Advanced energy is energy efficiency, demand response, smart grid, EVs, biofuels, power from natgas, solar, wind, hydro, geothermal, nuke. US market was $200B in '15, up 1% v. '14. Global market was up 8% yoy. (I don't know why natgas power is included. But it is.)
US energy storage market up 243% in '15: GTM Research. 112Mw deployed in 4Q, 221Mw in full year. Est. 1.7Gw - $2.5B - annual market by '20.
Near 100M households globally may be powered by solar by '20: Bloomberg. Off-grid solar market now $700M/yr. Est. $3.1B market by '20.
Est. $27B spent in '15 globally on lighting by kerosene, candles, other crude methods.
Oregon lawmakers passed bill to boost clean/renewable power share to 50%. Exit from coal power. Also to accelerate electric transportation.
Brazil solar sector to create 60-90K jobs by '18: Absolar.
Ontario investing $100M in energy efficiency from Green Investment Fund to help cut GHG emissions 37% by '30.
Tensions mounting from Central Asia drought.
Water reservoir levels in Tasmania at 16.8% and falling from drought. Dams can't generate power. Undersea power cable out since December. Bringing in diesel generators.
Xinjiang Goldwind overtook Vestas in '15 as world's top wind turbine maker. 7.7Gw last year.
Arise to sell up to 100Mw "shovel ready" wind projects per year: CFO.
Trina Solar net profit up 29% in '15.
Geronimo sold 66Mw US community solar portfolio to BHE.
Panasonic beat Sunpower (SPWR) solar module efficiency record. 23.8% v. 22.8%.
GCL solar module production up 500% in '15 to ~2.6Gw. Net profit up 175%.
ISS finished development work on 265Mw of solar projects in US southeast. 10 projects. Rate of return 8.6-34%.
Countries producing 73% of world oil agreed to freeze production at January levels. Doesn't include countries with ability and/or intent to increase production - Iran, Iraq, Libya, US and probably Canada.
Wall Street has pumped $9.2B more into oil/gas comps so far this year.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment