The proposed Net Zero Industry Act includes a target for the EU to manufacture domestically at least 40% of its cleantech deployment needs by 2030. That includes the key technologies of solar PV panels, wind turbines (onshore and offshore), EV batteries, heat pumps and hydrogen electrolysers. But it doesnât make sense to have the same 40% target for all, explain Giovanni Sgaravatti, Simone Tagliapietra and Cecilia Trasi at Bruegel. The main … [Read more...]
How will China respond to the EUâs â40% made at homeâ clean energy tech ambition
The EUâs Net Zero Industry Act wants to drive home-grown production of eight âstrategicâ net-zero technologies, including solar, wind, batteries and CCS. The target is 40% made at home, though the policy is yet to be worked out. You Xiaoying writing for China Dialogue talks to experts in China and the EU for their predictions. Most say that Chinese firms are not very worried. Firstly, they can â and are already making moves to â set up production … [Read more...]
IEA report: global manufacturing capacity is expanding rapidly for solar, wind, batteries, electrolysers, heat pumps
The IEA summarises its special briefing, âThe State of Clean Technology Manufacturing.â Itâs a global update on recent progress in key regions, focussing on five technologies â solar PV, wind, batteries, electrolysers and heat pumps â critical to the energy transition. It should be read to keep decision makers informed of investment trends and the impact of industrial strategies. Overall, manufacturing capacity for these technologies is expanding … [Read more...]
Financing Renewable Hydrogen globally: ramp up to 2030 only needs $150bn/year
Dolf Gielen, Priyank Lathwal and Silvia Carolina Lopez Rocha at the World Bank present a thorough review of the pathway to financing global clean renewable hydrogen over the coming decades. The wind and solar that powers production will continue to get cheaper, and so will electrolyser costs as they scale up. Nevertheless, the total financing will still be considerable. World Bank analysis shows around $30tn between now and 2050 will be needed … [Read more...]
Five charts on the Energy Transition: the 2020s is the decade of maximum disruption. By 2030 the endgame will be clear
Sam Butler-Sloss and Kingsmill Bond at RMI present a succinct summary of why the energy transition matters, how the 2020s is the era of maximum disruption, and how by 2030 the transitionâs endgame will be apparent (though far from complete). Four key technologies are already entering the exponential growth stage: solar, wind, EVs and heat pumps. As early as 2030 their cheapness will flush away the fossil equivalents in succeeding decades, say the … [Read more...]
Global âexplosiveâ growth means 1 in 3 new cars will be electric by 2030. But SUV emissions could wipe out those gains
More than a third of all new vehicles sold globally in 2030 will be electric, according to the IEA. Thatâs a doubling of its prediction made only two years ago. Josh Gabbatiss at Carbon Brief summarises the report. The IEA describes the growth as âexplosiveâ: from just 1% of global car sales in 2017, to 14% last year, and now 18% expected by the end of 2023. China has consistently dominated those sales while new policies in the U.S. and EU are … [Read more...]
How can Europe stop U.S. and China dominance of cars and batteries without being protectionist?
European and Chinese car and battery makers are making plans to set up plants in the U.S. to take advantage of their big new âmade in the USAâ subsidies. They can then ship their vehicles to Europe to sell into its very large and generously subsidised company car market. This puts electric vehicle production in Europe at a serious disadvantage. As William Todts at T&E explains, the EU must respond, instead of effectively assisting the U.S. … [Read more...]
Europe: preventing a âcarbon wallâ between the West and the ten Central and Eastern EU nations
Diana-Paula Gherasim at the IFRI Centre for Energy & Climate summarises her 36-page data-rich report on the progress and challenges for the ten Central and Eastern EU (CEECs) countries in decarbonisation. The Russian invasion of Ukraine has focussed all minds on energy security and the best solutions: less fossils, efficiency gains and clean energy made in the EU. Gherasim says that vitally important progress is being made in avoiding a … [Read more...]
CO2 emissions from Land Use: country-level data for turning âemittersâ into âsinksâ
Until carbon capture technologies take off (if at all!), the worldâs CO2 removals depend entirely on nature. Clemens Schwingshackl, Wolfgang Obermeier and Julia Pongratz at Ludwig Maximilian University of Munich, writing for Carbon Brief, review the latest data on âcarbon fluxesâ which measure whether the land is a net âsourceâ of carbon or a âsink.â Flux measurements are categorised: deforestation, forestation, wood-harvest emissions, removals … [Read more...]
The U.S. is moving faster than the EU on Methane regulations. Why?
Ben Cahill at the Center for Strategic and International Studies takes a deep dive into U.S. and EU progress on regulating methane emissions. Itâs vitally important because methane has more than 80 times the warming potential of CO2 in its first 20 years in the atmosphere. In his assessment, Cahill explains why the U.S. is likely to move much faster than the EU. Unlike the U.S., the EU is a big importer of gas so needs its rules complied with by … [Read more...]
Wind Turbines: how dependent is the EU on China?
Joseph Webster at the Atlantic Councilâs Global Energy Center takes stock of the European wind sectorâs dependence on China. Nobody wants geopolitics and a worsening relationship with Beijing to disrupt positive cooperation in the urgent energy transition. The news is mostly good: the dependence is low because the international trade in turbines is constrained by weight-to-value ratios, transportation costs, and local content requirements. In … [Read more...]
EU: no CO2-emitting car sales from 2035. But beware of the small exemption for e-fuels
At the end of March, EU countries gave final approval to end sales of new CO2-emitting cars in 2035. It came after Germany argued for and won an exemption for cars running on e-fuels. William Todts at T&E celebrates the landmark decision, but warns that this lifeline for e-fuels will be used by its supporters and the oil lobby to obstruct the rapid transition to EVs. He quotes T&E research that shows e-fuels are far less efficient than … [Read more...]
Galway and Sofia lead in climate adaptation plans for European cities: new online tool to help others follow
A new study assesses the most recent adaptation plans of 167 European cities. Six âprinciplesâ - evidence of impacts and risks; adaptation goals; adaptation measures; implementation; monitoring and evaluation; societal participation in plan creation â are used to quantify performance. The authors â Diana Reckien, University of Twente; Attila BuzĂĄsi, Budapest University of Technology and Economics; Marta Olazabal, Basque Centre for Climate Change; … [Read more...]
âGreen Deal Industrial Planâ explainer: 40%+ of the top low-carbon technologies must be made in the EU by 2030
The ECâs new series of proposed targets and reforms, contained in its Green Deal Industrial Plan, aim to ensure that at least 40% of the EUâs low-carbon technologies will be made within its borders by 2030. The eight âstrategic net-zero technologiesâ are: Solar (power and thermal); Onshore and offshore wind; Batteries and energy storage; Heat pumps and geothermal; Electrolysers and fuel cells; Sustainable biogas/biomethane; CCS; Grid … [Read more...]
What is the future of Woody Biomass in the EU energy mix?
Simon Göss provides an overview of the main issues surrounding the intense policy debate over the future of biomass in the EU. The current proposals of the EU parliament still allow certain woody biomass to be used for all kinds of energy purposes but limits the share that primary woody biomass can contribute towards renewable energy targets. Included in the proposals is a new definition of primary woody biomass, and a phase-out of financial … [Read more...]
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