Some months ago, I asked whether or not folks would be interested in a series of interviews with leading professionals and entrepreneurs in the clean energy space. I received a pretty strong "YES" on that one.

Fortunately, I was able to recruit Jeremy McCool - CEO of wireless EV charging company HEVO - to join in a conversation about leadership lessons. Jeremy was a perfect choice for this first session. He's creative, highly motivated to create positive change, and self-reflective. I think you will enjoy this conversation. We did! We go over seven questions that revolve around the energy conversation and are learning lessons in leadership fundamentals. 

1) How did you get into the energy space, and what was that driving force? 

2) What's been your biggest misstep or failure, why did it happen, and how did you respond?

3) Knowing what you know now, what one thing would you do differently in your business if you were to start over and do it all again?

4) How do you fire an employee and convey to the rest of the team that it was a beneficial decision for the company without making them feel threatened? 

5) What can we expect to see from HEVO in the coming months or years?

San Diego Gas & Electric issues study outlining road to decarbonization in California; Pacific Gas & Electric gets approval from CA PUC for three EV V2X integration projects; Boston to electrify entire fleet of 700+ school buses by 2030, starting w/20 buses in 2023; Biden administration officials meet with auto industry leaders to promote charging and interoperability; EVgo and Chase bank team up to put DC fast-chargers in 50 bank branches in six states; Hertz announces partnership w/Polestar to add up to 65,000 Polestar EVs over 5 years in Europe, N. America, and Australia; Commerce Department decision to look into possible dumping of Chinese solar modules through four other Asian countries already having a chilling effect on imports and projects; Trident Winds submits unsolicited lease request to BOEM for 2,000 MW floating offshore wind project 43 miles off the State of Washington.

1) San Diego Gas & Electric issues study laying out pathways to decarbonization in California. Key elements include 40 GW of batteries, 20 GW of dispatchable gen powered by green hydrogen, and 4 GW of gas-fired gen with carbon capture. Grid would grow four-fold.

2) Pacific Gas & Electric gets green light from CA PUC for three EV vehicle-to-grid integration projects, including: a 3-year V2X resi pilot promoting bidirectional tech for 1,000 single-family resi customers w/light-duty EVs; a 3-year vehicle-to-X bidirectional fleet charging effort for 200 medium and heavy-duty EVs charging at commercial buildings; and a multi-customer microgrid to support community resilience

3) Boston will electrify its fleet of 700+ school buses by 2030, w/first 20 buses next year

4) Biden administration officials sit down w/ major auto OEM execs to focus on EVs, charging infrastructure, interoperability

5) EVgo will put DC fast-chargers into 50 Chase Bank branches in six states this summer, w/ chargers rated at 100 kW and 350 kW chargers, powered by 100% renewables

6) Hertz and Polestar in deal for up to 65,000 Polestar EVs into Herz rental fleet over five years, in Europe, N. America and Australia

7) Commerce Department's decision to investigate dumping of Chinese solar modules through Cambodia, Malaysia, Thailand, and Vietnam is already resulting in numerous solar dev companies seeing module shipments delayed or cancelled

8) Trident Winds submits unsolicited lease request to the US BOEM to develop 2,000 MW floating offshore wind project 43 miles off State of Washington. BOEM will likely conduct initial review and then issue a Public Notice of a Request for Interest to determine competitor interest in proposed site.

NYISO notches new record for on-site solar at 2,238 MW; Trammell Crow and solar company Altus Power to install $600 mn solar panels on 35 mn sq feet of US ind’l property, totaling 300 MW; Department of Commerce to review solar panel imports from Cambodia, Malaysia, Thailand, and Vietnam; Siemens Energy to construct a multi-gigawatt hydrogen PEM electrolyser factory in Berlin, w/first 1 GW of output by 2023; Vietnam’s EV company VinFast building a factory in North Carolina; LG Energy Solutions to build $1.4 bn battery plant in Arizona; President Biden invokes Defense Production Act to spur more domestic mining and processing of critical minerals in lithium ion batteries

