California

“One-fifth of Imperial Valley residents live below the poverty line. 85% are Latino, and many live and work on both sides of the Mexico border. This region has one of the highest unemployment rates in the state.”

“I still think it's far from guaranteed. For all the hype, and for all the planning that have gone into it so far, I think there's still a chance that it could fall apart.”

“20 years ago, California had tens of thousands of grid-edge assets. Now, it has millions of them. This includes 1.2 million solar panels, providing an estimated 15% of California's electricity, and a million plug-in vehicles.”

“By 2030, the number of solar panels could nearly double, and the number of EVs on the road could increase five times to about five million.”

“There's a massive waiting list for battery installations, because folks in California have seen a lot of scheduled and natural disaster-fueled power outages, and it's not uncommon now especially in more, like, semi-rural places for people to see planned outage…”

“Though I noticed just this week, California installed its first large eight-hour lithium-ion system.”

“In California, because in part of climate change and other things, we have a hundred million dead trees, that's pretty concentrated bunch of dead trees, so you can actually think about how to use that.”

“And so for the first time in decades, you actually see more people Wanting to keep the Diablo Canyon plant open than wanting to close it.”

“We don't have to wait for the far future for desalination. It's already happening today in Israel and In parts of California, and inland Texas, and Israel, and Australia. So places that are water scarce already do some desalination. Even if the electricity is …”

“California has about five gigawatt hours worth of batteries, almost all of which have come, come in the last 36 months, and essentially kept California from going into rolling blackouts in the recent heat wave.”

“And of course, California and Texas are getting the lion's share of these, of what's going to be installed over the next two years.”

“I think projections have them increasing something like three times over the next 18 months primarily driven by markets like California and Texas.”

“There's a 10 year interconnection queue in Oklahoma for new wind projects. The average interconnection time for new utility scale PV projects in California is seven and a half years.”

“California's gonna be banning this stuff in seven years, so start the transition now when there's a lot of money and incentives going.”

“Because of the carbon intensity of dairy gas, and because they're trying to bend the curve on those carbon emissions, you're seeing dairy gas displace landfill gas, at least in California.”

“The Jet Propulsion Lab did, flew the landfills in California, as an example, and even though they had landfill gas capture, they still were a major emitter of methane.”

“At the end of the day, water in the ground for the last, for all of California's recent history, actually going back decades, ground, we have had a net draft on groundwater pretty much every year of something like a million acre feet a year.”

“I think you recently acquired the two gigawatt Bellfield solar plus storage project, which is under construction in California. It's set to be the largest solar plus storage project in the U.S. Once it's complete.”

“The Jet Propulsion Laboratory and Raytheon company in the 19 seventies in California, they did an experiment where they sent 30 kilowatts of power across a distance of over a kilometer and collected a lot of that power.”

“Wine from France delivered by ship to New York is less energy intensive than the closer wine in California moved there by truck.”

“ERCOT is now at about 17 gigawatts of utility scale solar installed. The state at large at around 20 gigawatts of all solar. So it's now number two in the U.S. Just behind California. And the utility scale side now appears effectively equivalent with Californi…”

“What is surprising is we're starting to see this third EV manufacturing hub emerge in the U.S. Southwest, which has never really made cars before. Arizona, Nevada, tied to California, and a lot of the innovation economy in California, and it's, it appears to b…”

“There are basically no solar-only projects being built in California right now.”

“And the changes to the net energy metering rules, as you said, effectively made it such that the economics of solar only really work now if you add storage to it.”

“The next level is, like, maybe you provide a time of use rate, and obviously, in markets like California, we've provided time of use rates. The big con to that is, what you get is, you get this massive secondary peak. You get what's called a timer peak. So you…”

“However, what we see in California with some of our partners that we're working with, what they've done is they've rolled out time of use rates, and they've sort of forced that on consumers. And so, and some of those consumers have not changed their behavior a…”

“California had some funding to deploy an adoption program, an early adoptions program during the recent budget hit that seems to have gone away.”

“That we curtailed more than 600 gigawatt hours of solar in I think it was in April of twenty-twenty-three, up from in twenty-twenty, like, half that much.”

“We're seeing other states propose, it's almost word for word, similar to California. So in New York, Illinois”

“So with California, California has scope three in the long-term range of reporting as required.”

“SEC is here, but California is kind of probably more impactful from a private company perspective.”

“Everything in the U.S., even California, it's all about financial impacts. In the EU, it's much more comprehensive to understand where the impacts outside as well as what's the impact financially to your company.”

“We are actively planning for fifteen million gallons plus in California over the next two years, and the reason I'm starting with California is just mentioning that's where the incentives are to date.”

“They did the NEMM three point O piece, but there's no transparent way of getting paid for your battery piece.”

“Oklahoma Gas and Electric, actually about 10 years ago I discovered That Oklahoma was ahead of California when it came to dynamic pricing”

“The, I would say that the limiting factor that I've seen over and over again these days is not as much permitting as it is the cost of power, which is which has become insanely high in California, and that ends up like pushing people out of state more than any…”

“Six percent of our electricity comes from geothermal. 10% of electricity in Nevada comes from geothermal, conventional geothermal. And there are countries in the world, ah, Kenya notably takes 50% of its national electricity from geothermal.”

“Basically all of the geothermal that we've built in the United States is in Nevada or California.”

“GB outside of CAISO or outside of California is the kind of second largest, most mature battery market.”

“For those that know, at certain times of the day, at certain months of the year we are generating more electricity Than we are using, and prices go negative. You're actually being, being paid to take electricity at certain times of the day.”

“We don't know what this would be without the 10 gigawatts of storage capacity that's already been built in California.”

“The four-hour storage artifact in California is purely a function of written regulation.”

“What you end up with is more than 750 gigawatt hours of solar curtailment in the state of California this year.”

“And we have seen cost reductions up to 80% in, in California and 60% in Virginia While the electricity rate was really almost half than in California.”

“In the case of California, everyone that I know is maximum one degree removed from someone whose homeowner's insurance was dropped, or at least had the price increased by some multiple.”

“In California, we have built what I think is the best network of sites, and three of them will be live this year, with the port of L.A. Long Beach site being the first one.”

“We have our next site that will come online in the summertime that will be in the Inland Empire, which is after a vehicle goes to the port, it generally goes to the Inland Empire which is the, you know, giant warehouse district for the port here in California.…”

“The NEMP .O changes in California, and how much that pulled back participation in California, and that was a big volumetric impact that really cascaded, not just across the actual lessors and installers, but also across the equipment manufacturers, right? That…”

“Folks who are buying home batteries now, right, they're generally doing it for one of two Reasons. One reason is if they're in like California and you have a net meter, if you have solar and you have net metering rules that make it like super uneconomic to hav…”

“In California a week ago, you were, you would not have been legally permitted to do a driverless truck. And today you are. So there was some legislation that, or some new rulemaking there that, that allows for it with certain conditions.”

“Tesla, you know, does have kind of an in-app process to participate in these programs. They're started in Texas. They're working with Pacific Gas and Electric in California to participate in their VDAX pilot program, and so I believe it is kind of a streamline…”