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Tesla publishes Master Plan Part 3; $10.4T for a sustainable global energy economy

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During Tesla’s Investor Day held in March, Elon Musk touched on Tesla’s Master Plan Part 3, which outlines a proposed path to reach a sustainable global energy economy through end-use electrification and sustainable electricity generation and storage. Earlier post.)

Economy 464
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Benchmark: global battery industry needs to invest $514B to meet demand in 2030; $920B by 2035

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Globally, the battery industry needs to invest at least $514 billion across the whole supply chain to meet expected demand in 2030, and $920 billion by 2035, according to a new analysis by Benchmark. This includes spending on renewables such as wind and solar as well as grid and other infrastructure. Closing this 2.7

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Study finds GWP of electrolyzed hydrogen to meet ORD’s fuel needs would be 2.5x that of fossil fuels with 2020 grid mix

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Phil Ansell, an aerospace engineer at the University of Illinois Urbana-Champaign, modeled the life cycle carbon dioxide equivalent emissions of liquid hydrogen production required to meet the fuel needs of Chicago’s O’Hare International Airport (ORD) with today’s electric grid mix. Ansell presented his findings at AIAA Aviation 2023 in June.

Grid 290
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LCA finds EMN high-purity manganese products have lower carbon footprint than incumbent industry

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GWP processing routes using both grid-mix electricity and renewable electricity were evaluated in-line with LCA best-practice and Global Battery Alliance requirements for the battery passport. For HPMSM produced in China via EMM dissolution, the main contributor is the same: embodied emissions in the electricity grid mix.

Carbon 243
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Polestar, Rivian report concludes automotive industry tracking to overshoot IPCC emissions target by 75%

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Polestar and Rivia have collaborated on a ‘ Pathway Report ’ which concludes that the automotive industry is set to overshoot the IPCC’s 1.5-degree The report, which uses existing, open-source data to model the current trajectory for emissions stemming from the car industry, was carried out by global management consulting firm Kearney. …

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Profiteering Hampers U.S. Grid Expansion

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The deficit is driving up electricity prices, reducing grid reliability, and hobbling renewable energy deployment. At the heart of the problem are utility companies that refuse to pursue interregional transmission projects, and sometimes even impede them, because new projects threaten their profits and disrupt their industry alliances.

Grid 144
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DOE renews funding for PowerAmerica Institute; next-gen WBG semiconductors for power electronics

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The US Department of Energy (DOE)’s Advanced Materials and Manufacturing Technologies Office (AMMTO) renewed funding for PowerAmerica , DOE’s first Clean Energy Manufacturing Innovation Institute. Raleigh-based PowerAmerica commercialized more than 10 WBG technologies over five years.

Renewable 195