1) NYISO sets record high of 2,238 MW dc of distributed solar, adding 750 MW last year, and anticipates 7,281 MW by 2030

2) Trammell Crow and solar company Altus Power to install 300 MW of solar panels on 35 mn square feet of US ind’l property by 2026, at a price of $600 million. Storage and EV charging also contemplated

3) Department of Commerce to review solar panel imports from Cambodia, Malaysia, Thailand, and Vietnam – source of 80% of crystal silicon panel imports - for anti-dumping, w/potentially severe impacts on U.S. solar ind’y

4) Siemens Energy plans to build a multi-gigawatt PEM electrolyser factory in Berlin, w/first 1 GW of production by 2023. At least eight other companies have giga-factories, w/ announced total of 17 GW

5) Vietnamese EV OEM VinFast will build an EV and battery factory in N. Carolina, w/initial annual output at 150,000 vehicles/annum. Expansion may grow to 250,000 cars

6) LG Energy Solutions announces $1.4 bn 11 GWh battery factory in Arizona to manufacture cylindrical cells for EVs

7) President Biden invokes Defense Production Act to accelerate domestic mining and processing of the minerals going into lithium ion batteries, authorizing the Defense Department to conduct feasibility studies

NJ’s Atlantic City Electric to retire state’s last coal plant 2 yrs ahead of schedule; NY achieves 1,000 MW of community solar w/nearly add’l 2,000 MW in pipeline; RI eyes add’l 600 MW of offshore wind; Shell seeks licenses for six offshore wind projects in Brazil w/total capacity of 17 GW; Dutch government designates three new offshore wind locations, confirms two previously designated areas in North Sea for 10.7 GW of projects; Highland Electric Fleets teams w/ Thomas Built Buses to lower the upfront costs of E-buses with subscriptions on par with diesel; Stellantis confirms plans to construct third battery factory, converting existing plant over to make cells in Italy; VW officially confirms previously leaked plans for its third battery cell factory, in Valencia Spain; U.S. sees 3,506 MW and 10,498 MWh of storage in the United States in 2021; Metal supplier Aurubis recently tests operation of a modular battery recycling pilot; Koch Industries makes big investments in batteries

1) Exelon-owned Atlantic City Electric to retire to NJ’s last two coal plants two years ahead of scheduled date

2) NY Governor Kathy Hochul announces state has over 1 GW of community solar w/nearly another 2 GW in the pipline

3) RI Governor Dan McKee pushes plan to boost the state's offshore wind supply by another 600 MW

4) Shell trying to obtain licenses for six offshore projects in Brazil with a total installed offshore wind capacity of 17 GW.

5) Dutch government designates three new locations and confirms two previously designated areas in North Sea for 10.7 GW of offshore wind

6) Highland Electric Fleets and Thomas Built Buses sign LOI to lower upfront costs and accelerate adoption of E-buses w/target of prices on par with diesel

7) Auto OEM Stellantis confirms plans to build a third battery factory, this one in Italy

8) VW has officially confirmed the previously leak plans for its third battery cell factory, to be sited in Valencia

9) U.S. grid installs 3,506 MW and 10,498 MWh of storage in 2021, almost triple the 2020 MWh number

10) Metal supplier Aurubis recently tests operation of a modular battery recycling pilot plant in Germany, w/larger plant w/in 5 yrs.

11) Koch Industries has invested at least $750 million in a minimum of 10 companies in battery supply chain and EV space

A correction: Last week I incorrectly said MA legislature passed H4515, advancing offshore wind target from 4,000 to 5,600 MW and bill awaited Governor Baker's signature. In fact, bill passed House and was replaced by Sen Bill 4524 which sits in Ways & Means Committee; IEA reports carbon emission up 6% in 2021; Germany and Norway sign agreement to cooperate in promoting large scale H2 exports from Norway to Germany; Mid-Atlantic offshore wind developers submit 80 transmission projects for bringing wind onshore to NJ; consortium unveils prototype of 100% recyclable thermoplastic wind turbine blade; Indiana Michigan Power seeking 800 MW of wind and 500 MW of solar by end of 2025; Volvo and Starbucks to develop 1,350-mile EV DC charging network from Denver to Seattle.

