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The long read: Nickel and dime batteries to LFP

Lithium-ion phosphate batteries are making a comeback. Thanks to high nickel prices and limited feedstock supply, the EV industry is driving this change. There is no need to fret about the onset of slightly lower energy density, though, as this development has some benefits for the stationary storage market.

AI identifies a $14bn solar problem

How do you know when an inverter or module is under-performing? Monitoring services should shed light on problems but AI-driven digital asset manager Raycatch says much information is hidden behind a wall of “noise.” Breaking that wall with advanced data analysis could unlock billions of cost savings.

The long read: Compressed air storage to be more than just hot air in Israel

Solar-linked projects will be developed by domestic firm Augwind and will feature underground storage tanks. One of the systems will be built by French energy giant EDF and will feature a 20 MWh compressed air storage system and 5 MW solar array.

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Tesla launches solar inverter

The EV manufacturer with big solar ambitions has finally leveraged its expertise in power electronics technology and launched a solar inverter.

The future of power electronics is distributed, aggregated and service oriented

IHS Markit released a white paper in which the analyst outfit shared some predictions for the power electronics market. First and foremost, inverters will become smarter, and after some power outages in key markets, these devices are gearing up to take on more grid stabilizing tasks, which hitherto had been reserved for synchronous generators.

Corporate funding for battery storage up 75%

Analysts at Mercom Capital Group have tallied up corporate funding, venture capital and debt and public market investment for battery storage, smart grids and energy efficiency companies. From a financial perspective, the industry appears resilient to the Covid-19 crisis and ready to grow further.

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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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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The long read: Shadow boxing

The amount of non-uniform shading an array will experience determines the technology choices that can be made. However, it can be complicated to formulate more general rules for when to use what type of technology. Most would agree that module-level power electronics are better at handling non-uniform shading, but how do they handle the sun? A recently promoted study brought the discussion into sharp relief.

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The long read: New fuels, new powers

The energy transition will change the geopolitical landscape, which has hitherto observed closely who controls the production and trade of hydrocarbons. The current ambition to find alternative sources of power has given impetus to a growing academic community to determine the probable geopolitical outcome of the energy transition. Renewables do not mutually share most of the unique features of fossil fuels, which translate into power political effects. So how should we understand the world of tomorrow?

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