CORRECTION – Vestas rolled out 15 MW platform last year; now going into testing phase

Georgia Power eyes 15MW/1,500 MWh long-duration iron-air battery project w/Form Energy; Siemens and Ford roll out bidirectional charging station for homes; GM ups 2022/23 EV output targets from 7,000 to 46,000; US Depts of Transportation and Energy offering $5 billion to states for national EV charging network; CAISO facing interconnection tsunami, w/605 projects totaling 236,225 MW; Auxin Solar requested the US DOC to investigate Chinese cell/module dumping via SE Asia; Vestas to test 15MW turbine w/115 meter blade.

1) Georgia Power plans to install Form Energy’s long-duration iron-air battery in 15 MW/1,500 MWh project with 100 hours of duration

2) Siemens Ford collaborate on bidirectional charging station w/peak power rating of 19.2 kW, w/separate feeds for EV charging and powering home.

3) GM raises 2022/23 EV manufacturing targets, from 7,000 to 46,000 units & deliver a total 400,000 by end of 2023.

4) US Depts of Transportation and Energy offering $5 billion in funding to states building out national EV charging network along specific Alternative Fuel Corridors. Amount in FY 2022 is $615 million.

5) CAISA swamped with interconnection requests totaling 605 projects at 236,225 MW, comments, this amount “creates barriers to moving forward effectively.”

6) Auxin Solar petitions US DOC to investigate potential circumvention of duties, w/assemblers of crystal silicon PV cells and modules in Malaysia, Thailand, Vietnam, and Cambodia using Chinese-affiliated suppliers.

7) Vestas ready to test its V236-15.0 MW turbine with 115-meter blade.

PJM proposes 2-yr pause on interconnection reviews; Energy aggregator Voltus petitions FERC for technical conference related to Order 2222; global renewables purchases top 31 GW, w/Amazon buying 20% of total; Daimler, NextEra Energy Resources, & BlackRock to invest $650 mn to design, develop, install, operate nationwide high-performance charging network for medium and heavy-duty battery electric and hydrogen trucks in U.S.; Fermata Energy highlights single Nissan Leaf that earned $4,200 in DER activities last summer; GM says it will deliver 400,000 EVs through 2023, and planning for ability to make 1 million EVs by 2025; Mining group Glencore and British battery startup Britishvolt to recycle batteries, w/plant operational by mid 2023, processing at least 10,000 tons of batteries; Boson Energy claims it can create carbon-negative hydrogen from waste at a cost of zero or below, w/high-temp pyrolysis.

1) Overwhelmed by interconnection proposals, PJM proposes a two-year pause in reviewing 1,200 – mostly solar - projects.

2) Energy aggregator Voltus asks FERC for a technical conference related to Order 2222, seeking to clarify roles and rights of ISO/RTO vs. distribution utilities.

3) Corporations buy 31.1 GW of green powers in 2021, w/Amazon accounting for 20%. 10% of all renewables installed last year related to corporate purchases.

4) Daimler, NextEra Energy Resources, and BlackRock JV to invest $650 mn to design, develop, install, operate a nationwide high-performance charging network for medium and heavy-duty battery electric and hydrogen trucks across U.S.

5) Fermata Energy points to Nissan LEAF in RI that earned $4,200 in DR Markets, offsetting peak demand at water plant facility during 27 peak events totaling 57 peak hours.

6) GM plans to deliver 400,000 EVs through 2023, and develop manufacturing capacity of 1 million EVs by 2025. Company reports over 110,000 reservations for 2024 Chevy Silverado EV pickup.

7) Mining group Glencore and British battery startup Britishvolt form JV to recycle batteries, with a plant operational by mid 2023 and processing at least 10,000 tons of batteries annually.

8) Luxemburg’s Boson Energy claims it's about to produce carbon-negative hydrogen from waste at a cost of zero or below, avoiding garbage tipping fees and methane emissions from decomposing trash. Super high-temperature plasma-assisted gasification process breaks waste into CO2, hydrogen, and a blue/gray glassy ‘rock.’

Vistra augments CA Moss Landing storage project, taking it to 750 MW and 3,000 MWh; PG&E announces nine new battery contracts totaling 1,600 MW; China’s CALB to develop yet another 100 GWh of battery manufacturing capacity; Chinese vehicle OEM Geely sets up 2nd JV to create EV battery swap ecosystem in China, with another 5,000 stations planned; Nordic Green Ammonia Power Ship Initiative into 2nd stage, w/planned design of ammonia-powered vessel to ply Nordic waters by 2025; Boeing invests another $450 mn in electric autonomous vertical take-off and landing small plane

1) Vistra expands Moss Landing energy storage facility in CA, from 400 MW / 1600 MWh, to 750 MW / 3000 MWh

2) PG&E inks nine new battery projects totaling 1600 MW of new capacity, bringing its total to over 3300 MW by 2024.

