime":742.06,"body":"different that that that spreads"},{"speaker":"John Weaver","startTime":737.86,"endTime":742.06,"body":"cash out for a lot of years. So"},{"speaker":"John Weaver","startTime":742.36,"endTime":745.9599999999999,"body":"I'm hoping that we're now in the"},{"speaker":"John Weaver","startTime":742.36,"endTime":745.9599999999999,"body":"one year table, and it seems"},{"speaker":"John Weaver","startTime":745.9599999999999,"endTime":749.8,"body":"permanent from the language, or"},{"speaker":"John Weaver","startTime":745.9599999999999,"endTime":749.8,"body":"at least in for the short term,"},{"speaker":"John Weaver","startTime":749.8,"endTime":752.04,"body":"we don't have to think about it."},{"speaker":"John Weaver","startTime":749.8,"endTime":752.04,"body":"It'll be at least through the"},{"speaker":"John Weaver","startTime":752.04,"endTime":756.3,"body":"end of 2029, at one version of"},{"speaker":"John Weaver","startTime":752.04,"endTime":756.3,"body":"the document. So depreciation is"},{"speaker":"John Weaver","startTime":756.3,"endTime":759.3,"body":"another thing we need to look at"},{"speaker":"John Weaver","startTime":756.3,"endTime":759.3,"body":"and firm up and understand"},{"speaker":"John Weaver","startTime":759.3,"endTime":762.6,"body":"exactly. And that one could help"},{"speaker":"John Weaver","startTime":759.3,"endTime":762.6,"body":"a little bit. There's a lot of"},{"speaker":"John Weaver","startTime":762.6,"endTime":765.42,"body":"stuff within that document. This"},{"speaker":"John Weaver","startTime":762.6,"endTime":765.42,"body":"Fiat stuff is going to be very"},{"speaker":"John Weaver","startTime":765.42,"endTime":769.0799999999999,"body":"challenging as a company. We're"},{"speaker":"John Weaver","startTime":765.42,"endTime":769.0799999999999,"body":"going to start working in"},{"speaker":"John Weaver","startTime":769.0799999999999,"endTime":772.16,"body":"batteries soon. We're hoping"},{"speaker":"John Weaver","startTime":769.0799999999999,"endTime":772.16,"body":"we're going to start soliciting"},{"speaker":"John Weaver","startTime":772.16,"endTime":774.86,"body":"utility, stale, scale"},{"speaker":"John Weaver","startTime":772.16,"endTime":774.86,"body":"construction, we have a partner"},{"speaker":"John Weaver","startTime":774.86,"endTime":778.8199999999999,"body":"that we're starting to"},{"speaker":"John Weaver","startTime":774.86,"endTime":778.8199999999999,"body":"communicate with, and that's a"},{"speaker":"John Weaver","startTime":778.8199999999999,"endTime":781.3399999999999,"body":"that's a discussion, that's a"},{"speaker":"John Weaver","startTime":778.8199999999999,"endTime":781.3399999999999,"body":"really important discussion,"},{"speaker":"John Weaver","startTime":781.3399999999999,"endTime":785.24,"body":"because if we're really going to"},{"speaker":"John Weaver","startTime":781.3399999999999,"endTime":785.24,"body":"drop some battery containers, we"},{"speaker":"John Weaver","startTime":785.3,"endTime":789.92,"body":"have a maximum amount of fiox"},{"speaker":"John Weaver","startTime":785.3,"endTime":789.92,"body":"stuff we can deal with. And Like"},{"speaker":"John Weaver","startTime":789.92,"endTime":793.8399999999999,"body":"for instance, the best battery"},{"speaker":"John Weaver","startTime":789.92,"endTime":793.8399999999999,"body":"company on Earth, in my opinion,"},{"speaker":"John Weaver","startTime":794.26,"endTime":799.12,"body":"Catal, C, A, T L, yep, they're"},{"speaker":"John Weaver","startTime":794.26,"endTime":799.12,"body":"on the list, yep. And so is BYD."},{"speaker":"John Weaver","startTime":799.54,"endTime":803.92,"body":"I Well, I'm not 100% on BYD. I'm"},{"speaker":"John Weaver","startTime":799.54,"endTime":803.92,"body":"100% on cable. They've actually"},{"speaker":"John Weaver","startTime":803.92,"endTime":810.6999999999999,"body":"had to be removed from a Marine"},{"speaker":"John Weaver","startTime":803.92,"endTime":810.6999999999999,"body":"Base, A, C, A, T L, project. So"},{"speaker":"John Weaver","startTime":811.8399999999999,"endTime":816.18,"body":"we got to figure that out, and"},{"speaker":"John Weaver","startTime":811.8399999999999,"endTime":816.18,"body":"we got to work through that and"},{"speaker":"John Weaver","startTime":816.18,"endTime":819.9599999999999,"body":"see how that's going to work."},{"speaker":"John Weaver","startTime":816.18,"endTime":819.9599999999999,"body":"And, you know, I saw, there's an"},{"speaker":"John Weaver","startTime":819.9599999999999,"endTime":823.1999999999999,"body":"article in our list that the"},{"speaker":"John Weaver","startTime":819.9599999999999,"endTime":823.1999999999999,"body":"price of batteries, there's a"},{"speaker":"John Weaver","startTime":823.1999999999999,"endTime":828.42,"body":"new big bid for 25 gigawatt"},{"speaker":"John Weaver","startTime":823.1999999999999,"endTime":828.42,"body":"hours of capacity, just geez,"},{"speaker":"John Weaver","startTime":829.14,"endTime":834.98,"body":"and the bid was down to $51 per"},{"speaker":"John Weaver","startTime":829.14,"endTime":834.98,"body":"kilowatt hour. Timothy, it's it"},{"speaker":"John Weaver","startTime":834.98,"endTime":838.16,"body":"was down from that magical bid"},{"speaker":"John Weaver","startTime":834.98,"endTime":838.16,"body":"earlier this year. That was like"},{"speaker":"John Weaver","startTime":838.16,"endTime":844.28,"body":"61 so another 20% dry price drop"},{"speaker":"John Weaver","startTime":838.16,"endTime":844.28,"body":"on a on a full container system."},{"speaker":"John Weaver","startTime":844.5799999999999,"endTime":849.8,"body":"That's pretty exciting. And so"},{"speaker":"John Weaver","startTime":844.5799999999999,"endTime":849.8,"body":"I'm still trying to learn about"},{"speaker":"John Weaver","startTime":849.8,"endTime":852.3399999999999,"body":"import tariffs, what we're"},{"speaker":"John Weaver","startTime":849.8,"endTime":852.3399999999999,"body":"really going to have to pay for"},{"speaker":"John Weaver","startTime":852.3399999999999,"endTime":856.0,"body":"batteries to get them into the"},{"speaker":"John Weaver","startTime":852.3399999999999,"endTime":856.0,"body":"country. I saw an interesting"},{"speaker":"John Weaver","startTime":856.0,"endTime":861.04,"body":"article recently that suggested"},{"speaker":"John Weaver","startTime":856.0,"endTime":861.04,"body":"the battery pricing now, with"},{"speaker":"John Weaver","startTime":861.04,"endTime":863.92,"body":"the tariffs, with all the"},{"speaker":"John Weaver","startTime":861.04,"endTime":863.92,"body":"different items, was getting"},{"speaker":"John Weaver","startTime":863.92,"endTime":869.86,"body":"near ish, the peak we had during"},{"speaker":"John Weaver","startTime":863.92,"endTime":869.86,"body":"COVID. So because the stuff"},{"speaker":"John Weaver","startTime":869.86,"endTime":873.72,"body":"coming out of China has dropped,"},{"speaker":"John Weaver","startTime":869.86,"endTime":873.72,"body":"it's now up with tariffs. That"},{"speaker":"John Weaver","startTime":873.72,"endTime":878.64,"body":"means it's still down from prior"},{"speaker":"John Weaver","startTime":873.72,"endTime":878.64,"body":"years, when it was hard, but not"},{"speaker":"John Weaver","startTime":878.64,"endTime":883.1999999999999,"body":"terribly. So it seems like even"},{"speaker":"John Weaver","startTime":878.64,"endTime":883.1999999999999,"body":"with the tariffs, the price of"},{"speaker":"John Weaver","startTime":883.1999999999999,"endTime":886.62,"body":"batteries could work for a"},{"speaker":"John Weaver","startTime":883.1999999999999,"endTime":886.62,"body":"while, but, but this is going to"},{"speaker":"John Weaver","startTime":886.62,"endTime":891.1999999999999,"body":"be challenging to watch and you"},{"speaker":"John Weaver","startTime":886.62,"endTime":891.1999999999999,"body":"know, and now there's new rules"},{"speaker":"John Weaver","startTime":891.1999999999999,"endTime":894.8,"body":"about construction, start dates"},{"speaker":"John Weaver","startTime":891.1999999999999,"endTime":894.8,"body":"and finish dates. That mostly"},{"speaker":"John Weaver","startTime":894.8,"endTime":897.3199999999999,"body":"applies to solar, doesn't apply"},{"speaker":"John Weaver","startTime":894.8,"endTime":897.3199999999999,"body":"to the battery stuff, because"},{"speaker":"John Weaver","startTime":897.3199999999999,"endTime":902.78,"body":"that's through 2033 but it's"},{"speaker":"John Weaver","startTime":897.3199999999999,"endTime":902.78,"body":"complex. So there's multiple"},{"speaker":"John Weaver","startTime":902.78,"endTime":905.78,"body":"layers within this document. The"},{"speaker":"John Weaver","startTime":902.78,"endTime":905.78,"body":"fioc is one of them. The end of"},{"speaker":"John Weaver","startTime":905.78,"endTime":909.4399999999999,"body":"the ITC for wind and solar."},{"speaker":"John Weaver","startTime":905.78,"endTime":909.4399999999999,"body":"There's a second one, the start"},{"speaker":"John Weaver","startTime":909.4399999999999,"endTime":913.54,"body":"date versus finish date is"},{"speaker":"John Weaver","startTime":909.4399999999999,"endTime":913.54,"body":"important. And now, as of"},{"speaker":"John Weaver","startTime":913.54,"endTime":918.16,"body":"recently, new executive order"},{"speaker":"John Weaver","startTime":913.54,"endTime":918.16,"body":"came out where the Treasury is"},{"speaker":"John Weaver","startTime":918.16,"endTime":923.86,"body":"being directed to become more"},{"speaker":"John Weaver","startTime":918.16,"endTime":923.86,"body":"explicit and more aggressive"},{"speaker":"John Weaver","startTime":923.92,"endTime":930.16,"body":"with policing, Safe Harbor and"},{"speaker":"John Weaver","startTime":923.92,"endTime":930.16,"body":"construction start. And so we"},{"speaker":"John Weaver","startTime":930.16,"endTime":933.12,"body":"got to figure out what that's"},{"speaker":"John Weaver","startTime":930.16,"endTime":933.12,"body":"going to mean, because"},{"speaker":"John Weaver","startTime":933.12,"endTime":936.48,"body":"construction start dates matter"},{"speaker":"John Weaver","startTime":933.12,"endTime":936.48,"body":"a lot for a lot of people, when"},{"speaker":"John Weaver","startTime":936.48,"endTime":939.8399999999999,"body":"we start safe, harboring and"},{"speaker":"John Weaver","startTime":936.48,"endTime":939.8399999999999,"body":"locking in certain incentives."},{"speaker":"John Weaver","startTime":939.8399999999999,"endTime":943.92,"body":"So, so there's things to watch."},{"speaker":"John Weaver","startTime":939.8399999999999,"endTime":943.92,"body":"I mean, luckily, we're on the"},{"speaker":"John Weaver","startTime":943.98,"endTime":946.5,"body":"commercial side, so it's a"},{"speaker":"John Weaver","startTime":943.98,"endTime":946.5,"body":"little bit easier for us. You"},{"speaker":"John Weaver","startTime":946.5,"endTime":949.56,"body":"know, our time frames are"},{"speaker":"John Weaver","startTime":946.5,"endTime":949.56,"body":"shorter than a utility scale,"},{"speaker":"John Weaver","startTime":949.56,"endTime":953.24,"body":"but, but it's. Something,"},{"speaker":"John Weaver","startTime":949.56,"endTime":953.24,"body":"something that matters."},{"speaker":"Tim Montague","startTime":955.64,"endTime":960.62,"body":"Yeah, I, I it's"},{"speaker":"Tim Montague","startTime":955.64,"endTime":960.62,"body":"just nonsensical, really,"},{"speaker":"Tim Montague","startTime":960.62,"endTime":967.4,"body":"because the administration says"},{"speaker":"Tim Montague","startTime":960.62,"endTime":967.4,"body":"they want to promote Made in"},{"speaker":"Tim Montague","startTime":967.4,"endTime":970.64,"body":"America and American"},{"speaker":"Tim Montague","startTime":967.4,"endTime":970.64,"body":"manufacturing, and yet,"},{"speaker":"Tim Montague","startTime":971.8399999999999,"endTime":975.16,"body":"everything they're doing is"},{"speaker":"Tim Montague","startTime":971.8399999999999,"endTime":975.16,"body":"scaring manufacturers away from"},{"speaker":"Tim Montague","startTime":975.16,"endTime":980.56,"body":"the United States right now. And"},{"speaker":"Tim Montague","startTime":975.16,"endTime":980.56,"body":"you know, I had a conversation"},{"speaker":"Tim Montague","startTime":980.56,"endTime":985.78,"body":"with Norm Taft from Generac at"},{"speaker":"Tim Montague","startTime":980.56,"endTime":985.78,"body":"Midwest solar Expo a couple"},{"speaker":"Tim Montague","startTime":985.78,"endTime":990.04,"body":"weeks ago, and he was like,"},{"speaker":"Tim Montague","startTime":985.78,"endTime":990.04,"body":"Yeah, this just makes us our"},{"speaker":"Tim Montague","startTime":990.04,"endTime":993.42,"body":"business super complicated,"},{"speaker":"Tim Montague","startTime":990.04,"endTime":993.42,"body":"because while we're an American"},{"speaker":"Tim Montague","startTime":993.42,"endTime":997.02,"body":"company, the parts and pieces"},{"speaker":"Tim Montague","startTime":993.42,"endTime":997.02,"body":"are made overseas, generally"},{"speaker":"Tim Montague","startTime":997.02,"endTime":1002.12,"body":"speaking, and so we're we're"},{"speaker":"Tim Montague","startTime":997.02,"endTime":1002.12,"body":"just scrambling to try to find"},{"speaker":"Tim Montague","startTime":1002.12,"endTime":1006.62,"body":"sources that are not going to"},{"speaker":"Tim Montague","startTime":1002.12,"endTime":1006.62,"body":"get too tariffed, or, in this"},{"speaker":"Tim Montague","startTime":1006.62,"endTime":1013.36,"body":"case, fioc. So it's making work"},{"speaker":"Tim Montague","startTime":1006.62,"endTime":1013.36,"body":"for attorneys and, I guess,"},{"speaker":"Tim Montague","startTime":1013.36,"endTime":1017.98,"body":"supply chain experts, but it's"},{"speaker":"Tim Montague","startTime":1013.36,"endTime":1017.98,"body":"really going to slow the economy"},{"speaker":"Tim Montague","startTime":1017.98,"endTime":1021.64,"body":"down, and it's ultimately going"},{"speaker":"Tim Montague","startTime":1017.98,"endTime":1021.64,"body":"to cause energy prices to go up."