{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":50.78,"endTime":53.84,"body":"Tim, welcome to"},{"speaker":"Tim Montague","startTime":50.78,"endTime":53.84,"body":"the Clean Power Hour live"},{"speaker":"Tim Montague","startTime":53.84,"endTime":58.04,"body":"bringing you the latest in wind,"},{"speaker":"Tim Montague","startTime":53.84,"endTime":58.04,"body":"solar and battery storage news."},{"speaker":"Tim Montague","startTime":58.04,"endTime":61.04,"body":"I'm Tim Montague. Check out all"},{"speaker":"Tim Montague","startTime":58.04,"endTime":61.04,"body":"of our content at clean power"},{"speaker":"Tim Montague","startTime":61.04,"endTime":64.64,"body":"hour.com Give us a rating and"},{"speaker":"Tim Montague","startTime":61.04,"endTime":64.64,"body":"review. Check out my new book."},{"speaker":"Tim Montague","startTime":64.64,"endTime":68.06,"body":"Go to the Book link on clean"},{"speaker":"Tim Montague","startTime":64.64,"endTime":68.06,"body":"power hour.com and welcome to"},{"speaker":"Tim Montague","startTime":68.06,"endTime":71.32,"body":"the show. John Weaver,"},{"speaker":"Tim Montague","startTime":68.06,"endTime":71.32,"body":"commercial show. Commercial"},{"speaker":"Tim Montague","startTime":71.38,"endTime":73.96000000000001,"body":"solar guy and my co host,"},{"speaker":"Tim Montague","startTime":71.38,"endTime":73.96000000000001,"body":"welcome"},{"speaker":"John Weaver","startTime":74.62,"endTime":77.8,"body":"commercial."},{"speaker":"John Weaver","startTime":74.62,"endTime":77.8,"body":"Shoulder guy, yeah, shoulder."},{"speaker":"Tim Montague","startTime":77.8,"endTime":80.2,"body":"Today it's"},{"speaker":"Tim Montague","startTime":77.8,"endTime":80.2,"body":"shoulder. I have trouble talking"},{"speaker":"John Weaver","startTime":80.98,"endTime":82.96000000000001,"body":"big words, big"},{"speaker":"John Weaver","startTime":80.98,"endTime":82.96000000000001,"body":"words you say probably 1000"},{"speaker":"John Weaver","startTime":83.32,"endTime":85.72,"body":"times a day. It's probably"},{"speaker":"John Weaver","startTime":83.32,"endTime":85.72,"body":"stressful to say it too many"},{"speaker":"John Weaver","startTime":85.72,"endTime":89.25999999999999,"body":"more times I see you. Tim, uh,"},{"speaker":"John Weaver","startTime":85.72,"endTime":89.25999999999999,"body":"glad to, glad to talk with you"},{"speaker":"John Weaver","startTime":89.25999999999999,"endTime":92.34,"body":"again. Sorry missed you on"},{"speaker":"John Weaver","startTime":89.25999999999999,"endTime":92.34,"body":"Friday at a company event. So"},{"speaker":"John Weaver","startTime":92.34,"endTime":96.9,"body":"we're we got together. One of"},{"speaker":"John Weaver","startTime":92.34,"endTime":96.9,"body":"our sales guys visited Boston,"},{"speaker":"John Weaver","startTime":96.9,"endTime":101.82,"body":"and the team took a summer"},{"speaker":"John Weaver","startTime":96.9,"endTime":101.82,"body":"Friday. Is the term I hear, we"},{"speaker":"John Weaver","startTime":102.0,"endTime":104.94,"body":"socialize, and hung out. So"},{"speaker":"John Weaver","startTime":102.0,"endTime":104.94,"body":"that's awesome. Bringing you"},{"speaker":"John Weaver","startTime":104.94,"endTime":106.02000000000001,"body":"some news this week."},{"speaker":"Tim Montague","startTime":106.08,"endTime":109.25999999999999,"body":"Yes, that is"},{"speaker":"Tim Montague","startTime":106.08,"endTime":109.25999999999999,"body":"awesome. It's important to take"},{"speaker":"Tim Montague","startTime":109.25999999999999,"endTime":115.4,"body":"time out and take care of one"},{"speaker":"Tim Montague","startTime":109.25999999999999,"endTime":115.4,"body":"another. The industry runs on"},{"speaker":"Tim Montague","startTime":115.4,"endTime":117.98,"body":"people. Sometimes we forget"},{"speaker":"Tim Montague","startTime":115.4,"endTime":117.98,"body":"this. It's not just about"},{"speaker":"Tim Montague","startTime":117.98,"endTime":121.04,"body":"deploying technology. It's"},{"speaker":"Tim Montague","startTime":117.98,"endTime":121.04,"body":"actually people that matter"},{"speaker":"Tim Montague","startTime":121.04,"endTime":125.06,"body":"most, and we're trying to create"},{"speaker":"Tim Montague","startTime":121.04,"endTime":125.06,"body":"a safer, healthier future for"},{"speaker":"Tim Montague","startTime":125.06,"endTime":128.24,"body":"humanity. If anyone asks you why"},{"speaker":"Tim Montague","startTime":125.06,"endTime":128.24,"body":"we want to do the energy"},{"speaker":"Tim Montague","startTime":128.24,"endTime":132.22,"body":"transition, like, why on earth"},{"speaker":"Tim Montague","startTime":128.24,"endTime":132.22,"body":"should we do this. It's about"},{"speaker":"Tim Montague","startTime":132.22,"endTime":135.4,"body":"the future of humanity. Really,"},{"speaker":"Tim Montague","startTime":132.22,"endTime":135.4,"body":"the earth is going to be fine,"},{"speaker":"Tim Montague","startTime":137.2,"endTime":140.68,"body":"totally fine, with or without"},{"speaker":"Tim Montague","startTime":137.2,"endTime":140.68,"body":"us. It's a question of, will we"},{"speaker":"Tim Montague","startTime":140.8,"endTime":146.07999999999998,"body":"survive, and under what"},{"speaker":"Tim Montague","startTime":140.8,"endTime":146.07999999999998,"body":"condition that's gonna be a"},{"speaker":"Tim Montague","startTime":146.07999999999998,"endTime":149.8,"body":"question that's the main"},{"speaker":"Tim Montague","startTime":146.07999999999998,"endTime":149.8,"body":"motivation for what, why I get"},{"speaker":"Tim Montague","startTime":149.8,"endTime":153.48000000000002,"body":"up in the morning and go to work"},{"speaker":"Tim Montague","startTime":149.8,"endTime":153.48000000000002,"body":"is trying to create a safer"},{"speaker":"Tim Montague","startTime":153.48000000000002,"endTime":158.28,"body":"future for humanity. So let's"},{"speaker":"Tim Montague","startTime":153.48000000000002,"endTime":158.28,"body":"get into the news. There's"},{"speaker":"Tim Montague","startTime":158.4,"endTime":162.12,"body":"there's good news, there's bad"},{"speaker":"Tim Montague","startTime":158.4,"endTime":162.12,"body":"news, there's weird news. Of"},{"speaker":"Tim Montague","startTime":162.12,"endTime":169.68,"body":"course, in 2025 there's lots of"},{"speaker":"Tim Montague","startTime":162.12,"endTime":169.68,"body":"weird news, but you found a you"},{"speaker":"Tim Montague","startTime":169.68,"endTime":173.72,"body":"found a story. Trump's law to"},{"speaker":"Tim Montague","startTime":169.68,"endTime":173.72,"body":"cut us clean energy installs 41%"},{"speaker":"Tim Montague","startTime":174.8,"endTime":178.04000000000002,"body":"I would, I would put this in the"},{"speaker":"Tim Montague","startTime":174.8,"endTime":178.04000000000002,"body":"bad news category, but that's"},{"speaker":"Tim Montague","startTime":178.04000000000002,"endTime":180.02,"body":"life in 2025 right? John,"},{"speaker":"John Weaver","startTime":181.28,"endTime":185.42,"body":"yes, yes. And, and"},{"speaker":"John Weaver","startTime":181.28,"endTime":185.42,"body":"this is a complex story, like"},{"speaker":"John Weaver","startTime":185.42,"endTime":188.9,"body":"all everything we're dealing"},{"speaker":"John Weaver","startTime":185.42,"endTime":188.9,"body":"with these days. No, it says"},{"speaker":"John Weaver","startTime":188.9,"endTime":193.3,"body":"clean energy installs. So this"},{"speaker":"John Weaver","startTime":188.9,"endTime":193.3,"body":"is a lot of things and but"},{"speaker":"John Weaver","startTime":193.3,"endTime":197.62,"body":"there's also a shorter term"},{"speaker":"John Weaver","startTime":193.3,"endTime":197.62,"body":"window that's still good for us"},{"speaker":"John Weaver","startTime":197.62,"endTime":200.74,"body":"as people who are working day to"},{"speaker":"John Weaver","startTime":197.62,"endTime":200.74,"body":"day. So first off, at the"},{"speaker":"John Weaver","startTime":200.74,"endTime":206.2,"body":"highest level, Bloomberg is"},{"speaker":"John Weaver","startTime":200.74,"endTime":206.2,"body":"looking at where they think the"},{"speaker":"John Weaver","startTime":206.2,"endTime":210.04,"body":"solar industry will go. But"},{"speaker":"John Weaver","startTime":206.2,"endTime":210.04,"body":"notice this says, right here,"},{"speaker":"John Weaver","startTime":210.04,"endTime":217.56,"body":"we'll plunge 41% after 2027 so"},{"speaker":"John Weaver","startTime":210.04,"endTime":217.56,"body":"we're still in 25 Tim, we still"},{"speaker":"John Weaver","startTime":217.56,"endTime":222.0,"body":"got some work to do for a couple"},{"speaker":"John Weaver","startTime":217.56,"endTime":222.0,"body":"years. And and here's the chart."},{"speaker":"John Weaver","startTime":222.0,"endTime":225.18,"body":"And this is clean energy. And"},{"speaker":"John Weaver","startTime":222.0,"endTime":225.18,"body":"before we finish, I'm gonna talk"},{"speaker":"John Weaver","startTime":225.18,"endTime":228.72,"body":"about solar, because Tim, that's"},{"speaker":"John Weaver","startTime":225.18,"endTime":228.72,"body":"what you and I do. But this is"},{"speaker":"John Weaver","startTime":228.72,"endTime":235.16,"body":"everything. So in 25 we're"},{"speaker":"John Weaver","startTime":228.72,"endTime":235.16,"body":"expecting 72 gigawatts, AC of"},{"speaker":"John Weaver","startTime":235.22,"endTime":238.28,"body":"clean energy capacity to be"},{"speaker":"John Weaver","startTime":235.22,"endTime":238.28,"body":"deployed. That's going to be"},{"speaker":"John Weaver","startTime":238.28,"endTime":243.62,"body":"energy storage, that's going to"},{"speaker":"John Weaver","startTime":238.28,"endTime":243.62,"body":"be wind and solar. And 26 we're"},{"speaker":"John Weaver","startTime":243.62,"endTime":250.58,"body":"expecting 85 gigawatts. 2781"},{"speaker":"John Weaver","startTime":243.62,"endTime":250.58,"body":"this is all coming from"},{"speaker":"John Weaver","startTime":250.58,"endTime":253.6,"body":"Bloomberg, so these are numbers"},{"speaker":"John Weaver","startTime":250.58,"endTime":253.6,"body":"still going up over the next"},{"speaker":"John Weaver","startTime":253.6,"endTime":254.32,"body":"couple of years."},{"speaker":"Tim Montague","startTime":254.56,"endTime":257.08000000000004,"body":"Yeah, because the"},{"speaker":"Tim Montague","startTime":254.56,"endTime":257.08000000000004,"body":"ITC doesn't go off the cliff"},{"speaker":"Tim Montague","startTime":257.08000000000004,"endTime":259.65999999999997,"body":"until the end of 27 for"},{"speaker":"Tim Montague","startTime":257.08000000000004,"endTime":259.65999999999997,"body":"commercial, right,"},{"speaker":"John Weaver","startTime":260.38,"endTime":264.03999999999996,"body":"correct, correct."},{"speaker":"John Weaver","startTime":260.38,"endTime":264.03999999999996,"body":"And I don't know if you"},{"speaker":"John Weaver","startTime":264.03999999999996,"endTime":268.72,"body":"remember, but 2016 we had a"},{"speaker":"John Weaver","startTime":264.03999999999996,"endTime":268.72,"body":"massive run up, because the ITC"},{"speaker":"John Weaver","startTime":268.72,"endTime":272.58000000000004,"body":"was going to end and so, so So"},{"speaker":"John Weaver","startTime":268.72,"endTime":272.58000000000004,"body":"what's going to happen over"},{"speaker":"John Weaver","startTime":272.58000000000004,"endTime":275.7,"body":"these next three years, two and"},{"speaker":"John Weaver","startTime":272.58000000000004,"endTime":275.7,"body":"a half years from today, maybe"},{"speaker":"John Weaver","startTime":275.7,"endTime":278.76,"body":"something of that nature. So"},{"speaker":"John Weaver","startTime":275.7,"endTime":278.76,"body":"that's kind of positive. Ish,"},{"speaker":"John Weaver","startTime":279.06,"endTime":283.8,"body":"yeah. And so that's, you know,"},{"speaker":"John Weaver","startTime":279.06,"endTime":283.8,"body":"that's, that's it. So that's"},{"speaker":"John Weaver","startTime":283.8,"endTime":286.74,"body":"what we're working on now. Now,"},{"speaker":"John Weaver","startTime":283.8,"endTime":286.74,"body":"Tim, I don't want to jump to the"},{"speaker":"John Weaver","startTime":286.74,"endTime":290.76,"body":"document, but would you do me a"},{"speaker":"John Weaver","startTime":286.74,"endTime":290.76,"body":"favor and read what I have from"},{"speaker":"John Weaver","startTime":290.76,"endTime":294.14,"body":"Jenny Chase, that's actually on"},{"speaker":"John Weaver","startTime":290.76,"endTime":294.14,"body":"the document that you can see"},{"speaker":"John Weaver","startTime":294.14,"endTime":300.86,"body":"for this article How much DC"},{"speaker":"John Weaver","startTime":294.14,"endTime":300.86,"body":"capacity of solar she suggests"},{"speaker":"John Weaver","startTime":300.91999999999996,"endTime":304.4,"body":"on the document that I pasted"},{"speaker":"John Weaver","startTime":300.91999999999996,"endTime":304.4,"body":"there, right above the link, so"},{"speaker":"John Weaver","startTime":304.4,"endTime":305.36,"body":"that we can compare."},{"speaker":"Tim Montague","startTime":306.56,"endTime":310.64,"body":"Us clean energy"},{"speaker":"Tim Montague","startTime":306.56,"endTime":310.64,"body":"installs 41% BNF says us solar"},{"speaker":"Tim Montague","startTime":310.64,"endTime":318.34000000000003,"body":"forecasts megawatt DC, totals,"},{"speaker":"Tim Montague","startTime":310.64,"endTime":318.34000000000003,"body":"2025 2627 base case, fioc,"},{"speaker":"Tim Montague","startTime":318.52,"endTime":328.84000000000003,"body":"basically impossible to meet."},{"speaker":"Tim Montague","startTime":318.52,"endTime":328.84000000000003,"body":"53.1 gigawatts, 61.1 59.8 32.3 I"},{"speaker":"Tim Montague","startTime":328.84000000000003,"endTime":330.28,"body":"don't quite understand, but"},{"speaker":"John Weaver","startTime":331.0,"endTime":333.9,"body":"All right, so let's"},{"speaker":"John Weaver","startTime":331.0,"endTime":333.9,"body":"go over it and I can so first,"},{"speaker":"John Weaver","startTime":334.20000000000005,"endTime":340.67999999999995,"body":"5362 and then back to 50. This"},{"speaker":"John Weaver","startTime":334.20000000000005,"endTime":340.67999999999995,"body":"is with and so this, I'm going"},{"speaker":"John Weaver","startTime":340.67999999999995,"endTime":346.14,"body":"to say, is really positive."},{"speaker":"John Weaver","startTime":340.67999999999995,"endTime":346.14,"body":"We're expecting an expansion of"},{"speaker":"John Weaver","startTime":346.14,"endTime":352.82000000000005,"body":"solar, 5362 and back to 50 for"},{"speaker":"John Weaver","startTime":346.14,"endTime":352.82000000000005,"body":"the next three. Years if fioc,"},{"speaker":"John Weaver","startTime":353.53999999999996,"endTime":359.78,"body":"foreign entity of concern is a"},{"speaker":"John Weaver","startTime":353.53999999999996,"endTime":359.78,"body":"big challenge, if it turns out"},{"speaker":"John Weaver","startTime":359.78,"endTime":362.6,"body":"that the Trump administration is"},{"speaker":"John Weaver","startTime":359.78,"endTime":362.6,"body":"going to attack everything that"},{"speaker":"John Weaver","startTime":362.6,"endTime":366.5,"body":"has any association with China,"},{"speaker":"John Weaver","startTime":362.6,"endTime":366.5,"body":"and we have to really mess up"},{"speaker":"John Weaver","startTime":366.5,"endTime":370.28,"body":"our supply chains, yeah, those"},{"speaker":"John Weaver","startTime":366.5,"endTime":370.28,"body":"are the numbers that she's that"},{"speaker":"John Weaver","startTime":370.52,"endTime":374.67999999999995,"body":"BNF, Bloomberg, New Energy"},{"speaker":"John Weaver","startTime":370.52,"endTime":374.67999999999995,"body":"Finance, BNF is accepting 5360"},{"speaker":"John Weaver","startTime":376.84000000000003,"endTime":382.17999999999995,"body":"backed it into the 50s now with"},{"speaker":"John Weaver","startTime":376.84000000000003,"endTime":382.17999999999995,"body":"fioc and so read the rest of it"},{"speaker":"John Weaver","startTime":382.17999999999995,"endTime":387.22,"body":"with fioc being manageable. What"},{"speaker":"John Weaver","startTime":382.17999999999995,"endTime":387.22,"body":"kind of capacities does she"},{"speaker":"John Weaver","startTime":387.46000000000004,"endTime":391.5,"body":"project? That's the second half"},{"speaker":"John Weaver","startTime":387.46000000000004,"endTime":391.5,"body":"of that little column of that"},{"speaker":"John Weaver","startTime":391.5,"endTime":391.86,"body":"row,"},{"speaker":"Tim Montague","startTime":396.53999999999996,"endTime":402.0,"body":"5361, 50, well, 60"},{"speaker":"Tim Montague","startTime":396.53999999999996,"endTime":402.0,"body":"and 32"},{"speaker":"John Weaver","startTime":404.76,"endTime":407.03999999999996,"body":"and that's with the"},{"speaker":"John Weaver","startTime":404.76,"endTime":407.03999999999996,"body":"fioc manageable, or is that the"},{"speaker":"John Weaver","startTime":407.03999999999996,"endTime":410.94000000000005,"body":"first one? Let's see. Wow. So"},{"speaker":"John Weaver","startTime":407.03999999999996,"endTime":410.94000000000005,"body":"then with Oh, so it's similar,"},{"speaker":"John Weaver","startTime":410.94000000000005,"endTime":414.02,"body":"ish, so a little bit all else."