Energy Sector News

[petit_bateau]

It will be interesting to see how well this story stands up .... bearing in mind the underlying origin seems to be zerohedge ....

(Whether there is a knock-on financial effect is undisputed. The real issue is whether physical cargo is getting sold through from Russia to Europe.)

China Is Quietly Reselling Its Excess Russian LNG To Europe | OilPrice.com

China has been quietly reselling Russian LNG at a major mark up to gas-hungry European customers

oilprice.com

 

[transpondster]

It will be interesting to see how well this story stands up .... bearing in mind the underlying origin seems to be zerohedge ....

(Whether there is a knock-on financial effect is undisputed. The real issue is whether physical cargo is getting sold through from Russia to Europe.)

China Is Quietly Reselling Its Excess Russian LNG To Europe | OilPrice.com

China has been quietly reselling Russian LNG at a major mark up to gas-hungry European customers

oilprice.com

Well ruzzian LNG/gas I think is only banned in my country and Estonia from 2023, I though all other countries accept it

 

[petit_bateau]

Well ruzzian LNG/gas I think is only banned in my country and Estonia from 2023, I though all other countries accept it

If Russian LNG cargoes are genuinely ultimately making their way to Europe via China this would be a significant mis-utilisation of the limited numbers of LNG ships. I say this because Russia actually has the one LNG liquefaction plant in the north-east Pacific (Sakhalin 2) and so LNG carriers from there would need extremely long transit times to reach Europe, so the effective shipping capacity would reduce. Far more cost-effective for Russian Pacific cargoes to continue going to Japan/Korea/China markets and for the J/K/C markets to take less cargoes from MidEast/Atlantic. Then the MidEast/Atlantic cargoes can do the shorter route to Europe. That ultimately would maximise profit for the various players.

With respect to the other operating Russian LNG liquefaction plant (Yamal) that appears to be struggling to find buyers in Europe. I know a lot of ports in Western Europe are simply refusing to accept Russian cargoes, and some traders are refusing to deal those cargoes. If indeed they are having to ship that to Asia-Pacific clients then again that will be badly affecting overall shipping capacity. Also from what I can read they are suffering from maintenance issues due to parts availability in Yamal. The plant that is in-build (Arctic LNG) appears to basically no longer be able to be completed, although with train 1 at 95% complete surely they can figure out the final bit.

So I'm not quite sure what to make of it. Possibly it is deliberate hit-piece from zerohedge, possibly it is a simple misunderstanding. There's enough truth in it though that it would be good if someone could dig into it further.

I'm also not sure to what extent any of this is affected by the moves to open up the Arctic Circle passage and the extent to which that is actually being done in a commercially effective manner.

One thing is for sure, there's a lot more flaring going on in Russia these days.

List of LNG terminals - Wikipedia

Novatek’s LNG Export Projects Hit by Global Sanctions Against Russia - Natural Gas Intelligence

Russia’s largest independent gas producer, PAO Novatek, is struggling with its two liquefied natural gas (LNG) projects in the country’s Far North under

www.naturalgasintel.com

New sanctions deal fatal blow to Russia's Arctic LNG

Russia intended to become world leader in liquefied natural gas. The war against Ukraine has torpedoed plans.

thebarentsobserver.com

 

[petit_bateau]

tidying up before the weekend

UK isolated (sigh, again)

UK isolated as EU agrees windfall tax on energy firms

Levy could raise €140bn, and energy ministers also set targets to cut electricity use

www.theguardian.com

I predict demand side will not get traction unless the cake gets shared evenly with the consumers, but at least the size of the cake is being quantified

Demand side flexibility in Europe – 130-164GW by 2030

New modelling from smartEN and DNV suggests huge scale potential from flexibility for consumers and the clean energy transition.

www.smart-energy.com

and horribly complex

Energy communities the missing piece of Europe's transition puzzle

Energy communities within the European energy transition is becoming more of a priority, but more is certainly needed.

www.enlit.world

.... all for just 5% ...... hmm

 

[nativewolf]

It will be interesting to see how well this story stands up .... bearing in mind the underlying origin seems to be zerohedge ....

(Whether there is a knock-on financial effect is undisputed. The real issue is whether physical cargo is getting sold through from Russia to Europe.)

China Is Quietly Reselling Its Excess Russian LNG To Europe | OilPrice.com

China has been quietly reselling Russian LNG at a major mark up to gas-hungry European customers

oilprice.com

I will note that though I read the site they appear to be owned by Russians. The quality of and direction of editorials there shifted markedly in last 8 months. At least it appears to me.

