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Electricity demand in April dropped to the lowest level since September following a winter period which saw new demand peaks recorded, provisional data from grid operator EirGrid shows. Overall electricity system demand stood at 2,792 GWh (Gigawatt Hours) for April - one of the only months since September where demand fell below the 3,000 GWh mark, alongside February which is a shorter month. For comparison, demand in November, another 30-day month, stood at 3,010 GWh. As forecast in EirGrid's annual Winter Outlook report, electricity demand was strong across this period, with peak demand passing the 6,000 MW (Megawatt) mark for the first time on 8 January during a particularly cold period. Megawatt (MW) values provide snapshots of electricity demand at a particular moment in time, whereas Gigawatt Hours (GWh) reflects electricity use over a longer period. Demand in April Wind power met 27% of electricity demand in April, while solar power provided for 4% of electricity used across the country. Gas was again the single biggest source of electricity generation for the month at 41.5%, and electricity imported via interconnection met 16.5% of demand. Alongside renewables, gas-powered generation and interconnection are important contributors towards meeting system demand, particularly at times of low renewable availability. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "We're seeing the demand profile for electricity change somewhat as the warmer weather and longer days reduces the need for heating and lighting, with electricity demand in April dropping back down below the 3,000 Gigawatt Hour mark following the expected winter peaks in previous months. As we come towards summer we'll continue to rely on a mix of generation sources to maintain a stable supply of power on the electricity grid." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
From a 7.5 GWh partnership with LG, to a solar+storage sub-portfolio sale to BlackRock, a 2 GW agreement with Heliene, & the launch of Lydian Energy, Catherine McLean spoke with Anne Marie Denman, Co-Founder & Partner at Excelsior Energy Capital, about what's driving one of clean energy's most active infrastructure funds. They also covered:⚡ Why she believes renewables will thrive under Trump⚡ Her journey from Big Law to founding Excelsior⚡ How Excelsior is de-risking supply chains through domestic manufacturing⚡ Her candid take on DEI in a politicized climate⚡ Balancing parenthood, leadership, and building authentic teamsIf you're a clean energy employer & need help scaling your workforce efficiently with top tier staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're looking for your next role in clean energy, take a look at our industry-leading clients' latest job openings: bit.ly/dg_jobs.
El secretario de Agricultura, Julio Berdegué, confirmó que fue notificado de la medida, que estará vigente durante 15 días. Las tres plantas de Nissan en el país consumen en conjunto casi 400 gigawatts-hora al año. De ese total, cerca de 360 GWh son provistos por la única central nuclear en operación en México. Capítulos 00:00 - Introducción 00:36 - EU suspende importación de ganado 01:30 - Nissan apuesta por la energía nuclear
From arbitraging volatility and unlocking grid stability, battery energy storage is playing an increasingly central role in power markets. But even the most well optimized units can fall short of their potential if one key metric is off: state of charge (SOC). Get it wrong, even slightly, and the revenue losses can be staggering.State of charge is hard to measure accurately - errors can compound over time, and what operators do to improve performance can make huge differences in profitability. Whether you're an asset owner, optimiser, or just want to understand the real-world constraints behind battery revenue models, this conversation is packed with detail and lessons that could change how you think about storage strategy.In this episode of Transmission, Quentin sits down with Blake Rector, Director of Markets and Optimization at Powin explore the nuances of SOC. Over the course of the conversation, you'll hear about:Why state of charge matters: How even a 1% error in SOC estimation can significantly reduce revenue from energy trading and grid services.Operational vs. theoretical capacity: The difference between nameplate and usable capacity, and why operators often leave value on the table.Forecasting and dispatch constraints: Why better SOC management means more flexibility and higher earnings in volatile markets.Hardware vs. software approaches to SOC: What Powin has learned about algorithmic improvements, calibration strategies, and real-time feedback loops.Powin's scale and strategy: With 17 GWh online or under construction, what's next for one of America's fastest-growing battery OEMs?About our guestBlake Rector is Director of Markets and Optimization at Powin, where he leads the company's efforts to maximise the performance and revenue of battery energy storage systems across multiple markets. With a background in energy markets, analytics, and operational strategy, Blake focuses on the interface between algorithmic control, asset health, and market opportunity.Powin is a U.S. based global energy storage platform provider specializing in fully integrated, utility-scale battery energy storage systems. With over 17 GWh of systems deployed or under construction worldwide, Powin delivers scalable solutions that enable the transition to clean, reliable, and affordable energy. For more information, head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
From arbitraging volatility and unlocking grid stability, battery energy storage is playing an increasingly central role in power markets. But even the most well optimized units can fall short of their potential if one key metric is off: state of charge (SOC). Get it wrong, even slightly, and the revenue losses can be staggering.State of charge is hard to measure accurately - errors can compound over time, and what operators do to improve performance can make huge differences in profitability. Whether you're an asset owner, optimiser, or just want to understand the real-world constraints behind battery revenue models, this conversation is packed with detail and lessons that could change how you think about storage strategy.In this episode of Transmission, Quentin sits down with Blake Rector, Director of Markets and Optimization at Powin explore the nuances of SOC. Over the course of the conversation, you'll hear about:Why state of charge matters: How even a 1% error in SOC estimation can significantly reduce revenue from energy trading and grid services.Operational vs. theoretical capacity: The difference between nameplate and usable capacity, and why operators often leave value on the table.Forecasting and dispatch constraints: Why better SOC management means more flexibility and higher earnings in volatile markets.Hardware vs. software approaches to SOC: What Powin has learned about algorithmic improvements, calibration strategies, and real-time feedback loops.Powin's scale and strategy: With 17 GWh online or under construction, what's next for one of America's fastest-growing battery OEMs?About our guestBlake Rector is Director of Markets and Optimization at Powin, where he leads the company's efforts to maximise the performance and revenue of battery energy storage systems across multiple markets. With a background in energy markets, analytics, and operational strategy, Blake focuses on the interface between algorithmic control, asset health, and market opportunity.Powin is a U.S. based global energy storage platform provider specializing in fully integrated, utility-scale battery energy storage systems. With over 17 GWh of systems deployed or under construction worldwide, Powin delivers scalable solutions that enable the transition to clean, reliable, and affordable energy. For more information, head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
Bienvenidos de nuevo a un directo desde Twitter, esta vez voy a darles una clase magistral sobre como funciona nuestra red eléctrica, algo complejo y sencillo a la vez. No hay ningún medio de comunicación que hable claramente sobre esto y por ello la gente no se puede formar una opinión al respecto. Se habla de oido y por regla general los tertulianos no tienen ni idea de lo que hablan. Os explicaré a grandes rasgos mi formación: Título de FP2 en la especialidad Líneas y maquinas eléctricas, eso antiguamente eran 5 años. Luego pasé algunos meses como técnico para un autónomo que trabajaba para Balay antes de irme a la mili. La mili la realice en la base aérea de Getafe como electricista dentro de la central eléctrica donde ayude a los electricistas civiles, allí teníamos varios grupos electrógenos, de varios tamaños y potencias. Al volver de la mili entre en una empresa de verificación trafos en fábricas y permisos para poner en marcha instalaciones. Después entre en una de las empresas eléctricas mas antiguas de España, J.Gil, se trata de una empresa de las primeras que construyó nuestra red eléctrica. Decir que los antiguos trabajadores de Hidroeléctrica Española hacían horas en esa empresa y que nosotros celebrábamos la comida de nochebuena con ellos. En esa empresa viví la unificación de Hidroeléctrica Española e Iberduero dando como resultado el monstruo de Iberdrola. Esa empresa empezó a ir mal y entre a otra del sector y entre las dos estuve más de 10 años en las empresas que construyen y mantienen centrales de generación y distribución trabajando por toda España. Dentro de esas dos empresas trabajé en todo tipo de instalaciones: nucleares, térmicas de carbón, hidroeléctricas, de fuel, eólicos, de todo salvo solar. Y en todo tipo de tensiones, desde las subestaciones de distribución en 20KV a las grandes centrales de 400KV. Participe en la construcción desde cero de subestaciones y centrales, instalacion de cableado de control, montaje de bastidores de protecciones y pruebas en todo tipo de instalaciones. Estuve trabajando en el cinturón de 400KV que rodea Madrid y también en la instalación de los telemandos para manejar las centrales a distancia. Trabajando en el parque de 400 KV de Vandellos se pusieron en contacto conmigo para que echara el curriculum en REE, Red eléctrica de España. Tuve que ir a Zaragoza a realizar una entrevista para ver si estaba capacitado para ser operador del sistema con ellos. Lo pase y realice también un test de conocimientos básicos y otro psicológico que también pase…pero al final mi apellido no era el adecuado y no entre. Luego contaré una anécdota al respecto. Pude ir a trabajar a Brasil y deje esta última empresa porque me querían contratar en Iberdrola y mi jefe lo impidió. Le di quince días y me marché a una pequeña ingeniera de valencia. Alli trabaje un año como delineante diseñando telecontroles, teledisparos, equipos de protección de red y modificaciones en centrales eléctricas. Allí colaboré en el diseño de subestaciones para Brasil. Pero yo soy un técnico de campo, una rata de calle y parque al aire libre, por lo que terminé yéndome a la empresa donde sigo trabajando hoy dia. Dicha multinacional fue a su vez comprada por otra aún mayor, nada menos que GE. Así que sí, he trabajado para GE (General Electric) como técnico de campo, incluso me dieron un cuadro de reconocimiento, ja, ja, ja. En esta empresa llevo los últimos 25 años. Se trata de una empresa que produce energía y la inyecta a la red todos los días desde todas partes del mundo. Así que sí, creo estar capacitado para hablar sobre el apagón del dia 28, otro fatídico 8, a las 12:33 Decir que las explicaciones que ha dado REE a través de Eduardo Prieto como director de servicios para la operación de Red eléctrica son claramente insuficientes. Un escueto video de 50 segundos publicado en su página web donde simplemente nos dicen que la demanda había sido repuesta en un 77% a las 4 de la mañana… De momento nadie ha dado una respuesta verosímil sobre lo que de verdad a pasado. REE, la empresa privado-estatal que maneja la red eléctrica ha dicho esto en su sala de prensa. Tan solo ha explicado que a las 12 de la noche se recuperó el 60% de la demanda y a las 2 de la mañana el 77%. Esto es largo de explicar a través de unos tuits...pero digamos que es la pescadilla que se muerde la cola. Muchas instalaciones generadoras no están diseñadas para producir mientras la red está caída, lo que se denomina blackout, y necesitan que haya tensión de red para empezar a inyectar potencia a la red. Las instalaciones grandes como las nucleares y otros grupos de generación necesitan horas o incluso días para estar disponibles. Es más, las nucleares necesitan una enorme cantidad de energía eléctrica para refrigerar sus núcleos nada más desconectarse de la red. La propia distribución eléctrica consume un montón de potencia eléctrica que se disipa en forma de calor y de emisiones de radiación electromagnética en todos los cientos de miles de kilómetros del cableado eléctrico de AT (alta tensión) y en los bobinados de los trafos. Por lo tanto, la primera generación que se va recuperando debe enviarse a qué las nucleares tengan red y no utilicen sus grupos electrógenos de emergencia y en inundar las redes de distribución con tensión. De momento no he escuchado ni una explicación técnica sobre el #apagon de parte de REE o de algún medio oficial. Aquí, Eduardo Prieto, director de Servicios para la Operación de Red Eléctrica en declaraciones a los medios nos contó como iban reponiendo esta tensión para que todos tengamos electricidad en casa. Eso fue a las 20:35 y es el último comunicado publicado en la web de REE. Ya está circulando por ahí la posibilidad de que este apagón haya sido debido a la presencia de masiva de energia procedente de los paneles solares fotovoltaicos, leo: "En un sistema eléctrico dominado por paneles solares, aerogeneradores e inversores, la inercia física es prácticamente nula. Los paneles solares no producen rotación mecánica. La mayoría de los aerogeneradores modernos están desacoplados electrónicamente de la red y proporcionan poca fuerza estabilizadora. Los sistemas basados en inversores, que predominan en las redes modernas de energía renovable, son precisos pero delicados. Siguen la frecuencia de la red en lugar de resistir cambios repentinos”. El tuitero Principia Marsupia decía: “Veremos si tiene algo que ver con el apagón de hoy o no, pero hay un concepto del que se habla muy poco: la **inercia** de un sistema eléctrico. La inercia funciona como un amortiguador ante las fluctuaciones. Las centrales nucleares, las hidroeléctrica, las de gas, etc. proporcionan inercia al sistema xq tienen el mismo principio de funcionamiento: turbinas muy pesadas que giran muy rápido (a 50 vueltas por segundo = 50 hertzios). Esos bichos tan pesados girando a tanta velocidad tienen una inercia muy grande. Newton nos enseñó que cuanta más inercia tienes, más fuerza tiene que ejercer el exterior para cambiar tu velocidad de rotación. Dicho de otra manera: esos sistemas "absorben" las fluctuaciones de forma instantánea y muy eficiente. Por supuesto, todo tiene su límite y también puede haber apagones con esas centrales. ¿Y la solar y la eólica? La solar y la eólica producen electricidad sin una masa que proporcione inercia. (Los molinos eólicos no giran a 50 vueltas por segundo). Ojo: yo soy muy partidario de las renovables. Son más baratas y nos hacen depender menos de los países que exportan petróleo o gas. Pero creo que no se explica bien que cuando dependemos *sólo* de las renovables, el diseño y la gestión de la red es mucho más compleja. Y dicho esto, repito: no sé si el apagón de hoy ha sido un problema con la inercia del sistema. En todo caso, os he podido dar la chapa con un tema que me parece interesantísimo.” Es cierto que el dia del apagón el aporte de la energia fotovoltaica fue mayor de un 60% dentro del mix energético, concretamente un 60,64% con 17.657 MW. Pero hace solo unos días, el 21 de abril de 2025, la energía fotovoltaica alcanzó un récord en España, aportando el 61,5% del mix energético peninsular a las 13:35 horas, con una producción instantánea de 20.120 MW. El 19 de marzo de 2023, a las 11:37 horas, la energía solar fotovoltaica cubrió el 64,5% de la demanda eléctrica en España, marcando un récord histórico…sin que sufrieramos un apagón. ………………………………………………………………………………………. contar que es la red…tendréis que escuchar mi explicación ………………………………………………………………………………………. Decir que consultando los datos vemos que a las 12 y 20 no solo estábamos produciendo lo que consumían los españoles sino que estábamos exportando o guardando energia en forma bombeo. En concreto estábamos exportando 1 GW (a grosso modo una central nuclear) a Francia, 2,6 GW a Portugal y 3 GW se estaban destinando a bombear agua en presas para luego turbinarla, esto es, para en otro momento donde la energia sea mas cara vender de nuevo esa energia. Y casi un 1 GW más destinado a Marruecos, Andorra, etc… O sea, a las 12 y 20, 13 minutos antes del desastre nos sobraban casi 7 GW. En ese momento teníamos algunas de nuestras centrales nucleares en marcha, en torno a la mitad, por lo que estábamos produciendo unos 3 GW de forma nuclear. Por no decir que en España existe también el servicio de Interrumpibilidad por el que cobran y muy bien algunas de las empresas que mas energia eléctrica consumen. Este servicio significa que en caso de necesidad estas empresas serán desconectadas de la red por el operador y tendrán que funcionar en isla, o sea, se tendrán que generar ellas mismas su energía. Este servicio se empezó a gestionar en la Orden ITC/2370/2007, de 26 de julio, y hoy dia no está claro cuantos gigavatios hay destinados a esto. Esto funciona por subasta, el gobierno ofrece este chollo solo a las empresas afines, ya que como yo he comentado en mis artículos y podcast titulados “La red de araña” la corrupción y el oscurantismo en este sector es generalizado. Hace años que no busco datos sobre este respecto pero han habido años donde habían mas de 7 GW destinados a esto. Por ello estas empresas pagan su energia mas barata que la señora Maria que utiliza la electricidad para usar su secador de pelo y cuatro bombillas. Hoy se llama Servicio de Respuesta Activa de la Demanda (SRAD) y son solo unos 2 GW, podemos leer esto: “Las subastas de interrumpibilidad, tal como se conocían tradicionalmente, han evolucionado en España. Desde 2022, se han reemplazado por un nuevo mecanismo denominado Servicio de Respuesta Activa de la Demanda (SRAD), según el Real Decreto-ley 17/2022. Este servicio permite a grandes consumidores, como la industria electrointensiva, y otros agentes con al menos 1 MW de potencia reducir su consumo eléctrico en momentos críticos para el sistema eléctrico, a cambio de una retribución económica. A diferencia del antiguo sistema, la retribución se basa en la disponibilidad y, en caso de activación, en la ejecución efectiva de la reducción de consumo. En 2024, se anunció que la subasta para el SRAD de 2025 se celebraría el 14 de noviembre, con un requerimiento de 2.116 MW. Estas subastas, gestionadas por Red Eléctrica de España (REE), son telemáticas, anuales y abiertas a más participantes que las antiguas subastas de interrumpibilidad, que estaban restringidas principalmente a la gran industria. Por tanto, las subastas de interrumpibilidad como tal ya no existen, pero el SRAD cumple una función similar, adaptada a un marco regulatorio más moderno y flexible, alineado con las directrices de la Unión Europea.” Esto nos dice que en cualquier momento nos podríamos deshacer de la producción de 9 GW…ya saben que supuestamente todo ha sobrevenido porque nos faltaron de golpe 15GW en un consumo de entorno 26. Les hablare de como se calcula la energia necesaria que tenemos que producir para no tener problemas. Toda la energia que podemos producir se denomina “capacidad efectiva” y toda la energia que necesitamos en un instante se llama “demanda máxima bruta coincidente”. Lógicamente esta ultima debe ser menor que lo que podemos producir, esa diferencia se denomina “margen de reserva”. Y aqui es donde vienen las curvas. Lógicamente no todas las instalaciones están operativas: Puedes estar paradas debido a un mantenimiento programado, a un fallo, a la degradación por el paso del tiempo o al cajón de sastre que denominan “causas ajenas”. Asi que ese margen de reserva que teníamos antes se nos ha reducido hasta lo que se conoce como “margen de reserva operativo”. Por tanto tenemos una capacidad neta disponible que debe superar a la demanda máxima neta en ese “margen de reserva operativo”. Dicho margen esta compuesto por el margen de reserva de generación, la demanda interrumpible y la capacidad de interconexión (nuestra red está conectada a la de otros países y podemos exportar o importar electricidad). Nuestra interconexión principal es con Francia, pueden buscarla como Inelfe, una linea que pretende que pasemos del 3% de interconexión actual a un 10%...o sea aproximadamente 10 GWh… esto solo puede servir para enviar nuestra energía sobrante ...porque a nosotros nos sobra aproximadamente un 70% de todo lo que hay instalado en este santo país. Hice unos cálculos sobre el margen de reserva en 2014, son estos: Pues bien, si nosotros tenemos oficialmente 108 GWh (yo creo que son mas bien 120 GWh...pero "aceptamos pulpo") y consumimos en una franja entre los 22 y 36 GWh...¿Cuantos GWh nos sobran?... Pues bastante mas de esos 10 GWh que si no paran en Francia (que pararan, vaya si pararan)...y le dejo aqui los fríos datos extraídos de ese pdf que Vd. obvio y ojo es un pdf muy, pero que muy pronuke… Le remarco lo de la flechita para que vea que ES PARA EXTRAER NUESTRA ENERGIA SOBRANTE CREADA EN INSTALACIONES QUE EMPLEAN ENERGIA RENOVABLE LA QUE CIRCULARA POR LAS REDES FRANCESAS...PORQUE ELLOS DE ESO POCO... Para calcular el margen de reserva de nuestra red necesitamos conocer estos tres factores: MRG ó margen de reserva de generación. Como tenemos parados casi todos los ciclos combinados, y según Iberdrola, este margen es grande de casi 30 GWh (datos del 2010, ahora sera mayor) y ya que cobran sumas astronómicas en concepto de disponibilidad pues que estén preparados para empezar a generar, leñe. DI ó demanda interrumpible. Esto por si no lo saben nuestros oyentes se trata de un convenio entre las empresas eléctricas y los grandes consumidores via subvención del estado para que sean avisados y dada la circunstancia de un preapagon se queden fuera de la red, esto es, les sea cortado el suministro eléctrico para compensar la demanda en ese momento, a veces simplemente para gestionar las tensiones en la red. La ultima orden de interrumpibilidad se produjo en diciembre del 2009 en el sur de España. Solo se pueden sumar a estas "primas" los grandes consumidores de mas de 100MW, o sea, a estas grandes industrias la luz les sale bastante mas barata por este y otros motivos que a un pequeño consumidor. CI ó capacidad de interconexiones. Actualmente gozamos de unos 10 GWh que serán ampliados en breve gracias al proyecto INELFE pasando a los 15 GWh ampliable a los 25 GWh, que consiste en enterrar unas líneas de corriente continua entre Francia y España. Todo esto hace que nuestra capacidad bruta de 108 GWh oficiales y nuestra capacidad efectiva que es la suma de la demanda bruta coincidente y el margen de reserva sean bastante grandes y parecidos. Yo calculo a grosso modo que esta capacidad efectiva seria de: 36GWh del pico máximo actual, ya que no volveremos en mucho tiempo a los 45 GWh de nuestra burbuja mas los 30 GWh del margen de reserva de generación mas los 6 GWh de la demanda interrumpible mas los 10 GWn actuales de la capacidad de interconexión nos arroja un total de 82 GWh. Unos 82 GWh, que descontandole el aproximadamente el 25 % de fallos, degradación, causas ajenas y al mantenimiento de equipos nos arroja una potencia de margen de reserva operativo mas demanda bruta coincidente de 61,5 GWh y esa y no otra seria la potencia bruta instalada mínima que precisaríamos en estos momentos. Sin embargo nosotros que hemos tenido un pico máximo de demanda de 45 GWh en plena burbuja inmobiliaria, tenemos instalada la friolera de 108 GWh lo que nos arroja un margen de reserva del 59%. Vamos por último a comparar estos valores con dos países, el primero México: En el informe del 2012 de la comisión nacional de energia eléctrica podemos leer los datos del 2011, esto es, México tuvo una demanda media de 38,85 GWh y una capacidad bruta de generación de 54 GWh, lo que deja un margen de reserva operativo del 24 %, o lo que es lo mismo en Mexico hacen los deberes. Veamos ahora el caso de Francia: Su pico máximo de demanda en el año 2010 fue de 96 GWh y ellos tienen una capacidad bruta instalada de 123,5 GWh así que esto nos arroja un margen de reserva operativo de tan solo un 22 %, o sea peor margen de reserva que México y no digamos con nuestro abultadisimo margen del 59 %. Todos los autores están de acuerdo en que este valor de reserva se debe situar entre el 25 y el 30%... así que le dedico estos datos a un pronuclear cabezón que sigue opinando que nuestra red no puede funcionar sin la mano que nos echan los franceses...pero ya vemos que es al revés y que en breve aun necesitaran mas de nuestras energias renovables. ………………………………………………………………………….. Quería comentar que los cortes eléctricos que puedan inestabilizar el sistema no son tan poco frecuentes, yo he vivido dos. El más importante, sin lugar a dudas fue el de 1987 provocado por un fallo en un trafo de 220 KV en la subestación de Sentmenat. Durante aquellos días estaba trabajando en la ET de la Plana (Castellon), punto estratégico donde se pudo aislar la avería junto con la ET de la Mudarra en Valladolid. Para ello fue preciso el sacar las “palas” de los relés de protección de sobreintensidad (que por cierto eran GE , como casi todos) y controlar la línea “a mano”. Os dejo un fragmento del libro histórico de REE , donde se recoge aquel accidente, en la pág. 31 podemos leer esto: “…El apagón de Cataluña de 1987 El 14 de octubre de 1987 se produce un apagón en Cataluña que deja sin servicio al 91 % del mercado catalán y desacopla las conexiones con Francia. El incidente se origina a las 22:44 horas en la subestación de Sentmenat (Barcelona), al explotar un polo de un interruptor. La situación se agrava a las 23:20 horas al dispararse la línea Aragón-La Plana, lo que afecta al resto de las centrales eléctricas de la zona. En concreto se disparan los grupos de La Robla, Teruel, Ascó, Vandellós I y Garoña. La potencia de la central de Cofrentes se queda en 80 megavatios. Para superar esta situación, se acoplan grupos de fuelóleo en Sant Adriá de Besós, Foix, Cercs y Castellón. El suministro se normaliza al cien por cien a la 1:45 horas de la madrugada. «Se puede hablar de perturbación general. Es la incidencia mayor que se ha registrado en la etapa de la explotación unificada», asegura José Alburquerque, que fue jefe del CECOEL entre 1990 y 1999 y ahora está jubilado…” (OJO 4 Nucleares paradas, y bajar a 80 MW Cofrentes es una parada técnica de emergencia en toda regla, la situación se puso al rojo vivo) Sobretodo se han dado situaciones de peligro en la zona de Cataluña, aunque tras crear el doble anillo de 400 KV de la red eléctrica se ha mejorado muchísimo. Figuraos que hasta hace no tanto tiempo toda la energía eléctrica que salía y/o entraba a Segovia lo hacía por un único interruptor de 400 KV. ………………………………………………………………………………………. Conductor del programa UTP Ramón Valero @tecn_preocupado Canal en Telegram @UnTecnicoPreocupado Un técnico Preocupado un FP2 IVOOX UTP http://cutt.ly/dzhhGrf BLOG http://cutt.ly/dzhh2LX Ayúdame desde mi Crowfunding aquí https://cutt.ly/W0DsPVq Invitados JuanMa @KbmEa7 Superior de Telecomunicaciones Radioaficionado, testing Radiohack, SDR, DSD+ tetra, TTTracker, SDRsharp. …. ¡Danterior! @Suptedax CIUDADANO GALLEGO ESPAÑOL Y EUROPEO LUCHO POR UNA SOCIEDAD HUMANA Y MÁS JUSTA. LOS NIÑOS SON EL FUTURO. AMARAS AL PRÓJIMO COMO A TI MISMO DIOS ES AMOR …. Española @Espaola100 Yeshúa es el gran YO SOY. La verdad es sólo UNA. Biblia. Profecía. Geopolítica. Sionista. LIBERTAD. …. (((VerdadesOfenden ن @verdadsmolestas "Censura, hija del miedo, padre de la ignorancia, arma del tirano. Defender hoy la verdad es nadar contracorriente" #PuraSangre https://t.me/Verdadesofenden …. El Profe @ElProfeOscar2 …. MinarcatMEGA @Rodrigo198718 liberal, capitalista, libertario, VLLC. DON'T TREAD ON ME 100% MAGA y antisocialista. Termo Milei, Termo Donald Trump, fvck Gaza fvck hamas …. Santiago Usoz @SantiagoUsoz Nací en Pamplona, donde Hemingway, Heston, Gardner, Welles y Spike Lee fueron a la plaza a ver matar toros …. Astudillo @4studill0 ………………………………………………………………………………………. Enlaces citados en el podcast: AYUDA A TRAVÉS DE LA COMPRA DE MIS LIBROS https://tecnicopreocupado.com/2024/11/16/ayuda-a-traves-de-la-compra-de-mis-libros/ Orden ITC/2370/2007, de 26 de julio, por la que se regula el servicio de gestión de la demanda de interrumpibilidad para los consumidores que adquieren su energía en el mercado de producción. https://www.boe.es/buscar/doc.php?id=BOE-A-2007-14798 30052013 CANAL ZERO-Gaia-La Red de Araña https://www.burbuja.info/inmobiliaria/temas/30052013-canal-zero-gaia-la-red-de-arana.427877/ UTP 12 La red de araña https://www.ivoox.com/utp-12-la-red-arana-audios-mp3_rf_10917493_1.html UTP13 La red de araña II https://www.ivoox.com/utp13-la-red-arana-ii-audios-mp3_rf_10943328_1.html UTP17 El Amperio contra Antonio Primera Parte https://www.ivoox.com/utp17-el-amperio-contra-antonio-primera-parte-audios-mp3_rf_11352806_1.html UTP18 El amperio contra Antonio Segunda Parte https://www.ivoox.com/utp18-el-amperio-contra-antonio-segunda-parte-audios-mp3_rf_11352896_1.html UTP26 El Déficit de Tarifa y otras malas hierbas https://www.ivoox.com/utp26-el-deficit-tarifa-otras-malas-audios-mp3_rf_12312715_1.html UTP27 El déficit de tarifa y otras malas hierbas. Segunda parte https://www.ivoox.com/utp27-el-deficit-tarifa-otras-malas-audios-mp3_rf_12509855_1.html PUNTO DE NO RETORNO RED ELÉCTRICA EN 2002 https://tecnicopreocupado.com/2014/03/23/punto-de-no-retorno-red-electrica-en-2002/ Inelfe http://www.eib.org/at ta chm ents/inelfe_es.pdf FILOMENA Y EL GRAN APAGÓN QUE NO FUE NI SERÁ https://tecnicopreocupado.com/2021/01/15/filomena-y-el-gran-apagon-que-no-fue-ni-sera/ ………………………………………………………………………………………. Música utilizada en este podcast: Tema inicial Heros Epílogo Maná - Bendita Tu Luz (Video Oficial) https://www.youtube.com/watch?v=44kityInDvM
Australia's pumped hydro fleet now promises over 500 GWh of storage capacity - meaning the county is set to be a world leader (or leader of the West) on pumped hydro, mostly with 10-hour duration, just as it was a world leader on BESS adoption.President Trump has mauled the offshore wind industry by calling Empire Wind 1's approvals into question - in an even harsher move than we'd expected.Solar manufacturing is down 45% year-on-year, as output declines back towards the 600 GW "plateau" value of demand - which the world will struggle to accelerate beyond.
Follow on YouTube | Listeners SurveyCheck Out Our Sponsors! * Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs * ErthTech Talent: Affordable CleanTech Search FirmWhat's up, everyone! Today, we have a great episode with Danny Lu from Powin. Powin is a leading provider of BESS, w/ 8 GWh of systems built and 9 in the pipeline. As the Trump admin pushes for more drilling and a seemingly anti-clean energy policy (despite that not being the definition of abundance) we are seeing the value of battery storage. Prior to tariffs, building a speaker plant would be more expensive and take longer than building energy storage systems to manage grid flexibility issues. (It's tbd what the situation will be with huge Chinese tariffs). Powin has years of experience working in this space to solve supply chain issues and is always improving its business to adapt to whatever battery chemistry is most feasible and affordable for its clients. Given all this, it was great to speak with someone who can help us understand where the market is going and what the key challenges and opportunities are that lie ahead. Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80).
The U.S. grid is facing its biggest stress test since WWII. The answer? Batteries.Joan White, Director of Storage & Interconnection Policy at SEIA, joins Nico on the PowerUp Live stage at RE+ Northeast to unpack the audacious 700 GWh storage deployment target laid out in SEIA's latest white paper. That's a 50% increase over the “business as usual” trajectory—and Joan believes it's not just possible, but necessary.As AI data centers, EV adoption, and manufacturing supercharge national energy demand, the grid must evolve. Energy storage isn't a luxury anymore—it's a requirement. Joan walks us through the policy levers, market dynamics, and cost curves shaping this once-in-a-generation energy transformation.
