Friday, August 29, 2014
SOLAR COMPS ON TRACK FOR RECORD SHIPMENTS this year. Top panel makers to deliver up to 52% more than '13 ... CREE has breakthrough replacement for halogen lamps ... Tanker hauling Kurd oil disappeared from satellite tracking off TX coast ... Deepwater fracking next oil/gas frontier ... Shell submitted plan for new exploration of Alaska Arctic oil ... 1st-ever decline in Europe biofuels consumption in '13. Spain cut targets, Germany cut tax exemptions for biodiesel ... Valero restarted Indiana ethanol plant idled over 2 years ... Huge US corn crop dropping prices. $4 range possible by fall. Will help ethanol makers ... New coal, natgas power plants coming online worldwide faster than those closing. World coal, NG plant fleet will emit 300B tons CO2 over next 40 years ... Fuel Cell Energy (FCEL) got $1.2M from DOE for phase 3 of CO2 capture project using fuel cell tech. To demo commercial fuel cell stack. Produces additional power. Potential to meet DOE carbon capture goal of $40/ton. (Maybe there's still hope.) ... GE, NREL study: wind power can improve grid resiliency with immediate power ... Last Siemens 3.6Mw wind turbine installed in 288Mw project in North Sea. Vattenfall, Stadtwerke ... Sun Edison (SUNE), Terra Form (TERP) completed 2.6Mw solar system at Cal state hospital, 1.6Mw system at state prison ... Kyocera, Century Tokyo planning 2 solar power stations to float in reservoirs. 1.7Mw, 1.2Mw. Online next spring ... Japan wants 32% increase in spending - to $2B - to boost use of fuel cells, energy saving devices. Wants to more than double budget to 40B yen for hydrogen fueling stations. Sales of fuel cell cars expected by March. Also subsidies for home fuel cells for power, hot water. Also 158B yen for offshore wind, geothermal research ... Japan enviro minister says Japan should get 30% of power from clean/renewable power by '30. (I don't think they're including nuclear in that figure which is, of course, clean power. If they bring any nuclear power back online.) ... United Photovoltaics $50M profit 1H14 ... First Solar (FSLR) raised $290M debt from OPIC, IFC ... Mainstream Renewable Power OK'd for 150Mw Chile wind project ... SPI Solar to develop 30Mw PV project in China ... Uruguay seen attracting over $3B investment in clean/renewable power '10-'17.
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