Tesla Utility-Scale Battery Ignites in CA: Sacramento Utility Plans on 2,000 MWH Flow Battery

DOE to accept applications for up to 10 H2 Hubs receiving a total of $7 billion; BNEF reports Chinese alkaline electrolyzers now at ¼ the price of Western manufacturers and likely to dominate global markets w/in a decade; Competitive Power Ventures to build $3 billion 1,800 MW NGCC w/carbon capture & storage in W. Virginia; NJ Gov Murphy ups offshore wind goal to 11,000 MW by 2045; Herz to take up to 175,000 electric vehicles from GM; CA produce co Taylor Farms collaborates w/Bloom Energy on microgrid w/fuel cells, solar, & batteries; Bloom Energy will install 240 kW electrolyzer project at Xcel MN nuclear plant to make “pink” hydrogen; Tesla Megapack lithium battery ignites at 182 MW CA Moss Landing energy storage facility; Flow battery co ESS will supply up to 200 MW/2,000 MW hours of long-duration flow batteries to SMUD; Swedish Electric aircraft co Heart Aerospace rolls out ES-30 hybrid electric regional aircraft for up to 30 passengers.

1) U.S. Department of Energy to accept applications for up to 10 H2Hubs receiving a total of $7 billion. At least 4 hubs will be selected, including one w/focus on green H2, one using blue H2, and one with pink H2 from nuclear energy. Concept papers due by 11/7/2022, w/full applications required by 4/7/2023.

2) Bloomberg New Energy Finance reports Chinese electrolyzers up to 4x less expensive than Western equivalents, likely to dominate global markets after 2025.

3) Competitive Power Ventures says it will build a $3 billion 1,800 MW gas fired combined cycle plant with carbon capture & storage in W. Virginia.

4) NJ Governor Murphy issues Executive Order to boost offshore wind from 7,500 MW by 2035 to 11,000 MW by 2045.

5) Hertz Corporation commits to up to 175,000 electric vehicles from GM, adding to existing fleet of Teslas and Polestars. Deliveries should start early next year w/Chevy Bolt and the Bolt EUV, a small SUV, followed by other GM models.

6) CA produce supplier Taylor Farms concerned w/power quality issues, collaborates w/Bloom Energy on microgrid w/6 MW of fuel cells, 2 MW of solar panels, and 2 MW of batteries. The plant will remain grid tied for now.

7) Bloom Energy will install a 240 kW electrolyzer demo project at Xcel Energy's MN nuclear plant to produce “pink” H2, by early 2024.

8) Tesla Megapack lithium battery ignites at 182 MW CA Moss Landing energy storage facility, closing Highway 1, and triggering local shelter-in-place order.

9) Flow battery company ESS announces deal for up to 200 MW/2,000 MWh of long-duration flow batteries to Sacramento Municipal Utility District, coming online beginning 2023.

10) Swedish Electric aircraft developer Heart Aerospace unveils ES-30 hybrid electric regional aircraft for up to 30 passengers. Operational by 2028, it has pure electric range of about 125 mi.

Peter Kelly-Detwiler