MA Eyeing RFP for Next 1,600 MW of Offshore Wind

ERCOT struggles w/cold, resorts to rotating outages; Australia eyeing 1.2 GW battery; UK awards 8 GW of offshore wind; MA considering RFP for 1,600 MW offshore wind; Vestas announces 15 MW turbine; GE wins $6.7 mn DOE grant for printing of 3D blades; Australia adds 2.6 GW of rooftop PV; US ITC votes to ban battery maker SK Innovation from US mkt, leaving Ford & VW scrambling; Shell says peak oil behind it

1) Temps plummeted & wholesale prices hit $9,000/MWh as ERCOT system struggled, leaving millions w/o power. All types of assets failed, including wind, gas, coal, & perhaps nukes

2) Australian developer secures 30-year lease for 1.2 GW battery in New South Wales, but it's competing w/govt's planned 1 GW gas facility

3) UK awards 8 GW offshore wind to RWE, BP, EnBW, Total, Grupo COBRA 7 Flotation Energy

4) Massachusetts drafting RFP for up to 1,600 MW offshore wind

5) Vestus introduces 15.0 MW offshore turbine

6) GE scores $6.7 million DOE award for research, design, & manufacture 3D-printed wind blades

7) Australian rooftop solar up 18% in 2020, w/334,000 installs & 2.6 GW

8) US ITC votes to ban electric battery supplier SK Innovation from the US. Bad news for Ford and VW

9) Shell confirms peak oil in 2019

Peter Kelly-Detwiler
Ford Doubles Down on EVs, Vineyard Wind Reviews Advances

Ford announces major new commitment to EVs and autonomous driving; U.S. e-bus fleet starts to grow; Vineyard Wind permitting back on track; Denmark greenlights artificial offshore wind island; South Korea targets world's largest offshore wind project; China with modular wind tower at 170 meters; and German researchers create hydrogen storage paste.

1) Ford to increase EV investments from $11.5 billion to $22 billion w/ add'l $7 billion for autonomous vehicles.

2) U.S. now has 1,000 full-size electric transit buses, w/ another 1,775 on order, led by CA.

3) US Bureau of Ocean Energy Management to resume review for 800 MW Vineyard Wind 1 project, after Vineyard swaps out 9.5 MW Vestas machines for 13 MW GEs turbines.

4) Denmark moves forward w/artificial island energy hub, 50 miles off shore: Phase one w/ about 3,000 MW, & full buildout of 10,000 MW.

5) S. Korea planning on $43.2 billion 8.2 GW offshore wind complex.

6) Spanish infrastructure company Esteyco completing a telescoping wind tower in China's Henan province, w/170 meter hub height.

7) Fraunhofer researchers in Dresden, Germany have developed a hydrogen storage paste they claim offers high energy densities with applicability for vehicles.

Peter Kelly-Detwiler
2020 EV Sales Soared to Record Numbers; GM to Freeze ICE Vehicles by 2035

(There is an audio glitch at 1:05 but is only lasts 10 seconds - Sorry)

Saudi Arabia aims to lead in hydrogen exports; GM aspires to produce only electrics by 2035; EV sales notch record gains in 2020; So do global corporate PPAs; BlackRock continues to push on carbon

1) Saudi Arabia plans to be the biggest exporter of hydrogen on earth, starting w/blue hydrogen & moving to green. First blue H2 cargo went to Japan in 9/20.

2) GM announces "aspirational plans" to phase out production of internal combustion vehicles by 2035 and to be carbon neutral by 2040.

3) The IEA's preliminary numbers: 2020 global EV sales soared to over 3 million, w/market share of over 4%, & cumulative 10 million EVs to date. ICE sales fell by 14-15%.

4) BNEF: corporations notched record 23.7 GW of green PPAs in 2020, up 18%, w/130 different cos in mix. U.S. purchases down from 14.1 GW to 11.9 GW, but MENA countries crushed it, going from 2.6 GW to 7.2 GW.

