Discover and read the best of Twitter Threads about #BATTERY

Most recents (24)

The #battery revolution continues which is why there is so much money going into new capacity. At the end of last year, there was 660 GWh of #lithiumion battery production capacity in the world. According to the @IEA an additional 1078 GWh of new capacity is due to come online. Image
The global market for #solar in 2022 reached approximately 250 GW, with production capacity at the end of the year totaling 640 GW - which explains why solar module prices are down over 10% and why the market could be 1GW a day in 2023 Image
Furthermore, an additional 294 GW of new #solar capacity is expected to come online. This adds up to a total of 930 GW of capacity, which, if delivered within one year, would nearly double the global installed base of solar energy! Image
Read 3 tweets
Nathan nagged his narwhal that nabbing nickels out of Nancy’s nightstand was not the norm.

…No? 🤨 Well, we tried with the alliteration.

But it’s #InfrastructureWeek so if your state starts with an “N”, check out Bipartisan Infrastructure Law investments in your state. ⬇️
NEBRASKA:

💵 $1.4B in BIL funding announced for the state.
🗂 212 projects identified for funding.
🍃$24.5M to weatherize buildings and make them more energy efficient.

whitehouse.gov/wp-content/upl…
NEVADA:

💵 $1.9B in BIL funding announced for the state.
🗂 145 projects identified for funding.
🍃$107.7M to help strengthen the #battery supply chain.

whitehouse.gov/wp-content/upl…
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#InfrastructureWeek

Minnesota, Mississippi, Missouri, and Montana—don’t worry.

We haven’t forgotten about you.

👇👇👇
MINNESOTA:

💵 $3B in Bipartisan Infrastructure Law funding announced for the state.
🗂 296 projects identified for funding.
🍃$76.2M to weatherize buildings and make them more energy efficient.

whitehouse.gov/wp-content/upl…
MISSISSIPPI:

💵 $2.5B in Bipartisan Infrastructure Law funding announced for the state.
🗂 263 projects identified for funding.
🍃$12.6M to prevent outages and make the power grid more resilient.

whitehouse.gov/wp-content/upl…
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1/ Last week, CATL announced a new high-specific-energy battery. So, what makes this battery special?
2/ CATL says it can store "up to" 0.5 kWh/kg. That's a big claim, but they're confident about mass production soon. And hey, they're not just moo-ing around – they've got a track record to back it up! 🐄
3/ Confused by energy density vs. specific energy? Energy density is kWh/litre, while specific energy is kWh/kg. CATL's new battery is all about specific energy, so let's avoid mixing those terms! 🔋⚡
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First leaks of the EU Net Zero Industry Act are out. Here is what to expect for the official draft proposal on March 14th:
#GreenDealIndustrialPlan #NZIA #IRA
European manufacturing capacity shall be scaled up for the following technologies👇(1/13)
Scope (2/13):
1. #Solar Photovoltaic & solar thermal
2. Onshore and offshore #wind
3. #Battery technologies
4. #HeatPumps + #geothermal energy
5. Renewable #hydrogen
6. #Biomethane
7. #Nuclear technologies (fission)
8. #CCUS
9. #Grid technologies
Manufacturing capacity objectives within the EU by 2030 (3/13):
- Binding overall target: at least 40% of the Union’s annual deployment needs
- indicative targets for specific tech: wind turbines (85%), solar PV (40%), heat pumps (65%), batteries (85%), electrolysers (50%)
Read 13 tweets
#India's #startup ecosystem raised $455 million across 24 deals last week (Jan.16-21,'23) with #fintech #unicorn PhonePe turning decacorn at $12 billion valuation.
#StartupIndia #DigitalIndia #VentureCapital #funding #Entrepreneurship #innovation #Motivation #prosunjoyi #Thread Image
#India's #startup ecosystem raised $126 million off 16 deals last week (Jan.23-28,'23) across #cybersecurity, #deeptech, #energy, #gaming, #logistics, #SaaS, etc. with total #funding for Jan.'23 crossing $1 billion. #StartupIndia #DigitalIndia #VentureCapital #inspiration #Thread India's startup ecosystem's funding round up for the last week and also for the January month + an inspirational quote stating that your present circumstances don't determine where you can go; they merely determine where you start.
#India's #startup ecosystem raised $49 million off 12 deals last week (Jan.30-Feb.4,'23) across #EVs, #freight, #manufacturing, etc. #StartupIndia #DigitalIndia #VentureCapital #leadership #founders #Entrepreneurship #MondayMotivation #inspiration #innovation #prosunjoyi #Thread Image
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1.
Due to the nature of my work, I am engaged in battery business quite a bit and as a @Tesla enthusiast I think a lot about batteries.
I think that the three S.Korean #battery makers must be in potential risk right now. here it is.

Samsung SDI accepts the ø46 mm form factor,
2.
but the height of the battery cell is targeting two heights in addition to 4680. (46120??) First of all, the factory will be built for the purpose of supplying batteries to legacy autos such as BMW, but it seems to be preparing for producing 4680 once there is a strategic need
3.
I think it was a good decision considering many possibilities. But not promising competitiveness and capacity comparing other 2 makers.

In the case of SK On, it gets more obscure. This is because they continue to insist on pouches and prismatic batteries,…
Read 14 tweets
🔋🔋2023 the TWh year🔋🔋

Our what to watch in 2023 briefing and roundtable is now available! Highlights in the thread below

Request the full briefing here: bit.ly/3klEI2B

#battery #energystorage #EV #Batteryrecycling #EVCharging #EVmotors
Our headline figure for 2023 will see EV
sales rise to over 14 million units, up
from 10.2 million in 2022. #EV #EVsales
Battery Deployment across all markets is set to exceed 1TWh for the first time. The EV market making up over 2/3 of this. We expect to see LFP growth continue in 2023, with the first deployments of high manganese chemistries expected #EVBattery
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Back in 2019, we finished an UG project creating a timeline of #HVDC projects 🌎🌍🌏 and also added the what was then the newly proposed 🇦🇺🇸🇬 #suncable project.

This just looked at one aspect (the most technically challenging of all ⁉️) the undersea cable.

1/x
I also wrote a (very short) article for the #VSC #HVDC newsletter that @OfficialUoM Prof. Mike Barnes was editing on the news coming out of Australia

Here are some figures that might help put the #suncable project in context.

2/x Image
*These are from 2020 when the project was the Australia - Singapore Power Link (ASPL) and part of Yihong Li's UG thesis @eetunsw

1. Cable Length vs Capacity. The 2 🟢at ~1400MW are the ~700km, 515kV & 525 kV 🇬🇧🇩🇰& 🇬🇧🇳🇴projects commonly used as comparison

3/x Image
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What were #India’s major hits and misses in #ClimateAction in 2022?

👍Hits:

1. As per the requirements of the #ParisAgreement, India submitted its plan for #NetZero #emissions by 2070 and also updated its NDCs.

🔖 Bookmark this #thread!

1/14
2. Long-term strategy (updated) + Nationally Determined Contributions (NDCs), which reaffirm attention to #climate policy. #India also consolidated its position on climate #geopolitics globally.

2/14
3. #India announced some big policy changes to upgrade for planned #renewables expansion.

The draft new electricity plan increases the 150GW target of installed #solar capacity by an additional 36GW to 186GW by 2027.

3/14
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💥A quick appetizer 🧵for my new article. #Chinese investments and #democratic #backsliding are mutually reinforcing in #Hungary. To further monopolize #political and #economic #power, the #Orbán govt continues utilising business provided by #Beijing bit.ly/3G4iICo 1/
After the 🇭🇺 MFA declared that it fully respects the “OneChinaPolicy”, the 🇨🇳 @catl_official announced the largest #industrial investment in #Hungary’s history. It stems from the strategy w/ which #Orbán committed himself to a China-friendly policy for pragmatic reasons 2/
The 🇭🇺 govt tilted the playing field w/ #clientelist #corruption. It created additional #informal sources through which #Orbán cemented #political #economic power. Economic ties with 🇨🇳 became an instrument to explore Asian markets/expand business in a #nontransparent way 3/
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"The 21st Century Question: Emergently Engineering the Future"

Follow this 🧵 today and tomorrow for highlights from our 2022 #AppliedComplexity Network and Board of Trustees Symposium:

santafe.edu/events/annual-…

#Web3 #Cities #Polarization #EmergentEngineering #Decentralization
We start with a talk by SFI President David Krakauer:

"Would anyone care to guess why we're so GOOD at building transistors and so CRAP at designing drugs?"

