Rethink Energy

China’s growing perovskite factories Another wave of perovskite manufacturing announcements has developed, this time lead by a 20 GW factory announcement from GCL Systems Integration. We’ve gone a bit quiet in our coverage of perovskite manufacturing scale-up in the past year, because the production lines that do exist are only producing test batches anyway – but the latest tranche of announcements coming out of China is too large to be ignored... Click here to learn more: https://lnkd.in/eb-Ne9PX #perovskites #solar #manufacturing 

Europe wants the best of both worlds at the moment – not severing ties with Chinese electrolyzer OEMs completely but preventing them from monopolizing the market. Read the full article here: https://lnkd.in/d3ryd9HC Reporting and analysis from Bogdan Avramuta and Andries Wantenaar #Hydrogen // EU keeps options open with 25% Chinese components cap // #Bluehydrogen is not a solution, let’s face it! #Solar // China’s growing #perovskite factories #Aviation // Can a novel #SAF pathway challenge #ATJ and #HEFA? #MaritimeShipping // #Lowcarbonfuel gain momentum, but some won’t maintain it #Nuclear // Can SMRs gain momentum from #datacenter deals? // #Pinkhydrogen potential in Europe and Asia #ElectricityGrid & Storage Highview Power’s 10 GWh #liquidair #energystorage (LAES) #FossilFuel and Raw Materials // #Gas volatility highlights the need for #renewables

The same company that was making a loss on every fuel cell it shipped has now entered into a binding framework agreement to supply up to 3 GW of electrolyzers to Allied Green Ammonia (AGA) for a green ammonia project in Australia’s Northern Territory. This is a big shift in the company’s fortunes. We’re talking about Plug Power, of course, which will provide proton exchange membrane (PEM) electrolysis systems from its New York gigafactory, with installations expected between late 2026 and early 2027. https://lnkd.in/gzGUD9bX

Proof you have to play the long game with hydrogen... The same company that was making a loss on every fuel cell it shipped has now entered into a binding framework agreement to supply up to 3 GW of electrolyzers to Allied Green Ammonia (AGA) for a green ammonia project in Australia’s Northern Territory. This is a big shift in the company’s fortunes. We’re talking about Plug Power, of course, which will provide proton exchange membrane (PEM) electrolysis systems from its New York gigafactory, with installations expected between late 2026 and early 2027 #hydrogen #electrolyzers #renewables

More ultra-size floating wind products enter the market CRRC has showcased its 20 MW floating offshore wind turbine at the WindEnergy Hamburg fair in late September, featuring a 260-meter rotor. Together with the dual-rotor 16.6 MW turbine which Ming Yang deployed at sea several months ago, we are observing a trend. The turbines are more powerful than ever – CRRC has a 25 MW turbine in the works, and this week saw a 26 MW turbine announced as a trial install at a wind farm in China – but floating wind (and even offshore wind) remain expensive because of the installation infrastructure and works. That’s even as onshore reaches new records for low levelized cost of electricity, with quite a large fleet of onshore Chinese wind farms being built this year with an investment cost of only $500 million per GW. #windturbines #offshorewind #renewables 

Boom Supersonic is advancing with further testing of its supersonic aircraft but the future viability of such commercial flight still remains unclear due to the implications for emissions. Boom reached a new milestone, a fifth flight for its XB-1 demonstrator reaching Mach 0.69. The Overture, the supersonic aircraft in the works, will be constructed at Boom’s Superfactory. To power Overture, Boom is developing the Symphony, a bespoke engine that promises efficient and eco-friendly supersonic performance. #SAF #aviation #renewables 

Boom progresses with testing, SAF future remains unclear Boom Supersonic is advancing with further testing of its supersonic aircraft but the future viability of such commercial flight still remains unclear due to the implications for emissions. Boom reached a new milestone, a fifth flight for its XB-1 demonstrator reaching Mach 0.69. The Overture, the supersonic aircraft in the works, will be constructed at Boom’s Superfactory. To power Overture, Boom is developing the Symphony, a bespoke engine that promises efficient and eco-friendly supersonic performance. #SAF #aviation #renewables 

Rethink Energy speaks to Geir Kristian Johnsen, Program Manager for Renewable Energy in the New Business Development department of Borealis. Read the full article here: https://lnkd.in/d3ryd9HC #Hydrogen | Proof you have to play the long game with hydrogen #Solar | Borealis Group’s #thermoplastic #encapsulants #Wind | More ultra-size #floatingwind products enter the market #ElectricVehicles | EU’s #EVtariffs unlikely to produce strategic ‘win’ #Aviation | Boom Supersonic progresses with testing, #SAF future remains unclear #MaritimeShipping | #Biogas blending another expensive distraction for ship operators #Nuclear | Kazakhstan targets about 1 GW of nuclear by 2035 #ElectricityGrid & #EnergyStorage | ElecLink outage shows usefulness of #gridstability assets #FossilFuel & #RawMaterials | China stimulus takes effect Reporting and analysis from Andries Wantenaar, Bogdan Avramuta

The EU has introduced tariffs ranging from 7.8% to 35.3% on Chinese-made EVs, adding to an existing 10% tariff. China, in turn, has applied a levy on brandy imports from the EU, and may increase tariffs on cars imported from the EU. Always with tariffs, there is the intended goal – protecting domestic manufacturing – and then there are the undesirable side-effects. The three main side-effects are weaker demand caused by higher prices for end-product, disruption to domestic manufacturing if upstream components are placed under tariffs (or building domestic downstream production on the back of foreign components if not), and the possibility of retaliation from the other side. #EVs #tariffs #renewables

Nuclear and data centers – there’s more to the story As Microsoft revives the Three Mile Unit 1 reactor, it’s clear that nuclear paired with data centers will be a consistent trend into the future, given the uptake in demand for computational power. But is there more to this trend than just sustainable AI usage and data storage? Diverting clean electricity away from the general grid towards new centers of demand is something the hydrogen industry has in large part been forbidden to do in Europe courtesy of the ‘additionality’ requirements where a new hydrogen project needs to be linked to an energy source no older than a year and a few months. The same negative consequence can now happen with data centers and nuclear. #datacenters #nuclear #hydrogen