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DOE issues RFI on $675M critical materials supply chain program

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The program will address vulnerabilities in the domestic critical materials supply chain. Critical materials, which include rare-earth elements, lithium, nickel, and cobalt, are required for manufacturing many clean energy technologies, including batteries, electric vehicles, wind turbines, and solar panels.

Supplies 199
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Volkswagen previewing mobile quick charging station; trials in 2019, production in 2020

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The start of production is planned for 2020. As of 2020, the charging station will also be implemented in other cities and communities. If, however, it is permanently attached to the power supply with up to 30 kW via alternating current, the battery pack perpetually recharges itself.

2020 350
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Irizar e-mobility to supply 14 electric buses to the city of Genoa

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The Irizar buses will operate around the streets of Genoa from August 2020. Irizar Group has invested in the largest photovoltaic solar farm in the Basque Country and the energy generated in this farm supplies the Irizar e-mobility facility, making this the first completely clean energy factory that manufactures electric buses.

Supplies 382
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Octillion to supply high-density batteries to FNM for 1,000 electric trucks for beverage maker Ambev

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Battery maker Octillion Power Systems will supply advanced lithium-ion batteries to Brazilian manufacturer FNM (Fábrica Nacional de Mobilidades) for the production of 1,000 electric trucks for beverage maker Ambev. Octillion and FNM announced their partnership in October 2020. Earlier post.).

Supplies 393
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Cal ISO: California grid battery storage increased nearly 20x since 2019 to 5,000MW; projected to hit 52,000 MW by 2045

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Source: California Energy Commission The latest data from the California Energy Commission (CEC) shows that in 2021 more than 37% of the state’s electricity came from Renewables Portfolio Standard (RPS)-eligible sources such as solar and wind, an increase of 2.7% compared to 2020.

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BNEF projects impact of COVID-19 on renewables, energy storage, EVs, etc.

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Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. This could make 2020 the first down year for solar capacity addition since at least the 1980s. Chinese factories are restarting, so the pressure on supply of key components and equipment is likely to ease.

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NERC report outlines potential electricity disruptions in US this summer

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In the “high risk” category is California, which relies on large energy imports during peak demand scenarios and when solar resource output retreats in the evening hours. While more than 3 GW of additional resources are expected in California this summer compared to 2020, most will be solar photovoltaic (PV) generation.

Solar 406