},{"speaker":"Tim Montague","startTime":1022.42,"endTime":1027.22,"body":"That is the resounding drum beat"},{"speaker":"Tim Montague","startTime":1022.42,"endTime":1027.22,"body":"that I see in the industry"},{"speaker":"Tim Montague","startTime":1027.22,"endTime":1031.68,"body":"media, right? Energy prices are"},{"speaker":"Tim Montague","startTime":1027.22,"endTime":1031.68,"body":"going to go up for consumers,"},{"speaker":"Tim Montague","startTime":1031.68,"endTime":1033.9,"body":"for business owners. And"},{"speaker":"John Weaver","startTime":1035.699,"endTime":1040.799,"body":"right there, Tim on"},{"speaker":"John Weaver","startTime":1035.699,"endTime":1040.799,"body":"our page, on our document, and"},{"speaker":"John Weaver","startTime":1040.799,"endTime":1042.959,"body":"this is going to be, you're"},{"speaker":"John Weaver","startTime":1040.799,"endTime":1042.959,"body":"going to hear me say something"},{"speaker":"John Weaver","startTime":1042.959,"endTime":1046.979,"body":"really mean, Tim, and I"},{"speaker":"John Weaver","startTime":1042.959,"endTime":1046.979,"body":"shouldn't say it, but I'm going"},{"speaker":"John Weaver","startTime":1046.979,"endTime":1052.219,"body":"to, and I feel bad about it, but"},{"speaker":"John Weaver","startTime":1046.979,"endTime":1052.219,"body":"I don't I'm happy to see the"},{"speaker":"John Weaver","startTime":1052.219,"endTime":1057.979,"body":"price of electricity start going"},{"speaker":"John Weaver","startTime":1052.219,"endTime":1057.979,"body":"up now. And, and it's going to"},{"speaker":"John Weaver","startTime":1057.979,"endTime":1061.579,"body":"hurt us. It's going to hurt poor"},{"speaker":"John Weaver","startTime":1057.979,"endTime":1061.579,"body":"people, which really sucks. Yep,"},{"speaker":"John Weaver","startTime":1061.579,"endTime":1064.6390000000001,"body":"gonna hurt, you know, families"},{"speaker":"John Weaver","startTime":1061.579,"endTime":1064.6390000000001,"body":"that are just trying to heat"},{"speaker":"John Weaver","startTime":1064.6390000000001,"endTime":1070.219,"body":"their house and feed their kids"},{"speaker":"John Weaver","startTime":1064.6390000000001,"endTime":1070.219,"body":"and, and I, you know, growing up"},{"speaker":"John Weaver","startTime":1070.219,"endTime":1073.539,"body":"on welfare. Tim, literally, on"},{"speaker":"John Weaver","startTime":1070.219,"endTime":1073.539,"body":"welfare section eight,"},{"speaker":"John Weaver","startTime":1073.539,"endTime":1076.779,"body":"government food, government"},{"speaker":"John Weaver","startTime":1073.539,"endTime":1076.779,"body":"housing, government cheese. I"},{"speaker":"John Weaver","startTime":1076.779,"endTime":1080.9189999999999,"body":"know that an extra 50 bucks, 100"},{"speaker":"John Weaver","startTime":1076.779,"endTime":1080.9189999999999,"body":"bucks a month hurts, because"},{"speaker":"John Weaver","startTime":1081.399,"endTime":1084.459,"body":"that's food. That's, you know,"},{"speaker":"John Weaver","startTime":1081.399,"endTime":1084.459,"body":"that's whatever it is, whatever"},{"speaker":"John Weaver","startTime":1084.459,"endTime":1087.099,"body":"you're going to pay for. So, so"},{"speaker":"John Weaver","startTime":1084.459,"endTime":1087.099,"body":"we're going to see the price of"},{"speaker":"John Weaver","startTime":1087.099,"endTime":1091.059,"body":"electricity start to accelerate"},{"speaker":"John Weaver","startTime":1087.099,"endTime":1091.059,"body":"upwards right now, even the"},{"speaker":"John Weaver","startTime":1091.059,"endTime":1095.519,"body":"price of, you know, broader grid"},{"speaker":"John Weaver","startTime":1091.059,"endTime":1095.519,"body":"upgrades are going to go up,"},{"speaker":"John Weaver","startTime":1095.579,"endTime":1099.839,"body":"irrelevant of what we're dealing"},{"speaker":"John Weaver","startTime":1095.579,"endTime":1099.839,"body":"with in the solar industry,"},{"speaker":"John Weaver","startTime":1099.839,"endTime":1102.959,"body":"because the price of copper is"},{"speaker":"John Weaver","startTime":1099.839,"endTime":1102.959,"body":"going to go up. And I'm working,"},{"speaker":"John Weaver","startTime":1102.959,"endTime":1105.539,"body":"I'm going to show you that in a"},{"speaker":"John Weaver","startTime":1102.959,"endTime":1105.539,"body":"moment, a series of tweets,"},{"speaker":"John Weaver","startTime":1105.839,"endTime":1109.199,"body":"series of blue sky tweets, that"},{"speaker":"John Weaver","startTime":1105.839,"endTime":1109.199,"body":"I went through dealing with my"},{"speaker":"John Weaver","startTime":1109.199,"endTime":1114.259,"body":"own projects. And this is going"},{"speaker":"John Weaver","startTime":1109.199,"endTime":1114.259,"body":"to be something that's going to"},{"speaker":"John Weaver","startTime":1114.259,"endTime":1116.779,"body":"be broad, and anybody that's"},{"speaker":"John Weaver","startTime":1114.259,"endTime":1116.779,"body":"trying to make a thing, an"},{"speaker":"John Weaver","startTime":1116.779,"endTime":1121.399,"body":"electric panel, a transformer, a"},{"speaker":"John Weaver","startTime":1116.779,"endTime":1121.399,"body":"DC to DC Dyna power. So"},{"speaker":"John Weaver","startTime":1121.399,"endTime":1124.999,"body":"dynapower is one of my favorite"},{"speaker":"John Weaver","startTime":1121.399,"endTime":1124.999,"body":"companies. They're awesome down"},{"speaker":"John Weaver","startTime":1124.999,"endTime":1128.779,"body":"there in Vermont. They make a DC"},{"speaker":"John Weaver","startTime":1124.999,"endTime":1128.779,"body":"to DC converter for batteries,"},{"speaker":"John Weaver","startTime":1129.079,"endTime":1132.339,"body":"so that we can, you know, DC"},{"speaker":"John Weaver","startTime":1129.079,"endTime":1132.339,"body":"couple batteries. That thing is"},{"speaker":"John Weaver","startTime":1132.339,"endTime":1135.279,"body":"full of copper. I mean, I've"},{"speaker":"John Weaver","startTime":1132.339,"endTime":1135.279,"body":"been to their warehouse, their"},{"speaker":"John Weaver","startTime":1135.279,"endTime":1137.739,"body":"factory, where they assemble"},{"speaker":"John Weaver","startTime":1135.279,"endTime":1137.739,"body":"them, yeah. And there's just"},{"speaker":"John Weaver","startTime":1137.739,"endTime":1141.759,"body":"giant copper spinning machines"},{"speaker":"John Weaver","startTime":1137.739,"endTime":1141.759,"body":"with people, you know, touching"},{"speaker":"John Weaver","startTime":1141.759,"endTime":1144.219,"body":"it with their hands and making"},{"speaker":"John Weaver","startTime":1141.759,"endTime":1144.219,"body":"sure it's shaped right. It's"},{"speaker":"John Weaver","startTime":1144.219,"endTime":1148.539,"body":"it's just cool and and now all"},{"speaker":"John Weaver","startTime":1144.219,"endTime":1148.539,"body":"that copper, man, it's going up,"},{"speaker":"John Weaver","startTime":1148.6589999999999,"endTime":1152.039,"body":"and we're going to see the"},{"speaker":"John Weaver","startTime":1148.6589999999999,"endTime":1152.039,"body":"electric companies push the"},{"speaker":"John Weaver","startTime":1152.039,"endTime":1155.519,"body":"price of electricity up. It's"},{"speaker":"John Weaver","startTime":1152.039,"endTime":1155.519,"body":"going to hurt small families,"},{"speaker":"John Weaver","startTime":1155.519,"endTime":1158.1589999999999,"body":"poor people. It's not going to"},{"speaker":"John Weaver","startTime":1155.519,"endTime":1158.1589999999999,"body":"affect people like me anymore,"},{"speaker":"John Weaver","startTime":1158.1589999999999,"endTime":1161.579,"body":"because my life has moved long,"},{"speaker":"John Weaver","startTime":1158.1589999999999,"endTime":1161.579,"body":"far beyond the cost of"},{"speaker":"John Weaver","startTime":1161.579,"endTime":1164.219,"body":"electricity. But you know, it is"},{"speaker":"John Weaver","startTime":1161.579,"endTime":1164.219,"body":"going to affect it's going to"},{"speaker":"John Weaver","startTime":1164.219,"endTime":1167.759,"body":"affect manufacturers. Affect any"},{"speaker":"John Weaver","startTime":1164.219,"endTime":1167.759,"body":"business that uses a lot of"},{"speaker":"John Weaver","startTime":1167.759,"endTime":1170.939,"body":"electricity. It's going to"},{"speaker":"John Weaver","startTime":1167.759,"endTime":1170.939,"body":"affect, you know, large"},{"speaker":"John Weaver","startTime":1170.939,"endTime":1174.739,"body":"corporates that have a lot of AC"},{"speaker":"John Weaver","startTime":1170.939,"endTime":1174.739,"body":"and you know what's going to do"},{"speaker":"John Weaver","startTime":1174.739,"endTime":1177.619,"body":"good for you and I Tim, and this"},{"speaker":"John Weaver","startTime":1174.739,"endTime":1177.619,"body":"is where I start to feel guilty,"},{"speaker":"John Weaver","startTime":1177.619,"endTime":1180.319,"body":"but stop caring. It's going to"},{"speaker":"John Weaver","startTime":1177.619,"endTime":1180.319,"body":"push up the price of"},{"speaker":"John Weaver","startTime":1180.319,"endTime":1184.519,"body":"electricity, which makes our"},{"speaker":"John Weaver","startTime":1180.319,"endTime":1184.519,"body":"ROIs be better. So the price of"},{"speaker":"John Weaver","startTime":1184.519,"endTime":1188.1789999999999,"body":"electricity goes up 5% the"},{"speaker":"John Weaver","startTime":1184.519,"endTime":1188.1789999999999,"body":"return on investment on solar"},{"speaker":"John Weaver","startTime":1188.1789999999999,"endTime":1192.759,"body":"goes up 5% or 1% or whatever it"},{"speaker":"John Weaver","startTime":1188.1789999999999,"endTime":1192.759,"body":"is. And so there's going to be a"},{"speaker":"John Weaver","startTime":1192.759,"endTime":1195.879,"body":"back and forth effect. I'm"},{"speaker":"John Weaver","startTime":1192.759,"endTime":1195.879,"body":"already in a New England region"},{"speaker":"John Weaver","startTime":1195.879,"endTime":1199.359,"body":"where I see people with 30 cent"},{"speaker":"John Weaver","startTime":1195.879,"endTime":1199.359,"body":"per kilowatt hour electricity,"},{"speaker":"John Weaver","startTime":1199.479,"endTime":1200.739,"body":"yeah. And"},{"speaker":"Tim Montague","startTime":1201.16,"endTime":1204.34,"body":"well, and you"},{"speaker":"Tim Montague","startTime":1201.16,"endTime":1204.34,"body":"mentioned low income people, you"},{"speaker":"Tim Montague","startTime":1204.34,"endTime":1210.16,"body":"know, the BBB cuts Medicaid for"},{"speaker":"Tim Montague","startTime":1204.34,"endTime":1210.16,"body":"something like 10 to 15 million"},{"speaker":"Tim Montague","startTime":1210.16,"endTime":1214.26,"body":"people. And you know, the"},{"speaker":"Tim Montague","startTime":1210.16,"endTime":1214.26,"body":"pitchforks will eventually come"},{"speaker":"Tim Montague","startTime":1214.26,"endTime":1218.52,"body":"out, John, if we hurt poor"},{"speaker":"Tim Montague","startTime":1214.26,"endTime":1218.52,"body":"people too much, we already have"},{"speaker":"Tim Montague","startTime":1218.52,"endTime":1221.94,"body":"a huge low income population in"},{"speaker":"Tim Montague","startTime":1218.52,"endTime":1221.94,"body":"the United States, and I'm"},{"speaker":"Tim Montague","startTime":1221.94,"endTime":1226.08,"body":"surprised that there's not more"},{"speaker":"Tim Montague","startTime":1221.94,"endTime":1226.08,"body":"unrest, but if you stick it to"},{"speaker":"Tim Montague","startTime":1226.08,"endTime":1229.56,"body":"them harder, they have no choice"},{"speaker":"Tim Montague","startTime":1226.08,"endTime":1229.56,"body":"but to rise up, and then it's"},{"speaker":"Tim Montague","startTime":1229.56,"endTime":1233.18,"body":"chaos and a bloodbath, and it's"},{"speaker":"Tim Montague","startTime":1229.56,"endTime":1233.18,"body":"not good for anybody."