3) Chinese battery manufacturer CALB plans two additional battery production facilities, each at 50 GWh. Current plans are for a total of 500 GWh by 2025.

4) Chinese car company, Geely announces 2nd JV for EV battery swap ecosystem of 5,000 stations.

5) Nordic Green Ammonia Power Ship Initiative moves into two-year program to develop ammonia powered ship design, with goal of first vessel by 2024-2025.

6) Boeing plunks down another $450 million in Whisk Arrow JV to develop electric vertical takeoff and landing, autonomous aerial taxis. Funds in part for the start of series production.

Maiden voyage of worlds 1st liquid hydrogen carrier from Melbourne to Kobe last week; MidAmerican seeks approval for 2,042 MW of wind and 50 MW of solar; datacenter co. Equinix advancing co-innovation facility using liquid cooled servers supplied by fuel cells & sodium ion batteries; CA Community Power selects eight hour lithium-ion battery project; CT regulators launch program for 580 MW of storage between now and 2030; Fluence Energy joins w/solid-state battery company QuantumScape to develop stationary storage projects; Chinese battery giant CATL announces EV battery swap business capable of addressing multiple models; Scotland selects 17 offshore wind projects, totaling nearly 25,000 MW of capacity, with over half being floating technology.

1) 1st liquid hydrogen carrier ships brown hydrogen from Melbourne to Kobe in test of new hydrogen shipping tech.

2) MidAmerican Energy proposes 2,042 MW of wind and 50 MW of solar, and intends to evaluate other tech, such as energy storage, small modular nukes, and carbon capture.

3) Datacenter co Equinix pushes the envelope on sustainable data centers w/new facility using liquid cooled servers, fuel cells, sodium ion batteries, and intelligent power management system.

4) California Community Power approves eight hour, 69 MW, 552 MWH storage project using li-ion batteries, beating out other storage technologies.

5) CT's Regulators launch storage program specifying 580 MW through 2030 for the states' two utilities, w/incentives for resi and C/I sectors.

6) Fluence Energy signs agreement w/Solid-State battery co. QuantumScape to find ways to use their battery technology on the grid.

7) Chinese battery behemoth CATL unveils EV battery swap business, w/modular swap solution and standardized battery blocks. Claims "high compatibility" and ability to serve estimated 80% of today's global EV platform-based models and 100% of models in next three years.

8) Scotland selects 17 offshore wind projects, at nearly 25,000 MW of total capacity. 10 projects, and more than half of the awarded capacity are using floating wind technology.

CA budget proposal adds $22bn to last yr's $15 bn to focus on climate, w/ emphasis on disadvantaged communities; EPRI says grid must expand 3x to meet Biden Admin climate goals; Investigators at Stanford and DOE find way to extend li-ion battery life by up to one-third; GM EV quarter a major mis-fire, w/only 26 EVs sold; initial US EV sales estimates for 2021 at 647,000, up 103% YOY; China crushes that number, at 3.3 mn EVs in 2021; U.S. to auction almost 500,000 acres offshore fo NY and NJ, to host est'd 5.6 - 7 GW of offshore wind; Canadian compressed air storage company Hydrostor nets $250 mn investment from Goldman Sachs

1) CA earmarks $22 bn in budget (added to $15bn from last yr) to address climate change, w/focus on LMI and disadvantaged communities.

2) EPRI says we'll have to triple grid capability in order to address Biden Admin's carbon reduction goals, going from meeting 20% of total overall U.S. energy needs to about 60% by 2050.

3) Researchers at Stanford & DOE's SLAC National Accelerator Laboratory discover method to extend life of li-ion batteries by as much as a third.

4) GM's EV business suffers rough quarter, owing to impacts of massive Bolt recall, and sell only 26 EVs.

5) 2021 US EV sales (pure electrics and PHEVs) estimated at 647,000 up 103% over 2020 approx 4.3% of 15 million total light vehicles sold. Tesla accounted for over half.

6) China EV sales rocket to 3.3 million pure EVs and hybrid plug-ins, w/mkt share of 15.7% of vehicles sold in the country. Of that number, Tesla sold 473,000, coming in only behind BYD.

7) US govt announces offshore wind lease auction next month for over 488,000 acres off NY and NJ w/potential of between 5.6-7 GW of capacity.

