Energy Sector News

[petit_bateau]

WTI $75 /bbl
Brent $81 /bbl
NL TTF gas €47 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Dutch front-month futures jumped more than 5% to €46 per megawatt hour on Friday and are on track to end the week nearly 2% higher amid concerns over the impact of LNG terminal closures in France. Four LNG terminals have been blocked since late Monday due to protests against pension reform in France, and disruptions may continue until March 14th.

US-IRA may work

Domestic sources on track to meet 'most' solar energy demand by 2030: SEIA

US solar installations by 16% in 2022, a steep decline caused in large part by trade disputes and enforcement of new human rights protections.

www.renewableenergyworld.com

which is why EU responding

EU companies can get as much in EU aid as US subsidies under looser rules

EU businesses can get as much government funding as from a U.S. green energy subsidy package, under looser European Commission rules announced on Thursday aimed at keeping them in Europe.

www.reuters.com

and

Press corner

Highlights, press releases and speeches

ec.europa.eu

PV downtrend back on

PV product prices resume downward trend, says TrendForce

TrendForce says polysilicon will be 3.2% cheaper in March than in February. This will lead to lower wafer, cell and module prices and will effectively spur installation demand.

www.pv-magazine.com

Storage vagueness

Battery storage market predictions are trickier than ever

Longer-duration battery technology is being developed and demonstrated for a number of applications and could gain widespread market acceptance as more renewable energy sources are connected to the grid.

www.renewableenergyworld.com

Grid : follow the money

Grid operators oppose FERC conference on barriers to merchant interregional HVDC transmission

But Invenergy’s petition for a conference was backed Wednesday by state utility regulators, renewable energy advocates, consumer groups and transmission companies.

www.utilitydive.com

UKR trainset

Coming to terms with the diverse infrastructure of Poland and Ukraine

“We have to come to terms with the diversity of infrastructure and rolling stock between Poland and Ukraine and seek ways of neutralising the obstacle it creates”. This was said by Tadeusz Syryjczyk, partner of the Transport Consultants Group (TOR) in a report the Polish consultancy firm wrote...

www.railfreight.com

UK trainset

Low risk opportunity to electrify almost all UK rail freight

The Chartered Institute of Logistics and Transport says that there is hardly any risk in making a step-change for British rail freight. The professional association says changing the UK from a predominantly diesel-powered rail freight operation to a modern electric network would be a cost...

www.railfreight.com

 

[petit_bateau]

And ........ carbon credit codswallop ..... these things should be eliminated, not 'upgraded'

Biggest carbon credit certifier to replace its rainforest offsets scheme

Verra will phase out programme by mid-2025 after Guardian investigation found it was flawed

www.theguardian.com

 

[SageBrush]

This article

China's ambitious rooftop solar pilot helps drive 'blistering' capacity growth

Across China, hundreds of local authorities are partnering with solar developers to cover a percentage of buildings with PV by the end of 2023

www.climatechangenews.com

Talks about the growth of installed PV in China, and the new pogramme to encourage decentralized PV. Definitely interesting, I hope the resit of the world follows in short order. But a part of me tends to view PV installations in China as a sponge that takes up dips in PV production exports so I take the data as something of surrogate of PV production growth in China. Regardless, the growth is interesting. I took the data presented and plotted it on a Log-normal graph:



The CAGR has 3 pretty distinct intervals, each lasting 3- 4 years. It started out at ~ 45%, dropped to ~ 33%, and has been ~ 23% the last 4 years.If I extrapolate then the next 4-ish years will have an ~ 15% CAGR

 

[ItsNotAboutTheMoney]