5) BlackRock (almost $8 tn worth of assets under management) CEO Larry Fink comments the reallocation of assets in the sustainable space happening faster than anticipated, w/$228 bn invested in 1st 11 months of 2020, up 90% YOY. Warns, "There's no company whose business model won't be profoundly affected by the transition to a net zero economy."

Peter Kelly-Detwiler
With New Gigafactories, Hydrogen Costs to Tumble

Vattenfall converting site of 1,600 MW coal plant to H2 hub; Thyssen Krupp nails big electrolyzer contract in Quebec; Nel forecasts huge cut in electrolyzer costs; Biden Administration to revise social cost of carbon to guide policy decisions; 2020 sees half trillion dollars in cleantech investments; UAE to make green aluminum from solar power

1) Vattenfall to convert 1,600 MW German coal plant near Hamburg, Germany into hydrogen hub, w/100 MW of electrolyzers.

2) ThyssenKrupp secures HQ order for 88 MW H2 plant, ready by late 2023.

3) Norwegian electrolyzer company Nel plans to cut the costs of electrolyzers by 75% in new 2 GW facility. Assuming cost of renewables at $20 per MWh, Nel projects green H2 at $1.50/kg by 2025, on par with gray H2.

4) Biden Administration tells federal agencies to review and update "social cost" of carbon, as part of decision-making process.

5) Bloomberg New Energy Finance reports 2020 clean energy tech investments hit a record $501 billion, w/$300 billion in renewables and $140 billion in EVs and infrastructure.

6) The UAE will produce aluminum using solar energy, w/560 GWh of solar to yield 40,000 tons of aluminum, & scope for significant expansion.

Peter Kelly-Detwiler
Open-Sea Solar: Equinor Floats the Concept

Massachusetts Climate Bill vetoed by Gov Baker; Equinor to test open sea floating solar; Total & Engie team up on French hydrogen project; Equinor scores huge offshore wind deal in NY; Kauai goes for more solar plus pumped hydro, boosting total renewable supply to 80%

1) Mass Gov Baker vetoes Legislature's climate bill.

2) Equinor to test an open ocean floating solar tech in the North Sea.

3) Total & Engie commit to French H2 project w/40 MW electrolyzer and 100 MW of PV too produce 5 tons of green hydrogen daily.

4) Equinor scores big in NY offshore wind deal(s) at 2.5 GW.

5) Kauai signs w/AES to develop a 35 MW PV system joined with 240 MWh of pumped hydro-energy storage, boosting island share of renewables to over 80% (from 55% by the end of 2019).

Peter Kelly-Detwiler
Chinese Automaker NIO with Solid State Battery, Ambitious Plans

NIO announces ET7 sedan w/new 150 KWh solid state battery w/625 miles range; German crushes Dec EV sales; Orsted et al. announce grant for offshore wind/H2 in N. Sea; DOE Sunshot Initiative 10 yrs on; MA goes all in on climate, offshore wind, and EVs

1) NIO Day in China: NIO announces sedan w/solid state battery at 625 miles of range by 2022, & amped up battery swap program (1.5 mn swaps to date).

2) Germany nails 43,000+ EV sales in Dec, 660% over prior Dec. In 2020 194,000 EVs sold (13.5% of all new cars)

3) Ørsted, Siemens Gamesa, ITM Power, & Element Energy garner €5 million funding to pilot combined wind turbine and electrolyzer system on offshore platform.

4) Ten years on, US DOE SunShot Initiative did pretty well, Aimed at cutting installed solar costs by 2020 to $1/W for utility-scale PV, $1.25/W for com'l rooftop, and $1.50/W for resi rooftop, they hit the utility numbers. Commercial resi was in mid-$2 range, and resi around $3, held back by economies of scale but also permitting, interconnection, and inspection costs.

5) MA passes climate legislation calling for 2050 net zero emissions, and setting 5-year targets. Offshore wind goal now at 5,600 MW & all new cars sold must be electric by 2025.

