NREL and CharIN testing components for 3.75 MW electric truck charging system; China Lithium Battery Technology (CALB) expanding battery production capacities to 300 GWh by 2025; Maersk investing $1.4 bn in methanol-driven ships; Sinopec shelling out $4.6 bn on hydrogen by 2025 to become leading H2 producer; Swiss Re signs world's first long-term direct carbon capture agreement w/Climeworks AG.

1) NREL and CharIN are testing elements of a standardized 3.75 MW electric truck charging system called MCS.

2) China Lithium Battery Technology (CALB) will expand battery production plants to 300 GWh by 2025. CALB also investing in R&D centers in Shanghai, Japan, Europe, and North America.

3) Shipping giant Maersk orders eight methanol-powered container ships at $1.4 bn, to be delivered by 2024. Clean methanol supply may be an issue.

4) Sinopec Corp., to spend $4.6 bn on hydrogen production by 2025 and will, "expand forcefully into making hydrogen from renewable energy" as it aims for carbon neutrality by 2050.

5) Reinsurance leader Swiss Re signs world's first long-term agreement for direct carbon capture with Climeworks AG, for $10 million over 10 years. The hope is to catalyze others in following.
Climeworks just began operating a direct air capture plant in Iceland in the second week of September and will capture 4,000 tons per year. Eventual goal is megaton removal capacity by latter half of this decade.

SunRun begins offering courses to educate and up-skill workers; EPA urges FERC to consider social cost of carbon in gas infrastructure decisions; Generac's customers can now sell services back to grid across smart grid ready platform; Toyota to make H2 fuel cell modules in U.S. for Class 8 semi-trucks by 2023; China now w/over 2 mn EV chargers in public and private locations; Ford doubling output target for its F-150 Lightning from 40K to 80K by 2024; CATL going after lower cost sodium batteries; Sakuu to establish initial pilot production line for 3-D printing of solid state batteries; solar whips coal in Australia for first time (on a Sunday afternoon).

1) Leading resi solar and storage co SunRun will offer a wide range of online courses to its workers to address skills gap issue.

2) EPA sends letters to FERC asking it to consider social costs of carbon in gas infrastructure permit review process (Columbia Gulf Transmission's Louisiana gas facilities w/est'd $205 million in annual climate damages and Iroquois Gas Transmission's Northeast project at $144 million.

3) Generac announces resi home equipment is now smart grid ready, capable of monetizing across the Enbala Concerto platform (Generac bought DER tech company Enbala in 2020).

4) Toyota to manufacture H2 fuel cell modules for Class 8 semi trucks in U.S. by 2023.

5) China now has over 2 million EV charging units, w/334,000 added in first seven months of 2021.

6) Ford will double production targets for electric F-150 Lightning truck to 80,000 by 2024 (from original 40,000 target).

7) China's Contemporary Amperex Technology (CATL) to offer a sodium-ion cell with plans for producing by 2023. No cobalt, lithium, or nickel needed.

8) Sakuú Corporation initiates construction of 2.5 MWh pilot line for printing solid-state batteries.

9) In Australia, rooftop and utility scale solar generated more power than coal for the first time in that country's history, on Sunday, August 22nd.

Chinese wind turbine OEM MingYang announces 16 MW turbine - world's largest; CA looking to add five 30 MW temporary natural gas plants by end of this summer; Hyundai to incorporate wireless charging on the Genesis GV 60 next year; battery swap company Ample raises add'l $160 mn in series C funding round to build out battery swap infrastructure; Swedish steelmaker SSAB ships fossil-free steel to Volvo; multiple companies report solar components detained at U.S. ports following Biden Admin ban on equipment w/raw materials from Hoshine Silicon, based on concerns of forced labor in China's Xinjiang region.

1) Chinese wind turbine manufacturer MingYang rolls out 16 MW turbine, w/commercial prod'n by 2024.

2) California plans to add five 30 MW temporary natural gas-fired plants by mid-Sept, to enhance grid reliability.

