President Biden says feds will delay collection of new tariffs on imported solar panels from four SE Asian countries for 24 months; NY awards 22 large clean energy projects totaling 2,000 MW of generation and 160 MW of storage; Ford begins delivering F-150 Lightning electric pickups in May; Toyota rolls out home battery system in Japan; Food service distributer Sysco inks LOI to buy up to 800 battery electric Class Eight tractor trailers from Daimler Truck North America by 2026; GM’s Cruise electric robotaxi service gets regulatory green light to operate at night in San Francisco.

1) President Biden announces any new tariffs on imported solar panels from Cambodia, Malaysia, Thailand, and Vietnam will be delayed by 24 months, citing section 318A of the Tariff Act of 1930 as basis for that authority. 80% of U.S. panel imports affected.

2) New York State announces awards for 22 large scale solar and energy storage projects to be built across the state, totaling over 2,000 MW of solar and roughly 160 MW of storage.

3) Ford starts selling F-150 Lightning electric pickups, with 201 delivered to dealers in the end of May.

4) Toyota unveils home battery energy storage system in Japan, at 8.7 kWh.

5) Food service distribution giant Sysco signs LOI to buy up to 800 battery electric Freightliner eCascadia Class Eight tractor trailers from Daimler Truck North America by 2026. Sysco has indicated intent to electrify 35% of all their trucks by 2030.

6) GMs autonomous vehicle start-up Cruise receives CA PUC approval to start commercial service for driverless taxis in San Francisco. Cruise can offer services at a max speed of 30 mph from 10:00 pm to 6:00 am on designated streets.

Electric air vehicle company Joby Aviation gets critical FAA nod to start on-demand commercial air taxi operations; BNEF estimates global EV fleet avoiding 3.3% of world oil demand; Hyundai announces deal w/state of GA to build an EV and battery plant making 300,000 cars per year by 2025; Stellantis and battery co Samsung SDI plan on large EV and battery plant in IN, at up to 33 GWh, operational by 2025; Benchmark Minerals reports 300 battery gigafactories in planning or construction phases worldwide, w/total manufacturing capacity around 6,388 GWh, up 68% from 2021; Benchmark also warns battery capacity growing twice as fast as minerals supply chain; US DOD wants to add UK and Australia as potential sourcing nations in Defense Production Act to help remedy battery supply chain constraints; Air Liquide opens 30 ton-per-day liquid hydrogen facility in NV, to supply hydrogen-fueled vehicles; Veolia crushing and recycling 250 wind blades monthly in MO; U.S. Supreme Court lets stand Biden Admin cost of carbon in rulemaking.

1) Electric air vehicle company Joby Aviation obtains FAA certification to begin on-demand commercial air taxi operations. The company is aiming for aerial rideshare service by 2024.

2) BNEF estimates EVs and fuel cell vehicles avoided consumption of nearly 1.5 million barrels of oil/day in 2021, about 3.3% of global demand.

3) Hyundai hails agreement w/Georgia for EV and battery plant to make 300,000 cars/year, starting 2025.

4) Stellantis and battery co Samsung SDI teaming on 23-33 GWh EV battery plant in Indiana, to start in 2025.

5) Benchmark Minerals counts estimated 300 battery gigafactories globally in planning or construction phases, w/total annual manufacturing capacity around 6,388 GWh, up 68% YOY.

6) Benchmark also warns battery factory growth twice the speed of mineral supply chain growth. w/critical shortages likely in visible future.

7) U.S. Dept of Defense wants Congress to include Australia and the UK as “domestic sources” in Defense Production Act, with focus on battery supply chain.

8) Air Liquide cuts ribbon on 30 tons-per-day liquid hydrogen production and logistics plant in Nevada, to supply hydrogen-fueled vehicles, w/landfill gas as feedstock.

9) Veolia shredding 250 wind blades/month, turning them into both silica and fuel for cement manufacture.

10) U.S. Supreme Court on Thursday lets stand the Biden Administration’s social cost of carbon estimates applied during consideration of new regulations, repudiating 20 Republican states that tried to block the move. Cost figure bumped from the $10/ton used during Trump era to value close to $50/ton.

The Federal Energy Regulatory Commission Summer Assessment notes dramatically higher electricity prices this summer in multiple markets, driven in part by LNG exports; Germany, Denmark, the Netherlands, and Belgium signed an agreement to develop at least 65,000 MW of offshore wind by 2030 and 150,000 MW by 2050; Connecticut Governor Lamont OKs bill committing the state to 100% carbon-free grid by 2040; EV charging company Electrify America signs 15-year 75 MW virtual power purchase agreement to offset the electricity delivered by its U.S. charging network; Natron Energy and Clarios International team up to mass-produce sodium-ion batteries in Michigan existing battery plant by 2023.

1) FERC warns of much higher power prices this summer, driven largely by uptick in gas prices, which is in turn propelled by LNG exports - currently claiming 12% of U.S. production.