Peter Kelly-Detwiler
Utilities Assess Potential Exposure to Solar Winds Hack

SolarWinds hack may well have affected utilities; VW retooling main plant to make EVs; CATL to put $5 b into Indonesian battery plant; GE upgrading 12 Haliade platform to 14 MW for UK offshore; Bloomberg says battery prices lower yet again, closing on $100/kWh; IHS Markit sees $1.3 trillion going to clean energy 2020 to 2025.

1) As effects of most significant US cyber intrusion to date become apparent, it's likely utilities may have been affected. That will take time to determine

2) VW converting its Wolfsburg plant for highly automated production of EVs, BUT dealerships trailing. Few support the product

3) Contemporary Amperex Technologies to invest $5 billion in Indonesian battery factory. The country has 25% of known nickel deposits

4) GE upscaled offshore wind Haliade platform to 14 MW for the UK Dogger Bank C project.

5) Bloomberg New Energy Finance's 2020 battery price survey's out. Li-ion battery pack prices fell 89% in real terms over ten years to about $137 per kWh. W/ $100 price point in 3 yrs, EVs soon compete with internal combustion engines.

6) IHS Markit sees global investment of $1.3 trillion in clean energy over 5 years. PV leads at $700 bn. Offshore wind at $170 billion. Onshore wind slows to $320 bn.

Peter Kelly-Detwiler
Largest U.S. Solar-Storage Project to Break Ground in Early 2021

Developer Terra-Gen, EPC Mortenson with huge solar & storage project in CA, w/1,118 MW solar & 2,165 MWh storage; Ørsted & Amazon ink 250 MW, 10-year offshore wind PPA; Germany sets new offshore wind targets - 20 GW by 2030, 40 GW by 2040; New York pension fund ditches hydrocarbon investments; HQ announces large H2 project; Google/Sidewalk & OhmConnect to develop 550 MW VPP; CEC to support H2 fueling station roll-out; 180 Caddy dealers opt out of EVs

1) Terra-Gen to roll out solar & storage project w/1,118 MW solar & 2,165 MWh storage, built by EPC Mortensen.

2) Ørsted & Amazon ink 250 MW, 10-year PPA for 900 MW German offshore wind project, biggest offshore wind deal in Europe.

3) Germany signs offshore wind law targeting 20 GW by 2030 & 40 GW by 2040.

4) NY State $226 billion pension fund to shift from fossil fuel stocks by 2025.

5) HQ to build 90 MW electrolyzer facility, converting hydropower into H2 supplying 11,100 metric tons of H2 & 88,000 metric tons of O annually to a recycling plant.

6) Google-backed Sidewalk & OhmConnect announce $100 million 550 MW virtual power plant networking CA homes.

7) CEC approves up to $115 million for 100+ H2 fueling stations by 2027.

8) 150 of GM's 880 Caddy dealers opt out of supporting EVs

Peter Kelly-Detwiler
U.S. Storage Market Notches New Record: 476 MW and 764 MWh in Q3

U.S. Storage posts record quarter; Blackrock unveils climate risk tool; GE pushes Cypress wind platform to 6 MW; FERC about to get two new commissioners; Denmark says no to hydrocarbons; VW EV drivers on grand Deutschland tour; Ambri liquid metal battery gets a new lease on life.

1) The US storage industry crushes numbers for Q3, w/476 MW/764 MWh installed. Resi hits 52 MW/119 MWh.

2) BlackRock rolls out "Aladdin" to evaluate climate change risk on investment portfolios.

3) GE pushes 5.3 MW Cyprus Onshore Wind Platform 6 MW, engineered for up-tower repairs and predictive maintenance. Output to increase by about 11%.

4) Two new FERC commissioners nominated: Democrat Allison Clemens and Republican Mark Christie. Full Senate must approve.

5) Denmark says 'farvel' to oil and gas, cancels latest hydrocarbon licensing round, and parliament says no more oil and gas production by 2050.

6) In Germany, two drivers take a VW ID.3 EV 17K miles on extended gander, charging at 652 fast-charging stations and at 865 VW dealerships.

7) Liquid metal battery co Ambri, does Monte Python "I'm not dead yet" routine, w/TerraScale announcing a deal w/Ambri for 500 MWh to serve a huge datacenter complexion Reno, NV. 1st part is 250 MWh by 2021.