This article

China's ambitious rooftop solar pilot helps drive 'blistering' capacity growth

Across China, hundreds of local authorities are partnering with solar developers to cover a percentage of buildings with PV by the end of 2023

www.climatechangenews.com

Talks about the growth of installed PV in China, and the new pogramme to encourage decentralized PV. Definitely interesting, I hope the resit of the world follows in short order. But a part of me tends to view PV installations in China as a sponge that takes up dips in PV production exports so I take the data as something of surrogate of PV production growth in China. Regardless, the growth is interesting. I took the data presented and plotted it on a Log-normal graph:

View attachment 916730

The CAGR has 3 pretty distinct intervals, each lasting 3- 4 years. It started out at ~ 45%, dropped to ~ 33%, and has been ~ 23% the last 4 years.If I extrapolate then the next 4-ish years will have an ~ 15% CAGR

Domestic installations can also act as a way to guarantee a market for manufacturing capacity. So it's something that can allow for rapid expansion ahead of exports.

But at this point, I think that global PV demand is so large that they can easily export everything they make.

 

[petit_bateau]

WTI $75 /bbl
Brent $81 /bbl
NL TTF gas €52 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Turkey tightens sanctions on Russia

No more transit of sanctioned goods in Turkey, for now

Turkish customs authorities are reported to have put a sudden stop to the transit transport of sanctioned goods to Russia and Belarus. Cargo that is sanctioned by the EU can no longer be shipped through Turkey if the destination country is Russia or Belarus, people from the industry said. This...

www.railfreight.com

Adamas battery report (2022)

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

Informative overview of the global EV market’s performance in 2022 H2 and its implications on ever-evolving battery and battery materials supply chains. #EV #batterymetals

www.adamasintel.com

EU vs US-IRA

EU loosens state aid rules for green technologies

The EU's new state aid rules should lead to more investments in clean tech production. The European Solar Manufacturing Council said the new framework will be the basis of Europe's future manufacturing ecosystem.

www.pv-magazine.com

Texas in the dock

Supreme Court asks solicitor general to weigh in on Texas law banning non-incumbent transmission

The Department of Justice has twice before said states’ “anti-competition” transmission laws violate the U.S. Constitution’s dormant Commerce Clause, said Ari Peskoe, director of the Harvard Law School’s Electricity Law Initiative.

www.utilitydive.com

Italy storage everywhere

Italy deployed 1,121 MW/2,032 MWh of distributed storage capacity in 2022

Italy hit 959 MW/1,826 MWh of distributed storage capacity at the end of 2022. The segment continues to grow in the country, led by the regions of Lombardy and Veneto.

www.pv-magazine.com

First mover advantage, upstream

RWE, DNV to Study Impact of Far Wakes from Large Offshore Wind Clusters

RWE and DNV have agreed on a scope to conduct a study assessing the impact of far wakes from large offshore wind clusters.

www.offshorewind.biz

The economics must be bonkers

Belgian consortium unveils offshore floating PV platform

Tractebel, DEME, and Jan De Nul will deploy a pilot offshore floating PV facility off the Belgian coast in the summer. The Seavolt floating platform is reportedly able to withstand difficult offshore conditions.

www.pv-magazine.com

How it should be done, India

Adani commissions world’s largest hybrid wind solar power plant

Adani Green Energy Ltd has commissioned a 700 MW hybrid wind solar facility in the Indian state of Rajasthan. The plant is selling power under a 25-year power purchase agreement at INR 3.24 ($0.039)/kWh.

www.pv-magazine.com

UK JLR woes

How Jaguar Land Rover fell behind in the race to an electric future – and what it means for the UK

There are fears for UK industry as a whole as the country’s carmaking champion falls further behind wealthy rivals in the race for zero-emission vehicles

www.theguardian.com

UK rail woes

Rail freight dismay at HS2 construction delay

Page after page has been submitted in a flurry of fury over the UK government decision to further delay the HS2 high speed rail project. Construction had already been extended, with elements of the project cancelled or postponed indefinitely. Now the core London – Birmingham section is to be...

