131. The Solar Supply Chain needed to Halt Global Warming is Already Being Built

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The IEA has a number for the required solar to halt climate change and it's being built right now! Heat waves make people angry, Californians respond to text alert to save power and blackouts were averted.

Tesla’s production cost per vehicle is 42% of what it was just five years ago and it’s not due to falling battery prices. Some grids in the US have so much excess power, prices are often going negative. They pay you to use power. This is going to become common as we move forward with decarbonization.

The specs for the Chevy Equinox have been announced and it's clearly going to make the Chevy Bolt EUV obselete instantly.

James's son's geology professor says there's not enough lithium for 100% electric car sales. He's wrong.

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Transcript of this Episode

Brian: Hello, and welcome to episode 131 of the Clean Energy Show.

I'm Brian Stockton.

BBC News Anchor: We're interrupting our schedules for the following announcement.

Buckingham palace has announced the death of Her Majesty Queen Elizabeth II.

Brian: What is this, the London Bridge protocol?

James: Yes.

We've been waiting decades for this, and it's finally happened.

Brian: No.

Podcasts do not have to follow the London Bridge protocol.

Come on.

They don't it's fine.

But I will say the Queen is dead.

Long lived the king.

James:I'm James Whittingham.

This week, my son's geology prof says there's not enough lithium to go 100% electric anytime soon.

I promptly advised my son to quit university and educate himself on Facebook.

This week.

California didn't have enough power.

While other grids in the US.

Have so much excess power, prices are often going negative.

If I can get the grid to pay me to use my fancy coffee machine, I'll be rich.

Tesla's production cost per vehicle is 42% of what it was just five years ago.

And it's not due to falling battery prices.

It's actually Elon Musk not having to buy horses anymore due to the woke mob.

Okay, I don't understand that, Joe.

Really? No, I don't.

He got a massage and promised a woman a horse.

I got it.

The California power grid avoided severe blackouts after sending a text alert to citizens.

The text said, you up, followed by turn off your lights.

All that and more on this edition of the Clean Energy Show.

And Brian, this week we also have something from Bloomberg opinion that says the energy transition and its supply chain are at what we need to beat climate change.

Already.

It's already being constructed.

It's quite remarkable.

Even apparently, lithium.

Yes, high temperatures are making people angrier online.

And how are you this week? I'm good.

So here's my two updates.

I got the latest full self driving update on my Tesla, which is it a big one.

Yeah, it's a big 110.69.2.

This is the first update I've had since actually getting the full self.

Oh, I didn't know that.

Yeah, it's the only one I've had since getting the full self driving software.

Only had it a day, only used it once, and it still did that.

Same thing where a lot of our streets don't have a line painted down the middle, and it's two lanes, and it started to drift to one side, so I canceled it and just kept driving.

Well, Joy? Yeah.

And he says they're going to be out by the end of the year.

Come on.

Yeah, well, a lot of the testing miles have been done in California, so it sounds like the software works way better in California.

And we are, sadly, many miles from California, so it's going to be a bit of a struggle here for a while, I think.

Do they paint the streets of California? Is that the issue? We don't paint them here.

Yeah.

Well, I'm assuming all the roads are better in California, but the grass is always greener, as they say, although not during a drought.

But anyway, my other updates so I think I said last week, I've applied for the Greener Homes grant, which is Canada's subsidy for retrofitting your home to put in clean energy stuff, insulation.

And I'm still hoping to do a heat pump, an air source heat pump for my house, get rid of my furnace.

So the process is moving.

I've been approved.

I'm in the program.

They can't do the blower test.

So what they do is a blower test on your house to test the tightness of the house, and then you do the upgrades, and they do another one.

But because our ceiling, the drywalls opened up in the ceiling in the kitchen, because we were trying to fix those leaks, they can't do the blower test right away.

But anyway, I just wanted to mention that I am hoping to go through this process.

This is what it's available in Canada, and as we've covered on the show before, the new Inflation Reduction Act in the US.

If you're in the US.

There's lots of kind of similar subsidies for home improvements and upgrades and energy efficient appliances and vehicles and everything.

And of course, different states and different provinces all have incentives, too.

And like, our natural gas utility has a little bit of incentive to go to higher efficiency furnaces, gas furnaces and stuff.