 

[nativewolf]

https://twitter.com/x/status/1576156459712540672

 

[petit_bateau]

WTI $83.2/bbl
Brent $88.9/bbl
NL TTF gas €179/MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Gas down sharply from €204. Storage facilities in Germany were 91.3% full as of September 30th and gas from Russia now represents around 9%, compared to 40% before the war in Ukraine.

Russia gas sulks on another customer, Italy

Russia completely halts gas flows to Italy | Montel

(Montel) Russia has completely stopped its gas exports to Italy on Saturday, Italian energy company Eni said.

www.montelnews.com

Europe gas backfills in Ukraine

https://twitter.com/x/status/1576629595985436672

EU moving on pricing

How the EU Commission envisages gas price caps and profit absorption on the electricity market

European Union energy ministers will meet in a special session in Brussels on Friday to discuss deep cuts to the gas and electricity markets. A non-public paper obtained by <b>pv magazine</b> shows the Commission's proposal, which includes a triad of reduced prices, consumption reduction, and...

www.pv-magazine.com

Deutsche & Credit Suisse under pressure, unclear to what extent energy exposure relevant

Credit Suisse CEO reassures staff bank has solid balance sheet amid market speculation

Ulrich Körner says he is ‘confident we have what it takes to succeed’ and tells staff coverage of bank’s crisis contains ‘inaccurate statements’

www.theguardian.com

and

Credit Suisse (CS) And Deutsche Bank (DB) At Distressed Valuations: Which To Avoid?

Both CS and DB are trading at distressed valuation. CS will have to go through a painful restructure. Read more here.

seekingalpha.com

Bird flu spreads, embeds

‘Unprecedented’ bird flu epidemic sees almost 50m birds culled across Europe

Poultry farmers from Arctic to Portugal reported 2,500 outbreaks in past year, with migrating birds taking avian flu to North America

www.theguardian.com

VW sells silver before price collapse .... Porsche

Porsche shares flat at close after landmark $72 billion listing

Porsche AG shares had a see-saw start on Thursday, after Volkswagen defied volatile markets to list the sports car brand at a valuation of 75 billion euros ($72 billion) in Germany's second-biggest market debut.

www.reuters.com

Intel sells silver ..... MobilEye

Intel's Mobileye files for listing in first sign of thawing tech IPO market

Intel Corp's self-driving unit Mobileye on Friday unveiled its filing for a U.S. initial public offering, testing support for a high profile stock debut even as the market for new issues has virtually collapsed.

www.reuters.com

in ?? unrelated ?? move .....

Tesla shows AI teeth

Tesla Q3 P&D in

Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for Third Quarter 2022 |Tesla Investor Relations

AUSTIN, Texas, October 2, 2022 – In the third quarter, we produced over 365,000 vehicles and delivered over 343,000 vehicles.

ir.tesla.com

Hydrogen stream firms

The Hydrogen Stream: Plastic Omnium to build Europe’s largest hydrogen vessel factory

Plastic Omnium has secured French state funding support to build Europe’s largest hydrogen vessel factory, while Vancouver-based First Hydrogen said it is considering investments in Europe's commercial hydrogen vehicle sector.

www.pv-magazine.com

Chinese solar juggernaut raises prices

Chinese PV Industry Brief: Tongwei, Jolywood raise solar cell prices

Tongwei and Jolywood announced higher cell prices, while Maxwell revealed that it has signed a deal to sell 4.8 GW of heterojunction PV production equipment to Golden Glass.

www.pv-magazine.com

Indians beginning to get right GW-scale units in solar mfg

Adani targets 10 GW of polysilicon-to-solar module capacity by 2025

India’s Adani Solar will expand its PV cell and module manufacturing capacity to 10 GW per year by 2025, with backward integration up to the polysilicon stage.

www.pv-magazine.com

LFP for 2-8h duty

Saft unveils new modular battery for time-shifting applications

Saft, a unit of TotalEnergies, has launched a new LFP battery storage system that is optimized for time-shifting applications.

www.pv-magazine.com

Bundling virtuality

The weekend read: Real barriers to virtual power plants

The technology is available for virtual power plants to be rolled out across the United States, argues Jigar Shah, the director of the Department of Energy’s Loan Programs Office. Their implementation would result in a cascade of benefits, including extending the adoption of distributed energy...

www.pv-magazine.com

Develop, derisk, flip, repeat

Ørsted Completes 50 Pct Divestment of World's Largest Operational Offshore Wind Farm

Ørsted has completed the divestment of 50 per cent of its 1.3 GW Hornsea Two project, the world's largest offshore wind farm in operation.

www.offshorewind.biz

The 20MW are coming

ZF Wind Power Orders 30 MW Test Bench from R&D Test Systems

Danish company R&D Test Systems will develop a 30 MW powertrain and gearbox test bench for ZF Wind Power’s future Test & Prototype Center in Lommel, Belgium, and deliver the system in 2024.

www.offshorewind.biz

 

[nativewolf]

Good to see more utility scale, but commoditized, battery solutions arriving. I expect others . At 3 mw this becomes useful for small industry, you could time shift a gold mine, or a lumber mill or other resource/extraction related industries.