1) Correction MA bill H4515, pushing state wind target from 4,000 to 5,600 MW replaced by Sen Bill 4524 which now sits in Ways & Means Committee.

2) IEA indicates global CO2 emissions rose 6% in 2021, a new record.

3) Germany and Norway signed agreement to cooperate on large scale hydrogen exports from Norway to Germany, cutting German dependence on Russian energy.

4) 13 developers submit 80 transmission projects to deliver offshore windpower to New Jersey. These will be reviewed by NJ Board of Public Utilities and grid operator PJM, w/decision by October 2022.

5) ZEBRA consortium announces prototype of 62-meter 100% recyclable thermoplastic wind blade, using thermal plastic resin and high-performance glass fiber.

6) Indiana Michigan Power w/RFP for 800 MW of wind & 500 MW of solar, to be commissioned by end of 2025.

7) Volvo and Starbucks unveil network of 60 DC EV stations at 15 Starbucks along a 1,350-mile route from Denver to Seattle.

Saudi Arabia signs contracts for 1.0 gigawatt of solar; Australia mining giant Fortescue begins work with Plug Power on a 2.0 GW green hydrogen electrolyzer facility in Queensland; Green Hydrogen International announces plans for 60 GW green hydrogen hub in Texas; Equinor and BP to invest between $200 and $250 million in regional offshore wind hub in South Brooklyn's Marine Terminal; Massachusetts Legislature passes H.4515, bumping the state's offshore wind targets from 4,000 to 5,600 MW; Pacific Gas and Electric and GM will collaborate this year on a pilot project using multiple EVs as backup generation resources; VW's board OKs $2 billion German EV plant to manufacturing flagship Trinity model; Xcel Energy considers becoming the operator of 462 MW Nuscale small modular reactor being developed at Idaho National Laboratory in Idaho Falls for late 2020s commissioning.

1) Saudi Arabia inks two solar deals totaling 1.0 gigawatt and costing $663 million. Saudi target is 15 GW of solar over the next two years.

2) Australia mining company Fortescue breaks ground on an $83 mn 2GW green hydrogen electrolyzer facility in Queensland in partnership w/Plug Power.

3) US developer Green Hydrogen International announces huge green hydrogen hub in Texas w/60 GW of solar and wind energy and annual H2 production at estimated 2.5 billion kg.

4) Equinor and BP have will invest $200 to $250 million in a major regional offshore wind hub at South Brooklyn's Marine Terminal just outside New York City. Equinor has a goal of 12 to 16 gigawatts of East Coast Offshore Wind by 2030.

5) Massachusetts Legislature passes H.4515, Act Advancing Offshore Wind and Clean Energy, pushing the state's offshore wind targets from 4,000 to 5,600 MW while promoting grid modernization activities and energy storage.

6) Pacific Gas and Electric and GM to join forces in a pilot project to deploy EVs as a backup generation, starting in the lab and eventually moving to homes.

7) VW's board green-lights new $2 billion EV plant in Germany to manufacture flagship Trinity model, the first EV built on new SSP electric platform. Cars are expected to roll off the line by 2026.

8) Xcel Energy considers becoming the operator of the 462 MW small modular reactor being developed at Idaho National Laboratory, signing term sheet agreement w/project developer Utah Associated Municipal Power Systems.

