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In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China's innovation pace keeps accelerating while Western automakers scramble to respond. Xiaomi's YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China's most competitive EV segment. Meanwhile, Tesla's domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.The hosts also unpack XPeng's viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip's rising importance, and XPeng's “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty._____________________They also hit:
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1203: Autonomy expands its EV subscription fleet with new brands, Foxconn doubles down on becoming a global EV battery powerhouse, and the U.S. labor market enters a “Great Freeze” that's keeping both hiring and firing on ice. Show Notes with links:EV subscription company Autonomy has secured $25 million to add more than 1,200 vehicles and broaden its lineup beyond Tesla.Autonomy operates a subscription-based model where customers choose an EV in the app, pay by credit card, and receive delivery through dealer partners.New funding brings in Polestar and Volvo models, plus updated Tesla Model 3 and Model Y variants.Recent model-year and off-lease CPO EVs are being added to offer more price points for subscribers.Dealer partners handle delivery—Galpin Motors will lead the Polestar rollout in L.A. using a Deloitte-built digital experience.“Our goal is to make getting a car as easy as streaming a movie… on the customer's terms,” said founder & CEO Scott Painter.Foxconn—the same company that builds your iPhone—is rapidly reinventing itself again, this time as a global battery supplier capable of powering future cars, buses, and data centers.A new $193M battery plant in Kaohsiung is ramping from 0.5 GWh to 1.2 GWh next year, supplying commercial vehicles now and passenger EVs in 2025.Foxconn says it can replicate its full, automated, 85% in-house battery supply chain anywhere in the world, creating local supply for OEM partners.Its EV lineup is expanding (Model C, B, D, E, A), and the company has its first U.S. customer for the Model C—awaiting North American certification.Partnerships are multiplying, including a new electric-bus venture with Mitsubishi Fuso using Foxconn-built battery packs.“We can duplicate this anywhere and scale up,” said Troy Wu, global battery strategy lead. “Customers are looking for one-stop shopping.”A chill has settled over the American labor landscape as companies avoid both layoffs and hiring, creating what economists are calling the “Great Freeze.” It's a market stuck in neutral—good for job security, not so great for career mobility.Layoffs remain low, but hiring has also slowed as companies cling to workers while avoiding expansion during economic uncertainty.Tariff questions, AI impact, supply constraints, and weak pockets like construction are all contributing to hesitancy in adding headcount.Companies are holding onto workers for stability, but a recession could break that trend. Unemployment is still low, yet job openings have fallen to 7.2 million.Career growth is stalling as workers struggle to move roles or negotiate raises in a low-turnover environment.“We're seeing employers and job seekers both trying to wait out any of tJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
NIO reports Q3 2025 earnings on November 25, 2025, just two days away, with the entire market watching whether the company can achieve its first quarterly profit in Q4 2025. This episode examines how Cathie Wood's foundational EV investment thesis is being tested by current lithium carbonate price surges and what it means for NIO's path to profitability.Cathie Wood and ARK Invest built their entire EV bull case on Wright's Law, which states that battery costs decline 28 percent for every cumulative doubling of production volume. This is not time-based like Moore's Law but volume-based, meaning more units produced equals predictably lower costs. In ARK's Big Ideas 2024 report published February 2024, Cathie Wood predicted electric vehicles would reach 74 million units annually by 2030, up from 10 million in 2023, representing a 33 percent compound annual growth rate. The key driver is falling battery costs making EVs cheaper than gasoline vehicles, with ARK projecting 1.4 trillion dollars in annual EV revenue by 2030 and 140 billion dollars in industry EBITDA.However, lithium carbonate prices have surged to 100,000 yuan per ton in November 2025, up 70 percent from 58,500 yuan in June 2025. The most-active lithium carbonate futures contract on Guangzhou Futures Exchange jumped 9 percent in a single session to 95,200 yuan on November 17. Ganfeng Lithium Chairman Li Liangbin predicted that if demand growth exceeds 30 to 40 percent in 2026, supply cannot be balanced in the short term and prices may reach 150,000 to 200,000 yuan per ton, effectively doubling from current levels.Four factors are driving the lithium price surge: First, China's purchase tax exemption for EVs ends December 31, 2025, causing consumers to rush purchases before year-end with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year. Second, energy storage demand is stealing automotive supply with China's energy storage lithium battery shipments reaching 430 GWh in the first nine months of 2025, exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs. Third, supply is stalling with China's lithium carbonate output growth slowing to 1.4 percent in November and the Jiangxiawo mine producing 65,000 tons annually or 6 percent of global supply shut down since August. Fourth, social lithium carbonate inventories declined for 13 consecutive weeks to a record low of 28.1 days turnover versus healthy levels of 45-60 days.In October 2025, Cathie Wood's ARK Autonomous Technology and Robotics ETF purchased 124,523 shares of BYD valued at 1.7 million dollars. BYD now represents 1.06 percent of ARK's combined portfolio at 14.5 million dollars. This is significant because BYD overtook Tesla in global battery electric vehicle deliveries with Q4 2024 deliveries of 595,000 units versus Tesla's 496,000 units. BYD's revenue outpaced Tesla's in 2024 and BYD recently unveiled chargers four times more powerful than Tesla's capable of 5-minute charging. Critically, BYD vertically integrates battery production by manufacturing their own Blade batteries in-house, meaning when lithium prices spike BYD controls their entire supply chain unlike Tesla or NIO who rely on external suppliers.The central question is whether Wright's Law breaks under lithium price pressure. The answer is no but it bends temporarily for four reasons: First, lithium is one input not the entire battery pack which includes cells, battery management systems, thermal management and housing, so even if lithium doubles overall pack costs might only increase 30-40 percent while other components continue declining. Second, oversupply is temporary with global lithium supply projected at 1.7 million tons versus 1.55 million tons demand leaving a 200,000 ton surplus, and as prices rise idle
NIO reports Q3 2025 earnings on November 25, 2025, just five days away, with all eyes on whether the company can achieve its first quarterly profit in Q4 despite an escalating battery supply crisis. This episode provides a critical update on the battery shortage situation that has worsened significantly since last week.The battery crisis has reached new levels of desperation. Purchasing managers from major Chinese automakers are now stationed outside CATL headquarters carrying their company seals, booking hotels nearby, and moving their purchasing offices next to battery factories. Senior executives are personally leading battery task forces to secure supply. XPeng CEO He Xiaopeng revealed he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure allocation.CATL reported Q3 2025 revenue of RMB 104.186 billion, up 12.9 percent year-over-year, with net profit of RMB 18.549 billion, up 41.21 percent. The company was operating around the clock in October with production capacity almost unsustainable. JP Morgan's supply-demand model shows power battery industry capacity utilization will exceed 80 percent for the first time since 2022.The crisis is concentrated in two areas: high-nickel ternary batteries used in premium models priced above 300,000 yuan including NIO ES8, Li Auto L8, Xiaomi SU7 Ultra, and Aito M7/M9, plus lithium iron phosphate batteries being diverted from automotive to energy storage applications.Lithium carbonate futures prices have surged 20 percent over the past month, with the most-active contract on Guangzhou Futures Exchange jumping 9 percent in a single session to 95,200 yuan per ton on November 17, approaching the psychological 100,000 yuan threshold. Since November alone, lithium has accumulated nearly 17 percent gains. Ganfeng Lithium Group Chairman Li Liangbin predicted 30 percent demand growth next year, with scenarios projecting lithium could reach 150,000 to 200,000 yuan per ton if demand accelerates.Four factors are driving the lithium price surge: First, China's energy storage lithium battery shipments reached 165 GWh in Q3 2025, up 65 percent year-over-year, with first nine months totaling 430 GWh exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs, creating competition for supply. Second, China's lithium carbonate output growth slowed to 1.4 percent in November while social inventories declined for 13 consecutive weeks, falling to a record low of 28.1 days turnover versus healthy levels of 45-60 days. Third, China's Jiangxiawo lithium mine producing 65,000 tons annually has been shut since August due to expired permits, removing 7,000 tons per month or roughly 10 percent of domestic supply. Fourth, purchase tax policy changes are front-loading demand with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year.Tesla Shanghai Gigafactory celebrated its 5 millionth battery pack rolling off the line on November 12, 2025. Tesla independently develops cell chemistry and designs battery pack structure but sources cells from CATL and LG Energy Solution rather than manufacturing in-house. This represents a hybrid self-reliance strategy. However, Tesla's October retail sales in China fell to 26,006 units, the lowest since November 2022, down 35.76 percent year-over-year and 63.64 percent month-over-month, indicating demand problems rather than supply constraints.Automakers are responding with three self-rescue strategies: First, the self-reliant approach represented by Tesla and BYD who develop their own batteries. NIO once pursued this but stopped due to huge R&D costs and is now planning to spin off its battery manufacturing department. Second, the joint venture approach like Li Auto partnering with Sunwoda
C'est une première mondiale, et elle nous vient… du cœur du désert d'Abou Dhabi. Sur une étendue de sable de 90 km², un projet titanesque est en train de voir le jour. Son nom : Khazna Solar PV. Sa promesse : fournir 1,5 gigawatt d'électricité décarbonée, sans aucune intermittence, 24 heures sur 24, 7 jours sur 7, dès 2027. À ce jour, aucune installation solaire n'a réussi cet exploit à une telle échelle.Le secret de cette prouesse repose sur une combinaison technologique inédite. D'un côté, un champ de 3 millions de panneaux photovoltaïques capable de produire jusqu'à 5,2 GW. De l'autre, un système de stockage géant : 19 GWh de batteries lithium-ion, le plus vaste ensemble BESS (Battery Energy Storage Systems) jamais construit. Des conteneurs modulaires, des onduleurs à haut rendement, et un logiciel de pilotage capable de gérer minute par minute l'équilibre entre production et stockage.Résultat : la centrale pourra lisser totalement les variations du soleil et livrer de l'énergie en continu, de jour comme de nuit. Une véritable révolution pour une technologie longtemps handicapée par l'intermittence. À pleine puissance, Khazna alimentera 160 000 foyers aux Émirats arabes unis et évitera chaque année l'émission de 2,4 millions de tonnes de CO₂ — l'équivalent de 470 000 voitures thermiques retirées de la circulation.Mais le solaire ne devient pas seulement plus massif : il devient intelligent. Chaque panneau de Khazna sera équipé d'un système de solar tracking pour suivre la course du soleil. Des capteurs IoT traqueront la température, l'humidité, les rafales de vent ou l'état des modules. Le tout sera analysé en temps réel grâce au Big Data pour optimiser en permanence le rendement. Des robots nettoyeurs et un système de supervision cloud viendront compléter le dispositif pour maintenir les performances malgré la poussière omniprésente du désert. Avec Khazna Solar PV, Masdar, Engie et EWEC ne construisent pas seulement une centrale : ils posent les bases d'un modèle réplicable dans d'autres régions du monde. Un modèle taillé pour répondre à la hausse explosive de la demande électrique, dopée par l'intelligence artificielle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
NIO announced Q3 2025 earnings will be released on November 25, 2025, before US market open, with management hosting a conference call at 7 AM Eastern Time. All eyes are on whether NIO can achieve its first quarterly profit under non-GAAP standards in Q4 2025, as promised by CEO William Li.In Q3 2025, NIO delivered 87,071 vehicles within guidance of 87,000-91,000 units, representing 40.77 percent year-over-year growth and 20.84 percent quarter-over-quarter growth. Revenue guidance for Q3 was between RMB 21.81 billion and RMB 22.88 billion. For Q4, NIO aims to deliver 150,000 vehicles averaging 50,000 units per month. October deliveries hit 40,397 vehicles, a record but still short of the 50,000 monthly target needed.However, a massive battery supply crisis is threatening the entire Chinese automotive industry's Q4 delivery targets. XPeng CEO He Xiaopeng admitted he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure supply. Reports indicate purchasing personnel from multiple Chinese automakers gathered at CATL headquarters attempting to secure battery production capacity by camping outside their sales offices.The battery shortage has three main causes: First, the purchase tax exemption for EVs ends December 31, 2025, causing consumers to rush purchases before year-end. From January to October 2025, China produced 13 million new energy vehicles, up 30 percent year-over-year, with October NEV sales exceeding 50 percent of total vehicle sales for the first time. Second, the energy storage market is booming and creating a reverse siphon effect. Q3 2025 energy storage lithium battery shipments hit 165 GWh, up 65 percent year-over-year, with full-year estimates at 580 GWh. Energy storage uses lithium iron phosphate batteries, the same chemistry used in mass-market EVs like NIO's Onvo and Firefly brands. Third, high-nickel ternary batteries for premium long-range vehicles face supply constraints due to raw material price volatility and long safety verification cycles.Meanwhile, NIO's battery swap stations in Sweden received approval from national grid operator Svenska kraftnät to participate in grid frequency regulation through the FCR-D system. This allows NIO's swap stations to function as energy storage facilities that help balance electricity demand during peak hours. Each station participating generates tens of thousands of euros in annual revenue. NIO currently operates 60 battery swap stations across Europe including 8 in Sweden, and 3,563 stations in China.This episode analyzes NIO's Q3 earnings preview, breaks down the brand mix showing Onvo outselling the main NIO brand for the first time with 37,656 units versus 36,928 units, examines how the battery supply crisis could impact NIO's ability to hit 150,000 Q4 deliveries needed for profitability, and explores how grid regulation revenue from battery swap stations could become a meaningful profit center.For NIO bulls and EV investors, the next six weeks are critical. Q3 earnings on November 25th will reveal margin trajectory, cash burn rates, and management's confidence in Q4 guidance. November and December delivery numbers will show whether NIO can navigate the battery shortage better than competitors.
