Episode Details

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 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/1487110715169292290

Someone 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-artemis

Some 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/1486778461930799111

Most 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 launch

https://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/2-1-1160799

An oil tanker burning https://twitter.com/JavierBlas/status/1489153976620756993

CO2 free lithium mining

Support the show

Connect with Tim  

Clean Power Hour