Will Storage Mirror Solar? I often ask myself how the chemistry projects in storage will play out in the storage sector. 10 years ago, solar was also going through a science project with companies in thin film and organic cells trying to drive up the efficiency to lower the cost. When it all played out, costs in crystalline came down and bankability caused the science projects to struggle gain the scale required to get actionable market share. Storage could be different. The science could drive exponential advantages as opposed to just lower costs. Lithium Ion may very well be the crystalline that keeps market share because of costs, access and bankability but maybe something else will overtake that. Google seems to think so…
This Will Be Different, Shell 2.0. Shell has been hiring some big solar names, names most solar folks know. The CEO has said his next car will be an EV and capital will get deployed into renewable energy. BP had a solar factory, Chevron used to do tax equity and Total basically owns SunPower. Oil companies have been trying to see an entry into new energy for years, as long as any corporate money. This time will be different I think except that the total dollars deployed will be restricted by the drastic reduction in costs.
For You To Read. Leaving this story here without comment.
- Fortune: Google Has a Secret Plan to Store Renewable Energy
- Greentech Media: Shell Seeks a Greener Path Amid ‘Lower Forever’ Oil Prices
- PV-Magazine: SEPA focuses on utilities’ changing role as electricity delivery evolves
- NRDC: Tesla Delivers Model 3 as CA Moves Plan to Boost EV Market
- Energy Collective: House Science, Space, And Technology Gets Sage Advice From Energy Innovators
- Huffington Post: How Congress Is Cementing Trump’s Anti-Climate Orders into Law
- CleanTechnica: Solar – Choice, Competition, & Clean Air
- Atlanta Journal Constitution: Plug being pulled on Plant Vogtle’s nuke twin in South Carolina
Opinion
Have a great day!
Yann