www.railfreight.com

Bypassing Russia

Latvia wants to link the Baltics with Central Asia

Latvia will start a pilot service for transport to the Baltic and Scandinavian countries from Central Asia. It is doing so by linking to the Transport Corridor Europe-Caucasus-Asia (TRACECA). If succesful, this could create an alternative transport corridor from Central Asia to Scandinavia...

www.railfreight.com

oh, hydrogen blending

The Hydrogen Stream: German grid operator increases hydrogen blend in regional gas network

Netze BW has increased the amount of hydrogen it is injecting into the regional grid of Oehringen, in the southwest of Germany, from 20% to 30%. <b>pv magazine</b> spoke with the project leader, Heike Grüner, about the next phases of the project.

www.pv-magazine.com

 

[petit_bateau]

WTI $74 /bbl
Brent $80 /bbl
NL TTF gas €45 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

ZNPP grid back

Energoatom says off-site power restored to Zaporizhzhia nuclear power plant : Regulation & Safety - World Nuclear News

External power has been restored to Europe's largest nuclear power plant, Zaporizhzhia. The loss of external power, which meant 10 hours spent relying on emergency diesel generators for essential safety functions, followed missile strikes on Ukraine. The International Atomic Energy Agency's...

world-nuclear-news.org

Ukraine year

One year later: A timeline of our coverage of the Ukraine war

A year on, Energy Monitor looks back on some of its coverage of the global energy implications of the Ukraine War.

www.energymonitor.ai

Way ahead ?

Can solar power Ukraine’s recovery?

The EU is coordinating donations of solar panels to provide off-grid power for schools and hospitals in Ukraine.

www.energymonitor.ai

Peace talks US - EU

US and EU to strategise EV mineral incentives | Smart Energy International

Von der Leyen and Biden met Friday in agreement of a critical mineral strategy to ensure coordinated clean tech investments.

www.smart-energy.com

Future uncertain

Wave of new LNG export plants threatens to knock gas prices

A flood of liquefied natural gas (LNG) export projects due online worldwide in mid-decade will vie against lower-cost renewable energy and a revived nuclear power sector, which could rock gas prices and hurt some proposed projects, analysts say.

www.reuters.com

Energy prices falling ...

Back in action: European mills restart idled blast furnaces on higher flat steel prices

Domestic coil prices rapidly rose in March 2022 due to panic buying triggered by Russia's attack on Ukraine on February 24.

www.spglobal.com

A common tale : low returns offshore

Van Oord: Demand in Offshore Wind 'Increased Exponentially' in 2022, But Returns 'Unsatisfactory'

Van Oord has seen the demand in the offshore wind market increase exponentially in 2022, the Dutch marine contractor's CEO Pieter van Oord said.

www.offshorewind.biz

Another common tale : double or triple installs

Greece deployed 1.36 GW of new solar in 2022

Data released by the Hellenic Association of Photovoltaic Companies show that the Greek solar market installed three times more capacity in 2022 compared to 2021.

www.pv-magazine.com

Floating issues

Weekend Read: Floating the solar dream

Indonesia is a coal-dependent country in which conventional power grids are problematic. The archipelagic nation is turning to floating PV (FPV) to help accelerate its energy transition. <b>Sorta Caroline</b> takes a look at the state of play for water-borne solar and the problems that still...

www.pv-magazine.com

Sinking

European ocean energy ambition is waning

European ocean energy projects are at a ten-year low, outstripped by global competitors like the US and China, finds Ocean Energy Europe.

www.energymonitor.ai

Real SMR progress

Reactor building internal structures completed at Chinese SMR : New Nuclear - World Nuclear News

The completion of the main internal structure of the reactor building for the ACP100 small modular reactor demonstration project at the Changjiang nuclear power plant has been announced by China National Nuclear Corporation.

world-nuclear-news.org

and

NuScale places first order for SMR long-lead materials : New Nuclear - World Nuclear News