Peter Kelly-Detwiler
GM to Cadillac Dealers: Get On Board with EVs, or We'll See You Later

GM tells Cadillac dealers play EV ball or we'll buy you out; Japan makes move into offshore wind; South Korea's Doosan heading in same direction, adding some H2 to mix; Modular nuclear reactor company NuScale faces uphill climb

1) GM, having significantly upped EV investment ante, tells Cadillac dealers to get on board w/ supporting electric Caddy or take a buy-out, up to $500K. Dealers have been poor to date at supporting EVs; this may change that.

2) Japan opens 1st tender for fixed-bottom offshore wind, with 10 GW target by 2030.

3) South Korea's Doosan Heavy Industries signs MOU w/ Korea South-East Power Co to develop 2 GW offshore wind, including floating wind. Doosan also jumping into green H2 w/ production, storage, & utilization demo project using 3 MW of wind power energy, to generate 600 kg of H2 per day.

4) Small modular nuclear reactors may hold promise, but near turn news not so good: NuScale price tag up to $6.1 bn, and some members of the Utah Associated Municipal Power Systems - potential project off-takers - have jumped ship, w/others re-evaluating after change in project ownership and financing. On more positive note, NuScale increasing reactor capacity from 720 MW to 924 MW, by changing operating mode.

Peter Kelly-Detwiler
UK Plans Offshore Wind Transmission Super-Highway

Three of UK's largest energy cos to build offshore wind super-highway to bring Scottish wind to UK; Maine & California looking at floating wind; CA PUC eyeing accelerated V2G; GM announces increased EV investment & better batteries; Invenergy to build 1,310 MW solar in TX (largest in U.S.)

1) Three of UK's largest energy companies planning on 270-mile, 2 GW, HVDC offshore wind transmission super-highway to bring Scottish wind to UK

2) Maine Governor Mills announces floating offshore wind pilot, w/up to a dozen floating turbines connected to the grid in Southern ME

3) California State Land Commission receives two applications for floating offshore wind

4) California PUC opens rulemaking in response to bill requiring PUC to adopt V2G integration strategies by 2030.

5) GM announces updates in its Ultium battery chemistry & platform engineering to increase the range of top EVs to 450 miles, will also roll out 30 EVs by 2025, with some costing < $30,000, & increasing EV spending by > 33%, to $27 bn.

6) Invenergy building 1,310 MW solar project in TX, largest in U.S. PPAs w/ATT, McDonalds, Google, Honda, Google, Home Depot, and Texas cities.

Peter Kelly-Detwiler
Australia Mining Giant Fortescue w / Plan for 235,000 MW of Renewables & Hydrogen

Australian mining giant Fortescue announces plan to develop 235 GW(!) of renewables & hydrogen; Talen Energy ditches 3.6 GW of PJM coal, moves towards solar; DOE releases hydrogen plan; and MISO w/57 GW of solar in queue

1) Fortescue - 4th largest iron mining company on planet, announces plan for 235 gigawatts of renewables & hydrogen. No timeline, but commitment to spend Australian $1 billion through 2023. Plan is to attract billions in financing for projects it IDs. Fortescue has 40 executives working on plan; already visited 23 countries, w/ 24 to go. It aims for net zero on or before 2040.

2) Talen Energy Group strikes deal w/Sierra Club to retire 3.6 gigawatts of PJM power plants in PA & MD, & build 1 GW of solar plants, starting w/100 megawatts adjacent to Montour coal plant late 2021.

3) DOE releases hydrogen program plan, w/aim to coordinate R&D & development activities across agencies "to advance the affordable production, transport, storage, and use of hydrogen across the different sectors of the economy."

4) PV Magazine reports that MISO has 57 GW of utility scale solar in the queue. Typically roughly 20% in the queue gets built. MISO trails ERCOT's 75 GW solar queue, but it's a big step forward.

