Energy Storage

by Blackridge Research The latest trend is that power transmission companies around the world are increasingly looking at energy storage technology to defer or replace transmission system upgrades. How this works is energy storage is placed along a transmission line and operated to inject or absorb power, mimicking transmission line flows. Going with names like “virtual transmission” in Australia and “GridBooster” in Germany, projects totaling over 3 GW of capacity are poised to increase system efficiency and reliability across the world. Storage as transmission offers an array of benefits over traditional transmission infrastructure. They are faster to deploy, have smaller footprint,...

Graphite is the most widely used material for battery anodes.  The anode is the positively charged electron collector in a battery.  It collects and accelerates the electronics emitted by the battery’s cathode.  Graphite gets the anode job because it is has excellent electric conductivity and resists heat and corrosion.  Plus it is light weight, soft and malleable. As satisfied as manufacturers might be with graphite anodes, none would balk at an alternative material that boosts battery performance or reduces cost.  Scientists believe battery capacity can be increased as much as ten times by using silicon for anodes.  It requires six atoms of carbon to bind one...

by Ishaan Goel Hydrogen has become increasingly prominent as a potential carbon-free fuel, for both automobiles and providing electricity to buildings. It has direct applications in decarbonizing important industries like steel, and can serve as a storage medium for extra renewable energy over seasonal durations too.   Since hydrogen gas does not occur naturally in our atmosphere, its method of production is an essential component of the hydrogen economy. There are several such methods (discussed in detail here), but the one with least emissions involves using renewable power to run electrolyzers - devices that use electricity to convert water into hydrogen and...

by Debra Fiakas, CFA Market share for lithium technology has been extended by another 22 megawatts with the selection of lithium-based batteries by Duke Energy (DUK:  NYSE) for three separate of power facilities operated by Duke Energy Florida.  Duke did not specify the source of the lithium-based batteries, but the company seems to have an affinity for Tesla’s (TSLA:  Nasdaq) battery products.  Last year Duke Energy with its partner University of South Florida chose Tesla’s lithium-based batteries for a 100-kilowatt solar project in St. Petersburg, Florida. Application of lithium-based technology in a relatively small, microgrid application like that in St. Petersburg is no surprise.  Lithium-based batteries offer high energy...

Nemaska Lithium (NMKEF:  OTC/PK, NMX:  TO) is a newcomer to the lithium industry.  The company recently came to the market with battery-grade lithium from spodumene rock carved out of its Whabouchi mine in northern Quebec, Canada and converted in a proprietary electrochemical process to battery-grade lithium material at an in-house facility in Shawinigan to the south.  The company filled its first orders in Summer 2018. The company expected to produce over 200,000 metric tons of lithium-bearing spodumene concentrate from its Whabouchi mine with an average 6.25% lithium oxide content.  The mine is expected to remain productive for over three decades at that extraction rate.  The processing plant in...

The post “Integrated Graphene Producers” featured several graphene producers with novel business models that marry captive graphite sources to the technology and knowhow to produce graphene.  These are not the only graphite producers.  Although not as elegant as graphene with its svelte single-atom profile, the market for graphite has its appeal as well. Graphite has been a staple in steel industry crucibles, foundry molds and automobile brake linings.  These days graphite has moved into another even more important place in cars  -  lithium ion batteries that make electric vehicles viable as replacements for gas guzzling cars and trucks. Spherical graphite is especially desirable because the graphite anodes hold...

by Ishaan Goel INTRODUCTION In 2020, hydrogen shot to the forefront of the renewable energy conversation, with stakeholders making major investments in its growth. The European Union has allocated nearly EUR 400 billion to hydrogen within its Covid-19 recovery package, to ramp up production capacity ~150 times by 2030. Globally, hydrogen production projects under development have nearly tripled (by capacity) with several firms announcing ambitious gigawatt-scaled ventures. The appeal of hydrogen stems from its excellent capabilities as both an energy carrier and storage medium. Beyond its extensive usage in high-temperature industrial processes and manufacturing, it shows potential in areas that have proven...

by Ishaan Goel The first article in this series introduced two prominent types of water electrolyzers – alkaline electrolyzers (ALKEs) and polymer electrolyte membrane electrolyzers (PEMEs). Electrolyzers are devices that convert water into hydrogen and oxygen using electricity. They enable energy storage through hydrogen when combined with fuel cells, and can decarbonize hydrogen production for industry if supplied with renewable power. Subsequent articles shall focus on various characteristics of these two electrolyzer variants. The graph above shows the investment costs ($/kW) of PEMEs and ALKEs as the technology has advanced over time. In other words, they show the initial capital cost...

by Debra Fiakas, CFA Hydrogen system developer McPhy Energy SA (MCPHY: PA) recently reported impressive sales growth in the first half of 2019  -  23% higher than last year.    Sales were boosted by delivery of a refueling station in Houdain, France for a bus operation that is 100% powered by hydrogen.  New orders for projects in Germany, Bangladesh and Switzerland will keeps the company busy in the month ahead installing additional hydrogen fueling stations and electrolysis equipment for hydrogen production. Despite the success, McPhy has not achieved profitability.  Thus the company remains dependent upon financing to support operations.  In 2017, the company secured an equity sales agreement with Kepler...