L'été dernier, Tesla et Samsung signaient déjà un méga-contrat de plus de 16 milliards de dollars pour produire, aux États-Unis, les futures puces d'intelligence artificielle de Tesla. Un partenariat massif, visiblement promis à s'étendre. Selon le Korea Economic Daily, les deux groupes viennent de conclure un nouvel accord, cette fois dans le domaine des batteries — mais pas celles que l'on imagine. Tesla ne cherche pas ici à équiper ses voitures électriques : l'accord, d'une valeur de 3 000 milliards de wons, soit environ 1,8 milliard d'euros, porte sur des batteries ESS, ces systèmes de stockage d'énergie stationnaires devenus essentiels dans la transition énergétique.Ces batteries alimenteront les Megapack de Tesla, ces énormes blocs capables de stabiliser des réseaux entiers en absorbant les surplus d'électricité et en les restituant lors des pics de consommation. Contrairement aux batteries présentes dans un smartphone ou un véhicule électrique, les unités ESS ont pour vocation d'alimenter des quartiers, des bâtiments industriels, voire des villes. Elles sont devenues une brique stratégique, notamment en Amérique du Nord, où la ruée vers l'IA accroît la pression sur les infrastructures électriques. Data centers, réseaux vieillissants et énergies renouvelables intermittentes ont besoin de solutions robustes : les Megapack répondent à cette équation.Pour Tesla, diversifier ses fournisseurs est devenu indispensable. L'entreprise dépend encore très largement de fabricants chinois, un risque dans un contexte de tensions commerciales et de droits de douane mouvants. En s'associant à Samsung SDI, Tesla sécurise une production locale et renforce sa capacité à répondre à la demande croissante des entreprises d'IA, des opérateurs de réseaux et du secteur énergétique. Selon des informations relayées par Reuters, le contrat couvre trois années, avec une capacité de livraison pouvant atteindre 10 GWh par an.La collaboration entre Tesla et Samsung s'étend par ailleurs au-delà des batteries. Le groupe sud-coréen fabrique déjà les puces AI5 et AI6 destinées aux futurs projets de Tesla, du robot humanoïde Optimus au service de robotaxi Cybercab. Elon Musk salue régulièrement ce partenariat, qu'il décrit comme « une véritable collaboration », au point d'annoncer qu'il inspectera lui-même la fonderie Samsung de Taylor, au Texas. Sans surprise, l'annonce a fait bondir l'action Samsung SDI de plus de 8 % avant de se stabiliser. Les marchés voient dans ce rapprochement un moteur puissant pour la croissance du groupe coréen — et une nouvelle étape dans la stratégie d'indépendance énergétique de Tesla. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
New provisional data from EirGrid shows that 43% of electricity in October came from renewable sources. The majority of renewable energy generated last month came from windfarms, which accounted for 36% of all electricity used in Ireland. Meanwhile, grid-scale solar made up around 2%.2 Total generation from wind energy amounted to 1073 GWh (Gigawatt hours) in October, compared to 920 GWh in September. Electricity system demand for the month stood at 2969 GWh, up slightly from September.3 This compares with official metered data which shows that system demand in October 2024 was 2,877 GWh. This data also shows that 41.5% of electricity came from renewables, with 35% of demand being met by wind energy and 1.1% from grid-scale solar, in October last year. Gas generation accounted for 39% of all electricity used in October and 16% was imported via interconnection. EirGrid recently released its annual Winter Outlook which helps to inform the electricity industry and supports preparation for the coming months. The 2025/26 report covers the period from 3 November 2025 to 5 April 2026. The analysis of Ireland's peak demand over winter indicates that a 1°C decrease in outside temperature results in a 55 MW increase in peak demand, reflecting the fact that electricity demand is heavily influenced by weather conditions. Commenting on the data, Diarmaid Gillespie, Director of System Operations at EirGrid, said: "Wind energy accounted for the majority of renewable generation in October, with total generation from wind energy amounting to 1,073 GWh (Gigawatt hours) over the month. "As we would expect at this time of year, we saw an increase in demand for electricity as we head into the colder months and darker evenings. We recently released our Winter Outlook, which forecast that there will be adequate generation capacity and a reduced risk of system alerts in the coming months."
Tim Rossetti, CEO & President of Sabre Industries, joins JSA TV at DCD Virginia to discuss how their deep expertise in engineered, integrated solutions is accelerating deployment and solving key challenges for hyperscalers.Sabre is leveraging the critical knowledge from deploying over 13 GWh of BatteryEnergy Storage (BESS) solutions to bring next-level reliability and scalability to data centers.In this interview, you'll learn:● How factory integration is reducing construction timelines.● How BESS knowledge transfers to data center power infrastructure.● The trends driving demand for engineered solutions.● How AI is impacting infrastructure design at Sabre.Watch now!
Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years.
The American grid faces a triple threat: climate disasters, explosive AI data center growth, and mass electrification. Paul Gerke, Content Director for Renewables at Clarion Events and host of Factor This podcast, breaks down how batteries, microgrids, and smart grid technology provide the path forward for grid resilience and reliability.Paul leads content strategy for Factor This, the rebranded home of three legacy energy publications: Renewable Energy World, Power Grid International, and Hydro Review. He covers utility innovation, grid modernization, and clean energy deployment through both written journalism and weekly podcasting.Key Discussion Points:The three forces stressing the grid: climate shocks, electrification of everything, and AI data centers driving 30-fold load growthWhy the regulated utility monopoly model must transform to meet modern challengesHow microgrids and battery storage deliver critical resilience during extreme weather eventsTexas ERCOT success story: 50% clean-powered, handling record heat without blackoutsAir conditioning will drive more load growth than data centers over the next 30 yearsBlue Oval Initiative: Ford is building 120 GWh of domestic battery manufacturing capacityState-level leadership: California, New York, Illinois, and Massachusetts are driving grid innovationClean energy economics: 90% of new generation is renewables, winning on cost without subsidiesPolitical power gap: Clean energy invests 1/20th of what fossil fuels spend on political influenceThe grid transformation is already underway. Utilities that break down silos and adopt batteries, microgrids, and smart technology will lead. Those that resist will fall behind as extreme weather, soaring demand, and economic reality force change.You can find Paul Gerke here. LinkedIn: https://www.linkedin.com/in/paulrgerke/Factor This B2: https://www.renewableenergyworld.com/podcasts/YouTube: https://www.youtube.com/playlist?list=PLB8XYCq2Wah9nfI7olK6If7DPUZADfYnZ Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart BYD YANGWANG U9 XTREME SETS NÜRBURGRING RECORDS https://evne.ws/3WOomPY BYD PREVIEWS JAPAN K‑CAR MODEL https://evne.ws/48BImg2 CHINA NEV AVERAGE PRICE DROPS TO RMB 158,000 https://evne.ws/4qlTFiL CHINA NEV PRODUCTION, SALES HIT RECORD https://evne.ws/4qspl6k CHINA'S EV CHARGING NETWORK HITS 18.06M https://evne.ws/3JlhCGd CHINA'S EV BATTERY OUTPUT HITS 1,122 GWH https://evne.ws/4opdeos CHINA PRIORITIZES ADVANCED MANUFACTURING INVESTMENT https://evne.ws/4nW6ajs GWM TANK 400 UPDATE STARTS PRE-SALES https://evne.ws/4hn2Zir MG4 530 SMART EDITION SWITCHES TO CATL https://evne.ws/4qlToML OMODA 4: COMPACT SUV WITH EV OPTION https://evne.ws/48ZOsqT DONGFENG ADVANCES SOLID-STATE BATTERY R&D AND SUPPLY CHAIN https://evne.ws/43nG9kO NEXPERIA CHINA DEFIES DUTCH HEADQUARTERS https://evne.ws/4oRq9A7
In October 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) unpack takeaways from LME Week and what they mean for the battery value chain, including: The split views on lithium—bulls vs bears—and why inventories over the next 2–3 months will be decisive EV demand dynamics: China's scrappage scheme effects, BEV vs PHEV trends, and the surge in ROW sales driven by Chinese exports (BYD, new EU/LatAm plants) China's new export controls on advanced LFP and graphite, the West's exposure to Chinese anode supply, and the case for building an independent NMC-led supply chain in Europe/US The funding gap for battery raw materials projects and whether price floors/industrial policy can unlock capital NMC vs LFP in Western markets and the rise of mixed-chemistry packs Sodium-ion reality check—costs, performance, and supply-chain hurdles (hard carbon) vs LFP ExxonMobil's push into synthetic graphite via Superior Graphite and the potential to scale non-Chinese anode supply ESS going “gangbusters”: China's ~180+ GWh target, Middle East mega-projects, and implications for global cell availability and integrator business models
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
1021: Is your infrastructure ready to flex? In this episode of Technovation, Manish Kumar, EVP of Digital Energy at Schneider Electric, explains how buildings can become interactive energy assets with the help of AI, real-time data, and distributed energy systems. He shares the strategy behind Schneider's Energy Command Center model, which reduced energy use by 25 GWh across 23 buildings, and outlines how AI can be deployed both locally and enterprise-wide to drive sustainability and efficiency.