So anybody listening, always check your local area, your local state, your local province to see what the possible subsidies are.

Okay, well, the Chevy Equinox, they finally announced the specs on it.

Yeah.

So this is the next big electric vehicle from General Motors, which is an SUV that's going to be at a reasonable price.

They said this is a small SUV under $30,000 US.

Is that cheaper than the Bolt? It's not cheaper than the Bolt now because they lower the Bolt in the US.

But the equivalent Canadian pricing would put it lower, I think, than the Canadian pricing, current Canadian pricing of the bolt and worldwide as well.

Yeah, and if that's the price for the Equinox, one would think they would eventually drop the bolt below that because that's a smaller car.

The Equinox is actually making it hard for me to buy a Bolt because of two reasons.

One, it'll render the Bolt obsolete.

Even if it's really close in price, it's a bigger vehicle, seems like a better vehicle.

It's not as well fitted.

Maybe they have some bare bones stuff with the base model.

You get a power driver's seat on the base model of the boat and a few other nice things.

In Canada, you get ten years of connectivity, or eight years of connectivity.

A long time of connectivity.

Maybe it's five, but it's a few years.

That cover most of your ownership, usually.

So I'm just worried about it.

Plus, they got the LTM battery pack with that.

So that should be approved to charge faster, three times as fast.

Peak charging doesn't mean that it's going to charge three times as fast, but the peak charging is three times as fast.

So that's what the big drawback of the Bolt is.

Well, it's size and it's charging speed on the highway.

Well, and I think we're still in a situation where if you decide you want one, you're going to have to head down to GM as soon as you can and kind of put down a deposit because the supplies are going to be limited, especially where we live.

So I think that's going to be the situation for the next couple of years, no matter which electric vehicle you decide to buy.

And it's going to be at least two years before I get a base model of the Equinox.

But let's say I have a four year loan or four year lease of a Bolt.

Maybe leasing is the way to go because the Bolt could be under severe price pressure.

Right.

If the price does go down and I bought the vehicle, then I've got like a dud on it when I'm trying to sell it in three or four years to get an equal option, but at least would give you a sort of a guaranteed buyout price or something.

Yeah, but at least they're not too sexy with their offers on the leasing right now.

So I really don't know what to do.

So I got a message from my son at his geology class.

It's not basic geology, it's engineering related.

Geology is something that requisite that he's taking.

And he says the prof was going on about not having enough lithium.

Like this was the day that California solidified their 100% electric vehicles by 2035.

Well, he says there's no way, no way in hell, because there's not enough lithium.

He's a geologist.

He knows there's not enough lithium.

That's not true, though.

No.

From what I understand, and I'm not a lithium expert, but apparently you are, it's not so much that there's plenty of lithium.

It's the processing of the lithium that's the difficult part to make it usable for batteries.

Yeah.

So I looked it up, and I found some sources in the journal Nature, and lithium itself is not scarce, as you said.

But a June report by Bloomberg New Energy Finance estimated that the current reserves of the metal are around 20 million tons.

And that's not enough to carry the conversion EVs through to mid century.

So the actual amount there, it's the refinery of it, the mining of it.

He said it takes ten years to mind to get well.

Do your math.

It's more than ten years away, and we're going to have a story later about the solar supply chain going gangbusters enough to actually beat climate change.

And where there's a will, there's a way.

And this is what's happening.

Solar is ahead of everybody else.

But batteries are coming now and there's money to be made.

So presumably if there's money to be made, it seems possible that there will possibly be some lithium bottlenecks where we won't have all that we need.

There was an announcement from Tesla recently that they are trying to get a lithium mine or processing plant going in Texas.

So the fact that Tesla is getting into it indicates that, you know, maybe they are worried there's not quite enough lithium, but it's all part of the ramp, so I'm not worried.

But, hey, I'm not a geology professor, and we're also going to talk about Tesla having an advantage because five, seven years ago, musk was talking about lithium and he was on top of this, wasn't he? No, I mean, this is the advantage of Tesla, is they've been working on all of these things for at least a dozen years now.

They've got a nice head start in figuring this stuff out.

We were just before we went to record, there was a threat in California of power blackouts, wasn't there? Yes.