3) Hyundai will offer wireless charging on its luxury Genesis GV 60 in S. Korea late next year, w/hardware supplied by WiTricity. No word yet on plans for U.S. markets.

4) Battery swap start-up Ample nabs another $160 million in series C funding to expand charging battery swap infrastructure.

5) Swedish steelmaker SSAB sends world's first fossil-free steel to Volvo with iron reduction using 100% hydrogen. Plan is for commercial deliveries by 2026. Other H2 steel projects eyed by major producers for Germany and Spain.

6) A number of companies see solar components detained at U.S. ports, following the Biden administration's ban on equipment using raw materials from Hoshine Silicon, based on concerns about forced labor in China's Xinjiang region.

Recurrent Energy inks 15-yr resource adequacy contract w/PG&E for 150 MW/600 MWh of battery storage starting summer 2022; The California Energy Commission warns state may be 5 GW short of capacity next summer; Liquid metal battery company Ambri gets add'l $144 mn investment, eyes battery plant in India; Rivian may spend up to $5 bn on factory near Fort Worth, TX to build 200,000 vehicles/year; Rolls-Royce investing $110 million over the next decade in battery systems for flights over 100 miles, and including VTOL aircraft; Dominion to file $1.5 bn proposal in Virginia for as much as 1,100 MW of solar and 100 MW of battery storage; S&P Global Market Intelligence foresees U.S. stranded gas and coal investments of up to $68 billion in clean energy transition.

1) Recurrent Energy signs a 15-year Resource Adequacy (capacity) contract w/PG&E for 150 MW/600MWh of energy storage, starting in summer of 2022.

2) California Energy Commission highlights potential 5 GW shortfall of capacity next summer if the heat, drought, & fires persist. PUC is responding by calling for more energy storage, DR, and flexible EV charging.

3) Liquid metal battery company Ambri receives $144 million investment infusion to help expand grid-scale storage business. Ambri also considering a battery plant in India.

4) Bloomberg News says Rivian may invest up to $5 bn in a factory near Fort Worth, TX with annual capacity at 200,000 vehicles.

5) Rolls-Royce will invest $110 million in coming decade in battery systems powering flights over 100 miles. Systems will support electric vertical takeoff and landing planes, and commuter fixed-wing aircraft with up to 19 seats.

6) Dominion Energy filing for $1.5 bn investments in 1,100 MW of solar and 100 MW of battery storage.

7) S&P Global Market Intelligence report warns of up to $68 billion in stranded U.S. coal and natural gas investments in transition to clean energy economy. S&P foresees about $34 billion of stranded investments in new gas-fired base load gen, and a similar amount in pollution controls to extend lives of coal plants. Given last week's IPCC report, it may be prudent to bet on even a higher number.

Bad news from Intergovernmental Panel on Climate Change; Q2 U.S. EV sales eclipse 100K mark; Ford to spend more on EVs than ICEs for first time in 2023; Hyundai's Ioniq 7 SUV has 800 volt platform w/350 kW rapid charge capability, may include wireless charging; 3 U.S. OEMs targeting 40-50% EV sales by 2030; DHL Express announces order for 12 electric aircraft from Israel's Eviation for 2024 delivery; BNEF says green hydrogen activity to double this year; US Wind expanding its Maryland offshore wind project from 270 MW (2025) to 1200 MW by 2028. It plans to develop 90 acre steel-production facility near Baltimore.

1) IPCC says climate damage unavailable and occurring faster than anticipated.

2) U.S. soar past 100K for Q2 @ 2.7% of market. Plug-ins and hybrids top 258K.

3) Ford spending on EVs will eclipse that of ICEs in 2023. Sales & reservations of its EVs have brought in over 70% new customers to the Ford brand.

4) Hyundai's Ioniq 7 SUV will have 880 v platform, charge at up to 350 kW (62 miles of range in 5 minutes), w/possible wireless charging, and 400 miles of range.

5) 3 largest US auto OEMs issued a joint statement, targeting between 40% & 50% of sales to be electrics, plug-ins, or fuel cells by 2030.

