Now, I am sure that many, or even most, of you are not as interested as me in battery prices and technologies, but the article about Geely’s new battery, below is significant: Their battery will run for 1million miles with no degradation, is powerful enough and recharges at lightning speed. What more do you need … Read More
batteries
Biodiversity/solar/batteries/data centres & focus on innovative solar applications
A shout out to my friends at Greenbackers, the cleantech networking and investment platform. They have been doing this as long as I have, but from the evidence of their showcase event in London the other day they continue to get better at it. The companies that presented covered many industries, but were consistently of … Read More
Batteries/grid/plastics/regenerative agriculture & focus on long-term storage
It would seem that, from this week’s stories, the network companies have been listening to Ed Milliband’s four horsement speach. COMPANY NEWS Microsoft and Brookfield Sign $10-Billion Renewable Power DealThe agreement is for bringing around 10.5 GW of solar and wind power between 2026 and 2030—a capacity that would cost over $10 billion to develop, … Read More
DRS/Beijing Auto Show/interconnectors/mCDR/batteries & focus on EU offshore wind
I would recommend listening to Rory Stewart and Alistair Campbell’s recent interview with Dieter Helm, the UK Economist and Government advisor on energy and the natural environment, in their podcast called Leading (HERE).One of the themes of the conversation was that we have to expand the way we look at the energy transition from a … Read More
Batteries/geothermal/Olympics/cellulosic ethanol & focus on politics & economics
The “threat” posed to the west by Chinese EV’s and other new energy products seems to be a recurring theme at the moment. Politicians are ranting, but are caught in a classic catch 22: they need EV’s to be cheaper but the Chinese are so far ahead now in the race to make affordable EV’s. … Read More
Heat pumps/ammonia/dispatch/flexibility/nature markets & focus on Pereskovite
The campaigns aimed at discrediting anything to do with the energy transition seem to have stepped up a gear, which is disappointing. Our small contribution to the fightback starts with the lengthy list of corrections to the misinformation surrounding heat pumps. I realise that some people have had underwhelming experiences with them, but that does … Read More
Thin-film solar/water source heat pumps/CfD/ecocide/EV charging & focus on Wave Energy
It requires a pretty deep dig to find any green bits in the budget: some extra cash for offshore wind in the CfD auction. Nothing on home insulation, nothing on VAT for public EV charging, nothing on the Carbon Border Mechanism. A nothing budget. COMPANY NEWS bp allies with thin-film solar supplier SolivusSolivus, a pioneering … Read More
Battery recycling/capacity market/regenerative agriculture & focus on Superheroes of the Transition
I can’t think of how many times, often when you least expect it, that I have found myself in a debate with someone about whether we shall always need fossil fuels. Michael Liebrich now supplies five easy answers to end any bar room argument, see below. COMPANY NEWS Polestar raises almost $1 bln, sees margins … Read More
Heat networks/floating wind/deep sea geothermal/microwave storage & focus on repowering wind farms
Headlines this week that it is raining in Antarctica should re-affirm that what we talk about in this newsletter is relevant, if that was ever needed. UK NEWS Floating offshore wind in the Celtic Sea could be worth up to £1.4 billionThe Crown Estate has released new research indicating that the floating offshore wind opportunity … Read More
Wave & tidal power/SMR reactors/calcium looping/green ammonia & focus on e-fuels
COMPANY NEWS Brookfield raises $10B for latest energy transition fundBrookfield Asset Management announced this week it had secured $10 billion for its latest energy transition fund in its first close. The firm said it will continue to raise money for the fund until Q3 of this year.The clean energy investor — which has over $850 … Read More