So they've got a crazy heat wave going on there and they were predicted just at the time that we were recording.

They had managed to stave off blackouts for the previous couple of days, but it was all coming to a head just as we were recording our show last week.

And they saved the grid.

And how did they do it, James? They sent out a text message alert.

Yeah.

And Brian? It worked.

It totally works.

It's a crazy thing.

It worked.

People said, okay, I will turn off my draw up for a couple of hours, or whatever they do in California.

And it worked.

Yeah.

No, I thought that was quite remarkable.

There was some graphs posted online of, like, exactly when the text went out and how power dipped.

Obviously not everybody's going to listen to that, but that is one of the advantages of everybody having a cell phone here in our province.

We had a bunch of emergency alerts for safety reasons a couple of weeks ago, and they were quite alarming to get.

Definitely necessary for everybody's safety.

Certainly I want to be informed and stuff like that.

So if you and I were living in California, we would absolutely have gone and turned off some lights, turned off some power hungry things, and clearly enough people think like us and did that as well.

So I've got a pool pump running, right? Yeah, it's about 1000 watts.

Wow.

Yeah, it's not fun.

Swimming pools are not the most environmental thing there, but heating, although you do run yours with thermal solar panels.

I heated with solar, yeah, but there's chemicals and water.

I should probably do an assessment of that and compare it to having a hot tub, because maybe a hot tub is more my thing.

I like the freedom from gravity, Brian.

That's what I've been really enjoying the last couple of years is the freedom from gravity.

The fatter you are, the lighter you are in water.

So I figure I wave it as much as I would on the moon.

And can you put a bunch of salt in the water and be even more buoyant? You could, but I wouldn't be able to touch the ground and I don't think I would be walking around floating like a bob, bobbing up and down like a buoy.

That's a horrible sight, especially in my speedo.

I just bought a bunch of chemicals even after I closed the pool, because I had to.

I have to keep it treated until it freezes.

And then in the spring, I have to treat it again and kill all the LG.

You have to do that with a hot tub, but it's less.

But then you heat it.

And I can't heat it with heat, with solar panels, but I can't heat it with my thermal heating.

Anyway, the pool is closed in winter is here.

And that emergency alert that we had, a Saskatchewan resolved itself.

The person was caught and died in custody, for what it's worth, but I won't dwell on that.

The fact is, Brian, 500,000 homes in California and businesses have been warned that they might lose service.

And within five minutes it was all but over.

That's all tough.

It's five minutes.

Maybe people are more conscious of energy demands these days.

We never used to think about it before, but maybe now it's not such a crazy thing to send in a text.

Yeah, I mean, I think maybe they'd run into problems if they were sending out one of these alerts every couple of days.

Eventually people would get tired of it.

But if they can limit themselves to once or twice a year, then they can keep people's attention and they'll do it.

Maybe we'll have smarter homes.

Like my pool pump runs on a smart timer, a smart switch.

Maybe if I connected that to the power utility and allowed it to turn off, things like that, I don't know what else it would be.

My air conditioner thermostat goes up a degree.

Yeah, something like that.

Well, actually, Apple has announced a new feature coming, I think with the next update of their iOS, their mobile software is apple is actually going to have a thing where your phone will only charge when there's the maximum amount of green electricity on the grid.

They're going to figure out that's cool.

Why don't we have a story about that? What's wrong with you? You're the apple guy here.

This is it right now.

Sorry about it.

Tell me everything.

Presumably it will figure this out for each jurisdiction because the grid is different every place.

But yeah, it'll figure out when there's the most green power on the grid, and it will only charge your phone during that time.

See, phones take a lot of power now.

They take 20, 40, 50 watts, some tablets take 100 watts.

Yeah, that's getting a little bit more serious, especially since we don't have 100 watt light bulbs anymore.

We have Led light bulbs.

No.

And when you think about pretty much every single human being in North America has a smartphone.

That's a few hundred million smartphones just in North America.

So, yeah, that's a lot of juice when you add them all together.

But I've said this before on the show, that I wanted to know when is the greenest time to charge my car? Because we live on a power grid that has 45% coal, something like that.

And I want to know, is there more hydro in the mix at three in the morning than, say, if I plugged it in and charged it at seven in the night or something, or even during the day, the business day, and I couldn't get a response from the utility source power.

