Energy Sector News

[petit_bateau]

Third way on MidCat, now BarMar / also 2.2GW Biscay link delayed

https://www.montelnews.com/news/1360961/madrid-lisbon-paris-ditch-third-gas-link-project

Midi-Catalonia Pipeline

www.gem.wiki

Resurrection of 300-km MidCat Pipeline: Answer To European Energy Woes? | Pipeline Technology Journal

The German and Spanish governments held a summit meeting yesterday in the northwestern Spanish city of A Coruña to discuss European energy security in general and the resurrection of the MidCat pipeline in particular.

www.pipeline-journal.net

Sánchez, Costa push for Midcat pipeline, to meet with Macron in Paris

www.euractiv.com

 

[petit_bateau]

WTI $84.6/bbl
Brent $92.8/bbl
NL TTF gas €111MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Natural gas futures linked to TTF, Europe's wholesale gas price, were trading around the €120 per megawatt-hour mark [now €111], close to a level not seen since early June, as the European Union stepped up efforts to tackle soaring energy prices and fuel supply crunches. Governments came together to back urgent measures, including a price cap, on top of a plan to set up joint natural gas purchases

Germany nigh-on agrees to gas price cap

EU leaders give political backing to gas price cap - Jnews

BRUSSELS — The European Union on Friday moved one step closer to establishing a cap on gas prices after several months of discussions, with Germany now

jnews.uk

Poland does 3.3GW solar

Poland installed 3.3 GW of solar in January-August period

Poland hit 11 GW of installed PV capacity at the end of August. The distributed-generation PV segment continues to drive the growth of the Polish solar market, despite recent changes in legislation.

www.pv-magazine.com

Poland may replace 10GW lignite plant

BNEF outlines scenarios to replace Europe’s largest coal plant with 10.7 GW of solar, wind

BloombergNEF (BNEF) has outlined a potential transition plan for a coal-fired power plant in Belchatow, Poland. It said that 5 GW of solar and 5.7 GW of wind could replace 80% of Belchatow’s lignite generation capacity by 2036, in an optimal scenario.

www.pv-magazine.com

Flow battery hopium

Quinone flow battery for grid-scale renewables storage now close to commercial viability

US startup Quino Energy has raised more than $7.8 million to scale up its quinone redox flow battery technology. Harvard University and University of Cambridge researchers came up with the initial research for the battery design.

www.pv-magazine.com

Lightning offshore

Turbine Catches Fire at 18-Year-Old Irish Offshore Wind Farm

One of the wind turbines at Arklow Bank, Ireland's first and so far only offshore wind farm, has caught fire after it was presumably struck by lightning amid severe weather with thunderstorms that hit the area, according to Irish RTE.

www.offshorewind.biz

Estonia 1.2GW offshore

Estonian Energy Company Developing 1.2 GW Offshore Wind Farm

Estonian energy group Utilitas is developing an offshore wind project whose first phase would have an installed capacity of 1,200 MW and has now contracted Ramboll to a pre-FEED study for the offshore wind farm, which is planned to be built in the Gulf of Riga.

www.offshorewind.biz

2GW offshore Australia

Asia Pacific's Offshore Wind Developer Plans 2 GW Project in Australia

Singapore-based renewable energy developer, Vena Energy, has unveiled plans for a 2 GW offshore wind project in Australia. The offshore wind farm, named Blue Marlin, is planned to be built off the Victorian Coast in the Gippsland Basin.

www.offshorewind.biz

Texas VPP

Residential batteries and solar to support Texas grid

The DER Pilot Program lets Texans with home solar+battery solutions provide energy to the Texas grid at times when it’s most needed.

www.renewableenergyworld.com

 

[petit_bateau]

France also bailing from ECT, alongside Poland, Spain, Netherlands, Italy. Surely it is dead now.

France becomes latest country to leave controversial energy charter treaty

Quitting the ECT, which protects fossil fuel investors from policy changes that might threaten their profits, was ‘coherent’ with Paris climate deal, Macron said

www.theguardian.com

 

[petit_bateau]

WTI $84.7/bbl
Brent $93.3/bbl
NL TTF gas €95MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

NL TTF below €100, a new low since early June and about 70% down from the highs of August as fears over shortages in winter eased again. The weather in Europe is expected to remain milder than usual for this time of the year until the end of the month.

Maybe Russia can get the tankers, opinions vary on this though, I guess we find out in Dec

Insight: Russia poised to largely skirt new G7 oil price cap

Russia can access enough tankers to ship most of its oil beyond the reach of a new G7 price cap, industry players and a U.S. official told Reuters, underscoring the limits of the most ambitious plan yet to curb Moscow's wartime revenue.

www.reuters.com

Shale floor not tempting, mostly I hear fraccers aren't very attractive under $80 so a $72 buy floor isn't going to do much

Shale firms discount 'U.S. put' as inadequate to lift oil output

U.S. shale oil executive Matt Gallagher this week took a poll on Twitter to gauge sentiment toward President Joe Biden's offer to stock the U.S. emergency oil reserve at prices around $72 a barrel, to give producers an incentive to drill more.

www.reuters.com

Solar tiles from Oz @ 19!

Australian manufacturer unveils solar tile with 19.3% efficiency

Leeson Group, a Melbourne-based renewable energy company, has developed a rooftop PV tile with an efficiency rating of up to 19.3%.

www.pv-magazine.com

Chinese solar juggernaut

Chinese PV Industry Brief: Strong financials, new production capacity

TCL Zhonghuan, JinkoSolar and Tongwei have all announced strong profit growth for the first three quarters of this year. CGL Integration and Space Solar, meanwhile, has provided an update on its capacity expansion plans.

www.pv-magazine.com

Hydrogen matters

The Hydrogen Stream: Penta-Ocean opens factory exclusively powered by solar, hydrogen

Japan’s Penta-Ocean has opened a new factory powered by a 670 kW PV system and fuel cells. Plug Power, meanwhile, has revealed that it will provide fuel cells, hydrogen storage, and fueling infrastructure to FreezPak Logistics.

www.pv-magazine.com

​

 

[petit_bateau]

WTI $85.6/bbl
Brent $94.2/bbl
NL TTF gas €98MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

