Thursday, November 10, 2011

STUFF

IAEA says Iran building mini nuke warheads for medium-range missiles and could have enough material for 4 bombs. Well, it's supposedly the end times. But I bet the billionaires don't want it to end.

Chinese solar panel makers have raised US market share to over half from almost zero 5 years ago. China comps account for 3/5 of world panel production and exports 95% of it. US solar installs have been growing >70%/y since '08. The "dumping/subsidy complaints seeking 100% tariffs. Yesterday was deadline for Commerce Dept to begin formal inquiry and required by law to issue prelim decision possibly mid-Jan but no later than late March on antidumping, mid-May on antisubsidy. Tariffs could be retroactive to yesterday.

CEO of Electricite de France said it would cost France $544B to replace its nuke plants (3/4 of their el power). 5-44 would be May of '44. Just wondering how they come up with numbers.

In '00, US used 25% of world energy, China <10%. '07 US @ 22%, China 16%. Estimate we will be tied at 18% in '15.

DOE announced Offshore Wind Initiative. $43M for 41 projects in 20 states next 5 years to speed tech, lower costs, shorten deploy. ABB will oversee, with assists from AWS Truepower, Duke, NREL and U of Pitt. To assess best sites.

GE to supply 70MW of wind turbines for 2 projects in France.

PPRW to build 16.2MW of solar in Bulgaria.

Algenol Biofuels started build of algae biorefinery in FL. Algae to ethanol. 6K gal/acre/yr. Production capacity 100K gal/yr. ~$50M.

USDA announced $55M loan for Sapphire Energy to help build algae biorefinery in NM. $135M total.

Aquaculture now supplies near half of world's seafood.

Calif hit 1GW rooftop solar.

Vestas says it will layoff US workers if subsidy expires in '12.

Smith EV filed for $125M IPO. Workingman's Tesla. Kansas City comp. Been building Newton trucks since '09.

IEA: for every $1 not spent on clean E by '20 will cost >$4 for the increased emissions after.

China inflation fell to 5.5% in Oct.

100K met tons/yr biodiesel plant in Hong Kong to open in '13. $164M.

Poland says EU biofuels mandate will cost them $1B in '12.

And that, pards, is where we are.

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