We are back with an epsiode packed with news for you. 00:02:21 | Italy's MACSE auction — how 10 GWh of storage cleared at rock bottom prices, why Enel dropped a smaller unit, and what thin margins and grid timing mean for delivery and the next rounds.00:13:15 | Offshore Wind — UK's permitting delays for the Five Estuaries, Outer Dowsing, and Morecambe wind farms; Poland's push to fast-track its Baltic Sea auctions amid political tension; and Lithuania's faltering tender that left Ignitis the lone bidder, exposing a fragile regional market. 00:31:51 | Green steel — Stegra's flagship green steel project wrestles with a funding gap, temporary gas use and heavier in house logistics, testing whether Europe can bank hydrogen based steel at scale. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1162: Tesla posts a surprise Q3 sales record, $1,000 car payments are becoming the new normal, Meta plans to use AI chats to make ad targeting more personal than ever.Show Notes with links:Tesla delivered a surprise Q3 record after a rocky first half of the year, beating Wall Street expectations with nearly half a million EVs sold. But with the federal EV tax credit now gone, the question is whether momentum can carry into Q4 and beyond.Tesla delivered 497,099 vehicles, topping estimates of 456,000 and reversing two quarters of declines.Model 3 and Y deliveries rose 9%, while other models dropped 30%.Tesla's energy business hit a record, nearly doubling storage deployments to 12.5 GWh.Rivian also posted a 32% bump, delivering 13,201 EVs in Q3.What used to be unthinkable is now routine: the $1,000-a-month car payment. Nearly one in six new-car buyers are signing up for four-figure notes, a trend driven by rising prices, interest rates, and longer terms — reshaping affordability conversations across the showroom floor.In 2015, only 2.4% of buyers paid $1,000+; that number hit 16.6% in JulySUVs (53%) and pickups (37%) dominate these deals; 5% of all $1,000+ buyers drove off in an F-150.Buyers today face average loans near $42K at 6.8% interest, compared to $28K at 3.9% a decade ago.Longer terms now stretch over 68 months on average, nearly a year longer than 2015.“There are some that are very shocked by the payment,” said Cody Anderson, GSM at Freedom Ford. “Their payment thought process is five years ago compared to now.”Meta is about to supercharge its ad business by tapping into conversations people have with its AI chatbot. Starting December 16, chats with Meta AI will help determine not just what ads users see, but what content fills their feeds across Facebook, Instagram, and WhatsApp.Meta AI chats will feed new ad-targeting signals, similar to posts, likes, and connections.Example: Talk about hiking → expect more hiking ads and related content.The company stresses sensitive topics (politics, religion, health, etc.) won't be used for targeting.Meta earned $46.5B in ad revenue last quarter, up 21% YoY.“Interactions with AIs will be another signal we use to improve people's experience,” Meta said.0:00 Intro with Paul J Daly and Kyle Mountsier1:35 The huge news out of More Than Cars2:48 Tesla Sets Delivery Record5:35 Nearly 17% of Car Payments are $10008:45 Meta Will Use AI Searches To Target Ads To UsersJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
José Ramón Franco, presidente del Clúster de Energías Renovables de Galicia (CLUERGAL), inauguró en Ferrol la jornada “Balance del Sistema CAE en Galicia. Palanca de impulso para la eficiencia energética y oportunidad de monetizar los ahorros”. En su intervención destacó el papel de los Certificados de Ahorro Energético (CAE) como una pieza clave de la transición energética en España, al reconocer, certificar y monetizar los ahorros de energía, lo que abre nuevas oportunidades para empresas, consumidores e instaladores. Franco recordó que, en el debate sobre transición energética, suele ponerse el foco en renovables, redes o almacenamiento, dejando en segundo plano la eficiencia energética, a pesar de que los edificios generan más de un tercio de las emisiones de gases de efecto invernadero. Durante el encuentro, en el que participaron representantes institucionales y expertos del sector energético, se puso de relieve el despegue de los CAE en Galicia, con más de 170 solicitudes desde 2023 que representan un ahorro superior a 506 GWh, y unos ingresos de más de 51 millones de euros para los generadores de ahorro. Estas cifras sitúan a Galicia como una de las comunidades líderes en la implantación del sistema, junto a Madrid y Cataluña. El presidente de CLUERGAL y los ponentes coincidieron en que los CAE no son un trámite burocrático, sino una herramienta real para dinamizar inversiones, impulsar empleo, mejorar la competitividad y acelerar la descarbonización.
The total amount of grid-scale solar energy produced in 2024 was surpassed five months early in July of this year, EirGrid has confirmed. Official metered data shows that by the end of July this year, 753 Gigawatt hours (GWh) of solar energy had been supplied on the grid, up from a total of 659 GWh for the whole of 2024. EirGrid's National Control Centre carries out the complex task of balancing the supply of solar energy alongside conventional generation sources and other renewable resources such as wind power to ensure that demand can be met. The new yearly record comes against the backdrop of a series of solar activity peak records set over the course of the summer, with the highest level of 798 Megawatts (MW) recorded at 3 pm on Wednesday, 9 July. Megawatt (MW) values provide snapshots of electricity demand at a particular moment in time, whereas Gigawatt Hours (GWh) reflects electricity use over a longer period. Meanwhile, the latest provisional data from EirGrid shows that 35% of electricity came from renewables in August. Overall, 27% of electricity in August came from wind, with 5% coming from solar. Gas was the single largest source of electricity generation for the month at 45%, with 19% coming from imports. Overall electricity system demand stood at 2,704 GWh for August, down slightly from July. Commenting on the data, Diarmaid Gillespie, Director of System Operations at EirGrid, said: "While the overall percentage for solar power remains relatively small compared to some other sources of generation, its strong growth has marked an evolution in Ireland's fuel mix. This has been driven by progress in connecting large-scale solar energy to the national electricity grid in recent years." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
This week's episode of The Hydrogen Podcast takes you across North America and beyond, spotlighting where hydrogen is advancing—and where it's hitting hard roadblocks.
UN Secretary General António Guterres proclaims that the fossil fuel era is fading and the clean energy age is rising. Vietnam is banning gas-powered motorcycles in downtown Hanoi by 2026. Meanwhile, a new electric scooter hits 100 mph, and China begins building the world's largest hydroelectric dam. Support The Clean Energy Show on Patreon for exciting perks! Also on the show:
NIO vs XPeng - the battle for Chinese EV dominance just got more interesting! While XPeng scrambles to develop hybrid vehicles (literally spotted at gas stations now!), NIO is building long-term infrastructure that could dominate the next decade.In this episode of Courtside Financial, I break down why NIO's Mirattery battery asset management company securing additional Series C funding from founding shareholders is HUGE news that most retail investors are missing. We're talking about 27 GWh of battery assets under management, 350,000+ users served, and strategic moves that separate real companies from market followers.What You'll Learn:Why plug-in hybrid sales are crashing in China (31% growth vs 151% previously)How XPeng's pivot to hybrids reveals strategic panic, not visionWhy NIO's Battery-as-a-Service infrastructure is the real competitive moatThe Mirattery financing details everyone's overlookingWhy pure EVs are accelerating past hybrids in China's marketKey Topics Covered:NIO stock analysis and long-term thesisXPeng strategic pivot analysisChinese EV market trends and dataBattery-as-a-Service business model breakdownInfrastructure investments vs quarterly delivery obsessionWhy being contrarian on NIO could pay off bigThe Chinese EV market is returning to pure electric dominance, and companies with real infrastructure advantages are separating from those still figuring out their technology strategy. This isn't just about monthly delivery numbers - it's about who's building sustainable competitive advantages for the next decade.Perfect for NIO investors, Chinese EV stock followers, and anyone interested in understanding the deeper business strategies that actually create long-term value in the electric vehicle revolution.Related Keywords: NIO stock, XPeng analysis, Chinese EV stocks, battery swapping technology, EV infrastructure investments, pure electric vs hybrid vehicles, Mirattery financing, CATL partnerships
The automotive industry just witnessed a historic collapse that could reshape the entire EV landscape - and NIO investors need to understand what this means RIGHT NOW. GAC Fiat Chrysler just became the first joint venture to declare bankruptcy in the 21st century, but here's the shocking part: this massive failure is actually BULLISH for NIO's future.In this deep dive analysis, we break down:
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1090: Toyota leads with heart in Texas, Redwood supercharges old EV batteries for AI, and deepfake fraud hits a chilling milestone. Show Notes with links:Following catastrophic flooding, Toyota is stepping up big for its home state, pledging over $600,000 in aid to support the Kerr County Flood Relief Fund and various on-the-ground recovery efforts.TMNA is joining forces with Toyota Financial Services, Gulf States Toyota, Southeast Toyota, and dealers nationwide.On top of the $600K, TMNA will match contributions up to $10,000 for eligible Toyota and Lexus dealers donating to flood relief charities and will double all U.S. team member contributions directed to disaster relief.Relief includes financial assistance, donation drives, and payment relief for impacted customers.“When disasters like this occur, it's important to help our neighbors and communities in their time of need,” said TMNA CEO Ted Ogawa.Redwood Materials, led by former Tesla co-founder JB Straubel, is giving EV batteries a second life—this time fueling the AI revolution with renewable power.In the Nevada desert, Redwood built a 12 MW/63 MWh microgrid from 792 repurposed EV battery packs from automakers like Toyota, GM, and VW, which is enough to power 4,000 homes continuously for about 5 hours.The system powers an AI data center using only a 33-acre solar array—no grid connection, no permits, no backup generators.With AI data centers projected to consume 12% of U.S. electricity by 2028, second-life batteries are gaining traction as scalable, fast-to-deploy storage.Redwood expects to deliver over 5 GWh of repurposed storage capacity in the next 12 months.“You can deploy this very fast,” said Straubel. “We'll absolutely see much larger deployments of this.”(Since they are powering an ai data center…speaking of ai)A new wave of AI voice cloning fraud has hit an alarming milestone: impersonating a U.S. Secretary of State. The attack duped global leaders—and required just seconds of audio.In June 2025, a cloned voice of Marco Rubio was used to contact five officials via Signal.Victims included a U.S. governor, a member of Congress, and three foreign ministers.FBI warnings have cited a surge in AI-driven impersonation scams since April.Past heists include $243K from a UK energy firm and $35M from a UAE bank.Deepfake losses could hit $40B by 2027. Humans detect fake voices only half the time.“It's not a matter of if, but when,” security experts warn.0:00 Intro with Paul J Daly and Kyle Mountsier1:22 Announcements3:05 Toyota Donates $600K To Texas Relief Efforts6:40 Redwood Materials Recycled EV Batteries Powers AI Data Centers11:26 MarcJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
Support us on Patreon and grab some merchThe merch is flying off the shelves (and into Summerupperer mailboxes near and far!). The website is live (and functional!) and the bonus episodes are tastier than Tennant's home baked maruspice cookies. Join the Super Summerupperer secret society at www.letmesumup.net and click “Support LMSU” to get your fortnightly BoCo fix. Because THERE. IS. (STILL). TOO. MUCH.—This week your intrepid hosts are joined by newly minted Grattan Institute Energy & Climate Program *Director* Alison Reeve to unpack the Productivity Commission's climate musings and a spicy new paper from Dr. Ron Ben-David that dares to ask: that gas network RAB is kind of annoying... what if we just sold it?But first... are the folks at the PC drinking the Abundance KoolAid? Investing in Cheaper, Cleaner Energy and the Net Zero Transformation is one of five pillars the PC is working on to inform the Treasurer's upcoming and very exclusive ROUNDTABLE lock-up/love-in on productivity. What's on the menu? Reducing the cost of meeting carbon targets, speeding up energy infrastructure approvals and unlocking private investment in adaptation. Frankie smells a Cabinet book club. Alison wants to know why we're not talking about construction productivity across sectors. All of us want more than vibes and vertical silos but agreed giving adaptation some love is overdue!Our main courseIf the Gas RAB is a 500 lb gorilla and is in desperate need of slimming down, who's paying the bills for Ozempic? In his paper ‘The 500 lb gorilla of the gas transition, or: Confronting the regulatory asset base (RAB) problem', Ron Ben-David proposes a bold fix for the gas death spiral with his characteristic panache: Revalue the gas RAB every five years, carve off the stranded value into a new financial asset (opening up an exciting branding opportunity – Delta Assets RAB Bucks, or RABcoin - take your pick!) and then auction it off. Is this Saving consumers by slugging (the same) consumers? Tennant reckons financialisation would lead to better transparency. Frankie suggests networks surely can't have their cake and eat it too. Alison thinks it's brilliantly clever, but who's buying? Luke declares it's so confusing and opaque, it just might work!One more thingsAlison's One More Thing is: A very happy anniversary to the RET, whose legislation was introduced to Parliament on 22 June 2000. Little did they know that 9500 GWh would lead to so much more…Tennant's One More Thing is: a li'l bright spot in the USA, where Fervo Energy is making geothermal advances galore. Watch this space!Frankie's One More Thing is: The Australian Sustainable Finance Taxonomy is here! Congrats to the ASFI team for launching this important work.Luke's One More Thing is: Hugh White's new Quarterly Essay, Hard New World: Our Post American Future. That's it for now, Summerupperers. There is now a one-stop-shop for all your LMSU needs: head to www.letmesumup.net for merch, back episodes, and your chance to leave us a voicemail. And remember: if you're not wearing your LMSU tee while listening to us talk about LMSU tees, are you even summing it up?