More Russian ZPPN transgressions

Efforts to create Zaporizhzhia safety zone continue amid fresh concerns : Regulation & Safety - World Nuclear News

International Atomic Energy Agency Director General Rafael Mariano Grossi has reiterated the urgency of establishing a safety zone around the Zaporizhzhia nuclear power plant in Ukraine.

www.world-nuclear-news.org

Tesla not yet using China-Europe trains, other BEV car makers are

China-Europe: new energy vehicles fever sees multiple services launched

Xi’an, Zhengzhou and Chengdu all launched new China-Europe rail services in October. Their common denominator? New energy vehicles (NEVs) occupy the train capacity and provide a glimpse of Silk Road cargo trends. The new cargo type is quickly taking over the supply chain since the Chinese...

www.railfreight.com

Nordstream insurance vortex

Analysis: Pipeline blasts leave Nord Stream in insurance limbo

With the mystery of the blasts that destroyed undersea gas pipelines between Russia and Germany unsolved, Nord Stream 1's insurers and reinsurers are grappling with how to respond to hundreds of millions of dollars in potential claims.

www.reuters.com

German nukes to run on

German cabinet approves extended reactor operations : Nuclear Policies - World Nuclear News

The German federal cabinet has approved an executive decision by Chancellor Olaf Scholz to allow the country's three remaining nuclear power plants to continue operating beyond the end of this year. It approved a draft amendment to the Atomic Energy Act which enables the Emsland, Isar 2 and...

www.world-nuclear-news.org

and

Germany's Scholz decides on continued operation of reactors : Nuclear Policies - World Nuclear News

Chancellor Olaf Scholz has taken the decision to allow all three of Germany's remaining operating nuclear power plants to continue generating electricity until 15 April next year. His decision follows disagreement among the governing coalition parties over the continued operation of the plants.

www.world-nuclear-news.org

Slovene nuke goes critical

Mochovce 3 achieves first criticality : New Nuclear - World Nuclear News

Slovenské elektrárne said unit 3 of the Mochovce nuclear power plant reached minimum controlled output on 22 October.

www.world-nuclear-news.org

Poland gives China nuclear chill pill, and Russia !

Poland 'closer to decision' on nuclear partner after US talks : New Nuclear - World Nuclear News

Poland aims to build six nuclear plants in the coming years and has had offers from the USA’s Westinghouse, South Korea’s KHNP and France’s EDF. As the country’s deadline for making a decision approaches, Deputy Prime Minister Jacek Sasin and Climate Minister Anna Moskwa held talks in Washington...

www.world-nuclear-news.org

Russian rails go bang

Rail guerrillas in Russia bomb railway section to Belarus

A railway section near Novozybkov, close to the Russian borders with Belarus and Ukraine was damaged by the deployment of explosive devices. The damaged tracks are part of an important line connecting Bryansk, in Russia, with Gomel, in Belarus. No casualties were reported, and the attack was...

www.railfreight.com

Finland Russia freight rail halts

Finland’s VR will stop rail freight traffic to Russia by the end of the year

VR Group, the Finnish state-owned railway company, said it will stop the transportation of goods to Russia by the end of 2022. In April, VR Group claimed that rail freight traffic between the two countries would be gradually phased out after existing transport contracts would end. This is not...

www.railfreight.com

 

[petit_bateau]

WTI $86.9/bbl
Brent $94.8/bbl
NL TTF gas €103MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Of EU gas corridors ...

Explainer: Caps and corridors: how can Europe contain gas prices?

Ministers from European Union countries meet on Tuesday for yet another debate on whether and how to cap gas prices, as they look for ways to rein in costs of the fuel after weeks of talks.

www.reuters.com

Singapore will bet big on hydrogen hub methinks

The Hydrogen Stream: Singapore sees hydrogen supplying up to half of its power needs by 2050

The Southeast Asian country considers hydrogen as a key potential decarbonisation pathway, seeing business opportunities in three related specific fields: finance, shipping and aviation. Meanwhile, Evos, Hydrogenious, and Port of Amsterdam bet on thermal oil benzyl toluene for delivery of...

www.pv-magazine.com

Chinese solar juggernaut

Chinese PV Industry Brief: Canadian Solar starts production of independently developed inverters

The Chinese-Canadian module maker said its new inverters will have a power output ranging from 5 kW to 125 kW. GCL Integration, meanwhile, announced plans to build a 20 GW solar module factory and Longi said it shipped 60 GW of wafers in the first nine months of this year.

www.pv-magazine.com

... spot the scale difference with USA

OCI raises capacity of US solar panel factory from 210 MW to 1 GW

OCI said its US unit, Mission Solar Energy, would begin production of M10 PV panels at its Texas manufacturing facility in 2023.

www.pv-magazine.com

Indian for dodgy grids

Indian startup launches solar-linkable UPS system for residential, commercial applications

Su-vastika introduced a three-phase uninterruptible power supply (UPS) system with power ratings of 10 kVA to 500 kVA. The backup time provided by the system can be extended by using solar power in conjunction with the battery bank.

www.pv-magazine.com

Massive scale differences :-

800MW for US offshore, construction start, 20-years late ...........

Export Cable Installation Begins at First Commercial-Scale Offshore Wind Farm in US

The installation work on the export cable for Vineyard Wind 1, the first commercial-scale offshore wind farm in the US, has now begun with Prysmian's cable laying vessel (CLV) Cable Enterprise set to start installing the offshore part of the project's link to the grid on land after a pre-lay...

www.offshorewind.biz

5GW offshore Denmark

Ørsted and CIP Partner on 5.2 GW of Offshore Wind in Denmark, Plan Power-to-X Production

Ørsted and Copenhagen Infrastructure Partners (CIP) are entering into a 50/50 partnership to develop four large-scale offshore wind projects under the 'open door' scheme in Denmark. The projects are planned to include Power-to-X capabilities and to be built before or in parallel with the...

www.offshorewind.biz

43 GW offshore Gunangdong

Chinese City Plans 43.3 GW Offshore Wind Development, Green Hydrogen Production

The municipal government of China's city of Chaozhou, Guangdong Province, has issued a new five-year plan for energy development which, among other things, kick-starts preliminary work on the potential development of two offshore wind projects with a total capacity of 43.3 GW.

www.offshorewind.biz

Serbian pathway .... note EU has said the rail itself will get EU funding and be under EU majority control ... they are fed up with China strategy ...

