There will be consequences.

ERCOT West solar (white line in plot) almost fully curtailed on an 81gw peak demand day. Not the first or last time. I am interested to see how the curtailment dynamics shift as more solar takes PTC and old wind PTCs expire. #ERCOT

Redwood is currently recycling batteries at a rate of of 20 GWh/year. That's an extraordinary amount —more than some analysts thought would even be available in the US for a few more years. But it's just a shadow of what's to come 4/ bloomberg.com/news/features/…

Redwood's industrial campus is a 300-acre slope of buildings in various stages of completion. We followed cell phones and EV batteries recycled into 2500-pound bags of fluffy white lithium, then re-made into delicate foils and cathode CAM—the most valuable EV components 2/

I was just called a, "Normal, awesome guy" on a phone call with a landowner. Now y'all know!