Shanghai Electric Signs Agreement to Launch PEM Hydrogen Production Technology R&D Center, Empowering Green Hydrogen Development in China

New Mexico Energy Transition Act advances renewable energy, battery storage, energy efficiency, and demand response to boost grid reliability during climate change-fueled heatwaves, reducing emissions while supporting solar and wind deployment.

Key Points

A state policy phasing out power emissions, scaling renewables and storage, bolstering grid reliability in extreme heat.

✅ Replaces coal generation with solar plus battery storage

✅ Enhances grid reliability during climate-driven heatwaves

✅ Promotes energy efficiency and demand response programs

While temperatures hit record highs across much of the West in recent weeks and California was forced to curb electricity service amid heat-driven grid strain that week, the power stayed on in New Mexico thanks to proactive energy efficiency and conservation measures.

Public Service Company of New Mexico on Aug. 19 did ask customers to cut back on power use during the peak demand time until 9 p.m., to offset energy supply issues due to the record-breaking heatwave that was one of the most severe to hit the West since 2006. But the Albuquerque Journal's Aug. 28 editorial, "PRC should see the light with record heat and blackouts," confuses the problem with the solution. Record temperatures fueled by climate change – not renewable energy – were to blame for the power challenges last month. And thanks to the Energy Transition Act, New Mexico is reducing climate change-causing pollution and better positioned to prevent the worst impacts of global warming.

During those August days, more than 80 million U.S. residents were under excessive heat warnings. As the Journal's editorial pointed out, California experienced blackouts on Aug. 14 and 15 as wildfires swept across the state and temperatures rose. In fact, a recent report by the University of Chicago's Climate Impact Lab found the world has experienced record heat this summer due to climate change, and heat-related deaths will continue to rise in the future.

As the recent California energy incidents show, climate change is a threat to a reliable electricity system and our health as soaring temperatures and heatwaves strain our grid, as seen in Texas grid challenges this year as well. Demand for electricity rises as people depend more on energy-intensive air conditioning. High temperatures also can decrease transmission line efficiency and cause power plant operators to scale back or even temporarily stop electricity generation.

Lobbyists for the fossil fuel industry may claim that the service interruptions and the conservation requests in New Mexico demonstrate the need for keeping fossil-fueled power generation for electricity reliability, echoing policy blame narratives in California that fault climate policies. But fossil fuel combustion still is subject to the factors that cause blackouts – while also driving climate change and making resulting heatwaves more common. After an investigation, California's own energy agencies found no substance to the claim that renewable energy use was a factor in the situation there, and it's not to blame in New Mexico, either.

New Mexico's Energy Transition Act is a bold, necessary step to limit the damage caused by climate change in the future. It creates a reasonable, cost-saving path to eliminating greenhouse gas emissions associated with generating electricity.

The New Mexico Public Regulation Commission properly applied this law when it recently voted unanimously to replace PNM's coal-fired generation at San Juan Generating Station with carbon-free solar energy and battery storage located in the Four Corners communities, a prudent step given California's looming electricity shortage warnings across the West. The development will create jobs and provide resources for the local school district and help ensure a stronger economy and a healthier future for the region.

As we expand solar and wind energy here in New Mexico, we can help ensure reliable electricity service by building out greater battery storage for renewable energy resources. Expanding regional energy markets that can dispatch the lowest-cost energy from across the region to places where it is needed most would make renewable energy more available and reduce costs, despite concerns over policy exports raised by some observers.

Energy efficiency and demand response are important when we are facing extraordinary conditions, and proven strategies to improve electricity reliability show how demand-side tools complement the grid, so it is unfortunate that the Albuquerque Journal made the unsubstantiated claim that a stray cloud will put out the lights. It was hot, supplies were tight on the electric grid, and in those moments, we should conserve. We should not use those moments to turn our back on progress.

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EV Charging Infrastructure Expansion accelerates as DC fast charging, Level 2 stations, and 150-350 kW networks grow nationwide, driven by Biden's plan, ChargePoint, EVgo, and Electrify America partnerships at retailers like Walmart and 7-Eleven.

Key Points

The nationwide build-out of public EV chargers, focusing on DC fast charging, kW capacity, and retailer partnerships.

✅ DC fast chargers at 150-350 kW cut charge times

✅ Retailers add ports: Walmart and 7-Eleven expand access

✅ Investments surge via ChargePoint, EVgo, Electrify America

Today’s battery-electric vehicles deliver longer range at a lower cost, are faster and more feature-laden than earlier models. But there’s one particular challenge that still must be addressed: charging infrastructure across the U.S.