We just got a quote on a boiler for wood drying kilns that would utilize waste wood being feed into a boiler to produce the heat to dry the lumber. Anyway, million $ for the boiler system. That's a whole lot of solar if these utility scale battery prices can be competitive. I think there must be literally hundreds of thousands of similar cases. Then the value of time shifting is in and of itself great in conjunction with solar and wind, even if you have good electrical supply. Getting 3 phase into our sawmill site will be hundreds of thousands as well.

 

[petit_bateau]

WTI $84.1/bbl
Brent $89.5/bbl
NL TTF gas €162/MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Front-month Dutch gas futures declined towards €160 MWh, the lowest in over ten weeks, as concerns about shortages eased on milder weather and full stockpiles.

Note that under $80 the US fraccers won't play.

Oil jumps about $4 as OPEC+ weighs biggest output cut since 2020

Oil prices jumped nearly $4 a barrel on Monday as OPEC+ considered reducing output by more than 1 million barrels per day (bpd) to buttress prices with what would be its biggest cut since the start of the COVID-19 pandemic.

www.reuters.com

Fracc performance gains tapering off (the laterals get longer, the production increase not so much)

Advances in technology led to record new well productivity in the Permian Basin in 2021 - U.S. Energy Information Administration (EIA)

www.eia.gov

ZPPN boss abducted by Russia

Russian soldiers accused of kidnapping the director general of the Zaporizhzhia nuclear power plant

Ukraine's nuclear power provider Energoatom said that Ihor Murashov was blindfolded and pushed into a car by a Russian patrol.

www.businessinsider.com

Japan shifts nuclear

Japan eyes return to nuclear power - Energy Monitor

Japan’s nuclear power turnaround could not only make the country less reliant on energy imports but could help with Europe’s energy crisis.

www.energymonitor.ai

Italy delusional

What will Italy’s new right-wing government mean for energy?

Far-right firebrand Giorgia Meloni, expected to become Italy’s next prime minister, wants to expand nuclear and gas.

www.energymonitor.ai

EU cap revealed, affects

EU’s electricity price cap is “the decision rail waited for”

On Friday, 30 September, the EU energy ministers’ council decided to adopt a price cap for electricity at 180 euros/MWh to tackle the galloping energy crisis. Despite the price being higher than pre-crisis levels, it could benefit rail companies during these difficult times if the Member States...

www.railfreight.com

UK real gas

‘Significant risk’ of winter gas shortages in Great Britain, warns Ofgem

Electricity-producing firms ask regulator to change rules that could penalise them if gas supplies run out

www.theguardian.com

Ukraine-Poland rail, note coal will start moving in bulk on this soon

Rail for Ukrainian grain exports: a necessity or the future?

Before the war in Ukraine, only 11 per cent of all exports was done by rail. In the period March-July, rail handled 41 per cent of the cargo flow, almost as much as the seaports, which accounted for 45 per cent. However, now that seaports are open for traffic again, it is the preferred transport […]

www.railfreight.com

UK rail, complicated

Sparks still to fly for Britain’s electric fleet

UK electric hauled freight has shown little change over the past ten years. That’s according to new figures just released by the Office of Rail and Road, the government-appointed independent watchdog. In terms of weight and distance, the amount of electric rail freight activity over the last...

www.railfreight.com

my prediction too little too late for UK mfg industry

Labour's Great British Energy plan could spur UK investment

Labour's Great British Energy plan could boost investment into and out of the UK, allowing it to better compete in the green power sector.

www.energymonitor.ai

RWE buys into USA

Consolidated Edison sells renewable energy businesses to Germany’s RWE for $6.8B

The deal allows Consolidated Edison, the electricity provider in New York City, to “sharply focus on our core utility businesses” and the state’s energy transition, company officials said.

www.utilitydive.com

Morningstar for inverters (this is the other Morningstar)

Morningstar unveils DC/AC inverters for off-grid applications

US-based solar controller producer Morningstar has launched a new line of off-grid inverters, featuring six models ranging from 150 W to 2,500 W. Production and deliveries are scheduled to start this year.

www.pv-magazine.com

Islands for sale, 2023 (not sunny ones)

Denmark to Launch North Sea Energy Island Tender in Spring 2023

The tender for the construction and operation of the Danish North Sea Energy Island is now expected to be launched in Spring 2023, as a new political agreement has been reached on the tender rules, which include significant requirements in the areas of working conditions and environmental...

www.offshorewind.biz

Middle Corridor progress (i.e. China-Europe rail avoiding Russia) - step by step the pieces are building out

Can Turkey become China’s Eurasian game changer?