"This thing [points to transistor] lives in a centralized system. This thing [points to cancer drug] lives in US."
"I'm going to pick on economics, because we like to do that at SFI. 'Ooh, look at that cover! So techy. Global, heat maps...' But here's 'Networks' [in the textbook]. THAT'S IT. Here's '#ComplexityEconomics.' NOTHING."
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#EV #ElectricVehicles #batteries #manufacturing #BILL #PASS #INCENTIVES

$AUDVF $KIMTF $POAHY $VLKAF $FSR $PSNY $LCID

$DTRUY $LEV $WKHS $ALLG $DCFC $FRSX $LAZR $ABB $MOD $QS $GM $PTRA $SLDP $GGRO $IMPX $ZEV $HYZN $POLA $VLTA $FCEL $FREY $WBX $EVGO $BLNK $CHPT $KULR $SES ImageImageImageImage
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🌍 Our 2022 #Science Board Symposium on "The #Emergent #PoliticalEconomy or #ClimateChange" kicks off with opening remarks from President David Krakauer.

Follow this 🧵 as we provide live coverage of this event all day...
"For those of you who think behavior change can prevent #ClimateChange...behavior WILL change when climate changes. Shutdowns from the pandemic resulted in a reduction of #C02 emissions of about 7.5%."
- SFI/@Harvard Prof Dan Schrag opens our speaker series today
"We *used* to talk about #ClimateChange used to be something that would happen to people in Bangladesh fifty years from now."

Re: #ClimateJustice,
"Children born today are going to deal with climate change they had no role in causing."

- SFI/@Harvard Prof Dan Schrag
Read 56 tweets
#Thread about EV Bikes & why @ather is solid?

The biggest lesson that @OlaElectric taught to all aspirational startups is that if you wanna disrupt the market come with a solid foolproof product rather than dumping the garbage. ⬇️ (1/14)

It was in the year 2017 I read about a passionate product incubated in IIT Madras. A group of engineers trying to build a world-class eScooter naming the company Ather Energy. EVs are not new to South India. (2/14)
*Below image is the first newsletter I received from Ather
↗️Reva 1994 - a pioneer & first functional EV car started in #Bengaluru later sold to @MahindraRise
↗️@ampere_ev bikes started 2007 in #Coimbatore later invested by @RNTata2000 himself & now sold to Greaves.
They're way ahead of their time when India is not ready for EVs (3/14)
Read 16 tweets
The #Lithium space includes about 100+ companies

Unpicking the sector takes time, 7yrs & I’ve really only just begun

CEO, analysts, broker research, geologists, chemists, metallurgy, grades, logistics, drilling, financiers, media, marketing & stock promotion
1/
Then there’s working out what Quality, Quantity & Qualification really mean let alone the #Lithium & #Battery supply chain or
Offtake, ESG, ESIA, JV, M&A, supply & demand disconnect.

When analysts are paid to promote they should disclose their links.
Not all do. Why is that?
2/
My first investment in the battery space was a disaster in 2014

Since then I’ve done a lot better based on my extensive research & by learning from & alongside several private investors who have a real depth of knowledge.

Be wary of ulterior motives.
Ask 👉Why R they vocal?
3/
Read 4 tweets
1/ Mitra Chem has raised a $20 Million Series A. @chamath and Will Drewery (@Astra VP) have joined our Board of Directors. Ever since I started my #battery materials journey at @Tesla, 5 questions plagued me:

wsj.com/articles/chama…
2/ Why couldn't we differentiate #chemistry by the intended use case's unique application requirements?

Why use the same chemistry across sports cars,
mass market cars, and pick-up trucks?
3/ Why does an atom of #lithium effectively travel around the world twice before it makes it into a vehicle?

Why wasn't the battery #supplychain being built right alongside the battery factory itself?

What more can we do with iron-based cathode chemistries?
Read 10 tweets
Long🧵on the provisions of #BuildBackBetter on all things #electricity & #grid. The act starts w/ ~3bn in loans for electric co-ops @NRECANews, incl. projects w/ #batteries. Co-ops have been very involved in @ENERGY-funded R&D & are now enabled to bring results to practice! 1/
It is funny that in my postdoc work @CMU_ECE & @NRECANews w/ @eeregov funding, we actually studied the added value of #battery to #photovoltaics for residential customers' energy cost savings: energy.gov/eere/solar/pro… & [1],[3], [4] here panay1ot1s.com/publications-s… 2/
Another ~10bn to co-ops for loans until 2031 to improve #resilience & #reliability w/ investments in #renewables & #transmission . Co-ops 'own' transmission lines & this money can motivate adjacent upgrades. Also critical that #renewables & #transmission appear together here! 3/
Read 23 tweets
The Concord project opted to go with Solar (PV) connected to an energy storage system (battery storage) in lieu of a backup generator.