},{"speaker":"John Weaver","startTime":410.94000000000005,"endTime":414.02,"body":"Maybe that's just the Fiat"},{"speaker":"John Weaver","startTime":414.02,"endTime":418.46000000000004,"body":"number. So, so, so what this is,"},{"speaker":"John Weaver","startTime":414.02,"endTime":418.46000000000004,"body":"is that in the next two and a"},{"speaker":"John Weaver","startTime":418.46000000000004,"endTime":420.79999999999995,"body":"half years, we're going to"},{"speaker":"John Weaver","startTime":418.46000000000004,"endTime":420.79999999999995,"body":"deploy a lot of solar, we're"},{"speaker":"John Weaver","startTime":420.79999999999995,"endTime":425.24,"body":"going to set a record, maybe"},{"speaker":"John Weaver","startTime":420.79999999999995,"endTime":425.24,"body":"this year, with 53 gigs, because"},{"speaker":"John Weaver","startTime":425.24,"endTime":428.72,"body":"last year we were like 49.9"},{"speaker":"John Weaver","startTime":425.24,"endTime":428.72,"body":"Yeah. And then next year, we're"},{"speaker":"John Weaver","startTime":428.72,"endTime":432.28,"body":"going to set another record,"},{"speaker":"John Weaver","startTime":428.72,"endTime":432.28,"body":"maybe over 60 gigs, and then"},{"speaker":"John Weaver","startTime":432.88,"endTime":438.28,"body":"we're going to have another 50"},{"speaker":"John Weaver","startTime":432.88,"endTime":438.28,"body":"gig plus year in 27 that's if"},{"speaker":"John Weaver","startTime":438.28,"endTime":441.82000000000005,"body":"the Fiat stuff is really hard,"},{"speaker":"John Weaver","startTime":438.28,"endTime":441.82000000000005,"body":"it might ease a little we might"},{"speaker":"John Weaver","startTime":441.82000000000005,"endTime":443.98,"body":"have a little bit cheaper"},{"speaker":"John Weaver","startTime":441.82000000000005,"endTime":443.98,"body":"hardware. We might get a little"},{"speaker":"John Weaver","startTime":443.98,"endTime":447.28,"body":"more installed. But with the"},{"speaker":"John Weaver","startTime":443.98,"endTime":447.28,"body":"negative and the positive here"},{"speaker":"John Weaver","startTime":447.28,"endTime":449.79999999999995,"body":"is after the next two and a half"},{"speaker":"John Weaver","startTime":447.28,"endTime":449.79999999999995,"body":"years, we all got a lot of work"},{"speaker":"John Weaver","startTime":449.79999999999995,"endTime":452.4,"body":"to do, and we need to pound and"},{"speaker":"John Weaver","startTime":449.79999999999995,"endTime":452.4,"body":"get through things as fast as we"},{"speaker":"John Weaver","startTime":452.4,"endTime":456.12,"body":"can. And then, what the heck's"},{"speaker":"John Weaver","startTime":452.4,"endTime":456.12,"body":"going to happen in 28 I don't"},{"speaker":"John Weaver","startTime":456.12,"endTime":458.94000000000005,"body":"know. Maybe we're going to have,"},{"speaker":"John Weaver","startTime":456.12,"endTime":458.94000000000005,"body":"you know, it says 32 gigawatts"},{"speaker":"John Weaver","startTime":458.94000000000005,"endTime":462.72,"body":"of solar. That's still a big"},{"speaker":"John Weaver","startTime":458.94000000000005,"endTime":462.72,"body":"number. I mean, 32 gigs is a"},{"speaker":"John Weaver","startTime":462.72,"endTime":465.84000000000003,"body":"great number, but it's going to"},{"speaker":"John Weaver","startTime":462.72,"endTime":465.84000000000003,"body":"be less dispersed. It's going to"},{"speaker":"John Weaver","startTime":465.84000000000003,"endTime":470.28,"body":"be heavy in the commercial"},{"speaker":"John Weaver","startTime":465.84000000000003,"endTime":470.28,"body":"space. And and 2829 30 that's"},{"speaker":"John Weaver","startTime":470.28,"endTime":473.78,"body":"when we're going to start seeing"},{"speaker":"John Weaver","startTime":470.28,"endTime":473.78,"body":"problems in the industry, size,"},{"speaker":"John Weaver","startTime":473.78,"endTime":478.94000000000005,"body":"capacity, maybe people getting"},{"speaker":"John Weaver","startTime":473.78,"endTime":478.94000000000005,"body":"fired. And so that's, you know,"},{"speaker":"John Weaver","startTime":478.94000000000005,"endTime":481.76,"body":"we got to push hard. Well, two"},{"speaker":"John Weaver","startTime":478.94000000000005,"endTime":481.76,"body":"years we're already seeing"},{"speaker":"John Weaver","startTime":481.76,"endTime":482.78,"body":"people get fired. Tim,"},{"speaker":"Tim Montague","startTime":482.78,"endTime":485.41999999999996,"body":"yeah, we are"},{"speaker":"Tim Montague","startTime":482.78,"endTime":485.41999999999996,"body":"already seeing layoffs, just to"},{"speaker":"Tim Montague","startTime":485.41999999999996,"endTime":489.91999999999996,"body":"be honest, right? The layoffs"},{"speaker":"Tim Montague","startTime":485.41999999999996,"endTime":489.91999999999996,"body":"are happening, and companies"},{"speaker":"Tim Montague","startTime":489.98,"endTime":493.96000000000004,"body":"have to be conservative about"},{"speaker":"Tim Montague","startTime":489.98,"endTime":493.96000000000004,"body":"the forecast. It's, it's hard to"},{"speaker":"Tim Montague","startTime":493.96000000000004,"endTime":497.44000000000005,"body":"know what the true impact of"},{"speaker":"Tim Montague","startTime":493.96000000000004,"endTime":497.44000000000005,"body":"fioc is going to be, you know."},{"speaker":"Tim Montague","startTime":497.44000000000005,"endTime":502.29999999999995,"body":"And at its core, you know, the"},{"speaker":"Tim Montague","startTime":497.44000000000005,"endTime":502.29999999999995,"body":"problem with fioc is that China"},{"speaker":"Tim Montague","startTime":502.29999999999995,"endTime":505.96000000000004,"body":"is, is, is one of these foreign"},{"speaker":"Tim Montague","startTime":502.29999999999995,"endTime":505.96000000000004,"body":"entities. They're the main maker"},{"speaker":"Tim Montague","startTime":505.96000000000004,"endTime":512.64,"body":"of, for example, battery cells."},{"speaker":"Tim Montague","startTime":505.96000000000004,"endTime":512.64,"body":"Our battery cells on the fioc"},{"speaker":"Tim Montague","startTime":512.64,"endTime":515.28,"body":"list, I think, I think they are,"},{"speaker":"Tim Montague","startTime":512.64,"endTime":515.28,"body":"it's"},{"speaker":"John Weaver","startTime":515.28,"endTime":517.8,"body":"IP, it's not even"},{"speaker":"John Weaver","startTime":515.28,"endTime":517.8,"body":"cells. I don't even think they"},{"speaker":"John Weaver","startTime":517.8,"endTime":522.72,"body":"talk about hardware. They talk"},{"speaker":"John Weaver","startTime":517.8,"endTime":522.72,"body":"about IP, yeah, so if the cell"},{"speaker":"John Weaver","startTime":522.72,"endTime":527.58,"body":"can be made in Ohio, but if it's"},{"speaker":"John Weaver","startTime":522.72,"endTime":527.58,"body":"Chinese, IP, yeah. And there's a"},{"speaker":"John Weaver","startTime":527.58,"endTime":533.0,"body":"challenge. So even Tesla, who is"},{"speaker":"John Weaver","startTime":527.58,"endTime":533.0,"body":"the biggest of us in the US"},{"speaker":"John Weaver","startTime":533.0,"endTime":538.64,"body":"making batteries. They get cells"},{"speaker":"John Weaver","startTime":533.0,"endTime":538.64,"body":"from catl, C, A, T, L, and for"},{"speaker":"John Weaver","startTime":538.64,"endTime":542.6,"body":"their energy storage, for their"},{"speaker":"John Weaver","startTime":538.64,"endTime":542.6,"body":"grid stuff. So we're gonna have"},{"speaker":"John Weaver","startTime":542.6,"endTime":545.42,"body":"to, we're gonna have to see, I"},{"speaker":"John Weaver","startTime":542.6,"endTime":545.42,"body":"mean, they do have a new LFP"},{"speaker":"John Weaver","startTime":545.42,"endTime":549.2,"body":"factory coming online in Nevada,"},{"speaker":"John Weaver","startTime":545.42,"endTime":549.2,"body":"so that's gonna help. Yeah, but"},{"speaker":"John Weaver","startTime":549.5,"endTime":554.26,"body":"you know, we gotta look at IP"},{"speaker":"John Weaver","startTime":549.5,"endTime":554.26,"body":"and and it's not zero for fioc,"},{"speaker":"John Weaver","startTime":554.5,"endTime":558.22,"body":"for IP, it's, it's a percentage,"},{"speaker":"John Weaver","startTime":554.5,"endTime":558.22,"body":"but it's, it's a percentage."},{"speaker":"John Weaver","startTime":558.22,"endTime":564.88,"body":"It's gonna get harder and harder"},{"speaker":"John Weaver","startTime":558.22,"endTime":564.88,"body":"as the years go on. Yeah. All"},{"speaker":"John Weaver","startTime":564.88,"endTime":567.6999999999999,"body":"right, so well, so we got some"},{"speaker":"John Weaver","startTime":564.88,"endTime":567.6999999999999,"body":"volume coming. We got to"},{"speaker":"Tim Montague","startTime":567.699,"endTime":569.7389999999999,"body":"get to this is,"},{"speaker":"Tim Montague","startTime":567.699,"endTime":569.7389999999999,"body":"this is why we call it the solar"},{"speaker":"Tim Montague","startTime":569.7389999999999,"endTime":574.019,"body":"coaster. We get these bumps and"},{"speaker":"Tim Montague","startTime":569.7389999999999,"endTime":574.019,"body":"dips, and we're getting a bump."},{"speaker":"Tim Montague","startTime":574.439,"endTime":578.759,"body":"So ride the wave energy"},{"speaker":"Tim Montague","startTime":574.439,"endTime":578.759,"body":"professionals, and just know"},{"speaker":"Tim Montague","startTime":578.939,"endTime":581.939,"body":"that as soon as we get a new"},{"speaker":"Tim Montague","startTime":578.939,"endTime":581.939,"body":"administration, things will"},{"speaker":"Tim Montague","startTime":581.939,"endTime":586.799,"body":"change, and the landscape will"},{"speaker":"Tim Montague","startTime":581.939,"endTime":586.799,"body":"change, and the energy"},{"speaker":"Tim Montague","startTime":586.799,"endTime":592.819,"body":"transition is full steam ahead"},{"speaker":"Tim Montague","startTime":586.799,"endTime":592.819,"body":"globally. So you can have a"},{"speaker":"Tim Montague","startTime":644.509,"endTime":647.809,"body":"bright future in clean energy."},{"speaker":"Tim Montague","startTime":644.509,"endTime":647.809,"body":"There's just going to be"},{"speaker":"Tim Montague","startTime":647.809,"endTime":655.069,"body":"turmoil. Resi is going to have a"},{"speaker":"Tim Montague","startTime":647.809,"endTime":655.069,"body":"harder Cliff sooner, and then"},{"speaker":"Tim Montague","startTime":655.069,"endTime":661.009,"body":"commercial and good companies"},{"speaker":"Tim Montague","startTime":655.069,"endTime":661.009,"body":"will survive. You got to you got"},{"speaker":"Tim Montague","startTime":661.009,"endTime":665.8889999999999,"body":"to have a good strategy. John,"},{"speaker":"Tim Montague","startTime":661.009,"endTime":665.8889999999999,"body":"the thing that you know, the"},{"speaker":"Tim Montague","startTime":666.069,"endTime":671.1089999999999,"body":"take home for me so far is lean"},{"speaker":"Tim Montague","startTime":666.069,"endTime":671.1089999999999,"body":"into batteries and lean into"},{"speaker":"Tim Montague","startTime":671.1089999999999,"endTime":677.4089999999999,"body":"diversification of"},{"speaker":"Tim Montague","startTime":671.1089999999999,"endTime":677.4089999999999,"body":"electrification, meaning HVAC or"},{"speaker":"Tim Montague","startTime":677.769,"endTime":682.5889999999999,"body":"even an allied trade, like"},{"speaker":"Tim Montague","startTime":677.769,"endTime":682.5889999999999,"body":"roofing and electrification of"},{"speaker":"Tim Montague","startTime":682.5889999999999,"endTime":687.329,"body":"transportation, car chargers. I"},{"speaker":"Tim Montague","startTime":682.5889999999999,"endTime":687.329,"body":"don't know if you have a Have"},{"speaker":"Tim Montague","startTime":687.329,"endTime":691.3489999999999,"body":"you boiled it down for people"},{"speaker":"Tim Montague","startTime":687.329,"endTime":691.3489999999999,"body":"how to survive the downturn?"},{"speaker":"John Weaver","startTime":697.1700000000001,"endTime":702.3899999999999,"body":"No, I think number"},{"speaker":"John Weaver","startTime":697.1700000000001,"endTime":702.3899999999999,"body":"one in the residential space."},{"speaker":"John Weaver","startTime":703.73,"endTime":706.1299999999999,"body":"Yes. I mean, I know how I'm"},{"speaker":"John Weaver","startTime":703.73,"endTime":706.1299999999999,"body":"going to survive it for"},{"speaker":"John Weaver","startTime":706.1299999999999,"endTime":710.9300000000001,"body":"residential, my residential"},{"speaker":"John Weaver","startTime":706.1299999999999,"endTime":710.9300000000001,"body":"company is going to be supported"},{"speaker":"John Weaver","startTime":710.9300000000001,"endTime":713.45,"body":"by a commercial company. I mean,"},{"speaker":"John Weaver","startTime":710.9300000000001,"endTime":713.45,"body":"that's really what's going to"},{"speaker":"John Weaver","startTime":713.45,"endTime":716.3899999999999,"body":"come to for us, because we're"},{"speaker":"John Weaver","startTime":713.45,"endTime":716.3899999999999,"body":"not a great residential company."},{"speaker":"John Weaver","startTime":716.3899999999999,"endTime":718.9100000000001,"body":"We build well, but we're not a"},{"speaker":"John Weaver","startTime":716.3899999999999,"endTime":718.9100000000001,"body":"big firm. We don't have all the"},{"speaker":"John Weaver","startTime":718.9100000000001,"endTime":721.97,"body":"resources. We all have a sales"},{"speaker":"John Weaver","startTime":718.9100000000001,"endTime":721.97,"body":"team. We just have inbound"},{"speaker":"John Weaver","startTime":721.97,"endTime":725.8299999999999,"body":"leads. And so my company is"},{"speaker":"John Weaver","startTime":721.97,"endTime":725.8299999999999,"body":"going to have to be supported by"},{"speaker":"John Weaver","startTime":725.8299999999999,"endTime":729.3699999999999,"body":"a previously existing commercial"},{"speaker":"John Weaver","startTime":725.8299999999999,"endTime":729.3699999999999,"body":"team. That's what's going to"},{"speaker":"John Weaver","startTime":729.3699999999999,"endTime":732.6099999999999,"body":"make my resi company work. My"},{"speaker":"John Weaver","startTime":729.3699999999999,"endTime":732.6099999999999,"body":"commercial company is going to"},{"speaker":"John Weaver","startTime":732.6099999999999,"endTime":735.9100000000001,"body":"work because we're going to keep"},{"speaker":"John Weaver","startTime":732.6099999999999,"endTime":735.9100000000001,"body":"doing solar and mass in Rhode"},{"speaker":"John Weaver","startTime":735.9100000000001,"endTime":739.8699999999999,"body":"Island, which are very expensive"},{"speaker":"John Weaver","startTime":735.9100000000001,"endTime":739.8699999999999,"body":"markets for electricity, and"},{"speaker":"John Weaver","startTime":739.8699999999999,"endTime":743.6099999999999,"body":"have state incentives. And then"},{"speaker":"John Weaver","startTime":739.8699999999999,"endTime":743.6099999999999,"body":"we're going to add and this is"},{"speaker":"John Weaver","startTime":743.6099999999999,"endTime":746.1299999999999,"body":"something I'm slowly working"},{"speaker":"John Weaver","startTime":743.6099999999999,"endTime":746.1299999999999,"body":"through right now, a"},{"speaker":"John Weaver","startTime":746.1299999999999,"endTime":751.23,"body":"construction arm specifically"},{"speaker":"John Weaver","startTime":746.1299999999999,"endTime":751.23,"body":"focused on energy storage and"},{"speaker":"John Weaver","startTime":751.6499999999999,"endTime":754.71,"body":"and that's, you know, we're"},{"speaker":"John Weaver","startTime":751.6499999999999,"endTime":754.71,"body":"going to keep building, and"},{"speaker":"John Weaver","startTime":754.71,"endTime":758.1299999999999,"body":"that's how we're going to figure"},{"speaker":"John Weaver","startTime":754.71,"endTime":758.1299999999999,"body":"it out. We have to get tighter"},{"speaker":"John Weaver","startTime":758.1299999999999,"endTime":760.95,"body":"in cost, those residential"},{"speaker":"John Weaver","startTime":758.1299999999999,"endTime":760.95,"body":"costs, they have to come down."},{"speaker":"John Weaver","startTime":762.03,"endTime":765.53,"body":"And, yeah, one way that we're"},{"speaker":"John Weaver","startTime":762.03,"endTime":765.53,"body":"going to do it is just you know,"},{"speaker":"John Weaver","startTime":766.01,"endTime":768.5899999999999,"body":"we're going to be a low volume"},{"speaker":"John Weaver","startTime":766.01,"endTime":768.5899999999999,"body":"rezzy shop, so we're not going"},{"speaker":"John Weaver","startTime":768.5899999999999,"endTime":771.8299999999999,"body":"to represent the real market,"},{"speaker":"John Weaver","startTime":768.5899999999999,"endTime":771.8299999999999,"body":"but people are just going to"},{"speaker":"John Weaver","startTime":771.8299999999999,"endTime":774.77,"body":"have to tight costs. I mean,"},{"speaker":"John Weaver","startTime":771.8299999999999,"endTime":774.77,"body":"that's just going to be reality."},{"speaker":"John Weaver","startTime":774.95,"endTime":775.97,"body":"Um, people will still"},{"speaker":"Tim Montague","startTime":775.97,"endTime":778.0699999999999,"body":"any other way to"},{"speaker":"Tim Montague","startTime":775.97,"endTime":778.0699999999999,"body":"do it. People will still install"},{"speaker":"Tim Montague","startTime":778.0699999999999,"endTime":783.0699999999999,"body":"solar at the at the residential"},{"speaker":"Tim Montague","startTime":778.0699999999999,"endTime":783.0699999999999,"body":"level, and it'll be, it'll be"},{"speaker":"Tim Montague","startTime":783.0699999999999,"endTime":787.81,"body":"smaller volume, so there will be"},{"speaker":"Tim Montague","startTime":783.0699999999999,"endTime":787.81,"body":"a market contraction. So if"},{"speaker":"Tim Montague","startTime":787.81,"endTime":792.19,"body":"you're a good company doing good"},{"speaker":"Tim Montague","startTime":787.81,"endTime":792.19,"body":"work, you'll you'll be fine. If"},{"speaker":"Tim Montague","startTime":792.19,"endTime":796.3899999999999,"body":"you're a solar bro, selling"},{"speaker":"Tim Montague","startTime":792.19,"endTime":796.3899999999999,"body":"super expensive solar, goodbye,"},{"speaker":"Tim Montague","startTime":796.99,"endTime":801.55,"body":"and that's okay. All right,"},{"speaker":"Tim Montague","startTime":796.99,"endTime":801.55,"body":"let's get into the project of"},{"speaker":"Tim Montague","startTime":801.55,"endTime":808.3499999999999,"body":"the week. You found a very"},{"speaker":"Tim Montague","startTime":801.55,"endTime":808.3499999999999,"body":"beautiful, 875 kW carport"},{"speaker":"Tim Montague","startTime":809.97,"endTime":813.3899999999999,"body":"superstructure. That is one"},{"speaker":"Tim Montague","startTime":809.97,"endTime":813.3899999999999,"body":"badass carport."},{"speaker":"John Weaver","startTime":814.53,"endTime":818.19,"body":"That's, that's,"},{"speaker":"John Weaver","startTime":814.53,"endTime":818.19,"body":"that's how I reacted. I was"},{"speaker":"John Weaver","startTime":818.19,"endTime":820.8899999999999,"body":"like, Oh my gosh, look at all"},{"speaker":"John Weaver","startTime":818.19,"endTime":820.8899999999999,"body":"that cool stuff on it. I mean,"},{"speaker":"John Weaver","startTime":820.8899999999999,"endTime":824.5699999999999,"body":"look at the walls. It's"},{"speaker":"John Weaver","startTime":820.8899999999999,"endTime":824.5699999999999,"body":"enclosed. So it's coming from"},{"speaker":"John Weaver","startTime":824.69,"endTime":829.8499999999999,"body":"Dallas, Dallas Fort Worth area"},{"speaker":"John Weaver","startTime":824.69,"endTime":829.8499999999999,"body":"gentlemen on blue sky, we were"},{"speaker":"John Weaver","startTime":829.8499999999999,"endTime":833.1499999999999,"body":"talking about carports, and he"},{"speaker":"John Weaver","startTime":829.8499999999999,"endTime":833.1499999999999,"body":"posted their carport. The"},{"speaker":"John Weaver","startTime":833.1499999999999,"endTime":838.25,"body":"company is CLS sustainable, and"},{"speaker":"John Weaver","startTime":833.1499999999999,"endTime":838.25,"body":"some of the details, it's fully"},{"speaker":"John Weaver","startTime":838.25,"endTime":845.23,"body":"walled and and it has a drop"},{"speaker":"John Weaver","startTime":838.25,"endTime":845.23,"body":"down facade. On the inside,"},{"speaker":"John Weaver","startTime":845.23,"endTime":850.27,"body":"it's, it's very it's lit like"},{"speaker":"John Weaver","startTime":845.23,"endTime":850.27,"body":"standard, as any carport would"},{"speaker":"John Weaver","startTime":850.27,"endTime":853.99,"body":"need to be with lighting. But"},{"speaker":"John Weaver","startTime":850.27,"endTime":853.99,"body":"it's also by facial modules, so"},{"speaker":"John Weaver","startTime":853.99,"endTime":858.8499999999999,"body":"it's very naturally lit as well."