6) DHL Express with 1st order of 12 electric planes from Israel's Eviation, (2024 delivery), w/plan to create "Emission-free transport network."

7) BNEF reports green hydrogen activity has doubled this year w/electrolyzer market possibly 2 GW by year's end. China responsible for over 60% of new electrolyzers.

8) US Wind expanding wind project off the Maryland going from 270 MW (2025) to 1200 MW by 2028, and developing 90-acre steel production facility, close to Baltimore.

KORE Power announces AZ battery cell facility; Only 5 battery cos supply all of US EV needs, w/Panasonic at 3/4 of total (mostly t to Tesla); Redwood gets $700 mn to expand li-ion recycling facility; Austin developers to build an entire 1,000+ home neighborhood, using 3rd version of Tesla solar roof tiles & Powerwall batteries; consortium of utilities supporting fast charging highway network now up to 14, in 29 states and serving 60 mn customers; Xcel Energy to slash emissions by 85% by 2030, faster than previously planned, and adding up to 10 GW of renewables in MN and CO; Anschutz Corporation close to completed permitting for 732-mile, 3,000 MW (20,000 GWh/yr) high-voltage power line to bring wind energy from Southern Wyoming to markets including LA & Phoenix.

1) KORE Power to construct first li-ion manufacturing facility, w/up to 12 GWh of annual production. Construction by the end of yr, w/actual production to start Q2 2023.

2) Today, only 5 companies (AESC, LG Chem, Panasonic, Samsung, & SK innovation) supply US electric EV OEMs. Panasonic the clear winner, at 74% of total.

3) Redwood Materials raises another $700 mn to triple capacity of recycling plant in Carson city, Nevada, and add 500 employees.

4) Tesla's solar tiles to be installed in 1,000+ home new development in Austin area. Powerwalls and EV chargers, too.

5) Utility coalition for fast charging expands to 14 utilities in 29 states and DC, serving 60 million customers.

6) Xcel Energy announced last week it will cut emissions by 85% betw now and 2030. Also planning on up to 10 GW of renewables in MN and CO.

7) Anschutz Corporation almost competed with permitting 732 mile, 3,000 MW TransWest Express high-voltage power line to bring wind energy from Southern Wyoming to load pockets, including Los Angeles and Phoenix (20,000 GWh/year, roughly equivalent roughly to 3/4 of LA's total annual electricity use).

ERROR in VID: BNEF says investments needed between now and 2050, (not 2025). OOPS!!

Storage company Form Energy says get ready for our long-duration battery in just a few years; FERC opens NOPR on transmission; BNEF says investments of between $92 trillion and $173 trillion will be needed between now and 2050 to stabilize climate; Samsung Heavy Industries joining the floating offshore wind crowd with a 9.5 MW floating turbine; UK's Go-Ahead Group plans to convert all 5,000 buses to clean fuels by 2035 and to be carbon-neutral by 2045; Universal Hydrogen signs LOI w/Icelandair, Air Nostrum, and Ravn Alaska to convert 21 existing planes to fuel cells and run on hydrogen

1) Storage company Form Energy's CEO says it will offer long duration storage to the grid by 2025, with a battery tech based on iron.
2) The FERC issues long-awaited NOPR to address transmission, to address renewables and create a more reliable grid.
3) Bloomberg New Energy Finance just released a report suggesting that investments between $92 trillion and $173 trillion will be needed between now and 2025 in order to achieve climate stability.
4) Samsung Heavy Industries rolls out 9.5 MW floating wind design, passing MHI Vestas 8.4 MW platform. Bigger machines in the offing. 5) UK's Go-Ahead Group, owner of 5,000 buses, plans to convert all of its buses to clean fuels by 2035 and to become carbon-neutral by 2045. Strategy includes bus-to-grid technology.
6) Icelandair, Air Nostrum, and Ravn Alaska have signed letters of intent with US hydrogen startup - Universal Hydrogen - to convert 21 existing planes to fuel cell electrics running on hydrogen.

