ISO New England's CEO warns of potential weather-related power shortages this winter; MA and MD select over 3,250 MW of offshore wind projects; supply chain challenges may cut forecasted U.S. 2022 solar deployments by 25%; CAPUC proposes major revision to net metering rules; CA CEC's new Building Efficiency Standards require storage for com'l & multi-family dwellings; GE Hitachi Nuclear Energy and partners to develop minimum of 10 BWRX 300 MW Small Modular Reactors in Poland by early next decade; NuScale Power signs merger agreement w/Spring Valley Acquisition Corp to go public via SPAC in 2nd half of 2022. NuScale's makes 77 MW modules that can be daisy-chained, w/first projects for Romania in 2027/2028, and in Utah slightly later.

1) ISO's CEO warns limited supply of gas could cause problems with power supply this winter.

2) MA awards 1,232 MW of offshore wind to Commonwealth Wind Development and add'l 400 MW to Mayflower Wind Project, while MD PSC awards credits to approved 1,654 MW of its own offshore wind.

3) SEIA warns solar installations may grow by 25% less than previously forecast, owing to supply chain issues and rising costs.

4) CA PUC's proposed on-site solar compensation framework would create new net billing tariff requiring solar customers to use time-of-use rates, w/existing net meter customers transitioned to new tariff 15 years after commissioning. Bill credits for customers adding storage, and a monthly fixed fee of $8/KW of installed solar also in the mix.

5) California's CEC's new Building Efficiency Standards mandate all commercial & multi-family homes be equipped w/energy storage, while new resi construction must be storage ready.

6) GE Hitachi Nuclear Energy, BWXT Canada Limited and Synthos Green Energy announce plan to develop minimum of 10 BWRX 300 MW Small Modular Reactors in Poland by early in next decade.

7) Modular nuclear manufacturer NuScale Power signs merger agreement w/Spring Valley Acquisition Corp to go public via SPAC, by 2nd half of 2022. NuScale's plans include 77 MW modules that can be daisy-chained w/first projects later for Romania in 2027/2028, and in Utah about a year later.

Q3 U.S. storage installations reach 3,515 MWh; liquid CO2 storage co Energy Dome w/series A funding of $11 million, eyes 100-MWh project for Italian utility; Ford - w/F-150 Lightning EV pickup reservations at 200,000 - is now focused on converting reservations into firm orders; China sells 429,000 EVs in November; EEI announces national EV charging coalition of over 50 utilities; SEA Electric to convert 10,000 diesel buses to electric over next five years; bp buys electric fleet charging mgmt co AMPLY Power; Swiss co Blackstone Resources presents 3-D manufacturing process for li-ion battery cells; Commonwealth Fusion Systems raises $1.8 bn in series B funding round, w/goal of commercializing fusion energy.

1) Q3 U.S. storage installations reach 3,515 MWh, w/AZ, CA, and TX leading the charge

2) liquid CO2 storage co Energy Dome raises series A funding of $11 million, trials a 2.5 MW/4 MWh demo project, and plans for 100-MWh Italian utility project;

3) Ford is no longer taking F-150 Lightning reservations, but working to convert the existing 200 k reservations into firm orders while doubling annual prod'n capability from 40,000 to 80,000 units;

4) China registers 429,000 EVs in November, w/80% pure electrics. By comparison, the U.S. sold 378,500 EVs in 1st 10 mos of 2021;

5) EEI announces National Electric Highway Coalition - w/51 investor-owned utilities, one co-op, and TVA - aimed at supporting network of EV fast-charging stations on US highways;

6) SEA Electric wins order from Midwest Transit Equipment to convert 10,000 existing diesel buses to electric over five years - w/V2G capability;

7)electric fleet charging mgmt co AMPLY Power snapped up by bp, gaining capital to expand with offerings such as charging-as-service. bp plans to operate 70,000 EV charging points across the globe by 2030;

8) Swiss company Blackstone Resources rolls out a 3-D manufacturing process for li-ion cells, allowing for thicker power storage layers & boosting energy density by 20%;

9) Commonwealth Fusion Systems raises $1.8 bn in series B funding round, w/goal of commercializing fusion energy and building "the world's first commercially relevant net energy fusion machine."

Chinese EV co NIO and Shell team up to grow battery swap network; ABB orders $5.3 mn of hydrogen fuel cell systems to power 200 KW off-grid EV Fast Charging Stations; Chinese EV OEM car Xpeng plans to expand beyond Norway into Sweden, Denmark, and Netherlands in 2022; Mercedes-Benz and Stellantis investing unspecified amount in solid state battery cell developer, Factorial Energy; Per BNEF, avg li-ion battery pack prices down 89% since 2010, from $1,200/kWh in 2010 to $132/kWh in 2021,, w/6% drop last year; IEA reports over 100 carbon capture & storage projects in global pipeline.