Small modular reactor developer NuScale Power has placed its first upper reactor pressure vessel long-lead material production order with Doosan Enerbility. The order is for materials essential to commence manufacturing of the first NuScale Power Modules that are scheduled to be in commercial...

world-nuclear-news.org

 

[petit_bateau]

WTI $69 /bbl
Brent $75 /bbl
NL TTF gas €42 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Saudi - Iran deal

Iran and Saudi Arabia agree to restore ties after China-brokered talks

Embassies to reopen in move that could have wide implications for Iran nuclear deal and Yemen war

www.theguardian.com

or

What the Saudi-Iran Deal Means for the Middle East

Brokered by China, the agreement between the two regional rivals reflects shifting economic—and ideological—alignments.

www.newyorker.com

or

4 Key Takeaways From the China-Brokered Saudi-Iran Deal

Anyone who believes we’re on the cusp of a golden era between Tehran and Riyadh should lie down until the feeling passes.

foreignpolicy.com

Road to 20 MW (remember Siemens wants a slowdown ... guess who is more capital constrained)

GE Developing 18 MW Haliade-X Offshore Wind Turbine

According to GE Vernova CEO, the company could roll out an offshore wind turbine with a capacity of up to 18 MW.

www.offshorewind.biz

not these

Column: East Asia set to win scramble for wind power dominance by 2030

East Asia is set to remain the top wind power production region thanks to a project development pipeline that will expand current wind power capacity by 65% by the end of 2030, according to data from Global Energy Monitor (GEM).

www.reuters.com

US grid

Want an IRA-driven solar boom? Fix interconnection now

Ironically, the IRA could even exacerbate the already significant challenge of interconnection— unless we make a concerted effort now to fix the system.

www.renewableenergyworld.com

UK nuclear

https://twitter.com/x/status/1635991015776571392

Hydrogen hopes

The Hydrogen Stream: Fuel cells for large aircraft nearing development

In its bid to develop fuel cells for aircraft with over 100 seats within 24 months, ZeroAvia has revealed record-breaking hydrogen fuel cell performance tests. Meanwhile, Universal Hydrogen and local partners are teaming up to build hydrogen infrastructures for aviation in Japan amid a push...

www.pv-magazine.com

Shifting storage

Energy Vault scales back 2023 revenue guidance on shift in 1-GWh customer contract

An analyst said the reduced guidance is due partly to supply chain problems and a “more thorough look” at the company’s initial two-year guidance, issued in November.

www.utilitydive.com

Japanese steps

Japanese Company Takes Stake in 1.2 GW Hornsea One Offshore Wind Farm

Daiwa Energy & Infrastructure, a strategic investment arm of Japan-based Daiwa Securities Group, has acquired a minority stake in the 1.2 GW Hornsea One offshore wind farm in the UK.

www.offshorewind.biz

Australian rail

‘Pay for railway network revamp yourselves’, says Australian MP to Aurizon and Viterra

The joint request of Australian rail freight operator Aurizon and agricultural company Viterra to upgrade and reopen a railway network in South Australia has received backlash. Rowan Ramsey, MP for the region of Grey where the railway network is located, called the application a “brazen request”...

www.railfreight.com

 

[petit_bateau]

WTI $67 /bbl
Brent $73 /bbl
NL TTF gas €42 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Oil prices definitely sliding .......

EU EMR reform

European Commission proposes electricity market reform

The European Commission’s long-awaited reform of the European Union's electricity market proposes to keep the merit order mechanism, but going forward the European energy market will be more strongly characterized by long-term PPAs and bilateral contracts for differences.

www.pv-magazine.com

The war on NOx

Power plant owners in 22 states face tighter NOx requirements under EPA’s final Good Neighbor rule

The rule released Wednesday includes flexibility for power plant owners to help maintain grid reliability, according to EPA Administrator Michael Regan.

www.utilitydive.com

Significant number

Longi reveals plans to open 5 GW solar module factory in US market

Longi Solar is working with PV developer Invenergy to build a solar module manufacturing facility in the US state of Ohio.

www.pv-magazine.com

Tesla FSD 11 looking good on single stack

Tesla Berlin files for 1m/yr

https://twitter.com/x/status/1636327429894545408

Should be fun maintaining that in the winter

Solar arrays on sloping terrain

SAEL Ltd., a solar and biomass developer in India, has commissioned a 28 MW (DC) solar power plant in the mountainous Indian state of Mizoram.

www.pv-magazine.com

Oops !