Nissan investing $500 million in Mississippi plant to manufacture two EV models & battery packs starting 2025; SouthEastern Pennsylvania Transportation Authority chooses BAE Systems to deliver 340 hybrid electric drive systems for transit bus fleet; Battery recycling co Redwood Materials unveils battery recycling program for pure electric EVs, plug-ins, & hybrids in CA, w/Ford & Volvo committed to participating; start-up battery and metal recycling co Nth Cycle raises $12.5 million in series A funding for deployment of first commercial units of electro extraction technology by 2022; MA officials and execs from Spanish wind developer Avangrid & Italian cable manufacturer Prysmian Group announce state's first offshore wind industry manufacturing facility at Brayton Point in SE MA; Auction for NY/NJ offshore wind development rights draws record $4.37 billion; India's installed solar soars from 3.2 GW in 2020 to over 10 GW in 2021.

1) Nissan to spend $500 million in Mississippi assembly plant to make two EV models (Nissan and Infiniti) and battery packs starting 2025.

2) SouthEastern Pennsylvania Transportation Authority picks BAE Systems to deliver up to 340 hybrid electric drive systems for clean transit bus fleet.

3) Battery recycling co Redwood Materials rolls out recycling program for pure electric EVs, plug-ins, and hybrids in California. Ford and Volvo on board.

4) Start-up battery and metal recycling company Nth Cycle pulls in $12.5 million in series A funding to deploy first commercial units of an electro extraction technology this year. Nth Cycle's tech uses electricity and carbon filters to pull cobalt and nickel from discarded batteries.

5) MA officials & execs from Spanish offshore wind developer Avangrid & Italian cable manufacturer Prysmian Group, announce establishment of state's first offshore wind ind'y manufacturing facility at Brayton Point in SE MA. Avangrid subsidiary Vineyard Wind to develop 1200 MW Commonwealth Wind project & Prysmian Group to supply affiliated offshore cables.

6) Federal auction for NY/NJ offshore wind development rights hauls in record $4.37 billion in developer bids.

7) India's solar installation number vault from 3.2 GW in 2020 to over 10 GW last year. 83% was utility scale, and cumulative capacity now stands at 49.3 GW with 50 GW in development pipeline.

Vistra's Moss Landing energy storage facility in CA experiences another shutdown; DOE to spend $2.9 bn to support new battery development and recycling initiatives; DOE also earmarking $6 billion to aid financially stressed nuclear plants; CA PUC approves 2032 carbon targets, directs utilities to procure approximately 25.5 GW of new renewables and 15 GW of storage & DR by that date; Hawaiian Electric proposes to pay residential customers for on-premise energy storage; large Spanish fertilizer and steel cos agree to take hydrogen from large green H2/electrolyzer project as of 2026.

1) Vistra’s Moss Energy lithium-ion battery storage system shuts down again, with apparent sprinkler system issue.

2) The US DOE issues two notices of intent to offer $2.91 billion to boost production of advanced batteries for EVs and energy storage, and support battery materials refining and production, cell and pack manufacturing, and recycling facilities.

3) DOE also plans to spend $6 billion in lifeline to financially stressed nuclear plants in a bid to minimize system GHG emissions.

4) CA PUC approves 2032 target annual emissions reduction of 35 million metric tons, requiring procurement of approximately 25.5 GW of new renewables and 15 GW of storage and DR by that date. Resources include long duration storage, out-of-state wind imports, and offshore wind.

5) Hawaiian Electric proposes to compensate customers hosting rooftop solar and batteries in program to deliver energy to the grid during periods of high demand. HECO will pay upfront cash bonus and monthly credit if customers agree to export energy to grid during two critical evening hours.

6) Steelmaker ArcelorMittal and fertilizer producer Fertiberia commit to support and consume H2 from 7.4 GW hydrogen electrolyzer facility creating 330,000 tons of green H2 annually. Enterprise to start at 200,000 tons by 2026 reaching full capacity by 2030.

