U.S.

“You know, in the last hours of negotiation on Saturday, there was a fight between India, China, and the U.S. On one side, and all the other countries on the other side to try and change one word from phase out to phase down.”

“Yeah, I've seen analysis showing that this bill in particular gets the U.S. Halfway toward meeting the Biden administration's goal of slashing greenhouse gas emissions across the economy by half by 20 30.”

“15 years ago, coal made up half of the electricity produced in the U.S. In 2020, it fell to 19%. But in 2021, coal use increased by double digits, even though demand for power increased by only a few percentage points.”

“Miami Beach is the first community in the U.S. To dramatically raise roads.”

“The blackout in Puerto Rico after Hurricane Maria was the longest in U.S. History.”

“The U.S. Does not have a very robust supply chain for batteries domestically, but to the extent that we can recycle the batteries that we are using, that creates a secure domestic stream that can then be used to build batteries in the future.”

“And while 90% of U.S. Homes have some kind of air conditioning, that number is only five percent in England, under five percent in France, and only three percent in Germany.”

“It hasn't been built yet, but once it is, it'll be the biggest and most expensive civil engineering project in U.S. History.”

“This year, the U.S. Passed a tipping point for electric vehicles. Five percent of new car sales are battery electric.”

“Yeah, so Sonnen it was actually 88% of the batteries they've installed in the U.S. Are part of some sort of virtual power plant or grid, grid interactive program, which is just a wild statistic compared to the norm for the market where, you know, most people a…”

“We knew these disclosures and this regulation was coming, because we could see what was happening in Europe, and we could see that this pressure that was being placed globally on big investors to try to disclose this was gaining momentum in the U.S., even thou…”

“What's exciting about expanding the manufacturing base in the U.S. Is that you know, you now can perhaps site renewable power projects in locations that you couldn't before, because there was no economic activity there before, and you were taking the risk that…”

“And Germany was the Biggest producer of coal in the world behind the U.S. And Great Britain.”

“The U.S. Currently uses about ten million metric tons of it.”

“And the fires of twenty-twenty in our state wiped out 15 years of progress, and if wildfires were a country, they'd be ranked number four behind China, U.S., and India in terms of carbon emissions.”

“The industrial sector is set to overtake power generation and transportation as the biggest source of planet warming emissions in the U.S. By twenty-thirty-five.”

“We actually don't have capacity to do that in the U.S. Today. There's a lot of Fossil-based carbon-emitting hydrogen in the US today. I couldn't find any, like, commercial scale, like, real operation pumping out green hydrogen yet”

“It seems like we're about to cross this line from there really being no industrial-scale clean hydrogen production in the U.S. To there being a bunch in the next two, three years even.”

“China in particular is adding clean energy at an absolutely mind-boggling pace. They're expected to add a 150 gigawatts of solar in twenty-twenty-three. That's roughly five times what the U.S. Is projected to add, and they're projected to top a terawatt of tot…”

“So if you look at what FERC has said, they say, and this doesn't even include rooftop solar, which is over 30% of solar. That solar provided 42.4% of the total new domestic generating capacity in 2023 alone.”

“About 10% of all of the natural gas produced in the U.S. Is exported, and any one of these facilities can process several percent of all of the consumer grade natural gas produced in the U.S. And ship it out around the world.”

“And I would argue that in all three of those markets, you're seeing slowing growth because of grid capacity constraints.”

“But in my opinion, solar plus storage attachment rates in the U.S. Are, like, not high enough yet for batteries to really, like, be a potential game changer in VPPs.”

“In China, there's a big push for lithium iron phosphate. In the U.S., we have, you know, sort of standard lithium ion batteries that have a lot of nickel, manganese, and cobalt in the materials, and those things are hard to source, and rising in cost, and some…”

“For the second year in a row, heat pumps outsold gas furnaces in the U.S. By, in twenty-twenty-three, by a significant margin of 21%.”

“Roughly 27% of the existing workforce in the U.S. Will be retiring by twenty-twenty-nine, and there aren't enough people to take their places.”

“You know, just for solar alone, we've seen 85 new or expanded solar manufacturing facilities being announced in the U.S. That's over 28,000 jobs, that's you know, tens of billions of dollars of investment in local communities”

“And we're talking to manufacturers in China about, you know, moving equipment prior to tariffs getting imposed. We're talking to manufacturers about buying U.S. Equipment as soon as it's available, and we're talking to Other parties about buying from parties, …”

“So all of our stuff, most of our, almost every part of ours was made in the U.S., and we used so much less steel that it made sense for us to be in the U.S. We had a much simpler part, so it made more sense to be in the U.S.”

“Half of any tracker is steel, and if that underlying commodity is threex the cost in the U.S., it's going to make it hard to compete with anyone.”

“Every customer I talk to, like, the first question they ask me is, is it made in the U.S.? And if it, if my answer is no, they're not interested, right?”

“So your average silicon panel here in the U.S. Is 23% efficient. It'll probably get to 25% in the next couple years, and that's it. Like, that's the max that a silicon solar panel will go.”

“Vogel, the most recently built nuclear plant in the U.S., came in at about 15,000 dollars per kilowatt.”