8) Canadian compressed air storage company Hydrostor garners $250 million investment from Goldman Sachs's private equity branch.

1) 1st cold front of yr cuts Permian Basin gas output 20% w/frozen equipment & flared off gas. Least output since last Feb.

2) New York’ 2022 State of State w/strong sustainability goals: $500 mn for offshore wind supply chain, $1 bn for EVs, a doubling of energy storage to 6,000 MW by 2030, and creation of designated national hydrogen hub.

3) Cummins plans joins w/Chinese state-owned oil co Sinopec in 1 GW PEM Chinese electrolyzer factory.

4) Nikola inks two separate contracts to supply total 200 electric trucks to Heniff and USA Truck in as-a service model.

5) Our Next Energy drives retrofitted Tesla Model S 725 miles on single charge of its 203.7 KWh battery.

6) GM unveils electric Chevy Silverado pickup, out in 2023, w/est’d 400-mile range & base price of 39,900.

7) Ford to double 2023 F-150 Lightning production yet again, this time to 150K vehicles.

8) Wallbox Industries announces a second gen bi-directional home charger, turning EVs into emergency backup power sources.

9) GAF Energy’s nailable shingles can be installed by any roofing contractor as fast as a regular shingle. New 50 MW facility in CA to produce 60” by 16” shingle w/pre-installed wiring.

GM delivers first five of 500 electric delivery vans to FedEx; Mack truck begins production of its LR Electric trucks, which will haul garbage; NY plans on 10 GW of distributed solar by 2030, w/focus on low income market; Meyer Burger to build 400 MW high-efficiency solar module plant in AZ, expandable to 1,500 MW; Spanish/Australian partnership to develop three Australian offshore wind farms totaling 4.3 GW, w/3.0 of that to be floating platforms; Southern California Edison proposes $675 mn program to install 250K heat pumps in service territory.

1) GM delivers five of 500 electric delivery vans to FedEx CA facility.

2) Mack trucks begins manufacturing first fully electric heavy duty truck in PA, a garbage truck w/payload of 66,000 pounds and range of about 70 "on the job" miles. NYC Sanitation Dept has ordered seven.

3) NY State announces program for 10 GW of distributed solar by 2030, involving billions of dollars of investment, and creation of up to 6,000 additional solar jobs. 40% of the anticipated investments to focus on disadvantaged communities, and LMI households.

4) Swiss co Meyer Burger Technology establishing AZ manufacturing site for high-performance solar panels as part of strategy to produce modules near end-use customers, and source materials from regional suppliers.

5) Spain-based BlueFloat Energy & Australia's Energy Estate plan three offshore wind farms totalling 4.3 GW off Australia's coasts. These include two floating wind farms w/3 GW of capacity off New South Wales. The companies are also assessing additional sites in Victoria, South Australia, and Tasmania.

6) Southern California Edison proposes $675 mn, 4-yr, plan to CA PUC for up to 250K electric heat pumps in service territory to displace gas use.

ISO New England's CEO warns of potential weather-related power shortages this winter; MA and MD select over 3,250 MW of offshore wind projects; supply chain challenges may cut forecasted U.S. 2022 solar deployments by 25%; CAPUC proposes major revision to net metering rules; CA CEC's new Building Efficiency Standards require storage for com'l & multi-family dwellings; GE Hitachi Nuclear Energy and partners to develop minimum of 10 BWRX 300 MW Small Modular Reactors in Poland by early next decade; NuScale Power signs merger agreement w/Spring Valley Acquisition Corp to go public via SPAC in 2nd half of 2022. NuScale's makes 77 MW modules that can be daisy-chained, w/first projects for Romania in 2027/2028, and in Utah slightly later.

1) ISO's CEO warns limited supply of gas could cause problems with power supply this winter.

2) MA awards 1,232 MW of offshore wind to Commonwealth Wind Development and add'l 400 MW to Mayflower Wind Project, while MD PSC awards credits to approved 1,654 MW of its own offshore wind.

3) SEIA warns solar installations may grow by 25% less than previously forecast, owing to supply chain issues and rising costs.

4) CA PUC's proposed on-site solar compensation framework would create new net billing tariff requiring solar customers to use time-of-use rates, w/existing net meter customers transitioned to new tariff 15 years after commissioning. Bill credits for customers adding storage, and a monthly fixed fee of $8/KW of installed solar also in the mix.

5) California's CEC's new Building Efficiency Standards mandate all commercial & multi-family homes be equipped w/energy storage, while new resi construction must be storage ready.

