Europe’s battery manufacturers are positioning themselves to be global leaders. Their project pipeline will be enough to power a new European car fleet that is 75% battery-electric by 2030. That’s 38 European gigafactories by 2030 (fully funded, part-funded and proposed), €39.5 billion worth in investments, creating 44,000 direct factory jobs. But existing CO2 emissions cut targets imposed on car manufacturers – a leading driver of demand for … [Read more...]
Biden’s major report on critical minerals supply: domestic mining + processing, innovation, EVs, global allies + more
In June, The White House issued its 250-page report on the global critical minerals supply chain, and how the U.S. can ensure continued supply as well as build up its own mining and manufacturing base. It is the fullest picture so far of how the U.S. is evaluating mineral access and supply chain resilience, says Reed Blakemore at the Atlantic Council Global Energy Center. Here he reviews the report, in particular the section on energy which … [Read more...]
How to grow grid-scale U.S. Battery capacity to 125GW (or even 680GW) by 2050
Grid-Scale U.S. storage capacity could reach 125GW by 2050, or even as much as 680GW, according to research from NREL. Almost all today, under 25GW, comes from pumped hydro which has probably reached its limit so the future is batteries. Growth depends on commercial viability, so the research led by NREL has modelled what services storage can supply, the main three being firm capacity, energy time-shifting and operating reserves. The sets of … [Read more...]
What patents tell us: which countries, what sectors, are the clean energy innovators?
Today’s solutions cannot give us a successful transition on their own. That’s why the innovations coming down the pipeline are so important. One way to measure what, and who, is innovating is to look at the number of patents being filed for low carbon energy (LCE), explains Sean Fleming writing for the World Economic Forum. He summarises the latest report from the European Patent Office and the IEA, “Patents and the energy transition: Global … [Read more...]
Clean Hydrogen from water electrolysis: research into catalysts to meet global targets
The full potential of the new hydrogen economy will depend on producing enough clean hydrogen from water electrolysis which uses precious metals. But, as Glennda Chui at SLAC (Stanford University & DoE) explains, there aren’t enough precious metals in the world to get to the scale we need. And their cost is so high the clean hydrogen they generate could never compete with hydrogen derived from fossil fuels. Over 95% of hydrogen produced today … [Read more...]
Green EV Batteries: tighter rules can advantage and boost manufacturing in Europe
Policies like the “green” labelling of EV batteries would give a significant advantage to European manufacturers, as well as accelerate the cleaning up of the supply chain. EU firms are better than most foreign battery manufacturers at monitoring and reducing emissions, writes Carole Mathieu at the IFRI Centre for Energy & Climate, referencing her report “Green Batteries: A Competitive Advantage for Europe’s Electric Vehicle Value Chain?” The … [Read more...]
Outlook USA: even with battery costs, Wind and Solar can undercut Coal and Gas by 2023-24
IEEFA has published its U.S. Power Sector Outlook 2021. Its authors, Dennis Wamsted, Seth Feaster and David Schlissel summarise and explain the projections. They say that coal and gas are set to become the biggest losers as renewable generation climbs quickly. The future for wind and solar – coupled with storage to address intermittency - is looking very good. They present estimates from NextEra (the largest renewable energy developer in the … [Read more...]
Understanding battery costs better: Li-ion costs have dropped 97% in 30 years
There are two revelations here. First, quite how dramatically lithium-ion battery costs have dropped since 1991 – by 97%. Second, that nobody could agree on how big that drop has been. Agreement on that number – and an established procedure to therefore make good forecasts - is vital for policy makers and related clean energy players. They need to know how much of a role batteries can play in the electrification of transport as well as storage … [Read more...]
For energy security and waste reduction, EV battery manufacture in Europe is on the horizon
Europe should have sufficient battery manufacture capacity for all its EV needs, explains Sam Hargreaves at T&E. Their report shows that Europe will not only achieve that capacity target this year itself, but has the ability to keep it up as EV sales continue to grow (460 GWh in 2025 and 700 GWh in 2030 of battery production in Europe). The report also stresses the major benefit of reduced waste. If manufacturers hit EU recycling targets, EV … [Read more...]
Denmark approves artificial island to site 10GW Offshore Wind hub
Denmark has approved a plan to build an artificial island in the North Sea that will be a hub to hundreds of offshore wind turbines, 260m tall, that will generate 10GW, enough energy for 10 million households. The first stage will be the size of 18 soccer pitches, for 3GW, costing €29bn ($34bn), and should be operational by around 2033. Writing for the World Economic Forum, Douglas Broom says that the ultimate goal of 10GW should be more than … [Read more...]
Clean Trucks are coming: a review of battery, hydrogen, synthetic fuels and more
New EU fuel efficiency rules are forcing truck makers into a race to get their low emission vehicles onto the roads. From 2025, newly registered trucks must have 15% lower emissions, and from 2030 it’s 30%. Battery-electric drivetrains are most likely to dominate, assisted in their evolution by the assured progress and charging infrastructure of EVs. Hydrogen fuel cells and synthetic fuels are also in the game, though hindered by the inevitable … [Read more...]
Create new laws to help bring Battery manufacturing to Europe
Europe should start leading battery manufacturing instead of leaving it to China, argue Alex Keynes and Cecilia Mattea at Transport & Environment. With laws spreading across the continent to make electric vehicles compulsory for new car purchases, this is a growing and strategic market. But a firm grip on battery manufacture emissions, as well as ethical sourcing and recycling, has to be part of the plan. The authors give a template of what … [Read more...]
A pathway for profitable CCS in California
A study from the energy departments of Stanford University, from where Kara Glenwright writes, lays out a pathway for California to capture and store up to 60 Mt (million tonnes) of CO2 a year. 76 site locations have been identified where work could start immediately to store 20 Mt/yr profitably under the existing low carbon rules. But first a raft of clarifications on the laws is needed, showing that the success of CCS doesn’t just depend on the … [Read more...]
Solar is displacing Coal in India’s electricity market
India is the world’s third largest electricity market and as a fast-growing economy can, according to the IEA, lead the recovery of global energy demand out of the pandemic for the coming decade. Kashish Shah at IEEFA runs through solar’s prospects in India, which hopes to build 450GW of renewable energy by 2030. Solar is getting cheaper. A 2GW auction in June delivered India’s lowest-yet renewable energy tariff at US$31/MWh. That figure could … [Read more...]
Battery innovation must drive the 50-fold increase in storage capacity needed by 2040
The IEA has set the storage sector a challenge. It says the world will need 10,000 GW-hours of batteries and other forms of energy storage by 2040, a 50-fold increase on today. The good news is that a joint study by the European Patent Office and the IEA reveals electricity storage patenting activity has grown 14% a year over the past decade. Here the IEA summarises the findings of its comprehensive report. It explains that Japan and Korea lead, … [Read more...]
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