},{"speaker":"John Weaver","startTime":1234.26,"endTime":1237.8,"body":"So that's why we"},{"speaker":"John Weaver","startTime":1234.26,"endTime":1237.8,"body":"just spent 170 billion on ice,"},{"speaker":"John Weaver","startTime":1238.58,"endTime":1242.18,"body":"the largest non military police"},{"speaker":"John Weaver","startTime":1238.58,"endTime":1242.18,"body":"force on earth."},{"speaker":"Tim Montague","startTime":1242.18,"endTime":1245.48,"body":"Yeah, we're busy"},{"speaker":"Tim Montague","startTime":1242.18,"endTime":1245.48,"body":"creating a police state. It"},{"speaker":"Tim Montague","startTime":1245.48,"endTime":1250.84,"body":"makes me not want to live in the"},{"speaker":"Tim Montague","startTime":1245.48,"endTime":1250.84,"body":"future of America, but we're. We"},{"speaker":"Tim Montague","startTime":1250.84,"endTime":1255.58,"body":"We have so many things to talk"},{"speaker":"Tim Montague","startTime":1250.84,"endTime":1255.58,"body":"about. Yes, and I do want to"},{"speaker":"Tim Montague","startTime":1307.27,"endTime":1312.01,"body":"answer be Shay's question, it"},{"speaker":"Tim Montague","startTime":1307.27,"endTime":1312.01,"body":"appears that hydrogen production"},{"speaker":"Tim Montague","startTime":1312.01,"endTime":1315.01,"body":"and fuel cells benefited from"},{"speaker":"Tim Montague","startTime":1312.01,"endTime":1315.01,"body":"the BBB. Can you guys discuss"},{"speaker":"Tim Montague","startTime":1315.01,"endTime":1320.77,"body":"what you're seeing there? I"},{"speaker":"Tim Montague","startTime":1315.01,"endTime":1320.77,"body":"don't. I maybe you have a tech,"},{"speaker":"Tim Montague","startTime":1320.77,"endTime":1325.95,"body":"more technical response. My"},{"speaker":"Tim Montague","startTime":1320.77,"endTime":1325.95,"body":"response is that's fine, if it"},{"speaker":"Tim Montague","startTime":1325.95,"endTime":1331.77,"body":"does support hydrogen and fuel"},{"speaker":"Tim Montague","startTime":1325.95,"endTime":1331.77,"body":"cells, I'm good with that. The"},{"speaker":"Tim Montague","startTime":1331.77,"endTime":1339.21,"body":"runway for those sectors is"},{"speaker":"Tim Montague","startTime":1331.77,"endTime":1339.21,"body":"long, and, you know, they will"},{"speaker":"Tim Montague","startTime":1339.27,"endTime":1344.81,"body":"be a growing share, so to speak,"},{"speaker":"Tim Montague","startTime":1339.27,"endTime":1344.81,"body":"of the economy, but they're not"},{"speaker":"Tim Montague","startTime":1344.81,"endTime":1348.53,"body":"going to be major players in the"},{"speaker":"Tim Montague","startTime":1344.81,"endTime":1348.53,"body":"near term because of what it"},{"speaker":"Tim Montague","startTime":1348.53,"endTime":1353.45,"body":"takes to make them such. That's"},{"speaker":"Tim Montague","startTime":1348.53,"endTime":1353.45,"body":"my my opinion."},{"speaker":"John Weaver","startTime":1355.25,"endTime":1357.77,"body":"Well, what I'm"},{"speaker":"John Weaver","startTime":1355.25,"endTime":1357.77,"body":"looking at I see extensions for"},{"speaker":"John Weaver","startTime":1357.77,"endTime":1364.69,"body":"hydrogen production tax credit"},{"speaker":"John Weaver","startTime":1357.77,"endTime":1364.69,"body":"and for fuel cells. So there is"},{"speaker":"John Weaver","startTime":1364.69,"endTime":1368.89,"body":"some support there. I'm not as"},{"speaker":"John Weaver","startTime":1364.69,"endTime":1368.89,"body":"deep into the hydrogen stuff, to"},{"speaker":"John Weaver","startTime":1368.89,"endTime":1371.71,"body":"be honest, just because it's"},{"speaker":"John Weaver","startTime":1368.89,"endTime":1371.71,"body":"still very early and I'm"},{"speaker":"John Weaver","startTime":1371.83,"endTime":1375.97,"body":"building solar. But it does look"},{"speaker":"John Weaver","startTime":1371.83,"endTime":1375.97,"body":"like the 30% fuel tax credit"},{"speaker":"John Weaver","startTime":1376.33,"endTime":1380.77,"body":"extended into 2032 which is"},{"speaker":"John Weaver","startTime":1376.33,"endTime":1380.77,"body":"interesting. Tim, actually, the"},{"speaker":"John Weaver","startTime":1380.77,"endTime":1385.83,"body":"BBB extended the tax credit for"},{"speaker":"John Weaver","startTime":1380.77,"endTime":1385.83,"body":"a bunch of stuff from the end of"},{"speaker":"John Weaver","startTime":1385.89,"endTime":1391.59,"body":"2032 to the end of 33 which is"},{"speaker":"John Weaver","startTime":1385.89,"endTime":1391.59,"body":"weird. I don't know why they did"},{"speaker":"John Weaver","startTime":1391.59,"endTime":1394.89,"body":"that, but some items got an"},{"speaker":"John Weaver","startTime":1391.59,"endTime":1394.89,"body":"extra year, yeah? Why? Whereas"},{"speaker":"John Weaver","startTime":1394.89,"endTime":1400.77,"body":"solar got hack, yeah, so, so,"},{"speaker":"John Weaver","startTime":1394.89,"endTime":1400.77,"body":"Mr. Shea, sorry. Don't have a"},{"speaker":"John Weaver","startTime":1400.77,"endTime":1401.31,"body":"lot of"},{"speaker":"Tim Montague","startTime":1401.31,"endTime":1403.97,"body":"solid Yeah. And, I"},{"speaker":"Tim Montague","startTime":1401.31,"endTime":1403.97,"body":"mean, I got it, but I did an"},{"speaker":"Tim Montague","startTime":1403.97,"endTime":1407.09,"body":"interview. I did an interview"},{"speaker":"Tim Montague","startTime":1403.97,"endTime":1407.09,"body":"with Peter Kelly Detweiler."},{"speaker":"Tim Montague","startTime":1407.09,"endTime":1410.69,"body":"Peter Kelly Detweiler, check him"},{"speaker":"Tim Montague","startTime":1407.09,"endTime":1410.69,"body":"out. He does a weekly news show."},{"speaker":"Tim Montague","startTime":1410.99,"endTime":1415.25,"body":"He covers hydrogen a lot. And"},{"speaker":"Tim Montague","startTime":1410.99,"endTime":1415.25,"body":"you know, there's, there is a"},{"speaker":"Tim Montague","startTime":1415.25,"endTime":1419.15,"body":"hydrogen economy. It is mostly a"},{"speaker":"Tim Montague","startTime":1415.25,"endTime":1419.15,"body":"fossil fuel based hydrogen"},{"speaker":"Tim Montague","startTime":1419.15,"endTime":1424.45,"body":"economy today, of course, we can"},{"speaker":"Tim Montague","startTime":1419.15,"endTime":1424.45,"body":"split water with electrons, and"},{"speaker":"Tim Montague","startTime":1424.45,"endTime":1427.03,"body":"we could use clean electrons,"},{"speaker":"Tim Montague","startTime":1424.45,"endTime":1427.03,"body":"and that is the holy grail, in"},{"speaker":"Tim Montague","startTime":1427.03,"endTime":1430.99,"body":"some regards, to make clean"},{"speaker":"Tim Montague","startTime":1427.03,"endTime":1430.99,"body":"hydrogen, right with, you know,"},{"speaker":"Tim Montague","startTime":1431.17,"endTime":1433.93,"body":"one cent. If we can get to one"},{"speaker":"Tim Montague","startTime":1431.17,"endTime":1433.93,"body":"cent, some people say it will"},{"speaker":"Tim Montague","startTime":1433.93,"endTime":1437.95,"body":"unlock green hydrogen, and that"},{"speaker":"Tim Montague","startTime":1433.93,"endTime":1437.95,"body":"will be a thing. But in the"},{"speaker":"Tim Montague","startTime":1437.95,"endTime":1444.15,"body":"meanwhile, it's, you know, it's,"},{"speaker":"Tim Montague","startTime":1437.95,"endTime":1444.15,"body":"it's just small potatoes. And"},{"speaker":"Tim Montague","startTime":1444.15,"endTime":1448.29,"body":"when you think about grid, like"},{"speaker":"Tim Montague","startTime":1444.15,"endTime":1448.29,"body":"the grid and Greening the Grid,"},{"speaker":"Tim Montague","startTime":1448.53,"endTime":1452.79,"body":"I don't see hydrogen playing a"},{"speaker":"Tim Montague","startTime":1448.53,"endTime":1452.79,"body":"major role there. It's, you"},{"speaker":"Tim Montague","startTime":1452.79,"endTime":1455.73,"body":"know, it's a longer term, yeah,"},{"speaker":"John Weaver","startTime":1455.73,"endTime":1458.13,"body":"longer term."},{"speaker":"John Weaver","startTime":1455.73,"endTime":1458.13,"body":"Essentially, maybe I'm hoping, I"},{"speaker":"John Weaver","startTime":1458.13,"endTime":1461.07,"body":"believe, I believe in hydrogen."},{"speaker":"John Weaver","startTime":1458.13,"endTime":1461.07,"body":"I do, especially once we have"},{"speaker":"John Weaver","startTime":1461.07,"endTime":1464.15,"body":"much more electricity than we"},{"speaker":"John Weaver","startTime":1461.07,"endTime":1464.15,"body":"can deal with and the price of"},{"speaker":"John Weaver","startTime":1464.15,"endTime":1465.77,"body":"these fuel cells. Yeah,"},{"speaker":"Tim Montague","startTime":1465.65,"endTime":1469.016,"body":"and it can be"},{"speaker":"Tim Montague","startTime":1465.65,"endTime":1469.016,"body":"used. It can be used for, for"},{"speaker":"Tim Montague","startTime":1469.094,"endTime":1473.634,"body":"over the road trucking. It"},{"speaker":"Tim Montague","startTime":1469.094,"endTime":1473.634,"body":"doesn't make sense for personal"},{"speaker":"Tim Montague","startTime":1473.713,"endTime":1477.94,"body":"vehicles, but, you know,"},{"speaker":"Tim Montague","startTime":1473.713,"endTime":1477.94,"body":"energetically, it makes sense"},{"speaker":"Tim Montague","startTime":1478.018,"endTime":1482.246,"body":"for over the road trucking. So."},{"speaker":"Tim Montague","startTime":1478.018,"endTime":1482.246,"body":"But I have a couple of"},{"speaker":"Tim Montague","startTime":1482.324,"endTime":1486.786,"body":"announcements John that I wanted"},{"speaker":"Tim Montague","startTime":1482.324,"endTime":1486.786,"body":"to make before we go any"},{"speaker":"Tim Montague","startTime":1486.864,"endTime":1491.6390000000001,"body":"further, and I'm going to put"},{"speaker":"Tim Montague","startTime":1486.864,"endTime":1491.6390000000001,"body":"one of those on screen. That is"},{"speaker":"Tim Montague","startTime":1491.718,"endTime":1496.728,"body":"the No, that's not that. I don't"},{"speaker":"Tim Montague","startTime":1491.718,"endTime":1496.728,"body":"know if I can share this. Go to"},{"speaker":"Tim Montague","startTime":1496.806,"endTime":1501.347,"body":"cleanpowerhour.com, go to the"},{"speaker":"Tim Montague","startTime":1496.806,"endTime":1501.347,"body":"events tab. We are hosting a"},{"speaker":"Tim Montague","startTime":1501.425,"endTime":1506.278,"body":"webinar with Helga biernath and"},{"speaker":"Tim Montague","startTime":1501.425,"endTime":1506.278,"body":"Ian score. Helga is the CEO of"},{"speaker":"Tim Montague","startTime":1506.357,"endTime":1511.445,"body":"Sunstall and Sunzaun, a vertical"},{"speaker":"Tim Montague","startTime":1506.357,"endTime":1511.445,"body":"bi facial racking company, okay."},{"speaker":"Tim Montague","startTime":1511.5230000000001,"endTime":1515.986,"body":"And, you know, I asked him"},{"speaker":"Tim Montague","startTime":1511.5230000000001,"endTime":1515.986,"body":"yesterday in a in a pre event."},{"speaker":"Tim Montague","startTime":1516.064,"endTime":1521.152,"body":"The event is, uh, July 15, Okay,"},{"speaker":"Tim Montague","startTime":1516.064,"endTime":1521.152,"body":"so next Tuesday, at 9am Pacific,"},{"speaker":"Tim Montague","startTime":1521.23,"endTime":1526.006,"body":"11am Central, 1pm 12pm Eastern."},{"speaker":"Tim Montague","startTime":1521.23,"endTime":1526.006,"body":"And I asked Helga, the CEO of"},{"speaker":"Tim Montague","startTime":1526.084,"endTime":1530.155,"body":"Sunzaun. He's also the CEO of"},{"speaker":"Tim Montague","startTime":1526.084,"endTime":1530.155,"body":"Sunstall, a mechanical"},{"speaker":"Tim Montague","startTime":1530.233,"endTime":1535.008,"body":"installer. So he knows racking"},{"speaker":"Tim Montague","startTime":1530.233,"endTime":1535.008,"body":"inside and out. You know where"},{"speaker":"Tim Montague","startTime":1535.087,"endTime":1539.784,"body":"the interest is coming from. And"},{"speaker":"Tim Montague","startTime":1535.087,"endTime":1539.784,"body":"he said, Well, Tim, largely"},{"speaker":"Tim Montague","startTime":1539.862,"endTime":1544.715,"body":"Europe. And you know, so when"},{"speaker":"Tim Montague","startTime":1539.862,"endTime":1544.715,"body":"you look at the news on vertical"},{"speaker":"Tim Montague","startTime":1544.794,"endTime":1549.647,"body":"racking, it's mostly from Europe"},{"speaker":"Tim Montague","startTime":1544.794,"endTime":1549.647,"body":"and Asia today, but tomorrow."