6) GE Hitachi Nuclear Energy, BWXT Canada Limited and Synthos Green Energy announce plan to develop minimum of 10 BWRX 300 MW Small Modular Reactors in Poland by early in next decade.

7) Modular nuclear manufacturer NuScale Power signs merger agreement w/Spring Valley Acquisition Corp to go public via SPAC, by 2nd half of 2022. NuScale's plans include 77 MW modules that can be daisy-chained w/first projects later for Romania in 2027/2028, and in Utah about a year later.

Q3 U.S. storage installations reach 3,515 MWh; liquid CO2 storage co Energy Dome w/series A funding of $11 million, eyes 100-MWh project for Italian utility; Ford - w/F-150 Lightning EV pickup reservations at 200,000 - is now focused on converting reservations into firm orders; China sells 429,000 EVs in November; EEI announces national EV charging coalition of over 50 utilities; SEA Electric to convert 10,000 diesel buses to electric over next five years; bp buys electric fleet charging mgmt co AMPLY Power; Swiss co Blackstone Resources presents 3-D manufacturing process for li-ion battery cells; Commonwealth Fusion Systems raises $1.8 bn in series B funding round, w/goal of commercializing fusion energy.

1) Q3 U.S. storage installations reach 3,515 MWh, w/AZ, CA, and TX leading the charge

2) liquid CO2 storage co Energy Dome raises series A funding of $11 million, trials a 2.5 MW/4 MWh demo project, and plans for 100-MWh Italian utility project;

3) Ford is no longer taking F-150 Lightning reservations, but working to convert the existing 200 k reservations into firm orders while doubling annual prod'n capability from 40,000 to 80,000 units;

4) China registers 429,000 EVs in November, w/80% pure electrics. By comparison, the U.S. sold 378,500 EVs in 1st 10 mos of 2021;

5) EEI announces National Electric Highway Coalition - w/51 investor-owned utilities, one co-op, and TVA - aimed at supporting network of EV fast-charging stations on US highways;

6) SEA Electric wins order from Midwest Transit Equipment to convert 10,000 existing diesel buses to electric over five years - w/V2G capability;

7)electric fleet charging mgmt co AMPLY Power snapped up by bp, gaining capital to expand with offerings such as charging-as-service. bp plans to operate 70,000 EV charging points across the globe by 2030;

8) Swiss company Blackstone Resources rolls out a 3-D manufacturing process for li-ion cells, allowing for thicker power storage layers & boosting energy density by 20%;

9) Commonwealth Fusion Systems raises $1.8 bn in series B funding round, w/goal of commercializing fusion energy and building "the world's first commercially relevant net energy fusion machine."

Chinese EV co NIO and Shell team up to grow battery swap network; ABB orders $5.3 mn of hydrogen fuel cell systems to power 200 KW off-grid EV Fast Charging Stations; Chinese EV OEM car Xpeng plans to expand beyond Norway into Sweden, Denmark, and Netherlands in 2022; Mercedes-Benz and Stellantis investing unspecified amount in solid state battery cell developer, Factorial Energy; Per BNEF, avg li-ion battery pack prices down 89% since 2010, from $1,200/kWh in 2010 to $132/kWh in 2021,, w/6% drop last year; IEA reports over 100 carbon capture & storage projects in global pipeline.

1) Chinese EV OEM NIO and Shell partnering to develop 100 charging/battery swap facilities in China & Europe.
2) ABB orders $5.3 million worth of hydrogen fuel cell systems from AFC Energy to power 200 KW EV Fast Charging Stations in off-grid applications.
3) Chinese EV OEM car Xpeng expanding from initial market in Norway into Sweden, Denmark, & Netherlands next year.
4) Mercedes-Benz and Stellantis invest in solid state battery cell developer Factorial Energy.
5) BNEF says avg l-iion battery pack prices down from $1,200/kWh in 2010 to $132/kWh in 2021 (89% decline), w/ a drop of 6% last year. However, prices rebounding somewhat on commodity squeeze. BNEF also sees pronounced move away from expensive cobalt-based to lithium iron phosphate batteries (30% cheaper).
6) IEA reports over 100 carbon capture and storage projects announced this year. Historically, < 3 mn tons of CO2 capture capacity added annually in recent years, w/total global capacity cumulatively at 40 mn tons. IEA says about 1.6 billion tons must be achieved by 2030 in its roadmap to net zero global emissions by 2050.