1) Chinese EV OEM NIO and Shell partnering to develop 100 charging/battery swap facilities in China & Europe.
2) ABB orders $5.3 million worth of hydrogen fuel cell systems from AFC Energy to power 200 KW EV Fast Charging Stations in off-grid applications.
3) Chinese EV OEM car Xpeng expanding from initial market in Norway into Sweden, Denmark, & Netherlands next year.
4) Mercedes-Benz and Stellantis invest in solid state battery cell developer Factorial Energy.
5) BNEF says avg l-iion battery pack prices down from $1,200/kWh in 2010 to $132/kWh in 2021 (89% decline), w/ a drop of 6% last year. However, prices rebounding somewhat on commodity squeeze. BNEF also sees pronounced move away from expensive cobalt-based to lithium iron phosphate batteries (30% cheaper).
6) IEA reports over 100 carbon capture and storage projects announced this year. Historically, < 3 mn tons of CO2 capture capacity added annually in recent years, w/total global capacity cumulatively at 40 mn tons. IEA says about 1.6 billion tons must be achieved by 2030 in its roadmap to net zero global emissions by 2050.

At COP26, Climate Group's EV100 initiative adds seven new members, committing to electrify 250,000 vehicles in their fleets; 30 countries and 11 car makers issue non-binding declaration to leave the internal combustion engine behind; GM finishes Cadillac dealer restructuring, paying out $274 mn to dealers who won’t support EVs to leave network; Reuters counts $500 bn in global OEM spending on EVs and batteries; Wright Electric has plans for a 100-seat, fully electric regional jet by 2026; Entergy Mississippi finally invests in renewables; Georgia Power issues RFP for 1,030 of renewables by 2024; Hawaiian Electric looking at 50,000 additional rooftop solar arrays; Australia surpasses 3 million rooftop PV systems; EIA says 2020 average outage time 8 hours; Infrastructure Bill eliminates some barriers to transmission projects.

1) Climate Group's EV100 adds seven new members with add’l 250,000 fleet vehicles that will be electrified.
2) 30 countries (incl UK and India, but not China or the U.S.), 11 car makers, and other partners commit to transition from internal combustion engine.
3) GM cuts number of Cadillac dealers from 920 to 560. Only those supporting EVs remain. Pay-offs to departing dealerships total $274 million.
4) Reuters analysis shows global automakers spending more than half a trillion dollars on electric vehicles and batteries through 2030.
5) Wright Electric plans to fly 100-seat, 4-engine electric regional jet by 2026, retrofitted with 2 MW electric powertrain for range of 460 miles.
6) Entergy Mississippi to add 1,000 MW of renewable power through 2027, while closing older gas gen plants.
7) Georgia Power issues RFP for 1,030 MW of new renewables, to be commissioned by 2024.
8) Hawaiian Electric planning on another 50,000 rooftop solar systems.
9) Australia hits 3 millionth rooftop PV system, w/total 13 GW installed, at an average of nearly 1 kW for every Australian.
10) EIA reports average U.S. electricity customer had 8 hours of outages in 2020, the most since it began collecting data in 2013.
11) Infrastructure Bill strengthens federal hand, improves chances for build-out of interstate transmission

Southern Co to retire 55% of remaining coal fleet by 2030; Engie N. America exits planned 60 MW solar/storage project (4 hrs duration) in Hawaii, citing supply chain issues; VW to work w/Oak Ridge Lab in high-speed wireless charging; Fortescue Metals plans to invest up to $8.4 billion in a green H2 project in Rio Negro Argentina; Federal law enforcement bulletin says drone that crashed near Pennsylvania substation in 2020 was probably meant to damage or disrupt electric equipment; Major global insurance firm AXA to stop investing in & underwriting insurance for new oil exploration projects unless affiliated oil & gas companies have credible transition plans to renewables.

1) Southern Co will shutter 4,300 of its remaining 9,800 MW of coal gen by 2030 (55%).

2) Engie N. America pulls plug on a planned 60 MW solar and 240 MWh storage project in Hawaii, blames supply chain issues and trade disputes. More such withdrawals likely to follow across industry as costs increase.

