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

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BloombergNEF has issued a research note highlighting some of the likely effects of the coronavirus COVID-19 outbreak over the next year on the transition to a clean economy: including renewable power, energy storage, electric vehicles, heating, cooling and the circular economy. Chart: BloombergNEF.

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Report says lithium from California’s Salton Sea can anchor US battery supply chain

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Developing lithium from the Salton Sea in California can help anchor a multi-billion dollar domestic electric vehicle battery supply chain and inject thousands of jobs and billions of dollars into California’s economically disadvantaged Imperial Valley, according to a new report from New Energy Nexus. Earlier post.).

Supplies 505
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A123 Systems to supply 2MW Li-ion energy storage system to Ray Power for frequency regulation in China

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A123 Systems will supply a 2MW grid Li-ion energy storage system to Ray Power Systems Co. a Chinese company focused on developing the frequency regulation market and relevant technologies. —Eldon Mou, CEO of Ray Power.

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GlobalData: Coronavirus threatens China’s battery sector dominance; 26 GWh hit in 2020

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The coronavirus (COVID-19) outbreak in China will impact the green energy sector, including renewable energy sources, battery energy storage, electric vehicles (EVs), and renewable heating and cooling, says data and analytics company GlobalData. —Sneha Susan Elias, Senior Power Analyst at GlobalData.

2020 292
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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

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The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. Global Nickel Trade and Chinese Dominance.

China 416
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Benchmark: China will increase share of global cathode production to 87% in 2030

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The top four Chinese cathode producers in 2022 combined have more than 1.4 Many of the cathode facilities in planning or under construction are from Tier three producers, who currently do not supply the EV market. LFP’s safety means it is attractive for energy storage applications.

China 243
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DOE awarding $1.6B to 11 battery materials separation and processing projects as part of $2.8B funding

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billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. It will produce enough material to supply more than 250,000 electric vehicles annually. Of that, $1.6

Parts 459