That’s a concern that President Joe Biden wants to address, with $174 billion of his proposed infrastructure bill to be used to promote the EV boom while expanding access. About 10 percent of that would help fund a nationwide network of 500,000 chargers.

However, even before a formal bill is delivered to Congress, the pace at which public charging stations are switching on is rapidly accelerating.

From Walmart to 7-Eleven, electric car owners can expect to find more and more charging stations available, as automakers strike deals with regulators, charger companies and other businesses, even as control of charging remains contested.

7-Eleven convenience chain already operates 22 charging stations and plans to grow that to 500 by the end of 2022. Walmart now lets customers charge up at 365 stores around the country and plans to more than double that over the next several years.

According to the Department of Energy, there were 20,178 public chargers available at the end of 2017. That surged to 41,400 during the first quarter of this year, as electric utilities pursue aggressive charging plans.

The vast majority of those available three years ago were “Level 2,” 240-volt AC chargers that would take as much as 12 hours to fully recharge today’s long-range BEVs, like the Tesla Model 3 or Ford Mustang Mach-E. Increasingly, new chargers are operating at 400 volts and even 800 volts, delivering anywhere from 50 to 350 kilowatts. The new Kia EV6 will be able to reach 80 percent of its full capacity in just 18 minutes.

“Going forward, unless there is a limit to the power we can access at a particular location, all our new chargers will have 150 to 350 kilowatt capacity,” Pat Romano, CEO of ChargePoint, one of the world’s largest providers of chargers, told NBC News.

ChargePoint saw its first-quarter revenues jump by 24 percent to $40.5 million this year, a surge largely driven by rapid growth in the EV market. Sales of battery cars were up 45 percent during the first quarter, compared to a year earlier. To take advantage of that growth, ChargePoint added another 6,000 active ports — the electric equivalent of a gas pump — during the quarter. It now has 112,000 active charge ports.

In March, ChargePoint became the world’s first publicly traded global EV charging network. It completed a SPAC-style merger with Switchback Energy Acquisition Corporation. Rival EVgo plans to go through a similar deal this month with the "blank check" company Climate Change Crisis Real Impact Acquisition Corporation (CRIS), which has valued the charge provider at $2.6 billion.

“We look forward to highlighting EVgo’s leadership position and its significant opportunity for long-term growth in the climate critical electrification of transport sector,” CRIS CEO David Crane said Tuesday, ahead of an investor meeting with EVgo.

Electrify America, another emerging giant, has its own deep-pocket backer. The suburban Washington, D.C.-based firm was created using $2 billion of the settlement Volkswagen agreed to pay to settle its diesel emissions scandal. It is doling that out in regular tranches and just announced $200 million in additional investments — much of that to set up new chargers.

Industry investments in BEVs will top $250 million this decade, and could even reach $500 billion. That's encouraging automakers like Volkswagen, Ford and General Motors to tie up with individual charger companies, including plans to build 30,000 chargers nationwide.

In 2019, GM set up a partnership with Bechtel to build a charger network that will stretch across the U.S.

Others are establishing networks of their own, as Tesla has done with its Supercharger network.

Each charging network is leveraging relationships to speed up installations. Ford is offering buyers of its Mustang Mach-E 250 kilowatt-hours of free energy through Electrify America stations and is also partnering with Bank of America to “let you charge where you bank,” the automaker said.

Even if Biden gets his infrastructure plan through Congress quickly, other government agencies are already getting in to the charger business, even as state power grids brace for increased loads. That includes New York State which, in May, announced plans to put 150 new ports into place by year-end.

"Expanding high-speed charging in local markets across the state is a crucial step in encouraging more drivers to choose EVs,” said Gov. Andrew Cuomo, adding that, "public-private partnerships enable New York to build a network of fast, affordable and reliable electric vehicle public charging stations in a nimble and affordable way."

One of the big questions is how many charging stations actually are needed. There are 168,000 gas stations in the U.S., according to the Dept. of Energy. But the goal is not a one-for-one match, stressed ChargePoint CEO Romano, because “80 percent of EV owners today charge at home, and energy storage promises added flexibility, … and we expect that to continue to be the case."

But there are still many potential owners who won’t be able to set up their own chargers, and a network will still be needed for those driving long distances. Until that happens, many motorists will be reluctant to switch.

