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by craigshieldsPosted on Posted in Photovoltaics

As we’ve learned in our last monthly webinar, Germany is undergoing some rapid changes in its adoption of photovoltaics.  Many people say that the huge feed-in tariffs that created an enormous influx of investors a few years ago didn’t need to be quite as aggressive, and thus wouldn’t have caused such a shock to the market when it was cut to a  fraction of what it was.  But what will be the overall effect of the German PV market’s “sobering up?” I predict a “soft landing” (rather than a crash) and a continued, steady interest in the subject. 

Milk The Sun is a group that agrees.  As readers will see, this is a very professional attempt to bring together developer, land owners, and investors, forming an extremely efficient way for the market to keep on rolling along – and to reach into other countries, like the U.S.  They called me last week and want to establish some sort of cooperative relationship, which I’m more than happy to support.

In related news, German manufacturing giant Bosch is exiting the PV manufacturing market, citing oversupply.  Given China’s exponential and unflagging growth in this space, it’s easy to see Bosch’s reasoning.

 

 

 

 

 

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by craigshieldsPosted on Posted in Biofuels

I may have mentioned that my wife bred race horses for many years, and her interest in the subject wound us up in a fairly rural area of California. As I like to do on weekends, I took a long walk yesterday, during which I happened to go past perhaps 40 acres of alfalfa, I presume as horse feed. This made me think of the basic energy issues associated with converting energy from the sun into chemical energy, which, in turn, reminded me of this piece a friend sent me on growing sugar beets as the feedstock for ethanol.

I remain unconvinced that there is a real future in converting the plants we grow into biofuels. Obviously, there are the normal array of resource issues: land use, effects on the food supply, and all the ecological (and financial) cost of planting, irrigation, fertilization, harvesting, and processing. But also militating against growing and type of plant for  fuel, I would think, is the basic thermodynamics of converting the radiant energy of the sun into chemical energy. How efficient can this possibly be, given all the metabolic processes that need to happen to keep the plant alive?

Perhaps some heavy-duty botanist could comment on this.

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by craigshieldsPosted on Posted in Energy Storage

 Frequent commenter Cameron Atwood writes:

I’m pleased to hear that further strides are being made in storage, and I look forward to seeing specifics emerge on this technique. The more of this progress is made and adopted, building on already proven storage technologies, the more obsolete and empty the red herring of intermittency will become.

I look at storage as just another cost item associated with serving peak load. Btw, this is what makes the zinc-air battery deal (from our list of clean energy investment opportunities) so exciting. The main question is: Can storage cost less than the same size peaker plant? And the answer, it seems, will soon be Yes.

Of course, this isn’t a straightforward trade-off; peaker plants have an array of advantages and disadvantages vis-à-vis storage that make this a slightly more complicated issue, though this high-level comparison is a good place to start.

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by craigshieldsPosted on Posted in Energy Storage

In response to my recent post on Storage Week, the energy storage conference that I try to catch each year, a longtime 2GreenEnergy reader from the Middle East writes:

Hi Craig!  I admire your persistence. The concept has been in discussions under a different context since around April 1989.  I have attached this for your convenience. Wish you a successful meeting.

Thanks for the kind words.  Re: your comment about my persistence, I have to laugh.  I’m not going away anytime soon, absent getting hit by a bus or something else unforeseen, that is. 

You’re 100% correct that the concept of energy storage is not a new one. One could argue that the concept goes back to candles, albeit on a micro scale.  And, of course, anyone is free to postulate ideas about utility-scale storage, like the people you mention here with their enormous volumes of lead-acid batteries.  The issue of course, then as now, is cost.  Getting the cost of large-scale energy storage down to a viable level is, for the first time in history, right around the corner.

For my money, the people with the best chance to make this happen are the zinc-air battery chemists, noted on our list of clean energy investment opportunities. 

Again, I appreciate your thinking of me. 

 

 

 

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by craigshieldsPosted on Posted in Renewables - Business

A reader in India writes about my upcoming trip to the Storage Week conference:

Nice to know you are participating in the storage conference in Austin, Texas. I would be happy to hear from you about your experience there in due course. I myself am working on storage solutions for roof top wind/solar which I will share with you sometime in future. 

 You may not remember: I had grumbled about your books being solely US-centric, which you accepted too. In your present letter, there is mention of what is going on in the world elsewhere in the RE field – a welcome sign. India has an ambition plan of generating 20000 mw of energy from renewable by 2020, which is going to be certainly surpassed.  things here are not done in organised and methodical manner as they are done in your country. But the happy thing is we do not have political obstructions, interference from vested business interests, particularly oil etc. to scuttle green efforts. Hope you will, when you have time, try to know about national solar mission of India.

Yes, I remember well, and thanks for raising that excellent point: I do tend to write about the U.S. to the exclusion of the rest of the world, though I’m trying to become less parochial.  Making the shift isn’t easy, as I tend to know more about what’s happening here – not that that’s a wonderful excuse. 

For what it’s worth, I’m extremely impressed with what you folks are doing in India with respect to renewable energy.  Over the past two years, I’ve had literally 100+ Skype sessions with Vijay Rochlani, a key business contact in Mumbai (see 2GreenEnergy “Associates”), who’s attempted to keep me abreast of the developments, and, in fact, connect Indian business interests to our clean energy investment opportunities.  

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by craigshieldsPosted on Posted in Climate Change

A few people have asked me recently if I can explain the effect that the melting ice in the arctic is having on weather conditions more generally.  Linked above is an article with tons of links that gets at this very nicely, IMO.

