Lucas Davis at the Haas School of Business questions the IEA’s optimism revealed in its latest World Energy Outlook 2022 that predicted coal will peak in the next few years. In 2021, global coal consumption increased 5% and global electricity generation from coal reached an all-time high. China is the main driver - last year over half of all coal-fired electricity generation came from China - and its energy demand keeps rising. Between 2000 and … [Read more...]
How European nations are using tax to promote zero-emissions cars
Taxation is an effective way to steer people towards zero-emission cars. But there is wide variation between European countries in how this is done, and therefore the results. Griffin Carpenter at Transport & Environment (T&E) summarises their report “The good tax guide: A comparison of car taxation in Europe” that covers seven forms of car taxation across 31 European countries in detail. The ultimate goal should be to create a clear … [Read more...]
EVs are on track for net-zero emissions
The IEA says “Electric Vehicles” is one category that is on track to meet their Net Zero Emissions by 2050 Scenario. Road transport accounts for 16% of global emissions. Recent years have seen exponential growth in the sale of EVs, together with improved range, wider model availability and increased performance. The IEA estimates that 13% of new cars sold in 2022 will be electric. Most of the progress is taking place in established markets – i.e. … [Read more...]
Industrial Policy: China’s always had it, the U.S. has rediscovered it, the EU now needs it too
China’s performance – both in and outside the energy sector – has always been driven by wide-reaching industrial policy. In the last few decades it has consistently delivered results. Meanwhile, the U.S. has kept shifting up the gears of its pro-U.S. interventionist industrial policy since Donald Trump: though socially right wing, he was a protectionist president whose ambition was to boost domestic industries. Today, president Biden’s “Inflation … [Read more...]
China: decades of support for innovation is now delivering results
The evolution of China’s clean energy sector used to be based on a technology catch-up approach, which meant secondary innovation based on imported technologies. Daisy Chi at ECECP looks at the IEA’s recent report, “Tracking Clean Energy Innovation: Focus on China”, to conclude that the nation is now a major force in clean energy innovation. Decades of innovation-focussed policies, strong funding support, institutional reforms, big targets and … [Read more...]
Aluminium, sulphur and salt batteries. Cheaper than lithium-ion, for homes and EV charging stations
The high and escalating demand for the lithium-ion batteries that dominate the market is driving the search for alternatives. Ideally, they will be made from inexpensive, abundant materials. David Chandler at MIT describes research there into a design that uses aluminium and sulphur as its two electrode materials, with a molten salt electrolyte in-between. The results point at batteries that have a projected cost per cell of about one-sixth that … [Read more...]
EVs vs Biofuels: new study looks at ethanol’s impact on agricultural land use, food prices, emissions
For transport, biofuels have lower emissions than gasoline/petrol, but EVs will have the lowest emissions of all. Hence the opposition to those biofuels, along with objections to the valuable cropland used to make the ethanol. But the overall advantage depends on the speed of transition to EVs charged with clean electricity. Now, a calculation has been made of the amount of agricultural land preserved for global food production - or kept as … [Read more...]
Grid Distribution Systems: access to usage data is uncovering the optimal design for future electrification
The more efficient a distribution grid is, the less likely other potential supply bottlenecks (from lithium for batteries to trained electricians) will slow the transition to greater and greater electrification. State-of-the-art modelling of future grids is already happening, but the robust modelling of the distribution system is conspicuously missing because good data are notoriously hard to find, says Meredith Fowlie at UC Berkeley’s Energy … [Read more...]
Record global clean energy spending, but it’s still not enough and costs are rising
Since 2020, clean energy investment has grown by 12% per year – it was only 2%/year during the five years after the 2015 Paris Agreement. That boost is the main reason why total global energy investment is set to reach $2.4tn in 2022, according to the latest “World Energy Investment” report from the IEA. It’s very good news that spending on solar PV, batteries and EVs is now growing at rates consistent with reaching global net zero emissions by … [Read more...]
Event summary: “45% RES by 2030: EU’s latest investment challenge to DSOs”
Sara Stefanini provides a written summary of our panel discussion held on Thursday June 30th 2022. It’s a full summary of the 90 minute discussion (including audience questions), but it begins conveniently with a summary of the highlights. Investment in and the modernisation of the electricity distribution grid is one the biggest challenges the EU has to overcome in the next decade. It’s a €400bn investment challenge by 2050 says Eurelectric, an … [Read more...]
4 ways to cut whole system electricity costs with flexible Demand Side Management
Right now, energy system costs are driven by generation capacity, infrastructure upgrades, network reinforcements, curtailment and constraint payments, and imbalance costs. What’s missing is the investment in a raft of demand side management assets that are ready to go but are not part of the market, therefore not rewarded, and therefore not being invested in. Laura Sandys at Energy Systems Catapult, writing for WEF, explains why flexibility must … [Read more...]
Russia-Ukraine: modelling the consequences for the European electricity market to 2050
Alex Schmitt, Christoph Kellermann, Calvin Triems and Huangluolun Zhou at Energy Brainpool have used their modelling tools to update their predictions of how the European electricity market will develop over the next 30 years, given a target of 99% emission-free generation in 2050. Projections are made on generation (mix and volumes) and price. The big change from their last predictions is the Russia-Ukraine war and Europe’s determination to ramp … [Read more...]
Manifesto: fit-for-purpose flexible grids for the clean electrification of Europe
The integration of new clean generation sources on top of the increase in electrification of industry, e-mobility, and heating and cooling means grid investment must be made a priority. Anything else will leave deployment-ready solutions waiting, slowing down the transition. The backdrop is that over one third of the EU’s grids are already more than 40 years old. Eurelectric has produced a manifesto, “Connecting The Dots”, that estimates … [Read more...]
Critical minerals: price spikes are affecting Wind, Solar, Batteries, EVs
A wide range of critical minerals are needed for the energy transition. Tae-Yoon Kim at the IEA summarises the reasons why we should expect this to be a year of price spikes due in the main to the Russia-Ukraine war and post-lockdown supply chain bottlenecks. So severe is the problem that the long record of declining costs in clean energy technologies like solar, wind, batteries and electric vehicles is being reversed. Although these crises will … [Read more...]
Event Summary: “CHINA: Carbon Neutral by 2060 – Innovation”
Here are the highlights of our 2-day 4-session workshop “CHINA: Carbon Neutral by 2060 - Innovation”, compiled by Sara Stefanini. It’s a quick and efficient way for readers to see the main points made by our expert panellists. Held at the end of May, it was the fourth of our EU-China workshops since the first was held in November 2020, produced for the EU China Energy Cooperation Platform (ECECP). As always, leading speakers from the EU, major … [Read more...]
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