},{"speaker":"John Weaver","startTime":853.99,"endTime":858.8499999999999,"body":"And it's on top of a parking"},{"speaker":"John Weaver","startTime":858.8499999999999,"endTime":862.95,"body":"lot, and it's just a beautiful"},{"speaker":"John Weaver","startTime":858.8499999999999,"endTime":862.95,"body":"square. I mean, cleaning it"},{"speaker":"John Weaver","startTime":863.19,"endTime":866.1299999999999,"body":"should be. I mean, it's probably"},{"speaker":"John Weaver","startTime":863.19,"endTime":866.1299999999999,"body":"going to be required because"},{"speaker":"John Weaver","startTime":866.1299999999999,"endTime":869.0699999999999,"body":"there's, looks like it's a zero"},{"speaker":"John Weaver","startTime":866.1299999999999,"endTime":869.0699999999999,"body":"slope, but I assume you could"},{"speaker":"John Weaver","startTime":869.0699999999999,"endTime":871.6499999999999,"body":"just put a robot on there and"},{"speaker":"John Weaver","startTime":869.0699999999999,"endTime":871.6499999999999,"body":"let that thing just kind of go"},{"speaker":"John Weaver","startTime":871.6499999999999,"endTime":876.0899999999999,"body":"back and forth on its own, but I"},{"speaker":"John Weaver","startTime":871.6499999999999,"endTime":876.0899999999999,"body":"don't know, and it's downtown,"},{"speaker":"John Weaver","startTime":876.0899999999999,"endTime":878.8499999999999,"body":"so of course, it'll get dirty,"},{"speaker":"John Weaver","startTime":876.0899999999999,"endTime":878.8499999999999,"body":"but it's just looks so cool."},{"speaker":"John Weaver","startTime":878.8499999999999,"endTime":880.95,"body":"When that guy shared it with me,"},{"speaker":"John Weaver","startTime":878.8499999999999,"endTime":880.95,"body":"I was like, Oh my gosh,"},{"speaker":"Tim Montague","startTime":882.0899999999999,"endTime":885.71,"body":"yeah, it's pretty"},{"speaker":"Tim Montague","startTime":882.0899999999999,"endTime":885.71,"body":"clean, I have to say. And I'd"},{"speaker":"Tim Montague","startTime":885.71,"endTime":890.8699999999999,"body":"like to know what the installed"},{"speaker":"Tim Montague","startTime":885.71,"endTime":890.8699999999999,"body":"cost per watt was, just curious."},{"speaker":"Tim Montague","startTime":891.05,"endTime":898.3699999999999,"body":"But, you know, shade is of a"},{"speaker":"Tim Montague","startTime":891.05,"endTime":898.3699999999999,"body":"premium. A lot of we're going to"},{"speaker":"Tim Montague","startTime":898.3699999999999,"endTime":903.19,"body":"do a lot of carports eventually,"},{"speaker":"Tim Montague","startTime":898.3699999999999,"endTime":903.19,"body":"carport solar alone could"},{"speaker":"Tim Montague","startTime":903.6700000000001,"endTime":906.6099999999999,"body":"completely green the grid, like,"},{"speaker":"Tim Montague","startTime":903.6700000000001,"endTime":906.6099999999999,"body":"that's how many parking lots we"},{"speaker":"Tim Montague","startTime":906.6099999999999,"endTime":912.01,"body":"have in America. So there's more"},{"speaker":"Tim Montague","startTime":906.6099999999999,"endTime":912.01,"body":"than 10,000 I think the figure,"},{"speaker":"Tim Montague","startTime":912.0699999999999,"endTime":917.1099999999999,"body":"it's in my book, there's 13,000"},{"speaker":"Tim Montague","startTime":912.0699999999999,"endTime":917.1099999999999,"body":"square miles of carports in the"},{"speaker":"Tim Montague","startTime":917.1099999999999,"endTime":922.03,"body":"United States. It's a huge that"},{"speaker":"Tim Montague","startTime":917.1099999999999,"endTime":922.03,"body":"much. Yeah,"},{"speaker":"John Weaver","startTime":922.27,"endTime":926.1299999999999,"body":"I remember there's"},{"speaker":"John Weaver","startTime":922.27,"endTime":926.1299999999999,"body":"like 2 billion parking spots,"},{"speaker":"John Weaver","startTime":926.1299999999999,"endTime":928.53,"body":"but I don't know how many of"},{"speaker":"John Weaver","startTime":926.1299999999999,"endTime":928.53,"body":"those are, like, fully facing"},{"speaker":"John Weaver","startTime":928.53,"endTime":932.6099999999999,"body":"the sun versus inside of a"},{"speaker":"John Weaver","startTime":928.53,"endTime":932.6099999999999,"body":"carport or in a house or"},{"speaker":"John Weaver","startTime":932.6099999999999,"endTime":933.3299999999999,"body":"something. But"},{"speaker":"Tim Montague","startTime":933.99,"endTime":937.47,"body":"well, gardening"},{"speaker":"Tim Montague","startTime":933.99,"endTime":937.47,"body":"spots, most of them are, are"},{"speaker":"Tim Montague","startTime":937.53,"endTime":943.8499999999999,"body":"exposed. Yeah, something like"},{"speaker":"Tim Montague","startTime":937.53,"endTime":943.8499999999999,"body":"30% of LA, of the geography of"},{"speaker":"Tim Montague","startTime":943.9100000000001,"endTime":949.79,"body":"LA is parking a huge percentage."},{"speaker":"Tim Montague","startTime":943.9100000000001,"endTime":949.79,"body":"So you can imagine a lot of that"},{"speaker":"Tim Montague","startTime":949.79,"endTime":955.19,"body":"converted to battery containers"},{"speaker":"Tim Montague","startTime":949.79,"endTime":955.19,"body":"and solar panels. And it's a"},{"speaker":"Tim Montague","startTime":955.19,"endTime":958.25,"body":"good thing, and it's good for"},{"speaker":"Tim Montague","startTime":955.19,"endTime":958.25,"body":"the grid. It's good for"},{"speaker":"Tim Montague","startTime":958.25,"endTime":961.6700000000001,"body":"consumers because it brings"},{"speaker":"Tim Montague","startTime":958.25,"endTime":961.6700000000001,"body":"prices down. That's one of the"},{"speaker":"Tim Montague","startTime":961.6700000000001,"endTime":965.23,"body":"bummers, I think, about the BBB"},{"speaker":"Tim Montague","startTime":961.6700000000001,"endTime":965.23,"body":"John is everybody in America is"},{"speaker":"Tim Montague","startTime":965.23,"endTime":970.3299999999999,"body":"going to see spikes in the cost"},{"speaker":"Tim Montague","startTime":965.23,"endTime":970.3299999999999,"body":"of energy at a time when we"},{"speaker":"Tim Montague","startTime":970.3299999999999,"endTime":974.5899999999999,"body":"already have inflation. And you"},{"speaker":"Tim Montague","startTime":970.3299999999999,"endTime":974.5899999999999,"body":"know, our paychecks aren't going"},{"speaker":"Tim Montague","startTime":974.5899999999999,"endTime":983.3699999999999,"body":"up. So it's just, it's just,"},{"speaker":"Tim Montague","startTime":974.5899999999999,"endTime":983.3699999999999,"body":"it's a tough time. And you and I"},{"speaker":"Tim Montague","startTime":983.3699999999999,"endTime":989.19,"body":"know that LCOE of solar and"},{"speaker":"Tim Montague","startTime":983.3699999999999,"endTime":989.19,"body":"battery is is lower than the Do"},{"speaker":"Tim Montague","startTime":989.19,"endTime":995.3699999999999,"body":"Nothing strategy. So that's,"},{"speaker":"Tim Montague","startTime":989.19,"endTime":995.3699999999999,"body":"that's what we should do."},{"speaker":"John Weaver","startTime":996.5699999999999,"endTime":1000.6499999999999,"body":"I get mad when you"},{"speaker":"John Weaver","startTime":996.5699999999999,"endTime":1000.6499999999999,"body":"tell me 30% of LA is parking and"},{"speaker":"John Weaver","startTime":1000.6499999999999,"endTime":1006.4300000000001,"body":"people whine that we might. Want"},{"speaker":"John Weaver","startTime":1000.6499999999999,"endTime":1006.4300000000001,"body":"1% to power the whole nation. I"},{"speaker":"John Weaver","startTime":1006.4300000000001,"endTime":1011.8899999999999,"body":"just want to punch things and"},{"speaker":"John Weaver","startTime":1006.4300000000001,"endTime":1011.8899999999999,"body":"sometimes people. Tim, not a"},{"speaker":"John Weaver","startTime":1011.8899999999999,"endTime":1017.71,"body":"good thing. All right, to the"},{"speaker":"John Weaver","startTime":1011.8899999999999,"endTime":1017.71,"body":"show. Tim, back to the show."},{"speaker":"Tim Montague","startTime":1017.95,"endTime":1021.49,"body":"Back to the show."},{"speaker":"Tim Montague","startTime":1017.95,"endTime":1021.49,"body":"Global grid scale best supports"},{"speaker":"Tim Montague","startTime":1021.6099999999999,"endTime":1026.91,"body":"a deployment increase over 50%"},{"speaker":"Tim Montague","startTime":1021.6099999999999,"endTime":1026.91,"body":"in h1 2025, reaching 87.6"},{"speaker":"Tim Montague","startTime":1027.75,"endTime":1032.31,"body":"gigawatt hours, 14 Giga scale"},{"speaker":"Tim Montague","startTime":1027.75,"endTime":1032.31,"body":"projects have entered operations"},{"speaker":"Tim Montague","startTime":1032.31,"endTime":1037.29,"body":"so far this year. All right,"},{"speaker":"Tim Montague","startTime":1032.31,"endTime":1037.29,"body":"that's a good story. Get this on"},{"speaker":"Tim Montague","startTime":1037.29,"endTime":1037.8899999999999,"body":"screen."},{"speaker":"John Weaver","startTime":1038.73,"endTime":1042.09,"body":"I like that."},{"speaker":"John Weaver","startTime":1038.73,"endTime":1042.09,"body":"Batteries are growing. Man"},{"speaker":"John Weaver","startTime":1042.09,"endTime":1045.47,"body":"batteries at a new solar Tim. We"},{"speaker":"John Weaver","startTime":1042.09,"endTime":1045.47,"body":"we gotta, we gotta be on the"},{"speaker":"John Weaver","startTime":1045.47,"endTime":1048.95,"body":"ball. We gotta be pushing it. We"},{"speaker":"John Weaver","startTime":1045.47,"endTime":1048.95,"body":"gotta understand it and know it"},{"speaker":"John Weaver","startTime":1048.95,"endTime":1052.61,"body":"better. The report that they"},{"speaker":"John Weaver","startTime":1048.95,"endTime":1052.61,"body":"give you can sign up for. They"},{"speaker":"John Weaver","startTime":1052.61,"endTime":1056.3899999999999,"body":"don't let us get into it, but we"},{"speaker":"John Weaver","startTime":1052.61,"endTime":1056.3899999999999,"body":"get to see some cool data here."},{"speaker":"John Weaver","startTime":1056.99,"endTime":1059.21,"body":"You know, China's starting to"},{"speaker":"John Weaver","startTime":1056.99,"endTime":1059.21,"body":"deploy massive batteries."},{"speaker":"John Weaver","startTime":1059.21,"endTime":1063.55,"body":"California is we may, if we get"},{"speaker":"John Weaver","startTime":1059.21,"endTime":1063.55,"body":"a chance talk about how"},{"speaker":"John Weaver","startTime":1063.55,"endTime":1068.6499999999999,"body":"batteries are affecting"},{"speaker":"John Weaver","startTime":1063.55,"endTime":1068.6499999999999,"body":"curtailment, which is a weird"},{"speaker":"John Weaver","startTime":1068.6499999999999,"endTime":1071.95,"body":"word for most people in"},{"speaker":"John Weaver","startTime":1068.6499999999999,"endTime":1071.95,"body":"California, but but battery"},{"speaker":"John Weaver","startTime":1071.95,"endTime":1075.97,"body":"growth, for me, is story of the"},{"speaker":"John Weaver","startTime":1071.95,"endTime":1075.97,"body":"year. Is a story of last the"},{"speaker":"John Weaver","startTime":1075.97,"endTime":1080.0500000000002,"body":"story of last year was battery"},{"speaker":"John Weaver","startTime":1075.97,"endTime":1080.0500000000002,"body":"price falling, and it's still"},{"speaker":"John Weaver","startTime":1080.0500000000002,"endTime":1084.3300000000002,"body":"falling this year. So this right"},{"speaker":"John Weaver","startTime":1080.0500000000002,"endTime":1084.3300000000002,"body":"here. This is going to be the"},{"speaker":"John Weaver","startTime":1084.3300000000002,"endTime":1087.21,"body":"growth story, the growth engine,"},{"speaker":"John Weaver","startTime":1084.3300000000002,"endTime":1087.21,"body":"and this Tim, you want to keep"},{"speaker":"John Weaver","startTime":1087.21,"endTime":1091.77,"body":"your business alive. Learn some"},{"speaker":"John Weaver","startTime":1087.21,"endTime":1091.77,"body":"batteries. That's it. You want"},{"speaker":"John Weaver","startTime":1091.77,"endTime":1095.19,"body":"to get rid of net metering."},{"speaker":"John Weaver","startTime":1091.77,"endTime":1095.19,"body":"Learn some batteries absolutely"},{"speaker":"John Weaver","startTime":1095.19,"endTime":1098.43,"body":"demand charge. Learn some"},{"speaker":"John Weaver","startTime":1095.19,"endTime":1098.43,"body":"batteries. You know what? That's"},{"speaker":"John Weaver","startTime":1098.43,"endTime":1101.19,"body":"that's what we're going to try"},{"speaker":"John Weaver","startTime":1098.43,"endTime":1101.19,"body":"and do. We got to stay alive."},{"speaker":"John Weaver","startTime":1101.5500000000002,"endTime":1101.97,"body":"Yep,"},{"speaker":"Tim Montague","startTime":1102.99,"endTime":1105.3500000000001,"body":"I completely"},{"speaker":"Tim Montague","startTime":1102.99,"endTime":1105.3500000000001,"body":"agree. Batteries are so three"},{"speaker":"Tim Montague","startTime":1105.3500000000001,"endTime":1108.77,"body":"dimensional compared to solar."},{"speaker":"Tim Montague","startTime":1105.3500000000001,"endTime":1108.77,"body":"We love solar because they"},{"speaker":"Tim Montague","startTime":1108.77,"endTime":1111.53,"body":"collect photons. Solar panels"},{"speaker":"Tim Montague","startTime":1108.77,"endTime":1111.53,"body":"collect photons. Photons are"},{"speaker":"Tim Montague","startTime":1111.53,"endTime":1114.89,"body":"free, but batteries allow you to"},{"speaker":"Tim Montague","startTime":1111.53,"endTime":1114.89,"body":"store those electrons and then"},{"speaker":"Tim Montague","startTime":1114.89,"endTime":1119.27,"body":"deploy them on demand, 24/7, and"},{"speaker":"Tim Montague","startTime":1114.89,"endTime":1119.27,"body":"that is super valuable. That's"},{"speaker":"Tim Montague","startTime":1119.27,"endTime":1122.63,"body":"something a solar panel cannot"},{"speaker":"Tim Montague","startTime":1119.27,"endTime":1122.63,"body":"do, never will do, and that's"},{"speaker":"Tim Montague","startTime":1122.63,"endTime":1126.43,"body":"fine. That's why we have"},{"speaker":"Tim Montague","startTime":1122.63,"endTime":1126.43,"body":"batteries. We just need to build"},{"speaker":"Tim Montague","startTime":1126.43,"endTime":1129.91,"body":"a lot of batteries, and that's a"},{"speaker":"Tim Montague","startTime":1126.43,"endTime":1129.91,"body":"problem when we're not really"},{"speaker":"Tim Montague","startTime":1129.91,"endTime":1134.05,"body":"incentivizing factory"},{"speaker":"Tim Montague","startTime":1129.91,"endTime":1134.05,"body":"construction in America. So a"},{"speaker":"Tim Montague","startTime":1134.05,"endTime":1138.25,"body":"lot of the factories are still"},{"speaker":"Tim Montague","startTime":1134.05,"endTime":1138.25,"body":"getting built in Asia, and"},{"speaker":"Tim Montague","startTime":1138.31,"endTime":1141.6100000000001,"body":"that's a conundrum that we"},{"speaker":"Tim Montague","startTime":1138.31,"endTime":1141.6100000000001,"body":"haven't quite solved, but lean"},{"speaker":"Tim Montague","startTime":1141.6100000000001,"endTime":1143.13,"body":"into batteries for sure."},{"speaker":"John Weaver","startTime":1145.1100000000001,"endTime":1147.99,"body":"So, so, yeah, so I"},{"speaker":"John Weaver","startTime":1145.1100000000001,"endTime":1147.99,"body":"just, you know, this is"},{"speaker":"John Weaver","startTime":1147.99,"endTime":1151.17,"body":"benchmark. I We should get this"},{"speaker":"John Weaver","startTime":1147.99,"endTime":1151.17,"body":"guy on the show again one day."},{"speaker":"John Weaver","startTime":1151.17,"endTime":1153.51,"body":"He's busy. He's all around. They"},{"speaker":"John Weaver","startTime":1151.17,"endTime":1153.51,"body":"started covering copper"},{"speaker":"John Weaver","startTime":1153.51,"endTime":1156.93,"body":"recently, yeah, but they stopped"},{"speaker":"John Weaver","startTime":1153.51,"endTime":1156.93,"body":"putting out that cool chart,"},{"speaker":"John Weaver","startTime":1156.93,"endTime":1159.33,"body":"which showed battery"},{"speaker":"John Weaver","startTime":1156.93,"endTime":1159.33,"body":"announcements, because I guess"},{"speaker":"John Weaver","startTime":1159.33,"endTime":1163.55,"body":"it got above 10 terawatt hours"},{"speaker":"John Weaver","startTime":1159.33,"endTime":1163.55,"body":"of factories, and they're just"},{"speaker":"John Weaver","startTime":1163.55,"endTime":1166.73,"body":"like, oh my gosh, there's so"},{"speaker":"John Weaver","startTime":1163.55,"endTime":1166.73,"body":"many factories to track, but"},{"speaker":"John Weaver","startTime":1166.73,"endTime":1169.73,"body":"it's growing. This is what we're"},{"speaker":"John Weaver","startTime":1166.73,"endTime":1169.73,"body":"talking about. And what's neat,"},{"speaker":"John Weaver","startTime":1169.73,"endTime":1174.3500000000001,"body":"I like the little chart at the"},{"speaker":"John Weaver","startTime":1169.73,"endTime":1174.3500000000001,"body":"bottom. We can see how much of"},{"speaker":"John Weaver","startTime":1174.3500000000001,"endTime":1176.93,"body":"the batteries are just"},{"speaker":"John Weaver","startTime":1174.3500000000001,"endTime":1176.93,"body":"connecting straight to the grid"},{"speaker":"John Weaver","startTime":1177.29,"endTime":1180.05,"body":"versus how much are connecting"},{"speaker":"John Weaver","startTime":1177.29,"endTime":1180.05,"body":"to solar plants and direct to"},{"speaker":"John Weaver","startTime":1180.05,"endTime":1183.13,"body":"wind plants. And I think this"},{"speaker":"John Weaver","startTime":1180.05,"endTime":1183.13,"body":"straight to the grid thing is"},{"speaker":"John Weaver","startTime":1183.13,"endTime":1189.01,"body":"pretty cool. Uh, what's the term"},{"speaker":"John Weaver","startTime":1183.13,"endTime":1189.01,"body":"wireless transmission? So what"},{"speaker":"John Weaver","startTime":1189.01,"endTime":1192.55,"body":"they mean by that is, instead of"},{"speaker":"John Weaver","startTime":1189.01,"endTime":1192.55,"body":"upgrading the power grid to add"},{"speaker":"John Weaver","startTime":1192.55,"endTime":1197.41,"body":"new wires, if you strategically"},{"speaker":"John Weaver","startTime":1192.55,"endTime":1197.41,"body":"add batteries at a certain spot,"},{"speaker":"John Weaver","startTime":1197.95,"endTime":1203.43,"body":"they can move the electricity"},{"speaker":"John Weaver","startTime":1197.95,"endTime":1203.43,"body":"during non traffic jam times. So"},{"speaker":"John Weaver","startTime":1203.43,"endTime":1206.6100000000001,"body":"to say, because the power grid"},{"speaker":"John Weaver","startTime":1203.43,"endTime":1206.6100000000001,"body":"gets a traffic jam, just like"},{"speaker":"John Weaver","startTime":1206.6100000000001,"endTime":1209.91,"body":"the highway. And so if we move"},{"speaker":"John Weaver","startTime":1206.6100000000001,"endTime":1209.91,"body":"electricity and off times, we"},{"speaker":"John Weaver","startTime":1209.91,"endTime":1212.73,"body":"can get it to the batteries, and"},{"speaker":"John Weaver","startTime":1209.91,"endTime":1212.73,"body":"it can hang out there. And then"},{"speaker":"John Weaver","startTime":1212.73,"endTime":1216.21,"body":"when it's needed, then it can"},{"speaker":"John Weaver","startTime":1212.73,"endTime":1216.21,"body":"shoot out. So like downtown LA,"},{"speaker":"John Weaver","startTime":1216.39,"endTime":1219.69,"body":"you want some of those parking"},{"speaker":"John Weaver","startTime":1216.39,"endTime":1219.69,"body":"spots that have batteries, so"},{"speaker":"John Weaver","startTime":1219.69,"endTime":1224.15,"body":"that at 5pm when all that solar"},{"speaker":"John Weaver","startTime":1219.69,"endTime":1224.15,"body":"in the desert is starting to"},{"speaker":"John Weaver","startTime":1224.63,"endTime":1228.23,"body":"slow down and trying to get"},{"speaker":"John Weaver","startTime":1224.63,"endTime":1228.23,"body":"electricity downtown. You got"},{"speaker":"John Weaver","startTime":1228.23,"endTime":1231.89,"body":"the batteries and and they're"},{"speaker":"John Weaver","startTime":1228.23,"endTime":1231.89,"body":"just literally putting batteries"},{"speaker":"John Weaver","startTime":1231.89,"endTime":1235.91,"body":"in wherever, you know. So it's"},{"speaker":"John Weaver","startTime":1231.89,"endTime":1235.91,"body":"just neat. I think the grid is"},{"speaker":"John Weaver","startTime":1235.91,"endTime":1239.45,"body":"going to get smarter quicker. I"},{"speaker":"John Weaver","startTime":1235.91,"endTime":1239.45,"body":"don't know, all kinds of things"},{"speaker":"John Weaver","startTime":1239.45,"endTime":1243.07,"body":"with batteries on it, so, so"},{"speaker":"John Weaver","startTime":1239.45,"endTime":1243.07,"body":"this is cool. You're gonna hear"},{"speaker":"John Weaver","startTime":1243.07,"endTime":1244.57,"body":"me constantly talking about"},{"speaker":"Tim Montague","startTime":1246.31,"endTime":1251.59,"body":"big batteries too."