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Markets & Policy

The battery chemistry schism is imminent

According to a new report from Wood Mackenzie, lithium-iron-phosphate is poised to overtake lithium-manganese-cobalt-oxide as the dominant stationary storage chemistry within the decade, making footholds in battery storage before moving onto EV dominance.

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The ‘Rubber-Band Effect’ on renewable energy project margins

On the journey from concept to monetized power plant, renewable/storage projects tend to get tugged toward “zero” margin (from either direction); and the further the rubber band is stretched, the stronger the pull back toward zero.

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Enphase and Sonnenstromfabrik unveil AC solar panel

The US microinverter producer and the German panel maker have launched a residential glass/glass PERC module equipped Enphase IQ 7+ device. The 60-cell PERC module is available in three versions with power output ranging from 320 to 330 W and efficiencies of 18.8% to 19.4%.

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Morning Brief: Tuesday will be a challenging day for the California grid – here’s a CAISO load forecast

Also in the brief: CATL aims for EV batteries free of cobalt or nickel, rolling blackouts in California stump power experts, record U.S. wind installations

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California’s fossil fuel plants failed us, not solar

In order to prevent more of California’s grid emergencies, what’s needed is more solar-charged batteries, not more peaker plants

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Morning Brief: VP nominee Kamala Harris’ climate-change agenda, One grid battery to rule them all

Also in the brief: Capacity deferral is the primary source of storage value, Trump administration ‘to lead the world’ in energy storage

Power and utility deal activity is down significantly to start 2020, but renewables show strength

A new report released by Ernst & Young shows that power and utility deals in the Americas saw huge drops in volume and value due to the Covid-19 pandemic, though commitment to renewable investment remains strong.

Morning Brief: Solar is surprising itself with a rebound, $20 million from DOE to advance perovskites

Also in the brief: Black Hills Energy has reached agreements on a 200-MW PV project, AGL has laid out plans for the deployment of around 1.2 GW of utility-scale batteries,

Vistra approved to build a grid battery bigger than all utility-scale battery storage in the US combined

A permit to expand Vistra’s natural gas-fired Moss Landing generation station in Monterey County, California to 1,500 MW/6,000 MWh has been approved, setting the stage for the world to see gigawatt-scale battery energy storage for the first time ever.

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Morning Brief: wind and solar continue to rise drastically in the global power mix, Toyota announces three new solar projects

Also in the brief: Powerhome completes a solar installation at Indianapolis Colts HQ, Chevron is making a Series A investment in the three-year-old nuclear fusion startup Zap Energy, more than 200 workers are needed for a solar project being developed in Cherokee, Alabama and more.

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