Solar power reached its highest recorded figure on the national electricity grid in May, while overall, almost a third of electricity came from renewable sources last month, according to provisional data from EirGrid. EirGrid is responsible for operating, developing and enhancing Ireland's electricity grid and market. It balances electricity supply to customer demand in real time from the National Control Centre. 173,163 MWh (megawatt hours) of electricity was produced from grid-scale solar in May, representing 6.5% of electricity generated for the month. For context, in May 2023, 2.7% of all electricity came from solar power, accounting for 71,731 MWh of electricity. There were also a number of new peaks for grid-scale solar activity for a one-minute period, reaching 755 MW at one point on the 17th of May 2025, beating the record of 752 MW set two days earlier on the 15th of May. The previous record of 750 MW was recorded on March 24th 2025. This followed a new peak wind power record on the grid set in February. Of the 32.5% of electricity generated from renewables in May, the majority came from wind, which accounted for 22.5%, while 6.5% came from solar, and the remainder of renewable generation came from other sources, including hydro and biomass. Looking at the rest of the fuel mix, gas generation accounted for 39% of the electricity produced, with 22.8% being imported via interconnection, 4.6% coming from coal, and the remaining 1.1% from other sources. Overall electricity system demand was 2,671 GWh for May 2025, similar to 2,679 GWh in May 2024. Currently, the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time: what is known as the system non-synchronous penetration (SNSP) limit. EirGrid is rolling out an unprecedented programme of grid reinforcements, upgrades and new infrastructure across the country, enabling the connection of further generation sources to maintain a secure and reliable power supply. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "While onshore wind remains the prominent renewable source of electricity in Ireland, solar power has become a notable feature of the Irish power system over the last two years in particular, and we may see further records being reached over the coming summer months. We also continue to see electricity imports contributing significantly to our fuel mix in meeting electricity demand. Operating a power system with electricity generated from variable renewables such as wind and solar, mixed with conventional generation, is complex and technically very challenging. To maintain stability on the grid, EirGrid engineers need to be able to adjust to and meet fluctuating energy demand with supply at all times." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
How are Fluence, Excelsior Energy Capital, & Cordelio Power scaling grid battery storage — while navigating policy uncertainty, domestic content requirements, and O&M challenges? In this Green Light episode, Catherine spoke with Kaumil Shah, Senior Director at Fluence, at Solarplaza's Asset Management North America (AMNA) conference in San Diego to discuss:New storage partnerships with Excelsior Energy Capital on 2.2 GWh of U.S. projects and with Cordelio Power on 1 GWh across three sitesPG&E's use of Fluence Mosaic to optimize market participation for the 183 MW / 730 MWh Elkhorn BESSWhat the team learned optimizing availability at Hazelwood BESS with ENGIE and Eku EnergyThe impact of policy uncertainty and domestic content pressures on storage business modelsBest practices for global BESS O&MAdvice for professionals looking to break into & excel within energy storageIf you work in energy storage, grid tech, or clean energy development, you'll be sure to take away valuable insights from this conversation.If you're a clean energy employer & need help scaling your workforce efficiently with top staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're looking for your next role in clean energy, take a look at our industry-leading clients' latest job openings: bit.ly/dg_jobs.
Electricity demand in April dropped to the lowest level since September following a winter period which saw new demand peaks recorded, provisional data from grid operator EirGrid shows. Overall electricity system demand stood at 2,792 GWh (Gigawatt Hours) for April - one of the only months since September where demand fell below the 3,000 GWh mark, alongside February which is a shorter month. For comparison, demand in November, another 30-day month, stood at 3,010 GWh. As forecast in EirGrid's annual Winter Outlook report, electricity demand was strong across this period, with peak demand passing the 6,000 MW (Megawatt) mark for the first time on 8 January during a particularly cold period. Megawatt (MW) values provide snapshots of electricity demand at a particular moment in time, whereas Gigawatt Hours (GWh) reflects electricity use over a longer period. Demand in April Wind power met 27% of electricity demand in April, while solar power provided for 4% of electricity used across the country. Gas was again the single biggest source of electricity generation for the month at 41.5%, and electricity imported via interconnection met 16.5% of demand. Alongside renewables, gas-powered generation and interconnection are important contributors towards meeting system demand, particularly at times of low renewable availability. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "We're seeing the demand profile for electricity change somewhat as the warmer weather and longer days reduces the need for heating and lighting, with electricity demand in April dropping back down below the 3,000 Gigawatt Hour mark following the expected winter peaks in previous months. As we come towards summer we'll continue to rely on a mix of generation sources to maintain a stable supply of power on the electricity grid." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
From a 7.5 GWh partnership with LG, to a solar+storage sub-portfolio sale to BlackRock, a 2 GW agreement with Heliene, & the launch of Lydian Energy, Catherine McLean spoke with Anne Marie Denman, Co-Founder & Partner at Excelsior Energy Capital, about what's driving one of clean energy's most active infrastructure funds. They also covered:⚡ Why she believes renewables will thrive under Trump⚡ Her journey from Big Law to founding Excelsior⚡ How Excelsior is de-risking supply chains through domestic manufacturing⚡ Her candid take on DEI in a politicized climate⚡ Balancing parenthood, leadership, and building authentic teamsIf you're a clean energy employer & need help scaling your workforce efficiently with top tier staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're looking for your next role in clean energy, take a look at our industry-leading clients' latest job openings: bit.ly/dg_jobs.
El secretario de Agricultura, Julio Berdegué, confirmó que fue notificado de la medida, que estará vigente durante 15 días. Las tres plantas de Nissan en el país consumen en conjunto casi 400 gigawatts-hora al año. De ese total, cerca de 360 GWh son provistos por la única central nuclear en operación en México. Capítulos 00:00 - Introducción 00:36 - EU suspende importación de ganado 01:30 - Nissan apuesta por la energía nuclear
From arbitraging volatility and unlocking grid stability, battery energy storage is playing an increasingly central role in power markets. But even the most well optimized units can fall short of their potential if one key metric is off: state of charge (SOC). Get it wrong, even slightly, and the revenue losses can be staggering.State of charge is hard to measure accurately - errors can compound over time, and what operators do to improve performance can make huge differences in profitability. Whether you're an asset owner, optimiser, or just want to understand the real-world constraints behind battery revenue models, this conversation is packed with detail and lessons that could change how you think about storage strategy.In this episode of Transmission, Quentin sits down with Blake Rector, Director of Markets and Optimization at Powin explore the nuances of SOC. Over the course of the conversation, you'll hear about:Why state of charge matters: How even a 1% error in SOC estimation can significantly reduce revenue from energy trading and grid services.Operational vs. theoretical capacity: The difference between nameplate and usable capacity, and why operators often leave value on the table.Forecasting and dispatch constraints: Why better SOC management means more flexibility and higher earnings in volatile markets.Hardware vs. software approaches to SOC: What Powin has learned about algorithmic improvements, calibration strategies, and real-time feedback loops.Powin's scale and strategy: With 17 GWh online or under construction, what's next for one of America's fastest-growing battery OEMs?About our guestBlake Rector is Director of Markets and Optimization at Powin, where he leads the company's efforts to maximise the performance and revenue of battery energy storage systems across multiple markets. With a background in energy markets, analytics, and operational strategy, Blake focuses on the interface between algorithmic control, asset health, and market opportunity.Powin is a U.S. based global energy storage platform provider specializing in fully integrated, utility-scale battery energy storage systems. With over 17 GWh of systems deployed or under construction worldwide, Powin delivers scalable solutions that enable the transition to clean, reliable, and affordable energy. For more information, head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
From arbitraging volatility and unlocking grid stability, battery energy storage is playing an increasingly central role in power markets. But even the most well optimized units can fall short of their potential if one key metric is off: state of charge (SOC). Get it wrong, even slightly, and the revenue losses can be staggering.State of charge is hard to measure accurately - errors can compound over time, and what operators do to improve performance can make huge differences in profitability. Whether you're an asset owner, optimiser, or just want to understand the real-world constraints behind battery revenue models, this conversation is packed with detail and lessons that could change how you think about storage strategy.In this episode of Transmission, Quentin sits down with Blake Rector, Director of Markets and Optimization at Powin explore the nuances of SOC. Over the course of the conversation, you'll hear about:Why state of charge matters: How even a 1% error in SOC estimation can significantly reduce revenue from energy trading and grid services.Operational vs. theoretical capacity: The difference between nameplate and usable capacity, and why operators often leave value on the table.Forecasting and dispatch constraints: Why better SOC management means more flexibility and higher earnings in volatile markets.Hardware vs. software approaches to SOC: What Powin has learned about algorithmic improvements, calibration strategies, and real-time feedback loops.Powin's scale and strategy: With 17 GWh online or under construction, what's next for one of America's fastest-growing battery OEMs?About our guestBlake Rector is Director of Markets and Optimization at Powin, where he leads the company's efforts to maximise the performance and revenue of battery energy storage systems across multiple markets. With a background in energy markets, analytics, and operational strategy, Blake focuses on the interface between algorithmic control, asset health, and market opportunity.Powin is a U.S. based global energy storage platform provider specializing in fully integrated, utility-scale battery energy storage systems. With over 17 GWh of systems deployed or under construction worldwide, Powin delivers scalable solutions that enable the transition to clean, reliable, and affordable energy. For more information, head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