Illegal battery storage facility catches fire in Illinois; hundreds die in Pacific NW heatwave, while grid faces new stresses; OR passes aggressive clean grid legislation, targeting 100% carbon-free by 2040; Shell turns on first 10 MW of 100 MW green H2 plant; Q1 global EVs sales jump 66%, to 550K; Canada advances clean vehicle target by 5 yrs - only zero emissions to be sold after 2035; Vestas pushes onshore turbine frontier to 6.2 MW; BOEM begins review of projects off VA and New England; NJ awards 2,600+ GW of offshore wind

1) Nearly a hundred tons of illegally stored lithium-ion batteries catcher fire in IL, causing evacuations of a thousand homes

2) Hundreds die in Pacific NW heat wave, and power outages affect Spokane as equipment overheats

3) OR lawmakers pass aggressive clean grid legislation, w/Portland General Electric and Pacific Power, to fully decarbonize their grids by 2040

4) Shell fires up first 10 MW of 100 MW green H2 plant in Germany

5) Global EV sales in Q1 rocket 66% to 550,000, w/Tesla a big leader

6) Canada advances zero emission vehicle target by 5 years to 2035

7) Vestas upgrades its 6.0 MW turbine to 6.2 megawatts

8) US BOEM initiates review of 3.0 GW project off VA and 2.0-2.3 GW project off souther New England

9) NJ announces two offshore wind winners - Ørsted w/1,148 MW Ocean Wind 2, & Shell/EDF w/1,510 MW Atlantic Shores.

PSEG to advance its net-zero greenhouse gas goals by 20 years from 2050 to 2030; Michigan's Consumers Energy proposes to cease using coal plants by 2025, 15 years ahead of schedule; U.S. bans some solar imports from Xinjiang, China over concerns related to forced labor; Sweden's HyBrit consortium planning to build hydrogen-fired carbon-free steel plant; CIP will support 100 MW floating wind project off Scotland; Flying electric race cars may be zipping around tracks in 2022.

1) New Jersey's PSEG is moving up its net zero target, from 2050 to 2030, and selling its non-nuclear fleet, including 6,750 MW of fossil gen;

2) Michigan's Consumers Energy proposing to stop coal-fired gen by 2025, 15 years ahead of schedule, and meet demand with used natural gas power plants to provide reliable energy during transition to a cleaner gen mix.

3) The U.S. bans import of some solar products made in China's Xinjiang region to address alleged human rights and forced labor abuses;

4) Sweden's HYBRIT consortium planing to build a commercial scale carbon free iron plant using H2 to make iron.

5) Danish fund manager, Copenhagen Infrastructure Partners will fund a floating wind farm with a capacity of up to a 100 MW off the coast of Scotland.

6) Australia's Alauda is developing a racing series with electrically powered flying cars. The series is expected to include 3 events at different locations this year, w/electric flying cars controlled from the ground. Manned, pilot races are planned for next year.

U.S. surpasses 100 GW of installed wind, w/ add'l 150 GW anticipated through 2025; GM ups green investment ante from $27 bn to $35 bn through 2025, announces two more battery plants; GenOn to close four coal plants at 2,421 GW; Talen Energy installing 20 MW of batteries at defunct MD coal plant, part of 1 GW storage plan; U.S. BOEM proposes 7GW offshore wind lease in NY/NJ area.

1) The US just surpassed 100 GW of installed solar, doubling in past 3 years. Q1 installations at 5 MW, up 46% over 2020, and 58% of all US installed capacity for quarter. Utility-scale projects at 3.6 GW, and resi at 905 MW. Texas took 1.52 GW of the 5 GW.

2) GM announced plans for two more gigafactories by mid-decade, with a total of $35 bn invested in green tech through 2025, up from $27 bn in November.

3) energy company GenOn will close two coal units in Southern Maryland next year, 5 years ahead of schedule, and shutter add'l . plants near Cleveland and Pittsburgh. Total capacity of shutdowns is 2,421 MW.