First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to outline the company's pivotal mission: powering the resurgence of American manufacturing by supplying domestically sourced Lithium Iron Phosphate (LFP) battery materials essential to factory automation, robotics, and energy storage systems. Passalacqua emphasized that the future of U.S. manufacturing is closely tied to the widespread adoption of industrial automation and robotics—technologies that rely heavily on LFP batteries. Known for their safety, longevity, and scalability, LFP batteries are rapidly becoming the global standard for grid-scale storage and automated production systems. This shift is being accelerated by evolving national trade and security policies aimed at strengthening domestic capabilities and reducing dependence on foreign supply chains. According to First Phosphate, the demand for industrial automation is expected to soar to USD $307.7 billion by 2030. With around 60% of jobs poised to automate at least 30% of tasks, automation could boost global productivity by 1.5% annually and contribute to the creation of over 6 million new jobs. Positioning itself as a domestic solution to this global shift, First Phosphate is actively developing a vertically integrated North American LFP ecosystem—from mining to battery-grade materials. The company controls over 1,000 sq. km of high-purity igneous phosphate claims in Quebec, an area capable of supporting more than 350 GWh of LFP battery production each year. Its phosphate ore is among the cleanest in the world, naturally low in harmful elements and extractable without the use of solvents. This vertical integration strategy allows First Phosphate to manage the entire value chain, from resource extraction to the production of LFP cathode active material (CAM). The result: a fully traceable, secure, and sustainable domestic supply chain that supports the growing demands of North America's electrified #proactiveinvestors #firstphosphatecorp #cse #phos #otcqb #frspf #phosphate #LFPBatteries #CriticalMinerals #CleanEnergy #MiningCanada #ElectricVehicles #EnergyStorage #NorthAmericaSupplyChain #FirstPhosphate #SustainableMining
Ireland saw new records set for solar power on the national electricity grid in March, with 39% of electricity coming from renewable sources last month, according to provisional figures from EirGrid. March 25th saw a new peak for grid-scale solar power in Ireland, with over 750 Megawatts (MW) coming from this source at one point - 18 MW more than a previous record from July 2024. This follows a new peak wind power record on the grid set in February. In all, this March saw the third-highest ever amount of solar-powered electricity produced in the course of a calendar month. Last month also saw further records set on the power system, with the highest ever level of discharge from grid-scale battery power sources seen on 14 March. For context, the just under 300 MW of power discharged from batteries during this peak is greater than the maximum output from the Turlough Hill hydropower facility. Wind power met a third of the electricity demand in March, while gas was the single biggest source of electricity generation for the month at 39%, and 18% of demand was met by electricity imported via interconnection. Alongside renewables, gas-powered generation and interconnection are important contributors towards meeting system demand, particularly at times of low renewable availability. Overall, the electricity system demand stood at 3,061 GWh for March. Currently the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time: what is known as the system non-synchronous penetration (SNSP) limit. Mixing electricity from synchronous (from conventional generation) and non-synchronous (renewables) sources while operating the power system is a very complex task, and Ireland's current 75% SNSP limit is among the highest in the world. While renewable generation reached up to the 75% limit at various points in the month, there were also periods where renewable generation provided for as little as 5% of demand. EirGrid is rolling out an unprecedented programme of grid reinforcements, upgrades and new infrastructure across the country, enabling the connection of further generation sources to maintain a secure and reliable power supply while also ensuring that 80% of electricity can come from renewables, as set out in Government targets. Charlie McGee, System Operational Manager at EirGrid, said: "March was a landmark month for solar power on the electricity grid. While just under 3% of total electricity generation came from solar for the month, during particularly sunny periods, this peaked at over 18%, which augurs well for further records this summer. This is made possible by the connection of greater amounts of grid-scale solar as we work towards achieving a cleaner energy future for Ireland's power system. "It was also encouraging to see a new peak set for power discharged from batteries on the grid. February's wind power record, followed by a new solar peak in March, shows the need for battery storage so we can hold greater amounts of renewable electricity in reserve for use during periods of high demand."
Electricity from renewable sources provided for over half of total demand in February, according to provisional data from grid operator EirGrid. Wind power alone supplied almost half of the country's electricity needs, accounting for just over 48% of all electricity used in Ireland. Total generation from wind energy amounted to 1,411 GWh (Gigawatt hours) over the month, which saw a new peak wind power record set on Thursday, 13 February. Overall, renewables provided 54.5% of electricity in February when other sources, including grid-scale solar and hydropower, were included. Overall, electricity system demand stood at 2,918 GWh in February. Gas generation accounted for 31% of all electricity used in February, with 12% being imported via interconnection, 2% coming from coal, and the remaining 1% from other sources. EirGrid is responsible for leading Ireland's transition to a low-carbon future so that 80% of electricity can come from renewables, as set out in Government targets. Currently the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time. This is known as the system non-synchronous penetration (SNSP) limit. EirGrid is aiming to further increase the SNSP limit. Charlie McGee, System Operational Manager at EirGrid, said: "February was one of our strongest months on record for renewables on the grid, as demonstrated by the new peak wind record of 3,884 Megawatts on the evening of 13 February. As ever, this was supported by a mix of generation sources which help to ensure a stable flow of power at all times on the grid."
C'est une avancée majeure pour l'énergie en France : la plus grande batterie du pays verra bientôt le jour près de Reims, et c'est Tesla qui fournira les équipements. Avec une capacité de 240 MW et 480 MWh, cette installation promet de transformer la gestion du réseau électrique en optimisant l'utilisation des énergies renouvelables et en renforçant la stabilité du système.Derrière cette initiative, on retrouve TagEnergy, acteur clé du stockage d'énergie en France. L'entreprise a choisi le Megapack de Tesla, une technologie déjà éprouvée à l'international, pour équiper cette batterie colossale. Pas moins de 140 unités ont été commandées pour stocker jusqu'à 20 % des besoins en électricité du département de la Marne, soit l'équivalent de la consommation de 500 000 habitants. L'installation, prévue à Cernay-lès-Reims, jouera un rôle crucial : lisser la production d'électricité, éviter les pertes d'énergie issues des sources renouvelables et fournir de l'électricité en période de forte demande. Un levier stratégique pour intégrer davantage de solaire et d'éolien dans le mix énergétique français.Si Tesla est mondialement connu pour ses voitures électriques, l'entreprise d'Elon Musk est aussi un acteur majeur du stockage d'énergie. Son Megapack, déjà utilisé en Australie et en Californie, est conçu pour accumuler l'électricité excédentaire et la redistribuer quand la demande augmente. Avec une capacité de production de 40 GWh par an, la Megafactory de Tesla en Californie tourne à plein régime pour répondre à la demande. Un second site de production à Shanghai, prévu pour l'an prochain, viendra renforcer encore la production mondiale de batteries géantes.L'enjeu est de taille : stocker l'énergie issue des renouvelables et garantir un réseau électrique plus résilient. Contrairement aux énergies fossiles, le solaire et l'éolien sont intermittents : ils produisent beaucoup d'électricité à certains moments, mais pas toujours au bon moment. Le Megapack permet donc de conserver cette énergie et de l'injecter dans le réseau quand elle est nécessaire. Au-delà de la sécurité énergétique, cette batterie géante contribue aussi à réduire la dépendance de la France aux importations d'énergie et à accélérer la transition vers un mix décarboné, en accord avec les engagements climatiques du pays. Avec ce projet, Tesla et TagEnergy posent un jalon essentiel pour l'avenir du stockage énergétique en France. Une initiative qui ouvre la voie à un réseau plus propre, plus stable et plus indépendant. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
The Finance Ministry is gearing up to complete its first sovereign sukuk issuance of the year within the next month, with the issuance set to be around EGP2-3 billion.The Cabinet approved the launch of a EGP30 billion financing initiative to support and finance priority industrial sectors. UAE's AMEA Power signed an agreement with the Egyptian Electricity Transmission Company to develop two battery energy storage systems (BESS) with a combined capacity of 1.5 GWh.Prime Minister met with Kuwait's Prime Minister Sheikh Ahmed Al Sabah during his official visit to the Gulf nation, where the two leaders discussed boosting relations between the two countries across various sectors. The Central Bank of Egypt sold EGP89.8 billion in t-bills between Thursday and yesterday at average yields between 25.5-29.2%, according to CBE data.Forty-seven ships changed course this month to pass through the Suez Canal instead of sailing around the Cape of Good Hope, Suez Canal Authority head Osama Rabie said.Egypt intends to buy electricity produced from wind energy projects which will be implemented by Saudi Arabia's ACWA Power, south of Hurghada, at a price of 2.4 cents KWH, which will be partially paid in EGP and the bigger bulk in USD, according to a government official.Government's revenues from Suez Canal declined in 2024 to EGP146.4 billion, as compared to a target of EGP168.45 billion in the state budget. The EGX and the Financial Regulatory Authority (FRA) are mulling a regulatory update to either scrap or revise the duration of the lock-up period on the ownership of substantial shareholders post-IPO. EKHO released 4Q24 consolidated financial results. Net profit dropped 8% YoY (+14% QoQ) to USD39 million. The BoD proposed a cash dividend distribution of USD0.035/share for FY24. The Board also proposed the distribution of one bonus share for each 20 original shares. EKHO is currently trading at 2025f PE of 5.2x.EKHO to invest around USD150-200 million in the coming 18 months. The Egyptian Refining Company (ERC) intends to conduct a major overhaul of the Mostorod refinery with investments exceeding USD100 million. ABUK tapped board member and former transport minister Hany Dahy to head a new steering committee tasked with overseeing the company's business operations. FWRY acquired a 56% stake in Virtual CFO, a financial services and accounting firm catering to SMEs and startups.MCQE reported solid financial results for 4Q24. Attributable bottom line came in at an impressive EGP176 million (+708% QoQ, +117% YoY), bringing FY24 attributable bottom line to EGP238 million (+151% YoY). The BoD proposed a cash dividend distribution of EGP1.00/share for FY24. MCQE is trading at a FY25 P/E of 18.2x.EXPA 4Q24 bottom line post minority interest recorded EGP1,265 million (-19% q/q, +15% y/y), bringing FY24 net profit to EGP5,203 million (+54% y/y and 7% higher than Al Ahly Pharos estimate of EGP4,879 million). BoD proposed the distribution of 0.4 bonus share to every original share. EXPA is currently trading at 3.3x P/E 2025 and 0.7x P/B 2025.QNBE's general assembly approved paying out a cash dividend of EGP1.50/share out of 2024 earnings.OLFI's general assembly approved cash dividend distribution of EGP2.00/ share for FY24, implying payout ratio of 80% and dividend yield of 10.7%.According to local media, JUFO signed a financing agreement worth more than EGP1.0 billion with Emirates NBD Egypt.
Tony Olivo and Ken Rahn from FlexGen join the conversation to discuss the evolution of energy storage and its role in grid stability. FlexGen has transitioned from a hardware-focused company to a software-first approach, helping utilities and developers optimize energy storage solutions.The discussion covers the challenges of communicating value in a complex industry, the growing importance of batteries in balancing supply and demand, and the future of renewable energy. Tony and Ken share insights into how FlexGen is solving real-world energy problems through advanced software and analytics.About Building Better:Building Better with Brandon Bartneck focuses on the people, products, and companies creating a better tomorrow, often in the transportation and manufacturing sectors. Previously called theFuture of Mobility podcast, the show features real, human conversations exploring what leaders and innovators are doing, why and how they're doing it, and what we can learn from their experiences. Topics include manufacturing, production, assembly, autonomous driving, electric vehicles, hydrogen and fuel cells, leadership, and more.About FlexGen:Based in Durham, N.C., FlexGen is an innovative software and services provider in the global energy storage sector. At the forefront of the energy transition, FlexGen leverages decades of engineering and software expertise to help shape the future of sustainable power both in the United States and globally.FlexGen's HybridOS™ software seamlessly integrates with any hardware vendor and with both traditional and renewable power sources. Their advanced analytics and AI-driven insights enable energy storage owners to effectively deploy diverse power market strategies, enhancing grid stability and increasing economic returns. With 1.5M hours of runtime and 8 GWh of energy storage systems managed with HybridOS™, FlexGen provides field-tested software and services solutions that are trusted by developers, utilities, government agencies, and industrial companies worldwide.Key Takeaways:FlexGen focuses on turning batteries on, keeping them operational, and extending their life.The company has evolved from hardware manufacturing to a software-first approach.Batteries play a crucial role in stabilizing the grid and managing energy supply and demand.Effective communication of value propositions is essential in the energy sector.The energy storage industry is influenced by the growth of electric vehicles and renewable energy sources.FlexGen aims to solve real-world problems in energy management.Understanding the character of energy is vital for effective grid management.The company is open to future opportunities beyond current technologies.Grid stability is affected by the balance of supply and demand.FlexGen's software can help utilities optimize their energy resources.About the Guests:Tony Olivo is the Senior Vice President of Software Engineering at FlexGen. With 17 years of experience in large-scale power conversion and energy storage systems, Tony leads the software development division for FlexGen's products in energy storage control, analytics, and orchestration. He holds a degree in Electrical Engineering from Rensselaer Polytechnic Institute and is the author of seven patents.Ken Rahn is the Vice President of Marketing and Customer Solutions at FlexGen. Based in San Francisco, he brings extensive experience in technology and leadership, with a background in organizational communications and biomaterials. His career began in the U.S. Navy, where he led a team of over 50 Nuclear Electronics Technicians. He has since held roles at NRG Energy, Medallia, and Iterable, navigating multiple pre-IPO to post-IPO transitions. Ken is excited about FlexGen's potential for explosive growth in the energy sector.Links & Resources:Learn more about FlexGen:FlexGen WebsiteAccess insights and downloads:FlexGen ResourcesShow Notes:brandonbartneck.com/buildingbetter/flexgen
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.We're excited to get into this Wednesday with guest host Elena Ciccotelli of the EVs for Everyone podcast. Today, we're covering Toyota's battery investment in the US and China, the future of GM's Cruise robotaxi program and how Ford is planning on integrating EVs with a gas-powered generator for extra range.Toyota is accelerating its electrification strategy in both the U.S. and China with a significant investment in battery production and a focus on hybrid vehicles.Toyota will begin producing batteries at its new North Carolina factory in April, initially for hybrid vehicles, before expanding to full EV production.The Liberty, N.C., plant will start with three battery lines for hybrids, adding a fourth soon after. By 2030, it aims for 30 GWh capacity.Toyota is launching a wholly-owned subsidiary in China to build Lexus EVs, with a Shanghai plant capable of producing 100,000 vehicles per year starting in 2027.Toyota CFO Yoichi Miyazaki emphasized the importance of hybrid vehicles, stating, “Demand for hybrid vehicles is quite strong in the United States… We will solidify our production by producing batteries for hybrid first.”The company is keeping a cautious eye on potential new tariffs from President Donald Trump, preparing by focusing on shorter product lead times and flexible strategies.Nearly 2 months after announcing they would no longer fund autonomous vehicle subsidiary Cruise, GM is officially shutting down its robotaxi operations, leading to mass layoffs including CEO Marc Whitten and several top executives.The layoffs impact nearly half of Cruise's 2,100 employees, with affected staff receiving severance and benefits through April and LinkedIn Premium for a year to assist with the job search.GM has now fully absorbed Cruise, ending its robotaxi ambitions to focus on its hands-free driving system, Super Cruise, and future autonomous consumer vehicles.The shutdown follows an October 2023 safety scandal where a Cruise robotaxi ran over and dragged a pedestrian, leading to permit suspensions in California.Cruise had been working on safety upgrades, including "Project Rhino," a sensor system aimed at preventing incidents like the 2023 crash.Ford is betting on Extended Range Electric Vehicles (EREVs)—EVs with a gas-powered generator for extra range. This move aligns with Ford's focus on meeting consumer demand for EV efficiency without sacrificing range.Ford's EREV models will include Super Duty trucks, the F-150, Expedition, Explorer, Bronco, and Maverick.CEO Jim Farley was reportedly impressed by the success of EREVs in China and sees them as an affordable, practical alternative to full EVs.Ford expects the EREV versions within two years, but also expect confusion as dealers and buyers adjust to yet another drivetrain option.Finally, our editor friends at Cars.com released their ‘best of 2025” awards today and since we're talking EVs, let's talk about the 2025 Kia EV9Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
Description:In this episode of Kilowatt, We discuss Nissan's plan to secure 20 gigawatt-hours of batteries from SK for 300,000 North American EVs and their $500 million investment in their plant in Mississippi. We cover Kia's recall of 80,000 Niro models due to safety issues, and Hyundai's partnership with GM for rebadged commercial EVs. I explore Tesla's promotional offer of enhanced autopilot for Chinese customers and their legal challenges with the EU over import duties. Insights from Joe highlight the Ram Charger EV pickup's towing capabilities, and I chat with Scott Bolt from Clever Charge about their AI-equipped Level 2 home EV charger. Stay tuned for Tesla's earnings call analysis in the next episode.Support the Show:PatreonAcast+Links:Joe4CyberTeslaNews:Nissan's 20 GWh's of batteriesKia Niro RecallHyundai may rebadge commercial EVs and sell them to GMGM helps out California with mobile DC fast chargersTesla China offers 30 day free Enhanced Autopilot and Actual Smart SummonTesla joins Chinese companies in fight against EU dutiesSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.