3) VW Group of America’s Innovation Hub increases collaboration w/Oak Ridge National Laboratory and University of Tennessee, Knoxville to boost break­throughs in material science for EVs. First project to test high-power wireless EV charging capability with a Porsche Taycan at a current 120 kW, w/goal of 300 kW.

4) Australian billionaire Andrew Forrest and mining company Fortescue Metals looking to invest up to $8.4 billion in a green hydrogen project in Rio Negro Argentina.

5) Federal law enforcement bulletin indicates drone that crashed near Pennsylvania substation last year likely meant to damage or disrupt the electric equipment. It’s the first known such case.

6) Major global insurance firm AXA will stop investing in and underwriting insurance for new oil exploration projects unless the affiliated hydrocarbon cos have credible transition plans to renewables. It will also cut exposure to oil sands, Arctic drilling & shale fracking in its investment and insurance underwriting portfolios.

NY rejects two natural gas generating plants, citing conflict w/State's GHG goals; solar asset insurer kWh Analytics reports US solar assets underperforming expectations; Hertz announces a plan to make up to 50,000 Tesla vehicles available to qualified Uber drivers; GM to deploy up to 40,000 AC EV charging stations in US & Canada through dealers starting next year; Siemens Gamesa Renewable Energy to join with Virginia's Dominion Energy on $200 million factory to manufacture turbine blades for offshore markets; NextEra 500 MW wind project will support unnamed hydrogen fuel cell company green H2 project.

1) New York state Dept of Env Conservation nixes a controversial 437 MW gas power plant slated for Queens saying inconsistent w/2019 Climate Leadership & Community Protection Act. Plan to repower existing 511 MW power plant in Danskammer, NY also rejected for the same reason.

2) Solar insurer, kWh Analytics reports US solar assets underperforming P50 estimates by between 5 and 13%, w/performance noticeably worsening since 2016.

3) Hertz to make up to 50,000 Tesla vehicles available to qualified Uber drivers in LA, San Francisco, San Diego, & Washington DC. w/weekly rental starting at $334 & going down to $299, including maintenance & insurance.

4) GM to deploy up to 40,000 AC EV charging stations in US & Canada, starting 2022. In addition to chargers at the dealerships, each dealer will have up to 10 level 2 charters available to install at key locations in local community.

5) Siemens Gamesa Renewable Energy partnering w/Virginia's Dominion Energy on $200 million factory to manufacture offshore turbine blades.

6) NextEra announces increased commitment to green hydrogen w/plans to build 500 MW wind project that will supply energy to unnamed fuel cell company's hydrogen-producing electrolyzer plant.

Hertz orders 100,000 Tesla Model 3's to be delivered over the next 14 months; Britishvolt setting up 60 GWh battery factory in Quebec; Stellantis and LG Energy Solutions announce JV for a 40 GWH battery factory in U.S.; contract manufacturer FoxConn jumping into EV game with 3 models; Empire Wind taps Vestas as preferred turbine supplier, w/plans to order 138 x 15.0 MW turbines for Empire 1 and 2 projects off New York; HyStor Energy, a team of natural gas storage pros, announces huge green hydrogen production and storage hub in Mississippi by 2025.

1) Hertz to buy 100,000 Tesla Model 3 Sedans for major U.S. markets and European markets, beginning early November.

2) UK-based Britishvolt to build 60 GWH battery plant in Quebec to supply North America's car makers.

3) Stellantis and LG Energy Solutions form new JV to build 40 GWH battery factory, to be operational by Q1 2024.

4) Taiwanese contract manufacturer, FoxConn, the company that makes our iPhones, announces 3 internally developed prototype EVs - an SUV, a Sedan and a City Bus under the Foxtron brand.

5) Empire Wind to buy 138 of Vestas' 15.0 MW turbines for the Empire 1 and 2 projects, 15 to 30 miles off Long Island. Vestas will install and test its 15 MW prototype next year.

6) HyStor Energy, a team of natural gas storage pros, announces intent to build the largest green hydrogen hub in the U.S. by 2025. w/110,000 metric tons of annual H2 output, storing as much as 70,000 tons in underground salt caverns.

816 MW offshore Empire Wind project files with Federal Energy Regulatory Commission to delay its start date 18 months to the end of 2026; solar supply chain issues starting to hurt, and drive increases in panel prices; Swell Energy inks deal with Redwood Coast Energy Authority to create a community grid program, with up to 45 MWh of onsite solar powered storage from C/I customers in California's Humboldt County; Thomas Built electric school bus w/ Proterra power battery system in Beverly, MA sends power to the grid during 30 separate events this year totaling 3 MWh; Champaign-Urbana Mass Transit District gets 2 new 60-foot long hydrogen buses fueled by H2 from electrolyzer in turn will be powered by 5,500 local solar panels in Illinois; Volvo Group rolls out world's first vehicle made from fossil free steel - from steelmaker SSAB using green hydrogen from HYBRIT project in Northern Sweden; Air Products announces plan to build $4.5 billion blue hydrogen facility in Louisiana.

