A record year, and an incredibly strong outlook for the energy storage sector. From ESS News The energy storage industry has reached the 100 GW era, with BloombergNEF’s Energy Storage Market Outlook […]
“They solve the problem:” Leading storage developer says battery costs have plunged 70 pct in two years
Owner of Australia’s most successful big battery developer says storage costs have plunge 65-70 pct in last two years, and are solving the grid’s biggest problems. The post “They solve the problem:” […]
China’s Solar Boom Has Created a Massive Oversupply Problem
China has expanded its cleantech manufacturing capacity so much that industry players are searching for a way to decrease competition to make pricing more realistic and stop smaller producers from falling into […]
Batteries swamp gas, big wind crunches coal in a month of new records on Australia’s main grids
Month of April saw many new records, with strong wind conditions crunching coal, and big batteries displacing peaking gas generators. The post Batteries swamp gas, big wind crunches coal in a month […]
Modern billing systems put more power behind utility rates
For most of the U.S. power system’s history, rate design has served a single purpose: allocating costs among customers, based on when and where they used electricity. Today, however, utilities aren’t just […]
Owning the full stack: What U.S. storage has to figure out next
There was a piece in PV Magazine on May 4 that caught my attention. The argument is that the era of competing on a single battery benchmark is over. LFP, NMC, sodium-ion, […]
Morgan Stanley: Oil Buffers Could Run Out Before Hormuz Reopens
Most of the market buffers that have stopped oil futures prices from rallying to record highs could vanish before the reopening of the Strait of Hormuz, which puts the market in a […]
Solar PV accounted for 29% of electricity generation in Chile in March, with instantaneous peaks reaching 75%
The latest bulletin from Generadoras de Chile highlights the continued expansion of BESS systems linked to solar plants, with over 2.5 GW in operation and an additional 6.3 GW under construction, amid […]
Trump Cannot Just Win the Strait. He Has to Win the Oil Curve
The U.S.-Iran war has created a military crisis in the Gulf. But for oil markets, the more dangerous battlefield may now be the futures curve. The first shock was geographic. It appeared […]
Utilities are in the crosshairs of the data center backlash
Data center opposition is now being called “the most bipartisan issue since beer.” In Indiana, Maine, Pennsylvania, Virginia, and Wisconsin, voters across the political spectrum are turning sharply against the large campuses […]
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