Germany Commits To 65% Renewable Power By 2030

on December 30, 2020

65% of Germany’s total electricity demand will be met by renewable power within the next decade, according to a revision to the country’s renewable energy law passed by the country’s parliament last week.

An agreement within Germany’s governing coalition was reached at the last possible moment, after months of fighting over how high the target should be and how it should be designed. A compromise was only found after all 27 EU governments agreed to a new more ambitious emissions reduction target of 55% by 2030 earlier this month.

The amended law can now take effect as planned next month. That start date was important because 20-year feed-in tariffs to many renewable plants are scheduled to end next month. The new renewable energy law will replace those feed-in tariffs with auctions for renewed support as of 2022.

But the German government has left many decisions for next year, for instance new targets for renewables’ contribution to power consumption. Environment minister Svenja Schulze said at a press conference that these decisions should be taken in January. “It would be wise, it would be consistent, if the new EU climate target were to be incorporated into the [renewables law] very quickly, and the planned expansion rates for wind and solar plants were to be adjusted upwards,” she said.

However renewable energy companies have been left unimpressed by the compromise. Solar power industry association BSW called it “completely inadequate and half-baked”, and said that it actually creates new market barriers that will result in market decline in large commercial PV systems in the coming years.

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Fractal Energy Storage ConsultantsGermany Commits To 65% Renewable Power By 2030

China’s Yahua Agrees Five-Year Deal to Supply Lithium to Tesla

on December 30, 2020

(Reuters) -China’s Sichuan Yahua Industrial Group Co Ltd said on Tuesday it had signed a deal to supply battery-grade lithium hydroxide to U.S. electric vehicle (EV) manufacturer Tesla Inc for the next five years.

Yahua, which is based in southwest China’s Sichuan province, put the total value of the contract, signed by its wholly-owned subsidiary Yaan Lithium, at $630-$880 million over 2021-25, a Shenzhen Stock Exchange filing showed.

Analysts at Daiwa Capital Markets said that value translated into a total lithium hydroxide procurement amount of 63,000-88,000 tonnes, or 12,600-17,600 tonnes per annum.

In May this year, Yahua put a 20,000 tonnes per year lithium hydroxide plant in Yaan city into operation, more than doubling its previous capacity, even as prices languished at multi-year lows amid oversupply and a knock to lithium demand brought about by the COVID-19 pandemic.

Tesla, which started delivering the first vehicles from its gigafactory in Shanghai in December last year, already sources lithium – an ingredient in EV batteries – from China’s Ganfeng Lithium, one of the world’s biggest producers of the commodity.

The Yahu deal underscores Tesla’s “huge demand” for battery-grade lithium hydroxide, “particularly in view of the ramp-up of Model Y production” in Shanghai, the Daiwa analysts wrote in a note.

“We expect Ganfeng will continue to be the major if not largest lithium hydroxide supplier of Tesla on the back of this strong demand.”

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Fractal Energy Storage ConsultantsChina’s Yahua Agrees Five-Year Deal to Supply Lithium to Tesla

AMSC: A Good Way For Investors To Ride The Renewable Energy Trend

on December 30, 2020

There’s a big tomorrow in power generation. No, not in public utilities, which always are draggy stocks. At issue is the equipment that will help the world meet a growing need for more electricity, and doing that via renewable energy.

And a good means for investors to take advantage of that trend is with a company that does a lot of power-related things well, enjoys good revenue growth, still isn’t profitable, but has seen its stock quadruple over the past five years. That sounds a lot like Amazon AMZN +1.2% in the 1990s.

In this case, we’re talking about AMSC (it stands for American Superconductor Corporation AMSC -12.9%),  which focuses on the electrical grid, the lifeblood of modern civilization, and does so with modern technology. The outfit also is a big player in wind power, cementing its place in renewable energy.  Recently, it expanded yet again via its purchase of Northeast Power Systems, which makes gear vital to the grid’s operations. Acquiring companies often see their share price dip. Not AMSC. This year alone, its stock is up a bracing 228%.

Make no mistake: The electricity biz has a big future. According to U.S. Energy Information Administration, global power generation will almost double, to 45 trillion kilowatt hours by 2050. “The grid is going to get bigger” with renewable energy, needed to combat climate change, rising too, says Dan McGahn, AMSC’s chief executive. One propellant of the demand for more electricity output, he notes, is a coming surge in electrical vehicles.