Ireland recorded two new all-time electricity demand peaks as cold weather set in this week, according to grid operator EirGrid. Levels of demand on the power system reached new highs during the previous cold spell in November, and this was again surpassed this week with demand peaks of 5,716 MW (Megawatts) recorded at 17:53 on Tuesday 7 January, and 6,024 MW recorded at 17:47 on Wednesday 8 January. Wednesday's peak and new record is of particular significance as this marks the first time that peak electricity demand has passed the 6,000 MW mark. Around 60% of electricity generation was coming from gas at this time, with 17% from renewables and further contribution from batteries, and imports accounting for 6.6%. For context, demand first passed the 5,000 MW mark during the extreme cold snap of December 2010, a record which stood for another 10 years before being surpassed in December 2020 and on a number of subsequent occasions, including this week. Wednesday also saw a new full-day energy demand record, where energy use totalled 119.34 Gigawatt hours (GWh). In addition, the beginning of the cold snap last weekend saw new demand peaks set for a Saturday (5287 MW, Saturday, 4 January) and a Sunday (5,134 MW, Sunday, 5 January). EirGrid is responsible for operating, developing and enhancing the electricity grid and market in Ireland. It carries out the complex task of matching electricity supply to customer demand in real-time from the National Control Centre in Dublin. Electricity demand in the winter is heavily influenced by weather conditions. EirGrid's analysis of Ireland's peak demand over winter indicates that a 1°C decrease in outside temperature results in a 40 MW increase in peak demand (50 MW when wind-chill is taken into account). Despite the high demand, no System Alerts indicating tight margins between electricity generation and demand were issued over the course of the week. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "The extended cold spell this week saw electricity demand reach record highs. Our Control Centre staff were able to rely on a mix of generation options over the course of the week to ensure this demand was met, with a sufficient buffer maintained between generation and demand. "Since seeing the demand peak from the winter of 2010 passed in late 2020, we've seen a series of new demand records being set over the last four years, with peak demand rising by almost 900 MW in this space of time." In October, EirGrid's annual Winter Outlook indicated a reduced risk of electricity generation not being able to meet demand compared with previous winter periods. The situation has improved for a number of reasons, including the continued implementation of the Security of Supply Programme which is led by the Commission for Regulation of Utilities (CRU). Through this programme, additional Temporary Emergency Generation is now available as an additional generation option to engineers in EirGrid's Control Centre if required.
Descubre la fascinante historia de Roca Group, líder mundial en soluciones para el baño con más de 100 años de trayectoria. Fundada en 1917, Roca tiene presencia en 170 países, cuenta con 91 fábricas y produce anualmente 36 millones de unidades de porcelana sanitaria. Con una facturación superior a los 2.000 millones de euros, destaca por su innovación y sostenibilidad, incluyendo el desarrollo de hornos eléctricos que reducen emisiones y un contrato PPA de 120 GWh para el uso de energías renovables. Su cultura empresarial, basada en valores familiares y visión a largo plazo, impulsa iniciativas como Roca Ventures, un fondo de 25 millones de euros para startups en agua, diseño y sostenibilidad. Descubre cómo tradición, innovación y compromiso ambiental han llevado a Roca a liderar su sector. Patrocinado por Factorial: https://factorialhr.es/webinars/people-facts-2024-evento-completo?mc=e~sG.f~h.g~fl.h~wHBwu.i~rsAC.j.~k.~l.~m~ EVENTOS
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫“锂” 解2025年供需变化,用什么姿势困境反转?来自因歪斯汀_小明。2025年全球锂资源供给变化趋势澳洲矿企迫于现金流压力出现了显著的资本开支倒退(减产、关停),其他区域来不及刹车的在建项目继续释放产能(这无关挖矿成本),能及时收手的远期项目资本开支润的很快(延期、暂停)。挖矿成本显著低于市场价格的区域,仍然可以扩张,2025年青海盐湖尤为显著,一般情况下新矿成本较高,澳洲老矿已经预演了部分新投产项目面临的运营困境,投产即亏损,债务吸干现金流。此外,力拓计划以67亿美元收购阿卡迪姆锂业跃居世界顶级锂矿商之一,Allkem和Livent两大矿商合并的阿卡迪姆锂业才短短一年现金流就烧不动了,旗下项目多数延期。此项收购预计2025年中完成,铁矿巨头力拓或将给这些项目充值推动产能在远期加速释放。澳洲矿区先讲个真实的段子来反映澳洲矿山运营的困境,2023年11月MRL收购了2018年破产的Bald Hill项目,并快速推动其复产,2024年11月MRL宣布该矿山暂停运营。雅宝和MRL的Wodgina项目产线建完但不启用;Pilbara关停高成本的项目置换扩产低成本的项目;赣锋和MRL的Marion转向高品位策略,降低产量并放缓投资地下开采;阿卡迪姆的Cattlin关停;Finniss作为澳洲首个投产的绿地项目,首次生产到停产不足一年。以上,在产项目全部波及,矿企现金流压力带来了澳大利亚产能的负增长。现在,压力给到2024年两个新投产的矿山,SQM的Mt Holland成本水平尚可,Liontown的Kathleen Valley项目由于采用地下开采成本偏高,现金流可能苟不住,面临老矿相似的运营困境,此前雅宝收购该项目被狙击,后续也许还要寻觅其他矿商再卖一下。澳洲矿企面临的情况是普遍的,其他地区凡是成本曲线打不过澳洲老矿的,因为统计口径问题,可能只是没说的这么明白而已。南美矿区阿根廷盐湖经历了各种延期和漫长的产能爬坡,12-18个月,终于形成了规模,尽管资源品味算得上优质,但新矿成本依然较高,一个典型的案例便是紫金矿业的3Q盐湖,2023年底试车之后就没有然后了,诸多原因之一就是成本。2024年下半年,浦项制铁的Sal de Oro盐湖和埃赫曼的Centenario-Ratones盐湖完工,令人奇怪的是青山集团帮埃赫曼建好之后就转让权益跑路了;阿卡迪姆持续顺延了其在阿根廷的两个盐湖项目,等待力拓接手后再看规划;阿根廷2025年的增量供给除了不一定启动的3Q盐湖,还有赣锋锂业2024年底试生产的Mariana项目,整体来讲阿根廷供给在2025年已经开始断档了。此外,2025年阿根廷锂业计划从加拿大迁至瑞士,其合作伙伴赣锋锂业承诺三年内不收购公司控制权,有点此地无银了,二者控制了阿根廷远期约三分之一的产能。SQM与智利国家铜业Codelco成立的合资公司于2025年初生效,Codelco持有50%+1股的股权,并获得合营公司约70%的运营利润,简约理解为SQM净利润较此前砍半。基于成本世界领先的Atacama盐湖,SQM在2025年进一步扩产4万吨达到28万吨,但产量指引仍为23万吨。智利国有化新模式在SQM示范运行,随即展开广泛的招标活动,数十个项目采用国有+合营模式招标,包括力拓、LG、浦项、埃赫曼、雅宝、SQM、比亚迪、赣锋、五矿、天齐、中伟等数十家国际企业受邀投标,在远一点的远期形成供给支撑。玻利维亚则刚刚结束了为期两年的招标活动,规模较此前报道有所下降,同样在远期形成供给。巴西矿山优质的资源和独特的位置,受到美洲、欧洲以及中国企业的追捧,勘探储备项目都在有条不紊的推进。非洲矿区作为非洲首要锂矿供给国,津巴布韦主要产能扩张来自雅化集团的Kamativi项目,两期建设均在2024年顺利投产。由于透锂长石盈利能力低且产线分离,中矿资源暂停了Bikita透锂长石采矿作业,但华友钴业的Arcadia混合矿无法以此降本。随着赣锋锂业世界级矿山Goulamina投产,马里晋升为非洲第二大锂矿供给国,2025年初海南矿业的Bougouni项目也将投产。但非洲的资源开发有点冰火两重天,部分项目此前追求极致速度边勘边建遭遇反噬项目难产,许多小矿商由于现金流不足,导致繁荣兴起的勘探资源陷入停滞,查无此人,非洲供给也开始断档了。中国矿区中国2025年预期产能已经达到53.72万吨,大幅超越智利并将赶超澳大利亚,成为世界领先的锂资源供给国,与新能源地位相匹配。钾肥挥一挥衣袖,低成本的青海盐湖供给再上新台阶(抛开品质只谈成本),依托盐湖和汇信两家骨干企业组建中国盐湖集团,显著推动了青海盐湖产能释放,青海汇信作为接盘盐湖化工板块重组的主体,本应从事钾、钠产业的下游深加工,但新建2万吨产能,察尔汗盐湖产能达到10万吨已经接近上限,青海地区2025年大幅扩张后供给暂时断档。青海盐湖资源的扩张,会直接冲击广期所定价体系下的碳酸锂价格。西藏盐湖由于环境问题,跑流程的时间非常非常非常长。低品位、高成本的江西锂云母处于停停开开停停的薛定谔状态,跟随碳酸锂价格在较大的阈值内展现出极高的供给弹性,宁德时代亲身体验了矿企不是说关停就能关停。应当注意到,一些江西主力矿山出现品位下降乃至资源枯竭的问题,进一步推高整体成本,尽管锂价提升后扩产潜力还在,但锂渣、尾矿库等环保问题仍无解决办法。湖南郴州作为下一个“锂都”,采用全产业链绑定入驻的模式,或在2025年释放供给;四川资源开发在上层引导上明显提速,但实际落地的开发进度和成本水平,显著受制于当地的自然和人文因素;内蒙资源主要由赣锋锂业通过一体化产业链的形式进行开发,速度较慢;新疆大红柳滩搞了很大规模的一体化项目,由于某些因素在溯源方面可能会排除在国际化新能源产业链外,但并不能将其供给排除掉。北美矿区&欧洲矿区欧美能及时收手的远期项目资本开支润的很快,毫无意外全部延期,并且不只是顺延一年,真想做事的,等待许可和糊弄环保的时间消耗大家都懂。从锂资源供需变化,到碳酸锂与锂业股票价格变化接下来,让我们聊聊具体数字。建成产能尽管不能直接参与到供需价格测算中,但能够直观体现未来 P P T 节奏和各区域发展趋势。从2024-2026年各区域新增产能规划来看:2023年已建成产能139万吨,此前规划2024年新增产能88.3万吨(实际增31.7万吨),2024年实际已建成产能171万吨,预期2025年新增产能44.8万吨(增速26%),推断2026年规划新增产能进一步下降至22.4万吨(增速10%),且其中很大一部分来自欧美的虚拟规划。2026年锂资源供给规划几乎断档,这就是资本开支倒退对远期供给的影响。再看实际产量,综合考虑项目投产时间、调试爬坡、产能利用率等因素,笔者通过非常粗略的精细计算——2025年实际产量增量约为20万吨,总产量达到150万吨,2023年和2024年的产量数据约为100万吨和130万吨。供给聊到这,不能说是详尽,最起码是算无遗策了,接下来就是紧张刺激的需求拍数字,这次不絮叨基本面了,直接上计算器:假设全球消费电子以及玻陶、润滑脂、医药等传统工业需求量稳定且保持3%的增速,动力电池按照三元铁锂三七开,需求数字主要是拍新能源汽车和储能的增速。2023年,全球锂离子电池总体出货量1202.6 GWh,传统工业需求量约为13万吨,对应全球碳酸锂需求量约为91万吨,2024年对应全球碳酸锂需求量约为113万吨。2025年假设全球新能源汽车增速20%,储能增速40%,对应全球碳酸锂需求量约为136万吨。不妨把2026年的数字也模糊的拍了,大约是157万吨。敲黑板,你们最想看的在这里:首先明确2025年全年维度并不能立刻扭转供给过剩的局面,但供需缺口减小的趋势是百分百确定的,基于淡旺季轮替和事件冲击,可能局部短暂晋升为紧平衡状态,但只是昙花一现。碳酸锂价格不会出现大单边繁荣,更多可能是脉冲向上或者向下,机会来自于波动而非趋势。资本开支倒退的影响将在2026年及远期开始显现,预计2026年达成实质上的供需平衡,随后快速进入紧平衡及短缺状态。需要注意的是库存转移,过剩这两年是买方市场,表现为库存积压在上游锂业,并开套保空单苟命,当趋向紧平衡时,中下游企业将库存备货应对涨价,并开套保多单锁价(可能),该过程会迅速推高碳酸锂价格形成单边趋势(15-20万)。标志性事件可能是广期所开放品牌交割,顺应买方真实需求。2025年碳酸锂价格仍然受制于供给过剩,但锂业股票在过去已经完完全全price in了一切黑暗,非常标准的困境反转时刻,潜在的运行剧本:跟随碳酸锂价格脉冲阶段的基本面昙花时刻上行,随后震荡回落,呈现底部逐渐抬高波动向上的状态,机会来自于波动更多一点,但也具备趋势,尤其贵市场喜欢预判的资金实在太多了。至此,2025年全球锂资源供给变化趋势,各区域挖矿节奏的变化,从供需变化看碳酸锂与锂业股票价格变化,矿工办,奉上。
Electricity from renewable sources provided for a third of total demand in November, according to provisional data from grid operator EirGrid. The majority of renewable electricity generated last month came from wind farms, which accounted for just under 29% of all electricity used in Ireland. Total generation from wind energy amounted to 869 GWh (Gigawatt hours) over the month. Overall, renewables provided 33.3% of electricity in November when other sources including grid-scale solar and hydropower are included. Overall electricity system demand stood at 3,041 GWh for November, a month which saw two new all-time demand peaks recorded on the 21st and 27th as colder weather set in. Gas generation accounted for just over half of all electricity used in November, with 11% being imported via interconnection, 3% coming from coal, and the remaining 1% from other sources. EirGrid is responsible for leading Ireland's transition to a low carbon future so that 80% of electricity can come from renewables, as set out in Government targets. Currently the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time. This is known as the system non-synchronous penetration (SNSP) limit. EirGrid is aiming to further increase the SNSP limit. Charlie McGee, System Operational Manager at EirGrid, said: "As we enter the winter months our National Control Centre plays a critical role in balancing supply and demand, as seen with the peaks recorded in November. This follows on from EirGrid's annual Winter Outlook report forecasting the increase in demand to be expected at this time of year, which will be met by a mix of generation sources including renewables." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
Green Energy Stocks to Buy Now, according to some analysts. Plus, top-rated sustainable ETFs for 2024 say Morningstar UK analysts. By Ron Robins, MBA Transcript & Links, Episode 142, November 15, 2024 Hello, Ron Robins here. Welcome to this podcast episode 142 published November 15, 2024, titled “Green Energy Stocks to Buy Now.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- 10 Best Alternative Energy Stocks To Buy According to Hedge Funds Well, there are still some great reviews of renewable energy stocks appearing. Consider this one titled 10 Best Alternative Energy Stocks To Buy According to Hedge Funds. It's by Mashaid Ahmed and seen on insidermonkey.com. Here are some quotes from the article. “For this article, we scanned alternative energy ETFs plus online rankings to compile an initial list of 30 alternative energy stocks. From that list, we narrowed our choices to 10 stocks according to their hedge fund sentiment, which was taken from our database of 912 elite hedge funds as of Q2 of 2024. The list is sorted in ascending order of their hedge fund sentiment, as of the second quarter. Why do we care about what hedge funds do? … Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 10. Bloom Energy Corporation (NYSE:BE) Number of Hedge Fund Holders: 29 Bloom Energy Corporation's technology generates electricity with no combustion and negligible criteria pollutant emissions, and it operates on multiple fuels, including natural gas, biogas, and hydrogen, providing a lower carbon footprint compared to the electric grid while maintaining grid stability. This technology allows the company to accomplish its goals of providing clean power solutions faster than the alternatives. While hydrogen is currently more expensive than traditional fuels, Bloom Energy Corporation's breakthrough in achieving 60% electrical efficiency could make hydrogen economically viable as a fuel source. This makes Bloom Energy Corporation's fuel cells a cleaner alternative for electricity production. 9. Edison International (NYSE:EIX) Hedge Fund Holders: 32 Edison International is a leading energy company that has served California for over a century through its main subsidiary, Southern California Edison (SCE). Edison International provides electricity to around 15 million people across Southern, Central, and Coastal California. The company is actively involved in California's transition toward alternative energy, aligning with the state's goal of achieving carbon-free power by 2045 8. Sunrun Inc. (NASDAQ:RUN) Hedge Fund Holders: 35 Sunrun is one of the largest residential solar energy companies in the US, offering a solar-as-a-service solution that enables homeowners to adopt solar power with little to no upfront cost. 7. Clearway Energy, Inc. (NYSE:CWEN) Hedge Fund Holders: 38 Clearway Energy owns a diversified portfolio of wind, solar, and traditional power generation projects across the United States. The company has partnered with Global Infrastructure Partners (GIP), an independent infrastructure investment fund, and TotalEnergies (EPA:TTE), a multinational energy and petroleum company, to leverage expertise in alternative energy within the U.S. market. 6. Enphase Energy, Inc. (NASDAQ:ENPH) Hedge Fund Holders: 42 Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage solutions, and energy management devices. Enphase Energy's microinverters convert direct current from solar panels into alternating current for use and are critical for optimizing solar energy systems, enhancing efficiency, and reliability, and are also easy to install. The company is a market leader in residential solar in the U.S. Europe and emerging markets in Asia. 5. PG&E Corporation (NYSE:PCG) Hedge Fund Holders: 46 PG&E Corporation is a leading energy company in Northern and Central California's utility market, serving over 16 million people through its subsidiary, Pacific Gas & Electric Company. The company has also made significant investments in battery storage systems, adding more than 2,100 megawatts of battery capacity. 4. First Solar, Inc. (NASDAQ:FSLR) Hedge Fund Holders: 66 First Solar is among the largest solar companies in the United States, specializing in the supply of thin-film photovoltaic solar panels for large-scale solar power plants. The company also has production lines in Malaysia, India, and Vietnam… First Solar's impressive backlog of 73.3 GW, with orders extending through 2030, is a significant indicator of the company's growth security. 3. Constellation Energy Corporation (NASDAQ:CEG) Hedge Fund Holders: 71 Constellation Energy supplies natural gas and energy products and services to residential, commercial, and industrial clients across North America. Constellation Energy is a key player in nuclear power and operates one of the largest fleets of nuclear plants in the US. Around 90% of the company's annual energy output is derived from carbon-free sources. Constellation Energy has set a goal to produce 95% carbon-free electricity by 2030. 2. NextEra Energy, Inc. (NYSE:NEE) Hedge Fund Holders: 73 NextEra Energy is the world's largest producer of wind and solar energy, as well as a leader in battery storage technology. The company's operations are divided into two main businesses. The first is Florida Power & Light (FPL), an electric utility company. The second is NextEra Energy Resources (NEER), one of the world's largest producers of alternative energy and a leader in battery storage. NextEra Energy Resources focuses on the development, construction, and operation of long-term energy assets, primarily in the U.S. and Canada. NextEra Energy Resources manages an alternative energy portfolio of approximately 34 GW, including 24 GW from wind energy, 7 GW from solar energy, and 2 GW from nuclear energy. Additionally, NextEra Energy Resources has 1 GW of battery storage capacity spread across 16 U.S. states. 1. Vistra Corp. (NYSE:VST) Hedge Fund Holders: 93 Vistra is a vertically integrated energy company based in Texas and operates a diversified energy portfolio. Vistra supplies electricity and natural gas to residential, commercial, and industrial customers. The company also operates battery energy storage facilities, and its nuclear assets play a crucial role in powering artificial intelligence systems… Vistra has also integrated AI technologies into its operations to improve power plant efficiency, enhance thermal efficiency, and lower carbon emissions.” End quotes. ------------------------------------------------------------- The Top-Rated Sustainable ETFs in 2024 This next article is from a UK perspective but is also of interest to non-UK investors. It's titled The Top-Rated Sustainable ETFs in 2024. It's by Sunniva Kolostyak and found on morningstar.co.uk. Here are some of the most relevant quotes and elements from the article. “In total, 12 different ETFs have a Morningstar Sustainability Rating of High and a Morningstar Medalist Rating of Gold… Below, we highlight the 10 ETFs across sterling, euro, Swiss franc and dollar share classes. Xtrackers MSCI World Information Technology UCITS ETF XDWT SPDR® MSCI World Technology UCITS ETF SPFT iShares MSCI World Information Technology Sector ESG UCITS ETF WITS Fidelity US Quality Income ETF FUSC HSBC NASDAQ Global Semiconductor UCITS ETF HNSCFP iShares MSCI USA Value Factor ESG UCITS ETF IUVE iShares MSCI Europe Quality Dividend ESG UCITS ETF QDVX iShares MSCI EMU Paris-Aligned Climate UCITS ETF EMPA iShares Euro Total Market Growth Large UCITS ETF IDJG iShares V PLC - iShares MSCI World Health Care Sector ESG UCITS ETF WHCS” End quotes. ------------------------------------------------------------- AWK Named A Top Socially Responsible Dividend Stock This next article features a dividend-paying stock. It's titled AWK Named A Top Socially Responsible Dividend Stock and is by Energy Stock Channel Staff and found on energystockchannel.com. Here are some quotes. “American Water Works Co, Inc. (NYSE:AWK) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average ‘DividendRank' statistics including a strong 2.3% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria. Environmental criteria include considerations like the environmental impact of the company's products and services, as well as the company's efficiency in terms of its use of energy and resources. Social criteria include elements such as human rights, child labor, corporate diversity, and the company's impact on society — for instance, taken into consideration would be business activities tied to weapons, gambling, tobacco, and alcohol.” End quotes. ------------------------------------------------------------- Best green energy stocks to buy right now And here's another article on, yes, renewable energy stocks! It's titled Best green energy stocks to buy right now and is by the Elliott Wave Forecast Team and seen on fxstreet.com. Here are some quotes on each of their picks. “1. Brookfield Renewable Partners (BEP) Brookfield Renewable Partners invests in renewable power and sustainable solutions assets directly, as well as with institutional partners, joint venture partners, and through other arrangements. Across its business, it leverages our extensive operating experience to maintain and enhance the value of assets, grow cash flows on an annual basis, and cultivate positive relations with local stakeholders. 