I want to know that.

I don't know if they know that.

I hope they know that.

But yeah, that's a very interesting question.

So we'll have to see if Apple figures out our jurisdiction.

Yeah, I'd be curious.

Maybe they'd listen to Apple and not you.

Well, maybe Apple figures it out and then I'll learn from that.

And you will know when to charge our cars, because all electric cars have preset timers on them that you can do.

A lot of them you can do from an app.

And I don't have an app for mine because I bought the base model, but I do set a timer on it every time.

Millions of Californians, though, received these alerts that the grid was apparel.

Millions of them.

Right, interesting.

I just wonder, though, if we can integrate our homes into the power grid better, because we're getting smart meters on our house.

So that tells the utility what's going on faster in real time.

And maybe they can say, well, Joe Schmo at 205th Avenue uses a lot of electricity between five and seven, and he's crashing the grid.

Maybe he could find something to cut down on, and maybe they wouldn't send an alert to somebody who has a trickle of electricity because they're gone during that time.

Well, that makes me want to skip ahead to one of the stories we were going to have this week again from Bloomberg.

And this is about negative power prices.

And I've heard about this in the UK and in other jurisdictions, but I didn't realize it was happening quite so much in the US.

And so this definitely relates to what we're talking about now.

I think basically what you're just asking about here is basically the grid just isn't smart enough yet.

It will eventually get there, and it's also not interconnected enough.

So in the US, there is seven different utility grids and they're not all connected.

It's basically seven regions of seven grids in certain places at certain times.

There's excess wind and excess solar.

So much so that they have too much power at certain times of the day.

This results in negative pricing and encouraging people to just use extra power.

And if the grid was further developed, was smarter, there's more home batteries connected to the grid, there's more EVs connected to the grid, and all of those can go either into the grid or out of the grid.

That's going to eliminate these problems.

So once you start hitting negative prices, boom, that's when your car charges.

That's when your home battery charges.

And it's coming, it's just going to take a long time.

I thought we'd talk a little bit about Tesla this week because there's a lot going on and it's kind of interesting.

One thing that I'll start with is a bit of information I learned on Twitter, and that is, you know how supercharger pricing is creeping up, right? It's getting more and more expensive all the time that Tesla sets the price for the superchargers.

Yeah, it was super cheap.

When I got my car two and a half years ago, it was almost nothing, just a few bucks a charge.

And now it's more like 15, $20 a charge, which is annoying, but it's still way better than gas.

And it is what it is.

Well, now they're saying that it's now the equivalent of a 30 to 40 miles per gallon gas car, which isn't even that great because the Prius is 50 miles per gallon.

So it's saying it's like that.

Yeah, that's supercharging.

By the way, November, you don't always supercharge.

You mostly charge at home if you can.

Yeah.

So that's the caveat there.

Yeah.

So, yeah, it sucks to pay that much when you're on the road, but still way cheaper than gas.

Yeah.

And electricity is usually a lot cheaper at home.

Plus, if you're like us, you have the option of making it even cheaper by if you can invest in some solar panels and you have a good enough situation with your local utility.

Yeah.

Martin Avisa, the vice president of investor relations at Tesla, said Monday during the presentation at the Goldman Sachs tech conference in San Francisco, tesla currently has all the supply it needs.

This is courtesy of Business Insider.

This is an interesting statement.

This is a shift from Tesla is always supply constraints with their batteries.

Now they have all they need.

What happened? Well, it's just all that groundwork that they laid is starting to pay off, which is they basically just saw this coming before everybody else.

And it's an obvious thing to you and me, it's like, okay, well, the world needs to get off oil.

So what do you do? You do the math and it's like, well, guess what? We need an insane number of batteries.

And Tesla figured this out ten or possibly as much as 20 years ago.

And so they've been working on this problem for ten or 20 years, and they're just far ahead of the game because that's always been their ethos.

It's like, well, no one else is doing it, so we have to do it ourselves.

Since they were the first ones up to bat, as it were.

So they've just got a big head start, and the other players are figuring it out too.

And as we always say, there are announcements every week of new battery factories and such.

So as a Tesla investor, it's great news that they are not constrained by battery supply.

They're buying them from everybody that will sell them CATL and panasonic.