1) 816 MW offshore NY Empire Wind project files with Federal Energy Regulatory Commission to delay its start date by about 18 months to late 2026, citing permitting process, and the complexity of offshore construction.

2) Solar industry facing headwinds in form of supply chain challenges and higher commodity prices, especially polysilicon, with costs of frequently deployed panel types jumping from 21¢/watt to 24¢/watt in first 9 months of 2021.

3) Swell Energy commits to provide up to 45 MWh of solar-powered storage to Redwood Coast Energy in California's Humboldt County.

4) V2G increasingly viable, as Thomas Built e-bus w/Proterra power 226 kWh battery system sends 3 MWh of power to the grid during 30 separate events this year.

5) Champaign-Urbana Mass Transit District deploys 2 new 60-foot long hydrogen buses w/H2 from electrolyzer powered by 5,500 local solar panels.

6) Volvo Group unveils world's first vehicle made from fossil free steel - a load carrier used in mining and quarrying. Steel is from SSAB's hydrogen- based HYBRIT tech, which will be producing millions of tons of carbon-free steel by 2026.

7) Air Products outlines plan to build $4.5 billion blue hydrogen facility, capturing the carbon and storing it in underground reservoirs in Louisiana.

VW reports 144,000 orders for its ID.3 EV in first year; China's BYD teaming up with Nuvve JV to deploy 5,000 V2G-capable electric fleet vehicles in as-a-service offering; GM to build new battery cell innovation center in its global tech center in Michigan; Stellantis to offer plug-in hybrid Jeep Grand Cherokee SUV w/ 17 KWh battery; North Carolina legislators pass energy bill with electric sector emissions reduction cuts of 70% cuts from 2005 levels by 2030; Maine seeking federal approval for floating offshore wind lease area; Moody's sees climate risk as having major influence on banks' loan quality, with losses as much as 20% higher under extreme climate scenarios; World's top mining companies commit to net zero direct and indirect carbon emissions by 2050 or earlier.

1) A year after launch of its ID.3, VW reports sales of 144,000.

2) Chinese EV company BYD and Levo Mobility announced they'll join forces to integrate Nuvve's vehicle-to-grid techn w/commercial public transport & heavy-duty battery electric vehicles in a fleet-as-a-service leasing model.

3) GM announces new battery cell innovation center in its global technical center in Michigan, focused on development and production of its next-gen Ultium cells. Goal is to cut costs by 60%.

4) Stellantis will offer Jeep Grand Cherokee SUV in hybrid model, w/17 KWh battery.

5) North Carolina legislators pass bi-partisan energy bill with electric sector emissions reduction cuts of 70% from 2005 levels by 2030.

6) Maine governor Janet Mills submits requests permitting from feds for 15 square mile area, 20 miles off coast for siting up to 12 floating wind turbines.

7) Moody's sees climate risk as having major influence on banks' loan quality, with losses as much as 20% higher under extreme climate scenarios.

8) World's top mining companies commit to net zero direct and indirect carbon emissions by 2050 or earlier. Companies invovlved represent about one third of the global mining and metals industry.

Solar industry faces supply chain issues and price hikes, but possible tariff action averted for now; wind developer Ørsted hints at 27 MW turbines; Arevon commits to 2 GW Tesla battery purchase, Fluence to IPO, and SB Energy to buy 2 GWh of iron flow batteries; China's NIO hits 4 millionth battery swap while Geely jumps further into swap game - switching batteries in under one minute; Ford commits add'l billions to battery plants and a major campus - Blue Oval City

1) The solar industry is hampered by supply chain, trade, and shipping issues, slowing projects and putting others at risk. Largest Chinese producers warn more challenges to come.

2) Denmark's Ørsted suggests new turbines for 1.5 GW Southern Sweden wind farm could employ turbines as large as 27 MW.

3) Storage developer Arevon will buy 2 GW of Tesla batteries; Fluence will IPO; and SB Energy commits to 2GWh of iron flow batteries from ESS to be used for solar projects in CA & TX.

4) Chinese electric vehicle company NIO announces 4 millionth battery swap. Meanwhile, Geely plans on 5,000 swapping stations of its own in China by 2025, w/stations switching battery in 59 seconds.