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Maxeon IBC Solar Factory USA will scale clean energy with high-efficiency interdigitated back contact panels, DOE-backed manufacturing in Albuquerque, utility-scale supply, domestic production, 3 GW capacity, reduced imports, carbon-free electricity leadership.

Key Points

DOE-backed Albuquerque plant making high-efficiency IBC panels, 3 GW yearly, for utility-scale, domestic solar supply.

✅ 3 GW annual capacity; up to 8 million panels produced

✅ IBC cell efficiency up to 24.7% for utility-scale projects

✅ Reduces U.S. reliance on imported panels via domestic manufacturing

Solar energy stands as a formidable source of carbon-free electricity, with the No. 3 renewable source in the U.S. offering a clean alternative to traditional power generation methods reliant on polluting fuels. Advancements in solar technology continue to emerge, with a U.S.-based company poised to spearhead progress from a cutting-edge factory in New Mexico.

Maxeon, initially hailing from Silicon Valley in the 1980s, recently ventured into independence after separating from its parent company, SunPower, in 2020. Over the past few years, Maxeon has been manufacturing solar panels in Mexico, Malaysia, and the Philippines, as record U.S. panel shipments underscored rising demand.

Now, with backing from the U.S. Department of Energy's Loans Programs Office, Maxeon is preparing to commence construction on a new facility in Albuquerque in 2024, amid unprecedented growth in solar and storage nationwide. This state-of-the-art factory aims to produce up to 8 million panels annually, featuring the company's interdigitated back contact (IBC) technology, which has the capacity to generate three gigawatts of power each year. Notably, the entire U.S. solar industry completed five gigawatts of panels in 2022, making Maxeon's endeavor particularly ambitious and aligned with Biden's proposed tenfold increase in solar power goals.

Maxeon's presence in the United States holds the potential to reduce the country's reliance on imported panels, particularly from China. The primary focus will be on providing this advanced technology for utility departments, where pairing with increasingly affordable batteries can enhance grid reliability while shifting away from residential and commercial rooftops.

Maxeon has achieved a remarkable milestone in solar efficiency, with its latest IBC technology boasting an efficiency rating of 24.7%, as reported by PV Magazine.

This strategic move to the United States could be a game-changer, not only for Maxeon's success but also for clean power generation in a nation that has traditionally depended on external sources for its supply of solar panels, as energy-hungry Europe turns to U.S. solar equipment makers for solutions. Matt Dawson, Maxeon's Chief Technology Officer, emphasized the importance of achieving the lowest levelized cost of electricity with the lowest overall capital, a feat that China has accomplished in recent years due to the strength of its supply chain. As energy independence becomes a global concern, solar manufacturing is poised to expand beyond China, with Southeast Asia already showing signs of growth, and now the United States and possibly Europe, including Germany's solar boost during the energy crisis, following suit.

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Green Hydrogen for Steelmaking enables decarbonization in Germany by powering electrolyzers with wind turbines at Salzgitter. Partners Vestas, Avacon, and Linde support renewable hydrogen for iron ore reduction, cutting CO2 in heavy industry.

Key Points

Hydrogen from renewable-powered electrolysis replacing coal in iron ore reduction, cutting CO2 emissions from steelmaking

✅ 30 MW Vestas wind farm powers 2x1.25 MW electrolyzers.

✅ Salzgitter, Avacon, Linde link sectors to replace fossil fuels.

✅ Targets CO2 cuts in iron ore reduction and steel smelting.

A major green hydrogen facility in Germany has started operations, with those behind the project hoping it will help to decarbonize the energy-intensive steel industry in the years ahead. 

The "WindH2" project involves German steel giant Salzgitter, E.ON subsidiary Avacon and Linde, a firm specializing in engineering and industrial gases, and aligns with calls for hydrogen-ready power plants in Germany today.

Hydrogen can be produced in a number of ways. One method includes using electrolysis, with an electric current splitting water into oxygen and hydrogen, and advances in PEM hydrogen technology continue to improve efficiency worldwide.

If the electricity used in the process comes from a renewable source such as wind or solar, as underscored by recent German renewables gains, then it's termed "green" or "renewable" hydrogen.

The development in Germany is centered around seven new wind turbines operated by Avacon and two 1.25 megawatt (MW) electrolyzer units installed by Salzgitter Flachstahl, which is part of the wider Salzgitter Group. The facilities were presented to the public this week. 

The turbines, from Vestas, have a hub height of 169 meters and a combined capacity of 30 MW. All are located on premises of the Salzgitter Group, with three situated on the site of a steel mill in the city of Salzgitter, Lower Saxony, northwest Germany, where grid expansion woes can affect project timelines.