At COP26, Climate Group's EV100 initiative adds seven new members, committing to electrify 250,000 vehicles in their fleets; 30 countries and 11 car makers issue non-binding declaration to leave the internal combustion engine behind; GM finishes Cadillac dealer restructuring, paying out $274 mn to dealers who won’t support EVs to leave network; Reuters counts $500 bn in global OEM spending on EVs and batteries; Wright Electric has plans for a 100-seat, fully electric regional jet by 2026; Entergy Mississippi finally invests in renewables; Georgia Power issues RFP for 1,030 of renewables by 2024; Hawaiian Electric looking at 50,000 additional rooftop solar arrays; Australia surpasses 3 million rooftop PV systems; EIA says 2020 average outage time 8 hours; Infrastructure Bill eliminates some barriers to transmission projects.

1) Climate Group's EV100 adds seven new members with add’l 250,000 fleet vehicles that will be electrified.
2) 30 countries (incl UK and India, but not China or the U.S.), 11 car makers, and other partners commit to transition from internal combustion engine.
3) GM cuts number of Cadillac dealers from 920 to 560. Only those supporting EVs remain. Pay-offs to departing dealerships total $274 million.
4) Reuters analysis shows global automakers spending more than half a trillion dollars on electric vehicles and batteries through 2030.
5) Wright Electric plans to fly 100-seat, 4-engine electric regional jet by 2026, retrofitted with 2 MW electric powertrain for range of 460 miles.
6) Entergy Mississippi to add 1,000 MW of renewable power through 2027, while closing older gas gen plants.
7) Georgia Power issues RFP for 1,030 MW of new renewables, to be commissioned by 2024.
8) Hawaiian Electric planning on another 50,000 rooftop solar systems.
9) Australia hits 3 millionth rooftop PV system, w/total 13 GW installed, at an average of nearly 1 kW for every Australian.
10) EIA reports average U.S. electricity customer had 8 hours of outages in 2020, the most since it began collecting data in 2013.
11) Infrastructure Bill strengthens federal hand, improves chances for build-out of interstate transmission

Southern Co to retire 55% of remaining coal fleet by 2030; Engie N. America exits planned 60 MW solar/storage project (4 hrs duration) in Hawaii, citing supply chain issues; VW to work w/Oak Ridge Lab in high-speed wireless charging; Fortescue Metals plans to invest up to $8.4 billion in a green H2 project in Rio Negro Argentina; Federal law enforcement bulletin says drone that crashed near Pennsylvania substation in 2020 was probably meant to damage or disrupt electric equipment; Major global insurance firm AXA to stop investing in & underwriting insurance for new oil exploration projects unless affiliated oil & gas companies have credible transition plans to renewables.

1) Southern Co will shutter 4,300 of its remaining 9,800 MW of coal gen by 2030 (55%).

2) Engie N. America pulls plug on a planned 60 MW solar and 240 MWh storage project in Hawaii, blames supply chain issues and trade disputes. More such withdrawals likely to follow across industry as costs increase.

3) VW Group of America’s Innovation Hub increases collaboration w/Oak Ridge National Laboratory and University of Tennessee, Knoxville to boost break­throughs in material science for EVs. First project to test high-power wireless EV charging capability with a Porsche Taycan at a current 120 kW, w/goal of 300 kW.

4) Australian billionaire Andrew Forrest and mining company Fortescue Metals looking to invest up to $8.4 billion in a green hydrogen project in Rio Negro Argentina.

5) Federal law enforcement bulletin indicates drone that crashed near Pennsylvania substation last year likely meant to damage or disrupt the electric equipment. It’s the first known such case.

6) Major global insurance firm AXA will stop investing in and underwriting insurance for new oil exploration projects unless the affiliated hydrocarbon cos have credible transition plans to renewables. It will also cut exposure to oil sands, Arctic drilling & shale fracking in its investment and insurance underwriting portfolios.

NY rejects two natural gas generating plants, citing conflict w/State's GHG goals; solar asset insurer kWh Analytics reports US solar assets underperforming expectations; Hertz announces a plan to make up to 50,000 Tesla vehicles available to qualified Uber drivers; GM to deploy up to 40,000 AC EV charging stations in US & Canada through dealers starting next year; Siemens Gamesa Renewable Energy to join with Virginia's Dominion Energy on $200 million factory to manufacture turbine blades for offshore markets; NextEra 500 MW wind project will support unnamed hydrogen fuel cell company green H2 project.

1) New York state Dept of Env Conservation nixes a controversial 437 MW gas power plant slated for Queens saying inconsistent w/2019 Climate Leadership & Community Protection Act. Plan to repower existing 511 MW power plant in Danskammer, NY also rejected for the same reason.