5) Ford and Korean battery partner, SK Innovation to invest $11.4 bn in electric F-150 assembly plant and 3 U.S. battery plants. Signature investment will be $5.6 billion "Blue Oval City" campus in Tennessee.

Australia/Singapore venture Sun Cable announces $2.5 bn investment in Indonesia to support project to transmit solar energy from Australia to Singapore; Ford and Redwood Materials hail partnership to boost recycling of EV batteries; Michigan to develop pilot wireless inductive charging project on a mile of road; NERC/FERC release preliminary report on winter storm, with a focus on Texas; London's largest taxi and car hire co will employ only pure EVs after 2023; Chinese president Xi Jinping says no more construction of new coal fire plants abroad.

1) Sun Cable announces $2.5 bn investment in Indonesia to support 3,100 mile project to move solar energy from Australia to Singapore, while increasing the project by from 14 GW to between 17 & 20 GW, while adding between 36 & 42 GWH of storage.

2) Ford & Redwood Materials announced partnership to increase U.S. recycling of EV batteries, focusing on collection and disassembling of spent batteries from Ford's EVs; Ford also invests $50 million in Redwood.

3) Michigan plans to build the first U.S. public road on which EVs can wirelessly charge as they drive, but Indiana may be ahead.

4) NERC and FERC publish preliminary report on the winter storm with a focus on Texas. Biggest cause identified as being freezing issues, with largest sub causes being frozen instrumentation, and wind blade icing.

5) London's largest taxi and car hire co, Addison Lee, will use only pure EVs after 2023. Boosting current fleet of 650 EVs, it will add 200 VW ID4s each month come November, w/total investment at about $220 million.

6) Chinese president Xi Jinping pledges China will no longer build coal generation plants abroad. No details on the commitment or timeline, nor any reference to domestic coal use.

Lake Ontario to get two electric ferries; battery recycling co Redwood Materials planning on massive U.S. battery materials factory; San Antonio's Muni Utility CPS, solar developer OCI Solar Power, and Hyundai Motor Group will test used batteries in a utility-scale storage system to be built next year in San Antonio; 800 MW Vineyard Wind offshore project lines up $2.3 bn of debt financing - time to start building; Illinois Governor Pritzker signs The Climate and Equitable Jobs Act committing state to 50% carbon free power by 2040 and 100% by 2045. Up to 10 GW of solar anticipated.

1) Ontario will soon see two electric ferries cruising its shores.

2) Lithium battery recycler Redwood Materials plans to build one of the planet's biggest battery materials factories, recovering materials and manufacturing back into both anode copper foil and cathode active materials. Plan is for a 100 GWh per year of cathode active materials and anode foil production by 2025, w/capacity for 1 million electric vehicles, scaling to 5X by 2030.

3) CPS, San Antonio's Municipal Utility, local solar developer OCI Solar Power, and Hyundai Motor Group will test capability of used batteries in utility-scale storage project next year.

4) Vineyard Wind lines up $2.3 debt financing for 800 MW, 62 turbine Vineyard Wind 1 project. Project can now green light its contractors, and begin the hiring, training and deploying of labor. Onshore work to start within months on Cape Cod. Offshore work beginning in 2022 and first power flowing sometime in 2023.

5) Illinois Governor Pritzker signs Climate and Equitable Jobs Act, committing the state to 50% carbon free power by 2040 and 100% by 2045. As much as 4 GW of utility scale PV and 5.8 GW of rooftop and community solar anticipated by SEIA. Also $280.5 coal-to-solar and storage initiative for storage projects on retiring coal plant sites. Illinois Senate also voted to offer $700 million in subsidies over 5 years to Exelon to keep 2 nuclear plants operational.

LiCycle announces 4th battery recycling plant; NY will ban ICEs by 2035; NYC announces ambitious EV plans; CO utility Xcel Energy w/new program to accelerate transition to EV with incentives for lower-income customers; Chevron announces intent to acquire equity stake in the Advanced Clean Energy Storage Project, a green hydrogen hub w/over 1 GW of electrolyzers and storage of 5,500 MT of green hydrogen in salt caverns near Delta, Utah; A study in "Nature" estimates that for planetary temps to remain at 1.5 degrees Celsius, vast majority of known hydrocarbon reserves must remain in the ground; DOE Solar Futures Study says solar could provide 40% of U.S electricity by 2035 and 45% by 2050; Walmart raises $2 billion in a green bond; Tesla seeking staff for an energy trading team related to its battery and renewable power projects; Vistra's huge Moss Landing, CA, storage project offline after batteries overheated.

