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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
  • 103 items added with 33,132 views
  • Jan 13, 2021
  • 861 views

1) NIO Day in China: NIO announces sedan w/solid state battery at 625 miles of range by 2022, & amped up battery swap program (1.5 mn swaps to date).

2) Germany nails 43,000+ EV sales in Dec, 660% over prior Dec. In 2020 194,000 EVs sold (13.5% of all new cars) 

3) Ørsted, Siemens Gamesa, ITM Power, & Element Energy garner €5 million funding to pilot combined wind turbine and electrolyzer system on offshore platform. 

4) Ten years on, US DOE SunShot Initiative did pretty well, Aimed at cutting installed solar costs by 2020 to $1/W for utility-scale PV, $1.25/W for com'l rooftop, and $1.50/W for resi rooftop, they hit the utility numbers. Commercial resi was in mid-$2 range, and resi around $3, held back by economies of scale but also permitting, interconnection, and inspection costs.  

5) MA passes climate legislation calling for 2050 net zero emissions, and setting 5-year targets. Offshore wind goal now at 5,600 MW & all new cars sold must be electric by 2025. #PKayDee #energytransition #energyswitch

 

 

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Matt Chester's picture
Matt Chester on Jan 13, 2021

Glad to see you back, Peter-- and lots of great forward-looking innovation stories to appropriately kick off a new year! The electrolyzer pilot in particular is eye-grabbing, though for what it's trying to do and in that context is  €5 million more of a token than potential gamechanger?

Peter Kelly-Detwiler's picture
Peter Kelly-Detwiler on Jan 15, 2021

It's a token to move a single pilot along, BUT WAIT, there's more!  Siemens Energy and Siemens Gamesa just announced a new spin-off that will invest $146 mn in a turbine that makes H2 via electrolysis.  Siemens Gamesa Chief Executive commented that the plan is to “completely retool the turbine, which has been designed for electricity production.”

https://www.reuters.com/article/us-siemens-gamesa-r-siemens-energ-windpo...

Jim Stack's picture
Jim Stack on Jan 15, 2021

Peter, Great news in Electric Vehicles , the smart growth for utilities. They can charge Off Peak and EVen provide power to the GRID when needed. The same battery progress for electric vehicles is being added to the GRID  by the Mega Watt. Solid state batteries will keep that progress going. We finally have clean technology that can help each other . 

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