2. NextEra Energy (NEE) NextEra Energy, Inc. is a leading clean energy company headquartered in Juno Beach, Florida. NextEra Energy owns Florida Power & Light Company, which is America's largest electric utility company that sells more power than any other utility, providing clean, affordable, reliable electricity to approximately 5.9 million customer accounts, or more than 12 million people across Florida. NextEra Energy also owns a competitive clean energy business, NextEra Energy Resources, LLC, which, together with its affiliated entities, is the world's largest generator of renewable energy from the wind and sun and a world leader in battery storage. 3. Canadian Solar (CSIQ) Canadian Solar has 125 GW solar module shipments and 4.5 GWh battery storage shipments. It has a module capacity of 61 GW and expects to have a battery storage capacity of 20 GWh by 2024 December. It has a 26.3 GW project pipeline and a 56 GWh energy project pipeline of recurrent energy. Canadian Solar has active buying customers in more than 160 countries and subsidiaries in 23 countries & regions on 6 continents. In addition to it, Canadian Solar has over 26 manufacturing facilities in Asia & Americas. 4. SolarEdge Technologies (SEDG) SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, manufactures, and sells direct current optimized inverter systems for solar photovoltaic installations in the United States, Germany, the Netherlands, Italy, the rest of Europe, and internationally. It operates in two segments, Solar and Energy Storage. 5. General Motors Company (GM) The company has said that it plans to invest $35 billion in electric vehicle (EV) and autonomous vehicle (AV) production through 2025. By mid-decade, GM plans to sell a million EVs a year in North America. GM has also increased its investment in AV company Cruise, buying SoftBank's stake for $2.1 billion and pouring in another $1.4 billion. Cruise develops self-driving cars for ridesharing and delivery. The Origin is designed to operate without a human driver, as there is no steering wheel. Cruise was the first AV company to offer driverless rides in a major city: San Francisco. Adding to that, GM is also planning to be a carbon-neutral company by 2040.” End quotes. ------------------------------------------------------------- Additional Articles 1. Title: The Top-Rated Sustainable Funds in 2024 on morningstar.co.uk. By Sunniva Kolostyak. 2. Title: Top 10: Wind Power Manufacturers on energydigital.com. By Maya Derrick. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Green Energy Stocks to Buy Now.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. Now my next podcast will be November 29th. I'll talk to you then! Bye for now. © 2024 Ron Robins, Investing for the Soul
Sheep grazing under solar panels in Australia are producing higher-quality wool! Could agrivoltaics be the future of sustainable farming? Scientists predict that the Atlantic Meridional Overturning Circulation (AMOC) could collapse in just 15 years, threatening severe weather disruptions. Learn what this could mean for global climate. Solar Panel Recycling Advances A new plant in Georgia will soon recycle up to 99% of solar panel materials, taking a big step toward reducing solar waste. More details here: Electrek Listener Mailbag Damon from Tasmania asks about carbon capture's effectiveness. Michael on Patreon shares insights into biochar and praises our climate activism. Automotive Updates Toyota's Decline: With EV demand rising, Toyota's production drops for the first time in four years. Electrek Ford's F-150 Lightning Halt: Production of the Lightning will be paused for two months. Electrek Lightning Round Honda's Electric SUV Success: Honda's Prologue EV is outpacing the Chevy Blazer in sales, signaling strong consumer interest. Saudi Arabia's Battery Push: The kingdom launches a tender for 8 GWh of battery storage, one of the largest in the world. Remote Work Reduces Emissions: A report finds Ottawa public servants working remotely produce 25% fewer emissions than office workers. The Energy Mix Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon or with YouTube Memberships to receive perks for supporting the podcast and our planet! PayPal Donate offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2024.
You don't need me to tell you how artificial intelligence (AI) is impacting the power grid; you can just ask AI. Claude, an AI assistant created by Anthropic, told POWER, “AI training and inference are driving unprecedented demand for data center capacity, particularly due to large language models and other compute-intensive AI workloads.” It also said, “AI servers, especially those with multiple GPUs [graphics processing units], require significantly more power per rack than traditional servers—often 2–4x higher power density.” So, what does that mean for power grid operators and electricity suppliers? Claude said there could be several effects, including local grid strain in AI hub regions, the need for upgraded transmission infrastructure, higher baseline power consumption, and potential grid stability issues in peak usage periods. Notably, it said AI data centers tend to cluster in specific regions with favorable power costs and regulations, creating “hotspots” of extreme power demand. Sheldon Kimber, founder and CEO of Intersect Power, a clean energy company that develops, owns, and operates a base portfolio of 2.2 GW of operating solar PV and 2.4 GWh of storage in operation or construction, understands the challenges data centers present for the grid. As a guest on The POWER Podcast, Kimber suggested the only way to meet the massive increase in power demand coming from data centers is with scalable behind-the-meter solutions. “These assets may still touch the grid—they may still have some reliance on the grid—but they're going to have to bring with them an enormous amount of behind-the-meter generation and storage and other things to make sure that they are flexible enough that the grid can integrate them without creating such a strain on the grid, on rate payers, and on the utilities that service them,” Kimber said. Yet, data center developers have not traditionally kept power top-of-mind. “The data center market to date has been more of a real estate development game,” Kimber explained. “How close to a labor pool are you? What does it look like on the fiber side? What does the land look like?” He said electric power service was certainly part of the equation, but it was more like part of a “balanced breakfast of real estate criteria,” rather than a top priority for siting a data center. In today's environment, that needs to change. Kimber said Intersect Power has been talking to data center companies for at least three years, pitching them on the idea of siting data centers behind-the-meter at some of his projects. The response has been lukewarm at best. Most of the companies want to keep their data centers in already well-established hubs, such as in northern Virginia; Santa Clara, California; or the Columbia River Gorge region in Oregon, for example. Kimber's comeback has been, “Tell us when you're ready to site for ‘Power First.' ” What “Power First” means is simple. Start with power, and the availability of power, as the first criteria, and screen out all the sites that don't have power. “To date, data center development that was not ‘Power First' has really been focused on: ‘What does the plug look like?' ” Kimber said. In other words: How is the developer connecting the data center to the power grid—or plugging in? The developers basically assumed that if they could get connected to the grid, the local utility would find a way to supply the electricity needed. However, it's getting harder and harder for utilities to provide what developers are asking for. “The realization that the grid just isn't going to be able to provide power in most of the places that people want it is now causing a lot of data center customers to re-evaluate the need to move from where they are. And when they're making those moves, obviously, the first thing that's coming to mind is: ‘Well, if I'm going to have to move anyway, I might as well move to where the binding constraint, which is power, is no longer a constraint,' ” he said.
In this episode, Our guest speaker Debmalya Sen discusses the rapid development of India's battery storage sector, despite starting late. India currently has a small installed capacity of 2 GWh but is targeting 200 GWh by 2030 to support its renewable energy goals. The government has introduced policies and incentives, such as energy storage obligations and waivers, to accelerate the industry. While India has made significant strides in electric mobility, particularly with two- and three-wheelers, challenges remain in areas like charging infrastructure and maximizing revenue from battery applications. India's efficient tendering process can serve as a model for other regions, but further investment in research and talent development is needed.
Today's show sponsored by: Goldco — 10% Instant Match in BONUS SILVER, for qualified JLP Show listeners Learn more at https://JesseLovesGold.com or 855-644-GOLD JLP Wed 10-23-24 Hr 1 God loves all. Migrants, cartels. Calls: ex-Dem! BQ. Taxes for evil. Supers // Hr 2 Calls: Irritating mother. Steelers game? JLP army story. Call: Revenge? // Hr 3 Manhood Hour, Calls: Family court. FE. BQ. Women? Supers, Calls // Biblical Question: Why do you need anyone else's approval? TIMESTAMPS (0:00:00) HOUR 1 (0:03:56) Don't believe in perfect peace, anger-free life, loving all (0:11:51) Election, Migrants, cartels, politicians, electric bills (0:21:06) LULU, FL, 1st: Dem voting GWH. BQ. Stay with it. (0:24:21) BOND Archive: God so loved the world (0:26:09) EARL HUTCHINSON, MI: BQ (0:31:51) BOND: Love one another. Books (0:34:06) HOUSTON, Canada: BQ, they employ me! (0:36:58) MO, TX, 1st, black man for Trump (0:41:31) PATRICK, MA: Money, Bible: Taxes finance evil, Bitcoin (0:48:56) Supers: Wayward son… (0:54:00) NEWS: McD's E. coli (1:00:58) HOUR 2: No, señor! Cartels (1:03:52) Sean living off the land (1:06:16) MAKA, South Africa, 1st: Face, forgive parents. Overwhelming (1:26:31) WENDY, OH: Gal on field at Steelers game? (1:30:19) GoldCo sponsoring JLP! (1:33:56) WENDY: Stop whining, people. Get out and vote. (1:37:26) Supers… Jesse military rejection story… Hake, too (1:46:31) JOHN, PA, 1st: Why no revenge? Coworkers (1:54:00) NEWS: Experts claim Kamala economy beats Trump's (1:59:00) HOUR 3 (2:02:43) Manhood Hour: Something special about Trump (2:04:21) JOHN: Good call. (2:08:33) ROBERT, NM: BQ, shooting birds, squirrels, taxes (2:14:12) ARI, Canada: Fathers in court (2:24:44) SARAH, AZ: FE, no proof (2:31:36) Hake, Joel, BOND, Nick had Bill cohost (2:33:06) ANDREW, MN, BQ, doing it for God? Woman's purpose? (2:42:51) Supers: Women; in your head (2:48:13) IVAN, CA, 1st: Child's mother breakup (2:53:31) EROC, Los Angeles, 1st, beating myself down: Call tomorrow (2:55:21) Closing
Induction-Range Stoves:Gas stoves have recently been in the news as a source of harmful pollutants in the home and generators of greenhouse gas. The adoption of energy-efficient induction-range stovetops could offer a solution. Induction cooktops use electromagnetism to generate heat from directly within cookware, preventing the levels of energy loss seen in conventional gas or electric cooktops. The U.S. Consumer Product Safety Commission is not coming for anybody's gas stove, despite a recent frenzy over concerns of bans on gas stovetops, so cooks around the country can pick the stove tops of their choosing. But as a handful of journalists have pointed out, the notion that gas stove tops are better for cooking than electric, really a matter of opinion, could have something to do with advertising investments by the American Gas Association. In fact, many chefs actually prefer induction cooktops to gas, and their environmental benefits are substantial. Induction stoves contain an electromagnetic coil that generates a magnetic field when turned on. That magnetic field creates metallic resistance from compatible cookware, generating heat from within itself. Conversely, conventional gas and electric stoves transfer heat to pots and pans through a flame or electric coil. In that heat transfer, energy is lost. Induction has an energy efficiency of 85%. Electric stoves and gas stoves are 75-80% and 32% energy efficient, respectively, making gas the least energy efficient stove type. Across the United States, only about 32% of households use gas ranges, but in some states, like California, the number is closer to 70%. Energy Star estimates that a widespread shift to induction ranges would collectively save the United States over $125 million in energy costs and over 1000 GWh of energy.Plug-in Induction-Range Stoves:While Induction stoves are highly energy efficient, and can save consumers money on their energy bills, the upfront cost can be significant. According to Consumer Reports, a typical induction stove can range from roughly $1000 to $4000. Their installation can sometimes require upgrades to the home's electrical wiring, which can add additional cost and complicates the process. Battery-powered induction-ranges like those in production by Channing Street Copper Company can be plugged in directly to standard electrical outlets. Plug-ins remove the complication of updating electrical panels or installing special high-voltage outlets, but they can be more expensive, costing consumers roughly $6000. However, a purchase of a standard induction or plug-in induction range may qualify consumers for rebates at federal and local levels. Sam Calisch is an engineer and scientist working on decarbonization and electrification. He is the co-founder of Channing Street Copper, where he leads technology development. For a transcript, please visit https://climatebreak.org/an-induction-range-no-rewiring-required/
Electricity from renewable sources provided for a third of total demand in September, according to provisional data from grid operator EirGrid. The majority of renewable electricity generated last month came from wind farms, which accounted for just under 29% of all electricity used in Ireland. Total generation from wind energy amounted to 776 GWh (Gigawatt hours) over the month, marking the second-highest September figure on record. Overall, renewables provided 33.5% of electricity in September. Some 72 GWh of electricity came from grid-scale solar last month, roughly on par with May's figure following successive strong months for solar generation in July and August over the summer. Grid-scale solar accounted for 2.7% of electricity in September. Overall, electricity system demand stood at 2,683 GWh for September. Gas generation accounted for 44% of all electricity used in September, with just under 16% being imported via interconnection, 5.5% coming from coal, and the remaining 2% from other sources. EirGrid is responsible for leading Ireland's transition to a low carbon future so that 80% of electricity can come from renewables by 2030, as set out in Government targets. Currently, the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time. This is known as the system non-synchronous penetration (SNSP) limit. EirGrid is aiming to further increase the SNSP limit. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "While solar generation was down from record highs during the summer, the September total was still higher than for any month last year, which signals the progress being made in connecting greater amounts of renewable energy to the national grid. Wind energy represented the vast majority of renewable generation last month, which demonstrates the continued centrality of this source of electricity for the power system."