Yes, this phenomenon affects polar bears, but, unfortunately, that’s just the beginning.

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by craigshieldsPosted on Posted in Renewables - Business

I just had a conversation with a college engineering student looking to do an internship at 2GreenEnergy.  I sure hope this works out, as it’s a terrific “win-win-win,” as I like to call it:  a) 2GreenEnergy gets more high-quality content, b) the intern learns a great deal about a certain area and develops better writing skills, and c) the world benefits from more information on an important topic.

Here’s what I wrote in response:

Per our talk on the phone just now, we at 2GreenEnergy.com would be very happy to have you perform an engineering-related internship, whose concept is researching and reporting on the current and future breakthroughs in the various “flavors” of renewable energy.  Of course, a great deal of this work is secret – or at least not fully disclosed to the public.  However, there are a great number of sources that can be tapped to understand the current focus for work in photovoltaics, solar thermal, wind energy, biomass, biofuels, hydrokinetics (tidal, ocean current, run-of river), geothermal, OTEC, etc., as well as energy storage: advanced battery chemistries, pumped hydro, advanced rail, etc.

In particular, you could look into the content available from NREL and the other national laboratories, as well as the private sector.  For example, some of the world’s largest oil companies are hustling to re-position as “energy companies.”  What exactly are they doing to make this happen? 

I would personally direct you in your research and writing, and we’d all love to have you aboard.

 

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by craigshieldsPosted on Posted in Electric Vehicles

Sometimes we hear calls for presidential mandates or other forms of governmental intervention from the least likely sources.  For example, I would have bet that General Motors Chairman and CEO  Daniel Akerson would have thought the private sector and the free market was more than capable of working out the correct mix of transportation fuels.  I would have wagered that Mr. Akerson and his $11.1 million annual compensation plan would have been at the top of the list of voices decrying government’s “picking winners” in the marketplace. 

Apparently, I would have lost that one.  According to this article, Akerson believes the government should take control of the situation and encourage natural gas refueling stations.  

“Why can’t we get natural gas refueling stations at one out of four gasoline stations?” He added, “If you really want to take advantage of a gift, you have to change your infrastructure.”  Akerson explained that he would like to see a presidential mandate that would develop and integrate an energy plan, seemingly one that would include some sort of incentive for these refueling stations.

When I come across paradoxical stuff like this, I often wonder: OK, but why fossil fuels?  If the government is going to favor a certain energy/transportation technology, what’s the matter with electric vehicles powered by wind or solar?  Personally, I have no problem with the concept of government’s supporting technologies in pursuit of a social good, like a low-carbon versus carbon-intensive future.  But why use tax-payer money to drive “more of the same?” 

Evidently, the Big Divorce (i.e., the break-up between Big Auto and Big Energy) didn’t happen as some people may have thought. 

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by craigshieldsPosted on Posted in Renewables - Science

Here’s an article that wrestles with the confusion surrounding  the idea that the entire world’s energy demand could be supplied with PV on 1% of the Earth’s surface.  (By my quick calcs, btw, this is true.  1% of the surface of the Earth is about 3*10^15 square feet, times 10 watts/square foot, times 18% capacity factor is about 3 times the world’s energy consumption of 15 terawatts.)

But two quick points:

• No one who understands the problem at hand thinks that PV is a good idea for 100% of the world’s energy needs, and

• Speaking on confusions, the graphs in the article break out energy sources that include oil, natural gas, coal, electricity, etc.  Electricity is a separate “source?”  Wrong.  Electricity is a form of energy that comes from a chemical source, like coal or gas, or a mechanical source derived from the sun, like solar, wind, or hydro, or from something else, e.g., nuclear, etc.

The article makes the excellent point that three billion people cook by burning biomass, especially animal dung, and that this practice is horribly damaging, both to the biosphere and to human health.  It is for this reason that I make such a big deal out of bringing renewable energy to the third world.

 

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by craigshieldsPosted on Posted in Energy Storage

I plan to attend the annual Storage Week conference in Austin, TX, April 2 – 4; this will be my third consecutive year for this conference, and I have to say that they are terrific, in terms of both content and networking opportunities.  In fact, I approve of what these guys are doing to such a degree that I’ve signed up 2GreenEnergy as a “media partner” for the event. 

Storage at the grid-scale is a real conundrum, as it’s of great value to all energy stake-holders in a ton of different ways.  In particular, storage:

• Mitigates the need to build fantastically expensive power plants to address peak loads that exist, at most, 100 hours per year. 

• Provides a cost-effective way to deal with voltage regulation and wave-form issues. 

• Enables the integration of solar and wind energy, both of which are, by their nature, intermittent. 

• Sees its cost coming down every year as the (numerous) technologies that relate to it continue to improve and achieve economies of scale. 

• Is a natural component of smart-grid — a direction which the world is clearly headed. 

But getting utilities and the bodies that regulate them to understand all the related implications – and to take action in a world full of political lawyers and lobbyists – is no walk in the park. As a friend of mine just wrote: “I’ve been involved in Energy for a long time.  Direct and indirect barriers often guarantee that the best never gets to the starting line. The good news is that opportunities exist in other parts of the globe.” 

Personally, I haven’t lost confidence that the U.S. energy market is ready for a seismic shift, and that storage can play a huge part. 

As always, I encourage anyone in that part of the world who wants to meet me for coffee during the day to contact me in advance.  Or we can make it a beer in the evening; Austin is a city that knows how to party; I’ve had four or five clients there over the years, and yes, it really is the “live music capital of the world.” 

 

 

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