4) Talen Energy will install a 20 MW proof-of-concept battery at closed AJ Wagner coal plant in MD. If successful, storage at plant could increase to 115 MW.

5) US Department of the Interior announces proposed 7 GW offshore wind lease in New York Bight, between NY and NJ.

“I’m excited to announce that I had my virtual book launch this week for “The Energy Switch: How Companies and Customers Are Transforming the Electrical Grid and the Future of Power.” I was astonished at the level of interest and especially the number of great questions from attendees on everything from policy to battery technologies and solar panels. I didn’t have time to answer them all, but the good news is that many of the answers to those questions are contained in the book!

The physical book launch is next week on June 15th at my family’s independent bookstore, and that’s the day we go from pre-order status to physical delivery! You can order from the usual suspects

But if you want a signed copy, you gotta go to the link for my family’s bookstore and put in the notes that you want me to sign it. Then send me an email and I will make it happen!

You can email me at: butwhypkd@gmail.com

Thanks!"

PJM finally holds capacity auction and prices sink; Norway rocks EV sales (again); China's BYD bringing e-buses to the U.S.; 7-11 is going to charge your EV; numerous companies lining up to recycle the batteries.

1) After 3 years, PJM holds capacity auction for 2022-23 delivery year, and costs averaged close to $50/MW a day for 144,477 MW of capacity, well under the $140 price reached in last (2018) auction. This, despite MOPR requiring state-subsidized resources to bid in at specific floor prices. Coal plants got hurt, and 2 Exelon nukes failed to clear price hurdles.

2) Norway registered 8,500 EVs in May, at 60.4% of all sales and 83% if plug-in hybrids included. Ford's Ford Mustang Mach-E, w/1,384 new registrations, came 1st.

3) China's BYD brings electric school buses to N. America, with bidirectional charging capabilities.

4) 7-Eleven upping its EV fast-charging game w/plans for 500 DC fast-charging stations at 250 N American locations by the end of 2022.

5) Lithium-ion battery recycling industry is gearing up quickly w/ two announcements last week. S. Korean steel company, POSCO to set up a recycling business w/Chinese company Huayou Cobalt, investing about €88 million to build processing plant in Gwangyang. Canadian companies, Stelco and Primobius, a JV between Australian company Neometals and Germany's SMS group, to build another facility to recover and recycle metals from lithium-ion batteries in North America, at 20,000 tons.

Ford's F-150 Lightning moves EVs squarely into "Average Joe" consumer-land; Ford & SK Innovation JV'ing on 60 GWh gigafactory; Highview Power inks $1 bn of long-term storage deals; the IEA says we must move a lot faster to attain 1.5 degrees C; Vistra to exit gas plants move to solar/storage; Vestas and friends to develop fully recyclable wind blades.

1) Ford F 150 Lightning has a number of great attributes, including a vehicle-to-house capability, the ability to drive power tools, & a trunk!

2) Ford & SK Innovation launch JV to develop 60 GWh battery plant in U.S.

3) Crogenic storage company Highview Power developing a 350 MW/2.1 GWh set of projects in Spain at $1 bn.

4) IEA: if we want to stay at 1.5°C by 2050, govts are going to have to redouble clean tech efforts. An estimated 630 GW solar and 390 GW of wind needed by 2030, plus storage and EVs.

5) Power plant owner Vistra done with new gas plants putting $1+ bn of solar and battery storage into TX & CA.

6) Vestas and allies achieve full recycling of wind turbine blades by splitting & recycling both fiber and epoxy in composite blades. Plan is to offer a fully-scoped solution ready for industrial adoption within 3 years.