China becomes main investor in Serbia in line with BRI plans

China has emerged as the number one investor in Serbia as a result of its Belt and Road ambitions. This was revealed by Bojan Stanić, deputy director of the Strategic Analysis Sector at the Serbian Chamber of Commerce, as reported by the Serbian monitor. “China’s project – the New Silk Road...

www.railfreight.com

Trieste port railfreight decongestion .... note has implications for Tesla as this is one of the locations Tesla ships to

The port of Trieste will implement VEGA’s roadrailLink system

Adriafer, the railway company of the port of Trieste, will adopt the roadrailLink (r2L) connector system that will allow to move non-cranable trailers from trucks onto trains directly. The r2L system was developed by VEGA Trans, an Austrian company specialising in vehicle transfer. For the r2L...

www.railfreight.com

 

[petit_bateau]

WTI $89.0/bbl
Brent $96.8/bbl
NL TTF gas €107MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Natural gas futures linked to TTF, Europe's wholesale gas price, traded near €100 per megawatt-hour in late October, hovering close to levels not seen since mid-June, and remaining less than a third of their summer peak of €339. Unusually warm weather which is likely to hold until mid-November, high flows of LNG and a strong storage built have eased some pressure on the gas market in the last two months. European storage is almost 94% full and Germany nearly 98%, which would cover around two months of gas usage during a cold weather. Meanwhile, EU energy ministers failed to reach an agreement on an energy price cap this Tuesday as divergences remain and a lot of details were left to be decided, including the level of the cap, with a new meeting set for November 24th. At the same time, gas flows from Russia via Ukraine have been stable but those via the Nord Stream 1 remained at zero.
- actually stocks are even higher as LNG tankers are loitering offshore

LNG ships play waiting game off Spain's coast as higher prices eyed

Several ships carrying liquefied natural gas (LNG) anchored off Spain's Bay of Cadiz are likely to stay there until late November in anticipation of a rise in European gas prices, industry sources said.

www.reuters.com

No credible path for 1.5C in place

Climate crisis: UN finds ‘no credible pathway to 1.5C in place’

Failure to cut carbon emissions means ‘rapid transformation of societies’ is only option to limit impacts, report says

www.theguardian.com

Glimmers of hope in the ashes

Carbon emissions from energy to peak in 2025 in ‘historic turning point’, says IEA

International Energy Agency says Ukraine invasion boosted state spending on clean energy and ‘will accelerate transition to renewables’

www.theguardian.com

Russian oil cap trying

Western officials finalizing plans for Russia oil-price cap

U.S. and Western officials are finalizing plans to impose a cap on Russian oil prices amid a warning from the World Bank that any plan will need active participation of emerging market economies to be effective.

www.reuters.com

DUNC stocks rewind 10-years

Decline in drilled but uncompleted wells may limit future crude oil production growth - U.S. Energy Information Administration (EIA)

www.eia.gov

and Venezuela not attractive

Venezuela's oil partners head for the exit, forgoing unpaid debt

Venezuela is allowing partners in state oil company PDVSA's joint ventures to leave - by selling their shares to others or returning them - so long as they forgo payment for past debts and unpaid dividends, four people close to the matter said.

www.reuters.com

GE struggles to make the switch, just like legacy auto struggle ....

Onshore Wind Weighs on GE Results

Executives announced a plan to cut $500 million in annual costs at the unit.

www.tdworld.com

1GW offshore Taiwan

1044 MW Offshore Wind Power Deal in Taiwan Signed

Among other items, Siemens Gamesa will provide offshore logistics and the operations and maintenance service facilities for all three projects.

www.tdworld.com

Solar doing well in Brazil

Brazil hits 14 GW milestone in the distributed generation sector

The Brazilian Association of Distributed Generation (ABGD) has announced that the sector reached the 14 GW milestone. Installed capacity grew from 13 GW to 14 GW in just over a month, “the fastest growth ever recorded,” the association claims.

www.pv-magazine.com

Utilities need to smell the coffee ...."Several speakers who represented fleet owners and vehicle manufacturers had a clear message for utilities when it comes to fleet electrification: Fleet owners are electrifying, many fleet vehicle OEMs have staked their future on electrification, and utilities must be ready now…not three, or five, or more years down the road. Those outside the utility industry don’t understand why a utility needs months to answer questions about charging infrastructure availability, rate structure data, and other information they need to help them determine when and what to electrify. They are even more perplexed when their utility tells them it could take years to build the infrastructure necessary to support their plans to move to electric vehicles. Some fleet owners have ordered vehicles and expect to charge them where and when required as soon as those vehicles are put into service. "

Conversations About Fleet Electrification Bear Repeating

Several speakers who represented fleet owners and vehicle manufacturers had a clear message for utilities when it comes to fleet electrification.

www.tdworld.com

15MW heading offshore

Vestas 15 MW Wind Turbines Cleared For First Offshore Deployment

The Danish Energy Agency has issued an establishment permit for the Frederikshavn offshore wind farm.

www.offshorewind.biz

100% smart metering 15-minute basis, next year in Finland

Finland to extend net metering to all PV systems in 2023

At present, only a few distributors offer net-metering services in Finland, meaning that only a small share of PV systems are net-metered. In 2023, all PV systems will be offered net metering through the country’s new centralized information exchange system for the retail electricity market.

www.pv-magazine.com

5x heat pumps

Daikin to scale up heat pump output in Czechia

The Japan-based manufacturing company has revealed plans to increase fivefold its production of heat pumps at its facility in Czechia by 2025.

www.pv-magazine.com

Fear bigger motivator than cost in USA solar

High electricity rates push US homeowners to consider solar

Rising electric rates, grid instability, environmental concerns and decreased solar costs are all reasons for homeowners to go solar, according to a study by Rocket Solar

www.pv-magazine.com

Fear not enough to win coal more profit

FERC approves MISO reliability contract to keep Ameren Missouri’s Rush Island coal plant operating

The Federal Energy Regulatory Commission rejected the St. Louis-based utility’s request to include an extra 0.5% return on equity in its cost recovery for the plant.

www.utilitydive.com

Eeek .... space based solar microwave .... doing the maths

Space-based solar power for terrestrial energy needs

The Cassiopeia solar project aims to use the sunlight collected by a space satellite for terrestrial energy needs. The electricity generated would be converted to radio frequency microwave radiation transmitted to an antenna on Earth. The initial LCOE would be €48 ($47.8)/MWh, according to a UK...

www.pv-magazine.com

About those bangs

Who are these rail guerrillas that sabotage the tracks in Russia?

