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Peter Kelly-Detwiler's picture
Principal NorthBridge Energy Partners, LLC

Peter Kelly-Detwiler has nearly 30 years of experience in the area of electric energy, retail power, and distributed energy assets. Mr. Kelly-Detwiler provides strategic expertise in the areas of...

  • Member since 2015
  • 97 items added with 30,917 views
  • May 31, 2022
  • 315 views

1) Electric air vehicle company Joby Aviation obtains FAA certification to begin on-demand commercial air taxi operations. The company is aiming for aerial rideshare service by 2024.
2) BNEF estimates EVs and fuel cell vehicles avoided consumption of nearly 1.5 million barrels of oil/day in 2021, about 3.3% of global demand. 
3) Hyundai hails agreement w/Georgia for EV and battery plant to make 300,000 cars/year, starting 2025.  
4) Stellantis and battery co Samsung SDI teaming on 23-33 GWh EV battery plant in Indiana, to start in 2025.
5) Benchmark Minerals counts estimated 300 battery gigafactories globally in planning or construction phases, w/total annual manufacturing capacity around 6,388 GWh, up 68% YOY.
6) Benchmark also warns battery factory growth twice the speed of mineral supply chain growth. w/critical shortages likely in visible future. 
7) U.S. Dept of Defense wants Congress to include Australia and the UK as “domestic sources” in Defense Production Act, with focus on battery supply chain.
8) Air Liquide cuts ribbon on 30 tons-per-day liquid hydrogen production and logistics plant in Nevada, to supply hydrogen-fueled vehicles, w/landfill gas as feedstock.
9) Veolia shredding 250 wind blades/month, turning them into both silica and fuel for cement manufacture.
10) U.S. Supreme Court on Thursday lets stand the Biden Administration’s social cost of carbon estimates applied during consideration of new regulations, repudiating 20 Republican states that tried to block the move. Cost figure bumped from the $10/ton used during Trump era to value close to $50/ton. #batteries #EVs #sustainability #circulareconomy #recycling#windenergy #socialcostofcarbon #batterysupplychain

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