What Happens in Vegas… Stays in Beijing?

Claire just returned from RE+ in Las Vegas, Dan just back from Beijing. We compare the U.S. private-sector deal frenzy with China's government-plus-industry energy push. Claire explains why developers and tax-equity players are racing to start construction before credits sunset, how much of the pipeline is real vs. grandstanding, and why battery storage was the talk of the floor (hello, duck curve). Dan reports on mega-scale grid building, EV battery swaps, and long-duration storage ideas (from sand to moving rock). We also look at community solar, interconnection bottlenecks, and what consolidation means for getting steel in the ground fast.

Hosts: Claire Broido Johnson & Dan Kammen

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