},{"speaker":"Tim Montague","startTime":1246.31,"endTime":1251.59,"body":"Yeah, I I love batteries. It's"},{"speaker":"Tim Montague","startTime":1251.59,"endTime":1254.41,"body":"not easy. I don't think it's"},{"speaker":"Tim Montague","startTime":1251.59,"endTime":1254.41,"body":"easy. I don't want to trivialize"},{"speaker":"Tim Montague","startTime":1254.41,"endTime":1259.57,"body":"Okay, for the average solar"},{"speaker":"Tim Montague","startTime":1254.41,"endTime":1259.57,"body":"professional to understand the"},{"speaker":"Tim Montague","startTime":1259.57,"endTime":1264.03,"body":"value stack, if you're still on"},{"speaker":"Tim Montague","startTime":1259.57,"endTime":1264.03,"body":"the sidelines, it boils down in"},{"speaker":"Tim Montague","startTime":1264.03,"endTime":1266.97,"body":"a simple way, though, earn, save"},{"speaker":"Tim Montague","startTime":1264.03,"endTime":1266.97,"body":"protect, which I talked about"},{"speaker":"Tim Montague","startTime":1266.97,"endTime":1270.33,"body":"last time we did the show. Earn,"},{"speaker":"Tim Montague","startTime":1266.97,"endTime":1270.33,"body":"save protect, check out"},{"speaker":"Tim Montague","startTime":1270.33,"endTime":1274.89,"body":"intelligent generation, and they"},{"speaker":"Tim Montague","startTime":1270.33,"endTime":1274.89,"body":"flesh this out for you. And you"},{"speaker":"Tim Montague","startTime":1274.89,"endTime":1279.27,"body":"just there are very few"},{"speaker":"Tim Montague","startTime":1274.89,"endTime":1279.27,"body":"technologies that have the stack"},{"speaker":"Tim Montague","startTime":1279.57,"endTime":1283.07,"body":"that batteries have, and that's"},{"speaker":"Tim Montague","startTime":1279.57,"endTime":1283.07,"body":"why they're being deployed on"},{"speaker":"Tim Montague","startTime":1283.07,"endTime":1286.91,"body":"mass. And if you're a grid"},{"speaker":"Tim Montague","startTime":1283.07,"endTime":1286.91,"body":"operator, they're just great"},{"speaker":"Tim Montague","startTime":1286.91,"endTime":1292.79,"body":"news, right? They're so flexible"},{"speaker":"Tim Montague","startTime":1286.91,"endTime":1292.79,"body":"and and as prices have come"},{"speaker":"Tim Montague","startTime":1292.79,"endTime":1295.73,"body":"down, and will continue to come"},{"speaker":"Tim Montague","startTime":1292.79,"endTime":1295.73,"body":"down, right? The more we build,"},{"speaker":"Tim Montague","startTime":1296.09,"endTime":1299.51,"body":"the less the price will be. And"},{"speaker":"Tim Montague","startTime":1296.09,"endTime":1299.51,"body":"that's a virtuous cycle, all"},{"speaker":"Tim Montague","startTime":1302.21,"endTime":1303.55,"body":"right? What's our next story?"},{"speaker":"John Weaver","startTime":1305.23,"endTime":1306.31,"body":"New York State?"},{"speaker":"Tim Montague","startTime":1306.55,"endTime":1311.29,"body":"Oh, I love this"},{"speaker":"Tim Montague","startTime":1306.55,"endTime":1311.29,"body":"story. So you know, I I love to"},{"speaker":"Tim Montague","startTime":1311.29,"endTime":1316.8700000000001,"body":"tout that I live in a top 10"},{"speaker":"Tim Montague","startTime":1311.29,"endTime":1316.8700000000001,"body":"solar market, but I'm barely in"},{"speaker":"Tim Montague","startTime":1316.8700000000001,"endTime":1324.27,"body":"top 10 solar market in Illinois."},{"speaker":"Tim Montague","startTime":1316.8700000000001,"endTime":1324.27,"body":"John, New York is a top five"},{"speaker":"Tim Montague","startTime":1324.27,"endTime":1329.19,"body":"solar market, and they've"},{"speaker":"Tim Montague","startTime":1324.27,"endTime":1329.19,"body":"achieved this by setting"},{"speaker":"Tim Montague","startTime":1329.19,"endTime":1334.05,"body":"ambitious targets, and now"},{"speaker":"Tim Montague","startTime":1329.19,"endTime":1334.05,"body":"they've just released a plan to"},{"speaker":"Tim Montague","startTime":1334.29,"endTime":1340.95,"body":"target 35 gigawatts of PV and"},{"speaker":"Tim Montague","startTime":1334.29,"endTime":1340.95,"body":"9.4 gigawatts of battery storage"},{"speaker":"Tim Montague","startTime":1340.95,"endTime":1345.53,"body":"by 2040 I also love this photo."},{"speaker":"Tim Montague","startTime":1340.95,"endTime":1345.53,"body":"I don't know if this is even"},{"speaker":"Tim Montague","startTime":1345.53,"endTime":1351.23,"body":"real. This photo showing rooftop"},{"speaker":"Tim Montague","startTime":1345.53,"endTime":1351.23,"body":"units on a green roof, but the"},{"speaker":"Tim Montague","startTime":1351.23,"endTime":1355.91,"body":"rooftop units have cooling,"},{"speaker":"Tim Montague","startTime":1351.23,"endTime":1355.91,"body":"solar cooling shades over them,"},{"speaker":"Tim Montague","startTime":1355.91,"endTime":1357.1100000000001,"body":"which is fascinating."},{"speaker":"John Weaver","startTime":1360.1100000000001,"endTime":1362.39,"body":"Super cool. It"},{"speaker":"John Weaver","startTime":1360.1100000000001,"endTime":1362.39,"body":"can't be real. Whatever that is"},{"speaker":"John Weaver","startTime":1362.39,"endTime":1366.55,"body":"that can't be real New York"},{"speaker":"John Weaver","startTime":1362.39,"endTime":1366.55,"body":"City. I don't know what that"},{"speaker":"Tim Montague","startTime":1366.55,"endTime":1368.95,"body":"is. The thing that"},{"speaker":"Tim Montague","startTime":1366.55,"endTime":1368.95,"body":"makes me think it's real, John"},{"speaker":"Tim Montague","startTime":1368.95,"endTime":1372.07,"body":"is that you actually have these"},{"speaker":"Tim Montague","startTime":1368.95,"endTime":1372.07,"body":"little openings in the solar"},{"speaker":"Tim Montague","startTime":1372.07,"endTime":1377.65,"body":"panels for some access. And a"},{"speaker":"Tim Montague","startTime":1372.07,"endTime":1377.65,"body":"normal, a normal, AI generated"},{"speaker":"Tim Montague","startTime":1377.65,"endTime":1380.47,"body":"photo would not have included"},{"speaker":"Tim Montague","startTime":1377.65,"endTime":1380.47,"body":"those, and they're uniform"},{"speaker":"Tim Montague","startTime":1380.47,"endTime":1386.67,"body":"across the rooftop. But I don't"},{"speaker":"Tim Montague","startTime":1380.47,"endTime":1386.67,"body":"know so, but yeah, New York is a"},{"speaker":"Tim Montague","startTime":1386.67,"endTime":1390.15,"body":"leader. If you if you live and"},{"speaker":"Tim Montague","startTime":1386.67,"endTime":1390.15,"body":"work in New York, you know this,"},{"speaker":"Tim Montague","startTime":1390.15,"endTime":1397.17,"body":"it's like Hawaii, California,"},{"speaker":"Tim Montague","startTime":1390.15,"endTime":1397.17,"body":"Texas, New York. And New York"},{"speaker":"Tim Montague","startTime":1397.17,"endTime":1402.83,"body":"has NYSERDA, which is a"},{"speaker":"Tim Montague","startTime":1397.17,"endTime":1402.83,"body":"powerhouse, and they are doing"},{"speaker":"Tim Montague","startTime":1402.83,"endTime":1406.97,"body":"very ambitious things, which"},{"speaker":"Tim Montague","startTime":1402.83,"endTime":1406.97,"body":"starts with these goals, right?"},{"speaker":"Tim Montague","startTime":1406.97,"endTime":1411.3500000000001,"body":"If you don't set a goal, it's"},{"speaker":"Tim Montague","startTime":1406.97,"endTime":1411.3500000000001,"body":"not likely that you're going to"},{"speaker":"Tim Montague","startTime":1411.3500000000001,"endTime":1415.67,"body":"green your grid here in"},{"speaker":"Tim Montague","startTime":1411.3500000000001,"endTime":1415.67,"body":"Illinois, our goal is 25% by"},{"speaker":"Tim Montague","startTime":1415.67,"endTime":1423.6100000000001,"body":"2025 and so this drop plans to"},{"speaker":"Tim Montague","startTime":1415.67,"endTime":1423.6100000000001,"body":"target 14 gigawatts of solar"},{"speaker":"Tim Montague","startTime":1423.6100000000001,"endTime":1430.15,"body":"installed by 2030 and that's a"},{"speaker":"Tim Montague","startTime":1423.6100000000001,"endTime":1430.15,"body":"lot of solar like we're gonna"},{"speaker":"Tim Montague","startTime":1430.15,"endTime":1434.29,"body":"do. We're gonna do 10 gigawatts"},{"speaker":"Tim Montague","startTime":1430.15,"endTime":1434.29,"body":"in 10 years, I think, is the"},{"speaker":"Tim Montague","startTime":1434.29,"endTime":1442.95,"body":"plan in Illinois. So this is"},{"speaker":"Tim Montague","startTime":1434.29,"endTime":1442.95,"body":"just, yeah, it's it's ambitious,"},{"speaker":"Tim Montague","startTime":1442.95,"endTime":1444.69,"body":"it's good and it's ambitious"},{"speaker":"John Weaver","startTime":1447.03,"endTime":1450.81,"body":"and it's um, so"},{"speaker":"John Weaver","startTime":1447.03,"endTime":1450.81,"body":"first off, I'm looking at a"},{"speaker":"John Weaver","startTime":1450.81,"endTime":1453.63,"body":"chart right now, just to kind of"},{"speaker":"John Weaver","startTime":1450.81,"endTime":1453.63,"body":"give you a little more credit,"},{"speaker":"John Weaver","startTime":1453.63,"endTime":1457.83,"body":"though. But so New York is not a"},{"speaker":"John Weaver","startTime":1453.63,"endTime":1457.83,"body":"top five in terms of generation."},{"speaker":"John Weaver","startTime":1458.13,"endTime":1461.01,"body":"They only get six and a quarter"},{"speaker":"John Weaver","startTime":1458.13,"endTime":1461.01,"body":"percent of their electricity"},{"speaker":"John Weaver","startTime":1461.01,"endTime":1464.93,"body":"from solar as of the last month"},{"speaker":"John Weaver","startTime":1461.01,"endTime":1464.93,"body":"that took puts him around 15 to"},{"speaker":"John Weaver","startTime":1464.93,"endTime":1469.8500000000001,"body":"20. Illinois is only a few"},{"speaker":"John Weaver","startTime":1464.93,"endTime":1469.8500000000001,"body":"states behind him at 3% but New"},{"speaker":"John Weaver","startTime":1469.8500000000001,"endTime":1474.53,"body":"York is trying very hard. They"},{"speaker":"John Weaver","startTime":1469.8500000000001,"endTime":1474.53,"body":"are pushing energy storage. They"},{"speaker":"John Weaver","startTime":1474.53,"endTime":1478.55,"body":"are pushing, they are maybe the"},{"speaker":"John Weaver","startTime":1474.53,"endTime":1478.55,"body":"nation's leader community solar"},{"speaker":"John Weaver","startTime":1478.55,"endTime":1485.29,"body":"market. And they are, you know,"},{"speaker":"John Weaver","startTime":1478.55,"endTime":1485.29,"body":"working really hard. In fact,"},{"speaker":"John Weaver","startTime":1485.29,"endTime":1489.3700000000001,"body":"their utility scale is equal to"},{"speaker":"John Weaver","startTime":1485.29,"endTime":1489.3700000000001,"body":"their distributed solar"},{"speaker":"John Weaver","startTime":1489.3700000000001,"endTime":1492.49,"body":"generation. So they are doing"},{"speaker":"John Weaver","startTime":1489.3700000000001,"endTime":1492.49,"body":"well. They do have some"},{"speaker":"John Weaver","startTime":1492.49,"endTime":1496.75,"body":"challenges in that they have"},{"speaker":"John Weaver","startTime":1492.49,"endTime":1496.75,"body":"probably five gigawatts of"},{"speaker":"John Weaver","startTime":1496.75,"endTime":1502.09,"body":"capacity they've awarded"},{"speaker":"John Weaver","startTime":1496.75,"endTime":1502.09,"body":"starting in 2017 18 in what they"},{"speaker":"John Weaver","startTime":1502.09,"endTime":1508.89,"body":"call their large array program"},{"speaker":"John Weaver","startTime":1502.09,"endTime":1508.89,"body":"that have ever so slowly rolled"},{"speaker":"John Weaver","startTime":1508.89,"endTime":1512.8500000000001,"body":"out. It's it's just hard for"},{"speaker":"John Weaver","startTime":1508.89,"endTime":1512.8500000000001,"body":"these projects, and then the"},{"speaker":"John Weaver","startTime":1512.8500000000001,"endTime":1515.49,"body":"covid inflation hit, and our"},{"speaker":"John Weaver","startTime":1512.8500000000001,"endTime":1515.49,"body":"current inflation that's hitting"},{"speaker":"John Weaver","startTime":1516.33,"endTime":1520.89,"body":"those two things have also"},{"speaker":"John Weaver","startTime":1516.33,"endTime":1520.89,"body":"slowed these projects. So they"},{"speaker":"John Weaver","startTime":1520.89,"endTime":1523.73,"body":"have great they're pushing hard."},{"speaker":"John Weaver","startTime":1520.89,"endTime":1523.73,"body":"They're pushing batteries. In"},{"speaker":"John Weaver","startTime":1523.73,"endTime":1528.83,"body":"fact, they just saw a their bulk"},{"speaker":"John Weaver","startTime":1523.73,"endTime":1528.83,"body":"storage battery program. It's"},{"speaker":"John Weaver","startTime":1528.83,"endTime":1531.89,"body":"going into the next round."},{"speaker":"John Weaver","startTime":1528.83,"endTime":1531.89,"body":"They're looking for RFPs. So"},{"speaker":"John Weaver","startTime":1531.89,"endTime":1536.93,"body":"this 35 gigs, 35 gigs of solar"},{"speaker":"John Weaver","startTime":1531.89,"endTime":1536.93,"body":"and nine gigawatts of batteries."},{"speaker":"John Weaver","startTime":1536.93,"endTime":1539.39,"body":"It's going to probably even be"},{"speaker":"John Weaver","startTime":1536.93,"endTime":1539.39,"body":"bigger, because it keeps"},{"speaker":"John Weaver","startTime":1539.39,"endTime":1542.69,"body":"growing. But the state's also"},{"speaker":"John Weaver","startTime":1539.39,"endTime":1542.69,"body":"now considering a little bit of"},{"speaker":"John Weaver","startTime":1542.69,"endTime":1547.03,"body":"nuclear to get to plug a system"},{"speaker":"John Weaver","startTime":1542.69,"endTime":1547.03,"body":"in a gigawatt of nukes, which"},{"speaker":"John Weaver","startTime":1547.03,"endTime":1550.69,"body":"would be great. It's very far"},{"speaker":"John Weaver","startTime":1547.03,"endTime":1550.69,"body":"north state. But in the northern"},{"speaker":"John Weaver","startTime":1550.69,"endTime":1553.03,"body":"half of the state, they have a"},{"speaker":"John Weaver","startTime":1550.69,"endTime":1553.03,"body":"lot of hydroelectricity."},{"speaker":"John Weaver","startTime":1553.03,"endTime":1555.6100000000001,"body":"However, most of that's"},{"speaker":"John Weaver","startTime":1553.03,"endTime":1555.6100000000001,"body":"Canadian. Bunch of it's from"},{"speaker":"John Weaver","startTime":1555.6100000000001,"endTime":1559.15,"body":"Niagara Falls, though. So"},{"speaker":"John Weaver","startTime":1555.6100000000001,"endTime":1559.15,"body":"there's, it's a complex state"},{"speaker":"John Weaver","startTime":1559.15,"endTime":1562.21,"body":"with a lot going on, and it's a"},{"speaker":"John Weaver","startTime":1559.15,"endTime":1562.21,"body":"big state, New York State."},{"speaker":"John Weaver","startTime":1562.21,"endTime":1567.81,"body":"There's 24 ish million people in"},{"speaker":"John Weaver","startTime":1562.21,"endTime":1567.81,"body":"the States, yep. So then they"},{"speaker":"John Weaver","startTime":1567.81,"endTime":1572.25,"body":"have this massive, wide open"},{"speaker":"John Weaver","startTime":1567.81,"endTime":1572.25,"body":"upstate area and this ultra"},{"speaker":"John Weaver","startTime":1572.25,"endTime":1576.81,"body":"dense city area. So it's, it's a"},{"speaker":"John Weaver","startTime":1572.25,"endTime":1576.81,"body":"state that has a lot of work to"},{"speaker":"John Weaver","startTime":1576.81,"endTime":1579.8700000000001,"body":"do. They have a lot of smart"},{"speaker":"John Weaver","startTime":1576.81,"endTime":1579.8700000000001,"body":"people working on it. NYSERDA is"},{"speaker":"John Weaver","startTime":1579.8700000000001,"endTime":1582.45,"body":"just full of professionals,"},{"speaker":"John Weaver","startTime":1579.8700000000001,"endTime":1582.45,"body":"people that call could be"},{"speaker":"John Weaver","startTime":1582.45,"endTime":1586.6100000000001,"body":"working on Wall Street if they"},{"speaker":"John Weaver","startTime":1582.45,"endTime":1586.6100000000001,"body":"wanted to. And they just, they"},{"speaker":"John Weaver","startTime":1586.6100000000001,"endTime":1591.59,"body":"know so much good stuff. So I'm"},{"speaker":"John Weaver","startTime":1586.6100000000001,"endTime":1591.59,"body":"I of course, love being nearby"},{"speaker":"John Weaver","startTime":1591.59,"endTime":1593.75,"body":"New York State. Every once in a"},{"speaker":"John Weaver","startTime":1591.59,"endTime":1593.75,"body":"while we get to work in the"},{"speaker":"John Weaver","startTime":1593.75,"endTime":1596.51,"body":"state. I was working on a"},{"speaker":"John Weaver","startTime":1593.75,"endTime":1596.51,"body":"proposal for somebody within the"},{"speaker":"John Weaver","startTime":1596.51,"endTime":1602.39,"body":"state today, and we hope that"},{"speaker":"John Weaver","startTime":1596.51,"endTime":1602.39,"body":"the under 750 kW incentives."