2) Germany, Denmark, the Netherlands and Belgium plan to develop a minimum of 65,000 MW of offshore wind by 2030 and 150,000 MW by 2050, with private sector investment at estimated $142 billion. Goal is to accelerate permitting, while expanding regional infrastructure and hydrogen industry.

3) Connecticut Governor Ned Lamont signs legislation committing state to fully decarbonizing grid by 2040. 2,100 MW Millstone Nuclear Plant currently supplies 90% of its carbon-free electricity, putting the state today at 65% carbon-free.

4) EV charging company Electrify America to buy 75 MW/225,000 annual MWh to offset the electricity delivered by US charging network, under a 15-year virtual power purchase agreement.

5) Battery co Natron Energy and technology firm, Clarios International undertake strategic investment to mass-produce sodium-ion batteries in existing Michigan lithium ion battery plant by 2023. Natron’s UL-certified batteries are used in critical applications like data centers and telecom, but may find way to grid applications as well. Sodium battery technology is less affected by cost and supply chain issues, but has not yet been widely commercialized.

Duke Energy and TotalEnergies pay a total of $315 million for offshore lease areas off North Carolina, with potential of 1.6 GW; CAPUC revisits Net Energy Metering 3.0; Dept of Commerce to proceed w/panel dumping inquiry, w/Sec’r Raimondo commenting tariffs not likely to exceed 200%; DOE allocates $2.5 bn into revolving fund to stimulate transmission development; FERC and state regulators looking to speed up interconnection queues, w/possibility of addressing projects in clusters; VW Group says EVs sold out for rest of 2022; CAISO warns of potential capacity shortfall this summer of 1,700 MW

1) Duke Energy and TotalEnergies Renewables nab wind leases off North Carolina, paying total of $315 million to develop up to 1.6 GW

2) CAPUC takes another shot at revising net metering policies, opening up comment period for NEM 3.0 after significant pushback. Comment deadline is June 24th.

3) Dept of Commerce investigation into solar panel dumping from Cambodia, Malaysia, Thailand and Vietnam will go proceed, says Commerce Secretary Gina Raimondo, w/tariffs over 200% "highly unlikely." Per DOC talking points, most Chinese manufacturers today face applied tariffs of between 12 and 20%. NextEra's EVP Kirk Cruz suggests uncertainty could result in the US developers resorting to panel imports from China, w/its known 10-year history of tariffs.

4) DOE seeks to expedite transmission build-out, spending up to $2.5 billion from revolving fund to buy capacity on proposed transmission lines over 1,000 MW (new) or 500 MW (upgrades). Must be completed before 2028 to qualify.

5) FERC and state regulators coordinate to accelerate processing of interconnection queues, with one possible route being to treat projects in clusters. Interconnection studies currently averaging 3.7 years.

6) VW Group says EV demand exceeds current manufacturing capacity; sold out for rest of year in Europe and the US.

7) Following MISO’s warning on resource adequacy, CAISO says it may face capacity shortfall this summer of 1,700 MW.

New York State approves contracts supporting $13.2bn of the transmission/renewable investments totaling 2,550 MW and including imports from Quebec; Minnesota’s Dept. of Transportation says buried HVDC transmission is cost-effective and can be feasibly cited in interstate and highway rights of way; FERC issues transmission NOPR; CAISO notches new renewables record on 4/3 at 97%; U.S. wind energy beats out both coal and nuclear generation on the same day for the first time; GE opens R&D facility to 3D print concrete bases for higher wind towers; DOE and partners announce MOU to work on a vehicle-to-everything (V2X) strategy; Hyundai to introduce EV equipped with V2G technology.

1) NY approves two clean energy contracts for 2,550 MW of renewables/transmission, totaling $13.2 bn of investment. The Clean Path New York project includes 20 in-state wind and solar projects and a 175 mile, 1,300 MW underground line to supply NYC. The Champlain Hudson Power Express project will bring some wind but mostly hydropower from Quebec to NYC

2) Minnesota Dept. of Transportation releases report finding buried HVDC transmission on interstate highways both feasible and cost-effective

3) Federal Energy Regulatory Commission issues long-awaited notice of public rule making on transmission, addressing challenges in planning and cost allocation

4) California grid hits record 97% renewable energy at 3:39 p.m on 4/3

5) Total U.S. wind power output surpasses coal and nuclear on the same day for first time (on 3/29) w/turbines generating 2,017 gigawatt hours

6) GE inaugurates New York R&D facility to 3D print concrete bases for taller wind turbine towers, joining w/printer co COBOD and cement maker Lafarge Holcim in the effort

7) Department of Energy and partners announced a vehicle-to-everything V2X MOU to accelerate vehicle to grid/facility progress

8) Hyundai announces onboard Ioniq 5 charger will be capable of bidirectional charging, and a new EV will be equipped with foundational V2G technology

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.