Closer trade relations with Turkey and its better integration within the Belt and Road Initiative seem to be in China’s immediate plans. The 3rd China-Turkey Communication Forum held on 26 September brought up some interesting perspectives that aspire to see the Middle Corridor becoming more...

www.railfreight.com

and

New lines open in Iran

A 271km line between Yazd and Eghlid opened in Iran on July 29, reducing journey times from Shiraz in the south of the country to the northwest.

www.railjournal.com

overal context

Türkiye’s Multilateral Transportation Policy / Republic of Türkiye Ministry of Foreign Affairs

www.mfa.gov.tr

and

Can the Middle Corridor replace Russia’s freight? – GIS Reports

The Middle Corridor, a developing land and sea freight route from Europe to China, aims to become an alternative to the route through Russia.

www.gisreportsonline.com

Musk does stupid

Zelenskiy hits back as Elon Musk sets up Twitter poll on annexed areas of Ukraine

Outrage and condemnation over billionaire’s suggestions including formally making Crimea part of Russia

www.theguardian.com

 

[petit_bateau]

WTI $86.6/bbl
Brent $91.9/bbl
NL TTF gas €162/MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Russia’s Gazprom said gas flows via Austria to Italy are resuming following the suspension of flows over the weekend amid regulatory challenges. [Q. How has the payments issue been solved - EUR, USD, or roubles at an artificial rate ?]

ZNPP boss released

Grossi welcomes release of Zaporizhzhia's director : Regulation & Safety - World Nuclear News

UPDATED International Atomic Energy Agency Director General Rafael Mariano Grossi has welcomed the release by Russian forces of Ihor Murashov, the director general of Ukraine's Zaporizhzhia nuclear power plant. He had earlier warned his detention was "detrimental to nuclear safety and security"...

www.world-nuclear-news.org

Burning primary forest as coal substitute is BAD

Drax: UK power station owner cuts down primary forests in Canada

The owner of the UK's biggest power station, Drax, is cutting down key forests in Canada.

www.bbc.com

JohnKempReuters gas storage chartbook : looking hopeful, not certain

https://fingfx.thomsonreuters.com/gfx/ce/zjpqkxnoqpx/EUROPEAN%20GAS%20INVENTORIES.pdf

Finland powers up

Finnish EPR reaches full capacity for first time : New Nuclear - World Nuclear News

Power output from the 1600 MWe Olkiluoto 3 EPR in Finland has reached 100% as commissioning tests of the reactor continue, operator Teollisuuden Voima Oyj has announced. Regular electricity production is scheduled to start in December.

www.world-nuclear-news.org

Ukraine looks ahead --- nuclear BEV chargers

Nuclear powering vehicles as Energoatom launches ATOMcharge network : Corporate - World Nuclear News

Ukrainian nuclear power operator Energoatom is entering retail electricity through a network of electric vehicle chargers branded ATOMcharge. A network of 120 charging stations is to begin construction within two years, the company said.

www.world-nuclear-news.org

Germans have agreement ..... note the French nuclear news in this

Accord reached on keeping two German reactors in reserve : Nuclear Policies - World Nuclear News

The German government has reached an agreement with the operators of Isar 2 and Neckarwestheim 2 on keeping the nuclear power plants on standby to supply power over the coming winter if needed.

www.world-nuclear-news.org

UK does not yet have agreement

EDF to examine extensions for Hartlepool and Heysham 1 : Corporate - World Nuclear News

Energy giant EDF says it will review the case for a "short extension" for the Hartlepool and Heysham 1 nuclear power plants to generate beyond the current forecast of March 2024.

www.world-nuclear-news.org

Shell seeks known amount of pain

Shell chief: governments may need to tax energy firms to help the poor

Ben van Beurden also warns against EU moves to cap price of gas and electricity to protect consumers

www.theguardian.com

because .... talk is cheap

Talks with power firms are stuck – but if they are to succeed they need to happen soon

An EU-style revenue cap on power firms could be simplest solution for UK energy crisis

www.theguardian.com

... but the bill is coming

UK price cap on household energy bills expected to cost £89bn

Exclusive: Liz Truss’s intervention to freeze domestic energy bills could cost between £72bn and £140bn, analysis finds

www.theguardian.com

fossils never miss an opportunity to prove dinosaur ancestry

Rees-Mogg seeking to evade scrutiny of new fracking projects, email shows

Exclusive: Note setting out business secretary’s views looks for ways to accelerate schemes, including streamlining HSE requirements

www.theguardian.com

.. downhole biohydrogen in Permian fraccer future

The Hydrogen Stream: Biotech startup targets hydrogen production from depleted wells at $1/kg