And as well as starting to ramp up their own batteries, we're hitting the S curve of EV adoption, and it is constrained by supply.

Yeah.

If I want to order the bolt, I have to wait months and stuff like that.

It's not just a chip shortage, right? Yeah.

And I think there is still a bit of a chip shortage.

So they didn't say, like the last I heard was that the chip shortage was the limiting factor for Tesla.

They had enough batteries, but they were still a bit iffy on the number of chips.

But this more recent statement suggests, okay, well, maybe they've got enough chips now.

Well, the statement says, for the first time I can remember, we can access all the supply we need for both businesses.

This is something startling as well.

The price of manufacturing is only 42% of what it was five short years ago.

And it's not due to battery prices falling as expected.

It's due to factory design and large castings, like making one large piece of the car instead of a whole bunch of little ones.

Efficiencies.

Like that.

Yeah.

All the stuff they set up ten or 20 years ago is starting to pay off.

That also makes me think they're making a killing on the markup.

So the cars that they make in California at Fremont are a lot more expensive than China.

Obviously, Santa Monroe thought they'd be 20% less than China, but they say also in Germany, they're cheaper to make in Germany as well.

Yeah, just because it's the new factory with the new design.

Their original factory in Fremont was something that they bought from somebody else and kind of had to repurpose it, and that kind of gave them the knowledge to, okay, if we're going to build this stuff from scratch, what's the better design, the more efficient design? And that's what they've got in Texas and Berlin and wherever else they might be building in the future.

Yeah.

So we have Tesla factories in China, in California, in Austin, Texas, and in Berlin, Germany, and who knows where else down the line.

But those are the main ones that are coming online and starting to hit their stride in production, right? Yeah.

And really, I think that would be the case if any Automaker was kind of starting up.

Now, the problem that the legacy Automakers have is they've been in business for 100 years and they've been doing things a particular way.

The businesses have grown in a particular way, and they don't have the luxury of just blowing everything up and starting over again and building new factories.

They've kind of got a jerry rigged as they go along.

So that turned out to be Tesla's big advantage, was the ability to start from scratch like that.

Of course, it meant they nearly went bankrupt several times, but once they passed, once they got over the hump, it's all gravy from this point.

Well, I thought it was interesting to know that 10% of the batteries are going into storage, because we had an email about that last week.

I think there's an insatiable demand for storage as well.

Obviously, it's just a matter of price.

When the price hits a certain point, it's going to go crazy because the grid is greening and we need that storage.

For yes, and from what I understand, they would maybe do more than 10% of the batteries to storage, but the profits are just way better in the cars.

So 10% is all they can manage right now, but eventually more batteries, more grid stores, etc.

For so you're basically just selling the batteries with a little bit of equipment, whereas the car is the batteries with a lot of equipment.

And so the mark up comes from the bigger spend.

So, yeah, it's quite remarkable.

And it makes me think that the other manufacturers might be further behind than I thought, which is good if you're a Tesla investor like yourself, because the demand for electric car, man, I tell you, I see so many Teslas, I keep thinking it's you.

And it's never you.

It's never you.

No.

I was driving with my partner the other day and I said, look, I have an announcement to make.

I'm now going to stop pointing out every Tesla that I see because it's just become too annoying.

I used to do that.

Hey, there's a Tesla.

Hey, there's a Tesla.

No more.

So, yeah, if you're new to the podcast, full disclosure, I am a Tesla investor.

Yeah.

Wow.

That's actually a big announcement, Brian, because I haven't stopped doing that, and my daughter hasn't stopped doing that.

And sometimes she'll text me Tesla.

That's what she'll say in the text.

It's the punch buggy of our time, really.

Exactly.

So the supercharger, version four is apparently being set up in Arizona with a mega pack.

That's the grid size, truck, container size, storage of batteries, and solar, which is something that Elon has been promising for years, that all superchargers would have a solar installation either adjacent to them or right on top or around them.

No, that makes sense.

We always see those renderings of the car park of the future where there are solar panels.

You park underneath to protect your car from rain, but you also get some free solar charging.

So eventually I think most car charging spots will include some solar.

It's probably never enough to actually fully supply the cars, but that's fine.

So we don't know the speed, the maximum charge rate of these new chargers.

