The End of Daytime-Only Solar Has Arrived

How plunging battery costs are turning solar into reliable, around-the-clock power that can compete directly with fossil fuels. Brian Stockton and James Whittingham break down new findings from Ember showing that grid-scale batteries now make dispatchable solar cheaper than many new gas plants, fundamentally changing the energy landscape.

The episode also explores why Big Oil is increasingly betting on petrochemicals and single-use plastics as EVs cut into fuel demand. A new IEEFA report reveals that a 70% global reduction in single-use plastics would deliver a major financial blow to the petrochemical industry while cutting millions of barrels per day of oil demand.

From Canada, a Clean Energy Canada study finds that switching all homes in British Columbia to electric heat pumps could save households $675 million per year, reduce electricity demand, and cut emissions by about 6% of the province's total. Individual households could save hundreds to over a thousand dollars annually.

We also discuss Australia's booming home battery market, fueled by expanded federal subsidies, and Rivian's plans for autonomous electric vehicles that can run errands, self-diagnose, and drive themselves for service as the company builds its own AI hardware and software.

The Lightning Round covers global clean energy milestones including record renewable power in Australia, new solar efficiency records, fusion breakthroughs, EV and battery news, major climate policy moves in Europe, and Tesla opening its northernmost Supercharger in Alaska.

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