Cemvita claims it can produce hydrogen at the "lowest possible cost,” Deutsche Bahn and Fortescue Future Industries have announced plans to jointly modify diesel engines for locomotives, and the Canadian province of Alberta has started promoting its hydrogen potential in Japan.

www.pv-magazine.com

Puerto Rico gets much needed love

Puerto Rico launches tender for 1 GW of renewables, 500 MW of storage

Puerto Rico's latest procurement exercise is the second round of a tender scheme designed to allocate 3.75 GW of renewablesd capacity and 1.5 GW of storage.

www.pv-magazine.com

and

Biden pledges to transform Puerto Rico’s power system as thousands remain without power

In the two weeks since Hurricane Fiona devastated the island, LUMA Energy says it has restored service to 93% of customers.

www.utilitydive.com

More heat pump manufacturing in EU

Panasonic brings air-to-water heat pumps to Europe

Panasonic's new heat pump can supply domestic hot water, heating and cooling from a single, integrated unit. It can also synchronize with the Japanese company's PV panels and its CZ-NS4P technology printed circuit board technology, while also ensuring smart-grid compatibility.

www.pv-magazine.com

more nukes for Japan anyone ?

MHI develops reactor with enhanced safety features : New Nuclear - World Nuclear News

Mitsubishi Heavy Industries has launched the SRZ-1200 advanced pressurised water reactor design. Developed in collaboration with four Japanese utilities, the 1200 MWe reactor is designed to meet the country's enhanced regulatory safety standards.

www.world-nuclear-news.org

how much is the battery doing ?

Dutch startup stabilizes Netherlands’ grid with 9 MWh battery-flywheel storage facility

S4 Energy and ABB recently installed a hybrid battery-flywheel storage facility in the Netherlands. The project features a 10 MW battery system and a 3 MW flywheel system and can reportedly offer a levelized cost of storage ranging between €0.020 ($0.020)/kWh and €0.12/kWh.

www.pv-magazine.com

Russia-India rail route is actually via sea, but still important progress

Russia-India corridor now goes east, middle and west

The eastern branch of the International North South Transport Corridor (INSTC) is a fact. Six trains are currently en route overland, from Russia to India via Turkmenistan and Iran. These trains indicate the increased interest in transport by rail from Russia to India, as multiple routes are...

www.railfreight.com

post-Brexit empty shelves in UK shops may improve

Maersk puts fresh produce trains on tracks between Valencia and the UK

Fresh produce trains from Spain are to be spotted on tracks again. Sealand, a Maersk company, is ready to launch new intermodal flows with reefer containers between Valencia and London. The service, which is currently in the testing period, will commence officially in October and offer three...

www.railfreight.com

 

[petit_bateau]

WTI $87.5/bbl
Brent $93.2/bbl
NL TTF gas €175/MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

The other nuclear card, Poland

Poland suggests hosting US nuclear weapons amid growing fears of Putin’s threats

Request is widely seen as symbolic, as moving nuclear warheads closer to Russia would make them less militarily useful

www.theguardian.com

Opinions vary, depends which lense one looks through

Biden administration angered by Opec+ oil output cut

Senior figures see decision as a slight on the US and a sign that the oil producers club is aligning with Russia

www.theguardian.com

and

Fears grow over oil price as Opec+ agrees to bigger than expected output cuts

Cartel curbs production by 2m barrels a day despite strong US pressure, further squeezing supplies

www.theguardian.com

and

OPEC+ makes big oil cut to boost prices; pump costs may rise

The OPEC+ alliance of oil-exporting countries has decided to sharply cut production to support sagging oil prices.

apnews.com

but

Biden administration seeks delay over Prince Mohammed immunity decision

Representatives seek delay in court proceeding over Khashoggi murder after news crown prince has been named prime minister

www.theguardian.com

and

https://www.api.org/~/media/Files/misc/AFPM-Granholm-Letter-on-Refined-Product-Exports

Delay very costly

Further Delaying Climate Policies Will Hurt Economic Growth

The transition to a greener future has a price—but the longer countries wait to make the shift, the larger the costs

www.imf.org

Crime scene tape in place

Nord Stream operators: Authorities won't allow us to inspect damaged pipelines

The operators of two Baltic Sea gas pipelines that linked Russia and Germany until they both sprang major leaks last week said they were unable to inspect the damaged sections because of restrictions imposed by Danish and Swedish authorities.

www.reuters.com

Let them be priced out into the cold, UK ....