In fact, has there even been an announcement on it? I mean, what do we know? No, we don't know too much other than these are going to be prepared for cars other than Tesla's.

More so than the other ones.

There was going to be maybe a second cable, but now it's sounding more like it would be an adapter.

There will be an adapter included with each one.

So we think every Tesla charger can be adapted to charge non Teslas, but these ones are going to be designed that way.

I wonder how they'll do that with the adapters so people don't steal them because they're worth hundreds of dollars.

Yeah, hooked on with a wire or something.

I don't know.

Maybe lots of video cameras, too.

We don't know the charge speed, but what's the maximum charge fees of the version three? It's currently 250, but we believe that even on the version three chargers, they can probably up it to 300, 350, but they haven't done it yet.

So most of the third party chargers that are out now, let's call them non Tesla chargers, do 350 like the Electrify America or they are capable of they don't do 350, but they're capable of it.

That 1350 is not too difficult to get to that's based on the voltage, I think.

So supercharger V four is out and I guess they'll start testing them and maybe announcing what exactly they do.

Everybody sort of expects that they'll bump it up a little bit, maybe perhaps for the cyber truck.

What do you think? Yeah, like up to just 350 kw or something.

Yeah.

My car is limited to 170.

Have not found that to be a real problem on the highway trips.

So I think 250 is fine, 350 is fine, whatever they can do.

So they're cranking out tesla's cranking out 6500 power walls.

This is the battery packs for home storage a week and 9000 battery packs a week in Nevada.

The battery packs are 9000 in Nevada for vehicles per week and 6500 power walls.

That's pretty good.

People are going to start buying these suckers and battery prices have to go down at some point if we don't run out of lithium.

Geology professor they're testing new side repeater cameras with a wider field of view.

What do you think of that? What's the deal with that? Is it anything to do with self driving improvements? Or is it just a feature for coolness, for having a better surround view of.

The car? I would think it's probably both.

I mean, there's always going to be upgrades, there's always going to be new camera modules available, so why not move to the new ones? This is the Clean Energy Show with Brian Stafford and James Whittingham.

Every now and again, Brian a Twitter thread.

Blows my mind, blows my little head.

And this is one of those Twitter threads.

It was from David Fickling, a Bloomberg New Energy opinion writer for Bloomberg.

He says that solar is on an unstoppable path to solve climate change.

And this is something that he didn't know.

He's not telling us that.

He said he looked into it, he talked to all the analysis and found out that solar is going gangbusters.

And not only that, but it's enough to solve climate change on paper and then some by 2050.

This is where we have to get to by 2050.

He says there's more than enough being built now, basically, to be easily on that path.

He says the energy supply to solve the climate is already under construction right now, and it's enough even if the current factories only run at 70%.

So it's not like everybody's going to 100% and steam is coming out of the buildings and people are running around.

It's like casual 70% is nothing.

Anybody who runs less than 70% is not profitable.

So he says, I was absolutely astonished to discover this.

The solar supply chain we need to reach net zero is already under construction.

Current planned and under construction capacity for solar poly silicon industry would be sufficient to support a solar sector producing nearly one terawatt of PV panels every year.

That's 1 TB every year.

So new solar only generates about 20% of the time.

Okay, this is for reference.

Nuclear does about 90%, 50% for coal and gas and offshore wind, which surprised me.

I thought offshore wind was a bit better than 50%, and it's 35% for hydro.

And onshore wind, 35% for hydro.

I always grew up with the belief that hydro was a constant.

They always say hydro is like a base power, but we're finding out with climate change and droughts that it's not and also seasonal.

So it's not.

So if hydro is only producing 35% of the time, of course pumped hydro works as battery storage because you just pump it back upstream.

You lose 20% of your energy doing that, but batteries lose something in the hand off, too.

So, yeah, it makes sense.

Pumped hydro is hydro that doesn't depend on nature.

This is one terawatt.

It's equivalent to 5.8% of annual global electricity consumption.

That's right now, right now, every year we are going to make 5.8%, almost 6% of global energy production in solar alone, starting very soon.

Not in the 20, fourties very soon.

That's amazing.

To give it in a bit more context, he said the IEA last year worked out what you need to do to get to net zero this is the International Energy Agency.