Libyan general says 2.5 tonnes of missing uranium found near storage base

UN nuclear watchdog raised alarm hours earlier amid concerns about radiological and security risks

www.theguardian.com

 

[petit_bateau]

Phew, .... lost and found

Libyan general says 2.5 tonnes of missing uranium found near storage base

UN nuclear watchdog raised alarm hours earlier amid concerns about radiological and security risks

www.theguardian.com

 

[navguy12]

WTI $67 /bbl
Brent $73 /bbl
NL TTF gas €42 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Oil prices definitely sliding .......

EU EMR reform

European Commission proposes electricity market reform

The European Commission’s long-awaited reform of the European Union's electricity market proposes to keep the merit order mechanism, but going forward the European energy market will be more strongly characterized by long-term PPAs and bilateral contracts for differences.

www.pv-magazine.com

The war on NOx

Power plant owners in 22 states face tighter NOx requirements under EPA’s final Good Neighbor rule

The rule released Wednesday includes flexibility for power plant owners to help maintain grid reliability, according to EPA Administrator Michael Regan.

www.utilitydive.com

Significant number

Longi reveals plans to open 5 GW solar module factory in US market

Longi Solar is working with PV developer Invenergy to build a solar module manufacturing facility in the US state of Ohio.

www.pv-magazine.com

Tesla FSD 11 looking good on single stack

Tesla Berlin files for 1m/yr

https://twitter.com/x/status/1636327429894545408

Should be fun maintaining that in the winter

Solar arrays on sloping terrain

SAEL Ltd., a solar and biomass developer in India, has commissioned a 28 MW (DC) solar power plant in the mountainous Indian state of Mizoram.

www.pv-magazine.com

Oops !

Libyan general says 2.5 tonnes of missing uranium found near storage base

UN nuclear watchdog raised alarm hours earlier amid concerns about radiological and security risks

www.theguardian.com

One observation regarding any FSD videos that are online (and your “should be fun maintaining that in winter” comment is bang on WRT FSD and winter conditions):

Even simple TACC is crippled when there are active snow clearing operations involving brine.

Until that reality is addressed, none of the Tesla ADAS kit being demonstrated is viable in any winter scenario where salt spray is a factor.

I base this on weekly round trips between Guelph ON and Ottawa ON, in all weather conditions.

 

[petit_bateau]

One observation regarding any FSD videos that are online (and your “should be fun maintaining that in winter” comment is bang on WRT FSD and winter conditions):

Even simple TACC is crippled when there are active snow clearing operations involving brine.

Until that reality is addressed, none of the Tesla ADAS kit being demonstrated is viable in any winter scenario where salt spray is a factor.

I base this on weekly round trips between Guelph ON and Ottawa ON, in all weather conditions.

Indeed. And I don't think EU regulators will be in any way as relaxed as US non-regulators in that respect.