U.S. fuel pipeline operator Colonial Pipeline shuts down entire network following a ransomware cyber attack - the cyber battlefield widens; CA Q1 EV sales over 9%, with Tesla way in lead; NIO will bring EVs & battery swap network to Norway; AES to supply Google VA data centers w/90% clean energy on hourly basis; Talen Energy jumps into energy storage; Ford drops more money into solid state battery tech; Salesforce requires its suppliers to prove meaningful carbon reduction compliance

1) U.S. pipeline operator Colonial Pipeline shuts down network in face of ransomware cyber attack - the cyber battlefield extends to non-state actors

2) CA EV sales at 9% of total. Tesla's Model Y and 3 crush competition

3) NIO to bring EVs and battery swapping network to Norway

4) AES will supply Google w/90% carbon free energy mix on an hourly basis

5) Talen Energy to build out 1 GW of standalone energy storage on existing footprint, w/projects from 20-300 MW

6) Ford with add'l equity investment in Solid Power, developer of solid state EV batteries

7) Salesforce making suppliers prove meaningful carbon reduction compliance. Sustainability Exhibit says suppliers have 90 days to show plan, & one section has remedies related to a "climate breach."

Hawaiian islands posting solid renewables numbers, w/Maui at 50.8%; CAISO briefly hits 94.5 % renewables in April; Australia's solar pushing prices consistently negative in Q1; Hydrostor developing two 500 MW/5,000 MWh compressed air storage facilities in California; Hyundai & We Drive roll out bi-directional charging for 150 vehicles in Netherlands; Kia Motors & SK Innovations to develop a circular economy w/EV batteries; SEIA develops tool to help solar developers verify ethical supply chain.

1) HECO renewables numbers surge, w/Maui at 50.8%, Oahu 30%, Big Island at 43.4%.

2) California notches 94.5% renewables record last Saturday in April.

3) South Australia Q1 market prices between 10:00 a.m. and 3:30 p.m. were -$12/MWh.

4) Hydrostor developing two 500 MW/5,000 MWh compressed air storage facilities in CA.

5) Hyundai and We Drive testing EV sharing and bi-directional charging w/150 EVs in the Netherlands.

6) Kia Motors and SK Innovations to develop a circular economy around EV batteries.

7) SEIA addresses issue of forced labor, offers tool to help developers trace modules and verify an ethical supply chain.

XLinks eyes 10.5 GW renewables project in Morocco, to connect w/UK via 3.6 GW subsea cable; Chile's 110 MW CSP plant comes online; In (southern) Chile, large green NH3 plant planned; Thyssenkrupp wins green ammonia deal w/CF Industries in LA; Orsted & ATP bid on N Sea wind island; SDG&E goes for two H2 projects; China's Longi exports record 24.53 GW PV panels in Q1; U.S. Q1 sales of pure electric, plug-in hybrids, & hybrids total 7.8% of all sales.

1) UK-based company Xlinks looking to build 10.5 GW wind/solar complex in Morocco, ship power to UK via 2,400 mile, 3.6 GW, HVDC subsea line.

2) 110 MW concentrated solar project connects to grid in northern Chile.

3) Consortium eyes $3 billion green NH3 project in southern Chile, w/1.8-2 GW of wind tied to 1.4 GW electrolyzer.

4) Thyssenkrupp wins 20 MW electrolyzer deal to supply green NH3 to CF Industries' complex in Louisiana by 2023.

5) Ørsted and ATP to jointly bid in upcoming tender for Danish N Sea Island.

6) SDG&E announces storage project & two hydrogen facilities as part of net zero plan.

7) China's LONGi Solar w/2020 PV shipment record of 24.53 GW.

8) U.S. Q1 EVs, plug-ins & hybrids at 7.8% of total sales, up from 4.8% in 2020. Pure EVs at 99,000 vehicles.

Volvo to make 1st cars in world from fossil-free steel; Fiat runs short on batteries, cuts EV productional Turing plant by 1/3; GM & LG Chem in on $2.3 billion investment in 2nd battery factory in Tennessee; NetPower with new turbine to burn CH4 in pure O2 environment, capturing CO2; Chevron jumps into offshore wind game, with focus on new floating wind tech; NERC reports 25% of U.S. reporting utilities downloaded tainted version of SolarWinds software.

1) Volvo will produce cars from Swedish steel co SSAB's hydrogen-based steel.

2) Fiat needs more batteries, cutting weekly output of its EV 500 model from 300 to 210.

