Climate Change and Renewable Energy News and Discussion
- Thread starter FairAndUnbiased
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another one of these from Orient cable in the Orsted wind power's Baltica 2 project. This one is for 66kV submarine cable, so chinese companies are providing all the 66 and 275kV cable for that project
keep in mind this is just for 1.1GW of wind power. so as Europe expand its offshore wind production, there will be a lot of opportunities like this for Chinese firms
There's really only two ways to get a massive amount of energy storage cheaply and easily. Pumped hydro, which is heavily location and water dependent and which China is already investing heavily in. And piggybacking off the population's fleet of EVs.
An EV is a 30-60 kwh battery just waiting to be used, compound that by a few million times and you got a battery that can rival that of pumped hydro. Especially since most EVs don't see much use during the afternoon/evening/night, that's when demand is the highest, most people mainly use their cars for travelling to work. Someone drives back home from home, plugs their EV into the outlet and the grid takes a tiny slip of electricity from the millions of EVs all doing the same to smooth out the supply bottoming out from solar as the sun sets. Or in the middle of the night if there's a disruption in the wind. Or in the middle of the afternoon if there's a sudden demand surge due to a heatwave or something.
The issue is that you need policies in place to get people to allow for their EV to double as a backup battery, education that using a EV like this isn't going to badly degrade the battery life and technology for vehicle to grid charging and smart systems to control the supply and demand while also ensuring that someone's EV doesn't get drained right before someone's morning commute to work.
And of course you can easily run your house off your EV if the power goes out, it can double as battery pack. Or can be used to power electronics if you're out in a rural area. Hell, in rural areas this will be a godsend, with solar, you can create your own mircogrid and not worry about the grid supply anymore. It's one of the biggest benefits from a large chunk of the country switching to EVs.
Anyone have any data on how well China is doing on those front? Is there any cities that already allow for EVs to feed their power back into the grid when the grid needs the extra power? Is there any large scale policy supporting this?
An EV is a 30-60 kwh battery just waiting to be used, compound that by a few million times and you got a battery that can rival that of pumped hydro. Especially since most EVs don't see much use during the afternoon/evening/night, that's when demand is the highest, most people mainly use their cars for travelling to work. Someone drives back home from home, plugs their EV into the outlet and the grid takes a tiny slip of electricity from the millions of EVs all doing the same to smooth out the supply bottoming out from solar as the sun sets. Or in the middle of the night if there's a disruption in the wind. Or in the middle of the afternoon if there's a sudden demand surge due to a heatwave or something.
The issue is that you need policies in place to get people to allow for their EV to double as a backup battery, education that using a EV like this isn't going to badly degrade the battery life and technology for vehicle to grid charging and smart systems to control the supply and demand while also ensuring that someone's EV doesn't get drained right before someone's morning commute to work.
And of course you can easily run your house off your EV if the power goes out, it can double as battery pack. Or can be used to power electronics if you're out in a rural area. Hell, in rural areas this will be a godsend, with solar, you can create your own mircogrid and not worry about the grid supply anymore. It's one of the biggest benefits from a large chunk of the country switching to EVs.
Anyone have any data on how well China is doing on those front? Is there any cities that already allow for EVs to feed their power back into the grid when the grid needs the extra power? Is there any large scale policy supporting this?
As the cost of renewables continue to decrease, I still think it makes sense to build a East to West canal using desalinated water. The water would be pumped against the gradient during the day and late night, which acts as energy storage and thus solving the intermittency issue. It can also be released for household/industrial consumption, thus solving the water shortage issue. It can also receive diverted water from natural rivers, thus solving the flooding issue.
China has already built massive canals, this should be a feasible project.
China has already built massive canals, this should be a feasible project.
Desalination is indeed also an energy storage mechanism.
Mingyang's new plant in Jilin has produced its first turbine. Looks like they are just producing onshore 6.25MW class turbines here
Looks like Jilin area has pretty big ambitions with wind/solar & hydrogen. It anticipates to install 11GW wind & 5GW solar by the end of 十四五
Price of solar grade silicon material continue to drop
looks like the high production capacity has managed to force this down
at the same time, polysilicon wafers will also drop
you can see the table at the bottom of that link. Longi has just 15% margin in this unit in 2022 and Jinko just 10% margin
Currently, the domestic prices are dropping to the 130 to 150k RMB/t range, but this could drop as low as 70 to 80k/ton by next year. And they will still be profitable. The cut-throatness of Chinese clean energy is impressive.
Also the Polysilicon wafer prices are dropping a lot, so the productions are cutting back also.
It's kind of interesting that China has just so much solar capacity now that the demand is not necessarily catching up. If we look at the last post, the actual production at Longi is far below the capacity. Everyone is going for vertical integration and expansion
looks like the high production capacity has managed to force this down
at the same time, polysilicon wafers will also drop
you can see the table at the bottom of that link. Longi has just 15% margin in this unit in 2022 and Jinko just 10% margin
Currently, the domestic prices are dropping to the 130 to 150k RMB/t range, but this could drop as low as 70 to 80k/ton by next year. And they will still be profitable. The cut-throatness of Chinese clean energy is impressive.
Also the Polysilicon wafer prices are dropping a lot, so the productions are cutting back also.
It's kind of interesting that China has just so much solar capacity now that the demand is not necessarily catching up. If we look at the last post, the actual production at Longi is far below the capacity. Everyone is going for vertical integration and expansion
Guofu hydrogen energy has signed agreement with South Africa solar energy company to setup green hydrogen/ammonia production base there. Or at least set up some kind of production supply chain for that. Aiming for 1 GW of electrolyzers order a year
Sany has also managed to sign a wind/solar/hydrogen/ESS/ammonia in one project in Qinghai
SPIC hs giend agreement with Yantai gov't for the world's first 100k level e-methanol project. (I don't agree that it's the first such project)
Inner Mongolia signed a deal where 2GW of wind power will produce 500kt of methanol. 14B RMB investment
remains to be seen how that market works out
This was already announced before, but now they've officially signed the agreement for delivery of 15 1000NM3/h electrolyzers from Longi to 大安项目
Sany has also managed to sign a wind/solar/hydrogen/ESS/ammonia in one project in Qinghai
SPIC hs giend agreement with Yantai gov't for the world's first 100k level e-methanol project. (I don't agree that it's the first such project)
project will involve building a production of 500kt of green methanol when completed. The first phase of plan is for 200kt of capacity
Inner Mongolia signed a deal where 2GW of wind power will produce 500kt of methanol. 14B RMB investment
also has a ultra high temp electrolysis hydrogen storage tech of 1B RMB and another billion for hydrogen vehicle related tech and 200m RMB for fuel cell manufacturing
remains to be seen how that market works out
This was already announced before, but now they've officially signed the agreement for delivery of 15 1000NM3/h electrolyzers from Longi to 大安项目