},{"speaker":"John Weaver","startTime":1602.47,"endTime":1605.1100000000001,"body":"Stays in place for this"},{"speaker":"John Weaver","startTime":1602.47,"endTime":1605.1100000000001,"body":"customer, so we could keep their"},{"speaker":"John Weaver","startTime":1605.1100000000001,"endTime":1609.49,"body":"ROI decent. But yes, they're"},{"speaker":"John Weaver","startTime":1605.1100000000001,"endTime":1609.49,"body":"working hard. They got a lot of"},{"speaker":"John Weaver","startTime":1609.49,"endTime":1613.8700000000001,"body":"challenges. It's a big state, a"},{"speaker":"John Weaver","startTime":1609.49,"endTime":1613.8700000000001,"body":"lot of challenging upstate"},{"speaker":"John Weaver","startTime":1614.3500000000001,"endTime":1619.99,"body":"permitting and zoning. Battery"},{"speaker":"John Weaver","startTime":1614.3500000000001,"endTime":1619.99,"body":"fires have caused some tension"},{"speaker":"John Weaver","startTime":1620.17,"endTime":1623.19,"body":"with the people, and there are"},{"speaker":"John Weaver","startTime":1620.17,"endTime":1623.19,"body":"regions that are now banning"},{"speaker":"John Weaver","startTime":1623.19,"endTime":1626.49,"body":"batteries. So, you know, I was"},{"speaker":"John Weaver","startTime":1623.19,"endTime":1626.49,"body":"just talking about batteries,"},{"speaker":"John Weaver","startTime":1626.49,"endTime":1629.6100000000001,"body":"but just like solar gets pushed"},{"speaker":"John Weaver","startTime":1626.49,"endTime":1629.6100000000001,"body":"back, there's also battery"},{"speaker":"John Weaver","startTime":1629.6100000000001,"endTime":1635.07,"body":"pushback in a lot of areas. So"},{"speaker":"John Weaver","startTime":1629.6100000000001,"endTime":1635.07,"body":"it's working. I New York's"},{"speaker":"John Weaver","startTime":1635.07,"endTime":1637.77,"body":"leading and pushing. They need"},{"speaker":"John Weaver","startTime":1635.07,"endTime":1637.77,"body":"to deploy a little faster,"},{"speaker":"John Weaver","startTime":1637.77,"endTime":1640.1100000000001,"body":"though they got to deploy a"},{"speaker":"John Weaver","startTime":1637.77,"endTime":1640.1100000000001,"body":"little bit faster, at least on"},{"speaker":"John Weaver","startTime":1640.1100000000001,"endTime":1643.67,"body":"the solar side. Wind is hard to"},{"speaker":"John Weaver","startTime":1640.1100000000001,"endTime":1643.67,"body":"man. Wind is hard for those"},{"speaker":"John Weaver","startTime":1643.67,"endTime":1645.65,"body":"folks. They're they're fighting"},{"speaker":"John Weaver","startTime":1643.67,"endTime":1645.65,"body":"every project."},{"speaker":"Tim Montague","startTime":1646.49,"endTime":1649.91,"body":"My definition of a"},{"speaker":"Tim Montague","startTime":1646.49,"endTime":1649.91,"body":"good solar state is a state that"},{"speaker":"Tim Montague","startTime":1649.91,"endTime":1654.1100000000001,"body":"has a good DG market, meaning"},{"speaker":"Tim Montague","startTime":1649.91,"endTime":1654.1100000000001,"body":"rooftop solar, and that includes"},{"speaker":"Tim Montague","startTime":1654.17,"endTime":1659.33,"body":"community solar, and then"},{"speaker":"Tim Montague","startTime":1654.17,"endTime":1659.33,"body":"commercial and residential, and"},{"speaker":"Tim Montague","startTime":1659.33,"endTime":1663.3700000000001,"body":"then also utility. And that"},{"speaker":"Tim Montague","startTime":1659.33,"endTime":1663.3700000000001,"body":"includes New York,"},{"speaker":"Tim Montague","startTime":1663.79,"endTime":1668.47,"body":"Massachusetts, Illinois, New"},{"speaker":"Tim Montague","startTime":1663.79,"endTime":1668.47,"body":"Jersey, and then the the big"},{"speaker":"Tim Montague","startTime":1668.47,"endTime":1673.8700000000001,"body":"dogs, okay? Texas, Florida,"},{"speaker":"Tim Montague","startTime":1668.47,"endTime":1673.8700000000001,"body":"California. You know, Florida"},{"speaker":"Tim Montague","startTime":1673.8700000000001,"endTime":1678.8500000000001,"body":"and Texas are mostly utility"},{"speaker":"Tim Montague","startTime":1673.8700000000001,"endTime":1678.8500000000001,"body":"scale. They're on the map for"},{"speaker":"Tim Montague","startTime":1678.8500000000001,"endTime":1682.71,"body":"utility scale. There is a lot of"},{"speaker":"Tim Montague","startTime":1678.8500000000001,"endTime":1682.71,"body":"DG happening. They're both big"},{"speaker":"Tim Montague","startTime":1682.71,"endTime":1687.09,"body":"states with big populations. So"},{"speaker":"Tim Montague","startTime":1682.71,"endTime":1687.09,"body":"there is a market for solar"},{"speaker":"Tim Montague","startTime":1687.09,"endTime":1690.93,"body":"installers in those states"},{"speaker":"Tim Montague","startTime":1687.09,"endTime":1690.93,"body":"relative to their population."},{"speaker":"Tim Montague","startTime":1690.93,"endTime":1694.41,"body":"It's just relatively small"},{"speaker":"Tim Montague","startTime":1690.93,"endTime":1694.41,"body":"peanuts compared to a New York"},{"speaker":"Tim Montague","startTime":1694.41,"endTime":1702.21,"body":"or Illinois on the DG side, but"},{"speaker":"Tim Montague","startTime":1694.41,"endTime":1702.21,"body":"definitely robust markets. So"},{"speaker":"Tim Montague","startTime":1702.69,"endTime":1708.1100000000001,"body":"I'm just a fan of setting"},{"speaker":"Tim Montague","startTime":1702.69,"endTime":1708.1100000000001,"body":"ambitious goals, and I wish more"},{"speaker":"Tim Montague","startTime":1708.1100000000001,"endTime":1712.49,"body":"states would do this. That's"},{"speaker":"Tim Montague","startTime":1708.1100000000001,"endTime":1712.49,"body":"another signal from the BBB"},{"speaker":"Tim Montague","startTime":1712.49,"endTime":1717.65,"body":"John, is that the state leavers"},{"speaker":"Tim Montague","startTime":1712.49,"endTime":1717.65,"body":"are more important now than"},{"speaker":"Tim Montague","startTime":1717.65,"endTime":1723.73,"body":"ever. Right? Yes, this is a way"},{"speaker":"Tim Montague","startTime":1717.65,"endTime":1723.73,"body":"for states to incentivize solar"},{"speaker":"Tim Montague","startTime":1723.97,"endTime":1727.03,"body":"when the federal government"},{"speaker":"Tim Montague","startTime":1723.97,"endTime":1727.03,"body":"isn't incentivizing us anymore,"},{"speaker":"Tim Montague","startTime":1727.03,"endTime":1730.03,"body":"or, you know, that's coming down"},{"speaker":"Tim Montague","startTime":1727.03,"endTime":1730.03,"body":"the pike. Incentives are going"},{"speaker":"Tim Montague","startTime":1730.03,"endTime":1735.19,"body":"away. We all want incentive free"},{"speaker":"Tim Montague","startTime":1730.03,"endTime":1735.19,"body":"solar, fundamentally, but we"},{"speaker":"Tim Montague","startTime":1735.25,"endTime":1740.89,"body":"also want a level playing field"},{"speaker":"Tim Montague","startTime":1735.25,"endTime":1740.89,"body":"for energy writ large. And so"},{"speaker":"Tim Montague","startTime":1741.49,"endTime":1745.23,"body":"that's, you know, we know we"},{"speaker":"Tim Montague","startTime":1741.49,"endTime":1745.23,"body":"don't have that. No, we don't,"},{"speaker":"Tim Montague","startTime":1746.07,"endTime":1752.67,"body":"not even close. So, all right,"},{"speaker":"Tim Montague","startTime":1746.07,"endTime":1752.67,"body":"what's our next story?"},{"speaker":"John Weaver","startTime":1754.05,"endTime":1757.53,"body":"Tim? Tim, you got"},{"speaker":"John Weaver","startTime":1754.05,"endTime":1757.53,"body":"to keep your career focused. But"},{"speaker":"John Weaver","startTime":1757.53,"endTime":1760.83,"body":"if you are having challenges"},{"speaker":"John Weaver","startTime":1757.53,"endTime":1760.83,"body":"with sales, I have some"},{"speaker":"John Weaver","startTime":1760.83,"endTime":1766.67,"body":"suggestions on how maybe we"},{"speaker":"John Weaver","startTime":1760.83,"endTime":1766.67,"body":"could, you know, compliment your"},{"speaker":"John Weaver","startTime":1766.67,"endTime":1770.51,"body":"income. Tim and so with that,"},{"speaker":"John Weaver","startTime":1766.67,"endTime":1770.51,"body":"would like to introduce to you"},{"speaker":"John Weaver","startTime":1771.65,"endTime":1775.8500000000001,"body":"an article on distributing"},{"speaker":"John Weaver","startTime":1771.65,"endTime":1775.8500000000001,"body":"methamphetamines."},{"speaker":"Tim Montague","startTime":1777.47,"endTime":1781.55,"body":"US customs agency"},{"speaker":"Tim Montague","startTime":1777.47,"endTime":1781.55,"body":"seizes 146 kilograms of math"},{"speaker":"Tim Montague","startTime":1781.55,"endTime":1785.83,"body":"hidden in solar panels. Story in"},{"speaker":"Tim Montague","startTime":1781.55,"endTime":1785.83,"body":"PB magazine by Emiliano Bellini."},{"speaker":"Tim Montague","startTime":1785.83,"endTime":1786.73,"body":"What's the story?"},{"speaker":"John Weaver","startTime":1788.59,"endTime":1791.65,"body":"First off, look at"},{"speaker":"John Weaver","startTime":1788.59,"endTime":1791.65,"body":"that panel. Can you zoom in on"},{"speaker":"John Weaver","startTime":1791.65,"endTime":1796.51,"body":"that real quick? I mean, look at"},{"speaker":"John Weaver","startTime":1791.65,"endTime":1796.51,"body":"the thickness of that panel. And"},{"speaker":"John Weaver","startTime":1797.05,"endTime":1799.51,"body":"there was some other things. I"},{"speaker":"John Weaver","startTime":1797.05,"endTime":1799.51,"body":"don't know if it's"},{"speaker":"Tim Montague","startTime":1799.81,"endTime":1803.43,"body":"gonna let you zoom"},{"speaker":"Tim Montague","startTime":1799.81,"endTime":1803.43,"body":"but zoom in. All right, okay,"},{"speaker":"John Weaver","startTime":1803.6100000000001,"endTime":1805.71,"body":"so I went to the"},{"speaker":"John Weaver","startTime":1803.6100000000001,"endTime":1805.71,"body":"original Facebook posting, and"},{"speaker":"John Weaver","startTime":1805.71,"endTime":1808.23,"body":"there were just some pieces of"},{"speaker":"John Weaver","startTime":1805.71,"endTime":1808.23,"body":"data that were just off the"},{"speaker":"John Weaver","startTime":1808.23,"endTime":1812.55,"body":"wall. First off, these solar"},{"speaker":"John Weaver","startTime":1808.23,"endTime":1812.55,"body":"panels were being air shipped"},{"speaker":"John Weaver","startTime":1813.03,"endTime":1820.77,"body":"from LA to New Zealand. Who's"},{"speaker":"John Weaver","startTime":1813.03,"endTime":1820.77,"body":"gonna send us manufactured solar"},{"speaker":"John Weaver","startTime":1820.77,"endTime":1825.59,"body":"panels via an airplane to New"},{"speaker":"John Weaver","startTime":1820.77,"endTime":1825.59,"body":"Zealand. That's one of the"},{"speaker":"John Weaver","startTime":1825.59,"endTime":1830.33,"body":"longest flights you can take on"},{"speaker":"John Weaver","startTime":1825.59,"endTime":1830.33,"body":"Earth. And and then the weight"},{"speaker":"John Weaver","startTime":1830.33,"endTime":1833.45,"body":"of each panel, I think, I can't"},{"speaker":"John Weaver","startTime":1830.33,"endTime":1833.45,"body":"remember right now, but each"},{"speaker":"John Weaver","startTime":1833.45,"endTime":1838.79,"body":"panel was, like, 130 pounds. And"},{"speaker":"John Weaver","startTime":1833.45,"endTime":1838.79,"body":"so, I mean, these customs"},{"speaker":"John Weaver","startTime":1838.79,"endTime":1842.65,"body":"people, they look at projects"},{"speaker":"John Weaver","startTime":1838.79,"endTime":1842.65,"body":"products all day long. And so"},{"speaker":"John Weaver","startTime":1842.65,"endTime":1845.77,"body":"I'm sure that they were like,"},{"speaker":"John Weaver","startTime":1842.65,"endTime":1845.77,"body":"wow, those are, that's some"},{"speaker":"John Weaver","startTime":1845.77,"endTime":1847.99,"body":"expensive shipping on those"},{"speaker":"John Weaver","startTime":1845.77,"endTime":1847.99,"body":"solar panels. I mean, who's"},{"speaker":"John Weaver","startTime":1847.99,"endTime":1851.47,"body":"sending US manufacturing modules"},{"speaker":"John Weaver","startTime":1847.99,"endTime":1851.47,"body":"to New Zealand when they can"},{"speaker":"John Weaver","startTime":1851.47,"endTime":1855.07,"body":"literally have them boated"},{"speaker":"John Weaver","startTime":1851.47,"endTime":1855.07,"body":"direct from China for probably"},{"speaker":"John Weaver","startTime":1855.13,"endTime":1858.97,"body":"15 cents a watt? I wonder what"},{"speaker":"John Weaver","startTime":1855.13,"endTime":1858.97,"body":"the price was listed here. Like,"},{"speaker":"John Weaver","startTime":1859.21,"endTime":1862.63,"body":"the meth is like a million"},{"speaker":"John Weaver","startTime":1859.21,"endTime":1862.63,"body":"bucks. That's like a 500 watt"},{"speaker":"John Weaver","startTime":1862.63,"endTime":1866.8500000000001,"body":"panel. So these are, like, I"},{"speaker":"John Weaver","startTime":1862.63,"endTime":1866.8500000000001,"body":"don't know, $10,000 per watt"},{"speaker":"John Weaver","startTime":1866.8500000000001,"endTime":1869.3700000000001,"body":"panels, roughly."},{"speaker":"Tim Montague","startTime":1871.05,"endTime":1874.29,"body":"You know, I did"},{"speaker":"Tim Montague","startTime":1871.05,"endTime":1874.29,"body":"see a documentary about drug"},{"speaker":"Tim Montague","startTime":1874.29,"endTime":1878.91,"body":"cartels recently, and"},{"speaker":"Tim Montague","startTime":1874.29,"endTime":1878.91,"body":"apparently, a large amount of"},{"speaker":"Tim Montague","startTime":1879.45,"endTime":1883.43,"body":"illegal drugs are being shipped"},{"speaker":"Tim Montague","startTime":1879.45,"endTime":1883.43,"body":"on commercial airlines in the"},{"speaker":"Tim Montague","startTime":1883.43,"endTime":1888.53,"body":"luggage, in the standard luggage"},{"speaker":"Tim Montague","startTime":1883.43,"endTime":1888.53,"body":"of the passengers, unbeknownst"},{"speaker":"Tim Montague","startTime":1888.59,"endTime":1894.65,"body":"to the average Joe consumer. So"},{"speaker":"Tim Montague","startTime":1888.59,"endTime":1894.65,"body":"now this is a little"},{"speaker":"Tim Montague","startTime":1894.65,"endTime":1897.89,"body":"extraordinary that they used"},{"speaker":"Tim Montague","startTime":1894.65,"endTime":1897.89,"body":"solar panels and they were air"},{"speaker":"Tim Montague","startTime":1897.89,"endTime":1900.23,"body":"shipping solar panels, which"},{"speaker":"Tim Montague","startTime":1897.89,"endTime":1900.23,"body":"doesn't make a whole lot of"},{"speaker":"Tim Montague","startTime":1900.23,"endTime":1905.47,"body":"sense Most solar panels would"},{"speaker":"Tim Montague","startTime":1900.23,"endTime":1905.47,"body":"ship. On a container ship. And"},{"speaker":"Tim Montague","startTime":1905.47,"endTime":1909.73,"body":"New Zealand can buy cheap panels"},{"speaker":"Tim Montague","startTime":1905.47,"endTime":1909.73,"body":"from Southeast Asia, which is in"},{"speaker":"Tim Montague","startTime":1909.73,"endTime":1915.6100000000001,"body":"their backyard. But, yeah, so"},{"speaker":"Tim Montague","startTime":1909.73,"endTime":1915.6100000000001,"body":"this, you know, it is an"},{"speaker":"Tim Montague","startTime":1915.6100000000001,"endTime":1919.57,"body":"interesting story. They are"},{"speaker":"Tim Montague","startTime":1915.6100000000001,"endTime":1919.57,"body":"they? Are they real solar"},{"speaker":"Tim Montague","startTime":1919.57,"endTime":1922.15,"body":"panels? Do you think or they're"},{"speaker":"Tim Montague","startTime":1919.57,"endTime":1922.15,"body":"just fake solar panels? The"},{"speaker":"John Weaver","startTime":1922.69,"endTime":1924.99,"body":"images I looked at,"},{"speaker":"John Weaver","startTime":1922.69,"endTime":1924.99,"body":"they look weird. Like, click on"},{"speaker":"John Weaver","startTime":1924.99,"endTime":1928.05,"body":"that. See if you can click on"},{"speaker":"John Weaver","startTime":1924.99,"endTime":1928.05,"body":"the image on the left, they"},{"speaker":"John Weaver","startTime":1928.05,"endTime":1931.77,"body":"were, like, really thick, yeah,"},{"speaker":"John Weaver","startTime":1928.05,"endTime":1931.77,"body":"look at that. That's like a four"},{"speaker":"John Weaver","startTime":1931.77,"endTime":1935.3700000000001,"body":"inch thick solar panel, right? I"},{"speaker":"John Weaver","startTime":1931.77,"endTime":1935.3700000000001,"body":"don't, I don't know if they were"},{"speaker":"John Weaver","startTime":1935.3700000000001,"endTime":1938.19,"body":"actual, real units, and it looks"},{"speaker":"John Weaver","startTime":1935.3700000000001,"endTime":1938.19,"body":"like they were individually"},{"speaker":"John Weaver","startTime":1938.19,"endTime":1942.89,"body":"boxed the individual modules,"},{"speaker":"John Weaver","startTime":1938.19,"endTime":1942.89,"body":"yeah? So, like, all kinds of"},{"speaker":"John Weaver","startTime":1942.89,"endTime":1946.25,"body":"weirdo stuff going on here. But"},{"speaker":"John Weaver","startTime":1942.89,"endTime":1946.25,"body":"I guess you know that's meth"},{"speaker":"John Weaver","startTime":1946.25,"endTime":1948.1100000000001,"body":"dealers selling solar panels."},{"speaker":"Tim Montague","startTime":1948.23,"endTime":1951.1100000000001,"body":"But to your point,"},{"speaker":"Tim Montague","startTime":1948.23,"endTime":1951.1100000000001,"body":"if, if you're casting about for"},{"speaker":"Tim Montague","startTime":1951.1100000000001,"endTime":1951.83,"body":"a new career,"},{"speaker":"John Weaver","startTime":1955.73,"endTime":1958.49,"body":"don't, don't do"},{"speaker":"John Weaver","startTime":1955.73,"endTime":1958.49,"body":"this one. We like you, solar"},{"speaker":"John Weaver","startTime":1958.49,"endTime":1961.97,"body":"people. We need you. We need"},{"speaker":"John Weaver","startTime":1958.49,"endTime":1961.97,"body":"you. Keep stay with us, please."},{"speaker":"Tim Montague","startTime":1962.09,"endTime":1964.93,"body":"And you want to go"},{"speaker":"Tim Montague","startTime":1962.09,"endTime":1964.93,"body":"to jail? Then, yes, you could"},{"speaker":"Tim Montague","startTime":1964.93,"endTime":1968.29,"body":"become a drug smuggler, but it"},{"speaker":"Tim Montague","startTime":1964.93,"endTime":1968.29,"body":"would probably be a good way to"},{"speaker":"Tim Montague","startTime":1968.29,"endTime":1973.03,"body":"go to jail. Yes, you might get"},{"speaker":"Tim Montague","startTime":1968.29,"endTime":1973.03,"body":"rich, but you might also end up"},{"speaker":"Tim Montague","startTime":1973.03,"endTime":1980.59,"body":"in jail. All right, so"},{"speaker":"Tim Montague","startTime":1973.03,"endTime":1980.59,"body":"electricity rate hikes, yes,"},{"speaker":"John Weaver","startTime":1982.03,"endTime":1984.27,"body":"wanted to brought"},{"speaker":"John Weaver","startTime":1982.03,"endTime":1984.27,"body":"it up to a degree last week."