3) GM and LG Chem announce a $2.3 billion investment in 2nd battery factory in Tennessee, bringing total output to 70 GWh/yr.

4) NetPower announces plans for two natgas plants combusting methane within a pure oxygen environment, and capturing carbon for storage.

5) Chevron finally throws its immense weight into renewables, to develop a floating offshore wind platform.

6) NERC indicates 25% of U.S. utilities downloaded hacked SolarWinds software. Feds may create NTSB equivalent to formally investigate events and contributing factors, and oversee fixes.

UPS subsidiary Flight Forward to buy 10 vertical take-off and landing electric aircraft; GM continues to investigate new battery tech to cut costs & improve performance; Norway's wealth fund finally buys a big renewable (offshore wind) project; 85% of new cars registered in Norway in March were electric; 6% of new EU bus sales had a plug as well; VW indicates EV bi-directional capability may come as early as next year

1) UPS subsidiary Flight Forward buying 10 vertical take-off & landing electric aircraft. These VTOLs will be used out of Atlanta by 2024 to replace Cessnas that delivery short-haul speed freight.

2) General Motors testing multiple battery chemistries, technologies, and manufacturing processes to make less expensive and better batteries w/longer range.

3) Norway's $1.3 trillion wealth fund commits to buy 50% of 752-MW offshore wind farms from s Ørsted for about $1.6 billion.

4) 85% of all March car registrations in Norway were electric.

5) 6.1% market share of new EU bus registrations were electric.

6) VW's EVs may go bidirectional as early as next year.

Siemens Gamesa gets 1st firm order for 100 of its 14 MW turbines; Orsted announces big offshore wind-to-H2 plan for industry on Dutch/Belgian border; China now up to 550 EV battery swap stations; Finnair looking at buying electric short-haul planes; Biden admin goes big on transmission and transportation in proposed infrastructure bill

1) Siemens Gamesa notches 1st firm order for 100 x 14MW turbines for N. Sea project, online by 2026.

2) Ørsted announces 2GW of offshore wind and 1 GW of electrolyzers to supply H2 to ind'l cluster in Europe.

3) China now has 550 EV battery swap stations.

4) Finnair expresses interest in buying 20 electric short-haul aircraft from Swedish aerospace startup Heart Aerospace.

5) Biden Administration goes big w/infrastructure bill, w/$174 billion plan to "win the EV market," & create domestic supply chain for EVs. It also looks for 500,000 EV chargers by 2030, 50,000 electric transit vehicles, & electrification of at least 20% of school buses. Also an ITC for transmission to catalyze growth of 20 GW of high-voltage lines. The plan targets $180 bn of research investment for "technologies of the future" & $35 bn for research/innovation to address climate change & adaptation.

Biden & team targeting 30 GW of offshore wind; MA w/new climate plan; Britain's Crown Estate developing leasing round for floating wind projects in Celtic Sea; Biden team targeting reduction in solar costs w/R&D investments; NEV PUC approves $2.5 bn 600-mile transmission project to accelerate renewables; Australia adds 31,000 resi batteries in 2020; US DOE launches $75 mn Grid Storage Launchpad facility for long duration storage; NREL black-starts a grid w/batteries & solar

1) Biden Admin looks for 30 GW offshore wind, in line w/targets of East Coast states.

2)MA Governor signs aggressive climate bill w/efficient appliances & buildings, environmental justice, & 5,600 MW offshore wind.

3) Britain's Crown Estate w/new leasing round for floating wind projects in Celtic Sea.

4) Biden administration aiming for 60% reduction in solar costs by 2030;

5) Nevada, PUC OKs $2.5 bn, 600-mile, GreenLink transmission project supporting expansion of renewables.

6) Australia installs 31,000 battery systems in 2020, w/cumulative total at 110,000 installations;

7) DOE readies $75 million Grid Storage Launchpad facility at PNNL in Washington State, w/ 30 research labs;

8) NREL shows batteries & renewables capable of black-starting a power grid.