Bienvenidos de nuevo a un directo desde Twitter, esta vez voy a darles una clase magistral sobre como funciona nuestra red eléctrica, algo complejo y sencillo a la vez. No hay ningún medio de comunicación que hable claramente sobre esto y por ello la gente no se puede formar una opinión al respecto. Se habla de oido y por regla general los tertulianos no tienen ni idea de lo que hablan. Os explicaré a grandes rasgos mi formación: Título de FP2 en la especialidad Líneas y maquinas eléctricas, eso antiguamente eran 5 años. Luego pasé algunos meses como técnico para un autónomo que trabajaba para Balay antes de irme a la mili. La mili la realice en la base aérea de Getafe como electricista dentro de la central eléctrica donde ayude a los electricistas civiles, allí teníamos varios grupos electrógenos, de varios tamaños y potencias. Al volver de la mili entre en una empresa de verificación trafos en fábricas y permisos para poner en marcha instalaciones. Después entre en una de las empresas eléctricas mas antiguas de España, J.Gil, se trata de una empresa de las primeras que construyó nuestra red eléctrica. Decir que los antiguos trabajadores de Hidroeléctrica Española hacían horas en esa empresa y que nosotros celebrábamos la comida de nochebuena con ellos. En esa empresa viví la unificación de Hidroeléctrica Española e Iberduero dando como resultado el monstruo de Iberdrola. Esa empresa empezó a ir mal y entre a otra del sector y entre las dos estuve más de 10 años en las empresas que construyen y mantienen centrales de generación y distribución trabajando por toda España. Dentro de esas dos empresas trabajé en todo tipo de instalaciones: nucleares, térmicas de carbón, hidroeléctricas, de fuel, eólicos, de todo salvo solar. Y en todo tipo de tensiones, desde las subestaciones de distribución en 20KV a las grandes centrales de 400KV. Participe en la construcción desde cero de subestaciones y centrales, instalacion de cableado de control, montaje de bastidores de protecciones y pruebas en todo tipo de instalaciones. Estuve trabajando en el cinturón de 400KV que rodea Madrid y también en la instalación de los telemandos para manejar las centrales a distancia. Trabajando en el parque de 400 KV de Vandellos se pusieron en contacto conmigo para que echara el curriculum en REE, Red eléctrica de España. Tuve que ir a Zaragoza a realizar una entrevista para ver si estaba capacitado para ser operador del sistema con ellos. Lo pase y realice también un test de conocimientos básicos y otro psicológico que también pase…pero al final mi apellido no era el adecuado y no entre. Luego contaré una anécdota al respecto. Pude ir a trabajar a Brasil y deje esta última empresa porque me querían contratar en Iberdrola y mi jefe lo impidió. Le di quince días y me marché a una pequeña ingeniera de valencia. Alli trabaje un año como delineante diseñando telecontroles, teledisparos, equipos de protección de red y modificaciones en centrales eléctricas. Allí colaboré en el diseño de subestaciones para Brasil. Pero yo soy un técnico de campo, una rata de calle y parque al aire libre, por lo que terminé yéndome a la empresa donde sigo trabajando hoy dia. Dicha multinacional fue a su vez comprada por otra aún mayor, nada menos que GE. Así que sí, he trabajado para GE (General Electric) como técnico de campo, incluso me dieron un cuadro de reconocimiento, ja, ja, ja. En esta empresa llevo los últimos 25 años. Se trata de una empresa que produce energía y la inyecta a la red todos los días desde todas partes del mundo. Así que sí, creo estar capacitado para hablar sobre el apagón del dia 28, otro fatídico 8, a las 12:33 Decir que las explicaciones que ha dado REE a través de Eduardo Prieto como director de servicios para la operación de Red eléctrica son claramente insuficientes. Un escueto video de 50 segundos publicado en su página web donde simplemente nos dicen que la demanda había sido repuesta en un 77% a las 4 de la mañana… De momento nadie ha dado una respuesta verosímil sobre lo que de verdad a pasado. REE, la empresa privado-estatal que maneja la red eléctrica ha dicho esto en su sala de prensa. Tan solo ha explicado que a las 12 de la noche se recuperó el 60% de la demanda y a las 2 de la mañana el 77%. Esto es largo de explicar a través de unos tuits...pero digamos que es la pescadilla que se muerde la cola. Muchas instalaciones generadoras no están diseñadas para producir mientras la red está caída, lo que se denomina blackout, y necesitan que haya tensión de red para empezar a inyectar potencia a la red. Las instalaciones grandes como las nucleares y otros grupos de generación necesitan horas o incluso días para estar disponibles. Es más, las nucleares necesitan una enorme cantidad de energía eléctrica para refrigerar sus núcleos nada más desconectarse de la red. La propia distribución eléctrica consume un montón de potencia eléctrica que se disipa en forma de calor y de emisiones de radiación electromagnética en todos los cientos de miles de kilómetros del cableado eléctrico de AT (alta tensión) y en los bobinados de los trafos. Por lo tanto, la primera generación que se va recuperando debe enviarse a qué las nucleares tengan red y no utilicen sus grupos electrógenos de emergencia y en inundar las redes de distribución con tensión. De momento no he escuchado ni una explicación técnica sobre el #apagon de parte de REE o de algún medio oficial. Aquí, Eduardo Prieto, director de Servicios para la Operación de Red Eléctrica en declaraciones a los medios nos contó como iban reponiendo esta tensión para que todos tengamos electricidad en casa. Eso fue a las 20:35 y es el último comunicado publicado en la web de REE. Ya está circulando por ahí la posibilidad de que este apagón haya sido debido a la presencia de masiva de energia procedente de los paneles solares fotovoltaicos, leo: "En un sistema eléctrico dominado por paneles solares, aerogeneradores e inversores, la inercia física es prácticamente nula. Los paneles solares no producen rotación mecánica. La mayoría de los aerogeneradores modernos están desacoplados electrónicamente de la red y proporcionan poca fuerza estabilizadora. Los sistemas basados en inversores, que predominan en las redes modernas de energía renovable, son precisos pero delicados. Siguen la frecuencia de la red en lugar de resistir cambios repentinos”. El tuitero Principia Marsupia decía: “Veremos si tiene algo que ver con el apagón de hoy o no, pero hay un concepto del que se habla muy poco: la **inercia** de un sistema eléctrico. La inercia funciona como un amortiguador ante las fluctuaciones. Las centrales nucleares, las hidroeléctrica, las de gas, etc. proporcionan inercia al sistema xq tienen el mismo principio de funcionamiento: turbinas muy pesadas que giran muy rápido (a 50 vueltas por segundo = 50 hertzios). Esos bichos tan pesados girando a tanta velocidad tienen una inercia muy grande. Newton nos enseñó que cuanta más inercia tienes, más fuerza tiene que ejercer el exterior para cambiar tu velocidad de rotación. Dicho de otra manera: esos sistemas "absorben" las fluctuaciones de forma instantánea y muy eficiente. Por supuesto, todo tiene su límite y también puede haber apagones con esas centrales. ¿Y la solar y la eólica? La solar y la eólica producen electricidad sin una masa que proporcione inercia. (Los molinos eólicos no giran a 50 vueltas por segundo). Ojo: yo soy muy partidario de las renovables. Son más baratas y nos hacen depender menos de los países que exportan petróleo o gas. Pero creo que no se explica bien que cuando dependemos *sólo* de las renovables, el diseño y la gestión de la red es mucho más compleja. Y dicho esto, repito: no sé si el apagón de hoy ha sido un problema con la inercia del sistema. En todo caso, os he podido dar la chapa con un tema que me parece interesantísimo.” Es cierto que el dia del apagón el aporte de la energia fotovoltaica fue mayor de un 60% dentro del mix energético, concretamente un 60,64% con 17.657 MW. Pero hace solo unos días, el 21 de abril de 2025, la energía fotovoltaica alcanzó un récord en España, aportando el 61,5% del mix energético peninsular a las 13:35 horas, con una producción instantánea de 20.120 MW. El 19 de marzo de 2023, a las 11:37 horas, la energía solar fotovoltaica cubrió el 64,5% de la demanda eléctrica en España, marcando un récord histórico…sin que sufrieramos un apagón. ………………………………………………………………………………………. contar que es la red…tendréis que escuchar mi explicación ………………………………………………………………………………………. Decir que consultando los datos vemos que a las 12 y 20 no solo estábamos produciendo lo que consumían los españoles sino que estábamos exportando o guardando energia en forma bombeo. En concreto estábamos exportando 1 GW (a grosso modo una central nuclear) a Francia, 2,6 GW a Portugal y 3 GW se estaban destinando a bombear agua en presas para luego turbinarla, esto es, para en otro momento donde la energia sea mas cara vender de nuevo esa energia. Y casi un 1 GW más destinado a Marruecos, Andorra, etc… O sea, a las 12 y 20, 13 minutos antes del desastre nos sobraban casi 7 GW. En ese momento teníamos algunas de nuestras centrales nucleares en marcha, en torno a la mitad, por lo que estábamos produciendo unos 3 GW de forma nuclear. Por no decir que en España existe también el servicio de Interrumpibilidad por el que cobran y muy bien algunas de las empresas que mas energia eléctrica consumen. Este servicio significa que en caso de necesidad estas empresas serán desconectadas de la red por el operador y tendrán que funcionar en isla, o sea, se tendrán que generar ellas mismas su energía. Este servicio se empezó a gestionar en la Orden ITC/2370/2007, de 26 de julio, y hoy dia no está claro cuantos gigavatios hay destinados a esto. Esto funciona por subasta, el gobierno ofrece este chollo solo a las empresas afines, ya que como yo he comentado en mis artículos y podcast titulados “La red de araña” la corrupción y el oscurantismo en este sector es generalizado. Hace años que no busco datos sobre este respecto pero han habido años donde habían mas de 7 GW destinados a esto. Por ello estas empresas pagan su energia mas barata que la señora Maria que utiliza la electricidad para usar su secador de pelo y cuatro bombillas. Hoy se llama Servicio de Respuesta Activa de la Demanda (SRAD) y son solo unos 2 GW, podemos leer esto: “Las subastas de interrumpibilidad, tal como se conocían tradicionalmente, han evolucionado en España. Desde 2022, se han reemplazado por un nuevo mecanismo denominado Servicio de Respuesta Activa de la Demanda (SRAD), según el Real Decreto-ley 17/2022. Este servicio permite a grandes consumidores, como la industria electrointensiva, y otros agentes con al menos 1 MW de potencia reducir su consumo eléctrico en momentos críticos para el sistema eléctrico, a cambio de una retribución económica. A diferencia del antiguo sistema, la retribución se basa en la disponibilidad y, en caso de activación, en la ejecución efectiva de la reducción de consumo. En 2024, se anunció que la subasta para el SRAD de 2025 se celebraría el 14 de noviembre, con un requerimiento de 2.116 MW. Estas subastas, gestionadas por Red Eléctrica de España (REE), son telemáticas, anuales y abiertas a más participantes que las antiguas subastas de interrumpibilidad, que estaban restringidas principalmente a la gran industria. Por tanto, las subastas de interrumpibilidad como tal ya no existen, pero el SRAD cumple una función similar, adaptada a un marco regulatorio más moderno y flexible, alineado con las directrices de la Unión Europea.” Esto nos dice que en cualquier momento nos podríamos deshacer de la producción de 9 GW…ya saben que supuestamente todo ha sobrevenido porque nos faltaron de golpe 15GW en un consumo de entorno 26. Les hablare de como se calcula la energia necesaria que tenemos que producir para no tener problemas. Toda la energia que podemos producir se denomina “capacidad efectiva” y toda la energia que necesitamos en un instante se llama “demanda máxima bruta coincidente”. Lógicamente esta ultima debe ser menor que lo que podemos producir, esa diferencia se denomina “margen de reserva”. Y aqui es donde vienen las curvas. Lógicamente no todas las instalaciones están operativas: Puedes estar paradas debido a un mantenimiento programado, a un fallo, a la degradación por el paso del tiempo o al cajón de sastre que denominan “causas ajenas”. Asi que ese margen de reserva que teníamos antes se nos ha reducido hasta lo que se conoce como “margen de reserva operativo”. Por tanto tenemos una capacidad neta disponible que debe superar a la demanda máxima neta en ese “margen de reserva operativo”. Dicho margen esta compuesto por el margen de reserva de generación, la demanda interrumpible y la capacidad de interconexión (nuestra red está conectada a la de otros países y podemos exportar o importar electricidad). Nuestra interconexión principal es con Francia, pueden buscarla como Inelfe, una linea que pretende que pasemos del 3% de interconexión actual a un 10%...o sea aproximadamente 10 GWh… esto solo puede servir para enviar nuestra energía sobrante ...porque a nosotros nos sobra aproximadamente un 70% de todo lo que hay instalado en este santo país. Hice unos cálculos sobre el margen de reserva en 2014, son estos: Pues bien, si nosotros tenemos oficialmente 108 GWh (yo creo que son mas bien 120 GWh...pero "aceptamos pulpo") y consumimos en una franja entre los 22 y 36 GWh...