renewable energy

“They are forcing the curve on EVs. They're forcing the price structure of batteries. It's hard not to see them as one of the greatest forces of the last decade in catalyzing the energy transition. For all of the lying and prevaricating and questionable busines…”

“Today, Hawaii gets a third of electricity from local renewable energy, the vast majority from solar. Almost half is from small systems on rooftops. That's way more than the mainland US, which gets about 20% of its energy from renewables, Mostly hydro and wind.”

“Even though this year we're going to have a lot of negative things, we're going to have to bring back on coal plants in Europe, we're going to see other kinds of, ah, fuel being used that we thought we were moving away from. In the end, a shock like this is go…”

“So we may actually be destroying that demand potential in the long term. So if you are thinking that, hey, I am going to sell LNG to Europe for 10 years, and then by 2035, I will have potential in Southeast Asia. I am not so sure. First of all, because they ma…”

“In order to build ten million tons of hydrogen, you're talking about 200 gigawatts of renewables that have to then be built and then converted into hydrogen.”

“They have taken a huge chunk of the market away from coal, and they're cutting into natural gas's market share for providing electricity to the state, and there are oil and gas guys who really don't want to give up anything else.”

“This is going to be really expensive. It's also going to be highly political because we don't know yet what the PUC will assign to different facilities, but it will definitely slow down new investment in Texas, renewable energy.”

“Well, I mean, there was one bill to ban all future renewable energy development.”

“And now most serious people who are studying this say we can handle on a lot of grids, 80% renewable energy.”

“California needs a 180 gigawatts more of renewable energy in the next 10 to 15 years. That's additional. We've only built 50.”

“Yeah, so the draft regulations for the banking sector put a very high risk factor on, on tax equity. They treat it like private equity, which it is not, and rather than tax equity, which is more like a loan and so they have it at 400%, and it just means that, …”