CORRECTION – Vestas rolled out 15 MW platform last year; now going into testing phase

Georgia Power eyes 15MW/1,500 MWh long-duration iron-air battery project w/Form Energy; Siemens and Ford roll out bidirectional charging station for homes; GM ups 2022/23 EV output targets from 7,000 to 46,000; US Depts of Transportation and Energy offering $5 billion to states for national EV charging network; CAISO facing interconnection tsunami, w/605 projects totaling 236,225 MW; Auxin Solar requested the US DOC to investigate Chinese cell/module dumping via SE Asia; Vestas to test 15MW turbine w/115 meter blade.

1) Georgia Power plans to install Form Energy’s long-duration iron-air battery in 15 MW/1,500 MWh project with 100 hours of duration

2) Siemens Ford collaborate on bidirectional charging station w/peak power rating of 19.2 kW, w/separate feeds for EV charging and powering home.

3) GM raises 2022/23 EV manufacturing targets, from 7,000 to 46,000 units & deliver a total 400,000 by end of 2023.

4) US Depts of Transportation and Energy offering $5 billion in funding to states building out national EV charging network along specific Alternative Fuel Corridors. Amount in FY 2022 is $615 million.

5) CAISA swamped with interconnection requests totaling 605 projects at 236,225 MW, comments, this amount “creates barriers to moving forward effectively.”

6) Auxin Solar petitions US DOC to investigate potential circumvention of duties, w/assemblers of crystal silicon PV cells and modules in Malaysia, Thailand, Vietnam, and Cambodia using Chinese-affiliated suppliers.

7) Vestas ready to test its V236-15.0 MW turbine with 115-meter blade.

PJM proposes 2-yr pause on interconnection reviews; Energy aggregator Voltus petitions FERC for technical conference related to Order 2222; global renewables purchases top 31 GW, w/Amazon buying 20% of total; Daimler, NextEra Energy Resources, & BlackRock to invest $650 mn to design, develop, install, operate nationwide high-performance charging network for medium and heavy-duty battery electric and hydrogen trucks in U.S.; Fermata Energy highlights single Nissan Leaf that earned $4,200 in DER activities last summer; GM says it will deliver 400,000 EVs through 2023, and planning for ability to make 1 million EVs by 2025; Mining group Glencore and British battery startup Britishvolt to recycle batteries, w/plant operational by mid 2023, processing at least 10,000 tons of batteries; Boson Energy claims it can create carbon-negative hydrogen from waste at a cost of zero or below, w/high-temp pyrolysis.

1) Overwhelmed by interconnection proposals, PJM proposes a two-year pause in reviewing 1,200 – mostly solar - projects.

2) Energy aggregator Voltus asks FERC for a technical conference related to Order 2222, seeking to clarify roles and rights of ISO/RTO vs. distribution utilities.

3) Corporations buy 31.1 GW of green powers in 2021, w/Amazon accounting for 20%. 10% of all renewables installed last year related to corporate purchases.

4) Daimler, NextEra Energy Resources, and BlackRock JV to invest $650 mn to design, develop, install, operate a nationwide high-performance charging network for medium and heavy-duty battery electric and hydrogen trucks across U.S.

5) Fermata Energy points to Nissan LEAF in RI that earned $4,200 in DR Markets, offsetting peak demand at water plant facility during 27 peak events totaling 57 peak hours.

6) GM plans to deliver 400,000 EVs through 2023, and develop manufacturing capacity of 1 million EVs by 2025. Company reports over 110,000 reservations for 2024 Chevy Silverado EV pickup.

7) Mining group Glencore and British battery startup Britishvolt form JV to recycle batteries, with a plant operational by mid 2023 and processing at least 10,000 tons of batteries annually.

8) Luxemburg’s Boson Energy claims it's about to produce carbon-negative hydrogen from waste at a cost of zero or below, avoiding garbage tipping fees and methane emissions from decomposing trash. Super high-temperature plasma-assisted gasification process breaks waste into CO2, hydrogen, and a blue/gray glassy ‘rock.’

