Wednesday, July 6, 2016

EV SALES IN US, CANADA ESTIMATED TO BE NEAR 200K THIS YEAR, UP 62% YOY: NAVIGANT. ESTIMATES UP 60% IN '17, NEAR DOUBLE IN '18.


EV batt market estimated $10B by '20: Lux Research.

BYD (BYDDF) energy storage joint development agreement with EDF.

Fisker Karma EV (now "Karma Revero") back in production in California.

Siemens testing 260Kw electric plane. Working with Airbus.

DOE to offer cyberthreat-sharing defenses to small utilities.

Cal grid operator: customers should expect blackout 14 days this summer from shutdown of leaking underground natgas storage facility.

DOE $16M to move energy tech from labs to market. 54 projects.

SECI issued 650Mw solar tender.

Ontario to tender 232Mw small-scale solar projects under FIT program.

Canadian Solar (CSIQ) unit sold operating solar farms in China for $32.8M.

Southern Power bought majority stake in Sunpower (SPWR) 102Mw California solar project.

First Solar (FSLR) to launch new thin-film module mid-'17. 16.4% efficiency. Lower costs, faster production.

Valorem has 100Mw wind, solar pipeline in Africa.

Pattern Energy (PEGI) bought development rights of Sun Ed (SUNEQ) 600Mw wind project.

DONG Energy to build 700Mw wind power in 2 projects offshore Netherlands at Euro72.70/Mwh.

Victoria, Australia moving ahead with 3 new wind projects, near 400Mw total.

New Panama Canal can accommodate 90% of world's LNG tankers up to 3.9BCF capacity.

Qatar spike in LNG exports to S Asia, Mideast.

India to boost ethanol blend to over 22%, upping biodiesel to B15. Anticipated feedstocks from bamboo, rice straw, wheat straw, cotton straw. Ethanol now from molasses.

India to start exporting coal.

US Bank restricting future investment in coal.

Murray (Coal) may soon lay off up to 80% of its workforce.

Oklahoma earthquakes down 25% in '16. (Most likely from lower oil production.)

80Kb/d production expected by yearend from new field offshore Ghana.

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