Climate Change and Renewable Energy News and Discussion

tphuang said:

MingYang also celebrating its aquaculture in action. Each unit catches 10000 fish, which makes the offshore turbine even more economical

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do some math, each fish brings in $5 in revenue. Each catch brings in $50000

you bring it in 3 times a year, that's additional $150k in revenue generated by each turbine.

read this, the economics of offshore wind in China is pretty hard to beat.

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It looks like fish farming typically has a 40% profit margin
So if there are 30K fish in a year @ $5 sales price, that's $150K in revenue yes
But the annual profit is only $42K

If you look at a 16MW offshore wind turbine and go with a 42% capacity factor and sells electricity at 5cents/kWh, that's $3 Mn in revenue.

So whilst an integrated fish farm is still worth doing because the platform is already there, it doesn't look like such a small scale fish farm makes too much difference to the financials. But if they can scale this up 10x, then it would start to make a big difference.

Almost all car companies in China are developing hydrogen/ammonia ICE engines


120kw hydrogen ICE for general aviation uses a modified car H2 engine developed by FAW.


Here is Geely’s H2 engine with high thermal efficiency.


FAW developed this engine that burns a mixture of H2 and NH3


GAC claims to have the worlds first NH3 engine for passenger cars

This is a waste of time and money. Hydrogen vehicles only make sense if you use fuel cells. Sure hydrogen burns at a higher temperature and you get a more efficient combustion engine cycle, but it is not enough to counter the increased weight of the fuel tank and the abysmal density that it has. As for ammonia it is toxic and corrosive. It would be a nightmare in terms of safety if it entered common use.


You would be better off with synthetic hydrocarbons. You can make gasoline and diesel from coal or natural gas. It is just way too expensive. But those proposals would be expensive as well.

gelgoog said:

This is a waste of time and money. Hydrogen vehicles only make sense if you use fuel cells. Sure hydrogen burns at a higher temperature and you get a more efficient combustion engine cycle, but it is not enough to counter the increased weight of the fuel tank and the abysmal density that it has. As for ammonia it is toxic and corrosive. It would be a nightmare in terms of safety if it entered common use.

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its a good hedge and if nothing else could make sense for commercial or industrial vehicles. Also, wouldn't be surprised by future disincentives on pure BEVs from the west.

Hydrogen fuel cell only makes sense for long range trucking or something like that. It remains to be seen whether battery swap or fuel cell trucks win out long term

other transportation applications for methanol are shipping, sustainable aviation fuel and maybe trains

tphuang said:

Hydrogen fuel cell only makes sense for long range trucking or something like that. It remains to be seen whether battery swap or fuel cell trucks win out long term

other transportation applications for methanol are shipping, sustainable aviation fuel and maybe trains

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I think any transportation method which uses a road (and passes an electricity line) will end up being electric.

So hydrogen, ammonia, methanol is for those applications where you can't refuel, like ships or airplanes

Hydrogen is too low density for an airplane. For ships, methane and methanol seem to be gaining traction.

good interview here with JiAn on their hydrogen related activities

绿色甲醇的价格与其订单所需的减碳需求、采用的技术路线等因素相关，目前市场预测价格在1000美元/吨以上。

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so the current price for green methanol is over $1000/ton

if they can generate green Hydrogen at $2.50/kg, each ton of hydrogen yields about 5.4t of methanol, then H2 component is about $0.46 per kg of methanol of $460 per ton. Whatever the cost of combining captured CO2 with H2 to get methanol, it's unlikely to double the cost

So significant profit to be made

绿色合成氨可以应用在海运、陆运，绿色甲醇应用在海运，绿色航煤应用在航空业，公司目前主要以氨和甲醇并重。

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Working on ammonia and methanol, which can be used in marine transport and SAF

绿氨和绿醇的客户是否都为国外？ 答：在国内也有相关需求。根据我国的双碳目标，国内碳排放权交易体系不断完善，由于绿氨下游行业比较广泛，相关的用户也在商谈。

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Looks like they got customers both domestic and foreign. Which makes sense

SAF is a huge demand field right now. Same with methanol for shipping. Some healthy money to be made here

CEC came out with their full year report for energy generation in 2023, expected continued growth in installations

2.92TW installation at end of 2023 13.9% increase over 2022

Expecting 3.25TW installation at end of 2024, 12% increase of 2023

Will expect 300GW increase in installation. Expecting renewable installations to surpass coal plant installation by then

Power generation for 2024 expecting to be 9800TWh, up 6% over 2023

Coal was still almost 60% of 2023 due to lower hydro power from 2023

Now 220GW solar was added, but just 130GW start generating electricity, so grid connection is an issue

in terms of utilization
Thermal at 4466 hours
coal at 4685 hours
nuclear at 7670 hours
wind at 2225 hours
solar at 1286 hours
hydro 3592 hours

Expectation for 2024

2024年底，全国发电装机容量预计达到32.5亿千瓦，同比增长12%左右。火电14.6亿千瓦，其中煤电12亿千瓦左右，占总装机比重降至37%。非化石能源发电装机合计18.6亿千瓦，占总装机的比重上升至57%左右；其中，并网风电5.3亿千瓦、并网太阳能发电7.8亿千瓦，并网风电和太阳能发电合计装机规模将超过煤电装机，占总装机比重上升至40%左右，部分地区新能源消纳压力凸显。

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Interesting part here is that only 1.2TW out of 1.46TW is coal for thermal, so does that mean they will have 250GW NG? That's a pretty large increase for NG IIRC

2 huge offshore wind projects for 2.4GW underway around Hainan. 29.6B RMB investment for CZ2 and CZ3

using 120 10MW turbines each