Everything Jeff St. John said on any show that made the record, most notable first. Each card names its show and opens the statement there.
St. John: Clean hydrogen incentives risk becoming a tax-credit mining scheme
“I fear some jockeying around from folks who see this as being either a tax credit mining or farming opportunity, or a chance to see their existing fossil fuel assets be repurposed for use in what is putatively a decarbonization strategy, but which runs the sig…”
St. John: Very Few US EVs Will Qualify for $7,500 Tax Credit
“With China dominating so much, between 70 to 90% of key precursor, you know materials and kind of components of lithium ion batteries that very few, if any, EVs sold in the U.S. Will be eligible for that 7500 per EV tax credit”
St. John: Freight Depots Face 1-2+ Year Grid Interconnection Delays for EV Chargers
“A lot of the freight depots out there are reporting that it's taken one, two, or more years to get the grid interconnection service they need to actually do all the charging that they're gonna need for all those trucks.”
RMI: Global battery capacity will reach 9 TWh annually by 2030
“They Are estimating that there's going to be global capacity of nine terawatt hours of batteries, lithium ion batteries per year by 2030. That's a kilowatt hour for every person on the planet. And they are estimating that just those batteries will surpass the …”
St. John: California Rooftop Solar Installations Dropped 75% to 80% Post-NEM 3.0
“The new regime cuts the compensation or economic value for rooftop solar for Single-family homes roughly in half and the installations have dropped by roughly three-quarters to four-fifths since that went into effect in April, and California solar installers a…”
St. John: Clean hydrogen lacks the infrastructure and economics for end-user adoption
“Governments, the United States, the European Union, South Korea, Japan, others, are incentivizing hydrogen production for these purposes And making goals that are kind of astounding in their scope for gigawatts, tens of gigawatts of hydrogen production, and ye…”
Green cement is commercially unviable if it delays building construction timelines
“Cement costs are about maybe two, three, four percent of an overall building cost. The cost of labor and the time it takes to build a building are a lot higher than that. You could have a much lower carbon cement, but if it takes three to five times as long to…”
St. John: California Rule Mandates 1.8M Commercial Trucks Go Zero-Emission Over 20 Years
“We've got a advanced clean trucks rule that's going to require all 1.8 million commercial trucks in the state to go emissions free over the next two decades.”
St. John: Short-haul freight trucking is totally electrifiable now
“I think it does prove that short haul, kind of run and return type trips are totally electrifiable now, and that maybe even some of the longer haul
Freight routes are totally possible in the realm of possibility.”
Electra's low-temperature electrolysis pilot produces iron at over 99% purity
“This company called Electra out of Boulder, Colorado, is working on a process that it's piloted showing that it can get pretty pure iron, like, 99 point odd percent pure, out of this electrolysis process.”
Jeff St. John: Behind-the-meter customer assets balance the grid much more cheaply
“You can do that a lot more cheaply, it turns out, when you're tapping into stuff that people are buying anyway.”
Jeff St. John: Hydrogen is currently necessary for heavy industry decarbonization
“There's also clear and consistent evidence that we definitely need Something and hydrogen is the thing at present for high temperature heat, for making cement, making steel, to replace fossil fuels for chemicals and fertilizer, and to provide some kind of carb…”
St. John: 28 Tons of Recycled Batteries Yields One Ton of Lithium
“The Resell Center is a battery recycling consortium led by the U.S. Department of Energy. They did some research that says you can get a ton of battery grade lithium out of 750 tons of lithium brine, 250 tons of lithium ore, or 28 tons of recycled lithium ion …”
IRA Domestic Content Rules Pit US Manufacturers Against Project Deployers
“That's really complicated stuff, and in some cases, it's pitting companies or industries that are focused on building stuff here in the United States. Against companies and industries that are focused on putting the stuff that's built in other countries to wor…”
IRA domestic rules disqualify multiple EV models from federal tax credits
“They have, in fact, barred several makes and models of EVs from receiving all of, or any of, the commercial, or the tax credit that you get from when you buy a vehicle”
St. John: State green banks prove significant private lending multiplier
“The big kind of multiplier value there, which has been proven out by some of the state and county level green banks out there, Connecticut, New York being some of the earliest and biggest, as well as a solar loan fund in Florida is, is that you get a big multi…”
St. John: Battery cell prices dropped 90% since 2008
“DOE reports that Battery cell prices have dropped 90% since 2008.”
St. John: California battery storage grew tenfold in three years
“From 20 20, when we had some issues with the grid, we had 503 megawatts Online. In 2023, as of last count, this is September, we had 5000 megawatts of energy storage online in California. I mean, in just three years, we've had a tenfold, nearly tenfold increas…”
China accounts for roughly half of all global cement production
“About half the world's global cement production takes place in China”
US government contracts account for roughly half of all domestic cement
“Roughly half the cement that's used in the United States, for example, is contracted by governments to build essentially roads in public works”
St. John: Section 45X Manufacturers Can Receive Direct Pay for Five Years
“For the first five years of that tax credit, manufacturers are going to be able to receive that payment in the form of direct pay. Instead of having to offset it against their tax liabilities, they can just get a check cut from the U.S. Treasury for the amount…”
St. John: EPA Greenhouse Gas Reduction Fund totals $27 billion
“We're talking about twenty seven billion dollars in total. It gets a little confusing because seven billion of that is for a specific kind of subset of
solar and energy efficiency projects that came in under a separate, you know piece of legislation that got …”
St. John: Energy Infrastructure Reinvestment Program has $250B lending authority
“This two hundred fifty billion dollars in lending authority for something called the energy infrastructure reinvestment program. It's also called section, section 17 oh six.”