This system has been designed to keep the critical loads for the home operational even if the utility power is knocked out.
This includes the backup heating and domestic hot water system (gas boiler with radiant floor heat + indirect hot water tank), the refrigerator, freezer, microwave, TV/WiFi, lighting and receptacles in strategic areas.
The Generac PwrCell provides 18 kWh of battery storage in a single cabinet, and up to 9 kW of continuous power output, enough to power the critical loads for extended periods of time. It can also be expanded to 36 kWh of battery storage in the future should it ever be needed.
Read 7 tweets
The story of how @Altris_ab came to be and my involvement in PBA research is also a nice one. It was really a combination of the right people meeting at the right time and at the right place.
It began with Ronnie Mogensen, who was working on polymer electrolytes at the time and just needed a reliable positive electrode that was easy to make. He tried NaFePO4 which didn't always function. Then he turned to NaxFe[Fe(CN)6]. This always worked to a reasonable degree
He then stumbled upon a paper where the group of John Goodenough (Nobel laureate in chemistry for Li-ion #batteries) made rhombohedral Prussian white. pubs.acs.org/doi/10.1021/ja…
Read 22 tweets
But first, I think it is good to generally introduce what a Li or Na-ion #battery is built up from. While I am not an electrochemist by any stretch, I do work a lot with batteries and will mention them often.
A battery is comprised of four key components. Two electrodes connected to an external circuit: a positive (high potential) and a negative (lower potential) electrode. These are electrically isolated from each other by a separator soaked in electrolyte allowing ions to pass. Image
The electrons pass via an external circuit where they perform work during battery use. Both the positive and negative electrode materials need to accept both electrons and ions (such as Li+) reversibly. Designing materials which can do this is quite challenging.
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GAME CHANGER: @Sunrun Has Partnered with @Ford to Provide Seamless Installation of 80-amp Ford Charge Station Pro and Home Integration System for the #AllElectric #Ford #F150Lightning. sun.run/Ford

#Sunrun #battery #solar #solarpanels #Electric #BuiltFordProud
Sunrun will serve as the preferred installer for Ford Intelligent Backup Power, debuting on the all-electric #F150Lightning. Sunrun will facilitate easy installation of the 80-amp Ford Charge Station Pro and home integration system. sun.run/Ford
With Ford Intelligent Backup Power, enabled by the available 80-amp Ford Charge Station Pro and home integration system, the #F150Lightning can serve as a reliable home backup #energy source by dispatching power to the home during a power outage event. sun.run/Ford
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Does anyone actually believe that @DTE_Energy and @ConsumersEnergy actually need "at least 5 years" to study and understand dual participation energy storage in Michigan?

utilitydive.com/news/dte-consu…

#michigan #ferc #renewables #battery

(1/8)
I struggle to see this as anything more than a land grab and a way to limit investment/deployment. @FERC Orders 841/2222 make it very clear the goal for a new modern grid, and this type of feet dragging only hurts Michiganders.

(2/8)
We can't have it both ways!

More dynamic renewables mean that storage will be key to any large scale solar/wind deployment. The lack of that will just put a higher reliance on legacy utility-scale generation (i.e. Coal and Natural Gas)

(3/8)
Read 8 tweets
#CRCL Corcel

Share Price : 1.35p
Shares o/s : 348m
Mkt Cap : £5m

𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗠𝗲𝘁𝗮𝗹 𝗧𝗿𝗲𝗻𝗱𝘀
•Nickel - key to battery density
•Cobalt - key to battery stability
•Vanadium - utilised in vanadium-redox flow batteries
#CRCL #Nickel #Mambare

𝗠𝗮𝗺𝗯𝗮𝗿𝗲 : 𝗡𝗶𝗰𝗸𝗲𝗹/𝗖𝗼𝗯𝗮𝗹𝘁 𝗗𝗲𝗽𝗼𝘀𝗶𝘁
•One of world’s largest laterite deposits
•162.5mt @ 0.94% Ni & 0.09% Co (combined Indicated & Inferred)
•Main target 3% drill tested (significant upside potential)
#CRCL #Nickel #WoWoGap

𝗪𝗼 𝗪𝗼 𝗚𝗮𝗽: 𝗡𝗶𝗰𝗸𝗲𝗹/𝗖𝗼𝗯𝗮𝗹𝘁 𝗗𝗲𝗽𝗼𝘀𝗶𝘁 (𝗣𝗡𝗚)
•150km SE of Mambare
•Similar deposit - Higher Grade
•Direct Shipping Ore operation contemplated
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