Schalk Cloete has completed his own 5-part independent Global Energy Forecast to 2050, to compare with this year’s IEA World Energy Outlook, published this week. Underpinning all his predictions is his bet that the world will adopt tech-neutral policies (i.e. not backing any one technology over another) in 2030 as the best and only way to accelerate the transition to meet the 2050 goals. Given that, he sees the traditional fossil fuel ICE’s share … [Read more...]
EVs should be getting cheaper. Instead they’re getting bigger
Manufacturing an EV is getting cheaper, but affluent consumers are buying bigger cars for the same money. If manufacturers are left to serve them first, they’ll leave until last the development of cheaper EVs, penetrating new markets, that would more rapidly accelerate the replacement of fossil fuel cars and therefore the transition. That leaves policy makers with a big problem with the “success” of EVs, explain Leonardo Paoli and Simon Bennett … [Read more...]
Electro-mobility planning, pricing, smart-charging: “Pentalateral Region” can lead Europe
At the end of October, Ministers and Director-Generals of Energy and Mobility from the Pentalateral Region (Belgium, the Netherlands, Luxembourg, France and Germany), CEOs and experts came together to understand how electro-mobility can accelerate the energy transition. Reducing vehicle emissions is one thing, but a vast number of “batteries on wheels” can also enable rapid grid expansion. IRENA were one of the experts, and their analysis says … [Read more...]
The 7 battery technologies that can be cost competitive by 2030 for EVs to grids
Rapid performance improvements, falling prices and massive investment is accelerating us towards a time when batteries undercut fossil fuels for storage and despatch, right across the board, according to a report by Rocky Mountain Institute. The authors, Charlie Bloch, James Newcomb, Samhita Shiledar and Madeline Tyson have made forecasts for 7 battery technologies: the current leader Li-ion as well as Li-Metal, Li-Sulphur, Zinc, High … [Read more...]
Hydrogen Fuel Cell trucks can decarbonise heavy transport
Patrick Molloy at Rocky Mountain Institute runs through the pros and cons of hydrogen fuel cell vehicles (FCEVs). The big pluses are that hydrogen has an energy density of around 120 MJ/kg, almost three times more than diesel or gasoline. Half the energy generated by an internal combustion engine is wasted as heat, whereas electric drivetrains used by FCEVs only lose 10%. Nikola Motors, a U.S. maker of hydrogen trucks, claims its vehicles can get … [Read more...]
Non-energy firms lead investments in clean energy start-ups
Investments in innovative “blue sky” companies tell us where the bets are being placed on the energy sector’s future. Such investments leaped in 2016, mostly directed at clean energy technology. This analysis by Simon Bennett at the IEA usefully includes a long list of firms and their investments. Digital sensors, batteries, electric vehicles and smart algorithms are among the main recipients this year. Other fascinating categories include … [Read more...]
Smart Charging: parked EV batteries can save billions in grid balancing
95% of a car’s time is spent parked. It’s why parked and plugged-in EVs could be the battery banks of the future, stabilising grids powered by wind and solar. More than 1bn EVs could be on the road by 2050, their 14 TWh of EV batteries dwarfing the projected 9 TWh of stationary batteries, according to the IRENA report “Innovation Outlook: smart charging for electric vehicles”. Smart charging could therefore save billions of dollars in grid … [Read more...]
IEA clean energy progress report: Only 7 technologies/sectors on track, 38 not
Of the 45 energy technologies and sectors assessed in the IEA’s latest Tracking Clean Energy Progress (TCEP) report, only 7 are on track with the IEA’s Sustainable Development Scenario (SDS). It’s their latest and most comprehensive assessment of clean energy transitions. “On track” includes energy storage, EVs and solar PV. But buildings, car, flaring and methane emissions are still rising. This year’s TCEP puts much greater emphasis on … [Read more...]
The European Battery Alliance is moving up a gear
Europe needs batteries, primarily for clean mobility and grid stabilisation. But EU lithium-ion cell manufacturing is less than 3% of the global share, and mainly for high-end niche markets, not the automotive sector. If Europe doesn’t act fast, catching up with Asia will become impossible, writes Carole Mathieu of the IFRI’s Centre for Energy, reflecting the views of the European Battery Alliance (EBA). It’s a strategic imperative, given the … [Read more...]
Is Blockchain a disruptor? Or the solution to an already-disrupted energy sector
The global energy sector is already facing multiple, concurrent disruptions that are fundamentally transforming electricity markets around the world: digitalisation, decarbonisation, decentralisation, and electric mobility. It’s creating residential prosumers, with their solar panels, electric vehicles, smart thermostats (the list is growing) and a predicted global installed distributed energy resources (DERs) capacity of 530 GW by 2026, … [Read more...]
From rooftop solar to carbon divestment, California leads the transition
California doesn’t wait for Washington. As America’s most populous state by far, it is behaving like a separate nation when it comes to climate policies. Tim Buckley, Director of Energy Finance Studies at IEEFA Australasia, says it has become a global leader in renewable energy. Renewables provided 34% of its total energy needs in 2018, and the business community sees economic success in further progress. The author runs through the highlights, … [Read more...]
Alternative fuels: Europe’s infrastructure struggling to keep pace
When it comes to the promotion of electric and hydrogen vehicles, Europe is struggling to match policymakers’ utopian rhetoric. The technology from the likes of ABB and Schneider Electric is ready but much more needs to be done for both hydrogen fuelling and EV charging infrastructure. Gaurav Sharma spoke to some of the industry leading lights at CERAWeek. … [Read more...]
Will Toyota’s new battery design solve the looming shortage of vital metals for renewables?
We all know the important part played by lithium in battery manufacture. But there is a longer list of metals - including copper, cobalt and neodymium – that must ramp up supply for the continued rapid growth of EVs, solar, wind and other renewables technologies. EVs alone will increase the consumption of copper nine-fold by 2027. Cobalt prices already doubled in 2017. Neodymium use will rise by 700% in the next few decades to satisfy our need … [Read more...]
Battery manufacture must take a global leap forward to ensure a sustainable and just transition
The global battery market is surging. By 2040 the global energy storage market is projected to attract $620 billion of investment. Over the past decade, the rechargeable lithium-ion battery market doubled on average every three years. To cope with this growth, we need the development of a sustainable and low-carbon value chain for batteries in order to contribute to the implementation of the 2015 Paris Climate Agreement, says Martin BrudermĂĽller, … [Read more...]
Carbon taxes aren’t working any more. Only ramping up policies and infrastructure can accelerate the transition
Anthony Patt and Johan Lilliestam of ETH Zurich make the case against carbon taxes. Climate policy is most effective when it helps people use alternative energy sources, rather than when it makes fossil energy more expensive. Fostering an energy system free of fossil fuels requires financial, infrastructure, and institutional support for specific technologies. That requires a different and much braver approach. Reducing or eliminating carbon … [Read more...]