The explosion on the railways of Russia near the border with Belarus was claimed by the guerrilla group Stop the Wagons, and it was not their first act of resistance. Who are these ‘rail guerrillas’, and what is their aim? Do you want to read the full article? Thank you for visiting...

www.railfreight.com

 

[petit_bateau]

WTI $87.8/bbl
Brent $95.8/bbl
NL TTF gas €109MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Lights difficult in Kiev

Kyiv facing ‘sharp deterioration’ in electric supply after Russian strikes

Supplier tells people living in and around city that blackouts could last ‘a lot longer’ than previously planned

www.theguardian.com

Very large oil profits

ExxonMobil’s record-breaking $20bn profit nearly matches Apple’s

Oil company’s third-quarter result smashes Wall Street forecasts – as does Chevron’s £11.2bn

www.theguardian.com

Europe gas use reduced

Europe's gas use down in September as high prices hit industry

Europe slashed its gas use in August and September as industries cut production in response to soaring prices and scarce Russian supply, although the cuts were unevenly spread between countries.

www.reuters.com

UK main gas storage field partially recommissioned

UK’s biggest gas storage site reopened to boost winter energy supplies

Rough gas storage facility in North Sea operational again as energy firms try to meet demand

www.theguardian.com

Net zero naturally

Which countries are already at net zero?

Energy Monitor takes you through the countries that claim to already be carbon sinks, with more carbon absorbed than emitted each year.

www.energymonitor.ai

Join the dots : BMW ... CATL .... Hungary ..... railfreight ..... rapid factory build .................................... ????

‘BMW was proof that Debrecen is the rail freight hub for CATL’

The opening of a manufacturing plant of CATL in Debrecen is considered a big deal, providing the region with an economic boost. What has convinced the Chinese battery maker to strike down in the eastern Hungarian city? We asked the Vice Mayor of Debrecen Lajos Barcsa at the RailFreight on Tour...

www.railfreight.com

Building renovation ugly duckling

Opinion: Eyes to the horizon during a crisis

Building renovations need the same, urgent financial aid as energy price relief to avoid future energy crises in Europe.

www.energymonitor.ai

Construction start on that China compressed air scale up

World’s largest salt cavern compressed air storage project breaks ground

Construction has started on a 350 MW/1.4 GWh compressed air energy storage project in Shangdong, China.

www.pv-magazine.com

 

[petit_bateau]

WTI $86.1/bbl
Brent $94.6/bbl
NL TTF gas €122MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Permanent demand destruction weapon

Europe on the brink of ‘disastrous’ de-industrialisation – MYTILINEOS

The energy crisis market interventions from the EU have left Europe’s energy-intensive heavy industries on their knees, says MYTILINEOS.

www.energymonitor.ai

European gas pricing

Closing Time - Growing LNG Flotilla Has Big Implications for European Gas Market

The European gas year commenced October 1 with expectations of high winter demand and commensurate gas and LNG prices.

rbnenergy.com

Wot no hydrogen

Weekly data: Hydrogen demand back to above pre-pandemic levels in 2021

Global hydrogen demand grew in 2021, but there are strides to be made in the production of renewable hydrogen.

www.energymonitor.ai

Big PV

Annual added PV capacity will more than quadruple to 650 GW in 2030, says IEA

The International Energy Agency (IEA) has published its "World Energy Outlook 2022" report. It expects the energy crisis triggered by Russia's invasion of Ukraine to accelerate the global energy transition.

www.pv-magazine.com

China talks politics

The Party Congress and the Future of China

Guoguang Wu: "The central disaster is that anything may suddenly befall an average Chinese citizen at any time."

www.chinatalk.media

China talks depression

Political Depression - China Media Project

Over the past two decades, the word “political depression” has denoted in the United States and elsewhere in the West a potentially clinical condition that can arise from the dysfunctionality of society and its politics, and the sense of a loss of control over one’s destiny. The term in Chinese...

chinamediaproject.org

China unreported

In Xi's China, even internal reports fall prey to censorship

BEIJING (AP) — When the coronavirus was first detected in Wuhan in late 2019, reporter Liao Jun of China’s official Xinhua News Agency told conflicting stories to two very different audiences.

apnews.com

Legacy automotive rare earth slackers

As Anchors Cut Free, NdPr Oxide Price Set to Sail Higher

Looking forward, we believe the current market malaise will ease in the coming 6 to 18 months, steering prices back inline with our existing projections through the medium- to long-term.

www.adamasintel.com

But copper constraint bites now

Weekly data: Copper demand is outrunning supply

Copper reserves are plentiful, but development of new mines is likely to fall behind growing global demand.

www.energymonitor.ai

Hydrogen mixing political and technical risk, maybe even geographoc risk

The Hydrogen Stream: Svevind to invest in 20 GW of electrolysis capacity in Kazakhstan

A unit of Svevind has signed an agreement to invest up to $50 billion in a project on the Caspian Sea that could produce up to 2 million tons of green hydrogen per year. Stellantis, meanwhile, has revealed plans to mass produce light commercial hydrogen vehicles.

www.pv-magazine.com

Excess LFP goes places

Mango Power unveils home and portable battery system

US-based Mango Power has developed a 3.5 kWh battery system that can be expanded up to 14 kWh. The product features LFP battery cells from CATL and can be charged through AC wall outlets, with solar panels, or via electric-vehicle chargers.

www.pv-magazine.com

BP - Herz - together

BP and Hertz to build EV fast charging stations across the US

Ride-hailing drivers, Hertz car renters and the public will be able to charge up at hundreds of locations in the U.S.