},{"speaker":"Tim Montague","startTime":1549.726,"endTime":1554.423,"body":"You know, it makes a lot of"},{"speaker":"Tim Montague","startTime":1549.726,"endTime":1554.423,"body":"sense that you could do vertical"},{"speaker":"Tim Montague","startTime":1554.501,"endTime":1559.433,"body":"solar and then have bigger rows"},{"speaker":"Tim Montague","startTime":1554.501,"endTime":1559.433,"body":"for cropping, still, right? You"},{"speaker":"Tim Montague","startTime":1559.511,"endTime":1564.364,"body":"don't have to have just solar"},{"speaker":"Tim Montague","startTime":1559.511,"endTime":1564.364,"body":"panels on what was a farm field,"},{"speaker":"Tim Montague","startTime":1564.443,"endTime":1569.375,"body":"and that's the benefit of much"},{"speaker":"Tim Montague","startTime":1564.443,"endTime":1569.375,"body":"greater dual use capability with"},{"speaker":"Tim Montague","startTime":1569.453,"endTime":1574.463,"body":"vertical solar. And interesting"},{"speaker":"Tim Montague","startTime":1569.453,"endTime":1574.463,"body":"fact, it only reduces the output"},{"speaker":"Tim Montague","startTime":1574.541,"endTime":1579.473,"body":"of the solar by about 20% when"},{"speaker":"Tim Montague","startTime":1574.541,"endTime":1579.473,"body":"you do north south rows, so east"},{"speaker":"Tim Montague","startTime":1579.551,"endTime":1584.327,"body":"west facing solar panels with"},{"speaker":"Tim Montague","startTime":1579.551,"endTime":1584.327,"body":"vertical racking. So check that"},{"speaker":"Tim Montague","startTime":1584.405,"endTime":1589.259,"body":"out. And then and and Ian score"},{"speaker":"Tim Montague","startTime":1584.405,"endTime":1589.259,"body":"is sandbox solar. We also have"},{"speaker":"Tim Montague","startTime":1589.337,"endTime":1594.034,"body":"Professor Majdi from UC Davis"},{"speaker":"Tim Montague","startTime":1589.337,"endTime":1594.034,"body":"and John Langdon, who is solar"},{"speaker":"Tim Montague","startTime":1594.112,"endTime":1598.652,"body":"saves farms. He is an advocate"},{"speaker":"Tim Montague","startTime":1594.112,"endTime":1598.652,"body":"for farmers. He is a farmer"},{"speaker":"Tim Montague","startTime":1598.731,"endTime":1603.506,"body":"himself. Myself in Oregon. So"},{"speaker":"Tim Montague","startTime":1598.731,"endTime":1603.506,"body":"look forward to that on Tuesday"},{"speaker":"Tim Montague","startTime":1603.584,"endTime":1608.673,"body":"next week, the 15th of July. The"},{"speaker":"Tim Montague","startTime":1603.584,"endTime":1608.673,"body":"other announcement, John is that"},{"speaker":"Tim Montague","startTime":1608.751,"endTime":1613.683,"body":"I finally am launching my book."},{"speaker":"Tim Montague","startTime":1608.751,"endTime":1613.683,"body":"It is called Wired for the sun."},{"speaker":"Tim Montague","startTime":1613.761,"endTime":1617.988,"body":"You can look for more"},{"speaker":"Tim Montague","startTime":1613.761,"endTime":1617.988,"body":"information coming out on social"},{"speaker":"Tim Montague","startTime":1618.067,"endTime":1622.451,"body":"media about this wired for the"},{"speaker":"Tim Montague","startTime":1618.067,"endTime":1622.451,"body":"sun, the commercial solar"},{"speaker":"Tim Montague","startTime":1622.529,"endTime":1626.834,"body":"playbook. I'll try to put the"},{"speaker":"Tim Montague","startTime":1622.529,"endTime":1626.834,"body":"cover on screen here, but"},{"speaker":"Tim Montague","startTime":1626.913,"endTime":1631.766,"body":"sharing things with stream yard"},{"speaker":"Tim Montague","startTime":1626.913,"endTime":1631.766,"body":"is less than easy. Um, here we"},{"speaker":"Tim Montague","startTime":1631.845,"endTime":1636.776,"body":"go. Let's see front. Can you see"},{"speaker":"Tim Montague","startTime":1631.845,"endTime":1636.776,"body":"that? Yes. Okay, excellent. So"},{"speaker":"Tim Montague","startTime":1636.855,"endTime":1641.5520000000001,"body":"I, you know, when I got into"},{"speaker":"Tim Montague","startTime":1636.855,"endTime":1641.5520000000001,"body":"solar, John, probably much like"},{"speaker":"Tim Montague","startTime":1641.63,"endTime":1645.701,"body":"yourself, I had so many"},{"speaker":"Tim Montague","startTime":1641.63,"endTime":1645.701,"body":"questions and relatively few"},{"speaker":"Tim Montague","startTime":1645.779,"endTime":1650.554,"body":"answers. And you turn to, you"},{"speaker":"Tim Montague","startTime":1645.779,"endTime":1650.554,"body":"know, the resources online, and"},{"speaker":"Tim Montague","startTime":1650.632,"endTime":1655.4080000000001,"body":"you learn quickly that there's a"},{"speaker":"Tim Montague","startTime":1650.632,"endTime":1655.4080000000001,"body":"plethora of resources around"},{"speaker":"Tim Montague","startTime":1655.486,"endTime":1659.557,"body":"residential solar, but very"},{"speaker":"Tim Montague","startTime":1655.486,"endTime":1659.557,"body":"limited resources around"},{"speaker":"Tim Montague","startTime":1659.635,"endTime":1664.332,"body":"commercial and utility solar."},{"speaker":"Tim Montague","startTime":1659.635,"endTime":1664.332,"body":"And so that's why I wrote this"},{"speaker":"Tim Montague","startTime":1664.41,"endTime":1669.186,"body":"book. It's for anybody who wants"},{"speaker":"Tim Montague","startTime":1664.41,"endTime":1669.186,"body":"to understand and ultimately"},{"speaker":"Tim Montague","startTime":1669.2640000000001,"endTime":1673.413,"body":"develop, sell and close"},{"speaker":"Tim Montague","startTime":1669.2640000000001,"endTime":1673.413,"body":"commercial solar projects and"},{"speaker":"Tim Montague","startTime":1673.491,"endTime":1678.188,"body":"and so if you're a facility"},{"speaker":"Tim Montague","startTime":1673.491,"endTime":1678.188,"body":"owner, you'll benefit from this."},{"speaker":"Tim Montague","startTime":1678.266,"endTime":1682.102,"body":"And if you're a solar"},{"speaker":"Tim Montague","startTime":1678.266,"endTime":1682.102,"body":"professional or an aspiring"},{"speaker":"Tim Montague","startTime":1682.181,"endTime":1687.112,"body":"solar professional, you're going"},{"speaker":"Tim Montague","startTime":1682.181,"endTime":1687.112,"body":"to benefit from this. I'm self"},{"speaker":"Tim Montague","startTime":1687.191,"endTime":1691.9660000000001,"body":"publishing the book on Amazon,"},{"speaker":"Tim Montague","startTime":1687.191,"endTime":1691.9660000000001,"body":"and we're about, oh, a week or"},{"speaker":"Tim Montague","startTime":1692.044,"endTime":1696.585,"body":"two away from the full launch,"},{"speaker":"Tim Montague","startTime":1692.044,"endTime":1696.585,"body":"but you can look forward to"},{"speaker":"Tim Montague","startTime":1696.663,"endTime":1701.595,"body":"that. And with that, I will say,"},{"speaker":"Tim Montague","startTime":1696.663,"endTime":1701.595,"body":"let's move on to the news, and"},{"speaker":"Tim Montague","startTime":1701.673,"endTime":1704.57,"body":"I'll close that window, if I"},{"speaker":"Tim Montague","startTime":1701.673,"endTime":1704.57,"body":"can. And"},{"speaker":"John Weaver","startTime":1704.57,"endTime":1708.65,"body":"also, you launched"},{"speaker":"John Weaver","startTime":1704.57,"endTime":1708.65,"body":"your swag store, Clean Power"},{"speaker":"John Weaver","startTime":1708.65,"endTime":1713.75,"body":"Hour, and I got a nice outer"},{"speaker":"John Weaver","startTime":1708.65,"endTime":1713.75,"body":"jacket that was used perfectly"},{"speaker":"John Weaver","startTime":1713.75,"endTime":1717.3500000000001,"body":"yesterday. Oh, good rain and"},{"speaker":"John Weaver","startTime":1713.75,"endTime":1717.3500000000001,"body":"heavy as I rode my bike into the"},{"speaker":"John Weaver","startTime":1717.3500000000001,"endTime":1721.55,"body":"office and and I was happy to"},{"speaker":"John Weaver","startTime":1717.3500000000001,"endTime":1721.55,"body":"that. So glad"},{"speaker":"Tim Montague","startTime":1721.19,"endTime":1724.564,"body":"to hear it. Yeah,"},{"speaker":"Tim Montague","startTime":1721.19,"endTime":1724.564,"body":"check it out cleanpowerhour.com"},{"speaker":"Tim Montague","startTime":1724.633,"endTime":1728.628,"body":"just go to shop, and I don't"},{"speaker":"Tim Montague","startTime":1724.633,"endTime":1728.628,"body":"make any money from the swag."},{"speaker":"Tim Montague","startTime":1728.6970000000001,"endTime":1732.209,"body":"It's just good for my"},{"speaker":"Tim Montague","startTime":1728.6970000000001,"endTime":1732.209,"body":"listenership and viewers. And"},{"speaker":"Tim Montague","startTime":1732.278,"endTime":1736.686,"body":"you can get nice T shirts, like"},{"speaker":"Tim Montague","startTime":1732.278,"endTime":1736.686,"body":"this one. You can get polos, you"},{"speaker":"Tim Montague","startTime":1736.755,"endTime":1741.093,"body":"can get jackets. You can get a"},{"speaker":"Tim Montague","startTime":1736.755,"endTime":1741.093,"body":"hard hat now John and a high vis"},{"speaker":"Tim Montague","startTime":1741.162,"endTime":1745.364,"body":"vest. I added a few things for"},{"speaker":"Tim Montague","startTime":1741.162,"endTime":1745.364,"body":"construction workers and geeks"},{"speaker":"Tim Montague","startTime":1745.432,"endTime":1748.05,"body":"like you who visit construction sites."},{"speaker":"John Weaver","startTime":1748.05,"endTime":1750.69,"body":"I go construction"},{"speaker":"John Weaver","startTime":1748.05,"endTime":1750.69,"body":"sites, I have to wear a hard hat"},{"speaker":"John Weaver","startTime":1750.69,"endTime":1751.71,"body":"quite a bit these days."},{"speaker":"Tim Montague","startTime":1752.07,"endTime":1754.1100000000001,"body":"Yep, yep. So"},{"speaker":"John Weaver","startTime":1754.1100000000001,"endTime":1756.39,"body":"I got a story to"},{"speaker":"John Weaver","startTime":1754.1100000000001,"endTime":1756.39,"body":"tell Tim. It's in a few parts"},{"speaker":"John Weaver","startTime":1756.39,"endTime":1759.99,"body":"from a series of tweets on blue"},{"speaker":"John Weaver","startTime":1756.39,"endTime":1759.99,"body":"sky regarding the price of"},{"speaker":"John Weaver","startTime":1759.99,"endTime":1764.99,"body":"copper. Okay, that's what I want"},{"speaker":"John Weaver","startTime":1759.99,"endTime":1764.99,"body":"to tell us about. So what we're"},{"speaker":"John Weaver","startTime":1764.99,"endTime":1770.03,"body":"dealing with right now, folks,"},{"speaker":"John Weaver","startTime":1764.99,"endTime":1770.03,"body":"is that we now have a new copper"},{"speaker":"John Weaver","startTime":1770.03,"endTime":1772.73,"body":"tariff coming. It hasn't"},{"speaker":"John Weaver","startTime":1770.03,"endTime":1772.73,"body":"officially hit. It won't hit for"},{"speaker":"John Weaver","startTime":1772.73,"endTime":1776.45,"body":"three weeks, but it's been"},{"speaker":"John Weaver","startTime":1772.73,"endTime":1776.45,"body":"announced. And here this first"},{"speaker":"John Weaver","startTime":1776.45,"endTime":1780.71,"body":"message. This is the cost of"},{"speaker":"John Weaver","startTime":1776.45,"endTime":1780.71,"body":"copper over the last year,"},{"speaker":"John Weaver","startTime":1781.07,"endTime":1786.25,"body":"already up 27% some of my"},{"speaker":"John Weaver","startTime":1781.07,"endTime":1786.25,"body":"reading has suggested that a lot"},{"speaker":"John Weaver","startTime":1786.25,"endTime":1789.8500000000001,"body":"of this price increase in the"},{"speaker":"John Weaver","startTime":1786.25,"endTime":1789.8500000000001,"body":"US, because this is us copper"},{"speaker":"John Weaver","startTime":1789.8500000000001,"endTime":1795.3700000000001,"body":"Futures, a lot of this price"},{"speaker":"John Weaver","startTime":1789.8500000000001,"endTime":1795.3700000000001,"body":"increase is due to the belief"},{"speaker":"John Weaver","startTime":1795.43,"endTime":1799.99,"body":"that this tariff was coming, and"},{"speaker":"John Weaver","startTime":1795.43,"endTime":1799.99,"body":"so domestic copper buyers were"},{"speaker":"John Weaver","startTime":1799.99,"endTime":1803.43,"body":"snapping up all the capacity."},{"speaker":"John Weaver","startTime":1799.99,"endTime":1803.43,"body":"There's massive volumes of"},{"speaker":"John Weaver","startTime":1803.43,"endTime":1806.79,"body":"copper, I'm guessing, stored"},{"speaker":"John Weaver","startTime":1803.43,"endTime":1806.79,"body":"within the United States, that"},{"speaker":"John Weaver","startTime":1806.79,"endTime":1810.33,"body":"were bought at much cheaper"},{"speaker":"John Weaver","startTime":1806.79,"endTime":1810.33,"body":"prices. And now it's coming. So"},{"speaker":"John Weaver","startTime":1810.51,"endTime":1815.91,"body":"first off, over the last year,"},{"speaker":"John Weaver","startTime":1810.51,"endTime":1815.91,"body":"we have this 27% up, I quote"},{"speaker":"John Weaver","startTime":1815.91,"endTime":1819.15,"body":"projects a year out. So this is"},{"speaker":"John Weaver","startTime":1815.91,"endTime":1819.15,"body":"stressful to me, seeing this"},{"speaker":"John Weaver","startTime":1819.15,"endTime":1823.49,"body":"chart. I quote copper in"},{"speaker":"John Weaver","startTime":1819.15,"endTime":1823.49,"body":"projects. It's 1% of a project,"},{"speaker":"John Weaver","startTime":1823.49,"endTime":1830.45,"body":"2% that's four cents, six cents,"},{"speaker":"John Weaver","startTime":1823.49,"endTime":1830.45,"body":"three cents, it's up 27% so"},{"speaker":"John Weaver","startTime":1830.45,"endTime":1833.57,"body":"that's a penny, a penny and a"},{"speaker":"John Weaver","startTime":1830.45,"endTime":1833.57,"body":"half that's disappeared from"},{"speaker":"John Weaver","startTime":1833.57,"endTime":1838.67,"body":"last year. So that's last year."},{"speaker":"John Weaver","startTime":1833.57,"endTime":1838.67,"body":"$5.09 that's that's the cost."