¿Cuantos GWh nos sobran?... Pues bastante mas de esos 10 GWh que si no paran en Francia (que pararan, vaya si pararan)...y le dejo aqui los fríos datos extraídos de ese pdf que Vd. obvio y ojo es un pdf muy, pero que muy pronuke… Le remarco lo de la flechita para que vea que ES PARA EXTRAER NUESTRA ENERGIA SOBRANTE CREADA EN INSTALACIONES QUE EMPLEAN ENERGIA RENOVABLE LA QUE CIRCULARA POR LAS REDES FRANCESAS...PORQUE ELLOS DE ESO POCO... Para calcular el margen de reserva de nuestra red necesitamos conocer estos tres factores: MRG ó margen de reserva de generación. Como tenemos parados casi todos los ciclos combinados, y según Iberdrola, este margen es grande de casi 30 GWh (datos del 2010, ahora sera mayor) y ya que cobran sumas astronómicas en concepto de disponibilidad pues que estén preparados para empezar a generar, leñe. DI ó demanda interrumpible. Esto por si no lo saben nuestros oyentes se trata de un convenio entre las empresas eléctricas y los grandes consumidores via subvención del estado para que sean avisados y dada la circunstancia de un preapagon se queden fuera de la red, esto es, les sea cortado el suministro eléctrico para compensar la demanda en ese momento, a veces simplemente para gestionar las tensiones en la red. La ultima orden de interrumpibilidad se produjo en diciembre del 2009 en el sur de España. Solo se pueden sumar a estas "primas" los grandes consumidores de mas de 100MW, o sea, a estas grandes industrias la luz les sale bastante mas barata por este y otros motivos que a un pequeño consumidor. CI ó capacidad de interconexiones. Actualmente gozamos de unos 10 GWh que serán ampliados en breve gracias al proyecto INELFE pasando a los 15 GWh ampliable a los 25 GWh, que consiste en enterrar unas líneas de corriente continua entre Francia y España. Todo esto hace que nuestra capacidad bruta de 108 GWh oficiales y nuestra capacidad efectiva que es la suma de la demanda bruta coincidente y el margen de reserva sean bastante grandes y parecidos. Yo calculo a grosso modo que esta capacidad efectiva seria de: 36GWh del pico máximo actual, ya que no volveremos en mucho tiempo a los 45 GWh de nuestra burbuja mas los 30 GWh del margen de reserva de generación mas los 6 GWh de la demanda interrumpible mas los 10 GWn actuales de la capacidad de interconexión nos arroja un total de 82 GWh. Unos 82 GWh, que descontandole el aproximadamente el 25 % de fallos, degradación, causas ajenas y al mantenimiento de equipos nos arroja una potencia de margen de reserva operativo mas demanda bruta coincidente de 61,5 GWh y esa y no otra seria la potencia bruta instalada mínima que precisaríamos en estos momentos. Sin embargo nosotros que hemos tenido un pico máximo de demanda de 45 GWh en plena burbuja inmobiliaria, tenemos instalada la friolera de 108 GWh lo que nos arroja un margen de reserva del 59%. Vamos por último a comparar estos valores con dos países, el primero México: En el informe del 2012 de la comisión nacional de energia eléctrica podemos leer los datos del 2011, esto es, México tuvo una demanda media de 38,85 GWh y una capacidad bruta de generación de 54 GWh, lo que deja un margen de reserva operativo del 24 %, o lo que es lo mismo en Mexico hacen los deberes. Veamos ahora el caso de Francia: Su pico máximo de demanda en el año 2010 fue de 96 GWh y ellos tienen una capacidad bruta instalada de 123,5 GWh así que esto nos arroja un margen de reserva operativo de tan solo un 22 %, o sea peor margen de reserva que México y no digamos con nuestro abultadisimo margen del 59 %. Todos los autores están de acuerdo en que este valor de reserva se debe situar entre el 25 y el 30%... así que le dedico estos datos a un pronuclear cabezón que sigue opinando que nuestra red no puede funcionar sin la mano que nos echan los franceses...pero ya vemos que es al revés y que en breve aun necesitaran mas de nuestras energias renovables. ………………………………………………………………………….. Quería comentar que los cortes eléctricos que puedan inestabilizar el sistema no son tan poco frecuentes, yo he vivido dos. El más importante, sin lugar a dudas fue el de 1987 provocado por un fallo en un trafo de 220 KV en la subestación de Sentmenat. Durante aquellos días estaba trabajando en la ET de la Plana (Castellon), punto estratégico donde se pudo aislar la avería junto con la ET de la Mudarra en Valladolid. Para ello fue preciso el sacar las “palas” de los relés de protección de sobreintensidad (que por cierto eran GE , como casi todos) y controlar la línea “a mano”. Os dejo un fragmento del libro histórico de REE , donde se recoge aquel accidente, en la pág. 31 podemos leer esto: “…El apagón de Cataluña de 1987 El 14 de octubre de 1987 se produce un apagón en Cataluña que deja sin servicio al 91 % del mercado catalán y desacopla las conexiones con Francia. El incidente se origina a las 22:44 horas en la subestación de Sentmenat (Barcelona), al explotar un polo de un interruptor. La situación se agrava a las 23:20 horas al dispararse la línea Aragón-La Plana, lo que afecta al resto de las centrales eléctricas de la zona. En concreto se disparan los grupos de La Robla, Teruel, Ascó, Vandellós I y Garoña. La potencia de la central de Cofrentes se queda en 80 megavatios. Para superar esta situación, se acoplan grupos de fuelóleo en Sant Adriá de Besós, Foix, Cercs y Castellón. El suministro se normaliza al cien por cien a la 1:45 horas de la madrugada. «Se puede hablar de perturbación general. Es la incidencia mayor que se ha registrado en la etapa de la explotación unificada», asegura José Alburquerque, que fue jefe del CECOEL entre 1990 y 1999 y ahora está jubilado…” (OJO 4 Nucleares paradas, y bajar a 80 MW Cofrentes es una parada técnica de emergencia en toda regla, la situación se puso al rojo vivo) Sobretodo se han dado situaciones de peligro en la zona de Cataluña, aunque tras crear el doble anillo de 400 KV de la red eléctrica se ha mejorado muchísimo. Figuraos que hasta hace no tanto tiempo toda la energía eléctrica que salía y/o entraba a Segovia lo hacía por un único interruptor de 400 KV. ………………………………………………………………………………………. Conductor del programa UTP Ramón Valero @tecn_preocupado Canal en Telegram @UnTecnicoPreocupado Un técnico Preocupado un FP2 IVOOX UTP http://cutt.ly/dzhhGrf BLOG http://cutt.ly/dzhh2LX Ayúdame desde mi Crowfunding aquí https://cutt.ly/W0DsPVq Invitados JuanMa @KbmEa7 Superior de Telecomunicaciones Radioaficionado, testing Radiohack, SDR, DSD+ tetra, TTTracker, SDRsharp. …. ¡Danterior! @Suptedax CIUDADANO GALLEGO ESPAÑOL Y EUROPEO LUCHO POR UNA SOCIEDAD HUMANA Y MÁS JUSTA. LOS NIÑOS SON EL FUTURO. AMARAS AL PRÓJIMO COMO A TI MISMO DIOS ES AMOR …. Española @Espaola100 Yeshúa es el gran YO SOY. La verdad es sólo UNA. Biblia. Profecía. Geopolítica. Sionista. LIBERTAD. …. (((VerdadesOfenden ن @verdadsmolestas "Censura, hija del miedo, padre de la ignorancia, arma del tirano. Defender hoy la verdad es nadar contracorriente" #PuraSangre https://t.me/Verdadesofenden …. El Profe @ElProfeOscar2 …. MinarcatMEGA @Rodrigo198718 liberal, capitalista, libertario, VLLC. DON'T TREAD ON ME 100% MAGA y antisocialista. Termo Milei, Termo Donald Trump, fvck Gaza fvck hamas …. Santiago Usoz @SantiagoUsoz Nací en Pamplona, donde Hemingway, Heston, Gardner, Welles y Spike Lee fueron a la plaza a ver matar toros …. Astudillo @4studill0 ………………………………………………………………………………………. Enlaces citados en el podcast: AYUDA A TRAVÉS DE LA COMPRA DE MIS LIBROS https://tecnicopreocupado.com/2024/11/16/ayuda-a-traves-de-la-compra-de-mis-libros/ Orden ITC/2370/2007, de 26 de julio, por la que se regula el servicio de gestión de la demanda de interrumpibilidad para los consumidores que adquieren su energía en el mercado de producción. https://www.boe.es/buscar/doc.php?id=BOE-A-2007-14798 30052013 CANAL ZERO-Gaia-La Red de Araña https://www.burbuja.info/inmobiliaria/temas/30052013-canal-zero-gaia-la-red-de-arana.427877/ UTP 12 La red de araña https://www.ivoox.com/utp-12-la-red-arana-audios-mp3_rf_10917493_1.html UTP13 La red de araña II https://www.ivoox.com/utp13-la-red-arana-ii-audios-mp3_rf_10943328_1.html UTP17 El Amperio contra Antonio Primera Parte https://www.ivoox.com/utp17-el-amperio-contra-antonio-primera-parte-audios-mp3_rf_11352806_1.html UTP18 El amperio contra Antonio Segunda Parte https://www.ivoox.com/utp18-el-amperio-contra-antonio-segunda-parte-audios-mp3_rf_11352896_1.html UTP26 El Déficit de Tarifa y otras malas hierbas https://www.ivoox.com/utp26-el-deficit-tarifa-otras-malas-audios-mp3_rf_12312715_1.html UTP27 El déficit de tarifa y otras malas hierbas. Segunda parte https://www.ivoox.com/utp27-el-deficit-tarifa-otras-malas-audios-mp3_rf_12509855_1.html PUNTO DE NO RETORNO RED ELÉCTRICA EN 2002 https://tecnicopreocupado.com/2014/03/23/punto-de-no-retorno-red-electrica-en-2002/ Inelfe http://www.eib.org/at ta chm ents/inelfe_es.pdf FILOMENA Y EL GRAN APAGÓN QUE NO FUE NI SERÁ https://tecnicopreocupado.com/2021/01/15/filomena-y-el-gran-apagon-que-no-fue-ni-sera/ ………………………………………………………………………………………. Música utilizada en este podcast: Tema inicial Heros Epílogo Maná - Bendita Tu Luz (Video Oficial) https://www.youtube.com/watch?v=44kityInDvM
Follow on YouTube | Listeners SurveyCheck Out Our Sponsors! * Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs * ErthTech Talent: Affordable CleanTech Search FirmWhat's up, everyone! Today, we have a great episode with Danny Lu from Powin. Powin is a leading provider of BESS, w/ 8 GWh of systems built and 9 in the pipeline. As the Trump admin pushes for more drilling and a seemingly anti-clean energy policy (despite that not being the definition of abundance) we are seeing the value of battery storage. Prior to tariffs, building a speaker plant would be more expensive and take longer than building energy storage systems to manage grid flexibility issues. (It's tbd what the situation will be with huge Chinese tariffs). Powin has years of experience working in this space to solve supply chain issues and is always improving its business to adapt to whatever battery chemistry is most feasible and affordable for its clients. Given all this, it was great to speak with someone who can help us understand where the market is going and what the key challenges and opportunities are that lie ahead. Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80).
The U.S. grid is facing its biggest stress test since WWII. The answer? Batteries.Joan White, Director of Storage & Interconnection Policy at SEIA, joins Nico on the PowerUp Live stage at RE+ Northeast to unpack the audacious 700 GWh storage deployment target laid out in SEIA's latest white paper. That's a 50% increase over the “business as usual” trajectory—and Joan believes it's not just possible, but necessary.As AI data centers, EV adoption, and manufacturing supercharge national energy demand, the grid must evolve. Energy storage isn't a luxury anymore—it's a requirement. Joan walks us through the policy levers, market dynamics, and cost curves shaping this once-in-a-generation energy transformation.