2) Solar insurer, kWh Analytics reports US solar assets underperforming P50 estimates by between 5 and 13%, w/performance noticeably worsening since 2016.

3) Hertz to make up to 50,000 Tesla vehicles available to qualified Uber drivers in LA, San Francisco, San Diego, & Washington DC. w/weekly rental starting at $334 & going down to $299, including maintenance & insurance.

4) GM to deploy up to 40,000 AC EV charging stations in US & Canada, starting 2022. In addition to chargers at the dealerships, each dealer will have up to 10 level 2 charters available to install at key locations in local community.

5) Siemens Gamesa Renewable Energy partnering w/Virginia's Dominion Energy on $200 million factory to manufacture offshore turbine blades.

6) NextEra announces increased commitment to green hydrogen w/plans to build 500 MW wind project that will supply energy to unnamed fuel cell company's hydrogen-producing electrolyzer plant.

Hertz orders 100,000 Tesla Model 3's to be delivered over the next 14 months; Britishvolt setting up 60 GWh battery factory in Quebec; Stellantis and LG Energy Solutions announce JV for a 40 GWH battery factory in U.S.; contract manufacturer FoxConn jumping into EV game with 3 models; Empire Wind taps Vestas as preferred turbine supplier, w/plans to order 138 x 15.0 MW turbines for Empire 1 and 2 projects off New York; HyStor Energy, a team of natural gas storage pros, announces huge green hydrogen production and storage hub in Mississippi by 2025.

1) Hertz to buy 100,000 Tesla Model 3 Sedans for major U.S. markets and European markets, beginning early November.

2) UK-based Britishvolt to build 60 GWH battery plant in Quebec to supply North America's car makers.

3) Stellantis and LG Energy Solutions form new JV to build 40 GWH battery factory, to be operational by Q1 2024.

4) Taiwanese contract manufacturer, FoxConn, the company that makes our iPhones, announces 3 internally developed prototype EVs - an SUV, a Sedan and a City Bus under the Foxtron brand.

5) Empire Wind to buy 138 of Vestas' 15.0 MW turbines for the Empire 1 and 2 projects, 15 to 30 miles off Long Island. Vestas will install and test its 15 MW prototype next year.

6) HyStor Energy, a team of natural gas storage pros, announces intent to build the largest green hydrogen hub in the U.S. by 2025. w/110,000 metric tons of annual H2 output, storing as much as 70,000 tons in underground salt caverns.

816 MW offshore Empire Wind project files with Federal Energy Regulatory Commission to delay its start date 18 months to the end of 2026; solar supply chain issues starting to hurt, and drive increases in panel prices; Swell Energy inks deal with Redwood Coast Energy Authority to create a community grid program, with up to 45 MWh of onsite solar powered storage from C/I customers in California's Humboldt County; Thomas Built electric school bus w/ Proterra power battery system in Beverly, MA sends power to the grid during 30 separate events this year totaling 3 MWh; Champaign-Urbana Mass Transit District gets 2 new 60-foot long hydrogen buses fueled by H2 from electrolyzer in turn will be powered by 5,500 local solar panels in Illinois; Volvo Group rolls out world's first vehicle made from fossil free steel - from steelmaker SSAB using green hydrogen from HYBRIT project in Northern Sweden; Air Products announces plan to build $4.5 billion blue hydrogen facility in Louisiana.

1) 816 MW offshore NY Empire Wind project files with Federal Energy Regulatory Commission to delay its start date by about 18 months to late 2026, citing permitting process, and the complexity of offshore construction.

2) Solar industry facing headwinds in form of supply chain challenges and higher commodity prices, especially polysilicon, with costs of frequently deployed panel types jumping from 21¢/watt to 24¢/watt in first 9 months of 2021.

3) Swell Energy commits to provide up to 45 MWh of solar-powered storage to Redwood Coast Energy in California's Humboldt County.

4) V2G increasingly viable, as Thomas Built e-bus w/Proterra power 226 kWh battery system sends 3 MWh of power to the grid during 30 separate events this year.

5) Champaign-Urbana Mass Transit District deploys 2 new 60-foot long hydrogen buses w/H2 from electrolyzer powered by 5,500 local solar panels.

6) Volvo Group unveils world's first vehicle made from fossil free steel - a load carrier used in mining and quarrying. Steel is from SSAB's hydrogen- based HYBRIT tech, which will be producing millions of tons of carbon-free steel by 2026.

7) Air Products outlines plan to build $4.5 billion blue hydrogen facility, capturing the carbon and storing it in underground reservoirs in Louisiana.

