Christopher Thomas
@cctme.bsky.social
Clean energy professional witnessing the rapid unscheduled disassembly of the polity. Views expressed are my own.
I’m most interested in the supply chain for these sodium ion batteries and implications for qualifying for clean energy tax credits given recent changes to Foreign Entities of Concern rules in the OBBB.
August 15, 2025 at 5:48 PM
I’m most interested in the supply chain for these sodium ion batteries and implications for qualifying for clean energy tax credits given recent changes to Foreign Entities of Concern rules in the OBBB.
Jigar - thanks so much for sharing. Would you please post the data source for your chart? I’m curious how module price translates to CAPEX in dollars per kW. Data sources like 2024 NREL ATB forecast falling solar CAPEX but of course a lot has changed since then.
July 2, 2025 at 11:53 AM
Jigar - thanks so much for sharing. Would you please post the data source for your chart? I’m curious how module price translates to CAPEX in dollars per kW. Data sources like 2024 NREL ATB forecast falling solar CAPEX but of course a lot has changed since then.
Thank you for your clear and quick explanations. Can you please clarify whether the new wind and solar excise tax will apply to projects commencing construction in 2028 or later? (i.e. could this tax apply to a project that commenced construction in 2024-2027)?
June 28, 2025 at 3:33 PM
Thank you for your clear and quick explanations. Can you please clarify whether the new wind and solar excise tax will apply to projects commencing construction in 2028 or later? (i.e. could this tax apply to a project that commenced construction in 2024-2027)?
… or at least a canola branch …
June 3, 2025 at 12:09 AM
… or at least a canola branch …
Would it be easier to onshore sodium supply chain?
April 22, 2025 at 1:44 AM
Would it be easier to onshore sodium supply chain?
Looks like Bloomberg and Fitch forecast between $3 and $4 per MMBtu in 2024. Probably a good bet, especially if two new LNG export terminals come online: www.eia.gov/outlooks/ste...
Short-Term Energy Outlook - U.S. Energy Information Administration (EIA)U.S. Energy Information Admi...
www.eia.gov
December 3, 2023 at 2:14 AM
Looks like Bloomberg and Fitch forecast between $3 and $4 per MMBtu in 2024. Probably a good bet, especially if two new LNG export terminals come online: www.eia.gov/outlooks/ste...