The hydrogen produced using renewables will be utilized in processes connected to the smelting of iron ore. Total costs for the project come to roughly 50 million euros (around $59.67 million), with the building of the electrolyzers subsidized by state-owned KfW, while a national net-zero roadmap could reduce electricity costs over time.

"Green gases have the wherewithal to become 'staple foodstuff' for the transition to alternative energies and make a considerable contribution to decarbonizing industry, mobility and heat," E.ON's CEO, Johannes Teyssen, said in a statement issued Thursday.

"The jointly realized project symbolizes a milestone on the path to virtually CO2 free production and demonstrates that fossil fuels can be replaced by intelligent cross-sector linking," he added.

According to the International Energy Agency, the iron and steel sector is responsible for 2.6 gigatonnes of direct carbon dioxide emissions each year, a figure that, in 2019, was greater than the direct emissions from sectors such as cement and chemicals. 

It adds that the steel sector is "the largest industrial consumer of coal, which provides around 75% of its energy demand."

The project in Germany is not unique in focusing on the role green hydrogen could play in steel manufacturing.

Across Europe, projects are also exploring natural gas pipe storage to balance intermittent renewables and enable sector coupling.

H2 Green Steel, a Swedish firm backed by investors including Spotify founder Daniel Ek, plans to build a steel production facility in the north of the country that will be powered by what it describes as "the world's largest green hydrogen plant."

In an announcement last month the company said steel production would start in 2024 and be based in Sweden's Norrbotten region.

Other energy-intensive industries are also looking into the potential of green hydrogen, and examples such as Schott's green power shift show parallel decarbonization. A subsidiary of multinational building materials firm HeidelbergCement has, for example, worked with researchers from Swansea University to install and operate a green hydrogen demonstration unit at a site in the U.K.

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Ontario EV V2G Pilots enable bi-directional charging, backup power, and grid services with IESO, Toronto Hydro, and Hydro One, linking energy storage, solar, blockchain apps, and demand response incentives for smarter electrification.

Key Points

Ontario EV V2G pilots test bidirectional charging and backup power to support grid services with apps and incentives.

✅ Tests Nissan Leaf V2H backup with Hydro One and Peak Power.

✅ Integrates solar, storage, blockchain apps via Sky Energy and partners.

✅ Pilots demand response apps in Toronto and Waterloo utilities.

Electric vehicle owners in Ontario may one day be able to use the electricity in their EVs instead of loud diesel or gas generators to provide emergency power during blackouts. They could potentially also sell back energy to the grid when needed. Both are key areas of focus for new pilot projects announced this week by Ontario’s electricity grid operator and partners that include Toronto Hydro and Ontario Hydro.

Three projects announced this week will test the bi-directional power capabilities of current EVs and the grid, all partially funded by the Independent Electricity System Operator (IESO) of Ontario, with their announcement in Toronto also attended by Ontario Energy Minister Todd Smith.

The first project is with Hydro One Networks and Peak Power, which will use up to 10 privately owned Nissan Leafs to test what is needed technically to support owners using their cars for vehicle-to-building charging during power outages. It will also study what type of financial incentives will convince EV owners to provide backup power for other users, and therefore the grid.

A second pilot program with solar specialist Sky Energy and engineering firm Hero Energy will study EVs, energy storage, and solar panels to further examine how consumers with potentially more power to offer the grid could do it securely, in part using blockchain technology. York University and Volta Research are other partners in the program, which has already produced an app that can help drivers choose when and how much power to provide the grid — if any.

The third program is with local utilities in Toronto and Waterloo, Ont., and will test a secure digital app that helps EV drivers see the current demands on the grid through improved grid coordination mechanisms, and potentially price an incentive to EV drivers not to charge their vehicles for a few hours. Drivers could also be actively further paid to provide some of the charge currently in their vehicle back to the grid.

It all adds up to $2.7 million in program funding from IESO ($1.1 million) and the associated partners.

“An EV charged in Ontario produces roughly three per cent of emissions of a gas fuelled car,” said IESO’s Carla Nell, vice-president of corporate relations and innovation at the announcement near Peak Power chargers in downtown Toronto. “We know that Ontario consumers are buying EVs, and expected to increase tenfold — so we have to support electrification.”