www.utilitydive.com

Big Vestas 15MW blade

Vestas Rolls Out First 115.5-Metre Wind Turbine Blade

Vestas has manufactured and rolled out the first 115.5-metre blade built for the V236-15.0 MW™ offshore wind turbine prototype.

www.offshorewind.biz

Regular Moscow-Iran-India train

RZD launches first regular train Moscow-India

The consecutive pilot services along diverse routes of the International North-South Transport Corridor (INSTC) in the past months are finally bearing fruits for the Russian Railways. RZD launched the first regular INSTC container train service linking Chekov near Moscow and the Iranian port of...

www.railfreight.com

Ukraine rail gauge stuff

Ukrainian agrarians want a broad gauge connection to Gdansk

The All-Ukrainian Agrarian Council (BAP) and the All-Ukrainian Agrarian Forum (VAF) asked the Polish government to build railway lines equipped with the Russian broad rail gauge. With this appeal, Ukrainian agrarians hope to connect Poland, specifically the port of Gdansk, with the Ukrainian and...

www.railfreight.com

and

Not broad gauge to Europe, but normal gauge to Ukraine

The possibility of extending the European railway gauge to Ukraine and Moldova has become more than just a proposal. The European Commission and the European Investment Bank (EIB) have launched a pre- feasibility study, which they call ‘a key step in preparing for better EU–Ukraine and Moldova...

www.railfreight.com

 

[petit_bateau]

WTI $88.3/bbl
Brent $94.7/bbl
NL TTF gas €115MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Ukraine wants to show clean nuclear hands

IAEA inspectors to be based in more Ukrainian sites : Regulation & Safety - World Nuclear News

Experts from the International Atomic Energy Agency are to be deployed to the Khmelnitsky, Rivne, South Ukraine and Chernobyl nuclear power plant sites in addition to those already at Zaporizhzhia, where efforts to bring in a protection zone continue.

www.world-nuclear-news.org

and

Ukraine invites IAEA inspectors to verify nuclear materials : Regulation & Safety - World Nuclear News

The International Atomic Energy Agency is sending inspectors to two locations in Ukraine to carry out a safeguards check that there are no undeclared nuclear activities and material. The checks are to take place at the request of Ukraine as it rejects allegations made by Russia.

www.world-nuclear-news.org

BarMar not quick fix (but at least its progress after 40 years !)

The French-Spanish ‘BarMar’ pipeline will do little to address the energy crisis in the short-term

The new 'BarMar' pipeline agreed between France, Spain and Portugal is a long-term investment in green hydrogen.

www.energymonitor.ai

Adamas BEV / etc battery report - H1 2022 update out

State of Charge: EVs, Batteries and Battery Materials (Free Report from @AdamasIntel)

Informative overview of the global EV market’s performance in 2022 H1 and its implications on ever-evolving battery and battery materials supply chains. #EV #batterymetals

www.adamasintel.com

UK has a problem attracting jobs, Italy does not, no prizes for why (Brexit)

Vestas to Manufacture Blades for 15 MW Turbines in Italy

Vestas has announced it will begin serial production of V236-15.0 MW blades from the third quarter of 2023 at its blade factory in Taranto, Italy.

www.offshorewind.biz

That copper problem (rpt)

Weekly data: Copper demand is outrunning supply

Copper reserves are plentiful, but development of new mines is likely to fall behind growing global demand.

www.energymonitor.ai

Danish money puzzle

Denmark’s largest opposition party wants to sell part of Ørsted to finance climate plan

In the run-up to the elections, the political party Venstre proposed to sell the state’s share in Ørsted to finance their climate plans.

www.energymonitor.ai

Polan bets both ways - USA and Korea

Poland's Westinghouse choice 'deepens strategic relationship' with USA : New Nuclear - World Nuclear News

US firm Westinghouse has been chosen to build Poland's first nuclear power plant, Polish Prime Minister Mateusz Morawiecki has said, with US Vice President Kamala Harris saying the decision "can address the climate crisis, strengthen European energy security, and deepen the US-Poland strategic...

www.world-nuclear-news.org

and

South Korea's KHNP signs letter of intent on Polish nuclear : New Nuclear - World Nuclear News

Poland's Ministry of State Assets, South Korea's Ministry of Trade, Industry and Energy, Polish companies ZE PAK and Polska Grupa Energetyczna, and Korea Hydro & Nuclear Power have agreed to develop plans for a nuclear power plant in Patnow in Poland.

www.world-nuclear-news.org

Not just a solar FIT scheme, also batteries

Thailand introduces FIT scheme for solar, storage

In an unexpected move, the government of Thailand has introduced a feed-in-tariff (FIT) of THB 2,1679 ($0.057)/kWh over 25 years for solar and a 25-year FIT of THB 2,8331/kWh for solar plus storage.

www.pv-magazine.com

Dubai at 1.8GW

Dubai solar park hits 1.8 GW of generating capacity

The Dubai Electricity & Water Authority (DEWA) has installed 270 MW of PV panels at the massive Mohammed bin Rashid Al Maktoum project since August, bringing its operational capacity to 1.83 GW.

www.pv-magazine.com

USA coal exists accelerate

Xcel to retire Texas coal-fired power plant early, speeding up companywide exit from coal to 2030

The Minneapolis-based utility plans to add 11,700 MW of wind and solar across its eight-state system.

www.utilitydive.com

96% to go

Nearly 4% of US homes have rooftop solar installed

In 2020, 3.7% of US homes generated electricity from small-scale solar arrays, reports the US Energy Information Administration.

www.pv-magazine.com

Heavy metal

California moves toward mandating zero-emission heavy-duty vehicles

To fight air pollution, the California Air Resources Board discussed a proposal to begin requiring government and commercial fleets to purchase cleaner vehicles. A plan could be in place by next year.

www.utilitydive.com

Pakistan rail - is this supposed to go via the Kujerab ?

Pakistan visit to China: is the railway corridor on the agenda?

The Prime Minister of Pakistan Shehbaz Sharif is visiting China today at Premier Li Keqiang’s invitation. Will the realisation of the China-Pakistan Corridor be discussed? With the project high on the agenda of the respective governments, the hopes are high. The official visit comes just after...

www.railfreight.com

 

[petit_bateau]

WTI $90.1/bbl
Brent $96.2/bbl
NL TTF gas €125MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

.... oil prices creeping up again .... and gas ..... more demand destruction required .... the punishment beatings will continue until morale improves ....

