EPISODE · Feb 16, 2022 · 1H 8M
Clean Power Hour LIVE | Electrification of Everything is Truly Disruptive | Feb. 3, 2022
from Clean Power Hour · host Tim Montague, John Weaver
The Energy Transition is Going to Require a Staggering Growth in Electrification and Enabling Technologies https://www.powermag.com/the-energy-transition-will-require-staggering-growth-in-electrification-and-enabling-technologies/Long duration energy storage procurement - more than 4 hours, up to 8, won by - surprise - lithium ion versus other sources https://www.canarymedia.com/articles/long-duration-energy-storage/lithium-ion-batteries-beat-novel-long-duration-tech-in-california-contestPA politician introduces legislation that says state must sell its RECs to fund capping oil/gas wells https://pv-magazine-usa.com/2022/02/01/solar-indulgences-for-fossil-sins-in-pennsylvania/Beer company capturing CO2 from the air to feed its beer carbonation https://twitter.com/SolarInMASS/status/1487110715169292290Someone thinking about building a robotic network somewhere between the moon and the earth https://www.theverge.com/2022/2/3/22914873/quantum-space-lunar-robotic-outpost-nasa-artemisSome politicking - suggestions that the Biden admin will keep trump solar panel tariffs in place, but let the bifacial ones lapse https://twitter.com/JarrettRenshaw/status/1486778461930799111Most interesting solar panel purchase agreement I’ve seen before - 250 MW a year, 25% of Heliene’s product, but Altus also has to invest $5 million in Heliene's soon public launchhttps://pv-magazine-usa.com/2022/02/01/us-solar-module-manufacturer-nets-5-million-investment-250mw-supply-deal/Polysilicon manufacturing technology - GCL poly, one of largest making this product, has first granular poly facility come online - two cool data points, 15% higher gross margin, and 35% less CO2 https://www.pv-tech.org/gcl-poly-confirms-completion-of-its-granular-silicon-facility-expects-us850m-net-profit-in-2021/Hydrogen electrolyzers installed going to grow 4X in 2022, thats an S Curve https://about.newenergyfinance.com/blog/hydrogen-10-predictions-for-2022/And an example - 150 MW project online, world’s largest by 5X https://www.rechargenews.com/energy-transition/record-breaker-world-s-largest-green-hydrogen-project-with-150mw-electrolyser-brought-on-line-in-china/2-1-1160799An oil tanker burning https://twitter.com/JavierBlas/status/1489153976620756993CO2 free lithium mining Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email [email protected] Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected] sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
What this episode covers
The Energy Transition is Going to Require a Staggering Growth in Electrification and Enabling Technologies https://www.powermag.com/the-energy-transition-will-require-staggering-growth-in-electrification-and-enabling-technologies/ Long duration energy storage procurement - more than 4 hours, up to 8, won by - surprise - lithium ion versus other sources https://www.canarymedia.com/articles/long-duration-energy-storage/lithium-ion-batteries-beat-novel-long-duration-tech-in-california-contest PA...
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Clean Power Hour LIVE | Electrification of Everything is Truly Disruptive | Feb. 3, 2022
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