Climate Change and Renewable Energy News and Discussion

tphuang

tphuang

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renewable tech is a good way for China to get into stronger relationship with other countries. This is what happens when you hold the tech that everyone else needs

In this case, Longi looks to cooperate with Dubai Electricity & Water Authority (DEWA)
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And it continues to bring good will from Malaysia where it has a large plant
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it has also become the official supplier for ATP tour
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And it's going to supplying panels to Indonesia and Singapore
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tphuang

tphuang

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In general the solar sector has been raking it in. I calculated and put there the revenue of all the major Chinese solar companies
https://twitter.com/i/web/status/1645843896679710732
Longi is ahead by quite a bit, but Trina has been growing really fast too.

More interesting is just how much they exported to Europe in Jan/Feb
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China has sold a lot of solar panels, lol

Just continued high investment by Longi into its solar production facilities
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I'm also just impressed that they already have 240M RMB of electrolyzer orders on hand and expect to generate 220M this year. They'v really grown a lot here.
 
Reclaimer

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China plans to accelerate the approval of new coal mines and fast track the construction of already approved mines to support its baseload energy supply during demand spikes, Liang Changxin, an official from the National Energy Administration (NEA), said on Wednesday.
Peak energy demand is expected to exceed 1.36 billion kilowatts this summer, representing a "significant increase on last year", Liang added.

Some provinces could face power cuts this summer as a result, the NEA official warned.
China's energy consumption typically spikes in the summer months due to household demand for air conditioning.
This, combined with a related slump in power from hydro sources due to low rainfall, led to a wave of blackouts across southwest China last year.
Officials have repeatedly stressed the role of coal as a "ballast stone" in the energy mix amid a national energy security drive, even as the country attempts to transition toward a greener, renewables-led power system.
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tphuang

tphuang

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Coal plants are basically to address the issue where solar/wind power supply is not consistent and summer AC demand is high. New coal plant will hopefully allow them to retire the older coal plants

Anyhow, they anticipate 160GW of wind & solar installation this year. I'm going to anticipate they install more than that.

Also with the start of this new hydrogen pipeline from Inner Mongolia to Beijing by Sinopec, they have now started the phrase 西氢东送
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This means to produce hydrogen in the west and transport to east. Inevitable given where the renewable resources here are and where the needs are.
 
Reclaimer

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Is there an alternative solution to using coal for supplementing energy supply in times of increased demand?
 
tphuang

tphuang

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they don't really have enough installed capacity of battery ESS right now. As we saw last summer, pumped hydro doesn't work when there is a draught.

Longer term stored hydrogen is the best form of carbon free energy for off peak energy production period. It has much higher density than you can have in batteries. Of course, they will need to figure out how to store hydrogen, liquid H2 requires very high pressure and low temperature. It's way worse than LNG. Liquid ammonia and methanol is possible. They also had that "solid hydrogen storage" recently. Technology for this will get better. I don't mind that big oil getting into it. They have the incentive and the chemistry & technology expertise to make it happen. That's why it's a good think Sinopec is getting involved so early. I'm sure they are chumping at the bid of having their own fleet of ammonia carriers that they can ship to places of need in summer heat or winter freeze.
 
K

KYli

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One of the advantages of Hydro storage plants is that it can be used where there is little natural water available to draw upon. Unlike Hydro dams, hydro storage plants once are built needs little replenishment.
 
tphuang

tphuang

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I like this idea
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you just lay out tidal flat PVs along your coast in areas without a lot of commercial activity (which would be most of the coast). You don't need to connect the grid to it. you just use the sea water and generate H2 and then ship it to where it's needed. This is the great thing about H2 as energy storage. You can put it anywhere. As long as you figure out the transportation (which isn't hard to do from China's coast, you can harvest that solar/wind energy.
 
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