Dear President von der Leyen, Dear Executive Vice-President Séjourné, Dear Commissioner Šefčovič, Dear Commissioner Hoekstra, By 2021, Europe started to get serious about trying to establish a European battery value chain. European companies invested billions based on promises by EU leaders that their factories were essential to Europe’s future resilience … [continued]
Why battery incentives in the Industrial Accelerator Act (IAA) are essential and achievable. Europe’s battery value chain has experienced several setbacks over the past years. Yet, it doesn’t start from scratch. The Industrial Accelerator Act (IAA) must provide the boost needed to materialise and scale projects. T&E shows how incentives … [continued]
Imagine buying an electric van for your business, then discovering the cable connecting it to the grid won’t be installed for another ten years. That, roughly, is the position Europe’s ports and airports are in today. Brussels has told them, by law, to electrify but the grid needs to follow. … [continued]
Made-in-EU requirements for all battery components would secure cell demand and investments in midstream production. New analysis on the feasibility of cell and cathode requirements¹, finds that by 2030 sufficient amounts of Made-in-EU cells will be available for the IAA scope — including corporate and private EVs falling under a … [continued]
Regardless of the sharp U-turn in federal energy policy, General Motors is on track to manufacture EV batteries based on an LMR formula that delivers improved performance at a lower cost (LMR battery cropped, courtesy of GM).
Regardless of the sharp U-turn in federal energy policy, General Motors is on track to manufacture EV batteries based on an LMR formula that delivers improved performance at a lower cost.
The latest release from Donut Lab’s “I Donut Believe” series is a surprise. Donut Lab has always used the proof series to puncture false claims and conspiracy theories. This one smashes lithium battery conspiracy theories. Truly, Ziroth is wrong. More and more, critics are clinging to falsehoods like cult followers … [continued]
Something interesting is going on in China, and I’m not exactly sure what to make of it. Typically, I don’t see a lot of rival narratives in Chinese media. One story is often covered the same across the industry, and there’s not a ton of competing narratives arguing with each … [continued]
DNV says shore power, plug-in hybrids and fully electric ships could materially reduce future shipping fuel demand, but those pathways sit outside the simulation producing its headline 2050 fuel requirement.
DNV’s new Maritime Forecast to 2050 puts a very large number on shipping’s future demand for low-carbon molecules. In its strongest global-regulation scenario, internationally operating ships above 400 gross tonnes require about 185 million tonnes of oil equivalent of low-GHG fuel in 2050, roughly 7.7 to 7.8 exajoules. That implies … [continued]
Can you spot which battery is NMC? The one that looks like a pillow is NMC. The one that looks like a Pop-Tart is not. How do we know this? Because the puffed up battery came from a video made of an NMC battery. It was placed in a bath … [continued]
Cheap working fluids do not make cheap electricity storage. Compression, thermal management, containment and expansion turn apparently simple gas storage into process infrastructure.
Two years ago I called compressed-gas electricity-storage claims mostly hot air. Since then the sector has produced exactly the sort of evidence that should force a reassessment rather than a repetition of the old argument. China has commissioned the 600 MW / 2.4 GWh Huai’an compressed-air demonstration, Hydrostor has pushed … [continued]