FuturEnergy Ireland has submitted a planning application for its first battery storage project, Ballynahone Energy Storage, to Donegal County Council. The proposed Ballynahone Energy Storage project, the first of its kind in Europe, is designed to use iron-air battery technology capable of discharging energy at its full power output for up to 100 hours when fully charged. This first small 10MW project will be capable of storing 1 gigawatt-hour (GWh) of energy, which is more than half the energy capacity of Turlough Hill, while future projects in development will be capable of storing up to 8GWh. This new form of multi-day storage is made from some of the safest, cheapest and most abundant materials on the planet: low-cost iron, water and air. The principle of operation is reversible rusting: while the battery is discharging, it breathes in oxygen from the air and converts iron metal to rust; while the battery is charging, the application of an electrical current converts the rust back to iron, and the system breathes out oxygen. This breakthrough technology has the potential to absorb enormous amounts of surplus Irish renewable energy during times of high output and provide the renewable power back into the Irish grid system when it is needed most: for example, during extended periods of extreme weather, grid outages or low renewable generation. The battery will also simultaneously relieve grid congestion issues faced by wind and solar projects, reducing the need for new overhead power lines. This battery technology can provide reliability and resiliency to the country's grid system while delivering energy at a low cost. Paul Blount, Portfolio Director at FuturEnergy Ireland, says: "Ireland's power sector decarbonisation targets are among the most ambitious of any country globally. If we are to realise these ambitions, it is not enough to simply keep building more wind and solar projects. We need new technologies with the ability to time-shift very large energy volumes at low cost if we are to fully decarbonise our power system in a manner that is affordable for consumers. "Iron-air technology was selected by FuturEnergy Ireland following a robust procurement process. Based on the analysis completed by our team, we believe this technology has the potential to be a game-changer for the Irish power system. Form Energy, the US company behind this pioneering iron-air technology, is making a big impact in other energy markets. It will shortly commission a high-volume manufacturing facility in West Virginia and recently received funding of $147 million from the US Department of Energy towards an 85MW, 8.5GWh battery storage project in Lincoln, Maine, which will be the largest battery by energy capacity in the world when delivered." Once validated, the planning application will be available to view online at www.ballynahoneenergystorage.ie and at www.donegalcoco.ie. For more project information, please visit www.ballynahoneenergystorage.ie.
16th Sep: Blockchain DXB Podcast - https://shorturl.at/lTDqm
JLP Mon 9-9-24 Female Monday. Hr 1 Why America's never coming back: 1: No men. 2: Govt takeover. GA shooter's father arrested. // Hr 2 CALLS: God did not create evil. Parents, no love. Father to blame? Evil Gov't! Supers… MARK: ready to live? // Hr 3 Newsom veto. 2042 minority rule. Calls… Men, take over. Supers… Joel Friday defends his position… // TIMESTAMPS (0:00:00) HOUR 1 — Female Monday (0:06:36) 1: Men under attack. No head. Woman's mindset. (0:12:10) 2: Govt takeover. People go along with it. (0:17:51) Colin Gray charged… Govt: You're next! (0:31:28) Spiritual reasons? Sad day in America … (0:34:27) Bit by bit, govt controls the people. (0:38:14) Colin Gray: Son frustrated (0:40:07) Can't hit a woman! … (0:41:53) "Bullying"… (0:43:29) Father and son hunting… (0:47:59) Experts' female advice; govt doesn't care (0:52:35) ARISTOTLE, Greece… (0:55:00) NEWS… HOUR 2 (1:03:20) ARISTOTLE: God did not create evil. (1:07:47) JOHN, TX: Parents have no love, even Christians. (1:12:44) BILL, Atlanta, 1st, gay, pro-Trump. Father to blame? (1:22:31) Godless body of people (1:25:10) Govt can arrest you: Hake (1:28:12) Supers… Fire Joel! (1:31:28) Super: Watch thoughts! Distrust them! Church. (1:38:59) Super: Jesus already returned; Floodgate of destruction! (1:41:33) MARK, WA, 1st, 66: Ready to live? (1:55:00) NEWS… HOUR 3 (2:03:33) Newsom vetoed illegal home loan bill (2:07:22) Bad news: 2042, no racial majority (2:14:46) JOSHUA, NY: Manly raising… GWH! (2:21:33) PATRICK, Denmark: Financial collapse? No. Men take over. (2:23:31) JACOB, UT, 1st: Wanna be a father, responsibility (2:31:40) Subscribe here… (2:33:56) JACOB: Want for nothing. Forgive mother? "To-do list" (2:40:55) JAMEEL, Canada: Fathers arrested (2:44:09) Supers: Praying family… Forgive; Joel; Work on self (2:48:29) Joel Friday: Arrest the parents! Supers… (2:56:21) Closing: Wake up. Forgive.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.We're almost through the week, and we've got Steve Greenfield back with us today to help us understand why dealers are feeling a little pessimistic about Q3. Plus we'll discuss how Japan is investing heavily in EV battery production and have a little bit of nostalgia about a historic Mustang.Show Notes with links:Franchised dealers grew more pessimistic going into Q3, with a Cox Automotive poll revealing concerns about interest rates, the economy, and election uncertainty. The Dealer Sentiment Index fell below 50 for only the third time in its seven-year history, indicating negative expectations for the near future.Dealers rated their three-month outlook at 49, down from 52 the previous quarter, signaling waning confidence.Interest rates (67%), the economy (53%), and political uncertainty (49%) were the top concerns affecting franchised dealers.Jonathan Smoke said that with the exception of interest rates, today's economy suggests that the SAAR should be 17 million given demand. However, it currently sits at 15.4MProfitability also dipped, with dealers reporting a score of 43, well below pre-pandemic levels."To say that profits are today worse than they were before, I think, is thinking beyond new-vehicle gross margins and thinking about the other expenses that dealers have that are still being impacted by inflation and higher costs and higher interest rates, which make it very expensive to hold inventory," Smoke saidJapan is investing heavily to secure its electric vehicle battery supply chain, offering up to 350 billion yen ($2.4 B) in subsidies. The funding will boost production for companies like Toyota, Nissan, Mazda, Subaru and Panasonic, aiming to increase the nation's storage battery capacity by 50%.The combined investment from the four automakers, along with Japanese government subsidies, totals over ¥944.6 billion ($6.58 billion)The goal is to increase Japan's battery production capacity from 80 GWh to 120 GWh annually.Toyota is leading Japan's EV battery push by developing next-gen solid-state and performance lithium-ion batteries, with plans to start production by 2026, Subaru and Mazda will partner with Panasonic for cylindrical lithium-ion battery production, while Nissan plans to produce lithium-iron-phosphate batteries for mini-EVs by 2028."We hope these efforts will strengthen Japan's battery industry," said Ken Saito, Minister of Economy, Trade, and Industry.Bill Ford and Jay Leno took a trip down memory lane in a classic piece of automotive history—the original pace car from the 1964 Indianapolis 500. Featured on Leno's YouTube show, the two discussed the significance of the car and its connections to the Ford family.The car was built in the first hour of Mustang production, and Bill Ford recently became its fourth owner after a friend spotted it at a showBill's uncle, Benson Ford Sr., drove the pace cHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
Last month saw record amounts of renewable energy produced for August, provisional data from grid operator EirGrid shows. Around 898 GWh (Gigawatt hours) of electricity was generated from grid-connected windfarms in August, the highest ever figure recorded for that month. This provided for 34% of electricity used in Ireland, representing an increase from the previous August record of 867 GWh set last year. Meanwhile, grid-scale solar power surpassed the historic 100 GWh mark for the second month in a row in August, with the figure of 103 GWh of electricity produced accounting for 3.9% of demand last month, falling slightly behind the all-time record set in July. Overall 40% of electricity used in August came from renewables, with total electricity system demand standing at 2,639 GWh for the month. Gas generation accounted for 37% of all electricity used in August (977 GWh), with 18.6% being imported via interconnection (492 GWh), 3% coming from coal (78 GWh), and the remaining 1% from other sources. EirGrid is responsible for leading Ireland's transition to a low-carbon future so that 80% of electricity can come from renewables by 2030, as set out in Government targets. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "While we had a bit more wind power on the system compared to August 2023, the amount of solar energy generated for the grid almost doubled from the same month last year, which shows the rate of progress we're seeing in integrating different types of renewables onto the electricity grid." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
JLP Fri 8-23-24 Get-it-off-your-chest Friday! Created to serve? MHM: Theodore Roosevelt! Hr 1 Tax-funded group: $30K for non-citizens! JOSH: BQ; blacks created to serve whites? Supers… // Hr 2 JAY: TX going blue. SARAH: Mother turned me into her. Trump's life threatened. JESSE: sleep scared. // Hr 3 Men's History: Theodore Roosevelt! KENNY got neutered! Supers… Joel: Created to serve? JAZZ disobeys boyfriend… Supers… // Biblical Question: What's going on on Earth? TIMESTAMPS (0:00:00) HOUR 1 (0:04:27) Express Yours Friday: Grandmothers raising children, selfish mothers (0:06:59) Go within, live from there. Have no fear. (0:09:57) Tax-funded group: $30K to non-citizens. CA, OR, TX turning blue (0:20:20) JOSH, GA, BQ: Good, bad, ugly, walking on water (0:23:32) JOSH believes blacks created by God to serve whites (0:32:02) Announcements… TFS, Anthony Rogers… (0:35:16) Hake/Josh, SUPERS: Ronnie, Anchor Baby, BQ, thinking/seeing (0:50:15) JAMES, SD: BQ; thoughts going crazy (0:55:00) NEWS … HOUR 2 (1:02:39) Express Yourself: Joel term "boss babes." (1:05:55) JAY, TX: Colombian at DNC; Texas turning blue. Fighting back? (1:15:43) SARAH, MS: Wisdom. Prayer. (1:21:36) SARAH: Know thyself. Mother turned me into herself. (1:32:00) Announcements: PunchieTV, Uncle Tom II free on YT! (1:35:40) Concerned for Trump: Man in custody who threatened his life. (1:41:00) JESSE, MN, 1st: Sleep scared, wake up in a rut (1:43:58) JESSE: Why haven't you dropped anger? NGMI, trying to write a book (1:48:55) JESSE: Just like your mother! She tries! Forgive (1:50:50) Supers… whites, Noise and lies in my head, Irish, (1:55:00) NEWS… HOUR 3 (2:04:35) Men's History: Theodore Roosevelt, thank you! (2:14:25) They don't make 'em like that anymore. (2:15:25) KENNY, CO, 1st: You right on custody fights (2:19:10) KENNY: If you want to win, stop fighting. Got neutered! (2:21:50) KENNY on BQ: Pure hell. Was a boxer. (2:24:17) Supers: Be that as it may. JLP Donahue. Slap! (2:31:44) Announcements (2:34:41) Joel's shirt, Nick's (2:38:07) Joel: created to serve? Black quarterbacks? Michael Jordan? (2:44:50) JAZZ, MN, 1st, boyfriend told me to call. Issues… Disobeys. (2:47:15) JAZZ: Forgave mother! Drop the anger. GWH! (2:52:13) Supers: Mixed foster kids? Whites pushed around, etc. (2:57:28) Closing
JLP Wed 8-21-24 A deal with the Devil! Hr 1 Doug Emhoff praises Kamala. Neighbor kills man by yard. SERG: Daughters leave home? RENE: Entertainers sold their souls. JADEN, hold. // Hr 2 JADEN: Emotional deception in sales. OVIDIU: Thoughts, emotions. Supers… RAY: Judging an illusion. DANIEL: Wife hates the new real me. // Hr 3 It's cold! Manhood Hour. DANIEL welcomes truth. GALAHAD: BQ. ANNE MARIE (sp): Drop hope. BINIAM: Why Trump a great hope? Supers… CONOR: Dem family. BLAKE: Great polos. JOSHUA: More aware alone. // Biblical Question: What is going on on Earth? TIMESTAMPS (0:00:00) HOUR 1 (0:04:16) JLP: Spiritual battle. Govt lies, pushes fear, does nothing. (0:12:22) Doug Emhoff praises mama and Kamala: "blended family" (0:21:16) Evil encouraged: Neighbor allegedly murders man (0:31:35) Alpha Jerky, Hake, Joel, Nick (0:35:06) SERG, TX: Daughters leave at 18? (0:38:36) RENE, TX: Why celebrities liberal? Deal with the Devil! (0:41:21) RENE: All human beings want power. DNC for abortion (0:44:11) You're not in control. (0:47:31) JADEN, CA: Fear… door-to-door sales… (0:55:00) NEWS… HOUR 2 (1:02:53) Raise daughters well. Good old days, they'd stay home. (1:04:21) JADEN: Cries as a salesman. Sell with the aura of God. (1:07:26) OVIDIU, Romania: Overcome thoughts. 99-pct white. Gypsies? (1:16:41) OVIDIU: Prayer. Emotion: Don't call it you. Endure. (1:20:55) Supers: BQ, Counseling, Actors' politics, Watching thoughts? BREAK (1:33:26) RAY, NJ, 1st: spectacular show yesterday. It's all an illusion. (1:35:21) RAY: Devils hate human beings, but say they love you! Friendly evil (1:38:01) RAY: I'm judging an illusion. Don't know possessed: All an act. (1:41:31) DANIEL, TX: Wife thinks me the problem; Quiet confidence, prayer (1:46:35) DANIEL: Wife wants to leave or psychologist. (1:51:35) DANIEL: Nothing more important than the truth. Let her go. HOLD (1:55:00) NEWS… HOUR 3 (2:02:06) Are you cold? Hake! MANHOOD HOUR: Throwback (2:06:06) DANIEL: Don't try to convince wife. Let 15yo son. It's clear. (2:11:51) JLP: Invite the truth in. (2:12:23) GALAHAD, NY: BQ (2:16:56) ANNE MARIE, CA… optimistic? (2:21:18) ANNE MARIE: Drop your hope. Hope is for dopes. (2:22:41) ANNE MARIE: Perfect peace. Masses have fear. (2:24:16) ANNE MARIE: Heart attack… (2:27:30) BINIAM, CA, 1st: GWH? Our hope is in God! HOLD (2:31:31) PunchieTV… Nick's baby coming home. (2:34:41) BINIAM: Why is Trump a great hope? God, send great leaders. (2:38:46) BINIAM is a leader, engineer, African, God's will (2:42:21) Supers: BQ. Mercy or Grace? Women, weak men, Color Purple (2:47:11) Supers: Most don't want out. We sick. Gypsies… (2:48:51) CONOR (sp), Chicago: Dem family, Dad voting Kamala? Darkness. (2:51:29) Oops, I hung up on Jay! (2:52:21) BLAKE, OH, 1st: Doing great. Love your polo shirts. (2:53:06) JOSHUA, WA, 1st: Why easier to be aware alone? Unconscious. BQ (2:54:46) JAY, CA, 1st: call tomorrow! Sorry! (2:55:36) Closing: Work on you.
