Tuesday, September 3, 2013
STUFF ... Radiation levels at Fukushima 18x higher than previously thought. Far higher than TEPCO equipment could detect ... El prices in S Cal grid area up 70% 1H13 yoy. Much related to shutdown of San Onofre nuke. Grid "congestion" 51% of time. Prices down in San Diego area grid ... Low estimate to replace 250 existing coal plants with carbon storage plants in US $1T. El would cost 50% more ... Crop pests on move from climate change ... 1st wave energy project stalled in OR ... India group setting up E10, later E20 pumps at 50 stations ... German ethanol production up 3x in June yoy. Improved margins from lower grain prices. 110M liters in June, up from 66M in May. 31M June '12. 60% from cereals, rest from sugar beets ... Brazil to probably import 1B liters ethanol during inter-harvest season. Most likely from US. 545M imported last inter ... TSLA opened 1st Europe Model S final assembly plant in Netherlands ... India protesters (farmers, fishers) withdrawing agitation over 9.9Gw nuke project in Maharashtra to dialogue with state. "Enhanced" compensation. Plant online in '21 at earliest. Still buying land. Civil liabilities for damages still a hurdle, along with credit and cost. Est. cost in '10 was 1T Rupees. India nuke power gen cap now 4.8Gw. Wants 63Gw by '32 ... FRV got finance from 2 Aus/NZ banks to build 20Mw solar plant in Australia with Acciona. 20-yr FIT from territory govt. Online mid-'14 ... Japan to pay Sumitomo, 3 other comps up to 75% of costs for 2 projects aiming to reduce cost of energy storage with batts. Govt goal energy storage by batts to cost $234/Kwh within 7 yrs, matching cost of pumped hydro storage now. Sodium-sulfur, vanadium techs ... China's SPV Prime Acquisition investing $380M in Romania solar. 10% interest in 50 PV plants and green certificates ... US installed 978Mw PV solar in 2Q13. 24% over 1Q. 53% in Cal ... US firms closed $67M fund to invest in over 150Mw of Sun Ed PV projects ... Blue Earth (BBLU) to make $336M from 165Mw of solar contracts over next 2 yrs ... Australia launched dumping probe into China, Korea wind towers ... IMPSA agreed on $52M finance for Argentine wind farm ... Hannaford (Belgium) store in Maine eliminating HFCs. CO2 to chill, freeze foods. More energy efficient, inexpensive. Leaks easier to fix. Refrig emissions easily 25-30% of GHG pie. Whole Foods, Caputo's to begin CO2 use this year. HFCs near 12K x more powerful GHG than CO2. 400 comps agreed to change over to CO2 starting in '15. (Yea, no hurry, huh?) ... GM boosting Malibu fuel econ 12% for $160 price increase. 3mpg jump. (If they can do that ...) ... Boise shift to rail from truck delivery dropping CO2 emiss 60% ... Solar wafer makers to raise prices in face of growing polysilicon costs. Last week poly price $16.61/Kg ... Australia launched Great Barrier Reef trust fund ... Global warming makes another Sandy-like storm less likely: researchers ... USDA sold beet sugar to biofuel producer at $2.7M loss. (What subsidies?) ... Nissan selling green car creds in Cal ... Mercedes ordered 123 more Plug Power fuel cell units for forklifts for new Ala warehouse. Last year they bought 72 ... Plug also got $650K from DOE to demo FCs for truck refrig units for Sysco. Air Products hydrogen. Nuvera got $650K too for same program ... Over 28K FC systems shipped in '12 (US or world figures wasn't said. I think it was world.) ... China set new FIT rates for solar ... Infigen won approval for new 100Mw S Wales wind farm ... Suzlon to issue $749M of new securites ... French wind, solar installs at lowest level in 4 years in 2Q13 ... Court threw out enviro challenge to new PPL power line ... Solar incentives rebound in NJ ... Suntech directors quit. Said comp has no biz plan. In bankruptcy. Comp expects restructuring framework this week ... Infinity Wind Power to build $140M 150Mw wind farm in ND. Online by '15. (Cheapest number I've seen lately.) ... Kazakhstan intro'd clean/ren FIT ... Sinovel $75M loss 1H13. Revs down 55% ... China Datang Ren Power 1H13 profit up 2x to $38M yoy. Revs up 35%.
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