Subsidy-free wind building out

First-Ever Subsidy-Free Offshore Wind Farm Halfway Done

Cadeler’s wind turbine installation vessel Wind Osprey has installed the 70th Siemens Gamesa 11 MW wind turbine at the 1.5 GW Hollandse Kust Zuid offshore wind farm in the Dutch North Sea.

www.offshorewind.biz

China eye on coal

今冬能源保供形势怎么样-新华网

今冬能源保供形势怎么样 ---北风起，寒意浓。进入11月份，北方大部分地区供暖启动在即，今年冬天能源保供情况备受关注。当前，我国主要煤炭大省在煤炭稳产增长、能源调度等方面做了哪些工作？能否确保经济社会用能需求？记者在陕西、山西、内蒙古等省份进行了采访。

www.news.cn

Either way US coal is going down

AES Indiana says converting 1,052 MW of coal to gas will be $381M cheaper than renewables and storage

The utility’s resource plan includes little near-term solar and fails to take advantage of Inflation Reduction Act tax credits for “energy communities,” said Ben Inskeep, Citizens Action Coalition program director.

www.utilitydive.com

VPP for Peurto Rico

Sunrun to develop 17-MW virtual power plant for Puerto Rico’s electric utility, connecting 7,000 homes

Sunrun says the virtual power plant will be the first large-scale distributed solar resource on the island and is expected to be operational in 2024.

www.utilitydive.com

UK faces reality

Government tests energy blackout emergency plans as supply fears grow

Exclusive: Whitehall officials have ‘war gamed’ Programme Yarrow, a blueprint for coping with outages for up to a week

www.theguardian.com

Railfreight Europe volumes recovering

Rail freight recovers after two years of decline, but not everywhere

Rail freight transport in the EU recovered slightly in 2021 after two years of decline. New figures published by Eurostat on Monday 31 October revealed that rail freight volumes went up by 8.7 per cent compared with 2020, reaching almost the high level of 2018, at 399 billion tonne-kilometres...

www.railfreight.com

Afghan rail ... the eternal game

Trans-Afghan railway: Uzbekistan is ready to welcome foreign investors

The Trans-Afghan railway, which will connect Uzbekistan to Pakistan, is open to Foreign Direct Investors (FDIs), including from the EU. This was one of the outcomes of a meeting held in Tashkent, in eastern Uzbekistan, on 28 October. The meeting was between Uzbekistan’s President Shavkat...

www.railfreight.com

Russia-Iran rail ... also was up to Finland ....

EDB: ‘INSTC potential not limited to Russian involvement’

The frenzy noted lately around the International North-South Transport Corridor is not only limited to Russia’s benefits through it. The INSTC has been projected as the Russian lifeline during the past months after the western sanctions imposed on the country. However, there is more to be gained...

www.railfreight.com

 

[petit_bateau]

WTI $89.0/bbl
Brent $95.5/bbl
NL TTF gas €125MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Non-papers ...........

Europe’s latest U-turn could threaten renewables investment

An unexpected "non-paper" in which the European Commission signaled a U-turn away from a price cap on gas has caused a stir in what was already an agitated European energy industry.

www.pv-magazine.com

Recessions everywhere, ongoing, long lasting

Bank of England warns of longest recession since the 1930s

Interest rate rise to 3% is biggest since 1989 and fears UK economy may go into longer, deeper recession

www.theguardian.com

Chinese gas ..... peak ?

China's gas consumption may post first fall in 20 years - state energy officials

China's 2022 natural gas consumption may post the first decline in two decades amid a struggling economy, with demand this winter set to rise more modestly than in previous years, state energy officials said on Thursday.

www.reuters.com

US progress

Positive outlook for US energy transition ahead of midterm elections

Energy Monitor analyses the past and projected future of the US energy transition, to mark the 2022 midterm elections.

www.energymonitor.ai

Canadian teeth

Canada orders China to divest from country’s mining companies

Move comes after ‘multi-step’ review by Canada’s national security and intelligence agencies

www.theguardian.com

Aluminium quandaries

https://www.energymonitor.ai/sectors/aluminium-production-energy-transition-challenges

Solar efficiencies keep rising

Longi launches all new back contact module, promising 22.8% efficiency

Longi has launched a series of modules featuring an all-new hybrid passivated back contact cell technology, with which it claims a maximum module efficiency of 22.8% in mass production. It will initially offer the modules in 54, 60, 66 and 72 cell formats, targeting rooftop and distributed...

www.pv-magazine.com

Home efficiencies more problematic

Tapping homeowner equity in pursuit of energy efficiency

An EU renovation loan could tap into trillions of euros of homeowner equity for building renovations – if the EU can be persuaded to join in.

www.energymonitor.ai

M&A in storage

UK battery energy storage acquisitions heating up

About 550 MW of battery energy storage systems (BESS) deals have been signed in the United Kingdom over the past few days. Most recently, Masdar acquired London-based storage developer Arlington Energy.

www.pv-magazine.com

Chinese solar juggernaut

Chinese PV Industry Brief: Tongwei keeps PERC cell prices steady in November

Longi has released its earnings for the first three quarters of 2022, while Tongwei has kept prices steady for all types of PERC cells in November.

www.pv-magazine.com

Georgia (USA) nukes almost there

StackPath

Afghan rail ... wrong government

Trans-Afghan rail corridor needs EU as much as Taliban

A delegation of Uzbekistan Railways is on a visit to Europe with a mission: stirring the interest in the Trans-Afghan Corridor. This corridor that connects Uzbekistan with Pakistan via Afghanistan is in need of foreign investment, but the EU has all but jumped onboard, especially since the...

www.railfreight.com

 

[petit_bateau]

WTI $91.5/bbl
Brent $97.7/bbl
NL TTF gas €116MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Dutch gas defence

Dutch regulator: TTF gas futures market is healthy, price cap unwise

The Dutch regulator which oversees the TTF, Europe's main natural gas futures market, on Thursday warned that attempts to impose a cap on futures prices could have negative consequences, including physical shortages.

www.reuters.com

G7 oil price fixing ..... remind me again what the IEA was supposed to be for

EXCLUSIVE G7 coalition has agreed to set fixed price for Russian oil -sources

The Group of Seven rich nations and Australia have agreed to set a fixed price when they finalize a price cap on Russian oil later this month, rather than adopting a floating rate, sources said on Thursday.

www.reuters.com

UN worries re CoP etc

UN chief warns ‘we will be doomed’ without historic climate pact

Exclusive: António Guterres says gap between developed world and poorer countries is biggest issue facing Cop27 talks

www.theguardian.com

Because ...