 

[petit_bateau]

*** please note that next week daily updates may be erratic as I am on the road all week ***
==========================================================
WTI $66 /bbl
Brent $72 /bbl
NL TTF gas €42 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

ICC judges issue arrest warrant for Vladimir Putin over alleged war crimes

ICC judges issue arrest warrant for Vladimir Putin over alleged war crimes

Arrest warrants issued for Russian leader and his children’s rights commissioner for ‘unlawful deportation’ of Ukrainian children

www.theguardian.com

IMF crisis lessons

Crisis and Monetary Policy

The pandemic and war have bred new challenges for global central banks in coming years. The global inflation surge that abruptly ended decades of moderating price gains came at a unique confluence of crises: the global pandemic and Russia’s invasion of Ukraine.

www.imf.org

OPEC explains

OPEC+ views oil price drop as financially driven, delegates say

OPEC+ considers this week's slide in oil prices to a more than one-year low to be driven by financial fears, not any imbalance between demand and supply, and expects the market to stabilise, four delegates from the oil producer group told Reuters.

www.reuters.com

Russia not benefiting

US says Russia not benefiting from +$60/bbl oil to India

Russia is not reaping the benefits of higher costs of some recent cargoes of crude oil bought by refiners in India priced above the price cap set by countries in the West and Australia, a U.S. official said on Thursday.

www.reuters.com

EU reforms

Flexibility key within new EU electricity market reform proposal | Smart Energy International

The European Commission has proposed the EU electricity market reform design, with flexibility incentivisation as a key goal.

www.smart-energy.com

EU storage tips

10 Commission recommendations to optimise energy storage

The European Commission has recommended 10 points for EU Member States to exploit energy storage to its full potential.

www.smart-energy.com

Italy : good grid thinking (this is genuinely good - but is also to do with Italy being one of the main locations for manufacturing of the relevant stuff)

Italy’s Terna invests €11bn in Hypergrid project

Italian TSO Terna has announced an €11 billion HVDC project known as Hypergrid within its development plan for 2023.

www.smart-energy.com

Russia sucking in a lot of Chinese cargo by rail

Congestion at Chinese borders leads to a temporary halt in exports

Exports from the Chinese dry ports of Khorgos, on the China-Kazakhstan border, and Manzhouli, bordering Russia, will be stopped until 26 March. The suspension started on 11 March, with some exceptions made for specific trains and key material containers. A number of industry insiders highlighted...

www.railfreight.com

Historic solar

UK cathedral to install solar, storage system

York Minster, one of the largest cathedrals in Northern Europe, has secured approval to install 199 solar modules on its rooftop. The system will generate at least 75,000 kWh per year and will be paired with batteries.

www.pv-magazine.com

Adaptive turbines

US Air Force secretary wants ‘another shot’ at adaptive F-35 engine

The service's top civilian is having second thoughts about a recent choice for the Joint Strike Fighter.

www.defensenews.com

US IEA projections

EIA projects that U.S. energy-related CO2 emissions will fall through 2050 in AEO2023 - U.S. Energy Information Administration (EIA)

www.eia.gov

and

Annual Energy Outlook 2023 - U.S. Energy Information Administration (EIA)

www.eia.gov

 

[petit_bateau]

as we all expected ........

big oil firms have touted their investments in algae biofuels as the future of low-carbon transportation – and one by one, they have all dropped out. Now in the wake of the last remaining algae proponent, ExxonMobil, announcing its withdrawal, insiders say they are disappointed but not surprised.

Big oil firms touted algae as climate solution. Now all have pulled funding

Insiders aren’t surprised as ExxonMobil, the last remaining proponent of green algae biofuel, ends research

www.theguardian.com

 

[petit_bateau]

WTI $66 /bbl
Brent $72 /bbl
NL TTF gas €39 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

IPCC

Scientists deliver ‘final warning’ on climate crisis: act now or it’s too late

IPCC report says only swift and drastic action can avert irrevocable damage to world

www.theguardian.com

Bondholder nightmare will affect all long term investment propositions - such as renewables

Swiss solve one problem at Credit Suisse, but create another for bondholders | Nils Pratley

Decision over bonds rips up convention and could undermine confidence in banking system

www.theguardian.com

SinoSoviet bridge

A new rail bridge between China and Russia in the pipeline

The construction of a new railway bridge between China and Russia has been approved. The bridge will cross the Amur river, connecting Mohe, in China, with Dzhalinda, in Russia, providing the Sakha Republic with direct access to China. The approval of the project was reported by the Information...

