MJ Shiao

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MJ Shiao

MJ Shiao

@solarmj

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

Virginia, USA Katılım Nisan 2009
1.1K Takip Edilen2.1K Takipçiler
MJ Shiao retweetledi
Jason Grumet
Jason Grumet@JasonGrumet·
When government officials start PR campaigns claiming something is not their fault… It’s their fault. Obstructing the fastest growing source of American power during a period of high demand is going to hurt consumers.
Joshua Siegel@SiegelScribe

ICYMI, my interview w/ Energy Sec Chris Wright, free to read @politico. "We’re going to get blamed" for power price spikes, he told me. He says it's because of Dem moves against fossil fuels, but Trump is curbing development of fastest-to-deploy solar/wind politi.co/41OSlKu

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MJ Shiao
MJ Shiao@solarmj·
@SolarInMASS Lots of the new Chinese investment is commodity capacity vs innovation. I never made a distinction between Chinese and non-Chinese? My point is that those Chinese manufacturers pushing 30% efficiency are the ones saying it’s unsustainable oversupply that is hurting the industry.
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MJ Shiao
MJ Shiao@solarmj·
@SolarInMASS Eh, it’s a balance. Supplier viability is important. Oversupply disincentivizes investment into innovation and long term decision-making. Also, you can disagree with Scott w/o questioning his bona fides. He’s done far more to advance the industry than the chatterati here.
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Duncan S. Campbell
Duncan S. Campbell@duncancampbell·
When has better technology coming along been net worse for equity?
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MJ Shiao retweetledi
Mike Munsell
Mike Munsell@mikemunsell·
10 years ago, @ewesoff riffed with Bill Walton at a GTM event. Wesoff: “I want to start out with a confession…I’ve been to 100 dead shows and have seen the back of Bill’s head at many of them.” Walton: “Now why would that be a confession? That should be a badge of honor”
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MJ Shiao
MJ Shiao@solarmj·
y'all can apply this to whatever you want but a reminder to all that 100% of 0 is still 0.
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MJ Shiao
MJ Shiao@solarmj·
@russellthor @SolarInMASS I agree. In a world where land, interconnection, commodities, etc. cost are going up, the pure c/W savings is less impactful than cost reductions or higher performance driven by efficiency. There’s a better case for tandem junction perovskite than single junction
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InterestngTimesForAll
InterestngTimesForAll@interstng_timez·
@SolarInMASS I don't see the point of getting 20% efficiency solar below 10c per watt. BOS costs significantly more. Better to get greater efficiency or distributed supply chains and pay a bit more.
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MJ Shiao
MJ Shiao@solarmj·
@solar_chase Also, avoiding the call where the smug client says “you finally listened to me!” in awkward half jest.
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Jenny Chase
Jenny Chase@solar_chase·
Reasons solar industry analysts don't want to forecast that a terawatt gets built in a year, ever: - axis on chart doesn't go that high - makes wind industry feel bad - can't find markets to put it all in without the number being clearly ridiculous for that specific market
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MJ Shiao
MJ Shiao@solarmj·
The biggest positive of the 201 bifacial exemption revocation is never needing to explain a "bifacial solar module" to a gov affairs person ever again... whitehouse.gov/briefing-room/…
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MJ Shiao
MJ Shiao@solarmj·
@SolarInMASS Omg i wasn’t reading closely and assumed solar 🤦‍♂️
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evilSolarGuy
evilSolarGuy@SolarInMASS·
@solarmj this is batteries though - what's our grid interconnection queue like for batteries?
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MJ Shiao
MJ Shiao@solarmj·
@SolarInMASS Because everyone is moving to n-type and p-type demand is evaporating.
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evilSolarGuy
evilSolarGuy@SolarInMASS·
‘In China, however, the price of dense polysilicon for p-type wafers has reached a new record-low of US$5/kg now.’
evilSolarGuy tweet media
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MJ Shiao
MJ Shiao@solarmj·
Oh snap. New solar AD/CVD dropping one day early. The sophomore album was underrated and the third album with the new frontman got super weird. Let’s see what the fourth effort brings - I hear it’s their most ambitious yet.
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MJ Shiao
MJ Shiao@solarmj·
@stefanjarnason @JesseJenkins @RicOConnell8 Question was about the delta for US resi vs other countries. US customer acquisition costs are and have been the biggest soft cost category for over a decade. There is a laundry list of reasons why resi is costs more than other segments, interconnection being one of them
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Jesse D. Jenkins
Jesse D. Jenkins@JesseJenkins·
Spot on @RicOConnell8. When it costs 3-4x as much to install rooftop solar in the US as it does literally everywhere else in the world ($4/W vs $1-1.5/W), our market is fundamentally broken. We MUST drive down these obscenely costs if rooftop PV is to play a major role in decarb.
Ric O'Connell@RicOConnell8

What's going on with rooftop solar? It is in a bad place in the US, with persistent high costs, utility attacks, and a lack of coherent vision. @JesseJenkins recently asked about rooftop costs which got me thinking - we need to radically retool our rooftop solar industry. 🧵

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MJ Shiao@solarmj·
@solar_chase @JesseJenkins @GregNemet @l_diaz_anadon Not to quibble but feels like there are lots of lurking variables there. Very few fixed tilt projects in the U.S., as a general rule of thumb utilized for smaller projects in snowier regions with higher costs of living. All those mean relatively higher costs on a per-Watt basis.
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Jenny Chase
Jenny Chase@solar_chase·
@JesseJenkins @GregNemet @l_diaz_anadon US utility-scale solar is also rather expensive by global standards (our midpoint for fixed-axis was $1.08/W(DC) in the US for 2H 2023, vs $0.61/W in Germany. Module price is only about 20 cents delta).
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Jesse D. Jenkins
Jesse D. Jenkins@JesseJenkins·
@solar_chase @GregNemet @l_diaz_anadon That's exactly right. But also true for utility-scale PV, & there, competition has disciplined that incentive to inflate costs and has steadily driven down installed costs to levels comparable to elsewhere in teh world. Not so for rooftop solar. So there's another ingredient here
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Alex Turnbull
Alex Turnbull@alexbhturnbull·
@JesseJenkins Begs qn of why they don’t buy Meyer Burger on the cheap and make even more
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Jesse D. Jenkins
Jesse D. Jenkins@JesseJenkins·
According to a study commissioned by First Solar, the US-based thin film solar manufacturer's plans to produce 14GW of modules in the US in 2026 would add ~$5B to the value of the US economy & $10.2B in economic output, plus support $2.8B in labor income. pv-tech.org/first-solar-cd…
Jesse D. Jenkins tweet media
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MJ Shiao
MJ Shiao@solarmj·
Back in my day, we had to get fully dressed for school and stay glued to the news ticker starting at 6am in hopes of a snow day. Kids these days have it easy with advance text and Facebook notifications the night before
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Keşfet

@USCleanPower @JasonGrumet @SolarInMASS @duncancampbell @ewesoff @solar_chase @Coachella @NoDoubt