Tuesday, September 25, 2012

STUFF

Smart E Capital, BELECTRIC, Obsidian Finance passed 50% completion of 5.7Mw solar PV project in OR. Largest solar project in NW, 1st to BPA system. Online Oct. $5M from Energy Trust of OR, tax creds from OR DOE. Portland General El to buy the power.

Caithners Energy's OR 845Mw wind farm now operational. 1 of world's largest wind farms. S Cal Ed buying the power.

Morgan Stanley sees QE4 by end of year.

Water levels in Great Lakes could soon hit all-time low. Temp or perm harbor closings could become more common if drought continues. Fed taxes on ship cargo in coastal systems, including Lakes, go into Harbor Maintenance Trust Fund. $8B in it. Recent appropriations $800M/y. Vessel operators appealing for dredging at Lakes Superior, Michigan, Huron ports.

Lawrence Berkeley Lab reports Cal can't reach goal of 80% GHG redux by '50 without major advancements in tech.

Tighter budgets pushing fed agencies to make lasting cuts in E use.

Judge dismissed NY AG's suit seeking enviro reviews of fracking in Delaware River Basin.

TSLA plans to build network of solar powered EV chargers on major US highways for its cars at no charge. System recharges @ 100Kw rate to give 3 hours highway driving with 30-minute charge. Chargers cost $250K each. Can power up 4-6 cars at a time. Plans to install 100 over next 3-4 years. Solar City systems. 1st superhighways San Diego to Vancouver, Miami to Montreal, LA to NYC. Also plans installs in Europe and Asia in '13. TSLA wants to become profitable in '13 from sales of Model S and supplying batt packs, motors to Daimler, Toyota.

Est > 3Gw new baseload (24/7) opportunities next 5-10 years in US from coal plant closings.

EU filed 2nd complaint with EC against Chinese solars. Demanding tariffs. This time for Chinese comps receiving illegal subsidies. 45 days to decide whether to open inquiry. EU govts then have 13 months from begin of probe - 15 months for dumping - to impose "definitive" anti-subsidy duties for 5 years.

For solar to spread mainstream on US homes, installs must move beyond solar contractors to traditional building trades. US has near 93K HVAC contractors, > 63K roofing, siding, sheet metal contractors. 2K solar contractors.

GEVO switching back to ethanol from biobutanol at MN refinery. Does not now expect to reach desired yearend run rate. Maybe that's why stock's down today. Shift to eth to max cash flow. Buy GEVO.

FL's Dyadic Intl verified their biofuels enzyme at eth demo plant in Sweden. EU funded research. Cellulose to fermentable sugars. Got US patent for platform tech of fungal strains. Economical over-production of enzymes, other proteins at industrial scale for food, feed, fuels, pharma, organic acids and antibiotics.

ND State U's Northern Research Extension Center to soon harvest, analyze energy beets already proven to produce 2x eth/acre than corn. 28tons/ac dryland up to 41 tons/ac irrigated.

Novozymes to announce by yearend plans to build plant in Brazil to supply enzymes to convert sugarcane bagasse, other waste to eth.

Fed appeals court says Army Corps immune to Katrina litigation, reversing months-ago decision. What a surprise.

NRC cleared laser tech for NC enrichment plant.

Exxon, Rosneft plan to drill in ex-Soviet nuke waste dump.

Entergy aims to sell high-volt lines to ITC.

Malaysia put hold on rare earths plant operating license.

Haiti banned plastic bags, foam containers. Paper or plastic. How about hemp handles for paper bags?

Manitoba pondering pesticides ban. I'm sure that will go well.

Iran forces arrested Rafsanjani's children. Iran forces arrested Rafsanjani's children. Again?

"Smart sponge" holds key to cleaning frack water. Part of Sponge Bob's bag of patents?

ROHM (JP semiconductors) in collab with Aquafairy (JP fuel cell maker) and Kyoto U for high efficiency FC for smart phones. 1/4 weight of lith-ion batts, same capac. Life span 20 years v. 3-5 of li-ion.

IF auto industry had gotten efficient as quickly as IT industry in last 40 years we'd be getting 450K mpg.

Tin, tantalum, tungsten and gold the 4 "conflict minerals".

NREL improving GHG calculus for power plants. Lifecycle assessment harmonization. Detailed in "Meta-analysis of Life Cycle Assessment" in Journal of Industrial Ecology. (Yale School of Forestry, Enviro Studies).

Cal's 1st allowance auction may overwhelm state's carbon mart by offering too many creds too abruptly too early. 14 Nov.

No comments:

Post a Comment