www.railfreight.com

EU Green Deal commentary mixed

EU Proposes Building Blocks of Green Deal Industrial Plan, WindEurope Says Plan 'Falls Short'

On 16 March, the European Commission issued a proposed Net Zero Industry Act and a Critical Raw Materials Act, the building blocks of the EU's Green Deal Industrial Plan. Together with a State aid framework adopted last week that also supports the Plan, the EU aims to accelerate the transition...

www.offshorewind.biz

Shipping

Net-zero shipping: where there’s a will

A decarbonisation agenda is in the offing for the maritime shipping industry. But will the technology be ready in time for net-zero shipping?

www.energymonitor.ai

and

Opinion: Shipping industry to IMO – No. More. Excuses.

Maritime leaders and clean fuel producers are ready to decarbonise shipping with green hydrogen – and ask the IMO to increase ambition.

www.energymonitor.ai

Retrospective

Aliens in the Green Zone and the Tragedy of Iraq

by Raad Alkadiri A Spaceman Came Travelling On a trip together to Iraq in May 2003, just after the fall of the Saddam Hussein regime, the brilliant analyst of Iraq Toby Dodge observed that the Gree…

blogs.lse.ac.uk

 

[nativewolf]

Clean electricity to reach as high as 90% by 2030

A U.S. DOE report analyzing recent policy changes said carbon emissions-free energy will represent 71% to 90% of the nation's generation mix.

pv-magazine-usa.com

USA Dept of Energy thinks emissions free energy sources may provide 70-90% of the USA electricity needs by 2030. I thought @petit_bateau would find this supportive.

 

[petit_bateau]

Clean electricity to reach as high as 90% by 2030

A U.S. DOE report analyzing recent policy changes said carbon emissions-free energy will represent 71% to 90% of the nation's generation mix.

pv-magazine-usa.com

USA Dept of Energy thinks emissions free energy sources may provide 70-90% of the USA electricity needs by 2030. I thought @petit_bateau would find this supportive.

Indeed. I'll be back on the case tomorrow evening. Long day and bad Internet here.

 

[petit_bateau]

WTI $71 /bbl
Brent $76 /bbl
NL TTF gas €43 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

Know your enemies, a case study

Russian oil: Plummeting revenues herald the fall of a petrostate

Falling Russian oil revenues suggest what may eventually happen to other petrostates as the energy transition accelerates.

www.energymonitor.ai

And not all friends are equal

‘We are losing debates’: combustion engine row divides Germany’s coalition

Green party accuses FDP of gambling away country’s reputation after last-minute blocking of phase-out from 2035

www.theguardian.com

Big cables r US

Transmission link between Puerto Rico, US mainland wouldn’t trigger FERC jurisdiction, agency declares

The clarification issued Friday could affect Alternative Transmission’s proposed undersea cable project that aims to bolster Puerto Rico’s grid.

www.utilitydive.com

Big renewables growth

Global renewable growth broke records in 2022, adding almost 295 GW: IRENA

Despite the global energy crisis, renewables capacity worldwide increased by 9.6% in 2022, says a report from the International Renewable Energy Agency.

www.utilitydive.com

and

New global solar capacity additions hit 191 GW in 2022, says IRENA

Global renewable capacity increased by 295 GW last year, bringing the world to a cumulative installed capacity of 3,372 GW, according to the International Renewable Energy Agency (IRENA).

www.pv-magazine.com

Heat pumps, more

Residential heat pump subsidies across Europe

The European Heat Pump Association has compiled an up-to-date overview of subsidies for residential heat pumps in the European Union, the United Kingdom, Norway, and Switzerland.

www.pv-magazine.com

Brexshit failure, subsidy wanted for UK survival

UK auto industry calls for policy turbocharge as competition surges

The UK auto industry is calling for urgent government response to fierce international competition in the EV transition.

www.smart-energy.com

 

[petit_bateau]

from Guardian

The UN nuclear agency’s chief has said the situation at Ukraine’s Zaporizhzhia power plant “remains perilous” after a Russian missile strike disconnected it from the grid. Europe’s largest nuclear power plant needs a reliable electricity supply to operate pumps that circulate water to cool reactors and pools holding nuclear fuel.