UK drops plan to prepare for winter blackouts with energy rationing campaign

Exclusive: business department and industry were considering drive to cut household use, despite PM ruling it out

www.theguardian.com

Give them money, Germany ....

EXCLUSIVE Germany in talks to provide more state aid for gas imports - sources

Germany is in advanced talks to provide billions of euros in additional guarantees to Sefe, formerly Gazprom Germania, to ensure the company can honour a major contract to supply gas to German importer VNG, two people familiar with the matter said.

www.reuters.com

Excess rents ...

EU member states could use emergency energy measures to penalize solar

SolarPower Europe has called on EU nations to apply a blanket €0.18 ($0.18)/kWh cap on the revenue generated by low-margin power plants, even though Brussels has given member states the freedom to apply different rates to different types of power plants.

www.pv-magazine.com

Coal in motion

Coal transport Poland-Ukraine up and running via Sławków

The 100,000 tons of Ukrainian coal destined for the Polish market are already transiting by rail between the two countries. PKP LHS is solely responsible for their transportation, using the Izov border crossing to enter Poland and the Sławków railway station as a distribution point in the...

www.railfreight.com

US credits countless

The Climate Economy Is About to Explode

A new report suggests that the Inflation Reduction Act could be even bigger than Congress thinks.

www.theatlantic.com

Ammonia-hydrogen diesel trains

DB’s green fuel search now focuses on ammonia hydrogen engines

Deutsche Bahn (DB) is collaborating with Australian energy group Fortescue Future Industries (FFI) to turn diesel engines into ones running on ammonia and hydrogen which will be used for rail freight, as a DB spokesperson told RailFreight.com. “Overall, both companies are investing a...

www.railfreight.com

Liquid planes

Solar-powered synthetic kerosene could be vital bridge to zero-emission flying

A study of the investment and innovation needed to achieve the European Green Deal's aviation ambitions has highlighted the key role that synthetic fuel can play until hydrogen and electric flights become a reality.

www.pv-magazine.com

China-Laos-Thailand rail link new bridge route upgrade

China to invest in key railway bridge in Southeast Asia

Last year’s opening of the Laos-China railway saw large freight volumes transported by rail between the two countries. The route is also vital for Thailand since it is its gateway to China. Currently, the three countries are considering building a rail-dedicated bridge along the Thai-Laotian...

www.railfreight.com

Regulatory capture so much more profitable than competition dahling

AEP eyes sale of competitive retail business in PJM as company focuses on regulated wires, renewables

American Electric Power expects to dedicate 65% of its $40 billion in capital expenditures over the next five years toward transmission and distribution, company officials said Tuesday.

www.utilitydive.com

The scale is right, South Africa

South Africa unveils bids for sixth renewables procurement round

South Africa's Independent Power Producer Procurement Programme Office says that 5.5 GW of solar will compete with 4.1 GW of wind power projects in its latest procurement round.

www.pv-magazine.com

Big battery Australia (note shorter duration, 2h)

Neoen completes financing for 100 MW/200 MWh battery in Australia

French renewables developer Neoen has completed the financing for its 100 MW/200 MWh "Capital Battery" in Canberra, Australia. It said the project is now on track to be operational in the first half of 2023.

www.pv-magazine.com

Battery USA big bucks .... eek

Iron-air battery startup nets $450 million investment

Boston-based startup Form Energy has raised $450 million in a new Series E financing round.

www.pv-magazine.com

Baby steps, Japan offshore

Japan's First Commercial-Scale Offshore Wind Farm Takes Final Shape

All wind turbines have been installed at the 140 MW Akita Noshiro wind farm offshore Akita Prefecture, Japan.

www.offshorewind.biz

Anything but baby steps, Chinese BEV

Spoiler: China BEV

https://www.reddit.com/r/teslainvestorsclub/comments/xvlbeq

 

[ThomasD]

Do large Wind Farms have an effect on Ocean currents? No more Wind Power for Cape Cod

Second wind turbine razed marking end of Falmouth renewable energy project. Here's why

The Wind 2 turbine in Falmouth came down on Wednesday, following the Wind 1 demolition last week, ending public renewable energy project.

www.yahoo.com

 

[navguy12]

Do large Wind Farms have an effect on Ocean currents? No more Wind Power for Cape Cod

Second wind turbine razed marking end of Falmouth renewable energy project. Here's why

The Wind 2 turbine in Falmouth came down on Wednesday, following the Wind 1 demolition last week, ending public renewable energy project.

www.yahoo.com

Gosh, the comments section (from that story) is so full of siht.