Vistra augments CA Moss Landing storage project, taking it to 750 MW and 3,000 MWh; PG&E announces nine new battery contracts totaling 1,600 MW; China’s CALB to develop yet another 100 GWh of battery manufacturing capacity; Chinese vehicle OEM Geely sets up 2nd JV to create EV battery swap ecosystem in China, with another 5,000 stations planned; Nordic Green Ammonia Power Ship Initiative into 2nd stage, w/planned design of ammonia-powered vessel to ply Nordic waters by 2025; Boeing invests another $450 mn in electric autonomous vertical take-off and landing small plane

1) Vistra expands Moss Landing energy storage facility in CA, from 400 MW / 1600 MWh, to 750 MW / 3000 MWh

2) PG&E inks nine new battery projects totaling 1600 MW of new capacity, bringing its total to over 3300 MW by 2024.

3) Chinese battery manufacturer CALB plans two additional battery production facilities, each at 50 GWh. Current plans are for a total of 500 GWh by 2025.

4) Chinese car company, Geely announces 2nd JV for EV battery swap ecosystem of 5,000 stations.

5) Nordic Green Ammonia Power Ship Initiative moves into two-year program to develop ammonia powered ship design, with goal of first vessel by 2024-2025.

6) Boeing plunks down another $450 million in Whisk Arrow JV to develop electric vertical takeoff and landing, autonomous aerial taxis. Funds in part for the start of series production.

Maiden voyage of worlds 1st liquid hydrogen carrier from Melbourne to Kobe last week; MidAmerican seeks approval for 2,042 MW of wind and 50 MW of solar; datacenter co. Equinix advancing co-innovation facility using liquid cooled servers supplied by fuel cells & sodium ion batteries; CA Community Power selects eight hour lithium-ion battery project; CT regulators launch program for 580 MW of storage between now and 2030; Fluence Energy joins w/solid-state battery company QuantumScape to develop stationary storage projects; Chinese battery giant CATL announces EV battery swap business capable of addressing multiple models; Scotland selects 17 offshore wind projects, totaling nearly 25,000 MW of capacity, with over half being floating technology.

1) 1st liquid hydrogen carrier ships brown hydrogen from Melbourne to Kobe in test of new hydrogen shipping tech.

2) MidAmerican Energy proposes 2,042 MW of wind and 50 MW of solar, and intends to evaluate other tech, such as energy storage, small modular nukes, and carbon capture.

3) Datacenter co Equinix pushes the envelope on sustainable data centers w/new facility using liquid cooled servers, fuel cells, sodium ion batteries, and intelligent power management system.

4) California Community Power approves eight hour, 69 MW, 552 MWH storage project using li-ion batteries, beating out other storage technologies.

5) CT's Regulators launch storage program specifying 580 MW through 2030 for the states' two utilities, w/incentives for resi and C/I sectors.

6) Fluence Energy signs agreement w/Solid-State battery co. QuantumScape to find ways to use their battery technology on the grid.

7) Chinese battery behemoth CATL unveils EV battery swap business, w/modular swap solution and standardized battery blocks. Claims "high compatibility" and ability to serve estimated 80% of today's global EV platform-based models and 100% of models in next three years.

8) Scotland selects 17 offshore wind projects, at nearly 25,000 MW of total capacity. 10 projects, and more than half of the awarded capacity are using floating wind technology.

CA budget proposal adds $22bn to last yr's $15 bn to focus on climate, w/ emphasis on disadvantaged communities; EPRI says grid must expand 3x to meet Biden Admin climate goals; Investigators at Stanford and DOE find way to extend li-ion battery life by up to one-third; GM EV quarter a major mis-fire, w/only 26 EVs sold; initial US EV sales estimates for 2021 at 647,000, up 103% YOY; China crushes that number, at 3.3 mn EVs in 2021; U.S. to auction almost 500,000 acres offshore fo NY and NJ, to host est'd 5.6 - 7 GW of offshore wind; Canadian compressed air storage company Hydrostor nets $250 mn investment from Goldman Sachs

1) CA earmarks $22 bn in budget (added to $15bn from last yr) to address climate change, w/focus on LMI and disadvantaged communities.

