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Nextracker inks 1 GW supply deal and claims up to 12% bifacial yield gain

The 1 GW fifth phase of the Mohammed bin Rashid Al Maktoum Solar Park in Dubai will feature NX Horizon trackers with the deal announced after the manufacturer published new bifacial yield gain claims.

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Plasma enables smaller, more powerful NMC-811 cathodes

Batteries could shrink even more with smaller crystals in the cathodes. Battery packs in electric vehicles and consumer goods could become smaller, while still offering high performance.

National lithium-ion battery supply chains ranked

Analysts at Bloomberg New Energy Finance have quantified the influence of markets around the world. The ranking supplies a snapshot of 25 countries and also offers a five-year outlook.

How long will the lithium supply last?

Researchers have sounded the alarm. If no serious efforts are made on second-life battery use, recycling and vehicle-to-grid applications, decarbonization efforts may hit the buffers a lot sooner than expected.

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Divisions emerge ahead of EU Climate Law and Just Transition bill reading

The weeks ahead could prove decisive for the bloc’s decarbonization ambitions as the European Parliament prepares for several votes and legislative proposals from the commission. The European Climate Law and the Just Transition Fund are critical parts of the European Green Deal but remain points of contention at Brussels.

The weekend read: Coming around

Given the number of batteries (primarily lithium-ion) that are required to decarbonize the power and mobility sectors, the industry is now preparing for a mountain of battery waste. Recycling is technically feasible, but is also subject to sensitive economics. The framework in which recycling companies can achieve the best life-cycle costs for batteries needs to be carefully enabled through policy – and it will likely include a mixture of technologies and business models, in order to allow life-cycle emissions of batteries to be brought down.

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“Capacity deferral is the primary source of storage value”

Big batteries derive most their value from replacing gas peaker plants and averting the installation of excessive amounts of transmission and generation infrastructure. However, batteries cannot replace all gas plants, MIT researchers found. From a holistic economics perspective, there is a certain share of storage that is considered cost-efficient. With battery costs declining, that share is constantly increasing.

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Battery manufacturing capacity set to increase fourfold to 1.3 TWh by 2030

Analysts at Wood Mackenzie have looked at plans for the incoming decade and concluded that about 119 manufacturing sites will be up and running by 2030. China currently sits firmly in the driving seat, with Asia Pacific comprising 80% of global manufacturing capacity, but Europe is catching up.

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EBRD, KfW provide €135 million loan for next-gen cathode material plant in Poland

The new material is not commercially available yet, but in trials the materials allegedly proved its technical and economical superiority over NMC 622, NMC 811 and NCA batteries.

Power-to-gas facility in Canada could pay back in just under three years

The facility’s size and operational pattern could be optimized using a mixed-integer linear programming-based model. By selling hydrogen, supplying grid ancillary services and selling by-product oxygen, power-to-gas economics could be dramatically improved.

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