Negli ultimi tre anni, il prezzo dell'energia è schizzato alla stelle, complici la ripartenza dopo la pandemia e l'invasione russa in Ucraina. Ma iniziano a registrarsi elementi di normalizzazione. Alla luce dei dati diffusi da Unem (Unione energie per la mobilità) lo scorso mese, la bolletta energetica in Italia è scesa del 42%. Alla base c'è un mix di fattori costituito dai minori consumi di energia indotti da condizioni climatiche favorevoli e dal contesto macroeconomico in rallentamento, oltre che dalle quotazioni in calo. Risultato: la fattura energetica italiana, che quantifica il saldo tra la spesa per l'energia importata e le entrate derivanti dall'export, si è attestata nel 2023 a circa 66,5 miliardi, con un calo di 47,8 miliardi rispetto all'anno prima. Quando, sotto la spinta della crescita dei prezzi del gas, l'asticella ha raggiunto il picco storico di 114,3 miliardi di euro. Si tratta di livello più alto rispetto agli anni immediatamente precedenti (nel 2021, per effetto del Covid, la spesa è scesa fino a 23,4 miliardi) ma non molto dissimile dal valore di undici anni fa (64,9 miliardi). E il minore esborso sul 2022 è stato determinato, per l'84%, dal dimezzamento dei costi sostenuti per il gas (-54% rispetto al 2022 per gli approvvigionamenti dall'estero) ed elettricità (-51% per l import dagli altri Paesi). Mentre, guardando al 2024, le previsioni quantificano in circa 56 miliardi (10 miliardi in meno del 203) la spesa da sostenere per l approvvigionamento energetico della penisola. In generale il gas incide per il 35% sul mix complessivo e seconda fonte alle spalle del petrolio. Passando alla rinnovabili, emerge che nei primi sei mesi del 2024 la produzione da fonti rinnovabili (+27,3% rispetto al primo semestre 2023) ha superato per la prima volta la produzione da fonti fossili, che ha registrato una flessione del 19% rispetto allo stesso periodo del 2023, con una ancor più marcata riduzione della quota di produzione a carbone (-77,3%). A maggio 2024 hanno coperto il fabbisogno di elettricità con una quota del 52,5% (contro il 42,3% del maggio 2023). È il valore mensile più alto di sempre. Un primato determinato principalmente da due fattori: la produzione record dell'idroelettrico (+34,7%, in ragione delle fortissime precipitazioni piovose e nevose degli ultimi mesi) e il nuovo passo in avanti del fotovoltaico (+36,3%) e dell'eolico (+10,5%). L'incremento del fotovoltaico (+1.062 GWh) è dovuto all'aumento di capacità in esercizio (+669 GWh) e al maggior irraggiamento (+393 GWh), a loro volta proliferati grazie al Superbonus. Capacità che, per quanto riguarda tutti gli asset green, nel 2024 è cresciuta di 3,015 GW (+42% rispetto a un anno fa): ci sono tutte le premesse per battere i 5,7 GW del 2023, anche se i target Pniec - circa 10 GW l'anno per rispettare la tabella di marcia al 2030 - sono ancora distanti. Lo scorso mese la domanda di energia elettrica italiana è stata soddisfatta per l'84,7% dalla produzione nazionale e per la quota restante (15,3%) dal saldo dell'energia scambiata con l'estero. Parlando di rinnovabili, bisogna segnalare che questo è un anno di svolta per le comunità energetiche rinnovabili perché lo scorso gennaio è stato approvato il decreto tanto atteso e, un mese dopo, sono state pubblicate le linee guida messe a punto dal Gse e approvate dal ministero dell Ambiente e della Sicurezza energetica. Ne parliamo con:Luigi De Paoli, Professore di Economia e politica dell'energia e dell'ambiente all'Università BocconiAlberto Clò, direttore responsabile della rivista "Energia" ed ex ministro dell'Industria e del commercio con l'estero nel governo tecnico presieduto da Lamberto DiniGelsomina Vigliotti, vicepresidente della Bei (Banca europea per gli investimenti)Franco Bernabé, presidente di Techvisory ed ex amministratore delegato di Eni e TelecomDavide Tabarelli, presidente e fondatore di Nomisma EnergiaClara Poletti, componente del collegio dell'Arera (Autorità di Regolazione per Energia Reti e Ambiente)
Ireland's electricity grid recorded spikes in demand during some of the summer's biggest sporting events, data from the transmission system operator EirGrid shows. Last month's All-Ireland football and hurling finals both saw increases of around 80 Megawatts (MW) in electricity demand at points during the GAA showpiece events. The biggest increase during both games was seen at half time, with demand rising again by 70 MW after the end of the first 70 minutes during Clare and Cork's pulsating encounter in the hurling final. A further spike of 60 MW was seen shortly following the trophy presentation in the Armagh Galway football final. Peak electricity demand on both Sundays stood at between 3650 MW - 3750 MW, with usage rising noticeably during brief time windows corresponding with stoppages in play during the games as other appliances such as kettles are switched on. A further spike of around 80 MW was seen shortly after full time in the European Championships football final between Spain and England. Other major events which did not feature defined breaks and which took place over either a shorter timespan, such as Olympic races involving Ireland's swimming medallists Mona McSharry and Daniel Wiffen, or over a longer period such as the Olympics opening ceremony did not reflect the same defined spikes in activity. EirGrid operates and manages Ireland's high-voltage transmission system, with electricity then taken from the transmission system and supplied to properties including homes and businesses through the distribution system, operated by ESB Networks. Latest provisional data published by EirGrid today shows that 28.7% of electricity used in Ireland during the month of July came from renewable sources. The amount of electricity generated from grid-scale solar reached another new peak of 118 GWh (Gigawatt hours) across the month, meeting 4.5% of electricity demand, up from the previous record of just over 100 GWh in June. July also saw a number of new peaks recorded for grid-scale solar activity for a one-minute period, with a series of records set and subsequently broken between the 25th (663 MW) and 31st (733 MW) of July. Gigawatt hours (GWh) values reflect energy usage over a longer period of time, while Megawatt (MW) values reflect point-in-time peaks. More than 21.5% of all electricity used in July came from wind farms, with a total generation of 569 GWh for the month. The remainder of the 28.7% renewables total came from a range of other sources, including hydropower and biomass. Overall electricity system demand stood at 2,647 GWh for July. Gas generation accounted for 44.6% of all electricity used over the month, with 20% being imported via interconnection, 5.5% coming from coal, and the remaining 1% from other sources. EirGrid is responsible for leading Ireland's transition to a low carbon future so that 80% of electricity can come from renewables by 2030, as set out in Government targets. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "Solar power had another strong month on the electricity grid in July, and this trend will be of increasing importance over the coming years so that we can rely on a reasonably steady supply of renewables at different times of the year."
JLP Mon 7-15-24 Experts and callers react, and talk about their personal lives! Hr 1 Experts on the attempted assassination of Trump, and the "bullied" weasley suspect. Fake? Hr 2 Calls: Christina won't pray, disobeys husband, angry at dad! … Ben prays for the nation. Supers… Hr 3 Assassination attempt. Calls: Dawn, an evil mother, had an evil mother. Trump classified docs case dismissed! Supers… Whose fault is the shooter's actions? TIMESTAMPS (0:00:00) HOUR 1 - New BQ, Female Monday (0:06:45) Attempted Assassination on GWH (0:12:10) Suspect: Thomas Matthew Crooks (0:15:15) Experts intro, Joel's short hair (0:17:45) Nick, Joel, Hake thoughts (0:25:25) First thoughts: Joel, Nick, did Hake cry? BREAK (0:31:25) Hake didn't cry (0:32:56) JLP: Not surprised, Trump loves the country (0:36:06) Suspect "bullied," Signs, Pushing anger as good (0:42:41) NIGEL, TX: He didn't get shot in the ear, blood (0:47:21) People's minds, thinking it's fake, Lies (0:52:31) CHRISTINA, GA, 1st, HOLD (0:54:51) NEWS Hr 1 … HOUR 2 (1:03:46) CHRISTINA: Forgave? Not praying. Who are you? (1:13:26) CHRISTINA: disobeys husband; No limit to destruction of anger (1:20:06) DALTON, WA, 1st, great call on growing up, working, taking care of self (1:27:31) BEN, MI, 1st, Pray for nation? BREAK (1:33:16) BEN: Why pray for nation when it doesn't work? "Minister" (1:42:27) BEN: Praying — interrupted… Amen. Ever angry? (1:45:56) Supers: GWH Trump, Stay present, Watch, BQ Hope? Conspiracies (1:54:51) NEWS Hr 2 (1:59:46) HOUR 3 (2:03:51) Overview of the Attempted Assassination (2:06:55) DAVID, OH, 1st, says he was at the rally (2:11:25) JOSH, GA: BQ (2:13:35) DAWN, OH, 50, ex drug addict, mother's spirit in son (2:23:05) DAWN: All yearn for father; Seeing evil. Silent Prayer, Oh s***! (2:28:10) BOBBY, IN, 1st, white and slow, BREAK (2:33:50) JERRY, GA, peace unmarried? Trump, seems fake! Black reaction (2:42:34) Elon Musk, Secret Service, Trump classified docs case dismissed! (2:45:31) Supers: Trump, Who's to blame for shooting? (2:51:00) PAUL, CA, 1st, wants counseling, call BOND 323-782-1980 (2:53:03) Closing
Calls: Segregation vs division. Miseducation of young people! Terrible crime going on. Hake soccer. Jordan Peterson vs Nick Fuentes. The Hake Report, Monday, July 8, 2024 AD TIME STAMPS * (0:00:00) Start / Topics: Heat, Chicago, Soccer, JBP * (0:04:58) Hey, guys! GWH tee * (0:06:35) MARK, CA: Baton Rouge, St George City, crime * (0:15:07) MARK: Dylan Burns, Putin, Russia, Ukraine * (0:20:35) JOE, AZ: Discrimination against the law! * (0:23:20) JOE: Frederick Douglass, great man! Trump not so * (0:30:44) JOE: SAC, Ogden, UT * (0:34:15) JONATHAN, IN, 1st, single mothers, education, MLK, rapper * (0:42:20) DEREK, TN: Church, Disappear, Wait and see * (0:54:06) Coffee: Idaho, parents, libraries, under 18 rules * (0:56:56) Coffee: JLP BQ, Attack back? Trump? Hake? * (1:02:54) Rumble, IG: love blacks; Ogden, UT; Oregon anger counselors * (1:04:40) WILLIAM, CA: Crime, racism, businesses, "independent" * (1:13:40) Hake played soccer * (1:16:20) JBP, Mikhaila Peterson, J accomplishments, hate speech, NJF * (1:26:05) Shmorn, Alvin Goldstein alleged quote * (1:29:14) DAVID, FL: Confronting crime? Biden out-of-it? * (1:39:27) FREDERICK, CA: Big Bill, Chicago, UK, Jews, Palestine * (1:46:14) DEAN, NC: Y'all regurgitate the gospel selectively * (1:49:29) Last supers, closing* (1:54:06) Stop it (Trump remix) - placeboing LINKS BLOG https://www.thehakereport.com/blog/2024/7/8/the-hake-report-mon-7-8-24 PODCAST / Substack Hake News from JLP https://www.thehakereport.com/jlp-news/2024/7/8/hake-news-mon-7-8-24 Hake is live M-F 9-11a PT (11-1CT/12-2ET) Call-in 1-888-775-3773 https://www.thehakereport.com/show VIDEO YouTube - Rumble* - Facebook - X - BitChute - Odysee* PODCAST Substack - Apple - Spotify - Castbox - Podcast Addict *SUPER CHAT on platforms* above or BuyMeACoffee, etc. SHOP Spring - Cameo | All My Links JLP Network: JLP - Church - TFS - Nick - Joel Get full access to HAKE at thehakereport.substack.com/subscribe
JLP Tue 7-2-24 Hr 1 Hail, King Trump! Hr 2 Calls… Joe Biden a token Hr 3 Nick: Parents make babies overreact! Calls… Think you'd be shut down if you were white? Broken up over father's marital suffering. New Biblical Question: Why do you attack back when someone attacks you? (0:00:00) HOUR 1 – New BQ! (0:06:29) JLP: I want what The Great W Hope has (0:15:25) Ladies, don't tell your business; Rejoicing in others' suffering (0:18:46) Immunity: Hail, King Trump! (0:23:14) Biden, Sotomayor, Media hate (0:28:20) Happy WHM to the GWH! … BREAK (0:31:34) Song, Everyone possessed: Thoughts, emotions unnecessary! (0:35:57) JASON, Buffalo: classified documents, infer he's above the law (0:42:50) JASON: JLP sings: What a friend we have in Trump (0:44:10) JONATHAN (sp) Oklahoma: A lil off… (0:45:33) PAT, NH (1st) Are you Rev Sharpton or Jackson? HOLD (0:46:35) Supers: Marriage trouble, finding a woman? (0:54:59) Hake News Hr 1 (1:00:34) HOUR 2 (1:04:54) JD, NH: BQ; "You're evil" church confusion. Decisions BQ idea (1:10:38) Supers: Seek the Kingdom; Trump; Ladies' business; Crime (1:21:49) JULIE, CT (1st) forgive, pray, mad husband won't lead (1:31:24) Country & Western Tuesday, Announcements (1:34:08) JULIE: Take your eyes off your husband! Judging him (1:40:34) JAMES, SC (1st) Adults don't grow up, easy life: Hard times (1:45:35) Biden staying? Up to wife Jill! Evil! Joe a token! Sis (1:49:41) Supers: BQ, JLP sings, Keep watching (1:54:59) Hake News Hr 2 (2:00:00) HOUR 3 (2:03:40) Parents pretend to smack babies' back of head for reaction: Nick (2:09:37) JAMES, MO: Compliments, sticking up for what's right (2:10:46) AMAN, India, asked God for rain. Can't test God! Unclear Q… (2:14:59) CHRISTINE, Mexico: on sin and anger (2:21:12) AMAN: Devil is weak, no power. Watch the thoughts (2:24:42) KEVIN, PA: If you were white, think you'd get canceled? BREAK (2:33:49) KEVIN: All thoughts lies. I think, therefore I exist! How you know? (2:39:15) KEVIN: Do you create your own thoughts? Ok, I'm gonna get going! (2:40:14) VANESSA, CA: Female friend's kid on mother's anger (2:44:56) Supers: Cowboy, Prayer, white babies, temptations, BQ (2:49:58) POPE, GA: Parents divorcing? Mother ran around. Dad beta. Anger
5x growth in five years: Convergent energy is overseeing $1 billion worth of energy storage development.Managing intermittent energy supply is a crucial part of the energy transition. When the wind doesn't blow, or the sun doesn't shine, we need a backup. Across two days of the Solar & Energy Storage summit, industry leaders and analysts explored the newest technology providing that service. Peter Cavan is Senior Vice President of Market Development at Convergent. They finance and manage all aspects of on-site renewable energy development and operations to significantly and sustainably lower electricity bills for the industrial sector, electric cooperatives, and municipal utilities, and investor owned utilities. Peter joins David in the SESS podcast studio to discuss the future of energy storage and the trends in the market. Convergent has over 800 MW of storage and 1 GWh of solar-plus-storage capacity operating or under development. How has their approach to storage evolved over the past decade? How are utilities integrating distributed storage into their operations? And where does Peter see the next big innovation in the sector coming from? To wrap up our SESS 2024 coverage, David brings you everything you need to know about distributed energy storage.For more information from our sponsor Convergent Energy and Power on their industry-leading battery storage and solar solutions, please go to convergentep.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri 5-31-24: Callers including blacks react to Trump "guilty" verdict. Trump losing energy? Globe Earth drawing revisited. The Hake Report, Friday, May 31, 2024 AD TIME STAMPS * (0:00:00) Topics: Trump "guilty" * (0:01:25) Hey, guys! GWH Trump (JLP tee) * (0:06:15) KEITH, IL: same Dems did evil in history; boycott; Trump, Biden * (0:17:59) ELIAS, TX: Lilith LGBT stuff, Adam black, Eve white * (0:24:39) CJ, TX: Lilith, Gnosticism, thrown away Christianity * (0:28:50) JAIME, MN: Barabbas, Roman rule, riots, horror * (0:36:44) JAIME: Communist subversion, Coming back a long haul * (0:40:42) Yes, Trump taking it like a champ; do not be dismayed * (0:44:36) HADEN, TX: Chicago blacks matter. Don't care about fairness. * (0:50:12) MICHAEL, Canada: Mark, Joe, Terri? Adam, Thomas * (0:56:32) Starflyer 59 - "Play the C Chord" (1999, Everybody Makes Mistakes) * (1:01:31) Super: Barabbas was Jesus too * (1:02:34) Coffee: Movies from history * (1:04:47) Coffee: John 5: 2-9 healing at the pool, mind * (1:07:21) Super: Joe helps kids, lies to souls * (1:09:06) Coffee: Catholic priest on the beach? * (1:10:11) Super: Middle class blacks * (1:11:29) Coffee: Guilty verdict exposed! * (1:12:54) Coffee: Hake art segment? * (1:14:17) Coffee: Trump trial, anime twist, reason for everything * (1:15:00) MARK, CA: Jesus Shroud of Turin, BHI, Joe bashing * (1:20:25) MARK: Shroud of Turin real? More Joe criticism * (1:23:39) FLOR, Guatemala: Americans on Trump verdict (cut off) * (1:24:43) WILLIAM, CA: Long time! Democrat for Trump! * (1:30:52) FLOR back: Trump charges? Evidence? BLM in England * (1:35:14) FLOR: Satan god of the world, Indigenous racism * (1:37:50) Rumble: Mildly attractive, Globe earth diagram, FE portrait * (1:42:00) Coffee: Don't know or care about Trump trial specifics * (1:44:56) Super: Snake handling, Matt 6: 2-5 * (1:46:01) JOHN, NY: Hassan down, blacks, Mark, Left power * (1:51:35) ROBERT, IL: YesGunner, Trump losing spark, keep moving * (1:53:49) STEVEN, MD: T-shirt, GWH * (1:56:02) MAZE, OH: Poor, uneducated, Trump, ex-mayor story(?) * (1:58:30) Adriana - "Listen to Hake News" BLOG https://www.thehakereport.com/blog/2024/5/31/the-hake-report-fri-5-31-24 PODCAST / Substack HAKE NEWS from JLP https://www.thehakereport.com/jlp-news/2024/5/31/trump-guilty-hake-news-fri-5-31-24 Hake is live M-F 9-11a PT (11-1CT/12-2ET) Call-in 1-888-775-3773 https://www.thehakereport.com/show VIDEO YouTube - Rumble* - Facebook - X - BitChute - Odysee* PODCAST Substack - Apple - Spotify - Castbox - Podcast Addict *SUPER CHAT on platforms* above or BuyMeACoffee, etc. SHOP Spring - Cameo | All My Links JLP Network: JLP - Church - TFS - Nick - Joel Get full access to HAKE at thehakereport.substack.com/subscribe