Peter Kelly-Detwiler
Eos Energy Nabs Order for 1,000 MWh of Storage w/ Zinc Tech

Eos Energy signs a deal with developer Hecate for about 1,000 MWh of zinc battery energy storage; Chatterjee out of FERC Chair; Dominion continues shift towards sustainability; Engie nixes $7bn US LNG deal;

1) Eos Energy signs w/Hecate for 1,000 MWh of battery projects in New Mexico, Colorado, & Texas. The Eos zinc product has 5,000 cycles of longer duration (up to 12 hrs).

2)The current administration replaces FERC Chairman, Neil Chatterjee, with more conservative James Danly, likely because of Chatterjee stance on Order 2222 and carbon.

3) Dominion Energy quits natgas pipeline biz for good, and intensifies focus on offshore wind, part of "an unwavering path towards net zero energy."

4) Engie pulls the plug on $7 billion LNG import contract, citing concerns with US regs related to CH4.

5) 10% of all vehicles sold in Europe last quarter had a plug in them (about 275,000 total, w/ 50% plug-in hybrids and 50% pure electrics).

6) Don't steal a Tesla and esp. not in Australia from a victim w/attitude and sense of play.

Peter Kelly-Detwiler
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Peter Kelly-Detwiler
Big Yellow BlueBird Buses Bi-Directional

Blue Bird buses go V2G; France solicits H2 projects; Tesla & Octopus create special offer and VPP; large energy companies w/ huge CCS project in N Sea; RI solicits add'l 600 MW offshore wind

1) Bluebird buses fully V2G, allowing communities to use e-buses as emergency backup power sources;


2) France solicits H2 projects that will push the envelope;


3) UK homeowners w/Tesla Powerwall, solar and EVs can partner w/Octopus & Tesla in VPP and get preferential rate; 4)BP, Eni, Equinor, National Grid, Shell, & Total form Northern Endurance Partnership to develop offshore carbon transport and storage in large N. Sea reservoir, w/potential to cut total UK industrial carbon output by 50%;

5) Rhode Island issues a 600 MW offshore wind solicitation;

6) Maryland, North Carolina, and Virginia to form New Smart Power Alliance to coordinate 6.8 GW of offshore wind

Peter Kelly-Detwiler
Australia Plans Enormous 2,500 Sq Mile, 26 GW Wind / Solar / Hydrogen Project

29% of Australian homes w/rooftop solar; Australia govt approves massive 26 GW renewables project involving H2 ; Abu Dhabi also talking H2; solar panel giant Jinko moves into storage game; SK Innovations advances fast-charge battery to extend EV range; LG Chem to triple cylindrical cell prod'n & increase form factor 5x; Tesla w/2 mn mile battery; NextEra sees solid state w/in three years & 50 H2 projects pipeline.

1) 29% of Aussi homes have solar; generated 71% of energy in grid on 9/13.
2) Aussi govt says yes to $36 bn, 2,500 mi² Asian Renewable Energy Hub w/ 26 GW of wind & solar projects to generate green H2.
3) Abu Dhabi's 2 GW PV plant (@ 1.35 cents/kWh) eyeing manufacture of green H2.
4) Jinko moving into batteries w/ LiFP offerings behind the meter & utility scale.
5) SK Innovation developing new cells that need two 10-minute charges to get 500 miles of EV range.
6) LG Chem plans to triple cylindrical cell prod'n, & develop larger cylindrical cells to increase energy density by 5x & power 6x, similar Tesla.
7) Tesla scientist Jeff Dahn presents test results for 10,000+ cycle battery w/ 2 mn miles for EVs.
8) NextEra says next 2-3 yrs will see solid-state batteries, & it has pipeline of 50 potential green H2 projects

Peter Kelly-Detwiler
FERC says "Yup, WE DO Have Jurisdiction to incorporate Carbon Prices into Markets"

The FERC proposes policy statement that it has jurisdiction over markets to incorporate state-determined carbon prices; MHI Vestas promises an offshore turbine well beyond its current 10 MW platform; Port of Rotterdam announces success w/microgrid; and Ohio turbine to convert to burn hydrogen