1) Lithium-ion battery recycler LiCycle plans on a 4th recycling plant, this one in AL.

2) New York Governor signs bill mandating only zero-emission passenger cars and light trucks after 2035.

3) New York City launches Electrifying New York, EV vision plan looking for 400,000 electric vehicles by 2030, and charging network of over 40,000 public Level 2 chargers and 6,000 fast chargers.

4) Colorado utility Xcel Energy announces program for transition to EVs w/incentives for lower-income customers, including $5,500 rebate on new EVs and $3,000 rebate on used ones.

5) Chevron to acquire equity stake in Advanced Clean Energy Storage Project, the new green hydrogen hub planning over 1 GW of electrolyzers and storage of 5,500 MT of green hydrogen in salt caverns near Delta, Utah.

6) A study in "Nature" says for planetary temps to stay at 1.5 degrees C, 58% of discovered oil reserves, 59% of natural gas reserves, and 89% of existing coal reserves must stay in ground.

7) DOE Solar Futures Study sees solar supplying up to 40% of U.S. electricity by 2035 and 45% by 2050. Would need to expand avg of 30 GW annually between now and 2025 and 60 GW per year for the next 5 years after that.

8) Walmart raises $2 billion in a green bond to cut carbon emissions, increase recycling, and decarbonize supply chain.

9) Tesla building an energy trading team for its battery and renewable power projects.

10) Vistra's massive energy storage project in Moss Landing, California, goes offline batteries overheat and sprinkler systems respond.

NREL and CharIN testing components for 3.75 MW electric truck charging system; China Lithium Battery Technology (CALB) expanding battery production capacities to 300 GWh by 2025; Maersk investing $1.4 bn in methanol-driven ships; Sinopec shelling out $4.6 bn on hydrogen by 2025 to become leading H2 producer; Swiss Re signs world's first long-term direct carbon capture agreement w/Climeworks AG.

1) NREL and CharIN are testing elements of a standardized 3.75 MW electric truck charging system called MCS.

2) China Lithium Battery Technology (CALB) will expand battery production plants to 300 GWh by 2025. CALB also investing in R&D centers in Shanghai, Japan, Europe, and North America.

3) Shipping giant Maersk orders eight methanol-powered container ships at $1.4 bn, to be delivered by 2024. Clean methanol supply may be an issue.

4) Sinopec Corp., to spend $4.6 bn on hydrogen production by 2025 and will, "expand forcefully into making hydrogen from renewable energy" as it aims for carbon neutrality by 2050.

5) Reinsurance leader Swiss Re signs world's first long-term agreement for direct carbon capture with Climeworks AG, for $10 million over 10 years. The hope is to catalyze others in following.
Climeworks just began operating a direct air capture plant in Iceland in the second week of September and will capture 4,000 tons per year. Eventual goal is megaton removal capacity by latter half of this decade.

SunRun begins offering courses to educate and up-skill workers; EPA urges FERC to consider social cost of carbon in gas infrastructure decisions; Generac's customers can now sell services back to grid across smart grid ready platform; Toyota to make H2 fuel cell modules in U.S. for Class 8 semi-trucks by 2023; China now w/over 2 mn EV chargers in public and private locations; Ford doubling output target for its F-150 Lightning from 40K to 80K by 2024; CATL going after lower cost sodium batteries; Sakuu to establish initial pilot production line for 3-D printing of solid state batteries; solar whips coal in Australia for first time (on a Sunday afternoon).

1) Leading resi solar and storage co SunRun will offer a wide range of online courses to its workers to address skills gap issue.

2) EPA sends letters to FERC asking it to consider social costs of carbon in gas infrastructure permit review process (Columbia Gulf Transmission's Louisiana gas facilities w/est'd $205 million in annual climate damages and Iroquois Gas Transmission's Northeast project at $144 million.

3) Generac announces resi home equipment is now smart grid ready, capable of monetizing across the Enbala Concerto platform (Generac bought DER tech company Enbala in 2020).

4) Toyota to manufacture H2 fuel cell modules for Class 8 semi trucks in U.S. by 2023.

5) China now has over 2 million EV charging units, w/334,000 added in first seven months of 2021.

6) Ford will double production targets for electric F-150 Lightning truck to 80,000 by 2024 (from original 40,000 target).

7) China's Contemporary Amperex Technology (CATL) to offer a sodium-ion cell with plans for producing by 2023. No cobalt, lithium, or nickel needed.