},{"speaker":"John Weaver","startTime":1839.33,"endTime":1842.45,"body":"Then we got little little notice"},{"speaker":"John Weaver","startTime":1839.33,"endTime":1842.45,"body":"here. Trump says it's happening"},{"speaker":"John Weaver","startTime":1842.57,"endTime":1846.79,"body":"August 1. This just came out"},{"speaker":"John Weaver","startTime":1842.57,"endTime":1846.79,"body":"July 8. So this is phase two of"},{"speaker":"John Weaver","startTime":1846.79,"endTime":1850.81,"body":"the story. Now, that first post"},{"speaker":"John Weaver","startTime":1846.79,"endTime":1850.81,"body":"I made here, let me go back one."},{"speaker":"John Weaver","startTime":1852.13,"endTime":1856.03,"body":"Let me go to this one. This is"},{"speaker":"John Weaver","startTime":1852.13,"endTime":1856.03,"body":"13 days ago. So this is a little"},{"speaker":"John Weaver","startTime":1856.03,"endTime":1861.3700000000001,"body":"bit ago. This is June 27 so now"},{"speaker":"John Weaver","startTime":1856.03,"endTime":1861.3700000000001,"body":"we're July 11. So now yesterday,"},{"speaker":"John Weaver","startTime":1861.67,"endTime":1865.59,"body":"or the the following day we got"},{"speaker":"John Weaver","startTime":1861.67,"endTime":1865.59,"body":"this one copper up. That's July"},{"speaker":"John Weaver","startTime":1865.59,"endTime":1871.23,"body":"8, so that's three days ago. So"},{"speaker":"John Weaver","startTime":1865.59,"endTime":1871.23,"body":"now the morning after, we keep"},{"speaker":"John Weaver","startTime":1871.23,"endTime":1874.77,"body":"clicking the wrong thing. Look"},{"speaker":"John Weaver","startTime":1871.23,"endTime":1874.77,"body":"at this, bam, right after that"},{"speaker":"John Weaver","startTime":1874.77,"endTime":1880.89,"body":"announcement. Now we see $5.50"},{"speaker":"John Weaver","startTime":1874.77,"endTime":1880.89,"body":"now maybe it fell off a tiny"},{"speaker":"John Weaver","startTime":1880.89,"endTime":1883.55,"body":"bit, but it just went from that"},{"speaker":"John Weaver","startTime":1880.89,"endTime":1883.55,"body":"number that we were talking"},{"speaker":"John Weaver","startTime":1883.55,"endTime":1888.95,"body":"about that I showed you 509,"},{"speaker":"John Weaver","startTime":1883.55,"endTime":1888.95,"body":"whatever, just jump 13% that's a"},{"speaker":"John Weaver","startTime":1888.95,"endTime":1893.75,"body":"big number. And so now, oops,"},{"speaker":"John Weaver","startTime":1888.95,"endTime":1893.75,"body":"keep clicking the wrong one. Now"},{"speaker":"John Weaver","startTime":1893.75,"endTime":1899.09,"body":"this is from a Reuters article."},{"speaker":"John Weaver","startTime":1893.75,"endTime":1899.09,"body":"The US copper price is now 138%"},{"speaker":"John Weaver","startTime":1901.6100000000001,"endTime":1907.21,"body":"above. For the global price. So"},{"speaker":"John Weaver","startTime":1901.6100000000001,"endTime":1907.21,"body":"that means we're paying more"},{"speaker":"John Weaver","startTime":1907.21,"endTime":1914.23,"body":"than double the global price of"},{"speaker":"John Weaver","startTime":1907.21,"endTime":1914.23,"body":"copper now. And you know, I hear"},{"speaker":"John Weaver","startTime":1914.23,"endTime":1918.01,"body":"people constantly complaining,"},{"speaker":"John Weaver","startTime":1914.23,"endTime":1918.01,"body":"why does residential solar cost"},{"speaker":"John Weaver","startTime":1918.01,"endTime":1923.43,"body":"so much in the US? How is it"},{"speaker":"John Weaver","startTime":1918.01,"endTime":1923.43,"body":"that Germany has it for $1 a"},{"speaker":"John Weaver","startTime":1923.43,"endTime":1930.15,"body":"watt. You know why I pay $1 a"},{"speaker":"John Weaver","startTime":1923.43,"endTime":1930.15,"body":"watt for hardware alone? That's"},{"speaker":"John Weaver","startTime":1930.21,"endTime":1933.45,"body":"it. You want to install solar."},{"speaker":"John Weaver","startTime":1930.21,"endTime":1933.45,"body":"It costs you a buck for your"},{"speaker":"John Weaver","startTime":1933.45,"endTime":1937.83,"body":"gear. Germany gets it for $1 the"},{"speaker":"John Weaver","startTime":1933.45,"endTime":1937.83,"body":"total system. You know why their"},{"speaker":"John Weaver","startTime":1937.83,"endTime":1942.27,"body":"modules cost 10 cents a watt? My"},{"speaker":"John Weaver","startTime":1937.83,"endTime":1942.27,"body":"modules cost 40 cents a watt."},{"speaker":"John Weaver","startTime":1942.75,"endTime":1945.53,"body":"What's your choice? Public you"},{"speaker":"John Weaver","startTime":1942.75,"endTime":1945.53,"body":"want tariffs, you want this, you"},{"speaker":"John Weaver","startTime":1945.53,"endTime":1948.95,"body":"want that. You want domestic"},{"speaker":"John Weaver","startTime":1945.53,"endTime":1948.95,"body":"protections. Great, you got it"},{"speaker":"John Weaver","startTime":1949.31,"endTime":1952.31,"body":"now. You got three bucks a watt"},{"speaker":"John Weaver","startTime":1949.31,"endTime":1952.31,"body":"solar. And here's part of the"},{"speaker":"John Weaver","startTime":1952.31,"endTime":1957.17,"body":"reason your copper is more than"},{"speaker":"John Weaver","startTime":1952.31,"endTime":1957.17,"body":"double the global copper price."},{"speaker":"John Weaver","startTime":1957.59,"endTime":1961.49,"body":"So that's it. And then here's"},{"speaker":"John Weaver","startTime":1957.59,"endTime":1961.49,"body":"some hard numbers. This is a"},{"speaker":"John Weaver","startTime":1961.49,"endTime":1964.01,"body":"project I'm working on now. This"},{"speaker":"John Weaver","startTime":1961.49,"endTime":1964.01,"body":"is a project that we're just"},{"speaker":"John Weaver","startTime":1964.01,"endTime":1967.15,"body":"construction. We're not even"},{"speaker":"John Weaver","startTime":1964.01,"endTime":1967.15,"body":"procuring all the hardware. So"},{"speaker":"John Weaver","startTime":1967.15,"endTime":1970.27,"body":"the numbers are off a little."},{"speaker":"John Weaver","startTime":1967.15,"endTime":1970.27,"body":"This is a carport, so it's"},{"speaker":"John Weaver","startTime":1970.27,"endTime":1975.19,"body":"really a $3 a watt project. But"},{"speaker":"John Weaver","startTime":1970.27,"endTime":1975.19,"body":"this is the copper change that"},{"speaker":"John Weaver","startTime":1975.19,"endTime":1982.33,"body":"just occurred. We just added"},{"speaker":"John Weaver","startTime":1975.19,"endTime":1982.33,"body":"$23,000 to a project just on the"},{"speaker":"John Weaver","startTime":1982.33,"endTime":1988.29,"body":"cost of copper. So it's not"},{"speaker":"John Weaver","startTime":1982.33,"endTime":1988.29,"body":"trivial. I buy six figures worth"},{"speaker":"John Weaver","startTime":1988.29,"endTime":1991.05,"body":"of copper every year. That"},{"speaker":"John Weaver","startTime":1988.29,"endTime":1991.05,"body":"number is going to double now."},{"speaker":"John Weaver","startTime":1991.65,"endTime":1997.29,"body":"So what's going to happen with"},{"speaker":"John Weaver","startTime":1991.65,"endTime":1997.29,"body":"that? I don't know. I just I"},{"speaker":"John Weaver","startTime":1997.3500000000001,"endTime":1998.07,"body":"it's and in"},{"speaker":"Tim Montague","startTime":1998.07,"endTime":2001.25,"body":"your mind, what is"},{"speaker":"Tim Montague","startTime":1998.07,"endTime":2001.25,"body":"Trump trying to accomplish?"},{"speaker":"John Weaver","startTime":2003.41,"endTime":2008.05,"body":"In my mind, he's"},{"speaker":"John Weaver","startTime":2003.41,"endTime":2008.05,"body":"attempting to do tax cuts for"},{"speaker":"John Weaver","startTime":2008.05,"endTime":2014.95,"body":"the wealthy and using tariffs to"},{"speaker":"John Weaver","startTime":2008.05,"endTime":2014.95,"body":"fund it as well. Using tariffs"},{"speaker":"John Weaver","startTime":2014.95,"endTime":2021.31,"body":"to negotiate with countries"},{"speaker":"John Weaver","startTime":2014.95,"endTime":2021.31,"body":"externally, and I don't know,"},{"speaker":"John Weaver","startTime":2021.3700000000001,"endTime":2026.01,"body":"use it for leverage in"},{"speaker":"John Weaver","startTime":2021.3700000000001,"endTime":2026.01,"body":"negotiations for stuff. I don't"},{"speaker":"John Weaver","startTime":2026.01,"endTime":2029.07,"body":"really believe it's to help the"},{"speaker":"John Weaver","startTime":2026.01,"endTime":2029.07,"body":"economy or rebuild domestic"},{"speaker":"John Weaver","startTime":2029.07,"endTime":2033.03,"body":"stuff. I think it's I think it's"},{"speaker":"John Weaver","startTime":2029.07,"endTime":2033.03,"body":"about leverage and negotiations."},{"speaker":"John Weaver","startTime":2033.03,"endTime":2036.63,"body":"I think it's about, I don't"},{"speaker":"John Weaver","startTime":2033.03,"endTime":2036.63,"body":"know, getting some sort of deal"},{"speaker":"John Weaver","startTime":2036.63,"endTime":2040.77,"body":"for himself. I'm not very"},{"speaker":"John Weaver","startTime":2036.63,"endTime":2040.77,"body":"positive on his motivations. I"},{"speaker":"John Weaver","startTime":2040.77,"endTime":2044.15,"body":"don't think he's pro us very"},{"speaker":"John Weaver","startTime":2040.77,"endTime":2044.15,"body":"much. I think he's pro"},{"speaker":"John Weaver","startTime":2044.15,"endTime":2048.35,"body":"something, but so so that. So"},{"speaker":"John Weaver","startTime":2044.15,"endTime":2048.35,"body":"that's my story. Copper's up."},{"speaker":"John Weaver","startTime":2048.35,"endTime":2051.71,"body":"Copper just doubled over the"},{"speaker":"John Weaver","startTime":2048.35,"endTime":2051.71,"body":"last week. Not double. Just went"},{"speaker":"John Weaver","startTime":2051.71,"endTime":2056.45,"body":"up, I don't know, 20% 30% just"},{"speaker":"John Weaver","startTime":2051.71,"endTime":2056.45,"body":"double the world. And it just"},{"speaker":"John Weaver","startTime":2056.45,"endTime":2060.77,"body":"added $23,000 to one of my"},{"speaker":"John Weaver","startTime":2056.45,"endTime":2060.77,"body":"projects. So if you were"},{"speaker":"John Weaver","startTime":2060.77,"endTime":2064.99,"body":"wondering why solar is going up,"},{"speaker":"John Weaver","startTime":2060.77,"endTime":2064.99,"body":"why it's this, why it's that,"},{"speaker":"John Weaver","startTime":2064.99,"endTime":2068.65,"body":"you know, it's here's here's"},{"speaker":"John Weaver","startTime":2064.99,"endTime":2068.65,"body":"part of your reason it's you are"},{"speaker":"John Weaver","startTime":2068.65,"endTime":2073.39,"body":"paying more for solar gear in"},{"speaker":"John Weaver","startTime":2068.65,"endTime":2073.39,"body":"the United States than you are"},{"speaker":"John Weaver","startTime":2073.63,"endTime":2078.49,"body":"anywhere else on Earth. And you"},{"speaker":"John Weaver","startTime":2073.63,"endTime":2078.49,"body":"know, all right, I guess that's"},{"speaker":"John Weaver","startTime":2078.5499999999997,"endTime":2083.11,"body":"it. That's the world we chose so"},{"speaker":"John Weaver","startTime":2078.5499999999997,"endTime":2083.11,"body":"for that. So that's my copper"},{"speaker":"John Weaver","startTime":2083.11,"endTime":2085.5899999999997,"body":"story. Sorry guys, but, you"},{"speaker":"John Weaver","startTime":2083.11,"endTime":2085.5899999999997,"body":"know, I spent a lot on copper,"},{"speaker":"John Weaver","startTime":2085.5899999999997,"endTime":2088.41,"body":"and so that pay I pay attention,"},{"speaker":"John Weaver","startTime":2085.5899999999997,"endTime":2088.41,"body":"and it stresses me. Yeah,"},{"speaker":"Tim Montague","startTime":2088.5299999999997,"endTime":2090.93,"body":"I mean, I just"},{"speaker":"Tim Montague","startTime":2088.5299999999997,"endTime":2090.93,"body":"asked, perplexity, how big the"},{"speaker":"Tim Montague","startTime":2090.99,"endTime":2095.31,"body":"US copper industry is. We do"},{"speaker":"Tim Montague","startTime":2090.99,"endTime":2095.31,"body":"mine, copper in the US,"},{"speaker":"John Weaver","startTime":2096.27,"endTime":2099.45,"body":"got a big plant"},{"speaker":"John Weaver","startTime":2096.27,"endTime":2099.45,"body":"down Arizona, half of our meats."},{"speaker":"John Weaver","startTime":2099.45,"endTime":2099.5699999999997,"body":"We"},{"speaker":"Tim Montague","startTime":2099.75,"endTime":2106.19,"body":"only make 5% of"},{"speaker":"Tim Montague","startTime":2099.75,"endTime":2106.19,"body":"world copper output, right? So"},{"speaker":"Tim Montague","startTime":2106.25,"endTime":2114.3500000000004,"body":"are we, you know, we only"},{"speaker":"Tim Montague","startTime":2106.25,"endTime":2114.3500000000004,"body":"domestically, source 5% and so"},{"speaker":"Tim Montague","startTime":2114.3500000000004,"endTime":2115.8500000000004,"body":"we're importing a lot of copper."