The climate crisis explained in 10 charts

From the seemingly inexorable increase of carbon dioxide in the atmosphere to the rapid growth in green energy

www.theguardian.com

IMF view

Getting Back on Track to Net Zero: Three Critical Priorities for COP27

The devastation and destruction of climate change will only worsen if we fail to act now

www.imf.org

Solar M&A

UK developer acquires Europe’s largest PV project

UK independent power producer Rezolv Energy has acquired the late-stage development rights to a 1,044 MW solar project in Arad county, Romania. The Eastern European country is preparing to roll out a contract-for-difference (CfD) scheme early next year to deploy 3.5 GW of solar and wind.

www.pv-magazine.com

2GW for Cambodia

ADB, EDC launch 2 GW solar program in Cambodia

The Asian Development Bank (ADB) and Électricité du Cambodge (EDC) have signed an agreement to develop 2 GW of solar in the Southeast Asian country. EDC will conduct a nationwide study to identify potential solar and storage projects for implementation up to 2030.

www.pv-magazine.com

ASHP going cold

Air-source heat pump for harsh, cold climates

Carrier will soon begin field tests for a prototype air-source heat pump for cold climates. It is designed to provide high-efficiency heating performance in harsh climates with temperatures equal or below negative 29 degrees Celsius, while being grid-interactive. The US-based heating tech...

www.pv-magazine.com

More China-Europe rail capacity

A 3rd railway port between China and Kazakhstan: where is it?

A third cross-border railway port will be constructed between China and Kazakhstan. The facility will be situated between the Baktu port in Tacheng, Xinjiang and Abai Oblast in Kazakhstan, north of the two existing rail ports between the countries. This was revealed by Kazakh Ambassador to China...

www.railfreight.com

Keep an eye out for Musk having to fund a cash call at Twitter

Twitter slashes nearly half its workforce as Musk admits ‘massive drop’ in revenue

Claims that the social media platform’s entire curation team was dismissed prompts fears content could become ‘more toxic’

www.theguardian.com

 

[transpondster]

WTI $91.5/bbl
Brent $97.7/bbl
NL TTF gas €116MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Dutch gas defence

Dutch regulator: TTF gas futures market is healthy, price cap unwise

The Dutch regulator which oversees the TTF, Europe's main natural gas futures market, on Thursday warned that attempts to impose a cap on futures prices could have negative consequences, including physical shortages.

www.reuters.com

I would be in favor of some price cap like 250€/MWh for gas, that spike to 350 in August was example market is stupid for short term moves and price above 200€ already destroys most demand and allows as much supply as physically possible, maybe cap should be often adjusted compared to Asia benchmarks to allow extra gas to be diverted to Europe, but no limit and stupid high NordPool electricity cap of 4€/MWh of NordPool doesn't make sense...

 

[traxila]

Keep an eye out for Musk having to fund a cash call at Twitter

Twitter slashes nearly half its workforce as Musk admits ‘massive drop’ in revenue

Claims that the social media platform’s entire curation team was dismissed prompts fears content could become ‘more toxic’

www.theguardian.com

We have no idea how much of the 6 billion TWTR had is still around, but knowing EM’s proclivities with TSLA I would guess at least a couple of bill are left over. This should provide at least two years of a ramp before EM may have to do something really stupid, like sell TSLA to finance TWTR (although if TSLA is at 600 at that time then maybe is good idea for him?). I am optimistic this is not an issue.

 

[petit_bateau]

We have no idea how much of the 6 billion TWTR had is still around, but knowing EM’s proclivities with TSLA I would guess at least a couple of bill are left over. This should provide at least two years of a ramp before EM may have to do something really stupid, like sell TSLA to finance TWTR (although if TSLA is at 600 at that time then maybe is good idea for him?). I am optimistic this is not an issue.

Musk has said that Twitter is losing $4m/day. If that is per every 365-days then that is $1.5 billion/year. Musk may be catching a falling knife.

(I watch with interest and caution for my TSLA holding)

 

[traxila]

Musk has said that Twitter is losing $4m/day. If that is per every 365-days then that is $1.5 billion/year. Musk may be catching a falling knife.

(I watch with interest and caution for my TSLA holding)

Wise to watch for certain.

But Musk likes to talk about how his factories are cash incinerators a few months before they become cash generators.

And the four million a day was before half the staff was laid off.

Also if he kept 3 bill on hand that is a two year runway.

 

[petit_bateau]

WTI $92.6/bbl
Brent $98.6/bbl
NL TTF gas €109MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Climate hotting up despite La Nina

Climate crisis: past eight years were the eight hottest ever, says UN

Report at Cop27 shows the world is now deep into the climate emergency, with the 1.5C heating limit ‘barely within reach’

www.theguardian.com

LNG eases

LNG market in trifecta of change to prices, flows and seasonality

The global liquefied natural gas (LNG) market is undergoing a triple flattening, with prices, volumes and seasonality levelling off after a period of volatility.

www.reuters.com

UK Conned

EV charger designed ‘for UK-wide rollout’ may never be made

Winner of government tender was unveiled at Cop26 as one that would ‘stand the test of time’

www.theguardian.com

Solar to H2 actually happening in China

Chinese PV Industry Brief: Shenzhen Energy to start PV-powered hydrogen production

Shenzhen Energy has announced plans to build a green hydrogen facility in Inner Mongolia, and Daqo has secured another polysilicon supply deal. DKEM, meanwhile, has unveiled plans to build a silver paste production facility for TOPCon products.