Ireland saw new records set for solar power on the national electricity grid in March, with 39% of electricity coming from renewable sources last month, according to provisional figures from EirGrid. March 25th saw a new peak for grid-scale solar power in Ireland, with over 750 Megawatts (MW) coming from this source at one point - 18 MW more than a previous record from July 2024. This follows a new peak wind power record on the grid set in February. In all, this March saw the third-highest ever amount of solar-powered electricity produced in the course of a calendar month. Last month also saw further records set on the power system, with the highest ever level of discharge from grid-scale battery power sources seen on 14 March. For context, the just under 300 MW of power discharged from batteries during this peak is greater than the maximum output from the Turlough Hill hydropower facility. Wind power met a third of the electricity demand in March, while gas was the single biggest source of electricity generation for the month at 39%, and 18% of demand was met by electricity imported via interconnection. Alongside renewables, gas-powered generation and interconnection are important contributors towards meeting system demand, particularly at times of low renewable availability. Overall, the electricity system demand stood at 3,061 GWh for March. Currently the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time: what is known as the system non-synchronous penetration (SNSP) limit. Mixing electricity from synchronous (from conventional generation) and non-synchronous (renewables) sources while operating the power system is a very complex task, and Ireland's current 75% SNSP limit is among the highest in the world. While renewable generation reached up to the 75% limit at various points in the month, there were also periods where renewable generation provided for as little as 5% of demand. EirGrid is rolling out an unprecedented programme of grid reinforcements, upgrades and new infrastructure across the country, enabling the connection of further generation sources to maintain a secure and reliable power supply while also ensuring that 80% of electricity can come from renewables, as set out in Government targets. Charlie McGee, System Operational Manager at EirGrid, said: "March was a landmark month for solar power on the electricity grid. While just under 3% of total electricity generation came from solar for the month, during particularly sunny periods, this peaked at over 18%, which augurs well for further records this summer. This is made possible by the connection of greater amounts of grid-scale solar as we work towards achieving a cleaner energy future for Ireland's power system. "It was also encouraging to see a new peak set for power discharged from batteries on the grid. February's wind power record, followed by a new solar peak in March, shows the need for battery storage so we can hold greater amounts of renewable electricity in reserve for use during periods of high demand."
Electricity from renewable sources provided for over half of total demand in February, according to provisional data from grid operator EirGrid. Wind power alone supplied almost half of the country's electricity needs, accounting for just over 48% of all electricity used in Ireland. Total generation from wind energy amounted to 1,411 GWh (Gigawatt hours) over the month, which saw a new peak wind power record set on Thursday, 13 February. Overall, renewables provided 54.5% of electricity in February when other sources, including grid-scale solar and hydropower, were included. Overall, electricity system demand stood at 2,918 GWh in February. Gas generation accounted for 31% of all electricity used in February, with 12% being imported via interconnection, 2% coming from coal, and the remaining 1% from other sources. EirGrid is responsible for leading Ireland's transition to a low-carbon future so that 80% of electricity can come from renewables, as set out in Government targets. Currently the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time. This is known as the system non-synchronous penetration (SNSP) limit. EirGrid is aiming to further increase the SNSP limit. Charlie McGee, System Operational Manager at EirGrid, said: "February was one of our strongest months on record for renewables on the grid, as demonstrated by the new peak wind record of 3,884 Megawatts on the evening of 13 February. As ever, this was supported by a mix of generation sources which help to ensure a stable flow of power at all times on the grid."
Tony Olivo and Ken Rahn from FlexGen join the conversation to discuss the evolution of energy storage and its role in grid stability. FlexGen has transitioned from a hardware-focused company to a software-first approach, helping utilities and developers optimize energy storage solutions.The discussion covers the challenges of communicating value in a complex industry, the growing importance of batteries in balancing supply and demand, and the future of renewable energy. Tony and Ken share insights into how FlexGen is solving real-world energy problems through advanced software and analytics.About Building Better:Building Better with Brandon Bartneck focuses on the people, products, and companies creating a better tomorrow, often in the transportation and manufacturing sectors. Previously called theFuture of Mobility podcast, the show features real, human conversations exploring what leaders and innovators are doing, why and how they're doing it, and what we can learn from their experiences. Topics include manufacturing, production, assembly, autonomous driving, electric vehicles, hydrogen and fuel cells, leadership, and more.About FlexGen:Based in Durham, N.C., FlexGen is an innovative software and services provider in the global energy storage sector. At the forefront of the energy transition, FlexGen leverages decades of engineering and software expertise to help shape the future of sustainable power both in the United States and globally.FlexGen's HybridOS™ software seamlessly integrates with any hardware vendor and with both traditional and renewable power sources. Their advanced analytics and AI-driven insights enable energy storage owners to effectively deploy diverse power market strategies, enhancing grid stability and increasing economic returns. With 1.5M hours of runtime and 8 GWh of energy storage systems managed with HybridOS™, FlexGen provides field-tested software and services solutions that are trusted by developers, utilities, government agencies, and industrial companies worldwide.Key Takeaways:FlexGen focuses on turning batteries on, keeping them operational, and extending their life.The company has evolved from hardware manufacturing to a software-first approach.Batteries play a crucial role in stabilizing the grid and managing energy supply and demand.Effective communication of value propositions is essential in the energy sector.The energy storage industry is influenced by the growth of electric vehicles and renewable energy sources.FlexGen aims to solve real-world problems in energy management.Understanding the character of energy is vital for effective grid management.The company is open to future opportunities beyond current technologies.Grid stability is affected by the balance of supply and demand.FlexGen's software can help utilities optimize their energy resources.About the Guests:Tony Olivo is the Senior Vice President of Software Engineering at FlexGen. With 17 years of experience in large-scale power conversion and energy storage systems, Tony leads the software development division for FlexGen's products in energy storage control, analytics, and orchestration. He holds a degree in Electrical Engineering from Rensselaer Polytechnic Institute and is the author of seven patents.Ken Rahn is the Vice President of Marketing and Customer Solutions at FlexGen. Based in San Francisco, he brings extensive experience in technology and leadership, with a background in organizational communications and biomaterials. His career began in the U.S. Navy, where he led a team of over 50 Nuclear Electronics Technicians. He has since held roles at NRG Energy, Medallia, and Iterable, navigating multiple pre-IPO to post-IPO transitions. Ken is excited about FlexGen's potential for explosive growth in the energy sector.Links & Resources:Learn more about FlexGen:FlexGen WebsiteAccess insights and downloads:FlexGen ResourcesShow Notes:brandonbartneck.com/buildingbetter/flexgen
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.We're excited to get into this Wednesday with guest host Elena Ciccotelli of the EVs for Everyone podcast. Today, we're covering Toyota's battery investment in the US and China, the future of GM's Cruise robotaxi program and how Ford is planning on integrating EVs with a gas-powered generator for extra range.Toyota is accelerating its electrification strategy in both the U.S. and China with a significant investment in battery production and a focus on hybrid vehicles.Toyota will begin producing batteries at its new North Carolina factory in April, initially for hybrid vehicles, before expanding to full EV production.The Liberty, N.C., plant will start with three battery lines for hybrids, adding a fourth soon after. By 2030, it aims for 30 GWh capacity.Toyota is launching a wholly-owned subsidiary in China to build Lexus EVs, with a Shanghai plant capable of producing 100,000 vehicles per year starting in 2027.Toyota CFO Yoichi Miyazaki emphasized the importance of hybrid vehicles, stating, “Demand for hybrid vehicles is quite strong in the United States… We will solidify our production by producing batteries for hybrid first.”The company is keeping a cautious eye on potential new tariffs from President Donald Trump, preparing by focusing on shorter product lead times and flexible strategies.Nearly 2 months after announcing they would no longer fund autonomous vehicle subsidiary Cruise, GM is officially shutting down its robotaxi operations, leading to mass layoffs including CEO Marc Whitten and several top executives.The layoffs impact nearly half of Cruise's 2,100 employees, with affected staff receiving severance and benefits through April and LinkedIn Premium for a year to assist with the job search.GM has now fully absorbed Cruise, ending its robotaxi ambitions to focus on its hands-free driving system, Super Cruise, and future autonomous consumer vehicles.The shutdown follows an October 2023 safety scandal where a Cruise robotaxi ran over and dragged a pedestrian, leading to permit suspensions in California.Cruise had been working on safety upgrades, including "Project Rhino," a sensor system aimed at preventing incidents like the 2023 crash.Ford is betting on Extended Range Electric Vehicles (EREVs)—EVs with a gas-powered generator for extra range. This move aligns with Ford's focus on meeting consumer demand for EV efficiency without sacrificing range.Ford's EREV models will include Super Duty trucks, the F-150, Expedition, Explorer, Bronco, and Maverick.CEO Jim Farley was reportedly impressed by the success of EREVs in China and sees them as an affordable, practical alternative to full EVs.Ford expects the EREV versions within two years, but also expect confusion as dealers and buyers adjust to yet another drivetrain option.Finally, our editor friends at Cars.com released their ‘best of 2025” awards today and since we're talking EVs, let's talk about the 2025 Kia EV9Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
Description:In this episode of Kilowatt, We discuss Nissan's plan to secure 20 gigawatt-hours of batteries from SK for 300,000 North American EVs and their $500 million investment in their plant in Mississippi. We cover Kia's recall of 80,000 Niro models due to safety issues, and Hyundai's partnership with GM for rebadged commercial EVs. I explore Tesla's promotional offer of enhanced autopilot for Chinese customers and their legal challenges with the EU over import duties. Insights from Joe highlight the Ram Charger EV pickup's towing capabilities, and I chat with Scott Bolt from Clever Charge about their AI-equipped Level 2 home EV charger. Stay tuned for Tesla's earnings call analysis in the next episode.Support the Show:PatreonAcast+Links:Joe4CyberTeslaNews:Nissan's 20 GWh's of batteriesKia Niro RecallHyundai may rebadge commercial EVs and sell them to GMGM helps out California with mobile DC fast chargersTesla China offers 30 day free Enhanced Autopilot and Actual Smart SummonTesla joins Chinese companies in fight against EU dutiesSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.