},{"speaker":"John Weaver","startTime":2117.83,"endTime":2120.83,"body":"Well, I believe"},{"speaker":"John Weaver","startTime":2117.83,"endTime":2120.83,"body":"that half, yeah. So this is what"},{"speaker":"John Weaver","startTime":2120.83,"endTime":2126.9100000000003,"body":"I heard about, half of copper"},{"speaker":"John Weaver","startTime":2120.83,"endTime":2126.9100000000003,"body":"consumed in the US is produced"},{"speaker":"John Weaver","startTime":2126.9700000000003,"endTime":2130.81,"body":"domestically, okay? And two"},{"speaker":"John Weaver","startTime":2126.9700000000003,"endTime":2130.81,"body":"thirds of it comes from a single"},{"speaker":"John Weaver","startTime":2130.81,"endTime":2137.4700000000003,"body":"mine in Arizona. So half of the"},{"speaker":"John Weaver","startTime":2130.81,"endTime":2137.4700000000003,"body":"copper that we're using now just"},{"speaker":"John Weaver","startTime":2137.4700000000003,"endTime":2141.61,"body":"went up in price massively. And"},{"speaker":"John Weaver","startTime":2137.4700000000003,"endTime":2141.61,"body":"domestic folks will follow that"},{"speaker":"John Weaver","startTime":2141.61,"endTime":2145.9500000000003,"body":"by increasing their price just"},{"speaker":"John Weaver","startTime":2141.61,"endTime":2145.9500000000003,"body":"because they can. It's, you"},{"speaker":"John Weaver","startTime":2145.9500000000003,"endTime":2149.9100000000003,"body":"know, right? That's capitalism,"},{"speaker":"John Weaver","startTime":2145.9500000000003,"endTime":2149.9100000000003,"body":"right? You see an opportunity."},{"speaker":"John Weaver","startTime":2149.9100000000003,"endTime":2154.53,"body":"You're a fool to leave a market"},{"speaker":"John Weaver","startTime":2149.9100000000003,"endTime":2154.53,"body":"position open. So expect even"},{"speaker":"John Weaver","startTime":2154.53,"endTime":2157.2300000000005,"body":"the domestic people, so that"},{"speaker":"John Weaver","startTime":2154.53,"endTime":2157.2300000000005,"body":"they can get higher profits,"},{"speaker":"John Weaver","startTime":2157.4700000000003,"endTime":2161.7900000000004,"body":"will push their copper price up."},{"speaker":"John Weaver","startTime":2157.4700000000003,"endTime":2161.7900000000004,"body":"And that's, that's what we're"},{"speaker":"John Weaver","startTime":2161.7900000000004,"endTime":2164.9900000000002,"body":"going to deal with. So price of"},{"speaker":"John Weaver","startTime":2161.7900000000004,"endTime":2164.9900000000002,"body":"solar just went up a penny, two,"},{"speaker":"John Weaver","startTime":2164.9900000000002,"endTime":2169.55,"body":"three, something in that range,"},{"speaker":"John Weaver","startTime":2164.9900000000002,"endTime":2169.55,"body":"just for the copper. Yep. So, so"},{"speaker":"John Weaver","startTime":2169.55,"endTime":2173.03,"body":"what we're using, a lot more"},{"speaker":"John Weaver","startTime":2169.55,"endTime":2173.03,"body":"aluminum FYI long wire runs."},{"speaker":"John Weaver","startTime":2173.3900000000003,"endTime":2175.61,"body":"We'll be spending some on"},{"speaker":"John Weaver","startTime":2173.3900000000003,"endTime":2175.61,"body":"aluminum, quite a bit,"},{"speaker":"Tim Montague","startTime":2178.309,"endTime":2181.7290000000003,"body":"all right. Well,"},{"speaker":"Tim Montague","startTime":2178.309,"endTime":2181.7290000000003,"body":"let's move on. It's not a happy"},{"speaker":"Tim Montague","startTime":2181.789,"endTime":2187.449,"body":"the copper situation is, is,"},{"speaker":"Tim Montague","startTime":2181.789,"endTime":2187.449,"body":"yeah, that's not happy. Do we"},{"speaker":"Tim Montague","startTime":2187.449,"endTime":2190.989,"body":"have any good news project of"},{"speaker":"Tim Montague","startTime":2187.449,"endTime":2190.989,"body":"the week? Tim, all right, all"},{"speaker":"Tim Montague","startTime":2190.989,"endTime":2193.6290000000004,"body":"right, let's talk about that. We"},{"speaker":"Tim Montague","startTime":2190.989,"endTime":2193.6290000000004,"body":"got lots of good"},{"speaker":"John Weaver","startTime":2193.63,"endTime":2195.4900000000002,"body":"news. All the rest"},{"speaker":"John Weaver","startTime":2193.63,"endTime":2195.4900000000002,"body":"of the articles are good news."},{"speaker":"John Weaver","startTime":2195.55,"endTime":2196.57,"body":"We got through the crap."},{"speaker":"Tim Montague","startTime":2197.8300000000004,"endTime":2199.8700000000003,"body":"This is the Tesla"},{"speaker":"Tim Montague","startTime":2197.8300000000004,"endTime":2199.8700000000003,"body":"Mega Pack project."},{"speaker":"John Weaver","startTime":2200.2300000000005,"endTime":2203.8500000000004,"body":"Yes, sir. Yes, sir."},{"speaker":"John Weaver","startTime":2200.2300000000005,"endTime":2203.8500000000004,"body":"We dropped a. We did a pick for"},{"speaker":"John Weaver","startTime":2203.8500000000004,"endTime":2206.8500000000004,"body":"a Mega Pack. We can't install it"},{"speaker":"John Weaver","startTime":2203.8500000000004,"endTime":2206.8500000000004,"body":"yet. Let me share some of my"},{"speaker":"John Weaver","startTime":2206.8500000000004,"endTime":2211.7700000000004,"body":"pictures here, and but we can't"},{"speaker":"John Weaver","startTime":2206.8500000000004,"endTime":2211.7700000000004,"body":"install yet. We're still waiting"},{"speaker":"John Weaver","startTime":2211.7700000000004,"endTime":2216.8100000000004,"body":"a little bit, but it's coming."},{"speaker":"John Weaver","startTime":2211.7700000000004,"endTime":2216.8100000000004,"body":"So here's a here's a Tesla Mega"},{"speaker":"John Weaver","startTime":2216.8100000000004,"endTime":2221.4900000000002,"body":"Pack. We this was on site. This"},{"speaker":"John Weaver","startTime":2216.8100000000004,"endTime":2221.4900000000002,"body":"is in Massachusetts. Is actually"},{"speaker":"John Weaver","startTime":2221.4900000000002,"endTime":2225.59,"body":"on a military base, and so we"},{"speaker":"John Weaver","startTime":2221.4900000000002,"endTime":2225.59,"body":"have to put it on some planks,"},{"speaker":"John Weaver","startTime":2225.59,"endTime":2227.8700000000003,"body":"because we can't start"},{"speaker":"John Weaver","startTime":2225.59,"endTime":2227.8700000000003,"body":"installing it for a couple of"},{"speaker":"John Weaver","startTime":2227.8700000000003,"endTime":2230.8700000000003,"body":"weeks. But the Mega Pack showed"},{"speaker":"John Weaver","startTime":2227.8700000000003,"endTime":2230.8700000000003,"body":"up early, so we put down some"},{"speaker":"John Weaver","startTime":2230.8700000000003,"endTime":2233.8700000000003,"body":"gravel. There's a few layers"},{"speaker":"John Weaver","startTime":2230.8700000000003,"endTime":2233.8700000000003,"body":"underneath that gravel, then we"},{"speaker":"John Weaver","startTime":2233.8700000000003,"endTime":2238.4900000000002,"body":"have some nice, heavy wood"},{"speaker":"John Weaver","startTime":2233.8700000000003,"endTime":2238.4900000000002,"body":"planks on it. And we just, you"},{"speaker":"John Weaver","startTime":2238.4900000000002,"endTime":2241.7300000000005,"body":"know, we picked a battery. And"},{"speaker":"John Weaver","startTime":2238.4900000000002,"endTime":2241.7300000000005,"body":"here's the carport, the solar"},{"speaker":"John Weaver","startTime":2241.7300000000005,"endTime":2246.61,"body":"carport that it's associated"},{"speaker":"John Weaver","startTime":2241.7300000000005,"endTime":2246.61,"body":"with. You can see the SMA solar"},{"speaker":"John Weaver","startTime":2246.61,"endTime":2249.9700000000003,"body":"inverter here that's going to be"},{"speaker":"John Weaver","startTime":2246.61,"endTime":2249.9700000000003,"body":"connected to the solar park"},{"speaker":"John Weaver","startTime":2249.9700000000003,"endTime":2254.59,"body":"carport to be a nice micro grid"},{"speaker":"John Weaver","startTime":2249.9700000000003,"endTime":2254.59,"body":"system on a military base. And"},{"speaker":"John Weaver","startTime":2255.19,"endTime":2259.69,"body":"I'm kind of excited about doing"},{"speaker":"John Weaver","startTime":2255.19,"endTime":2259.69,"body":"batteries, because number one,"},{"speaker":"John Weaver","startTime":2259.69,"endTime":2263.13,"body":"the ITC is on batteries. For a"},{"speaker":"John Weaver","startTime":2259.69,"endTime":2263.13,"body":"very long time. Got almost a"},{"speaker":"John Weaver","startTime":2263.13,"endTime":2267.2700000000004,"body":"decade of battery construction"},{"speaker":"John Weaver","startTime":2263.13,"endTime":2267.2700000000004,"body":"coming, and we have a"},{"speaker":"John Weaver","startTime":2267.2700000000004,"endTime":2270.69,"body":"partnership that we're hoping to"},{"speaker":"John Weaver","startTime":2267.2700000000004,"endTime":2270.69,"body":"develop and turn into something"},{"speaker":"John Weaver","startTime":2270.69,"endTime":2276.8700000000003,"body":"heavy and strong, where we are"},{"speaker":"John Weaver","startTime":2270.69,"endTime":2276.8700000000003,"body":"going to be the EPC local branch"},{"speaker":"John Weaver","startTime":2276.8700000000003,"endTime":2280.9500000000003,"body":"of a of a battery company. And"},{"speaker":"John Weaver","startTime":2276.8700000000003,"endTime":2280.9500000000003,"body":"hopefully you get to hear me"},{"speaker":"John Weaver","startTime":2280.9500000000003,"endTime":2284.57,"body":"talk about a utility scale"},{"speaker":"John Weaver","startTime":2280.9500000000003,"endTime":2284.57,"body":"battery in our, you know, medium"},{"speaker":"John Weaver","startTime":2284.57,"endTime":2285.3500000000004,"body":"term future,"},{"speaker":"Tim Montague","startTime":2285.53,"endTime":2289.61,"body":"yeah, so and how"},{"speaker":"Tim Montague","startTime":2285.53,"endTime":2289.61,"body":"many? How many kWh or megawatt"},{"speaker":"Tim Montague","startTime":2289.61,"endTime":2292.4900000000002,"body":"hours is the battery? This, this"},{"speaker":"Tim Montague","startTime":2289.61,"endTime":2292.4900000000002,"body":"particular project,"},{"speaker":"John Weaver","startTime":2293.15,"endTime":2296.15,"body":"this unit, I"},{"speaker":"John Weaver","startTime":2293.15,"endTime":2296.15,"body":"believe this is a one and a half"},{"speaker":"John Weaver","startTime":2296.15,"endTime":2299.8100000000004,"body":"megawatt, four megawatt hour,"},{"speaker":"John Weaver","startTime":2296.15,"endTime":2299.8100000000004,"body":"but I don't explicitly know,"},{"speaker":"John Weaver","startTime":2299.8100000000004,"endTime":2304.09,"body":"because I know it's evolved and"},{"speaker":"John Weaver","startTime":2299.8100000000004,"endTime":2304.09,"body":"it they could be getting bigger,"},{"speaker":"John Weaver","startTime":2304.3900000000003,"endTime":2307.69,"body":"but I'm not on the procurement"},{"speaker":"John Weaver","startTime":2304.3900000000003,"endTime":2307.69,"body":"of the battery side. A lot of"},{"speaker":"John Weaver","startTime":2307.69,"endTime":2310.15,"body":"the technical details, I don't"},{"speaker":"John Weaver","startTime":2307.69,"endTime":2310.15,"body":"even, we don't even have access"},{"speaker":"John Weaver","startTime":2310.8700000000003,"endTime":2314.2300000000005,"body":"to. It's no know what you got to"},{"speaker":"John Weaver","startTime":2310.8700000000003,"endTime":2314.2300000000005,"body":"know and build it is our job. So"},{"speaker":"John Weaver","startTime":2314.2900000000004,"endTime":2317.9500000000003,"body":"you're the installer. We are the"},{"speaker":"John Weaver","startTime":2314.2900000000004,"endTime":2317.9500000000003,"body":"We Are the installer. Yes, the"},{"speaker":"John Weaver","startTime":2317.9500000000003,"endTime":2321.4900000000002,"body":"only thing we're procuring is a"},{"speaker":"John Weaver","startTime":2317.9500000000003,"endTime":2321.4900000000002,"body":"little bit of copper and some"},{"speaker":"John Weaver","startTime":2321.4900000000002,"endTime":2325.2900000000004,"body":"machines so, but that's our"},{"speaker":"John Weaver","startTime":2321.4900000000002,"endTime":2325.2900000000004,"body":"battery drop, so I'm just"},{"speaker":"John Weaver","startTime":2325.2900000000004,"endTime":2329.19,"body":"excited. It's our first drop of"},{"speaker":"John Weaver","startTime":2325.2900000000004,"endTime":2329.19,"body":"a shipping container size"},{"speaker":"John Weaver","startTime":2329.19,"endTime":2332.2500000000005,"body":"battery, full shipping container"},{"speaker":"John Weaver","startTime":2329.19,"endTime":2332.2500000000005,"body":"battery. We have a few others,"},{"speaker":"John Weaver","startTime":2332.2500000000005,"endTime":2334.59,"body":"smaller, redone. We actually"},{"speaker":"John Weaver","startTime":2332.2500000000005,"endTime":2334.59,"body":"have a few that we're working on"},{"speaker":"John Weaver","startTime":2334.59,"endTime":2338.13,"body":"right now. Pretty soon, we'll"},{"speaker":"John Weaver","startTime":2334.59,"endTime":2338.13,"body":"have a three and a half megawatt"},{"speaker":"John Weaver","startTime":2338.19,"endTime":2342.51,"body":"solar project that has eight ish"},{"speaker":"John Weaver","startTime":2338.19,"endTime":2342.51,"body":"megawatt hours of batteries on"},{"speaker":"John Weaver","startTime":2342.51,"endTime":2345.05,"body":"it. I believe could be six"},{"speaker":"John Weaver","startTime":2342.51,"endTime":2345.05,"body":"again. Yeah, designs are"},{"speaker":"John Weaver","startTime":2345.05,"endTime":2346.01,"body":"changing. So"},{"speaker":"Tim Montague","startTime":2346.4300000000003,"endTime":2348.8900000000003,"body":"I was just, I was"},{"speaker":"Tim Montague","startTime":2346.4300000000003,"endTime":2348.8900000000003,"body":"just reviewing a little video I"},{"speaker":"Tim Montague","startTime":2348.8900000000003,"endTime":2353.15,"body":"did a couple months ago on the"},{"speaker":"Tim Montague","startTime":2348.8900000000003,"endTime":2353.15,"body":"value stack of battery storage."