Brian Lynch

[Brian Lynch @SolarBLynch]

@clawrence I’ve ingested so many Dots in the last year I’m 6% MSG. So incredibly good.

[Brian Lynch @SolarBLynch]

@ewesoff @CanaryMediaInc “Maxeon and SunPower picked an odd time in the solar business cycle to falter”

Way below cost modules flooded across the market doesn’t make it odd at all.

[Brian Lynch @SolarBLynch]

@zachcoelius @justintweeting @elonmusk It was always there, just not as visible to the public.

[Brian Lynch @SolarBLynch]

@NateSilver538 Prior toxic ownership of Commanders will take some years to recover. Washington was a prideful football town for many many many years.

[Brian Lynch @SolarBLynch]

Just listened to this episode and it’s a fascinating story on so many levels (whether or not you’re a DER wonk). Add it to your pod queue.

[DER Task Force @DER_Task_Force]

This pod with @solar_chase is one of the most fascinating we’ve done.

A wild story is unfolding in Pakistan. The country is now the globe’s third largest importer of Chinese solar panels, but none of the resulting projects are visible to the national utility.

[Brian Lynch @SolarBLynch]

@EBoKnowss Povich will continue to improve (unless you’re proactively assuming he’ll have TJ in June)

[Brian Lynch @SolarBLynch]

@RollingWithRoc @ObuOrioles Came here to say it’s for Omar’s whistle!

[MLB @MLB]

WHAT IS HAPPENING

[Brian Lynch @SolarBLynch]

@OriolesStatist1 This game is WILD

[Brian Lynch @SolarBLynch]

@Ask_Spectrum a week after Spectrum does a big mea culpa about bad service and bad plans I catch them cramming my bill. Express trip to an @FCC complaint. Incredible.

[Brian Lynch @SolarBLynch]

@Orioles Expert level trolling right there.

[Brian Lynch @SolarBLynch]

@kevinnbrown as a fellow Newhouse alum I appreciated your framing and impactful interviews last night. Tuition well spent sir.

[Brian Lynch @SolarBLynch]

@Orioles Hang this in the Louvre!

[Brian Lynch @SolarBLynch]

@OriolesStatist1 100%. He’s done.

[Brian Lynch @SolarBLynch]

@EST_wtf @givexperience @NateSilver538 Thanks for this. I have thoughts and appreciate your on the ground views. Very curious to see if this shows up in any way in the polls.

[Brian Lynch @SolarBLynch]

@JesseJenkins @JohnSmillie42 In re to RIT; RIVN focused gen 2 production on R1S, where there’s higher demand. They focused on selling out Gen1 before building Gen2.

Likely a near term aberration in data.
And despite the name I don’t think the market is the same for true pick up truck buyers and cyber.

[Brian Lynch @SolarBLynch]

@sfj8888 Was a bogus call

[Brian Lynch @SolarBLynch]

@KyleCherrick Maybe we should East Coast / West Coast this at the solar battle of the bands.

[Brian Lynch @SolarBLynch]

@JesseJenkins Heavily influenced by tax treatment of TPO systems where the step up cost basis is reported.

That’s not to say soft costs aren’t a huge problem in US DG solar. But the cost of capital is the single greatest driver.