Climate Change and Renewable Energy News and Discussion

7月19日，内蒙古自治区能源局发布了关于印发5个市场化新能源项目清单的通知。其中包括华能兴安盟100万千瓦风光高比例绿氢制储输用一体化一期50万千瓦风电制氢示范项目，由华能内蒙古东部能源有限公司为投资主体，地址位于兴安盟，制氢负荷为54套1000Nm3/h碱性电解槽，最大用电负荷为27万千瓦，年制氢量为2.21万吨，用电量12.4亿千瓦时。

由此可见，这一项目将有望产生一项54套碱性电解槽的招标活动，目前已知最大的碱性电解槽的招标活动是于今年4月进行的大安氢氨项目，一共39套1000Nm3/h碱性电解槽进行招标，当时的招标总价2.8亿元。显然这54套碱性电解槽的招标将再创新高。

另外协鑫硅材料园区绿色供电项目中，负荷水平为75.6万千瓦，其中也包含电制氢和电供热。

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big hydrogen project in Inner Mongolia. 1GW of wind & solar energy to produce hydrogen. Phase 1 is for 500MW utilizing electrolyzers with 54 (1000Nm3/h electrolyzer) summing to 270MW max load (i guess they can use ESS for excessive power). Estimated to produce 22.1k ton of green hydrogen a year using 1.24TWh of electricity

What is the progress on using green hydrogen to produce steel in China, instead of using coal?

that's probably still in trial period,

you are thinking of something like this?
or this?

It makes a lot of commercial sense for them to do this so they can export it to Europe. Longer term, we are obviously going to have to move away from thermal based on steel plan

looks like Trina is also getting into hydrogen. 3rd solar player to do this after Longi & Sungrow

This piece from HW before HR on the growth of Chinese solar to be very interesting

第一，光伏性价比进一步提升。上半年组件价格是从1.9元/W逐步跌到7月的1.35元/W，这个价格低到离谱。而且业界预测到年底可能会降到1.15-1.2元/W。组件加上各种基础建设，目前一些地方光伏每千瓦建设成本可以干到2500-3000元。有用屋顶的网友居然还不到2500元，光伏成本下降太猛了。因为每千瓦火电不同地方造价在5-8千元、大概在6千元上下；每千瓦核电造价1.1-1.3万元。
根据能源局数据，上半年光伏平均利用时间数是火电约1/3，相当于3倍装机容量才抵一个火电站。由于光伏3倍装机容量价格和火电差距不算大，但是光伏投入后运营成本没有火电需要燃料，成本低火电很多，所以光伏就是平价上网也是大赚钱的。

第二，太阳能光伏消纳大幅提升，上半年太阳能光伏发电利用率为98%，远远超过90%这个通常幅度。
由于电网输出能力提升，加上各种抽水蓄能建设能力提升，对光伏的消纳能力在进一步提升。加之智能电网能力建设，所以可以支持光伏进一步大量发展。
很多地方要上光伏难主要是没有上网指标，因为这需要电网配套消纳。现在接纳能力提升，自然建设就非常快了。如果国内为200GW，按预测海外装机量为185GW，那中国将占全球52%，实在太牛了。加上我们风电也爆发，中国绿电占全球比例不断上升，装机容量遥遥领先其他国家，今年的一年光伏装机容量就相当于日本所有电力总装机容量了。

第三，绿色能源需求驱动。现在国家有规定，绿电不算占节能减排的用电指标。很多高耗能工厂对绿电需求很大。以前节能减排的压力让不少铝工业出走。现在有了绿电就不怕耗能工业的规模了。而这个正循环正在提升中国制造业对太阳能光伏和风电的拉动。其实这个指挥棒比很多西方道德说教要有效多了。
美国哈佛大学教授格雷厄姆．艾利森上月撰文，仅在今年，中国新增太阳能发电装机容量就将超过自上世纪70年代初美国人购买第一批太阳能板以来美国所安装的太阳能发电装机容量；其实，不需要一年，今年下半年的装机容量就会超美国光伏历史装机容量之和了，可见是多么不可思议。中国绿电也超欧美之和。
中国用太阳能光伏打破欧美通过碳中和对中国工业能力上限的限制，这估计是任何人都没有想到的结局

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cost of solar is really cheap. Just 2500RMB/kw for home installations vs about 6000/kw for thermal & 12000/kw for nuclear. Even w/ 3x utilization on thermal, the lower operating cost of solar levels makes overall cost of solar to be cheaper than thermal

absorption rate of generated solar power was 98% in first half of the year. This is due to smart great & various forms of ESS (including pumped hydro) The more the grid can absorb excessive energy, the more distributed solar can be installed. Wind power explosion adds to this

Another positive for green energy is that it is not counted toward energy conservation & emission control quota. As such high energy consuming industries have huge demand for green energy. So for things like aluminum, China can keep these energy intensive industry because as long as green power is available for them.

About damn time
Three nuclear projects with a total of six reactor units were approved, the first ones this year. All hualong one with 1.2 gigawatts each.

pumped hydro seeing signifcant investment with 71 active projects totally 92GW in storage at various stage of planning to construction

wow, just reading this about Shandong's nuclear plans and it's pretty impressive. 13GW by 2030, which would make it the largest nuclear expansion program than any country, probably.

also, I found out CGN and part of CNNC are entity listed, so they can't actually work with AP1000 project (well, maybe CNNC still can, but CGN definitely cannot). As such, CAP1400 (guohe-1) is restricted to SPIC projects mostly

China's installed capacity of renewable energy now exceeds the coal-fired power generating capacity.

Temperature in the North Atlantic Ocean reaches highest ever recorded

Climate change is accelerating more than I expected.

Northeast China just had it's worse flooding in decades, luckily deaths are on the low side and the rain is more or less over now. But a reminder to quickly lower carbon emissions asap and to built flood resistant infrastructure. On the plus side, the drought and heatwave over much of China is gone for now.

I wonder how much it would cost to built vast flood reservoirs or underground reservoirs to channel and store all this rainwater, or "pipelines" that allow for water to seep into the ground or aquifers much quicker than usual. Water is a precious resources with all this droughts springing up and this massive bursts of rainfall can provide years of water to a large city and restore a vast amount of groundwater over a period of days.