8) Sakuú Corporation initiates construction of 2.5 MWh pilot line for printing solid-state batteries.

9) In Australia, rooftop and utility scale solar generated more power than coal for the first time in that country's history, on Sunday, August 22nd.

Chinese wind turbine OEM MingYang announces 16 MW turbine - world's largest; CA looking to add five 30 MW temporary natural gas plants by end of this summer; Hyundai to incorporate wireless charging on the Genesis GV 60 next year; battery swap company Ample raises add'l $160 mn in series C funding round to build out battery swap infrastructure; Swedish steelmaker SSAB ships fossil-free steel to Volvo; multiple companies report solar components detained at U.S. ports following Biden Admin ban on equipment w/raw materials from Hoshine Silicon, based on concerns of forced labor in China's Xinjiang region.

1) Chinese wind turbine manufacturer MingYang rolls out 16 MW turbine, w/commercial prod'n by 2024.

2) California plans to add five 30 MW temporary natural gas-fired plants by mid-Sept, to enhance grid reliability.

3) Hyundai will offer wireless charging on its luxury Genesis GV 60 in S. Korea late next year, w/hardware supplied by WiTricity. No word yet on plans for U.S. markets.

4) Battery swap start-up Ample nabs another $160 million in series C funding to expand charging battery swap infrastructure.

5) Swedish steelmaker SSAB sends world's first fossil-free steel to Volvo with iron reduction using 100% hydrogen. Plan is for commercial deliveries by 2026. Other H2 steel projects eyed by major producers for Germany and Spain.

6) A number of companies see solar components detained at U.S. ports, following the Biden administration's ban on equipment using raw materials from Hoshine Silicon, based on concerns about forced labor in China's Xinjiang region.

Recurrent Energy inks 15-yr resource adequacy contract w/PG&E for 150 MW/600 MWh of battery storage starting summer 2022; The California Energy Commission warns state may be 5 GW short of capacity next summer; Liquid metal battery company Ambri gets add'l $144 mn investment, eyes battery plant in India; Rivian may spend up to $5 bn on factory near Fort Worth, TX to build 200,000 vehicles/year; Rolls-Royce investing $110 million over the next decade in battery systems for flights over 100 miles, and including VTOL aircraft; Dominion to file $1.5 bn proposal in Virginia for as much as 1,100 MW of solar and 100 MW of battery storage; S&P Global Market Intelligence foresees U.S. stranded gas and coal investments of up to $68 billion in clean energy transition.

1) Recurrent Energy signs a 15-year Resource Adequacy (capacity) contract w/PG&E for 150 MW/600MWh of energy storage, starting in summer of 2022.

2) California Energy Commission highlights potential 5 GW shortfall of capacity next summer if the heat, drought, & fires persist. PUC is responding by calling for more energy storage, DR, and flexible EV charging.

3) Liquid metal battery company Ambri receives $144 million investment infusion to help expand grid-scale storage business. Ambri also considering a battery plant in India.

4) Bloomberg News says Rivian may invest up to $5 bn in a factory near Fort Worth, TX with annual capacity at 200,000 vehicles.

5) Rolls-Royce will invest $110 million in coming decade in battery systems powering flights over 100 miles. Systems will support electric vertical takeoff and landing planes, and commuter fixed-wing aircraft with up to 19 seats.

6) Dominion Energy filing for $1.5 bn investments in 1,100 MW of solar and 100 MW of battery storage.

7) S&P Global Market Intelligence report warns of up to $68 billion in stranded U.S. coal and natural gas investments in transition to clean energy economy. S&P foresees about $34 billion of stranded investments in new gas-fired base load gen, and a similar amount in pollution controls to extend lives of coal plants. Given last week's IPCC report, it may be prudent to bet on even a higher number.

Bad news from Intergovernmental Panel on Climate Change; Q2 U.S. EV sales eclipse 100K mark; Ford to spend more on EVs than ICEs for first time in 2023; Hyundai's Ioniq 7 SUV has 800 volt platform w/350 kW rapid charge capability, may include wireless charging; 3 U.S. OEMs targeting 40-50% EV sales by 2030; DHL Express announces order for 12 electric aircraft from Israel's Eviation for 2024 delivery; BNEF says green hydrogen activity to double this year; US Wind expanding its Maryland offshore wind project from 270 MW (2025) to 1200 MW by 2028. It plans to develop 90 acre steel-production facility near Baltimore.

1) IPCC says climate damage unavailable and occurring faster than anticipated.