},{"speaker":"John Weaver","startTime":1984.45,"endTime":1986.8500000000001,"body":"You're going to keep hearing me"},{"speaker":"John Weaver","startTime":1984.45,"endTime":1986.8500000000001,"body":"bring it up slowly. Tim, it's"},{"speaker":"John Weaver","startTime":1986.8500000000001,"endTime":1989.8500000000001,"body":"going to be a new topic, and"},{"speaker":"John Weaver","startTime":1986.8500000000001,"endTime":1989.8500000000001,"body":"it's going to be when we see"},{"speaker":"John Weaver","startTime":1989.8500000000001,"endTime":1992.79,"body":"dumb hikes like this is your"},{"speaker":"John Weaver","startTime":1989.8500000000001,"endTime":1992.79,"body":"neighbor. Man, these are people"},{"speaker":"John Weaver","startTime":1992.79,"endTime":1996.09,"body":"you might even know who are"},{"speaker":"John Weaver","startTime":1992.79,"endTime":1996.09,"body":"getting this hike. I believe"},{"speaker":"John Weaver","startTime":1996.09,"endTime":2001.07,"body":"that's Ameren. Is that Ameren in"},{"speaker":"John Weaver","startTime":1996.09,"endTime":2001.07,"body":"Missouri? Yes. Man, those rates,"},{"speaker":"John Weaver","startTime":2001.13,"endTime":2005.59,"body":"that's like 30% so everybody"},{"speaker":"John Weaver","startTime":2001.13,"endTime":2005.59,"body":"Amerindian Missouri has"},{"speaker":"John Weaver","startTime":2005.59,"endTime":2010.63,"body":"submitted a rate request, and"},{"speaker":"John Weaver","startTime":2005.59,"endTime":2010.63,"body":"the lowest increase in the price"},{"speaker":"John Weaver","startTime":2010.63,"endTime":2015.6100000000001,"body":"of energy was 30% if you can"},{"speaker":"John Weaver","startTime":2010.63,"endTime":2015.6100000000001,"body":"click on that image, it might"},{"speaker":"John Weaver","startTime":2015.6100000000001,"endTime":2021.07,"body":"let you zoom in on it, and 30%"},{"speaker":"John Weaver","startTime":2015.6100000000001,"endTime":2021.07,"body":"maybe won't let you zoom maybe"},{"speaker":"John Weaver","startTime":2021.07,"endTime":2024.75,"body":"you have to squeeze your browser"},{"speaker":"John Weaver","startTime":2021.07,"endTime":2024.75,"body":"window in from the width. Make"},{"speaker":"John Weaver","startTime":2024.75,"endTime":2031.23,"body":"it not as wide you think. There"},{"speaker":"John Weaver","startTime":2024.75,"endTime":2031.23,"body":"you go. That helps. Well, it"},{"speaker":"John Weaver","startTime":2031.23,"endTime":2034.41,"body":"looks a little bigger, and then"},{"speaker":"John Weaver","startTime":2031.23,"endTime":2034.41,"body":"give it a moment to sharpen. All"},{"speaker":"John Weaver","startTime":2034.41,"endTime":2038.97,"body":"right. So if we look at the"},{"speaker":"John Weaver","startTime":2034.41,"endTime":2038.97,"body":"difference here, we see 39% 32%"},{"speaker":"John Weaver","startTime":2039.69,"endTime":2046.25,"body":"31% 29% this is a massive"},{"speaker":"John Weaver","startTime":2039.69,"endTime":2046.25,"body":"increase in an electricity bill"},{"speaker":"John Weaver","startTime":2046.55,"endTime":2049.13,"body":"for people. You know what's"},{"speaker":"John Weaver","startTime":2046.55,"endTime":2049.13,"body":"going to be the biggest"},{"speaker":"John Weaver","startTime":2049.13,"endTime":2052.0699999999997,"body":"motivator over the next 10"},{"speaker":"John Weaver","startTime":2049.13,"endTime":2052.0699999999997,"body":"years? Tim it's going to be the"},{"speaker":"John Weaver","startTime":2052.0699999999997,"endTime":2055.25,"body":"price of electricity getting"},{"speaker":"John Weaver","startTime":2052.0699999999997,"endTime":2055.25,"body":"jacked up. That's going to make"},{"speaker":"John Weaver","startTime":2055.25,"endTime":2060.47,"body":"our spreadsheets look just look"},{"speaker":"John Weaver","startTime":2055.25,"endTime":2060.47,"body":"so much better. And I feel sorry"},{"speaker":"John Weaver","startTime":2060.47,"endTime":2063.0699999999997,"body":"for all of us and how we're"},{"speaker":"John Weaver","startTime":2060.47,"endTime":2063.0699999999997,"body":"going to have to pay for these"},{"speaker":"John Weaver","startTime":2063.0699999999997,"endTime":2066.43,"body":"electricity costs going through"},{"speaker":"John Weaver","startTime":2063.0699999999997,"endTime":2066.43,"body":"the roof. But then the other"},{"speaker":"John Weaver","startTime":2066.43,"endTime":2069.5499999999997,"body":"side of me, the mean portion of"},{"speaker":"John Weaver","startTime":2066.43,"endTime":2069.5499999999997,"body":"me, Tim saying, You know what,"},{"speaker":"John Weaver","startTime":2069.5499999999997,"endTime":2072.0099999999998,"body":"people, it's about damn time"},{"speaker":"John Weaver","startTime":2069.5499999999997,"endTime":2072.0099999999998,"body":"you're gonna have to deal with"},{"speaker":"John Weaver","startTime":2072.0099999999998,"endTime":2076.81,"body":"the consequences of cheap"},{"speaker":"John Weaver","startTime":2072.0099999999998,"endTime":2076.81,"body":"fossils. And this is it. This is"},{"speaker":"John Weaver","startTime":2076.81,"endTime":2079.63,"body":"what's going to happen. You're"},{"speaker":"John Weaver","startTime":2076.81,"endTime":2079.63,"body":"going to start paying some cheap"},{"speaker":"John Weaver","startTime":2079.63,"endTime":2083.67,"body":"fossil electricity that's now"},{"speaker":"John Weaver","startTime":2079.63,"endTime":2083.67,"body":"not so cheap, and your price of"},{"speaker":"John Weaver","startTime":2083.67,"endTime":2087.69,"body":"get everything's going to go up."},{"speaker":"John Weaver","startTime":2083.67,"endTime":2087.69,"body":"And those solar plants which and"},{"speaker":"John Weaver","startTime":2087.69,"endTime":2092.25,"body":"those wind wind turbines which"},{"speaker":"John Weaver","startTime":2087.69,"endTime":2092.25,"body":"were getting incentives and had"},{"speaker":"John Weaver","startTime":2092.25,"endTime":2095.67,"body":"a nice low electricity price,"},{"speaker":"John Weaver","startTime":2092.25,"endTime":2095.67,"body":"that's going away now, ladies"},{"speaker":"John Weaver","startTime":2095.67,"endTime":2100.3500000000004,"body":"and gentlemen. So now your new"},{"speaker":"John Weaver","startTime":2095.67,"endTime":2100.3500000000004,"body":"price is going to be higher, and"},{"speaker":"John Weaver","startTime":2100.3500000000004,"endTime":2103.73,"body":"solar is still cheaper than new"},{"speaker":"John Weaver","startTime":2100.3500000000004,"endTime":2103.73,"body":"gas turbines, definitely cheaper"},{"speaker":"John Weaver","startTime":2103.73,"endTime":2107.9300000000003,"body":"than new nukes. So your cheapest"},{"speaker":"John Weaver","startTime":2103.73,"endTime":2107.9300000000003,"body":"energy is going to be now 30%"},{"speaker":"John Weaver","startTime":2108.3500000000004,"endTime":2113.27,"body":"cheap, more expensive, and it's"},{"speaker":"John Weaver","startTime":2108.3500000000004,"endTime":2113.27,"body":"almost representative. We got"},{"speaker":"John Weaver","startTime":2113.27,"endTime":2117.23,"body":"rid of a 30% tax credit, added"},{"speaker":"John Weaver","startTime":2113.27,"endTime":2117.23,"body":"30% to the price of your"},{"speaker":"John Weaver","startTime":2117.23,"endTime":2122.03,"body":"electricity Missouri and your"},{"speaker":"John Weaver","startTime":2117.23,"endTime":2122.03,"body":"Senator, Josh Hawley, he voted,"},{"speaker":"John Weaver","startTime":2122.09,"endTime":2126.13,"body":"he voted for you to jack up your"},{"speaker":"John Weaver","startTime":2122.09,"endTime":2126.13,"body":"electricity rates. So Missouri,"},{"speaker":"John Weaver","startTime":2126.61,"endTime":2129.9700000000003,"body":"give your buddy Josh a call, see"},{"speaker":"John Weaver","startTime":2126.61,"endTime":2129.9700000000003,"body":"if you can find him running away"},{"speaker":"John Weaver","startTime":2129.9700000000003,"endTime":2132.4300000000003,"body":"from the Capitol building."},{"speaker":"John Weaver","startTime":2129.9700000000003,"endTime":2132.4300000000003,"body":"That's, that's, he does that a"},{"speaker":"John Weaver","startTime":2132.4300000000003,"endTime":2136.03,"body":"lot. So that's, that's going to"},{"speaker":"John Weaver","startTime":2132.4300000000003,"endTime":2136.03,"body":"be a thing. Price of"},{"speaker":"John Weaver","startTime":2136.03,"endTime":2139.63,"body":"electricity. Every time I see a"},{"speaker":"John Weaver","startTime":2136.03,"endTime":2139.63,"body":"goofy request for a price"},{"speaker":"John Weaver","startTime":2139.63,"endTime":2143.31,"body":"increase, I'm bringing it here"},{"speaker":"John Weaver","startTime":2139.63,"endTime":2143.31,"body":"so I can remind our sales people"},{"speaker":"John Weaver","startTime":2144.15,"endTime":2146.8500000000004,"body":"understand what the price of"},{"speaker":"John Weaver","startTime":2144.15,"endTime":2146.8500000000004,"body":"electricity is and change those"},{"speaker":"John Weaver","startTime":2146.8500000000004,"endTime":2149.4900000000002,"body":"variables in your pricing model."},{"speaker":"John Weaver","startTime":2146.8500000000004,"endTime":2149.4900000000002,"body":"Now, because the world is"},{"speaker":"John Weaver","startTime":2149.4900000000002,"endTime":2152.9100000000003,"body":"different than the way it was"},{"speaker":"John Weaver","startTime":2149.4900000000002,"endTime":2152.9100000000003,"body":"the last 10 years, electricity"},{"speaker":"John Weaver","startTime":2152.9100000000003,"endTime":2156.4500000000003,"body":"increases were slow. Right up"},{"speaker":"John Weaver","startTime":2152.9100000000003,"endTime":2156.4500000000003,"body":"until covid hit. Covid hit, we"},{"speaker":"John Weaver","startTime":2156.4500000000003,"endTime":2159.8100000000004,"body":"got a big whack. But in the"},{"speaker":"John Weaver","startTime":2156.4500000000003,"endTime":2159.8100000000004,"body":"teens, electricity rates were"},{"speaker":"John Weaver","startTime":2159.8100000000004,"endTime":2163.7900000000004,"body":"going up very slowly due to all"},{"speaker":"John Weaver","startTime":2159.8100000000004,"endTime":2163.7900000000004,"body":"that new natural gas. Now the"},{"speaker":"John Weaver","startTime":2163.7900000000004,"endTime":2167.09,"body":"gas is starting to get tapped"},{"speaker":"John Weaver","startTime":2163.7900000000004,"endTime":2167.09,"body":"out a little bit. The new stuff,"},{"speaker":"John Weaver","startTime":2167.09,"endTime":2170.57,"body":"we're sending it"},{"speaker":"John Weaver","startTime":2167.09,"endTime":2170.57,"body":"internationally. Oil prices are"},{"speaker":"John Weaver","startTime":2170.57,"endTime":2174.53,"body":"weird. So there's no free grass"},{"speaker":"John Weaver","startTime":2170.57,"endTime":2174.53,"body":"gas. So there's some dynamics."},{"speaker":"John Weaver","startTime":2174.53,"endTime":2177.71,"body":"And then we have all this AI"},{"speaker":"John Weaver","startTime":2174.53,"endTime":2177.71,"body":"stuff. If AI is really going to"},{"speaker":"John Weaver","startTime":2177.71,"endTime":2182.4500000000003,"body":"expand the way it is, if we do"},{"speaker":"John Weaver","startTime":2177.71,"endTime":2182.4500000000003,"body":"it, and it don't matter, we're"},{"speaker":"John Weaver","startTime":2182.4500000000003,"endTime":2187.69,"body":"going to pay even higher rates,"},{"speaker":"John Weaver","startTime":2182.4500000000003,"endTime":2187.69,"body":"so so that. So I just, you know"},{"speaker":"John Weaver","startTime":2187.69,"endTime":2190.7500000000005,"body":"there's going to be pricing of"},{"speaker":"John Weaver","startTime":2187.69,"endTime":2190.7500000000005,"body":"electricity coming, and it"},{"speaker":"John Weaver","startTime":2190.7500000000005,"endTime":2195.4900000000002,"body":"seems, and that's going to be"},{"speaker":"John Weaver","startTime":2190.7500000000005,"endTime":2195.4900000000002,"body":"bad for us individually, but as"},{"speaker":"John Weaver","startTime":2195.4900000000002,"endTime":2200.11,"body":"an industry, it is our expertise"},{"speaker":"John Weaver","startTime":2195.4900000000002,"endTime":2200.11,"body":"to attack expensive electricity,"},{"speaker":"John Weaver","startTime":2200.11,"endTime":2202.3900000000003,"body":"so there's going to be more of"},{"speaker":"John Weaver","startTime":2200.11,"endTime":2202.3900000000003,"body":"it. Yeah."},{"speaker":"Tim Montague","startTime":2202.7700000000004,"endTime":2205.2300000000005,"body":"Yeah, the higher"},{"speaker":"Tim Montague","startTime":2202.7700000000004,"endTime":2205.2300000000005,"body":"the price of electricity, the"},{"speaker":"Tim Montague","startTime":2205.4700000000003,"endTime":2209.55,"body":"faster solar pencils, or solar"},{"speaker":"Tim Montague","startTime":2205.4700000000003,"endTime":2209.55,"body":"and batteries, or whatever"},{"speaker":"Tim Montague","startTime":2209.55,"endTime":2213.8700000000003,"body":"alternative technology should we"},{"speaker":"Tim Montague","startTime":2209.55,"endTime":2213.8700000000003,"body":"give? Should we cover the news"},{"speaker":"Tim Montague","startTime":2213.8700000000003,"endTime":2216.51,"body":"from Europe? You've got a story"},{"speaker":"Tim Montague","startTime":2213.8700000000003,"endTime":2216.51,"body":"from Germany and a story from"},{"speaker":"Tim Montague","startTime":2216.51,"endTime":2217.11,"body":"Norway?"},{"speaker":"John Weaver","startTime":2218.2500000000005,"endTime":2220.8300000000004,"body":"Yeah? Well, the I"},{"speaker":"John Weaver","startTime":2218.2500000000005,"endTime":2220.8300000000004,"body":"mean this, these are both really"},{"speaker":"John Weaver","startTime":2220.8300000000004,"endTime":2224.15,"body":"quick ones. So the story from"},{"speaker":"John Weaver","startTime":2220.8300000000004,"endTime":2224.15,"body":"Germany is kind of our second"},{"speaker":"John Weaver","startTime":2224.15,"endTime":2227.2700000000004,"body":"project of the week. I just saw"},{"speaker":"John Weaver","startTime":2224.15,"endTime":2227.2700000000004,"body":"it and thought it was the"},{"speaker":"John Weaver","startTime":2227.2700000000004,"endTime":2231.11,"body":"neatest thing, just this"},{"speaker":"John Weaver","startTime":2227.2700000000004,"endTime":2231.11,"body":"building. It looks like the NSA"},{"speaker":"John Weaver","startTime":2231.11,"endTime":2235.4300000000003,"body":"building, so you gotta Yeah, the"},{"speaker":"John Weaver","startTime":2231.11,"endTime":2235.4300000000003,"body":"whole facade and the roof is"},{"speaker":"John Weaver","startTime":2235.4300000000003,"endTime":2239.15,"body":"covered with solar panels the"},{"speaker":"John Weaver","startTime":2235.4300000000003,"endTime":2239.15,"body":"west side and the south side."},{"speaker":"John Weaver","startTime":2239.63,"endTime":2243.3100000000004,"body":"And I just think that's neat"},{"speaker":"John Weaver","startTime":2239.63,"endTime":2243.3100000000004,"body":"look at that, and it fits a"},{"speaker":"John Weaver","startTime":2243.3100000000004,"endTime":2248.65,"body":"megawatt of solar on that and,"},{"speaker":"John Weaver","startTime":2243.3100000000004,"endTime":2248.65,"body":"and that's just cool. So that"},{"speaker":"John Weaver","startTime":2248.65,"endTime":2253.2700000000004,"body":"was it. I just wanted to show"},{"speaker":"John Weaver","startTime":2248.65,"endTime":2253.2700000000004,"body":"off a solar building. I mean, oh"},{"speaker":"John Weaver","startTime":2253.2700000000004,"endTime":2253.51,"body":"yeah,"},{"speaker":"Tim Montague","startTime":2253.51,"endTime":2255.9100000000003,"body":"a whole office"},{"speaker":"Tim Montague","startTime":2253.51,"endTime":2255.9100000000003,"body":"park. All these buildings you"},{"speaker":"Tim Montague","startTime":2255.9100000000003,"endTime":2261.9100000000003,"body":"see here have rooftop solar and"},{"speaker":"Tim Montague","startTime":2255.9100000000003,"endTime":2261.9100000000003,"body":"facade solar, and it looks damn"},{"speaker":"Tim Montague","startTime":2261.9100000000003,"endTime":2266.3700000000003,"body":"good, I have to say, I mean, I"},{"speaker":"Tim Montague","startTime":2261.9100000000003,"endTime":2266.3700000000003,"body":"don't know what the experience"},{"speaker":"Tim Montague","startTime":2266.3700000000003,"endTime":2269.9100000000003,"body":"is on the inside of this first"},{"speaker":"Tim Montague","startTime":2266.3700000000003,"endTime":2269.9100000000003,"body":"building. It might be a little"},{"speaker":"Tim Montague","startTime":2269.9100000000003,"endTime":2276.3900000000003,"body":"dark, but this is definitely the"},{"speaker":"Tim Montague","startTime":2269.9100000000003,"endTime":2276.3900000000003,"body":"future. I like to say, want to"},{"speaker":"Tim Montague","startTime":2276.3900000000003,"endTime":2281.61,"body":"see the future go to Northern"},{"speaker":"Tim Montague","startTime":2276.3900000000003,"endTime":2281.61,"body":"Europe and Jeopardy set the same"},{"speaker":"Tim Montague","startTime":2281.61,"endTime":2288.2900000000004,"body":"latitude as Canada. So, you"},{"speaker":"Tim Montague","startTime":2281.61,"endTime":2288.2900000000004,"body":"know, lower insulation, you know"},{"speaker":"Tim Montague","startTime":2288.2900000000004,"endTime":2295.61,"body":"where, you know we're talking 11"},{"speaker":"Tim Montague","startTime":2288.2900000000004,"endTime":2295.61,"body":"109 to 1100 kWh, kWp, but"},{"speaker":"Tim Montague","startTime":2295.9100000000003,"endTime":2299.15,"body":"they're making a pencil and,"},{"speaker":"John Weaver","startTime":2300.9500000000003,"endTime":2303.3100000000004,"body":"yeah, just neat,"},{"speaker":"John Weaver","startTime":2300.9500000000003,"endTime":2303.3100000000004,"body":"just neat seeing this like the"},{"speaker":"John Weaver","startTime":2303.3100000000004,"endTime":2308.9500000000003,"body":"whole facade is solar panels."},{"speaker":"John Weaver","startTime":2303.3100000000004,"endTime":2308.9500000000003,"body":"And, yeah, just cool. That's it."