Small wonder the company’s revenue growth has been substantial. In its fiscal second quarter, ending Sept. 30, revenue swelled to $21.1 million, compared with $14 million for the year-earlier period. Part of its success is in the burgeoning field of wind power. The existing grid is 56% of its business, with wind at 44%. The company’s slogan is: “We don’t generate the energy. We keep it moving.” AMSC likens itself to an orchestra conductor. Instead of melding woodwinds, brass, strings, drums and the like, AMSC harmonizes transmission lines, substations and generators.

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Fractal Energy Storage ConsultantsAMSC: A Good Way For Investors To Ride The Renewable Energy Trend

Greentech Media’s Must-Read Energy Storage Stories of 2020

on December 29, 2020
Greentech-Media

The coronavirus pandemic brought the broader economy to a halt, but the energy storage industry didn’t get the memo.

Instead, developers made this year the biggest ever for battery installations in the U.S. More capacity is going into homes than ever before, helping families make better use of rooftop solar investments and keeping the lights on during outages. Large-scale projects reached new heights, including LS Power’s completion of the largest battery in the world, just in time to help California grapple with its summer power shortage.

Just a few years ago, energy storage was a niche item, something people built in the very few locations where a higher force compelled it. Now, utilities across the country are using batteries to solve numerous grid problems and planning far more for the near future. And the most boisterous of power markets, Texas, has finally broken open for storage developers, with major projects already underway.

Here is an attempt at condensing all of these upheavals and breakthroughs into a list of the crucial energy storage storylines from the year. Think of it as a cheat sheet for all things energy storage in 2020.

Deployment like never before

2020 will certainly go down as the biggest ever for the U.S. grid storage industry. The annual market for grid batteries passed the $1 billion mark and the 1-gigawatt threshold for the first time ever, per the latest Energy Storage Monitor report from Wood Mackenzie. Overall capacity installations doubled compared to 2019, a growth rate that you won’t see in any other kind of energy infrastructure right now.

In practical terms, this means more battery capacity is storing solar production that might otherwise go to waste. More battery peaker plants are discharging during times of extreme demand, without unleashing local pollutants into their surroundings, as the gas-burning alternatives do.

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Fractal Energy Storage ConsultantsGreentech Media’s Must-Read Energy Storage Stories of 2020

Microgrid Knowledge Names ‘The Home Microgrid’ as Person of the Year 2020

on December 29, 2020

Maybe it was the pandemic or maybe it was the law of accelerating returns. Whatever the case, 2020 brought rapid change for microgrids. Where the technology was solidly for the few in 2019, it suddenly looked quite possibly for the many in 2020. That’s why Microgrid Knowledge is naming the home microgrid, as its 2020 ‘Person of the Year.’

To explain, let me jump back 18 months to our annual conference in May 2019. There were many intriguing discussions at the event, but one session in particular now strikes me as pivotal. John Westerman, then with Dynamic Energy Networks and now with Schneider Electric, gave a presentation on how he built his own home microgrid, what some would call a nanogrid.

At the time, home microgrids were an oddity, and his presentation did little to make me think that would change anytime soon. Westerman’s microgrid was affordable because he did the engineering and labor himself. Unfortunately, few of us know skilled microgrid engineers willing to do pro bono work for us.

So home microgrids, while found here and there, still appeared far down the road as an accessible product. At that point, most microgrids were being built for businesses, colleges, hospitals, and the like.  But three things happened to shorten the road a lot.

The first was the public safety power shutoff, the term California’s utilities use to describe the practice they began of shutting off power to customers to avoid sparking wildfires with their electrical equipment. 

Outages humiliating for California

California first felt the brunt of the practice in October 2019, an experience the Los Angeles Times described as “humiliating.” More outages were to come, leaving millions of Californians in the dark over the wildfire seasons of 2019 and 2020. The bitter cherry on the top for California was an unusual rolling blackout in August 2020, brought about not by wildfires but a lack of adequate electric supply in the face of extreme heat. After that, as one microgrid developer told Microgrid Knowledge, “Demand was through the roof before and now it’s through the chimney.

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Fractal Energy Storage ConsultantsMicrogrid Knowledge Names ‘The Home Microgrid’ as Person of the Year 2020

Green Energy Will Need More Storage Space

on December 29, 2020

The rapid growth of wind and solar power comes with a well-known problem: They don’t work all the time. Energy storage is a solution investors should watch in 2021, even if it doesn’t yet lend itself to stock picking.

