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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

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The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. The detailed report— Need Nickel? —Baker Institute report Need Nickel?

China 416
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3 Oil Majors That Bet Big On Renewables

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An analysis of near-term spending plans on renewables by the biggest oil and gas companies shows that real investments in renewable energy will continue to pale in comparison to capex plans for greenfield fossil fuel projects. Equinor has announced plans to invest $10B into clean energy by 2025, mostly through its offshore wind portfolio.

Oil 418
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ICCT LCA study finds only battery and hydrogen fuel-cell EVs have potential to be very low-GHG passenger vehicle pathways

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This study uses recent data on industrial-scale battery production and considers regional battery supply chains. There will not be sufficient supply of very low-GHG biofuels, biogas, and e-fuels to decarbonize internal combustion engine vehicles, according to the ICCT. Source: The ICCT.

Hydrogen 418
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New long-duration, extended capacity Na-Al battery design for grid storage

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In comparison, the energy density for lithium-ion batteries used in commercial electronics and electric vehicles is around 170–250 Wh/kg. Nexceris, through their new business Adena Power, supplied their patented solid-state, sodium-based electrolyte to PNNL to test the battery’s performance. —Weller et al. Weller et al.

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Profiteering Hampers U.S. Grid Expansion

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A transmission network contains webs of connections, which create a reliable, redundant power-supply system of massive scale. At any given time, thousands of power plants supply just enough energy to transmission networks to meet demand. Fourth, interregional lines threaten utility companies’ dominance over the nation’s power supply.

Grid 144
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Report for IPCC finds renewables could supply up to 77% of global energy by 2050 under most optimistic scenario; need for enabling public policies and investments

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Biomass and solar are shown as primary energy due to their multiple uses. As a comparison, 314 Exajoules is more than three times the annual energy supply in the United States in 2005, which is also a similar level of supply on the Continent of Europe according to various government and independent sources. Source: SRREN.

Renewable 218
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California agencies release report charting path to 100% clean electricity; need to triple grid capacity by 2045

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The report is the initial analysis called for in Senate Bill 100 (SB 100, De León, Chapter 312, Statutes of 2018), the state’s policy requiring that renewable and zero-carbon energy resources supply 100% of electric retail sales to customers by 2045. About 36% of that comes from renewable sources, predominantly wind and solar.

Clean 170