2) EPRI says we'll have to triple grid capability in order to address Biden Admin's carbon reduction goals, going from meeting 20% of total overall U.S. energy needs to about 60% by 2050.

3) Researchers at Stanford & DOE's SLAC National Accelerator Laboratory discover method to extend life of li-ion batteries by as much as a third.

4) GM's EV business suffers rough quarter, owing to impacts of massive Bolt recall, and sell only 26 EVs.

5) 2021 US EV sales (pure electrics and PHEVs) estimated at 647,000 up 103% over 2020 approx 4.3% of 15 million total light vehicles sold. Tesla accounted for over half.

6) China EV sales rocket to 3.3 million pure EVs and hybrid plug-ins, w/mkt share of 15.7% of vehicles sold in the country. Of that number, Tesla sold 473,000, coming in only behind BYD.

7) US govt announces offshore wind lease auction next month for over 488,000 acres off NY and NJ w/potential of between 5.6-7 GW of capacity.

8) Canadian compressed air storage company Hydrostor garners $250 million investment from Goldman Sachs's private equity branch.

1) 1st cold front of yr cuts Permian Basin gas output 20% w/frozen equipment & flared off gas. Least output since last Feb.

2) New York’ 2022 State of State w/strong sustainability goals: $500 mn for offshore wind supply chain, $1 bn for EVs, a doubling of energy storage to 6,000 MW by 2030, and creation of designated national hydrogen hub.

3) Cummins plans joins w/Chinese state-owned oil co Sinopec in 1 GW PEM Chinese electrolyzer factory.

4) Nikola inks two separate contracts to supply total 200 electric trucks to Heniff and USA Truck in as-a service model.

5) Our Next Energy drives retrofitted Tesla Model S 725 miles on single charge of its 203.7 KWh battery.

6) GM unveils electric Chevy Silverado pickup, out in 2023, w/est’d 400-mile range & base price of 39,900.

7) Ford to double 2023 F-150 Lightning production yet again, this time to 150K vehicles.

8) Wallbox Industries announces a second gen bi-directional home charger, turning EVs into emergency backup power sources.

9) GAF Energy’s nailable shingles can be installed by any roofing contractor as fast as a regular shingle. New 50 MW facility in CA to produce 60” by 16” shingle w/pre-installed wiring.

GM delivers first five of 500 electric delivery vans to FedEx; Mack truck begins production of its LR Electric trucks, which will haul garbage; NY plans on 10 GW of distributed solar by 2030, w/focus on low income market; Meyer Burger to build 400 MW high-efficiency solar module plant in AZ, expandable to 1,500 MW; Spanish/Australian partnership to develop three Australian offshore wind farms totaling 4.3 GW, w/3.0 of that to be floating platforms; Southern California Edison proposes $675 mn program to install 250K heat pumps in service territory.

1) GM delivers five of 500 electric delivery vans to FedEx CA facility.

2) Mack trucks begins manufacturing first fully electric heavy duty truck in PA, a garbage truck w/payload of 66,000 pounds and range of about 70 "on the job" miles. NYC Sanitation Dept has ordered seven.

3) NY State announces program for 10 GW of distributed solar by 2030, involving billions of dollars of investment, and creation of up to 6,000 additional solar jobs. 40% of the anticipated investments to focus on disadvantaged communities, and LMI households.

4) Swiss co Meyer Burger Technology establishing AZ manufacturing site for high-performance solar panels as part of strategy to produce modules near end-use customers, and source materials from regional suppliers.

5) Spain-based BlueFloat Energy & Australia's Energy Estate plan three offshore wind farms totalling 4.3 GW off Australia's coasts. These include two floating wind farms w/3 GW of capacity off New South Wales. The companies are also assessing additional sites in Victoria, South Australia, and Tasmania.

6) Southern California Edison proposes $675 mn, 4-yr, plan to CA PUC for up to 250K electric heat pumps in service territory to displace gas use.

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.