Governments around the world greatly raised their decarbonization ambitions this year. There is great uncertainty about how their promises will be delivered, but almost all scenarios involve massive building of solar and wind farms. As their share of power production grows, it will become crucial to bridge the times when the wind doesn’t blow and the sun doesn’t shine.

Building wind and solar together can reduce the gaps, while gas-fueled power plants can provide a nonrenewable backup. Also helpful are demand-side response agreements—when big power consumers promise to cut their usage during pinch points in exchange for lower prices.

Even with all these methods, though, it will be necessary to store excess electricity for use in lean times.

Lithium-ion batteries similar to those that power an electric vehicle are expected to provide most of the new storage capacity. Residential batteries can store power from rooftop solar panels, but it is so-called utility-scale stationary solutions for wind and solar farms that are really needed. They are often customized turnkey installations that provide between one to four hours of backup power. Battery packs cost nearly 90% less than in 2010 and will continue to get cheaper, according to researchers at BloombergNEF.

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Fractal Energy Storage ConsultantsGreen Energy Will Need More Storage Space

Top 10 Microgrid White Papers of 2020 — Expert Energy Strategies Amid a Turbulent Year

on December 28, 2020

In light of the global COVID-19 pandemicthis year was one for the books for almost every industry. But the energy industry was also responding to other unique occurrences, such as significant wildfires in California and multiple hurricanes on the Gulf Coast. In light of these challenges, many in the industry turned to expert advice and strategies from industry leaders. One of the outlets for such information is the full library of microgrid white papers. 

Microgrid Knowledge’s top 10 microgrid white papers of 2020 came from energy leaders such as Ameresco, Bloom Energy, Eaton, Enchanted Rock, Instant ON, NRGS&C ElectricSchneider Electric and Siemens.

The most popular microgrid white papers, as well as much of the energy news stemming from 2020, make clear that more and more energy customers better understand the value of energy resiliency. For example, critical facilities, such as hospitals and data centers, were stressed during 2020 because of impacts from the coronavirus, and resiliency is now a top priority.

Below you will find the top 10 most downloaded white papers on Microgrid Knowledge in 2020, covering everything from how microgrids are changing to how energy-as-a-service models are opening the door to microgrids for more facilities.

1. Nanogrids: A New Opportunity for the Solar Industry
Instant ON

Solar energy has the ability to provide immense benefit to society and the grid. But solar’s full potential isn’t being fully realized. This report is designed to help boost awareness and understanding of solar nanogrids, courtesy of Instant ON.

2. How Microgrids are Changing the Paradigm on Data Center Power Delivery, Uptime and Efficiency
Enchanted Rock

Uptime and performance are critical for data centers, but they cannot continue to rely on diesel generators for reliable backup power, especially as they respond to price pressure and environmental sensibilities. Explore why microgrid use is on the rise and how microgrids improve resiliency, uptime and a data center’s environmental profile.

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Fractal Energy Storage ConsultantsTop 10 Microgrid White Papers of 2020 — Expert Energy Strategies Amid a Turbulent Year

Greentech Media’s Must-Read Energy Storage Stories of 2020

on December 28, 2020
Greentech-Media

The coronavirus pandemic brought the broader economy to a halt, but the energy storage industry didn’t get the memo.

Instead, developers made this year the biggest ever for battery installations in the U.S. More capacity is going into homes than ever before, helping families make better use of rooftop solar investments and keeping the lights on during outages. Large-scale projects reached new heights, including LS Power’s completion of the largest battery in the world, just in time to help California grapple with its summer power shortage.

Just a few years ago, energy storage was a niche item, something people built in the very few locations where a higher force compelled it. Now, utilities across the country are using batteries to solve numerous grid problems, and planning far more for the near future. And the most boisterous of power markets, Texas, has finally broken open for storage developers, with major projects already underway.

Here is an attempt at condensing all of these upheavals and breakthroughs into a list of the crucial energy storage storylines from the year. Think of it as a cheat-sheet for all things energy storage in 2020.

Deployment like never before

2020 will certainly go down as the biggest ever for the U.S. grid storage industry. The annual market for grid batteries passed the $1 billion mark and the 1 gigawatt threshold for the first time ever, per the latest Energy Storage Monitor report. Overall capacity installations doubled compared to 2019, a growth rate that you won’t see in any other kind of energy infrastructure right now.

