Chinese EVs Dominate Worldwide, Blocked only by US Tariffs
Chinese EVs haven't entered the U.S. just yet (thanks to our 100% tariffs). But in the rest of the world (literally), they're taking over. And this includes our neighbors to both the North and South. Michael Dunne (@dunne_insights) walks through the latest on @CatalystPod https://t.co/kklFZfpIG6
Solar Electricity Cost, Not Panel Price, Drives Value
This. It is the cost of solar electrons that matter, not the cost of solar panels. And those two costs do not always move in the same direction. Innovation needed (and coming) on form factor, system design and automation.
Future Power Electronics Will Eliminate Legacy Equipment
Listen up! Incredibly fun conversation with my friend @baglino of @heronpower on power electronics, from a history lesson to a tour of all the things we'll soon be able to delete in solar, BESS and data center power equipment https://t.co/Zm2MVanCS0