},{"speaker":"John Weaver","startTime":2309.01,"endTime":2313.03,"body":"And speaking of northern Europe"},{"speaker":"John Weaver","startTime":2309.01,"endTime":2313.03,"body":"and cool tech, yep, look at"},{"speaker":"John Weaver","startTime":2313.03,"endTime":2315.3100000000004,"body":"that. Look at that chart. Oh,"},{"speaker":"John Weaver","startTime":2313.03,"endTime":2315.3100000000004,"body":"man,"},{"speaker":"Tim Montague","startTime":2315.4900000000002,"endTime":2317.4100000000003,"body":"share of cars"},{"speaker":"Tim Montague","startTime":2315.4900000000002,"endTime":2317.4100000000003,"body":"currently in use that are"},{"speaker":"Tim Montague","startTime":2317.4100000000003,"endTime":2320.65,"body":"electric, okay? Norway."},{"speaker":"John Weaver","startTime":2322.4500000000003,"endTime":2325.8300000000004,"body":"Now this is, you"},{"speaker":"John Weaver","startTime":2322.4500000000003,"endTime":2325.8300000000004,"body":"know, on an annual basis, their"},{"speaker":"John Weaver","startTime":2325.8300000000004,"endTime":2332.13,"body":"sales of electric cars, yeah,"},{"speaker":"John Weaver","startTime":2325.8300000000004,"endTime":2332.13,"body":"are like 95% right? And so this"},{"speaker":"John Weaver","startTime":2332.13,"endTime":2332.3100000000004,"body":"now,"},{"speaker":"Tim Montague","startTime":2332.4900000000002,"endTime":2335.9100000000003,"body":"30% of their cars"},{"speaker":"Tim Montague","startTime":2332.4900000000002,"endTime":2335.9100000000003,"body":"on the road are a third of their"},{"speaker":"Tim Montague","startTime":2335.9100000000003,"endTime":2337.59,"body":"cars are electric."},{"speaker":"John Weaver","startTime":2338.4900000000002,"endTime":2341.9100000000003,"body":"They must have"},{"speaker":"John Weaver","startTime":2338.4900000000002,"endTime":2341.9100000000003,"body":"chargers everywhere, I mean, and"},{"speaker":"John Weaver","startTime":2341.9100000000003,"endTime":2346.2500000000005,"body":"all those cars are running on"},{"speaker":"John Weaver","startTime":2341.9100000000003,"endTime":2346.2500000000005,"body":"hydro, because Norway is like 90"},{"speaker":"John Weaver","startTime":2346.2500000000005,"endTime":2351.2900000000004,"body":"some percent hydroelectric. So"},{"speaker":"John Weaver","startTime":2346.2500000000005,"endTime":2351.2900000000004,"body":"the cleanest cars on Earth are"},{"speaker":"John Weaver","startTime":2351.2900000000004,"endTime":2354.05,"body":"in Norway, at least the electric"},{"speaker":"John Weaver","startTime":2351.2900000000004,"endTime":2354.05,"body":"ones. Pretty much"},{"speaker":"Unknown","startTime":2354.05,"endTime":2355.4900000000002,"body":"feels like it, yep. Oh,"},{"speaker":"John Weaver","startTime":2355.4900000000002,"endTime":2357.53,"body":"man. And so that."},{"speaker":"John Weaver","startTime":2355.4900000000002,"endTime":2357.53,"body":"Just thought this chart was"},{"speaker":"John Weaver","startTime":2357.53,"endTime":2360.3500000000004,"body":"cool. Now there's one thing I"},{"speaker":"John Weaver","startTime":2357.53,"endTime":2360.3500000000004,"body":"did notice, the rate of change"},{"speaker":"John Weaver","startTime":2360.3500000000004,"endTime":2363.01,"body":"is slowing. So if you move your"},{"speaker":"John Weaver","startTime":2360.3500000000004,"endTime":2363.01,"body":"mouse away, you can show us that"},{"speaker":"John Weaver","startTime":2363.01,"endTime":2366.19,"body":"curve. You can see that rate"},{"speaker":"John Weaver","startTime":2363.01,"endTime":2366.19,"body":"kind of peaked,"},{"speaker":"Tim Montague","startTime":2366.2500000000005,"endTime":2368.3500000000004,"body":"yeah. It's"},{"speaker":"Tim Montague","startTime":2366.2500000000005,"endTime":2368.3500000000004,"body":"starting to flatten off, right?"},{"speaker":"Tim Montague","startTime":2368.8300000000004,"endTime":2369.19,"body":"Yeah."},{"speaker":"John Weaver","startTime":2369.19,"endTime":2371.7700000000004,"body":"So I there's going"},{"speaker":"John Weaver","startTime":2369.19,"endTime":2371.7700000000004,"body":"to be a dynamic that they talked"},{"speaker":"John Weaver","startTime":2371.7700000000004,"endTime":2374.53,"body":"about, and we're, I guess we're"},{"speaker":"John Weaver","startTime":2371.7700000000004,"endTime":2374.53,"body":"starting to see it. There's a"},{"speaker":"John Weaver","startTime":2374.53,"endTime":2377.4100000000003,"body":"difference between and notice"},{"speaker":"John Weaver","startTime":2374.53,"endTime":2377.4100000000003,"body":"that China's rate is like"},{"speaker":"John Weaver","startTime":2377.4100000000003,"endTime":2378.19,"body":"ticking upward"},{"speaker":"Unknown","startTime":2378.19,"endTime":2379.3300000000004,"body":"a little bit. Yes, it"},{"speaker":"Unknown","startTime":2378.19,"endTime":2379.3300000000004,"body":"is."},{"speaker":"John Weaver","startTime":2380.53,"endTime":2383.7900000000004,"body":"So there's a so you"},{"speaker":"John Weaver","startTime":2380.53,"endTime":2383.7900000000004,"body":"have the flow, and you have the"},{"speaker":"John Weaver","startTime":2383.7900000000004,"endTime":2388.05,"body":"storage. So the flow is that we"},{"speaker":"John Weaver","startTime":2383.7900000000004,"endTime":2388.05,"body":"have 90 plus percent of new cars"},{"speaker":"John Weaver","startTime":2388.53,"endTime":2395.8500000000004,"body":"coming out that are electric,"},{"speaker":"John Weaver","startTime":2388.53,"endTime":2395.8500000000004,"body":"but you have the existing volume"},{"speaker":"John Weaver","startTime":2395.8500000000004,"endTime":2401.61,"body":"of cars which are which are big."},{"speaker":"John Weaver","startTime":2395.8500000000004,"endTime":2401.61,"body":"And so how is that rate going to"},{"speaker":"John Weaver","startTime":2401.61,"endTime":2405.17,"body":"change? How is that rate going"},{"speaker":"John Weaver","startTime":2401.61,"endTime":2405.17,"body":"to evolve? Is it going to stay"},{"speaker":"John Weaver","startTime":2405.17,"endTime":2409.67,"body":"flat for a while, till we get to"},{"speaker":"John Weaver","startTime":2405.17,"endTime":2409.67,"body":"50% because these cars, last,"},{"speaker":"John Weaver","startTime":2409.67,"endTime":2414.59,"body":"you know, a car bought a gas car"},{"speaker":"John Weaver","startTime":2409.67,"endTime":2414.59,"body":"bought year 2020, that should be"},{"speaker":"John Weaver","startTime":2414.59,"endTime":2420.3500000000004,"body":"on the road until maybe 2030"},{"speaker":"John Weaver","startTime":2414.59,"endTime":2420.3500000000004,"body":"maybe 2035 so it's going to take"},{"speaker":"John Weaver","startTime":2420.3500000000004,"endTime":2423.61,"body":"a while for that to move towards"},{"speaker":"John Weaver","startTime":2420.3500000000004,"endTime":2423.61,"body":"zero. But it is kind of cool. It"},{"speaker":"John Weaver","startTime":2423.61,"endTime":2425.4100000000003,"body":"is cool seeing it so big there."},{"speaker":"John Weaver","startTime":2423.61,"endTime":2425.4100000000003,"body":"Man,"},{"speaker":"Tim Montague","startTime":2426.55,"endTime":2428.53,"body":"yeah. I mean,"},{"speaker":"Tim Montague","startTime":2426.55,"endTime":2428.53,"body":"these pure electric vehicles,"},{"speaker":"Tim Montague","startTime":2428.53,"endTime":2432.61,"body":"they can go a million miles."},{"speaker":"Tim Montague","startTime":2428.53,"endTime":2432.61,"body":"They have so many fewer moving"},{"speaker":"Tim Montague","startTime":2432.61,"endTime":2438.3700000000003,"body":"parts, so the ice that that is"},{"speaker":"Tim Montague","startTime":2432.61,"endTime":2438.3700000000003,"body":"ultimately, what is the nail in"},{"speaker":"Tim Montague","startTime":2438.3700000000003,"endTime":2440.9500000000003,"body":"the coffin of the internal"},{"speaker":"Tim Montague","startTime":2438.3700000000003,"endTime":2440.9500000000003,"body":"combustion engine is it just"},{"speaker":"Tim Montague","startTime":2441.07,"endTime":2444.15,"body":"will not be able to compete. Now"},{"speaker":"Tim Montague","startTime":2441.07,"endTime":2444.15,"body":"we're still a few years away"},{"speaker":"Tim Montague","startTime":2444.15,"endTime":2448.4700000000003,"body":"from that, and our federal"},{"speaker":"Tim Montague","startTime":2444.15,"endTime":2448.4700000000003,"body":"government isn't helping at all."},{"speaker":"Tim Montague","startTime":2448.53,"endTime":2455.8500000000004,"body":"But, yeah, we're at a whopping"},{"speaker":"Tim Montague","startTime":2448.53,"endTime":2455.8500000000004,"body":"what, 2.7% here in the US now."},{"speaker":"Tim Montague","startTime":2456.4500000000003,"endTime":2460.7700000000004,"body":"Now in places like California,"},{"speaker":"Tim Montague","startTime":2456.4500000000003,"endTime":2460.7700000000004,"body":"20% of new cars are electric, so"},{"speaker":"Tim Montague","startTime":2460.7700000000004,"endTime":2465.3500000000004,"body":"California is doing a good job,"},{"speaker":"Tim Montague","startTime":2460.7700000000004,"endTime":2465.3500000000004,"body":"but they're by far a standout,"},{"speaker":"Tim Montague","startTime":2465.3500000000004,"endTime":2472.7900000000004,"body":"right? And I saw this morning"},{"speaker":"Tim Montague","startTime":2465.3500000000004,"endTime":2472.7900000000004,"body":"that rivian stock is in the"},{"speaker":"Tim Montague","startTime":2472.7900000000004,"endTime":2477.65,"body":"toilet. They they're an Illinois"},{"speaker":"Tim Montague","startTime":2472.7900000000004,"endTime":2477.65,"body":"company. They have a factory"},{"speaker":"Tim Montague","startTime":2477.71,"endTime":2480.7700000000004,"body":"just an hour away from where I"},{"speaker":"Tim Montague","startTime":2477.71,"endTime":2480.7700000000004,"body":"live. I'm a huge fan. I don't"},{"speaker":"Tim Montague","startTime":2480.7700000000004,"endTime":2484.03,"body":"own a rivian. It's a premium"},{"speaker":"Tim Montague","startTime":2480.7700000000004,"endTime":2484.03,"body":"car. You can't get a rivian for"},{"speaker":"Tim Montague","startTime":2484.03,"endTime":2489.4900000000002,"body":"less than $70,000 but tough"},{"speaker":"Tim Montague","startTime":2484.03,"endTime":2489.4900000000002,"body":"times for the EV industry in the"},{"speaker":"Tim Montague","startTime":2489.4900000000002,"endTime":2493.03,"body":"United States, including Tesla,"},{"speaker":"Tim Montague","startTime":2489.4900000000002,"endTime":2493.03,"body":"their sales have been down for"},{"speaker":"Tim Montague","startTime":2493.03,"endTime":2496.8700000000003,"body":"other reasons, I think, more"},{"speaker":"Tim Montague","startTime":2493.03,"endTime":2496.8700000000003,"body":"political reasons than anything."},{"speaker":"Tim Montague","startTime":2496.8700000000003,"endTime":2497.2300000000005,"body":"But"},{"speaker":"John Weaver","startTime":2501.19,"endTime":2503.4300000000003,"body":"so so it's"},{"speaker":"John Weaver","startTime":2501.19,"endTime":2503.4300000000003,"body":"interesting. Interesting seeing,"},{"speaker":"John Weaver","startTime":2503.55,"endTime":2508.17,"body":"uh, that cool building. Norway's"},{"speaker":"John Weaver","startTime":2503.55,"endTime":2508.17,"body":"doing its work. Last Story, Tim"},{"speaker":"John Weaver","startTime":2508.3500000000004,"endTime":2513.3300000000004,"body":"and we gotta run. Okay, we got"},{"speaker":"John Weaver","startTime":2508.3500000000004,"endTime":2513.3300000000004,"body":"one more. One more. Super fast."},{"speaker":"John Weaver","startTime":2513.3900000000003,"endTime":2516.51,"body":"Okay, so talk about California."},{"speaker":"John Weaver","startTime":2513.3900000000003,"endTime":2516.51,"body":"We talk about California a lot."},{"speaker":"Tim Montague","startTime":2517.2900000000004,"endTime":2519.4500000000003,"body":"So there's this"},{"speaker":"Tim Montague","startTime":2517.2900000000004,"endTime":2519.4500000000003,"body":"guy, John Weaver. He does good"},{"speaker":"Tim Montague","startTime":2519.51,"endTime":2523.9100000000003,"body":"he does good journalism in PV"},{"speaker":"Tim Montague","startTime":2519.51,"endTime":2523.9100000000003,"body":"magazine. California, solar"},{"speaker":"Tim Montague","startTime":2523.9100000000003,"endTime":2529.07,"body":"curtailment down 12% on back of"},{"speaker":"Tim Montague","startTime":2523.9100000000003,"endTime":2529.07,"body":"batteries. All right, yes, get"},{"speaker":"Tim Montague","startTime":2529.07,"endTime":2531.17,"body":"this going. What's the story"},{"speaker":"John Weaver","startTime":2532.19,"endTime":2535.8500000000004,"body":"at high noon during"},{"speaker":"John Weaver","startTime":2532.19,"endTime":2535.8500000000004,"body":"spring in the fall, California"},{"speaker":"John Weaver","startTime":2535.8500000000004,"endTime":2538.9100000000003,"body":"has massive amounts of"},{"speaker":"John Weaver","startTime":2535.8500000000004,"endTime":2538.9100000000003,"body":"electricity that it has to"},{"speaker":"John Weaver","startTime":2538.9100000000003,"endTime":2543.01,"body":"what's called curtail. And"},{"speaker":"John Weaver","startTime":2538.9100000000003,"endTime":2543.01,"body":"curtailment means it literally"},{"speaker":"John Weaver","startTime":2543.01,"endTime":2547.3900000000003,"body":"tells the power plants you need"},{"speaker":"John Weaver","startTime":2543.01,"endTime":2547.3900000000003,"body":"to stop producing electricity."},{"speaker":"John Weaver","startTime":2547.3900000000003,"endTime":2551.05,"body":"And there's a very cool little"},{"speaker":"John Weaver","startTime":2547.3900000000003,"endTime":2551.05,"body":"technical way it does it. But"},{"speaker":"John Weaver","startTime":2551.71,"endTime":2557.7700000000004,"body":"last year, 13% of all solar"},{"speaker":"John Weaver","startTime":2551.71,"endTime":2557.7700000000004,"body":"electricity through the end of"},{"speaker":"John Weaver","startTime":2557.7700000000004,"endTime":2564.03,"body":"May was curtailed. That means"},{"speaker":"John Weaver","startTime":2557.7700000000004,"endTime":2564.03,"body":"there's like, places that don't"},{"speaker":"John Weaver","startTime":2564.03,"endTime":2567.3900000000003,"body":"even get there. I like the"},{"speaker":"John Weaver","startTime":2564.03,"endTime":2567.3900000000003,"body":"amount of let's put it this way."},{"speaker":"John Weaver","startTime":2568.17,"endTime":2573.69,"body":"25% of all solar electricity"},{"speaker":"John Weaver","startTime":2568.17,"endTime":2573.69,"body":"generated in the US comes from"},{"speaker":"John Weaver","startTime":2573.69,"endTime":2579.9900000000002,"body":"California. Now 13% of that was"},{"speaker":"John Weaver","startTime":2573.69,"endTime":2579.9900000000002,"body":"just not produced. So imagine if"},{"speaker":"John Weaver","startTime":2579.9900000000002,"endTime":2583.7900000000004,"body":"California's extra 13% was"},{"speaker":"John Weaver","startTime":2579.9900000000002,"endTime":2583.7900000000004,"body":"generated. That'd be like the"},{"speaker":"John Weaver","startTime":2583.7900000000004,"endTime":2587.69,"body":"top or the bottom 10 states."},{"speaker":"John Weaver","startTime":2583.7900000000004,"endTime":2587.69,"body":"That might even be like New"},{"speaker":"John Weaver","startTime":2587.69,"endTime":2590.7500000000005,"body":"York. You know, the amount of"},{"speaker":"John Weaver","startTime":2587.69,"endTime":2590.7500000000005,"body":"electricity that California"},{"speaker":"John Weaver","startTime":2590.7500000000005,"endTime":2594.8300000000004,"body":"curtails is bigger than probably"},{"speaker":"John Weaver","startTime":2590.7500000000005,"endTime":2594.8300000000004,"body":"the bottom 20 states. Now,"},{"speaker":"John Weaver","startTime":2594.8900000000003,"endTime":2599.15,"body":"here's the key last this year,"},{"speaker":"John Weaver","startTime":2594.8900000000003,"endTime":2599.15,"body":"this spring, because the amount"},{"speaker":"John Weaver","startTime":2599.15,"endTime":2603.19,"body":"of batteries being installed,"},{"speaker":"John Weaver","startTime":2599.15,"endTime":2603.19,"body":"curtailment has started to fall"},{"speaker":"John Weaver","startTime":2603.4300000000003,"endTime":2608.3500000000004,"body":"look at the orange versus the"},{"speaker":"John Weaver","startTime":2603.4300000000003,"endTime":2608.3500000000004,"body":"green. So we've had batteries"},{"speaker":"John Weaver","startTime":2608.3500000000004,"endTime":2610.8700000000003,"body":"coming on and on and on, and we"},{"speaker":"John Weaver","startTime":2608.3500000000004,"endTime":2610.8700000000003,"body":"started off the year with a lot"},{"speaker":"John Weaver","startTime":2610.8700000000003,"endTime":2613.8100000000004,"body":"of curtailment, but then as the"},{"speaker":"John Weaver","startTime":2610.8700000000003,"endTime":2613.8100000000004,"body":"batteries kept coming online,"},{"speaker":"John Weaver","startTime":2613.8100000000004,"endTime":2617.8300000000004,"body":"this year, we're now seeing"},{"speaker":"John Weaver","startTime":2613.8100000000004,"endTime":2617.8300000000004,"body":"curtailment fall off versus last"},{"speaker":"John Weaver","startTime":2617.8300000000004,"endTime":2621.8500000000004,"body":"year. Now last year we may have"},{"speaker":"John Weaver","startTime":2617.8300000000004,"endTime":2621.8500000000004,"body":"had a stronger April and May,"},{"speaker":"John Weaver","startTime":2622.3900000000003,"endTime":2626.9100000000003,"body":"and this year, there are some"},{"speaker":"John Weaver","startTime":2622.3900000000003,"endTime":2626.9100000000003,"body":"weather effects, but we also"},{"speaker":"John Weaver","startTime":2626.9100000000003,"endTime":2632.67,"body":"have and this is the key, we"},{"speaker":"John Weaver","startTime":2626.9100000000003,"endTime":2632.67,"body":"have 18% more solar this year,"},{"speaker":"John Weaver","startTime":2633.09,"endTime":2640.11,"body":"and curtailment is still down as"},{"speaker":"John Weaver","startTime":2633.09,"endTime":2640.11,"body":"a percentage. This is because of"},{"speaker":"John Weaver","startTime":2640.11,"endTime":2642.8700000000003,"body":"batteries, and this is the real"},{"speaker":"John Weaver","startTime":2640.11,"endTime":2642.8700000000003,"body":"reason I wanted to bring this"},{"speaker":"John Weaver","startTime":2642.8700000000003,"endTime":2647.09,"body":"up. We're now installing enough"},{"speaker":"John Weaver","startTime":2642.8700000000003,"endTime":2647.09,"body":"batteries that, not only that,"},{"speaker":"John Weaver","startTime":2647.09,"endTime":2653.2700000000004,"body":"we can install more solar and"},{"speaker":"John Weaver","startTime":2647.09,"endTime":2653.2700000000004,"body":"more evening electricity the"},{"speaker":"John Weaver","startTime":2653.9900000000002,"endTime":2657.65,"body":"system stability. So batteries"},{"speaker":"John Weaver","startTime":2653.9900000000002,"endTime":2657.65,"body":"and solar are now going to"},{"speaker":"John Weaver","startTime":2657.65,"endTime":2661.9100000000003,"body":"become a compounding effect."