 

[petit_bateau]

Do large Wind Farms have an effect on Ocean currents? No more Wind Power for Cape Cod

Second wind turbine razed marking end of Falmouth renewable energy project. Here's why

The Wind 2 turbine in Falmouth came down on Wednesday, following the Wind 1 demolition last week, ending public renewable energy project.

www.yahoo.com

Yeah, the knowledge that lawfare exists on Cape Cod and similar places directly affected my decision to leave USA about 20-years ago. I could see that it was going to be harder to get traction there than in other places, and since that was the area I was in I was going to have to move one way or another. I remember speaking with the Mayflower / Marthas Vineyard etc people in their first months when they weren't even sure what to call themselves, and thinking that I could achieve more by putting my efforts in somewhere else. Mind you I discovered just as much NIMBYism and lawfare in the other places !

 

[petit_bateau]

WTI $88.8/bbl
Brent $94.8/bbl
NL TTF gas €160MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Gas down from €175 yesterday.

German velvet kindness

German tax authorities should show leniency to households, firms amid energy crisis - letter

German tax authorities should show leniency towards private households and companies, for example by suspending enforcement measures in certain cases, in light of the energy crisis, said a Finance Ministry letter seen by Reuters on Thursday.

www.reuters.com

because

German gas consumption too high, situation could become serious - network regulator head

German gas consumption remains too high, and the situation could become very serious if usage is not significantly reduced, warned the head of the country's network regulator on Thursday.

www.reuters.com

UK power ....... story changes daily .......

How would three-hour power cuts work if enacted in Great Britain?

Rota disconnection strategy is aimed at equally sharing out available power via planned local shutdowns

www.theguardian.com

or

UK power cut warning prompts fear for people using life-saving machines

Energy companies urged to prioritise at-risk consumers, including those on dialysis, as National Grid warns of rolling blackouts

www.theguardian.com

OPEC reaction

Statement from National Security Advisor Jake Sullivan and NEC Director Brian Deese | The White House

The President is disappointed by the shortsighted decision by OPEC+ to cut production quotas while the global economy is dealing with the continued negative impact of Putin’s invasion of Ukraine. At a time when maintaining a global supply of energy is of paramount importance, this decision will...

www.whitehouse.gov

Pricing without fossils

Long-term Equilibrium in Electricity Markets with Renewables and Energy Storage Only

In many regions of the world, the economic dispatch of electricity, and the corresponding financial arrangements, are organized using spot markets. This is for example the case in most European countries and in north America. In the simplest form of those markets, the wholesale price of...

climate.mit.edu

1.3GW of Dogger D is moving

BREAKING: SSE, Equinor Plan 1.3 GW Dogger Bank D Offshore Wind Project

Surveys are now underway at an offshore site where SSE and Equinor want to develop Dogger Bank D, which would bring Dogger Bank Wind Farm's total capacity to nearly 5 GW if built.

www.offshorewind.biz

1.5GW offshore Poland also moving

RWE Places 1.5 GW Offshore Wind Bid in Poland

RWE has submitted a bid to build an offshore wind farm at the up to 1.5 GW site in the Polish Baltic Sea which the Polish Government has opened for competitive process for a seabed permit.

www.offshorewind.biz

French solar mfg - go big or go home : they shut down

Maxeon shuts down French solar module factory

Maxeon has closed its last PV module factory in Europe, as it cannot remain competitive due to its small size and high raw material costs.

www.pv-magazine.com

India solar mfg - 550W and going big
NeoSol unveils 550 W mono PERC solar modules

Europe money flood

How Europe’s energy crisis has impacted corporate renewable PPAs

The energy crisis has made European corporate renewable PPAs pricier, but long-term the deals offer stability to the corporate power mix.

www.energymonitor.ai

US money flood

US Inflation Reduction Act builds confidence for clean energy transition

The Inflation Reduction Act gives the US clean energy transition industry something it has always lacked: long-term certainty.

www.energymonitor.ai

Compressed air storage proof test

World’s largest compressed air energy storage project goes online in China

The Chinese Academy of Sciences has switched on a 100 MW compressed air energy storage system in China's Hebei province. The facility can store more than 132 million kWh of electricity per year.

www.pv-magazine.com

In case anyone hasn't noticed China turbines are now world dominant on low price and good quality ..... TSLA take note !

GE laying off hundreds from onshore wind unit, report says

GE laying off hundreds from onshore wind unit, report says Onshore - Renewable Energy World

www.renewableenergyworld.com

Taiwan invastion scenario

Could a Chinese invasion of Taiwan derail the net-zero transition?

China recently reiterated its intention to “reunify” Taiwan. East Asian democracy and global decarbonisation sits in the cross hairs.

www.energymonitor.ai

China Asia rail

Khorgos terminal doubles capacity, a solution to congested borders?