2) U.S. soar past 100K for Q2 @ 2.7% of market. Plug-ins and hybrids top 258K.

3) Ford spending on EVs will eclipse that of ICEs in 2023. Sales & reservations of its EVs have brought in over 70% new customers to the Ford brand.

4) Hyundai's Ioniq 7 SUV will have 880 v platform, charge at up to 350 kW (62 miles of range in 5 minutes), w/possible wireless charging, and 400 miles of range.

5) 3 largest US auto OEMs issued a joint statement, targeting between 40% & 50% of sales to be electrics, plug-ins, or fuel cells by 2030.

6) DHL Express with 1st order of 12 electric planes from Israel's Eviation, (2024 delivery), w/plan to create "Emission-free transport network."

7) BNEF reports green hydrogen activity has doubled this year w/electrolyzer market possibly 2 GW by year's end. China responsible for over 60% of new electrolyzers.

8) US Wind expanding wind project off the Maryland going from 270 MW (2025) to 1200 MW by 2028, and developing 90-acre steel production facility, close to Baltimore.

KORE Power announces AZ battery cell facility; Only 5 battery cos supply all of US EV needs, w/Panasonic at 3/4 of total (mostly t to Tesla); Redwood gets $700 mn to expand li-ion recycling facility; Austin developers to build an entire 1,000+ home neighborhood, using 3rd version of Tesla solar roof tiles & Powerwall batteries; consortium of utilities supporting fast charging highway network now up to 14, in 29 states and serving 60 mn customers; Xcel Energy to slash emissions by 85% by 2030, faster than previously planned, and adding up to 10 GW of renewables in MN and CO; Anschutz Corporation close to completed permitting for 732-mile, 3,000 MW (20,000 GWh/yr) high-voltage power line to bring wind energy from Southern Wyoming to markets including LA & Phoenix.

1) KORE Power to construct first li-ion manufacturing facility, w/up to 12 GWh of annual production. Construction by the end of yr, w/actual production to start Q2 2023.

2) Today, only 5 companies (AESC, LG Chem, Panasonic, Samsung, & SK innovation) supply US electric EV OEMs. Panasonic the clear winner, at 74% of total.

3) Redwood Materials raises another $700 mn to triple capacity of recycling plant in Carson city, Nevada, and add 500 employees.

4) Tesla's solar tiles to be installed in 1,000+ home new development in Austin area. Powerwalls and EV chargers, too.

5) Utility coalition for fast charging expands to 14 utilities in 29 states and DC, serving 60 million customers.

6) Xcel Energy announced last week it will cut emissions by 85% betw now and 2030. Also planning on up to 10 GW of renewables in MN and CO.

7) Anschutz Corporation almost competed with permitting 732 mile, 3,000 MW TransWest Express high-voltage power line to bring wind energy from Southern Wyoming to load pockets, including Los Angeles and Phoenix (20,000 GWh/year, roughly equivalent roughly to 3/4 of LA's total annual electricity use).

ERROR in VID: BNEF says investments needed between now and 2050, (not 2025). OOPS!!

Storage company Form Energy says get ready for our long-duration battery in just a few years; FERC opens NOPR on transmission; BNEF says investments of between $92 trillion and $173 trillion will be needed between now and 2050 to stabilize climate; Samsung Heavy Industries joining the floating offshore wind crowd with a 9.5 MW floating turbine; UK's Go-Ahead Group plans to convert all 5,000 buses to clean fuels by 2035 and to be carbon-neutral by 2045; Universal Hydrogen signs LOI w/Icelandair, Air Nostrum, and Ravn Alaska to convert 21 existing planes to fuel cells and run on hydrogen

1) Storage company Form Energy's CEO says it will offer long duration storage to the grid by 2025, with a battery tech based on iron.
2) The FERC issues long-awaited NOPR to address transmission, to address renewables and create a more reliable grid.
3) Bloomberg New Energy Finance just released a report suggesting that investments between $92 trillion and $173 trillion will be needed between now and 2025 in order to achieve climate stability.
4) Samsung Heavy Industries rolls out 9.5 MW floating wind design, passing MHI Vestas 8.4 MW platform. Bigger machines in the offing. 5) UK's Go-Ahead Group, owner of 5,000 buses, plans to convert all of its buses to clean fuels by 2035 and to become carbon-neutral by 2045. Strategy includes bus-to-grid technology.
6) Icelandair, Air Nostrum, and Ravn Alaska have signed letters of intent with US hydrogen startup - Universal Hydrogen - to convert 21 existing planes to fuel cell electrics running on hydrogen.