We worked out last year what you need to get to net zero by 2050, which is our target for climate change, to keep it at 1.5 degrees of warming and start to bring global warming to a halt.

Instead you would need an average of 63 year installed between 2000 and 32,050.

And he says one of solar alone is getting output now very soon.

Under the construction is there to have one terawatt every year.

So current polysilicone capacity construction is about $20 billion more than the current production at factories and constantly underestimating growth.

Five years ago, the IEA estimated what the solar capacity production would be right now and they are 40% low.

And it's the big underestimate of everything we do talk about on this show.

So regulatory roadblocks, though this is caveat, are likely to be bigger bottleneck than the supply chain because wind has a lot of regulatory roadblocks and bottlenecks, I guess things like that.

Mining too, like we were talking about lithium.

Part of it is the permitting process for processing lithium and most panel construction production rather is in China.

So political issues could arise.

But the gold rush on poly silicon will likely cause prices to crash even further.

So this is very positive for the world and it's hard for us to say that the technology and prices are going to solve climate change because the people who are at the forefront of that are hopeful.

But it's just hard to say that.

But it seems like there is a lot of positive news and this is basically the thesis of our podcast that prices of the technology we talked about is going to change the world and perhaps save it.

Yeah, clean energy will win because it's better and cheaper.

High temperatures are making people angrier online.

So this is another article from Bloomberg.

Somebody did a study about when temperatures rise above 30 degrees Celsius or 86 Fahrenheit, hate speech increases on social media when the temperatures go above 30 Celsius.

You're kidding.

This is maybe not too surprising.

I mean, people get hot and they get angry.

Actually makes me think of you remember do the Right Thing, the great Spike Lee film from 25 years ago or so.

That film takes place on the hottest day of the summer in Brooklyn, right? Yeah.

Tempers start to flare because it's so damn hot.

And so I don't know, it's maybe just common sense, but somebody did a study and this is a thing that you can measure.

You go on social media and you can evaluate the posts and absolutely more hate speech and bad behavior when the temperatures rise.

And with climate change, the temperatures are going to be rising more often.

You know, whenever there's the first hot day of a season or a hot day after a cold snap, I find that people have road rage around here a lot.

Yeah, the speeding and I think the police should model on forecast and other traffic enforcement.

Brian, it's time for what do you think? What do you think? This is where I asked Brian what he thinks about topics that I am unsure of.

BMW confirms it will adopt Tesla's four six, eight cell format pledging billions of dollars for six global factories.

What do you think? Yeah, it sounds like a smart idea.

I wasn't sure everybody was going to adopt up the Tesla 46 80 sell.

I mean, it'll still be one of many, I guess, but it's a very new form factor.

So interesting that other people are adopting it.

Electrify America is rebranding it's 350 kilowatt and 150 kilowatt fast chargers and the one will be hyper fast and the other will be ultra fast.

Do you know which one is which? I don't know.

I think those names are useless because who knows what's faster, hyper or ultra.

Tesla solar now has to come with powerwall.

So if you buy solar from Tesla, you have to get a powerwall with it, which aren't cheap, by the way.

There are thousands and thousands of dollars.

I don't know why.

What do you think about that? What's the point of that? Well, I mentioned it has to do with their limited ability to they've had some difficulty expanding their solar, so I don't know, they've crunched the numbers and they can only serve a limited number of people anyway, so they might as well do it the way they want to.

Elon Musk still says that 6 billion Tesla FSD full self driving beta miles driven by consumers like yourself are necessary for global regulatory approval.

Do you know where they're at now? What does that mean? Yeah, it just means there's a lot of miles before it's going to work or what? Yes, I'm surprised that there's any kind of a number attached to it.

I mean, the main thing is the software has got to work, so who knows how many billions of miles they're going to need.

And they can't process all the data from all those miles, so yeah, I'm not sure what that means.

All right, let's briefly dip into the mail bag, Brian.

And also the lighting round is coming up later in the show where we'll skip through the rest of the week's headlines.

Dear Clean Energy Show, I am an autistic boy named Name withheld to talk about ammonia and hydrogen vehicles in your podcast.

Here are some videos about it.

And he gave us about 90 links to YouTube videos.

And I'm not even exaggerating, there is dozens and dozens of links that he gave, which is great.