VW reports 144,000 orders for its ID.3 EV in first year; China's BYD teaming up with Nuvve JV to deploy 5,000 V2G-capable electric fleet vehicles in as-a-service offering; GM to build new battery cell innovation center in its global tech center in Michigan; Stellantis to offer plug-in hybrid Jeep Grand Cherokee SUV w/ 17 KWh battery; North Carolina legislators pass energy bill with electric sector emissions reduction cuts of 70% cuts from 2005 levels by 2030; Maine seeking federal approval for floating offshore wind lease area; Moody's sees climate risk as having major influence on banks' loan quality, with losses as much as 20% higher under extreme climate scenarios; World's top mining companies commit to net zero direct and indirect carbon emissions by 2050 or earlier.

1) A year after launch of its ID.3, VW reports sales of 144,000.

2) Chinese EV company BYD and Levo Mobility announced they'll join forces to integrate Nuvve's vehicle-to-grid techn w/commercial public transport & heavy-duty battery electric vehicles in a fleet-as-a-service leasing model.

3) GM announces new battery cell innovation center in its global technical center in Michigan, focused on development and production of its next-gen Ultium cells. Goal is to cut costs by 60%.

4) Stellantis will offer Jeep Grand Cherokee SUV in hybrid model, w/17 KWh battery.

5) North Carolina legislators pass bi-partisan energy bill with electric sector emissions reduction cuts of 70% from 2005 levels by 2030.

6) Maine governor Janet Mills submits requests permitting from feds for 15 square mile area, 20 miles off coast for siting up to 12 floating wind turbines.

7) Moody's sees climate risk as having major influence on banks' loan quality, with losses as much as 20% higher under extreme climate scenarios.

8) World's top mining companies commit to net zero direct and indirect carbon emissions by 2050 or earlier. Companies invovlved represent about one third of the global mining and metals industry.

Solar industry faces supply chain issues and price hikes, but possible tariff action averted for now; wind developer Ørsted hints at 27 MW turbines; Arevon commits to 2 GW Tesla battery purchase, Fluence to IPO, and SB Energy to buy 2 GWh of iron flow batteries; China's NIO hits 4 millionth battery swap while Geely jumps further into swap game - switching batteries in under one minute; Ford commits add'l billions to battery plants and a major campus - Blue Oval City

1) The solar industry is hampered by supply chain, trade, and shipping issues, slowing projects and putting others at risk. Largest Chinese producers warn more challenges to come.

2) Denmark's Ørsted suggests new turbines for 1.5 GW Southern Sweden wind farm could employ turbines as large as 27 MW.

3) Storage developer Arevon will buy 2 GW of Tesla batteries; Fluence will IPO; and SB Energy commits to 2GWh of iron flow batteries from ESS to be used for solar projects in CA & TX.

4) Chinese electric vehicle company NIO announces 4 millionth battery swap. Meanwhile, Geely plans on 5,000 swapping stations of its own in China by 2025, w/stations switching battery in 59 seconds.

5) Ford and Korean battery partner, SK Innovation to invest $11.4 bn in electric F-150 assembly plant and 3 U.S. battery plants. Signature investment will be $5.6 billion "Blue Oval City" campus in Tennessee.

Australia/Singapore venture Sun Cable announces $2.5 bn investment in Indonesia to support project to transmit solar energy from Australia to Singapore; Ford and Redwood Materials hail partnership to boost recycling of EV batteries; Michigan to develop pilot wireless inductive charging project on a mile of road; NERC/FERC release preliminary report on winter storm, with a focus on Texas; London's largest taxi and car hire co will employ only pure EVs after 2023; Chinese president Xi Jinping says no more construction of new coal fire plants abroad.

1) Sun Cable announces $2.5 bn investment in Indonesia to support 3,100 mile project to move solar energy from Australia to Singapore, while increasing the project by from 14 GW to between 17 & 20 GW, while adding between 36 & 42 GWH of storage.

2) Ford & Redwood Materials announced partnership to increase U.S. recycling of EV batteries, focusing on collection and disassembling of spent batteries from Ford's EVs; Ford also invests $50 million in Redwood.

3) Michigan plans to build the first U.S. public road on which EVs can wirelessly charge as they drive, but Indiana may be ahead.

4) NERC and FERC publish preliminary report on the winter storm with a focus on Texas. Biggest cause identified as being freezing issues, with largest sub causes being frozen instrumentation, and wind blade icing.