The Khorgos Gateway dry port in Kazakhstan commissioned a new set of 1435mm rail tracks in its facilities. With the new tracks, the busy terminal will now be able to process more transiting trains coming from China. “From 9-10 daily trains, we will now be able to process 19-20 trains per day...

www.railfreight.com

WoodMac blurb

Global power markets outlook: the energy transition gathers pace

Sustained high prices accelerate the shift to renewables, but issues and obstacles vary by region.

www.woodmac.com

 

[ThomasD]

Would Wind Turbines in Ocean environments require more maintenance and have a shorter life span over land Wind Turbines

 

[petit_bateau]

Would Wind Turbines in Ocean environments require more maintenance and have a shorter life span over land Wind Turbines

Hmmm .....

That's a more difficult one to answer than you'd think.

Onshore turbines typically max out at abot 2-3MW. Offshore turbines typically max out at about 10-15MW though that will increase towards 20MW in the coming years. You simply cannot erect a 15MW turbine onshore - the crane needs a ship to move it around, the stuff won't fit on a road, etc.

I make the point because size does matter. It allows all sorts of things so that everything runs more smoothly and in better machinery conditions. Turbulence is mostly reduced offshore, wind speeds are steadier. Some marine corrosion issues are obviously worse.

On balance I'd say that modern offshore turbines require less maintenance and longer life spans than modern onshore turbines. They also tend to have better capacity factors. But they also cost more so at the moment the energy from them is also more costly.

Would you like to explain why you are asking ?

 

[ThomasD]

Will it be even possible for a country to go 100% renewables by 2035. No Coal No Nuclear and no Oil. Germanys is planning on shutting down Nuclear power by the end of 2022

Nuclear, coal, LNG: 'no taboos' in Germany's energy about-face

Germany signalled a U-turn in key energy policies on Sunday, floating the possibility of extending the life-spans of coal and even nuclear plants to cut dependency on Russian gas, part of a broad political rethink following Moscow's invasion of Ukraine.

www.reuters.com

 

[petit_bateau]

Will it be even possible for a country to go 100% renewables by 2035. No Coal No Nuclear and no Oil. Germanys is planning on shutting down Nuclear power by the end of 2022

Nuclear, coal, LNG: 'no taboos' in Germany's energy about-face

Germany signalled a U-turn in key energy policies on Sunday, floating the possibility of extending the life-spans of coal and even nuclear plants to cut dependency on Russian gas, part of a broad political rethink following Moscow's invasion of Ukraine.

www.reuters.com

Yes.

I can be emphatic in my answer because I have designed (and built) these systems for many years, and they are scale-neutral. Actually scale is to an extent advantageous.

Whether it would be economically sensible is a different matter. As I have often pointed out to clients, getting the last 10% or 2% or 1% of fossil fuels out of a system is very expensive and often not economically justifiable.

For a large country the existing fossil fuel generators on the electrical grid (esp any 'simple' gas turbines) can be used to provide quick-response reserve so as to get to (say) 90% more easily than trying to get to 100%.

One should try to keep a sense of balance in these things.

*** BUT *** for a country to go fully renewable energy, as opposed to 'just' a fully renewable electricity grid, then they would also need to switch all of their vehicles to BEV and build a certain amount (less than you'd think) of extra renewables generation and grid infrastructure. Also all the heating/cooling in buildings would need to shift across to electric heat pumps. Again that can be done, and could be done by 2035, but does increase the economic challenge.

Some countries are making good progress - take a look at Fig 2 in this. Personally I'd ignore Norway as it is somewhat hypocritical to be claiming to be running your country on 75% renewables when th eentire economy depends on pulling fossil fuels out of the ground. But as you can see good progress is being made.

Share of energy consumption from renewable sources in Europe

The share of energy consumed in the EU during 2022 generated from renewable sources was 23%. This increase, from a level of 21.9% in 2021, was largely driven by a strong growth in solar power. The share is also amplified by a 2022 reduction in non-renewable energy consumption linked to high...

www.eea.europa.eu

 

[traxila]

Will it be even possible for a country to go 100% renewables by 2035. No Coal No Nuclear and no Oil. Germanys is planning on shutting down Nuclear power by the end of 2022

Nuclear, coal, LNG: 'no taboos' in Germany's energy about-face

Germany signalled a U-turn in key energy policies on Sunday, floating the possibility of extending the life-spans of coal and even nuclear plants to cut dependency on Russian gas, part of a broad political rethink following Moscow's invasion of Ukraine.

www.reuters.com

100% possible.

All about political will which is.... very lacking.

A WWII type mobilization could probably manage this in seven to eight. That definitely not happening.