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T&E: two-thirds of European battery production at risk as companies weigh investing in US instead

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A green industrial policy focused on batteries with EU-wide support for scaling up production is urgently needed to react to US subsidies and China’s years of dominance. The report also places question marks over projects in Serbia and Spain by InoBat, which recently secured incentives for a joint venture with an American company in Indiana.

Companies 430
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Rystad Energy expects strong growth in hydrogen pipelines through 2035

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Hydrogen pipelines are already used to supply industrial hubs (at petrochemical plants for example). Europe, with its extensive gas grid, is well placed to make the jump. Mt of local supply with startup by 2030 (or only 2.1 France, Spain, and Germany. Additionally, 3.4

Hydrogen 531
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Eurocell EMEA to build Gigafactory in Western Europe; NCM cathodes, graphite-silicon composite anodes

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With an initial £600-million (US$813-million) investment planned over two phases, it intends to supply European energy storage, automotive, and e-mobility applications. The company says it will mass-produce and export its batteries from one of three key markets: the UK, the Netherlands or Spain.

Europe 243
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bp and thyssenkrupp Steel to advance the decarbonization of steel production; low-carbon hydrogen and renewable power

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bp and thyssenkrupp Steel have signed a memorandum of understanding (MoU) focused on the development of long-term supply of low-carbon hydrogen and renewable power in steel production, helping accelerate the steel industry’s wider energy transition. The steel and energy industries have of course long been closely linked.

Hydrogen 170
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BNEF, Snam, IGU report finds global gas industry set to resume growth post-pandemic; low-carbon technologies for long-term growth

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This trend was already underway before the pandemic, due to cost-competitive gas in key sectors including power, industry and transport, and major regions including Europe, North America and Asia. India is planning to almost double the length of its gas transmission grid, while China will grow its gas network about 60% by 2025.

Gas 243
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Naturgy and Enagás studying production of green hydrogen from 350 MW of wind power in Asturias

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Naturgy and Enagás are studying the production of green hydrogen from a 250MW floating offshore wind farm and another 100MW onshore wind farm in Asturias (Spain) for industrial consumption in this Autonomous Region. The electrolyzer will be supplied by Hydrogenics, which is part of the Cummins Group.

Wind 315
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Mitsubishi Heavy, Hitachi and Mitsubishi Corp. to begin $65M project on EV transportation infrastructure for smart community system demo project in Spain

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Japan’s New Energy and Industrial Technology Development Organization (NEDO) has selected Mitsubishi Heavy Industries, Ltd. The demonstration project will be conducted under the Japan-Spain Innovation Program (JSIP), which is managed by NEDO and Spain’s Centre for Industrial Technological Development (CDTI).

Spain 210