},{"speaker":"Tim Montague","startTime":2353.15,"endTime":2358.67,"body":"And my friends at intelligent"},{"speaker":"Tim Montague","startTime":2353.15,"endTime":2358.67,"body":"generation, the software as a"},{"speaker":"Tim Montague","startTime":2358.67,"endTime":2362.2700000000004,"body":"service company here in the"},{"speaker":"Tim Montague","startTime":2358.67,"endTime":2362.2700000000004,"body":"Midwest, have created a moniker,"},{"speaker":"Tim Montague","startTime":2362.8700000000003,"endTime":2367.9900000000002,"body":"earn, save, protect. You can"},{"speaker":"Tim Montague","startTime":2362.8700000000003,"endTime":2367.9900000000002,"body":"earn money with grid services"},{"speaker":"Tim Montague","startTime":2367.9900000000002,"endTime":2371.7700000000004,"body":"like frequency regulation with a"},{"speaker":"Tim Montague","startTime":2367.9900000000002,"endTime":2371.7700000000004,"body":"battery, okay, that's a cash"},{"speaker":"Tim Montague","startTime":2371.7700000000004,"endTime":2376.9900000000002,"body":"machine. You can save money by"},{"speaker":"Tim Montague","startTime":2371.7700000000004,"endTime":2376.9900000000002,"body":"attacking demand charges or"},{"speaker":"Tim Montague","startTime":2376.9900000000002,"endTime":2381.7900000000004,"body":"capacity charges, or both demand"},{"speaker":"Tim Montague","startTime":2376.9900000000002,"endTime":2381.7900000000004,"body":"charges and capacity charges are"},{"speaker":"Tim Montague","startTime":2381.7900000000004,"endTime":2385.4100000000003,"body":"cousins of one another. In"},{"speaker":"Tim Montague","startTime":2381.7900000000004,"endTime":2385.4100000000003,"body":"California, for example, you're"},{"speaker":"Tim Montague","startTime":2385.4100000000003,"endTime":2387.9300000000003,"body":"often trying to attack demand"},{"speaker":"Tim Montague","startTime":2385.4100000000003,"endTime":2387.9300000000003,"body":"charges. Here in the Midwest,"},{"speaker":"Tim Montague","startTime":2387.9300000000003,"endTime":2391.7700000000004,"body":"we're attacking capacity"},{"speaker":"Tim Montague","startTime":2387.9300000000003,"endTime":2391.7700000000004,"body":"charges. A capacity Day is a day"},{"speaker":"Tim Montague","startTime":2391.7700000000004,"endTime":2394.9500000000003,"body":"when the grid is humming at full"},{"speaker":"Tim Montague","startTime":2391.7700000000004,"endTime":2394.9500000000003,"body":"capacity, and you get a"},{"speaker":"Tim Montague","startTime":2394.9500000000003,"endTime":2398.67,"body":"notification the day before, and"},{"speaker":"Tim Montague","startTime":2394.9500000000003,"endTime":2398.67,"body":"then you can attack that window."},{"speaker":"Tim Montague","startTime":2398.67,"endTime":2403.4900000000002,"body":"It's a two hour window, and that"},{"speaker":"Tim Montague","startTime":2398.67,"endTime":2403.4900000000002,"body":"could be 30% of your power bill."},{"speaker":"Tim Montague","startTime":2404.63,"endTime":2408.4700000000003,"body":"So earn, save and then protect"},{"speaker":"Tim Montague","startTime":2404.63,"endTime":2408.4700000000003,"body":"from grid outages, right? If you"},{"speaker":"Tim Montague","startTime":2408.4700000000003,"endTime":2411.3500000000004,"body":"don't have a battery and the"},{"speaker":"Tim Montague","startTime":2408.4700000000003,"endTime":2411.3500000000004,"body":"grid goes down, your solar isn't"},{"speaker":"Tim Montague","startTime":2411.3500000000004,"endTime":2415.07,"body":"going to do anything for you."},{"speaker":"Tim Montague","startTime":2411.3500000000004,"endTime":2415.07,"body":"Unfortunately, you need a"},{"speaker":"Tim Montague","startTime":2415.07,"endTime":2419.09,"body":"battery and the ability to micro"},{"speaker":"Tim Montague","startTime":2415.07,"endTime":2419.09,"body":"grid, and then you can be"},{"speaker":"Tim Montague","startTime":2420.11,"endTime":2422.57,"body":"sustain, you know, self"},{"speaker":"Tim Montague","startTime":2420.11,"endTime":2422.57,"body":"sustaining, or at least have"},{"speaker":"Tim Montague","startTime":2422.57,"endTime":2425.65,"body":"ride through, if you're an"},{"speaker":"Tim Montague","startTime":2422.57,"endTime":2425.65,"body":"industrial facility, that's what"},{"speaker":"Tim Montague","startTime":2425.65,"endTime":2429.2500000000005,"body":"we would normally use batteries"},{"speaker":"Tim Montague","startTime":2425.65,"endTime":2429.2500000000005,"body":"for. You can't do like full off"},{"speaker":"Tim Montague","startTime":2429.2500000000005,"endTime":2433.63,"body":"grid operations with a big"},{"speaker":"Tim Montague","startTime":2429.2500000000005,"endTime":2433.63,"body":"manufacturing facility, because"},{"speaker":"Tim Montague","startTime":2433.8700000000003,"endTime":2436.8100000000004,"body":"the battery would be so large,"},{"speaker":"Tim Montague","startTime":2433.8700000000003,"endTime":2436.8100000000004,"body":"it just wouldn't be economical."},{"speaker":"Tim Montague","startTime":2437.17,"endTime":2441.01,"body":"But you can do what we would"},{"speaker":"Tim Montague","startTime":2437.17,"endTime":2441.01,"body":"call ride through, so you can"},{"speaker":"Tim Montague","startTime":2441.01,"endTime":2445.53,"body":"avoid an uncontrolled shutdown"},{"speaker":"Tim Montague","startTime":2441.01,"endTime":2445.53,"body":"in, say, a plastics"},{"speaker":"Tim Montague","startTime":2445.53,"endTime":2448.17,"body":"manufacturing facility where"},{"speaker":"Tim Montague","startTime":2445.53,"endTime":2448.17,"body":"they're doing like injection"},{"speaker":"Tim Montague","startTime":2448.17,"endTime":2454.4700000000003,"body":"molding, right? If the grid"},{"speaker":"Tim Montague","startTime":2448.17,"endTime":2454.4700000000003,"body":"says, Hey, I'm about to have a"},{"speaker":"Tim Montague","startTime":2454.4700000000003,"endTime":2460.53,"body":"brown out, the battery switches"},{"speaker":"Tim Montague","startTime":2454.4700000000003,"endTime":2460.53,"body":"into micro grid mode, and then"},{"speaker":"Tim Montague","startTime":2460.53,"endTime":2465.8300000000004,"body":"you can gradually shut things"},{"speaker":"Tim Montague","startTime":2460.53,"endTime":2465.8300000000004,"body":"down in a controlled manner. So"},{"speaker":"Tim Montague","startTime":2466.4300000000003,"endTime":2469.4900000000002,"body":"what else should we talk about"},{"speaker":"Tim Montague","startTime":2466.4300000000003,"endTime":2469.4900000000002,"body":"in our last few minutes"},{"speaker":"Tim Montague","startTime":2469.4900000000002,"endTime":2470.21,"body":"together? John,"},{"speaker":"John Weaver","startTime":2471.05,"endTime":2475.4300000000003,"body":"how about that? We"},{"speaker":"John Weaver","startTime":2471.05,"endTime":2475.4300000000003,"body":"crossed two cool lines over the"},{"speaker":"John Weaver","startTime":2475.4300000000003,"endTime":2478.19,"body":"last couple of months in the"},{"speaker":"John Weaver","startTime":2475.4300000000003,"endTime":2478.19,"body":"United States, in terms of solar"},{"speaker":"John Weaver","startTime":2478.19,"endTime":2485.71,"body":"output. The state of California,"},{"speaker":"John Weaver","startTime":2478.19,"endTime":2485.71,"body":"officially, and I'm going to"},{"speaker":"John Weaver","startTime":2485.71,"endTime":2490.7500000000005,"body":"share this one state of"},{"speaker":"John Weaver","startTime":2485.71,"endTime":2490.7500000000005,"body":"California has now become a"},{"speaker":"John Weaver","startTime":2491.2900000000004,"endTime":2495.9700000000003,"body":"solar state. Officially, the"},{"speaker":"John Weaver","startTime":2491.2900000000004,"endTime":2495.9700000000003,"body":"number one source of electricity"},{"speaker":"John Weaver","startTime":2496.3900000000003,"endTime":2501.07,"body":"over the last 12 months in the"},{"speaker":"John Weaver","startTime":2496.3900000000003,"endTime":2501.07,"body":"state of California is our good"},{"speaker":"John Weaver","startTime":2501.07,"endTime":2507.3300000000004,"body":"friend. I. The giant fusion ball"},{"speaker":"John Weaver","startTime":2501.07,"endTime":2507.3300000000004,"body":"in the sky. It has overcome gas."},{"speaker":"John Weaver","startTime":2507.7500000000005,"endTime":2511.4700000000003,"body":"And don't expect this to ever"},{"speaker":"John Weaver","startTime":2507.7500000000005,"endTime":2511.4700000000003,"body":"turn back right here. And so"},{"speaker":"John Weaver","startTime":2511.4700000000003,"endTime":2515.4900000000002,"body":"this is pretty cool. And you"},{"speaker":"John Weaver","startTime":2511.4700000000003,"endTime":2515.4900000000002,"body":"know, we expected it in"},{"speaker":"John Weaver","startTime":2515.4900000000002,"endTime":2519.09,"body":"California first to happen. I"},{"speaker":"John Weaver","startTime":2515.4900000000002,"endTime":2519.09,"body":"made a comment on LinkedIn. I"},{"speaker":"John Weaver","startTime":2519.09,"endTime":2523.9700000000003,"body":"said, as California goes, the"},{"speaker":"John Weaver","startTime":2519.09,"endTime":2523.9700000000003,"body":"nation goes, and if that's the"},{"speaker":"John Weaver","startTime":2523.9700000000003,"endTime":2528.2900000000004,"body":"case, then this is a real good"},{"speaker":"John Weaver","startTime":2523.9700000000003,"endTime":2528.2900000000004,"body":"thing to see right here. And"},{"speaker":"John Weaver","startTime":2528.4700000000003,"endTime":2531.71,"body":"it's not all perfect and pretty"},{"speaker":"John Weaver","startTime":2528.4700000000003,"endTime":2531.71,"body":"stuff, because if you look at"},{"speaker":"John Weaver","startTime":2531.71,"endTime":2535.13,"body":"this curve, you know this thing"},{"speaker":"John Weaver","startTime":2531.71,"endTime":2535.13,"body":"going back over the years looks"},{"speaker":"John Weaver","startTime":2535.13,"endTime":2537.9500000000003,"body":"like gas is kind of stuck here"},{"speaker":"John Weaver","startTime":2535.13,"endTime":2537.9500000000003,"body":"for a little bit. And so that's"},{"speaker":"John Weaver","startTime":2537.9500000000003,"endTime":2540.71,"body":"good point. How we're going to"},{"speaker":"John Weaver","startTime":2537.9500000000003,"endTime":2540.71,"body":"deal with that. We're not sure."},{"speaker":"John Weaver","startTime":2540.8300000000004,"endTime":2543.4300000000003,"body":"If you come down here and you"},{"speaker":"John Weaver","startTime":2540.8300000000004,"endTime":2543.4300000000003,"body":"look at the hydroelectric you"},{"speaker":"John Weaver","startTime":2543.4300000000003,"endTime":2548.2300000000005,"body":"can see that the the droughts"},{"speaker":"John Weaver","startTime":2543.4300000000003,"endTime":2548.2300000000005,"body":"out west have really led, I"},{"speaker":"John Weaver","startTime":2548.2300000000005,"endTime":2552.9100000000003,"body":"mean, it's almost an inverse"},{"speaker":"John Weaver","startTime":2548.2300000000005,"endTime":2552.9100000000003,"body":"curve of the natural gas and the"},{"speaker":"John Weaver","startTime":2552.9100000000003,"endTime":2556.8100000000004,"body":"hydroelectric. So we have to"},{"speaker":"John Weaver","startTime":2552.9100000000003,"endTime":2556.8100000000004,"body":"deal with that. And if you come"},{"speaker":"John Weaver","startTime":2556.8100000000004,"endTime":2559.51,"body":"down here, I mean, you could"},{"speaker":"John Weaver","startTime":2556.8100000000004,"endTime":2559.51,"body":"just see it clearly. This is"},{"speaker":"John Weaver","startTime":2559.63,"endTime":2563.55,"body":"gas. Over the decade it it"},{"speaker":"John Weaver","startTime":2559.63,"endTime":2563.55,"body":"hasn't fallen, express"},{"speaker":"John Weaver","startTime":2563.61,"endTime":2568.4700000000003,"body":"aggressively, right? But it's"},{"speaker":"John Weaver","startTime":2563.61,"endTime":2568.4700000000003,"body":"fallen now and and I would"},{"speaker":"John Weaver","startTime":2568.4700000000003,"endTime":2571.53,"body":"argue, you know, over the last"},{"speaker":"John Weaver","startTime":2568.4700000000003,"endTime":2571.53,"body":"year or two, and I'm gonna do an"},{"speaker":"John Weaver","startTime":2571.53,"endTime":2575.01,"body":"article soon, I'm gonna do some"},{"speaker":"John Weaver","startTime":2571.53,"endTime":2575.01,"body":"math