},{"speaker":"John Weaver","startTime":2657.65,"endTime":2661.9100000000003,"body":"Your batteries, your solar will"},{"speaker":"John Weaver","startTime":2661.9100000000003,"endTime":2666.4900000000002,"body":"need batteries. Your batteries"},{"speaker":"John Weaver","startTime":2661.9100000000003,"endTime":2666.4900000000002,"body":"will allow for more solar. And"},{"speaker":"John Weaver","startTime":2666.4900000000002,"endTime":2668.59,"body":"in fact, your batteries are"},{"speaker":"John Weaver","startTime":2666.4900000000002,"endTime":2668.59,"body":"going to need solar because"},{"speaker":"John Weaver","startTime":2668.59,"endTime":2671.4100000000003,"body":"they're going to need custom"},{"speaker":"John Weaver","startTime":2668.59,"endTime":2671.4100000000003,"body":"energy. So we're, I guess we're"},{"speaker":"John Weaver","startTime":2671.4100000000003,"endTime":2673.69,"body":"going back to that first"},{"speaker":"John Weaver","startTime":2671.4100000000003,"endTime":2673.69,"body":"conversation. Tim is, what are"},{"speaker":"John Weaver","startTime":2673.69,"endTime":2678.13,"body":"we going to do as an industry"},{"speaker":"John Weaver","startTime":2673.69,"endTime":2678.13,"body":"keep ourselves running? And it's"},{"speaker":"John Weaver","startTime":2678.13,"endTime":2681.13,"body":"going to be batteries. And Rick,"},{"speaker":"John Weaver","startTime":2678.13,"endTime":2681.13,"body":"we're going to get to these"},{"speaker":"John Weaver","startTime":2681.13,"endTime":2686.13,"body":"charts. Message me on LinkedIn,"},{"speaker":"John Weaver","startTime":2681.13,"endTime":2686.13,"body":"or wait about a week, somebody's"},{"speaker":"John Weaver","startTime":2686.13,"endTime":2691.4100000000003,"body":"commenting in our room. Tim,"},{"speaker":"John Weaver","startTime":2686.13,"endTime":2691.4100000000003,"body":"wait about a week and it'll come"},{"speaker":"John Weaver","startTime":2691.4100000000003,"endTime":2694.7700000000004,"body":"through. And Aubrey also thinks"},{"speaker":"John Weaver","startTime":2691.4100000000003,"endTime":2694.7700000000004,"body":"he sees some choppy video and"},{"speaker":"John Weaver","startTime":2694.7700000000004,"endTime":2696.3900000000003,"body":"audio, just to let you know too."},{"speaker":"Unknown","startTime":2697.8900000000003,"endTime":2698.9100000000003,"body":"Sorry."},{"speaker":"John Weaver","startTime":2701.67,"endTime":2704.51,"body":"Yeah. So, so cool,"},{"speaker":"John Weaver","startTime":2701.67,"endTime":2704.51,"body":"yeah. So here, check this out."},{"speaker":"John Weaver","startTime":2704.51,"endTime":2707.3300000000004,"body":"Check out this chart. This is"},{"speaker":"John Weaver","startTime":2704.51,"endTime":2707.3300000000004,"body":"curtailment. This day. This all"},{"speaker":"John Weaver","startTime":2707.3300000000004,"endTime":2710.21,"body":"that blue is curtailment. That's"},{"speaker":"John Weaver","startTime":2707.3300000000004,"endTime":2710.21,"body":"a lot of curtailment. Yeah, but"},{"speaker":"John Weaver","startTime":2710.21,"endTime":2713.51,"body":"if you run the numbers, scroll"},{"speaker":"John Weaver","startTime":2710.21,"endTime":2713.51,"body":"down just a tiny bit. I did a"},{"speaker":"John Weaver","startTime":2713.51,"endTime":2716.9300000000003,"body":"little bit of math. Without"},{"speaker":"John Weaver","startTime":2713.51,"endTime":2716.9300000000003,"body":"batteries in place, their"},{"speaker":"John Weaver","startTime":2716.9300000000003,"endTime":2720.53,"body":"curtailment would have been 67%"},{"speaker":"John Weaver","startTime":2716.9300000000003,"endTime":2720.53,"body":"higher. And without the"},{"speaker":"John Weaver","startTime":2720.53,"endTime":2725.2300000000005,"body":"batteries that we've installed"},{"speaker":"John Weaver","startTime":2720.53,"endTime":2725.2300000000005,"body":"since 24 and 25 their"},{"speaker":"John Weaver","startTime":2725.2300000000005,"endTime":2731.3500000000004,"body":"curtailment would be 38% higher."},{"speaker":"John Weaver","startTime":2725.2300000000005,"endTime":2731.3500000000004,"body":"So right now, batteries are"},{"speaker":"John Weaver","startTime":2731.3500000000004,"endTime":2736.21,"body":"allowing 67% more energy to come"},{"speaker":"John Weaver","startTime":2731.3500000000004,"endTime":2736.21,"body":"out, like there would have been"},{"speaker":"John Weaver","startTime":2736.21,"endTime":2739.3900000000003,"body":"a massive amount of curtailment,"},{"speaker":"John Weaver","startTime":2736.21,"endTime":2739.3900000000003,"body":"except batteries are starting to"},{"speaker":"John Weaver","startTime":2739.3900000000003,"endTime":2743.2300000000005,"body":"change it. So, so that was it. I"},{"speaker":"John Weaver","startTime":2739.3900000000003,"endTime":2743.2300000000005,"body":"just wanted to get this curtain."},{"speaker":"John Weaver","startTime":2743.2900000000004,"endTime":2745.59,"body":"We talk about California a lot"},{"speaker":"John Weaver","startTime":2743.2900000000004,"endTime":2745.59,"body":"because that's the place. Lot"},{"speaker":"John Weaver","startTime":2745.59,"endTime":2745.8900000000003,"body":"because"},{"speaker":"Tim Montague","startTime":2745.8900000000003,"endTime":2747.69,"body":"that's place to"},{"speaker":"Tim Montague","startTime":2745.8900000000003,"endTime":2747.69,"body":"be. But yeah, so in markets like"},{"speaker":"Tim Montague","startTime":2747.69,"endTime":2751.3500000000004,"body":"California, where we have high"},{"speaker":"Tim Montague","startTime":2747.69,"endTime":2751.3500000000004,"body":"penetration of wind and solar,"},{"speaker":"Tim Montague","startTime":2751.4100000000003,"endTime":2756.2700000000004,"body":"that grid is 50% wind and solar"},{"speaker":"Tim Montague","startTime":2751.4100000000003,"endTime":2756.2700000000004,"body":"powered. Now on a windy, sunny"},{"speaker":"Tim Montague","startTime":2756.2700000000004,"endTime":2757.17,"body":"spring day,"},{"speaker":"John Weaver","startTime":2758.3100000000004,"endTime":2762.21,"body":"right? It's 100% no"},{"speaker":"John Weaver","startTime":2758.3100000000004,"endTime":2762.21,"body":"on a wind on a windy, sunny day,"},{"speaker":"John Weaver","startTime":2762.2700000000004,"endTime":2763.9700000000003,"body":"it's 100% solar."},{"speaker":"Tim Montague","startTime":2764.4500000000003,"endTime":2767.21,"body":"Really,"},{"speaker":"Tim Montague","startTime":2764.4500000000003,"endTime":2767.21,"body":"California's achieved 100%"},{"speaker":"John Weaver","startTime":2768.17,"endTime":2772.61,"body":"renewable, not"},{"speaker":"John Weaver","startTime":2768.17,"endTime":2772.61,"body":"renewables, Timothy solar, okay,"},{"speaker":"John Weaver","startTime":2772.61,"endTime":2773.2700000000004,"body":"California,"},{"speaker":"Unknown","startTime":2774.05,"endTime":2777.4100000000003,"body":"check that listeners"},{"speaker":"Unknown","startTime":2774.05,"endTime":2777.4100000000003,"body":"next in two weeks, ladies and"},{"speaker":"Unknown","startTime":2777.4100000000003,"endTime":2779.03,"body":"gentlemen, two weeks."},{"speaker":"Tim Montague","startTime":2779.8700000000003,"endTime":2783.7300000000005,"body":"Okay, all right."},{"speaker":"Tim Montague","startTime":2779.8700000000003,"endTime":2783.7300000000005,"body":"So anyway, so when you have high"},{"speaker":"Tim Montague","startTime":2783.7300000000005,"endTime":2788.8900000000003,"body":"penetration of renewables,"},{"speaker":"Tim Montague","startTime":2783.7300000000005,"endTime":2788.8900000000003,"body":"sometimes the utility has too"},{"speaker":"Tim Montague","startTime":2788.8900000000003,"endTime":2793.69,"body":"much of a good thing and they"},{"speaker":"Tim Montague","startTime":2788.8900000000003,"endTime":2793.69,"body":"have to curtail, yes, and"},{"speaker":"Tim Montague","startTime":2793.69,"endTime":2797.65,"body":"they're just, I mean, there's a"},{"speaker":"Tim Montague","startTime":2793.69,"endTime":2797.65,"body":"variety of ways of doing this."},{"speaker":"Tim Montague","startTime":2797.65,"endTime":2802.3900000000003,"body":"Sometimes they just run the"},{"speaker":"Tim Montague","startTime":2797.65,"endTime":2802.3900000000003,"body":"electricity into the ground. So."},{"speaker":"Tim Montague","startTime":2802.4700000000003,"endTime":2804.57,"body":"Sometimes they just technically,"},{"speaker":"Tim Montague","startTime":2802.4700000000003,"endTime":2804.57,"body":"that's not what occurs"},{"speaker":"John Weaver","startTime":2804.57,"endTime":2807.9300000000003,"body":"throttling the"},{"speaker":"John Weaver","startTime":2804.57,"endTime":2807.9300000000003,"body":"inverter, but that's actually"},{"speaker":"John Weaver","startTime":2807.9300000000003,"endTime":2811.9500000000003,"body":"technically what happens is the"},{"speaker":"John Weaver","startTime":2807.9300000000003,"endTime":2811.9500000000003,"body":"inverter throttles the solar"},{"speaker":"John Weaver","startTime":2811.9500000000003,"endTime":2815.8500000000004,"body":"panel. It causes that cool"},{"speaker":"John Weaver","startTime":2811.9500000000003,"endTime":2815.8500000000004,"body":"little curve to run a little bit"},{"speaker":"John Weaver","startTime":2815.8500000000004,"endTime":2819.03,"body":"off, and so the efficiency of"},{"speaker":"John Weaver","startTime":2815.8500000000004,"endTime":2819.03,"body":"the solar panel adjusts. So"},{"speaker":"John Weaver","startTime":2819.03,"endTime":2821.7900000000004,"body":"that's technically where it's"},{"speaker":"John Weaver","startTime":2819.03,"endTime":2821.7900000000004,"body":"going to occur. Is the they tell"},{"speaker":"John Weaver","startTime":2821.7900000000004,"endTime":2824.51,"body":"the inverter you need to"},{"speaker":"John Weaver","startTime":2821.7900000000004,"endTime":2824.51,"body":"curtail, and the inverter tells"},{"speaker":"John Weaver","startTime":2824.51,"endTime":2828.05,"body":"the solar panels to run at a"},{"speaker":"John Weaver","startTime":2824.51,"endTime":2828.05,"body":"slightly different PowerPoint."},{"speaker":"Tim Montague","startTime":2828.05,"endTime":2830.03,"body":"And what about any"},{"speaker":"Tim Montague","startTime":2828.05,"endTime":2830.03,"body":"What about with wind?"},{"speaker":"John Weaver","startTime":2832.3700000000003,"endTime":2835.4300000000003,"body":"Oh, with wind? I Oh"},{"speaker":"John Weaver","startTime":2832.3700000000003,"endTime":2835.4300000000003,"body":"wind. Haha, wind, they will"},{"speaker":"John Weaver","startTime":2835.4300000000003,"endTime":2841.4300000000003,"body":"slightly turn the turbine away"},{"speaker":"John Weaver","startTime":2835.4300000000003,"endTime":2841.4300000000003,"body":"from the the wind, or they will"},{"speaker":"John Weaver","startTime":2841.4300000000003,"endTime":2845.59,"body":"feather the blades. And when you"},{"speaker":"John Weaver","startTime":2841.4300000000003,"endTime":2845.59,"body":"feather the blades, because"},{"speaker":"John Weaver","startTime":2845.59,"endTime":2847.8100000000004,"body":"those blades aren't solid"},{"speaker":"John Weaver","startTime":2845.59,"endTime":2847.8100000000004,"body":"chunks, they actually have"},{"speaker":"John Weaver","startTime":2847.8100000000004,"endTime":2850.69,"body":"little turning abilities. So"},{"speaker":"John Weaver","startTime":2847.8100000000004,"endTime":2850.69,"body":"when you turn, you're slowing"},{"speaker":"John Weaver","startTime":2850.69,"endTime":2854.2300000000005,"body":"the turbine down, essentially,"},{"speaker":"John Weaver","startTime":2850.69,"endTime":2854.2300000000005,"body":"yes, sir, yes."},{"speaker":"Unknown","startTime":2857.2300000000005,"endTime":2858.01,"body":"Cool. Well,"},{"speaker":"Tim Montague","startTime":2859.15,"endTime":2860.8300000000004,"body":"we should let our"},{"speaker":"Tim Montague","startTime":2859.15,"endTime":2860.8300000000004,"body":"listeners know, by the way,"},{"speaker":"Tim Montague","startTime":2860.8900000000003,"endTime":2862.09,"body":"yeah. Well, let's"},{"speaker":"John Weaver","startTime":2862.09,"endTime":2865.4700000000003,"body":"talk about Rick."},{"speaker":"John Weaver","startTime":2862.09,"endTime":2865.4700000000003,"body":"Rick is today having 410 kW"},{"speaker":"John Weaver","startTime":2865.8300000000004,"endTime":2870.8100000000004,"body":"Franklin wh batteries added to"},{"speaker":"John Weaver","startTime":2865.8300000000004,"endTime":2870.8100000000004,"body":"his existing 24 KW solar array."},{"speaker":"John Weaver","startTime":2870.8100000000004,"endTime":2874.05,"body":"That's awesome, dude. Nice, nice"},{"speaker":"John Weaver","startTime":2870.8100000000004,"endTime":2874.05,"body":"system there. Rick,"},{"speaker":"Tim Montague","startTime":2874.8300000000004,"endTime":2880.05,"body":"40 kilowatts of"},{"speaker":"Tim Montague","startTime":2874.8300000000004,"endTime":2880.05,"body":"batteries. And that's, that's"},{"speaker":"Tim Montague","startTime":2880.05,"endTime":2887.3300000000004,"body":"what, like 60 kWh, that's a lot"},{"speaker":"Tim Montague","startTime":2880.05,"endTime":2887.3300000000004,"body":"of batteries. Looks like Rick"},{"speaker":"Tim Montague","startTime":2887.3300000000004,"endTime":2889.7900000000004,"body":"Hannah is going to be completely"},{"speaker":"Tim Montague","startTime":2887.3300000000004,"endTime":2889.7900000000004,"body":"off grid after this"},{"speaker":"Tim Montague","startTime":2889.7900000000004,"endTime":2891.59,"body":"installation. He's getting,"},{"speaker":"Tim Montague","startTime":2889.7900000000004,"endTime":2891.59,"body":"well,"},{"speaker":"John Weaver","startTime":2892.61,"endTime":2894.7700000000004,"body":"he's not taking a"},{"speaker":"John Weaver","startTime":2892.61,"endTime":2894.7700000000004,"body":"risk, and this is what a lot of"},{"speaker":"John Weaver","startTime":2894.7700000000004,"endTime":2897.4100000000003,"body":"people are going to do. Man,"},{"speaker":"John Weaver","startTime":2894.7700000000004,"endTime":2897.4100000000003,"body":"price of electricity is going to"},{"speaker":"John Weaver","startTime":2897.4100000000003,"endTime":2899.8700000000003,"body":"go up. Your household price is"},{"speaker":"John Weaver","startTime":2897.4100000000003,"endTime":2899.8700000000003,"body":"going to go up. Somebody in"},{"speaker":"John Weaver","startTime":2899.8700000000003,"endTime":2903.4300000000003,"body":"Missouri is going to see their"},{"speaker":"John Weaver","startTime":2899.8700000000003,"endTime":2903.4300000000003,"body":"bill go up 30% if they were"},{"speaker":"John Weaver","startTime":2903.4300000000003,"endTime":2906.7900000000004,"body":"asked me, I would tell them to"},{"speaker":"John Weaver","startTime":2903.4300000000003,"endTime":2906.7900000000004,"body":"call Rick say, you know, here's"},{"speaker":"John Weaver","startTime":2906.7900000000004,"endTime":2907.7500000000005,"body":"how you fix it, buddy."},{"speaker":"Tim Montague","startTime":2909.61,"endTime":2911.05,"body":"Did he say what"},{"speaker":"Tim Montague","startTime":2909.61,"endTime":2911.05,"body":"market he's in?"},{"speaker":"John Weaver","startTime":2912.7300000000005,"endTime":2914.7700000000004,"body":"Well, I bet we"},{"speaker":"John Weaver","startTime":2912.7300000000005,"endTime":2914.7700000000004,"body":"could go on LinkedIn and find"},{"speaker":"John Weaver","startTime":2914.7700000000004,"endTime":2919.03,"body":"out, because he's following one"},{"speaker":"John Weaver","startTime":2914.7700000000004,"endTime":2919.03,"body":"of us, Rick Hannah. LinkedIn,"},{"speaker":"John Weaver","startTime":2920.2900000000004,"endTime":2923.2500000000005,"body":"oh, man, there's like 100 link."},{"speaker":"John Weaver","startTime":2920.2900000000004,"endTime":2923.2500000000005,"body":"Rick Hannah's on LinkedIn,"},{"speaker":"John Weaver","startTime":2923.2500000000005,"endTime":2924.8100000000004,"body":"sorry, Rick, you're gonna have"},{"speaker":"John Weaver","startTime":2923.2500000000005,"endTime":2924.8100000000004,"body":"to tell us"},{"speaker":"Tim Montague","startTime":2927.9900000000002,"endTime":2931.53,"body":"all right, so"},{"speaker":"Tim Montague","startTime":2927.9900000000002,"endTime":2931.53,"body":"check out all of our content at"},{"speaker":"Tim Montague","startTime":2931.53,"endTime":2936.15,"body":"clean power hour.com, follow us"},{"speaker":"Tim Montague","startTime":2931.53,"endTime":2936.15,"body":"on YouTube, give us a rating and"},{"speaker":"Tim Montague","startTime":2936.15,"endTime":2940.05,"body":"review and reach out to me on"},{"speaker":"Tim Montague","startTime":2936.15,"endTime":2940.05,"body":"LinkedIn. How can our listeners"},{"speaker":"Tim Montague","startTime":2940.05,"endTime":2941.4900000000002,"body":"find you? Mr. John Weaver,"},{"speaker":"John Weaver","startTime":2943.4100000000003,"endTime":2946.9100000000003,"body":"LinkedIn and blue"},{"speaker":"John Weaver","startTime":2943.4100000000003,"endTime":2946.9100000000003,"body":"sky and my website, commercial"},{"speaker":"John Weaver","startTime":2946.9100000000003,"endTime":2952.4300000000003,"body":"solar guy.com um, I'm on blue"},{"speaker":"John Weaver","startTime":2946.9100000000003,"endTime":2952.4300000000003,"body":"sky bunch. Not on Twitter, so"},{"speaker":"John Weaver","startTime":2952.4300000000003,"endTime":2956.9300000000003,"body":"much. LinkedIn, lots and, uh,"},{"speaker":"John Weaver","startTime":2952.4300000000003,"endTime":2956.9300000000003,"body":"commercial solar guy.com we got"},{"speaker":"John Weaver","startTime":2956.9300000000003,"endTime":2960.11,"body":"phone numbers emails. You can"},{"speaker":"John Weaver","startTime":2956.9300000000003,"endTime":2960.11,"body":"even come visit our office if"},{"speaker":"John Weaver","startTime":2960.2900000000004,"endTime":2965.05,"body":"you want. I'll give you a coffee"},{"speaker":"John Weaver","startTime":2960.2900000000004,"endTime":2965.05,"body":"and some tea, and we have a"},{"speaker":"John Weaver","startTime":2965.4700000000003,"endTime":2967.15,"body":"wonderful conversation about"},{"speaker":"John Weaver","startTime":2965.4700000000003,"endTime":2967.15,"body":"solar."},{"speaker":"Tim Montague","startTime":2967.9900000000002,"endTime":2970.3300000000004,"body":"All right. With"},{"speaker":"Tim Montague","startTime":2967.9900000000002,"endTime":2970.3300000000004,"body":"that, I'll say, thanks so much"},{"speaker":"Tim Montague","startTime":2970.3300000000004,"endTime":2972.9100000000003,"body":"for being here all of our"},{"speaker":"Tim Montague","startTime":2970.3300000000004,"endTime":2972.9100000000003,"body":"listeners, and let's grow solar"},{"speaker":"Tim Montague","startTime":2972.9100000000003,"endTime":2974.71,"body":"and storage. We'll see you in a"},{"speaker":"Tim Montague","startTime":2972.9100000000003,"endTime":2974.71,"body":"couple weeks. You."}]}