If these types of programs sound familiar, it may be because utilities in Ontario have been testing such vehicle-to-grid technologies soon after affordable EVs became available in the fall of 2011. One such program was run by PowerStream, now the called Alectra, and headed by Neetika Sathe, who is now Alectra’s vice-president of its Green Energy and Technology (GRE&T) Centre in Guelph, Ont.

The difference between now and those tests in the mid-2010s is that the upcoming wave of EV sales can be clearly seen on the horizon, and California's grid stability work shows how EVs can play a larger role.

“We can see the tsunami now,” she said, noting that cost parity between EVs and gas vehicles is likely four or five years away — without government incentives, she stressed. “Now it’s not a question of if, it’s a question of when — and that when has received much more clarity on it.”

Sathe sees a benefit in studying all these types of bi-directional power-flowing scenarios, but notes that they are future scenarios for years in the future, especially since bi-directional charging equipment — and the vehicles with this capability — are pricey, and largely still not here. What she believes is much closer is the ability to automatically communicate what the grid needs with EV drivers, as Nova Scotia Power pilots integration, and how they could possibly help. For a price, of course.

“If I can set up a system that says ‘oh, the grid is stressed, can you not charge for the next two hours? And here’s what we’ll offer to you for that,’ that’s closer to low-hanging fruit,” she said, noting that Alectra is currently testing out such systems. “Think of it the same way as offering your car for Uber, or a room on Airbnb.”

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California Iron-Air Battery Storage Project delivers 100-hour long-duration energy storage, supported by a $30 CEC grant, using Form Energy technology at a PG&E substation to boost grid reliability, integrate renewables, and cut fossil reliance.

Key Points

California's 5 MW/500 MWh iron-air battery delivers 100-hour discharge, boosting reliability and renewable integration.

✅ 5 MW/500 MWh iron-air system at a PG&E substation

✅ 100-hour multiday storage enhances grid reliability

✅ CEC $30M grant backs non-lithium, long-duration tech

The California Energy Commission (CEC) has given the green light to a $30 million grant to Form Energy for the construction of an extraordinary long-duration energy storage project that will offer an unparalleled 100 hours of continuous grid discharge.

This ambitious endeavor involves the development of a 5-megawatt (MW) / 500 megawatt-hour iron-air battery storage project, representing the largest long-duration energy storage initiative in California. It also marks the state's inaugural utilization of this cost-effective technology, and joins ongoing procurements by utilities such as San Diego Gas & Electric to expand storage capacity statewide. The project's location is set at a substation owned by the Pacific Gas and Electric Company in Mendocino County, where it will supply power to local residents. The system is scheduled to commence operation by the conclusion of 2025, contributing to grid reliability and showcasing solutions aligned with the state's climate and clean energy objectives.

CEC Chair David Hochschild commented, "A multiday battery system is transformational for California's energy mix. This project will enhance our ability to harness excess renewables during nonpeak hours for use during peak demand, especially as we work toward a goal of 100 percent clean electricity."

This grant award represents one of three approvals within the framework of the CEC's Long-Duration Energy Storage program, a part of Governor Gavin Newsom's historic multi-billion-dollar commitment to combat climate change. This program fosters investment in the demonstration of non-lithium-ion technologies across the state, including green hydrogen microgrids, contributing to the creation of a diverse portfolio of energy storage technologies.

As of August, California had 6,600 MW of battery storage actively deployed statewide, a trend mirrored in regions like Ontario as well, operating within the prevailing industry standard of 4 to 6 hours of discharge. By year-end, this figure is projected to expand to 8,600 MW. Longer-duration storage, spanning from 8 to 100 hours, holds the potential to expedite the state's shift away from fossil fuels while reinforcing grid stability. California estimates that more than 48 gigawatts (GW) of battery storage and 4 GW of long-duration storage will be requisite to achieve the objective of 100 percent clean electricity by 2045.

Energy storage serves as a cornerstone of California's clean energy future, offering a means to capture and store surplus power generated by renewable resources, including emerging virtual power plant models that aggregate distributed assets. The state's battery infrastructure plays a pivotal role during the summer when electricity demand peaks in the early evening hours as solar resources decline, preceding the later surge in wind energy.

Iron-air battery technology operates on the principle of reversible rusting. These battery cells contain iron and air electrodes and are filled with a water-based, nonflammable electrolyte solution. During discharge, the battery absorbs oxygen from the air, converting iron metal into rust. During the charging phase, the application of an electrical current converts the rust back into iron, releasing oxygen. This technology is cost-competitive compared to lithium-ion battery production and complements broader clean energy BESS initiatives seen in New York.

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