in California on"},{"speaker":"John Weaver","startTime":2575.01,"endTime":2579.21,"body":"curtailment, I believe the"},{"speaker":"John Weaver","startTime":2575.01,"endTime":2579.21,"body":"amount of curtailment that's"},{"speaker":"John Weaver","startTime":2579.21,"endTime":2583.7300000000005,"body":"happening as a percentage is"},{"speaker":"John Weaver","startTime":2579.21,"endTime":2583.7300000000005,"body":"starting to fall now. I have to"},{"speaker":"John Weaver","startTime":2583.7300000000005,"endTime":2586.19,"body":"do the math, though, and the"},{"speaker":"John Weaver","startTime":2583.7300000000005,"endTime":2586.19,"body":"reason it's starting to fall is"},{"speaker":"John Weaver","startTime":2586.19,"endTime":2590.57,"body":"because batteries are capturing"},{"speaker":"John Weaver","startTime":2586.19,"endTime":2590.57,"body":"more of the daytime, pumping it"},{"speaker":"John Weaver","startTime":2590.57,"endTime":2593.7500000000005,"body":"into the evening as they're"},{"speaker":"John Weaver","startTime":2590.57,"endTime":2593.7500000000005,"body":"expanding and and batteries are"},{"speaker":"John Weaver","startTime":2593.7500000000005,"endTime":2596.57,"body":"big. You know, it's even beyond"},{"speaker":"John Weaver","startTime":2593.7500000000005,"endTime":2596.57,"body":"this number. Now, it's beyond 15"},{"speaker":"John Weaver","startTime":2596.57,"endTime":2599.9900000000002,"body":"gigawatts now, because this is"},{"speaker":"John Weaver","startTime":2596.57,"endTime":2599.9900000000002,"body":"April and we're in July, so"},{"speaker":"John Weaver","startTime":2599.9900000000002,"endTime":2604.21,"body":"we're gaining on 20 gigawatts of"},{"speaker":"John Weaver","startTime":2599.9900000000002,"endTime":2604.21,"body":"capacity soon in California,"},{"speaker":"John Weaver","startTime":2604.4500000000003,"endTime":2609.3100000000004,"body":"which is going to push near"},{"speaker":"John Weaver","startTime":2604.4500000000003,"endTime":2609.3100000000004,"body":"6070, 80 gigawatt hours, because"},{"speaker":"John Weaver","startTime":2609.3100000000004,"endTime":2612.7300000000005,"body":"the majority of this stuff is"},{"speaker":"John Weaver","startTime":2609.3100000000004,"endTime":2612.7300000000005,"body":"four gigawatt hours of capacity,"},{"speaker":"John Weaver","startTime":2612.8500000000004,"endTime":2617.17,"body":"almost all the utility scale and"},{"speaker":"John Weaver","startTime":2612.8500000000004,"endTime":2617.17,"body":"and so that's cool. So"},{"speaker":"John Weaver","startTime":2617.2900000000004,"endTime":2620.71,"body":"California is officially and and"},{"speaker":"John Weaver","startTime":2617.2900000000004,"endTime":2620.71,"body":"percentage wise, here it is"},{"speaker":"John Weaver","startTime":2621.13,"endTime":2625.4100000000003,"body":"during that period, during the"},{"speaker":"John Weaver","startTime":2621.13,"endTime":2625.4100000000003,"body":"last 12 months, solar is 33.9%"},{"speaker":"John Weaver","startTime":2627.21,"endTime":2631.9500000000003,"body":"of California's electricity,"},{"speaker":"John Weaver","startTime":2627.21,"endTime":2631.9500000000003,"body":"while gas is 33 and a third. So"},{"speaker":"John Weaver","startTime":2632.4900000000002,"endTime":2635.9700000000003,"body":"that's awesome. It's just it's"},{"speaker":"John Weaver","startTime":2632.4900000000002,"endTime":2635.9700000000003,"body":"nice, and gas represents roughly"},{"speaker":"John Weaver","startTime":2636.03,"endTime":2639.9300000000003,"body":"all of the fossils burnt in"},{"speaker":"John Weaver","startTime":2636.03,"endTime":2639.9300000000003,"body":"California for electricity. So"},{"speaker":"John Weaver","startTime":2639.9300000000003,"endTime":2646.67,"body":"about a two thirds clean energy"},{"speaker":"John Weaver","startTime":2639.9300000000003,"endTime":2646.67,"body":"in California. That's awesome. I"},{"speaker":"John Weaver","startTime":2646.67,"endTime":2649.7900000000004,"body":"mean, it's beautiful. It's one"},{"speaker":"John Weaver","startTime":2646.67,"endTime":2649.7900000000004,"body":"of the largest economic"},{"speaker":"John Weaver","startTime":2649.7900000000004,"endTime":2655.13,"body":"collections of human activity on"},{"speaker":"John Weaver","startTime":2649.7900000000004,"endTime":2655.13,"body":"Earth. And bam, two thirds"},{"speaker":"John Weaver","startTime":2655.3100000000004,"endTime":2659.2700000000004,"body":"cleanish, mostly clean. There's"},{"speaker":"John Weaver","startTime":2655.3100000000004,"endTime":2659.2700000000004,"body":"some landfill and biogas, which"},{"speaker":"John Weaver","startTime":2659.2700000000004,"endTime":2663.67,"body":"isn't clean, clean, but close"},{"speaker":"John Weaver","startTime":2659.2700000000004,"endTime":2663.67,"body":"enough for this argument today,"},{"speaker":"John Weaver","startTime":2663.67,"endTime":2666.8500000000004,"body":"and and that's just, that's a"},{"speaker":"John Weaver","startTime":2663.67,"endTime":2666.8500000000004,"body":"joy. So that's a good news. So"},{"speaker":"John Weaver","startTime":2666.8500000000004,"endTime":2668.11,"body":"how's that? Tim, I love"},{"speaker":"Tim Montague","startTime":2668.11,"endTime":2671.9500000000003,"body":"it. If California,"},{"speaker":"Tim Montague","startTime":2668.11,"endTime":2671.9500000000003,"body":"if California can do it, anyone,"},{"speaker":"Tim Montague","startTime":2672.01,"endTime":2675.9100000000003,"body":"any country, any state can do"},{"speaker":"Tim Montague","startTime":2672.01,"endTime":2675.9100000000003,"body":"it. I mean, California is a"},{"speaker":"Tim Montague","startTime":2675.9100000000003,"endTime":2678.4300000000003,"body":"country size state, right? It's"},{"speaker":"Tim Montague","startTime":2675.9100000000003,"endTime":2678.4300000000003,"body":"the fifth largest economy in the"},{"speaker":"Tim Montague","startTime":2678.4300000000003,"endTime":2685.65,"body":"world, and so stick that in your"},{"speaker":"Tim Montague","startTime":2678.4300000000003,"endTime":2685.65,"body":"eye. Whoever questions the green"},{"speaker":"Tim Montague","startTime":2685.65,"endTime":2690.2700000000004,"body":"new scam, as some people call"},{"speaker":"Tim Montague","startTime":2685.65,"endTime":2690.2700000000004,"body":"it, it is not a scam. It is just"},{"speaker":"Tim Montague","startTime":2691.3500000000004,"endTime":2696.3900000000003,"body":"fusion, a fusion reactor in the"},{"speaker":"Tim Montague","startTime":2691.3500000000004,"endTime":2696.3900000000003,"body":"sky raining down 1000s of times"},{"speaker":"Tim Montague","startTime":2696.3900000000003,"endTime":2698.9700000000003,"body":"more energy than we could"},{"speaker":"Tim Montague","startTime":2696.3900000000003,"endTime":2698.9700000000003,"body":"possibly ever want."},{"speaker":"John Weaver","startTime":2700.71,"endTime":2706.3700000000003,"body":"So last one solar"},{"speaker":"John Weaver","startTime":2700.71,"endTime":2706.3700000000003,"body":"surpasses 10% of US electricity"},{"speaker":"John Weaver","startTime":2706.4300000000003,"endTime":2710.09,"body":"for the first time in April. And"},{"speaker":"John Weaver","startTime":2706.4300000000003,"endTime":2710.09,"body":"that was kind of neat. And it's"},{"speaker":"John Weaver","startTime":2710.09,"endTime":2714.9500000000003,"body":"probably gonna do it again in"},{"speaker":"John Weaver","startTime":2710.09,"endTime":2714.9500000000003,"body":"May, but I was just it's the"},{"speaker":"John Weaver","startTime":2714.9500000000003,"endTime":2717.8900000000003,"body":"first time it's occurred, and"},{"speaker":"John Weaver","startTime":2714.9500000000003,"endTime":2717.8900000000003,"body":"that was April. That's according"},{"speaker":"John Weaver","startTime":2717.8900000000003,"endTime":2722.3300000000004,"body":"to the EIA, and that's pretty"},{"speaker":"John Weaver","startTime":2717.8900000000003,"endTime":2722.3300000000004,"body":"neat. So, so it's still growing."},{"speaker":"John Weaver","startTime":2722.57,"endTime":2725.59,"body":"We're still growing. It's"},{"speaker":"John Weaver","startTime":2722.57,"endTime":2725.59,"body":"coming. It's not going to stop."},{"speaker":"John Weaver","startTime":2726.07,"endTime":2730.03,"body":"It's growing everywhere. We're"},{"speaker":"John Weaver","startTime":2726.07,"endTime":2730.03,"body":"going to slow down a little bit"},{"speaker":"John Weaver","startTime":2730.03,"endTime":2733.15,"body":"here our growth pace and"},{"speaker":"John Weaver","startTime":2730.03,"endTime":2733.15,"body":"whatever, we'll have to figure"},{"speaker":"John Weaver","startTime":2733.15,"endTime":2737.3500000000004,"body":"it out and keep pushing. But,"},{"speaker":"John Weaver","startTime":2733.15,"endTime":2737.3500000000004,"body":"but the change is happening, and"},{"speaker":"John Weaver","startTime":2737.3500000000004,"endTime":2739.63,"body":"the electricity, the"},{"speaker":"John Weaver","startTime":2737.3500000000004,"endTime":2739.63,"body":"infrastructure, is still getting"},{"speaker":"John Weaver","startTime":2739.63,"endTime":2744.4500000000003,"body":"built and and deep down, that's"},{"speaker":"John Weaver","startTime":2739.63,"endTime":2744.4500000000003,"body":"what I care about, and I don't"},{"speaker":"John Weaver","startTime":2744.4500000000003,"endTime":2747.57,"body":"know what's coming next Tim, but"},{"speaker":"John Weaver","startTime":2744.4500000000003,"endTime":2747.57,"body":"I'm gonna keep pounding because"},{"speaker":"John Weaver","startTime":2747.63,"endTime":2750.9900000000002,"body":"whatever, what else are you"},{"speaker":"John Weaver","startTime":2747.63,"endTime":2750.9900000000002,"body":"gonna do? Can't just go home and"},{"speaker":"John Weaver","startTime":2750.9900000000002,"endTime":2754.4700000000003,"body":"cry That's That's not legal or"},{"speaker":"John Weaver","startTime":2750.9900000000002,"endTime":2754.4700000000003,"body":"something. I don't know"},{"speaker":"Tim Montague","startTime":2755.7900000000004,"endTime":2759.0820000000003,"body":"you could do that,"},{"speaker":"Tim Montague","startTime":2755.7900000000004,"endTime":2759.0820000000003,"body":"but it wouldn't be advisable."},{"speaker":"Tim Montague","startTime":2759.1510000000003,"endTime":2762.9240000000004,"body":"All right. Well, thank you so"},{"speaker":"Tim Montague","startTime":2759.1510000000003,"endTime":2762.9240000000004,"body":"much, John. It's always a"},{"speaker":"Tim Montague","startTime":2762.9930000000004,"endTime":2766.492,"body":"pleasure seeing all the"},{"speaker":"Tim Montague","startTime":2762.9930000000004,"endTime":2766.492,"body":"journalism you're doing and"},{"speaker":"Tim Montague","startTime":2766.5600000000004,"endTime":2770.2650000000003,"body":"thank you for all the great"},{"speaker":"Tim Montague","startTime":2766.5600000000004,"endTime":2770.2650000000003,"body":"news. I want to remind our"},{"speaker":"Tim Montague","startTime":2770.333,"endTime":2774.3810000000003,"body":"listeners that they can find all"},{"speaker":"Tim Montague","startTime":2770.333,"endTime":2774.3810000000003,"body":"of these recordings on our"},{"speaker":"Tim Montague","startTime":2774.4500000000003,"endTime":2777.9480000000003,"body":"YouTube channel and at"},{"speaker":"Tim Montague","startTime":2774.4500000000003,"endTime":2777.9480000000003,"body":"cleanpowerhour.com Give us a"},{"speaker":"Tim Montague","startTime":2778.0170000000003,"endTime":2782.065,"body":"rating and a review, tell a"},{"speaker":"Tim Montague","startTime":2778.0170000000003,"endTime":2782.065,"body":"friend about the show and reach"},{"speaker":"Tim Montague","startTime":2782.1330000000003,"endTime":2786.2500000000005,"body":"out to us on LinkedIn. John, how"},{"speaker":"Tim Montague","startTime":2782.1330000000003,"endTime":2786.2500000000005,"body":"can our listeners find you?"},{"speaker":"John Weaver","startTime":2786.2500000000005,"endTime":2816.3300000000004,"body":"Commercialsolarguy.com, that's our website. Gotta contact us. Page. You can also send us a phone or an email info at commercial solar guy, I'm on LinkedIn. Give us a ring. 5084999, stun and I. Uh, commercialsolarguy.com, that's the best place we write articles. I'm also on PV magazine USA and blue sky, and I don't know, all over the place, all over the internet. So you can find us. Just type in commercial solar guy, you will find"},{"speaker":"John Weaver","startTime":2786.2500000000005,"endTime":2816.3300000000004,"body":"us."},{"speaker":"Tim Montague","startTime":2816.63,"endTime":2819.3900000000003,"body":"Yes, you will with"},{"speaker":"Tim Montague","startTime":2816.63,"endTime":2819.3900000000003,"body":"that. I'll say, let's grow solar"},{"speaker":"Tim Montague","startTime":2819.3900000000003,"endTime":2821.67,"body":"and storage. I'm Tim Montague,"},{"speaker":"Tim Montague","startTime":2819.3900000000003,"endTime":2821.67,"body":"thanks so much. You."}]}