Today's show sponsored by: Goldco — 10% Instant Match in BONUS SILVER, for qualified JLP Show listeners Learn more at https://JesseLovesGold.com or 855-644-GOLD JLP Wed 10-23-24 Hr 1 God loves all. Migrants, cartels. Calls: ex-Dem! BQ. Taxes for evil. Supers // Hr 2 Calls: Irritating mother. Steelers game? JLP army story. Call: Revenge? // Hr 3 Manhood Hour, Calls: Family court. FE. BQ. Women? Supers, Calls // Biblical Question: Why do you need anyone else's approval? TIMESTAMPS (0:00:00) HOUR 1 (0:03:56) Don't believe in perfect peace, anger-free life, loving all (0:11:51) Election, Migrants, cartels, politicians, electric bills (0:21:06) LULU, FL, 1st: Dem voting GWH. BQ. Stay with it. (0:24:21) BOND Archive: God so loved the world (0:26:09) EARL HUTCHINSON, MI: BQ (0:31:51) BOND: Love one another. Books (0:34:06) HOUSTON, Canada: BQ, they employ me! (0:36:58) MO, TX, 1st, black man for Trump (0:41:31) PATRICK, MA: Money, Bible: Taxes finance evil, Bitcoin (0:48:56) Supers: Wayward son… (0:54:00) NEWS: McD's E. coli (1:00:58) HOUR 2: No, señor! Cartels (1:03:52) Sean living off the land (1:06:16) MAKA, South Africa, 1st: Face, forgive parents. Overwhelming (1:26:31) WENDY, OH: Gal on field at Steelers game? (1:30:19) GoldCo sponsoring JLP! (1:33:56) WENDY: Stop whining, people. Get out and vote. (1:37:26) Supers… Jesse military rejection story… Hake, too (1:46:31) JOHN, PA, 1st: Why no revenge? Coworkers (1:54:00) NEWS: Experts claim Kamala economy beats Trump's (1:59:00) HOUR 3 (2:02:43) Manhood Hour: Something special about Trump (2:04:21) JOHN: Good call. (2:08:33) ROBERT, NM: BQ, shooting birds, squirrels, taxes (2:14:12) ARI, Canada: Fathers in court (2:24:44) SARAH, AZ: FE, no proof (2:31:36) Hake, Joel, BOND, Nick had Bill cohost (2:33:06) ANDREW, MN, BQ, doing it for God? Woman's purpose? (2:42:51) Supers: Women; in your head (2:48:13) IVAN, CA, 1st: Child's mother breakup (2:53:31) EROC, Los Angeles, 1st, beating myself down: Call tomorrow (2:55:21) Closing
JLP Mon 9-9-24 Female Monday. Hr 1 Why America's never coming back: 1: No men. 2: Govt takeover. GA shooter's father arrested. // Hr 2 CALLS: God did not create evil. Parents, no love. Father to blame? Evil Gov't! Supers… MARK: ready to live? // Hr 3 Newsom veto. 2042 minority rule. Calls… Men, take over. Supers… Joel Friday defends his position… // TIMESTAMPS (0:00:00) HOUR 1 — Female Monday (0:06:36) 1: Men under attack. No head. Woman's mindset. (0:12:10) 2: Govt takeover. People go along with it. (0:17:51) Colin Gray charged… Govt: You're next! (0:31:28) Spiritual reasons? Sad day in America … (0:34:27) Bit by bit, govt controls the people. (0:38:14) Colin Gray: Son frustrated (0:40:07) Can't hit a woman! … (0:41:53) "Bullying"… (0:43:29) Father and son hunting… (0:47:59) Experts' female advice; govt doesn't care (0:52:35) ARISTOTLE, Greece… (0:55:00) NEWS… HOUR 2 (1:03:20) ARISTOTLE: God did not create evil. (1:07:47) JOHN, TX: Parents have no love, even Christians. (1:12:44) BILL, Atlanta, 1st, gay, pro-Trump. Father to blame? (1:22:31) Godless body of people (1:25:10) Govt can arrest you: Hake (1:28:12) Supers… Fire Joel! (1:31:28) Super: Watch thoughts! Distrust them! Church. (1:38:59) Super: Jesus already returned; Floodgate of destruction! (1:41:33) MARK, WA, 1st, 66: Ready to live? (1:55:00) NEWS… HOUR 3 (2:03:33) Newsom vetoed illegal home loan bill (2:07:22) Bad news: 2042, no racial majority (2:14:46) JOSHUA, NY: Manly raising… GWH! (2:21:33) PATRICK, Denmark: Financial collapse? No. Men take over. (2:23:31) JACOB, UT, 1st: Wanna be a father, responsibility (2:31:40) Subscribe here… (2:33:56) JACOB: Want for nothing. Forgive mother? "To-do list" (2:40:55) JAMEEL, Canada: Fathers arrested (2:44:09) Supers: Praying family… Forgive; Joel; Work on self (2:48:29) Joel Friday: Arrest the parents! Supers… (2:56:21) Closing: Wake up. Forgive.
JLP Fri 8-23-24 Get-it-off-your-chest Friday! Created to serve? MHM: Theodore Roosevelt! Hr 1 Tax-funded group: $30K for non-citizens! JOSH: BQ; blacks created to serve whites? Supers… // Hr 2 JAY: TX going blue. SARAH: Mother turned me into her. Trump's life threatened. JESSE: sleep scared. // Hr 3 Men's History: Theodore Roosevelt! KENNY got neutered! Supers… Joel: Created to serve? JAZZ disobeys boyfriend… Supers… // Biblical Question: What's going on on Earth? TIMESTAMPS (0:00:00) HOUR 1 (0:04:27) Express Yours Friday: Grandmothers raising children, selfish mothers (0:06:59) Go within, live from there. Have no fear. (0:09:57) Tax-funded group: $30K to non-citizens. CA, OR, TX turning blue (0:20:20) JOSH, GA, BQ: Good, bad, ugly, walking on water (0:23:32) JOSH believes blacks created by God to serve whites (0:32:02) Announcements… TFS, Anthony Rogers… (0:35:16) Hake/Josh, SUPERS: Ronnie, Anchor Baby, BQ, thinking/seeing (0:50:15) JAMES, SD: BQ; thoughts going crazy (0:55:00) NEWS … HOUR 2 (1:02:39) Express Yourself: Joel term "boss babes." (1:05:55) JAY, TX: Colombian at DNC; Texas turning blue. Fighting back? (1:15:43) SARAH, MS: Wisdom. Prayer. (1:21:36) SARAH: Know thyself. Mother turned me into herself. (1:32:00) Announcements: PunchieTV, Uncle Tom II free on YT! (1:35:40) Concerned for Trump: Man in custody who threatened his life. (1:41:00) JESSE, MN, 1st: Sleep scared, wake up in a rut (1:43:58) JESSE: Why haven't you dropped anger? NGMI, trying to write a book (1:48:55) JESSE: Just like your mother! She tries! Forgive (1:50:50) Supers… whites, Noise and lies in my head, Irish, (1:55:00) NEWS… HOUR 3 (2:04:35) Men's History: Theodore Roosevelt, thank you! (2:14:25) They don't make 'em like that anymore. (2:15:25) KENNY, CO, 1st: You right on custody fights (2:19:10) KENNY: If you want to win, stop fighting. Got neutered! (2:21:50) KENNY on BQ: Pure hell. Was a boxer. (2:24:17) Supers: Be that as it may. JLP Donahue. Slap! (2:31:44) Announcements (2:34:41) Joel's shirt, Nick's (2:38:07) Joel: created to serve? Black quarterbacks? Michael Jordan? (2:44:50) JAZZ, MN, 1st, boyfriend told me to call. Issues… Disobeys. (2:47:15) JAZZ: Forgave mother! Drop the anger. GWH! (2:52:13) Supers: Mixed foster kids? Whites pushed around, etc. (2:57:28) Closing
JLP Wed 8-21-24 A deal with the Devil! Hr 1 Doug Emhoff praises Kamala. Neighbor kills man by yard. SERG: Daughters leave home? RENE: Entertainers sold their souls. JADEN, hold. // Hr 2 JADEN: Emotional deception in sales. OVIDIU: Thoughts, emotions. Supers… RAY: Judging an illusion. DANIEL: Wife hates the new real me. // Hr 3 It's cold! Manhood Hour. DANIEL welcomes truth. GALAHAD: BQ. ANNE MARIE (sp): Drop hope. BINIAM: Why Trump a great hope? Supers… CONOR: Dem family. BLAKE: Great polos. JOSHUA: More aware alone. // Biblical Question: What is going on on Earth? TIMESTAMPS (0:00:00) HOUR 1 (0:04:16) JLP: Spiritual battle. Govt lies, pushes fear, does nothing. (0:12:22) Doug Emhoff praises mama and Kamala: "blended family" (0:21:16) Evil encouraged: Neighbor allegedly murders man (0:31:35) Alpha Jerky, Hake, Joel, Nick (0:35:06) SERG, TX: Daughters leave at 18? (0:38:36) RENE, TX: Why celebrities liberal? Deal with the Devil! (0:41:21) RENE: All human beings want power. DNC for abortion (0:44:11) You're not in control. (0:47:31) JADEN, CA: Fear… door-to-door sales… (0:55:00) NEWS… HOUR 2 (1:02:53) Raise daughters well. Good old days, they'd stay home. (1:04:21) JADEN: Cries as a salesman. Sell with the aura of God. (1:07:26) OVIDIU, Romania: Overcome thoughts. 99-pct white. Gypsies? (1:16:41) OVIDIU: Prayer. Emotion: Don't call it you. Endure. (1:20:55) Supers: BQ, Counseling, Actors' politics, Watching thoughts? BREAK (1:33:26) RAY, NJ, 1st: spectacular show yesterday. It's all an illusion. (1:35:21) RAY: Devils hate human beings, but say they love you! Friendly evil (1:38:01) RAY: I'm judging an illusion. Don't know possessed: All an act. (1:41:31) DANIEL, TX: Wife thinks me the problem; Quiet confidence, prayer (1:46:35) DANIEL: Wife wants to leave or psychologist. (1:51:35) DANIEL: Nothing more important than the truth. Let her go. HOLD (1:55:00) NEWS… HOUR 3 (2:02:06) Are you cold? Hake! MANHOOD HOUR: Throwback (2:06:06) DANIEL: Don't try to convince wife. Let 15yo son. It's clear. (2:11:51) JLP: Invite the truth in. (2:12:23) GALAHAD, NY: BQ (2:16:56) ANNE MARIE, CA… optimistic? (2:21:18) ANNE MARIE: Drop your hope. Hope is for dopes. (2:22:41) ANNE MARIE: Perfect peace. Masses have fear. (2:24:16) ANNE MARIE: Heart attack… (2:27:30) BINIAM, CA, 1st: GWH? Our hope is in God! HOLD (2:31:31) PunchieTV… Nick's baby coming home. (2:34:41) BINIAM: Why is Trump a great hope? God, send great leaders. (2:38:46) BINIAM is a leader, engineer, African, God's will (2:42:21) Supers: BQ. Mercy or Grace? Women, weak men, Color Purple (2:47:11) Supers: Most don't want out. We sick. Gypsies… (2:48:51) CONOR (sp), Chicago: Dem family, Dad voting Kamala? Darkness. (2:51:29) Oops, I hung up on Jay! (2:52:21) BLAKE, OH, 1st: Doing great. Love your polo shirts. (2:53:06) JOSHUA, WA, 1st: Why easier to be aware alone? Unconscious. BQ (2:54:46) JAY, CA, 1st: call tomorrow! Sorry! (2:55:36) Closing: Work on you.
JLP Mon 7-15-24 Experts and callers react, and talk about their personal lives! Hr 1 Experts on the attempted assassination of Trump, and the "bullied" weasley suspect. Fake? Hr 2 Calls: Christina won't pray, disobeys husband, angry at dad! … Ben prays for the nation. Supers… Hr 3 Assassination attempt. Calls: Dawn, an evil mother, had an evil mother. Trump classified docs case dismissed! Supers… Whose fault is the shooter's actions? TIMESTAMPS (0:00:00) HOUR 1 - New BQ, Female Monday (0:06:45) Attempted Assassination on GWH (0:12:10) Suspect: Thomas Matthew Crooks (0:15:15) Experts intro, Joel's short hair (0:17:45) Nick, Joel, Hake thoughts (0:25:25) First thoughts: Joel, Nick, did Hake cry? BREAK (0:31:25) Hake didn't cry (0:32:56) JLP: Not surprised, Trump loves the country (0:36:06) Suspect "bullied," Signs, Pushing anger as good (0:42:41) NIGEL, TX: He didn't get shot in the ear, blood (0:47:21) People's minds, thinking it's fake, Lies (0:52:31) CHRISTINA, GA, 1st, HOLD (0:54:51) NEWS Hr 1 … HOUR 2 (1:03:46) CHRISTINA: Forgave? Not praying. Who are you? (1:13:26) CHRISTINA: disobeys husband; No limit to destruction of anger (1:20:06) DALTON, WA, 1st, great call on growing up, working, taking care of self (1:27:31) BEN, MI, 1st, Pray for nation? BREAK (1:33:16) BEN: Why pray for nation when it doesn't work? "Minister" (1:42:27) BEN: Praying — interrupted… Amen. Ever angry? (1:45:56) Supers: GWH Trump, Stay present, Watch, BQ Hope? Conspiracies (1:54:51) NEWS Hr 2 (1:59:46) HOUR 3 (2:03:51) Overview of the Attempted Assassination (2:06:55) DAVID, OH, 1st, says he was at the rally (2:11:25) JOSH, GA: BQ (2:13:35) DAWN, OH, 50, ex drug addict, mother's spirit in son (2:23:05) DAWN: All yearn for father; Seeing evil. Silent Prayer, Oh s***! (2:28:10) BOBBY, IN, 1st, white and slow, BREAK (2:33:50) JERRY, GA, peace unmarried? Trump, seems fake! Black reaction (2:42:34) Elon Musk, Secret Service, Trump classified docs case dismissed! (2:45:31) Supers: Trump, Who's to blame for shooting? (2:51:00) PAUL, CA, 1st, wants counseling, call BOND 323-782-1980 (2:53:03) Closing