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Fractal Energy Storage ConsultantsGreentech Media’s Must-Read Energy Storage Stories of 2020

Fluorine May Replace Lithium For Rechargeable Batteries

on December 28, 2020

With increased use of rechargeable batteries to power modern technology, particularly electric vehicles, researchers have been looking for alternative materials for lithium-ion in rechargeable batteries. Modern batteries use lithium and cobalt, but these have a very limited supply.

Interestingly, the fluoride ion is the mirror opposite of the lithium ion, having the strongest attraction for electrons, which allows it to easily carry out electrochemical reactions.

Researchers in Japan are also testing fluoride-ion batteries as possible replacements for lithium-ion batteries in vehicles. They say these batteries could allow electric vehicles to run 1,000 kilometers (621 miles) on a single charge. However, current fluoride-ion batteries have poor cyclability, which means they tend to degrade rapidly with charge-discharge cycles.

In their new work, the researchers adopted a different approach to fluoride-ion battery design, identifying two materials that easily gain or lose fluoride ions while undergoing small structural changes to enable good cyclability.

The new battery materials are both layered electrides, says Rohan Mishra, assistant professor of mechanical engineering and materials science at Washington University in St. Louis.

Electrides are a relatively new class of materials that researchers have known about in principle for about 50 years, but it wasn’t until the past 10 to 15 years that their properties were better understood, Mishra says.

While these materials conduct electrons like ordinary metals, unlike the “sea of electrons” in metals where the electrons are delocalized throughout the crystal, in electrides, the electrons reside at specific interstitial sites within the crystal structure, similar to an ion.

“We predict that these interstitial electrons can be easily replaced with fluoride ions without significant deformations to the crystal structure, thus enabling cyclability,” Mishra says. “The fluoride ions can also move or diffuse fairly easily due to the relatively open structure of the layered electrides.”

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Fractal Energy Storage ConsultantsFluorine May Replace Lithium For Rechargeable Batteries

Theory Meets Practice: Renewable Energy Microgrid Powers Research Facility Through Grid Outage

on December 24, 2020

If you think research scientists sit around in white lab coats tossing theories around without any practical engineering experience, think again. The National Renewable Energy Laboratory (NREL) recently launched its Advanced Research on Integrated Energy Systems (ARIES) platform, a computing environment designed to model today’s complex electric grid and support the development of new energy generation technologies and resilient microgrids. About two months into ARIES’ tenure, NREL’s Flatirons Campus—a facility that tests renewable energy systems—experienced a power outage caused by a utility transformer explosion. Because the damage occurred near the Flatiron connection to the main grid, the utility told NREL to expect several weeks without power. 

Faced with the prospect of delaying their research, NREL administrators wondered whether the facility could go into self-sustaining mode until the transformer could be replaced. The lab-coat crowd replied, “Challenge accepted.”

Pulling Itself Up by Its Own Bootstraps

The Flatirons Campus microgrid is designed to be grid-tied with the ability to go into “islanding” mode (disconnecting from the grid and running independently) when necessary. So, NREL engineers isolated the microgrid and used its 1 MW / 1 MWh battery to power the control center. Once that was up and running, they used ARIES’ digital twin to see how the microgrid would respond to each power source. After simulating and validating a black start procedure, they connected the 430 kW solar array and the 1.5 MW wind turbine to keep the battery charged. Other systems were brought online until the facility—which draws about 200 kW—was fully capable of resuming its work and remained so until the transformer was finally replaced, and the campus reconnected to the grid. ARIES helped engineers turn a crisis into a case study in energy resiliency.  

Flatirons Campus

At the center of NREL’s Flatirons microgrid sits the controllable grid interface (CGI), which tests the mechanical and electrical characteristics of renewable energy technologies both on and off the grid. It is capable of simulating various fault conditions and evaluating the microgrid’s response. The CGI controls grid support systems, such as voltage and frequency regulation, reactive power (VAR) compensation, and load balancing. In addition to battery storage, two solar arrays and various wind turbines, the campus is home to a water power instrumentation lab, a three-megawatt load bank and three dynamometers that help wind turbine manufacturers test their generators under controlled conditions. 

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Fractal Energy Storage ConsultantsTheory Meets Practice: Renewable Energy Microgrid Powers Research Facility Through Grid Outage