MJ Shiao

clean energy supply chains and manufacturing w/ @USCleanPower. recovering engineer, @UDelaware blue hen, masochistic cleveland sports fan. views my own etc

[Artealia Gilliard @ArtealiaAmanda]

“The four states with the highest renewable generation all saw prices drop this year, and the 10 states with the lowest renewable penetration have all seen their prices increase. So the President is simply incorrect,” @USCleanPower @JasonGrumet. https://t.co/BkHCK5bjVM

[Jason Grumet @JasonGrumet]

When government officials start PR campaigns claiming something is not their fault… It’s their fault. Obstructing the fastest growing source of American power during a period of high demand is going to hurt consumers.

[MJ Shiao @solarmj]

@SolarInMASS Lots of the new Chinese investment is commodity capacity vs innovation. I never made a distinction between Chinese and non-Chinese? My point is that those Chinese manufacturers pushing 30% efficiency are the ones saying it’s unsustainable oversupply that is hurting the industry.

[MJ Shiao @solarmj]

@SolarInMASS Eh, it’s a balance. Supplier viability is important. Oversupply disincentivizes investment into innovation and long term decision-making.

Also, you can disagree with Scott w/o questioning his bona fides. He’s done far more to advance the industry than the chatterati here.

[MJ Shiao @solarmj]

@duncancampbell The gigayacht

[Mike Munsell @mikemunsell]

10 years ago, @ewesoff riffed with Bill Walton at a GTM event.

Wesoff: “I want to start out with a confession…I’ve been to 100 dead shows and have seen the back of Bill’s head at many of them.”

Walton: “Now why would that be a confession? That should be a badge of honor”

[MJ Shiao @solarmj]

y'all can apply this to whatever you want but a reminder to all that 100% of 0 is still 0.

[MJ Shiao @solarmj]

@russellthor @SolarInMASS I agree. In a world where land, interconnection, commodities, etc. cost are going up, the pure c/W savings is less impactful than cost reductions or higher performance driven by efficiency. There’s a better case for tandem junction perovskite than single junction

[MJ Shiao @solarmj]

@solar_chase Also, avoiding the call where the smug client says “you finally listened to me!” in awkward half jest.

[MJ Shiao @solarmj]

The biggest positive of the 201 bifacial exemption revocation is never needing to explain a "bifacial solar module" to a gov affairs person ever again...
https://t.co/k3mKZ7F2ol

[MJ Shiao @solarmj]

@SolarInMASS Omg i wasn’t reading closely and assumed solar 🤦‍♂️

[MJ Shiao @solarmj]

@SolarInMASS Because everyone is moving to n-type and p-type demand is evaporating.

[Jason Grumet @JasonGrumet]

Regular @Coachella 2024: @NoDoubt, Lana Del Rey, @tylerthecreator, @DojaCat

Clean Power Coachella 2024: 40 Clean Power CEOs, @DavidJUrban, @donnabrazile, & sharks from @ABCSharkTank & more.
https://t.co/La7CcnxIXj

[MJ Shiao @solarmj]

Oh snap. New solar AD/CVD dropping one day early. The sophomore album was underrated and the third album with the new frontman got super weird. Let’s see what the fourth effort brings - I hear it’s their most ambitious yet.

[MJ Shiao @solarmj]

@stefanjarnason @JesseJenkins @RicOConnell8 Question was about the delta for US resi vs other countries. US customer acquisition costs are and have been the biggest soft cost category for over a decade. There is a laundry list of reasons why resi is costs more than other segments, interconnection being one of them

[MJ Shiao @solarmj]

@solar_chase @JesseJenkins @GregNemet @l_diaz_anadon Not to quibble but feels like there are lots of lurking variables there. Very few fixed tilt projects in the U.S., as a general rule of thumb utilized for smaller projects in snowier regions with higher costs of living. All those mean relatively higher costs on a per-Watt basis.

[MJ Shiao @solarmj]

@alexbhturnbull @JesseJenkins Completely different technologies, manufacturing processes and supply chains.

[MJ Shiao @solarmj]

Back in my day, we had to get fully dressed for school and stay glued to the news ticker starting at 6am in hopes of a snow day. Kids these days have it easy with advance text and Facebook notifications the night before