 

[petit_bateau]

WTI $69/bbl
Brent $75 /bbl
NL TTF gas €41 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote)

mega solar, coming

5 mega solar projects starting construction in 2023

FirmoGraphs is tracking more than 100 very large solar projects starting construction in 2023 with a total estimated value of nearly $40 billion.

www.renewableenergyworld.com

mega Chinese solar, now !

China installed 20.37 GW of PV in January-February period

China reached a cumulative installed PV capacity of 314 GW by the end of February, according to new figures from the National Energy Administration (NEA).

www.pv-magazine.com

WoodMac on storage

Global energy storage: staggering growth continues – despite bumps in the road

China continues to set the pace for energy storage market growth – while the US feels the lingering impact of the solar anticircumvention investigation.

www.woodmac.com

Overbuilding often beats storage (as I have been saying for over a decade)

Solar curtailment vs. storage

Swiss researchers have looked at whether storage could be cheaper than curtailment in medium-voltage distribution networks with significant amounts of PV capacity. They considered storage costs, operational costs, grid constraints, electricity costs, PV generation models, and loads.

www.pv-magazine.com

US grid not good

DOE: Power Grid Still Too Old, Too Low Capacity for Today’s Electricity Demand

The regions of the U.S. need better interconnections to help keep electricity prices down, according to the DOE’s needs study.

www.tdworld.com

600W panels ... getting better

SDN unveils 595 W solar module with 21.28% efficiency

South Korea's SDN has developed new bifacial solar modules based on M10 wafers. It claims the new panels are the largest to be produced in South Korea.

www.pv-magazine.com

French offshore

France Creates Largest European Sea Trial Center for Marine Renewables

The largest European center for sea trials entirely dedicated to floating wind power and marine renewable energies, called the OPEN-C Foundation, has been set up in France by major industry players.

www.offshorewind.biz

Indian muddle

India's coal + renewables mix makes for messy energy transition

India has emerged as a renewable energy star after boosting solar capacity by a whopping 28% in 2022, rivalling China's growth rate and outpacing European heavyweights which deployed record funding on energy transition efforts last year.

www.reuters.com

Small nukes must deliver

TVA, GE Hitachi, 2 others commit to $400M international small modular reactor project

“We’ve got to be on schedule, on budget and it’s got to be a competitive cost,” said Jay Wileman, CEO of GE Hitachi Nuclear Energy.

www.utilitydive.com

Oh dear, UK

UK planning to launch watered down net zero strategy in oil capital Aberdeen

Exclusive: Labour decries ‘climate vandalism’ as Aberdeen launch signals intention to boost fossil fuel industry

www.theguardian.com

Oh dear, Germany

Germany faces EU backlash over U-turn on phasing out combustion engine

Row a further signal of tensions over the green deal landmark proposals to tackle climate crisis

www.theguardian.com

How to effectively be in NATO even before Turkey gets the message

https://twitter.com/x/status/1638985855527272449

and

https://twitter.com/x/status/1638991916250329088

 

[nativewolf]

Overbuilding solar makes huge sense and will until battery storage gets well an order of magnitude cheaper.

Yet...batteries..they cometh

LG Energy Solution quadruples investment in U.S. battery manufacturing facility

The company plans to invest $5.5 billion on two manufacturing facilities in Arizona. One will be for cylindrical batteries for electric vehicles and the other for lithium iron phosphate pouch-type batteries for energy storage systems.

pv-magazine-usa.com