And he says, credit me under the alias Clasol Blano for giving you the suggestion and the research, please.

Fame isn't for me.

Have a nice day, gentlemen.

That's one of the problems when people write into the podcast, Brian, is fame, instant fame that you have to deal with.

And fame is not something for everyone.

We understand that it's very fleeting.

Very fleeting, yeah.

But I definitely want to know more about ammonia and hydrogen.

Those are both interesting possible things that can be done green in the future.

Absolutely.

And we will use some of your research and look at it.

And we are hoping to know more and talk more and have some interviews coming up as well, perhaps.

So we like to hear from you.

Contact us cleanenergyshow@gmail.com.

We're on Twitter and TikTok.

Hello.

We're everywhere.

Brian, don't forget our YouTube channel and our Speak Pipe Cleanenergy Show is our handle on Speedpipe.com Cleanenergy Show.

And now, of course, it's time for the lightning round.

It's time for the lightning round.

A fast paced look at the week in clean energy news.

And Brian, this week, this year, rather, germany moved to a goal of 100% renewables by 2035.

They doubled the goal for onshore wind, tripled solar goals, quadrupled offshore wind guards, all in the space of a few weeks.

Thank you, Russia.

Thank you, Putin.

Yeah, that's working out great.

Under the climate change file, unprecedented floods killed 1400, injured 13,000, and damaged 1.17 million homes and destroyed another half million more and washed away livestock and crops in Pakistan, something we haven't mentioned on the show and is under reported in the news.

Perhaps we did mention it briefly a couple of weeks ago.

I know, but it's true.

This is a massive story and all of our thoughts to people in Pakistan dealing with that horrible tragedy.

And it's time for clean energy.

Class Fact.

Brian, a single Tesla megapack.

That is the semi truck size utility megapack and hold enough energy to charge how many Tesla vehicles? 40.

That's not bad.

I mean, the battery packs and cars are pretty big, so, yeah, that's good to know.

From Electric Autonomy, Canada.

Toronto Fire Services, Canada's largest municipal fire department, is buying his first electric pumper truck.

Unfortunately, it'll cost twice as much as a standard one, $2 million.

What do you think of that? Wow.

I mean, more upfront, but probably cheaper in the long run.

That's usually how these things work.

They told electric Autonomy, Canada.

North American firefighters prefer something bigger and more traditional looking in the fire truck department.

So we decided that we were going to build a truck that looked and felt like a North American fire truck, which sounds like it's overbuilt and it's just going to run an electric instead of diesel.

Well, time for another clean energy show.

Fast fact.

In 2020, 70% to 80% of lithiumion battery costs were raw materials this year, but in 2010, it was only 20% to 30%.

So, yes, the rest of the battery has come down the raw materials, not as much.

But that just goes to show you that making a lot of batteries reduces the prices.

Interesting.

From Bloomberg, the United States is estimated to host about a third of global crypto asset operations.

And get this, it currently consumes about zero 9% to 1.7% of total US electricity usage.

Yeah, turn off your crypto in California when the power might go out.

Guys, that's the first thing you should start in a clean energy future.

Not a big deal, but right now, we don't need that.

Panasonic scoped two potential sites in the United States, kansas and Oklahoma for a $4 billion investment in a new lithium ion battery assembly plant likely to support Tesla EV assembly in Texas.

They initially selected Kansas, but after the big biden bill, the IRA, the Inflation Reduction Act passed.

They said, what the heck, why not both they doubled it.

They doubled just like that.

There you go.

Sign of the time.

It's not the future, it's now.

No more coal ruling.

The EPA recently announced the living of millions of dollars in fines against companies for selling equipment designed to circumvent pollution controls illegal under the Clean Air Act.

And I say, God bless you.

About time.

We don't want any more damn coal.

Related that is our time for this week.

We like to hear from you.

Contact us.

As I said, our email is Cleanenergy show@gmail.com.

Get out your typewriter now and send us a message.

We're on Twitter.

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Don't forget to check out our YouTube channel because we are there in visual form and you can leave us a voicemail@speakbite.com cleanenergyshow.

And we will mention your birthday on your birthday.

And if you're new to the show, remember to subscribe to our podcast us, because every week you get more of this great content.

And God save the king.

See you next week.

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