1) The FERC says it has jurisdiction over market rules to incorporate state-determined carbon prices in wholesale markets. Chairman Chatterjee "Carbon pricing has emerged as an important market-based tool that has wide support from across sectors." Comments due in 30 days.
2) MHI Vestas to upgrade its 10 MW offshore wind platform. They've been getting kicked around by GE and Siemens Gamesa and recently had a contract expire with Vineyard Wind, that was not renewed. Time to go bigger, much bigger.
3) Port of Rotterdam announces microgrid project demonstrated first high-frequency decentralized energy market. Using blockchain participants both reduced electricity costs 11% and increased the amount of renewables by 14% over 1st 2 mos.
4) Partners New Fortress Energy and GE announce they intend to take a 485 MW gas-fired CCT and use it to burn hydrogen, starting small and ramping to 100% green hydrogen by 2030.

Peter Kelly-Detwiler
California Blackout Post-Mortem Finds Multiple Causes

Prelim report investigating California's controlled load shed ID's multiple factors; September EV sales in Germany & Norway encouraging;

1) CA report IDs causes of load sheds, including: most heat in 35 years; LDCs under-forecasting; gen plant forced outages; lower than anticipated imports; and some poor planning;

2) Germany sold 21,000 EVs in Sept, - 15% mkt share, and Norway sold 9,500 - 61.5% mkt share;

3) Vestas increased its EnVentus onshore wind platform from 5.6 MW to 6 MW w/ 3% more energy output;

4) Generac buying Enbala Power Networks, jumping into Virtual Power Plant game;

5) Pres. Trump to increase panel import tariffs from 15% to 18% in 2021. P. Navarro recently touted the success of program on $8.5 billion worth of imports to date. Over $2 bn has been paid by Americans to increase price of panels, resulting in a decline in the amount of solar projects, which would have created far more jobs;

6) A new study suggests large-scale solar proj's underperforming by about 6.3% relative to forecasts. 

Peter Kelly-Detwiler
Another 6800 MW of Coal Plants Destined for the Ash Heap

Vistra announces more coal closures and a move to renewables; LONGi bringing 12 GWs of annual manufacturing online to produce 540 watt bi-facial modules; Dominion/Orsted commission 12 MW Virginia offshore wind project; FERC holds hearings on carbon pricing

1) Vistra to retire 6,800 MW of coal plants in IL & OH, bringing total of existing or planned retirements to 16,000 MW change in leadership in 2016. It also announces portfolio of nearly 1,000 MW of solar, storage, and solar+storage, mostly in ERCOT.

2) Major cell/module maker LONGi achieves volume production - 12 GW - for 540 w bifacial Hi-MO5 series module @ 21% conversion efficiency. Back side offers another 15% additional total energy gain. Put into context, 2019 U.S. solar was 13.3 GW.

3) Dominion Energy/Orsted commissions 12MW offshore wind facility "Coastal Virginia," w/2x6 SG turbines. First offshore project in federal waters. Next up for Dominion, its 2.6 GW offshore wind facility in 2024.

4) FERC holds carbon pricing conference in an effort to find common ground between state policies & wholesale markets. Agreement among many that carbon pricing an efficient approach but a long way to go.

Peter Kelly-Detwiler
Tesla Battery Day: Remaking the Entire Ecosystem

Tesla's Battery Day promises big advances; Daimler Benz announces solid state battery; CA PUC updates Rule 21 for DER Interconnections; China pledges net zero by 2026

1) Musk and team lay out manifesto for cutting battery prices by 50%, down to about $50 per kWh, focusing on multiple targets from the battery architecture, use of solid electrolyte, redesign of plant, and sourcing of raw materials. Tesla plans to scale from 100 GWh to 3,000 GWh or 3 TWh.


2) Daimler Benz announces a solid-state battery for its articulated bus, the eCitaro G.


3) California's PUC updates rule 21, governing the connection of DERs (hosting capacity) to the grid, incorporating data on actual grid conditions at interconnection points, and special rules for batteries.


4) China pledges carbon neutrality by 2060. It's currently responsible for 28% of global greenhouse gas emissions. China now has a net zero pledge and the US does not.

Peter Kelly-Detwiler