Interview with Martin Stein, CFO of Altech Batteries Ltd.Our previous interview: https://www.cruxinvestor.com/posts/altech-batteries-asxatc-2-feasibility-studies-due-q4-batteries-and-anodes-4125Recording date: 22nd May 2024Altech Batteries (ASX:ATC) is an emerging player in the rapidly growing grid storage industry, offering investors an attractive opportunity to gain exposure to the global transition to renewable energy. The company is commercializing an innovative sodium-ion battery technology that provides compelling advantages in safety, sustainability, and cost compared to incumbent lithium-ion solutions.Altech's batteries utilize abundant, non-flammable materials like sodium chloride (salt), avoiding the supply constraints and price volatility associated with scarce metals such as lithium, cobalt and graphite. The company's proprietary solid-state design enables fire- and explosion-proof operation across a wide temperature range, with expected lifespans exceeding 15 years. These attributes make Altech's batteries ideally suited for grid storage applications.The market for grid-scale batteries is expanding at a rapid 28% compound annual growth rate, as intermittent renewable energy sources like wind and solar require storage capacity to align supply with demand. Altech is initially targeting utility providers in Germany that are at the forefront of the energy transition. The company aims to secure offtake agreements for 100% of production from its 120 MWh solid state sodium chloride battery production facility to produce 1MWh GridPacks for the European grid energy market, laying the groundwork to scale up to multi-gigawatt-hour capacity.To fund the approximately €170-180 million required to construct this initial facility, Altech intends to pursue a mix of equity, green bonds, and government grants/subsidies. The company has already raised A$3.7 million from its existing shareholders to advance its commercialization plans, and is making steady progress towards a final investment decision. Construction is slated to begin in 2025, with first battery shipments expected in 2027.While Altech is laser-focused on the utility-scale opportunity in Europe, management sees substantial potential to deploy its batteries across diverse applications and geographies longer-term. The company envisions replicating its modular production facilities in other markets like the U.S., and notes that wherever renewable energy is generated, batteries will be needed to store it. Altech has already received inbound interest from sectors ranging from agriculture to real estate.Investors should weigh several key risks, including Altech's ability to secure binding offtake agreements and assemble the full financing package for its initial plant. Bringing new battery chemistries from concept to commercial scale is also a complex undertaking. However, management has substantially de-risked the technology and is making tangible progress on the critical milestones to reach first production.By scaling up its novel sodium-ion battery production capacity ahead of the competition, Altech can drive down costs and entrench a strong market position as the inevitable shift to renewables-plus-storage accelerates. With an addressable market projected to reach well over 100 GWh annually by 2030 in Europe alone, Altech's upside potential is compelling for investors with a long-term horizon.View Altech Batteries' company profile: https://www.cruxinvestor.com/companies/altech-batteriesSign up for Crux Investor: https://cruxinvestor.com
Nell'area Ue+Efta+Uk le immatricolazioni di auto elettriche sono aumentate del 14,4% a 144.656 unità. Unica tipologia di motorizzazione in calo è stata quella diesel (-0,8% a 124.943 unità), mentre la migliore performance è stata messa a segno dalle auto ibride (+29,1% a 318.854 unità). Si tratta a tutti gli effetti, però, solo di un rimbalzo: se nel 2023 nel periodo gennaio-novembre ha visto le auto elettriche raggiungere il 14,2% di quota di mercato e consolidare il sorpasso sul diesel (al 12,2% di market share), in questo mese le elettriche sono scese all'11,9%. Quindi i consumatori europei sono ancora molto dubbiosi su questa motorizzazione. A complicare l'aumento dell'elettrico nel Vecchio continente potrebbe presto arrivare anche una vera e propria guerra commerciale. Dalla Cina infatti segnali di reazione alle mosse Usa sui dazi, ma a risentirne sono soprattutto i titoli di big europee come Porsche, Bmw -1,39% e Mercedes-Benz Group -1,16%. Un esperto dell'ente governativo di ricerca sul settore automobilistico ha dichiarato al quotidiano cinese Global Times che la Cina dovrebbe aumentare i dazi sulle importazioni di auto premium alimentate a benzina, fino al 25%, dato che il Paese si trova ad affrontare un forte aumento dei dazi statunitensi (fino al 102,5%) sulle importazioni di auto e forse ulteriori dazi per entrare nell'Unione Europea. Anche se proprio ieri la presidente della Commissione, Ursula von der Leyen si è espressa in modo molto prudente, in merito. Incidono ovviamente i forti dubbi tedeschi. Nelle ultime settimane si sono moltiplicate le prese di posizioni dell'industria dell'auto soprattutto tedesca e di esponenti politici, sempre tedeschi (a cominciare dal cancelliere Olaf Scholz), che indicano la necessità di non perseguire una risposta commerciale colpo su colpo verso Pechino. L'industria tedesca dell'Auto basa un terzo circa del suo business sul mercato cinese. La Francia è, invece, dichiaratamente a favore di una stretta. Anche i paesi interessati agli investimenti cinesi nel proprio territorio temono ritorsioni commerciali da parte di Pechino. Esemplare il caso ungherese. Qui i leader mondiali delle batterie per auto, CATL, e delle auto elettriche (includendo veicoli a batteria e ibridi plug-in), BYD, stanno realizzando importanti impianti di produzione. Per CATL si tratta di un investimento da oltre 7 miliardi di euro, per la più grande gigafactory europea (100 GWh). Ne parliamo con Alberto Annicchiarico, Il Sole 24 Ore.Corepla, riflessioni sull'evoluzione del packagingOggi nella sede della Pontificia Accademia delle Scienze e della Pontificia Accademia delle Scienze Sociali (Casina Pio IV) di Città del Vaticano, Corepla ha organizzato l'evento "Dalla Laudato Sì al futuro della Casa Comune, riflessioni tra Scienza ed Etica sull'evoluzione del packaging". Tra i protagonisti presenti, il presidente di Corepla Giovanni Cassuti, il Cardinale P. Turkson, Lara Ponti in veste di imprenditrice (proprio il giorno successivo sarà nominata vicepresidente Confindustria con delega alla sostenibilità). Corepla, il Consorzio Nazionale per la Raccolta, il Riciclo e il Recupero degli imballaggi in plastica ha raggiunto degli eccellenti risultati dal 1997 ad oggi, sensibilizzando concretamente i cittadini verso la cultura circolare, il riciclo e il recupero degli imballaggi in plastica. Oggi il Consorzio è all apice di una grande filiera di imprese consorziate (quasi 2.500 imprese tra produttori, trasformatori, auto-produttori e riciclatori-recuperatori) e di un sistema che svolge un ruolo economico e sociale prezioso per il nostro Paese. E fa parte di un sistema molto virtuoso che permette all'Italia è leader nella Ue nell'economia circolare. Nel 2022 ha riciclato l'83,4% della totalità dei rifiuti (urbani e speciali). Un tasso di riciclo di oltre 30 punti sopra la media della Ue (52,6%) e ben superiore a tutti gli altri grandi Paesi europei, come Francia (64,4%), Germania (70%), Spagna (59,8%). Un risultato che però, secondo l'associazione, potrebbe essere messo in pericolo dalle nuove iniziative legislative europee. Ne parliamo con Giovanni Cassuti, Presidente di Corepla.Intelligenza Artificiale, approvato l'IA Act. In Italia però aumentano i timori occupazionaliVia libera definitivo all'unanimità del Consiglio Ue all'AI Act, la legge europea sull'intelligenza artificiale che disciplina lo sviluppo, l'immissione sul mercato e l'uso dei sistemi di IA in Ue. La legge, la prima al mondo in materia detta una serie di obblighi a fornitori e sviluppatori di sistemi di IA in base ai diversi livelli di rischio identificati. Le nuove regole saranno applicabili a due anni dall'entrata in vigore, con l'eccezione dei divieti, che scatteranno dopo sei mesi, dei controlli sui sistemi di IA per finalità generali, compresa la governance (12 mesi) e degli obblighi per i sistemi ad alto rischio (36 mesi). Intanto aumentano i timori per l'impatto occupazionale dell'Intelligenza artificiale. Il settore pubblico, ad esempio, è fortemente impattato dall'adozione dell'IA. Il 57% dei 3,2 milioni di dipendenti pubblici italiani è altamente "esposto" all'impatto dell'IA nella propria attività, ovvero sarà interessato da una forte interazione tra le mansioni svolte e quelle che gli algoritmi sono in grado di svolgere. Si tratta di ben 1,8 milioni di persone, in particolare dirigenti, ruoli direttivi, tecnici, ricercatori, insegnanti, legali, architetti, ingegneri, professionisti sanitari e assistenti amministrativi. Questa interazione potrà tradursi in un arricchimento delle attività grazie all'apporto dell'IA, oppure in una sostituzione dei lavoratori, in particolare questo rischio riguarda il 12% della platea, ovvero ben 218mila dipendenti pubblici 'vulnerabili' appartenenti alle professioni meno specializzate, caratterizzate da compiti ripetitivi e prevedibili che potrebbero essere facilmente svolti dall'intelligenza artificiale. Sono alcuni risultati della ricerca "L'impatto dell'intelligenza artificiale sul pubblico impiego" presentata questa mattina da Fpa, società del gruppo Digital360, in apertura di Forum Pa 2024 a Roma. Approfondiamo il tema con Gianni Dominici, Amministratore Delegato di Forum PA.
Tom Cornell, President and CEO of Prevalon Energy, is our guest on today's episode 235 how this 5-year-old company has done 30+ projects, 3+GWh, and over $1 Billion in sales. Discussion includes how Mitsubishi fully transferred numerous projects and over 50 employees to this new entity, Prevalon Energy. Now that … The post Excitement surrounds the rebranding of Prevalon Energy appeared first on eRENEWABLE.
Listen to a recap of the top stories of the day from Electrek. Quick Charge is now available on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links) Gogoro announces major partnership to help accelerate global expansion Tesla conducting more layoffs, including entire Supercharger team Tesla Megapack to power new massive record-breaking 1.3 GWh battery system Nevada put big battery energy storage where a coal plant used to be Ford just opened orders for its enhanced-range E-Transit Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!
Based on the recent General Motors Earnings Call held on 23rd April 2024, the trajectory path of the company offers a mix of committed focus on growth and strategic investment, allowing their sustenance within the competitive Electric Vehicle (EV) market. During the call, it was evident from CEO Mary Barra's words that prudence, far from profitability alone, was the strategic mantra. She declared to investors, "We are very focused on growth and profitability, which means taking full advantage of our winning product portfolio to grow share without chasing unprofitable business." Thus, Barra outlined the company's roadmap amidst complexities of the EV market.Within the fast-paced realm of the EV market, General Motors showed a concrete strategy, underpinned by discernible resilience. Investments in infrastructure along with battery plants and manufacturing units have significantly contributed to the flexible management of EV related costs, incrementing their production capability and cost management; a nod to their readiness to adapt to changing market conditions and fortify EV profitability.In terms of production output and consequent market demands, General Motors have set a target for a 160 GWh battery capacity across five domestic plants. Not adhering strictly to this plan, the company demonstrated an ability to recalibrate their battery production capacity and investments in response to market fluctuations - a clear signal of their agile adaptability to erratic market dynamics.CEO Mary Barra put forth a strategic vision combining caution with ambition for EV production, acknowledging that, "We're never going to build -- just build products come hell or high water because the number is out there. We're always going to be responsive to the customer. But we do believe that we're going to be in that $200,000 to $300,000 range with the number of EVs that we have launching off of Ultium." This approach seems conceptually grounded in balancing growth with fiscal responsibility, steering by customer needs and market demand.Additionally, General Motors adopted a strategic tack within the EV market by assiduously pursuing cost reduction and enhancing cost-effectiveness in their product constituent materials. While certainly aiming at profitability, their wider perspective includes adaptability to rapid market transformations. This positions them comfortably within a capricious yet highly competitive industry.However, only time will tell if these strategies will fully materialize as the company navigates the uncertainties in the rapidly evolving EV market. The ability to consistently deliver on their adaptive strategies in response to anticipated market changes remains a real challenge. Consequently, while there is cautious optimism about the potential of their strategic plans, a measured view must also take their executional capacity into account. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.theprompt.email
COHOSTS! Crishaun the Don and Joel Friday on SOTU, diabetes, TikTok daughter, black testosterone, "racism," and an immodest neighbor! The Hake Report, Friday, March 8, 2024 AD Crishaun the Don (Misfit Nation) Links https://www.youtube.com/@MisfitNation | https://twitter.com/crishaunthedon | https://twitter.com/TheMisfitNation | https://rumble.com/user/TheMisfitNation Joel Friday TV live M-Th 11a PT (1CT/2ET) https://www.youtube.com/@joelfridaytv | https://www.instagram.com/joelfridaytv/ | https://allmylinks.com/joelfridaytv // Hake's GWH tee (from JLP) today https://society6.com/art/great-white-hope-black-ink | https://rebuildingtheman.com/stores (JLP Society6) TIME STAMPS * (0:00:00) Start w/ Joel Friday, Crishaun the Don; (Jake Hudson Sat!)* (0:03:15) Hey, guys!* (0:04:54) Crishaun on SOTU * (0:16:46) Girl vs breakdancer dad * (0:23:05) Blacks, aggression, testosterone * (0:34:18) RONNIE, OH: USA a racist country* (0:43:35) RONNIE vs Joel: Discrimination, "Racism," Anger, Love * (0:54:36) JEFF, LA: SOTU, diabetes * (0:59:22) JOHN, FL: black violence, European wars, "African American" * (1:04:43) JOHN vs Joel: blacks and all people sinning * (1:12:40) Joel Friday TV story: Immodest neighbor gal * (1:28:20) Super: Minimum wage? * (1:30:40) Super: FE, NASA money * (1:31:58) Super: Higher T by lifting weights * (1:32:24) Super: Mixed race identity issues? * (1:36:31) Super: Hake bkgd * (1:37:08) ALEX, TN: Base nature, nepotism, race before nationality * (1:44:10) RICK, VA: black vote for laws they don't like * (1:49:14) MAZE, OH: Joel dance interest; races * (1:54:29) Pär Hagström - Ode to What Could Have Been (2021) BLOG https://www.thehakereport.com/blog/2024/3/8/crishaun-the-don-misfit-nation-and-joel-friday-tv-fri-3-8-24 PODCAST / Substack Hake News from JLP https://www.thehakereport.com/jlp-news/2024/3/8/biden-and-rinos-pushed-mess-at-sotu-hake-news-fri-3-8-24 Hake is live M-F 9-11a PT (11-1CT/12-2ET) Call-in 1-888-775-3773 https://www.thehakereport.com/show VIDEO YouTube | Rumble* | Facebook | X | BitChute | Odysee* PODCAST Substack | Apple | Spotify | Castbox | Podcast Addict *SUPER CHAT on platforms* above or BuyMeACoffee, etc. SHOP Teespring || All My Links JLP Network: JLP | Church | TFS | Nick | Joel Get full access to HAKE at thehakereport.substack.com/subscribe