The Ledger
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BYD will likely reach 40 percent market share among Chinese EVs
“I would generally say that BYD itself is generally reaching, like, Tesla level dominance in the Chinese market now, because with the most recent releases, they're probably going to get to maybe 40%
Market share among NEVs in China, which is just, you know, li…”
Gramlich: Electricity interconnection queue backlogs will not get worse
“I also don't expect the cues to get even worse than they are. I think there are a lot of activities to improve the cue processing issue.”
Waters: New York, PJM, and MISO will see accelerating storage growth
“And, you know, right now, I would say, you know, New York, ah, PJM, MISO, those are all regions where we expect to see a lot more growth. Than we've seen historically.”
Von Ossen: California and Texas will drive energy storage pipelines to triple
“I think projections have them increasing something like three times over the next 18 months primarily driven by markets like California and Texas.”
Beard: Geothermal will scale via shallow sedimentary basins before deep rock
“That I think is how geothermal or geothermal anywhere will roll out in the next decade, is you've got teams that are in sedimentary basins right now, like In South Texas, right? They're trying geothermal anywhere projects in places where they can get to heat i…”