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
offshore wind
Batteries/solar/wind/heat pumps/DRS/SMR & focus on EV charging
Focus is on EV charging this week. Whilst compiling it I got to wondering about whether the public charging network and charger availability is keeping up with EV ownership. I am guessing that quite a percentage of readers own an EV. My sense is that there is more competition for charger time than there was … Read More
Offshore wind/carbon capture/CfD’s/biodiesel/flow batteries & focus on heat pumps in the UK
One aspect of doing this that I particularly like is when different stories create links with each other. An example this week is the announcement of the increase in auction prices for the next round of CfD auctions, which links with Octopus Energy’s announcement of a new offshore wind fund. Maybe Octopus’ timing is good … Read More
Anaerobic Digestion/zero bills/VAWT’s/solar in space & focus on Nuclear News
This week we look into the future; a future full of offshore turbines leaning into the wind, solar panels in space, EV’s charging in 10 minutes and fusion reactors suppling our baseload… I’m not sure that all of these future scenarios will actually transpire, but maybe we won’t need them if the more prosaic technologies … Read More
Synchronous condenser/biogas/green hydrogen/ccs & focus on NIA2
There is some kind of irony that the developed world put the CO2 into the atmosphere and Africa takes it out (see below) COMPANY NEWS Siemens Energy to deploy ‘first’ synchronous condenser-BESS hybrid project in IrelandIt pairs a synchronous condenser, including a flywheel, capable of injecting 4000MW of inertia into the grid, and a large … Read More
Solar & rooftop solar/Bio-LNG/4-hr BESS/sustainable aviation fuel & focus on Biochar
COMPANY NEWS Lazard Asset Management takes stake in rooftop solar companyRooftop solar developer and owner Shawton Energy has seen a change in ownership. Iona Capital, the UK low carbon sustainable fund manager, has sold its interest in the company to a fund sponsored by Lazard Asset Management. As a result of the transaction, Lazard’s Sustainable … Read More
Smart tariffs/CofE/biodiversity credits/phytoplankton/flywheel & focus on doom loops and tipping points
The whole spctrum of the energy transition in one week: Renewables – storage – smart grids – hydrogen planes – ethical investing – biodiversity & carbon credits – air pollution plus more. COMPANY NEWS Adaptogen’s battery fund nets £207m, over-subscribed by 18%Adaptogen Capital said this morning it has attracted £207 million of investors’ pledges to … Read More
Regenerative agriculture/Qilin battery/stellarators/LiDAR & focus on Biofilic Design
Lancea LLP has worked with Regenerate Asset Management so are delighted to see the announcement of the launch of the fund. We feel that there is scope for the further development of agriculture as an asset class and the increasing development of regenerative practises should accelerate this. COMPANY NEWS Regenerate launches first European regenerative agriculture … Read More
UK-Morocco cable/EV fires/solar & battery/hot rocks/Shanghai Auto Show & focus on UK energy transition
The top two stories suggest that there is a reasonable secondary market in renewable assets. More mature projects being sold into long term funds. That is encouraging. COMPANY NEWS NextEnergy Solar Fund to sell some PV farms to invest in storageNextEnergy Solar Fund has announced plans to sell a 236MW portfolio of subsidy-free UK solar … Read More
REGO’s/power trading/nuclear/condensed battery & focus on battery technologies
Here is a question for you: what do the following companies have in common: Deutsche Telekom, Porsche, Inditex, Currys, WPP? Answer: They all came in the top ten in this year’s FT’s Climate Leaders list, that compares emissions reductions across a number of metrics. See the whole list HERE COMPANY NEWS Musk says Tesla will … Read More