www.pv-magazine.com

Sewing 2GW solar

Huawei, garment makers jointly target 2 GW of rooftop solar in Bangladesh

China's Huawei has partnered with the Bangladesh Garment Manufacturers and Exporters Association (BGMEA) to deploy rooftop PV on top of 4,000 apparel factories.

www.pv-magazine.com

More evidence of solar price increases

US utility-scale solar slowed in Q3

US solar had its worst quarter in two years in terms of deployment, due to global supply challenges that slowed growth, delayed projects, and drove up prices.

www.pv-magazine.com

Lithania offshore subsidy free PDQ

Lithuanian Government Plans to Have Second, Subsidy-Free Offshore Wind Farm Up by 2028

The Lithuanian Ministry of Energy has submitted for public consultation an amendment package to the Laws on Renewable Energy and Electricity, which aims to create a regulatory environment for the fastest possible offshore wind development in the Baltic Sea.

www.offshorewind.biz

Ireland talks big offshore 30GW

Shannon Estuary Could Support Build-Out of 30 GW of Floating Wind, House 2 GW of Electrolysis Capacity

The Shannon Estuary in Ireland can support the build-out of up to 1.8 GW of floating wind per year and up to 30 GW by 2050. In addition, it could accommodate a 2 GW electrolyser for hydrogen and downstream e-fuels production, according to the US-headquartered company Bechtel, which reviewed the...

www.offshorewind.biz

Germany talks big offshore 30GW

German Gov't, Coastal States, TSOs Firm Up 2030 Commitment to 30 GW of Offshore Wind

Germany's federal government, two Hanseatic cities, and four coastal states have signed an agreement with three transmission system operators (TSOs) to more closely coordinate the necessary steps to connect 30 GW of offshore wind by 2030, after the country raised its target at the beginning of...

www.offshorewind.biz

China-Europe rail volumes affected by Russian invasion of Ukraine

‘What do European companies need to return to the Silk Road?’

The New Silk Road is still growing, despite a slowdown due to the war in Ukraine. There are strong trends regarding new commodities and traffic between China and Russia is on the rise. However, European companies that were once considered Silk Road pioneers are staying away, leaving Chinese...

www.railfreight.com

...... and Estonia

EU sanctions on Russia impact Estonia: ‘rail might disappear’

Operail, the Estonian state-owned international transport and logistics company, has halved its freight volumes in the first nine months of 2022. In addition, the decrease in freight volumes has led to the layoff of over 100 employees, as the company underlined. The company has pointed out that...

www.railfreight.com

one way traffic ...

New Silk Road for electric cars mostly boosts China export

With the green light for electric vehicles on rails in China, the New Silk Road seems to experience a boom in cars on the rails. But for now, it is mostly electric cars from China to Europe that seem to make use of the new opportunity, as manufacturers in Europe have stopped using rail through […]

www.railfreight.com

Integrated planning for post-conflict Ukraine rail

Ukrainian rail industry needs a new Marshall Plan

The Global Ukraine Rail Task Force is asking for a new Marshall Plan for the Ukrainian rail freight sector. The plan, as the name suggests, would be similar to the Marshall Plan, implemented by the United States after WWII to bring stability back to Europe. The task force pointed out the key...

www.railfreight.com

 

[nativewolf]

3 years ago I asked for quotes on solar systems and the numbers just didn't work. Now that I have an order coming on a Ford lightning I got more quotes and haven't had time to even look at them but it will be interesting to see the differences.

 

[petit_bateau]

WTI $91.1/bbl
Brent $97.4/bbl
NL TTF gas €115MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Now, about that USA protectionism

EU raises concerns about production requirements in US Inflation Reduction Act

The European Union and the United States are seeking a solution for key aspects of "discriminatory" production requirements in the US Inflation Reduction Act (IRA). The EU said it might bring the case to the World Trade Organization if a compromise cannot be reached.

www.pv-magazine.com

ECT woes

Brussels pleads with countries to stay in the Energy Charter Treaty

The European Commission says Energy Charter Treaty withdrawals are worse than a reformed treaty that still protects fossil fuels.

www.energymonitor.ai

Europe gas deals

Germany keen to discuss natural gas pact with UK amid supply risk

Officials interested in deal that would allow two countries to bail each other out in event of shortages

www.theguardian.com

Emissions & pledges

COP27: How countries compare on carbon emissions and pledges

Ahead of COP27, Energy Monitor tracked the latest carbon emissions data to see how far the world is from reaching net-zero emissions by 2050.

www.energymonitor.ai

Know your diesels

Column: U.S. rush for renewable diesel may ignite fresh food fight

American trucking firms and airlines are on course to consume more renewable diesel than biodiesel for the first time in 2022, marking a significant milestone not just for the domestic fuel sector but also for global edible oil markets.

www.reuters.com

African conundrum

Weekly data: African solar sluggish as the rest of the world soars

Unlike the rest of the world, solar PV installations fell sharply in Africa in 2020, and in 2021 they remained below their pre-pandemic level.

www.energymonitor.ai

1GW floaters Taiwan

K2 Wins Work on BlueFloat's 1 GW Floating Offshore Wind Project in Taiwan

K2 Management has been appointed as Owner's Engineer for BlueFloat Energy's 1 GW floating wind project offshore Taiwan.

www.offshorewind.biz

Siemens gets it all

Siemens Energy Cleared to Fully Acquire Siemens Gamesa

Spain’s National Securities Market Commission (CNMV) has authorised the voluntary cash tender offer of Siemens Energy for the 32.9 per cent of Siemens Gamesa's share capital that it does not already own.

www.offshorewind.biz

Train not wanted

Lithuania sent empty wagons with Russian army logo back to Kaliningrad

The Lithuanian State Border Guard Service stopped and sent back five empty wagons with the symbols of the Russian Airborne Forces coming from Guryevsk, 20 kilometres from Kaliningrad. The five wagons were part of two convoys, three on one and two on the other, on their way to Tolyatti, 300...

www.railfreight.com

Train wanted

First North Korea-Russia train in years sparks fears of undercover ammunition transport

In a monumental event, the first Russia-bound freight train left North Korea on Friday, 4 November. The train carrying three closed railcars entered Russia via the only land link connecting the two countries, the Tumanagang bridge, also known as Korea-Russia Friendship Bridge. Though it is...

www.railfreight.com