5) London's largest taxi and car hire co, Addison Lee, will use only pure EVs after 2023. Boosting current fleet of 650 EVs, it will add 200 VW ID4s each month come November, w/total investment at about $220 million.

6) Chinese president Xi Jinping pledges China will no longer build coal generation plants abroad. No details on the commitment or timeline, nor any reference to domestic coal use.

Lake Ontario to get two electric ferries; battery recycling co Redwood Materials planning on massive U.S. battery materials factory; San Antonio's Muni Utility CPS, solar developer OCI Solar Power, and Hyundai Motor Group will test used batteries in a utility-scale storage system to be built next year in San Antonio; 800 MW Vineyard Wind offshore project lines up $2.3 bn of debt financing - time to start building; Illinois Governor Pritzker signs The Climate and Equitable Jobs Act committing state to 50% carbon free power by 2040 and 100% by 2045. Up to 10 GW of solar anticipated.

1) Ontario will soon see two electric ferries cruising its shores.

2) Lithium battery recycler Redwood Materials plans to build one of the planet's biggest battery materials factories, recovering materials and manufacturing back into both anode copper foil and cathode active materials. Plan is for a 100 GWh per year of cathode active materials and anode foil production by 2025, w/capacity for 1 million electric vehicles, scaling to 5X by 2030.

3) CPS, San Antonio's Municipal Utility, local solar developer OCI Solar Power, and Hyundai Motor Group will test capability of used batteries in utility-scale storage project next year.

4) Vineyard Wind lines up $2.3 debt financing for 800 MW, 62 turbine Vineyard Wind 1 project. Project can now green light its contractors, and begin the hiring, training and deploying of labor. Onshore work to start within months on Cape Cod. Offshore work beginning in 2022 and first power flowing sometime in 2023.

5) Illinois Governor Pritzker signs Climate and Equitable Jobs Act, committing the state to 50% carbon free power by 2040 and 100% by 2045. As much as 4 GW of utility scale PV and 5.8 GW of rooftop and community solar anticipated by SEIA. Also $280.5 coal-to-solar and storage initiative for storage projects on retiring coal plant sites. Illinois Senate also voted to offer $700 million in subsidies over 5 years to Exelon to keep 2 nuclear plants operational.

LiCycle announces 4th battery recycling plant; NY will ban ICEs by 2035; NYC announces ambitious EV plans; CO utility Xcel Energy w/new program to accelerate transition to EV with incentives for lower-income customers; Chevron announces intent to acquire equity stake in the Advanced Clean Energy Storage Project, a green hydrogen hub w/over 1 GW of electrolyzers and storage of 5,500 MT of green hydrogen in salt caverns near Delta, Utah; A study in "Nature" estimates that for planetary temps to remain at 1.5 degrees Celsius, vast majority of known hydrocarbon reserves must remain in the ground; DOE Solar Futures Study says solar could provide 40% of U.S electricity by 2035 and 45% by 2050; Walmart raises $2 billion in a green bond; Tesla seeking staff for an energy trading team related to its battery and renewable power projects; Vistra's huge Moss Landing, CA, storage project offline after batteries overheated.

1) Lithium-ion battery recycler LiCycle plans on a 4th recycling plant, this one in AL.

2) New York Governor signs bill mandating only zero-emission passenger cars and light trucks after 2035.

3) New York City launches Electrifying New York, EV vision plan looking for 400,000 electric vehicles by 2030, and charging network of over 40,000 public Level 2 chargers and 6,000 fast chargers.

4) Colorado utility Xcel Energy announces program for transition to EVs w/incentives for lower-income customers, including $5,500 rebate on new EVs and $3,000 rebate on used ones.

5) Chevron to acquire equity stake in Advanced Clean Energy Storage Project, the new green hydrogen hub planning over 1 GW of electrolyzers and storage of 5,500 MT of green hydrogen in salt caverns near Delta, Utah.

6) A study in "Nature" says for planetary temps to stay at 1.5 degrees C, 58% of discovered oil reserves, 59% of natural gas reserves, and 89% of existing coal reserves must stay in ground.

7) DOE Solar Futures Study sees solar supplying up to 40% of U.S. electricity by 2035 and 45% by 2050. Would need to expand avg of 30 GW annually between now and 2025 and 60 GW per year for the next 5 years after that.

8) Walmart raises $2 billion in a green bond to cut carbon emissions, increase recycling, and decarbonize supply chain.

9) Tesla building an energy trading team for its battery and renewable power projects.

10) Vistra's massive energy storage project in Moss Landing, California, goes offline batteries overheat and sprinkler systems respond.