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CleanTechnica•10 days ago

Discussing Tesla’s Unboxed Manufacturing & The Future Of The Company

  • •Tesla's recently patented "unboxed" manufacturing process is designed to significantly reduce production costs and time across its product lines, including energy storage.
  • •This manufacturing innovation could lead to increased availability and more competitive pricing for Tesla's grid-scale (Megapack) and commercial/industrial (Powerwall) energy storage systems.
  • •The company's strategic focus on manufacturing efficiency signals a push to scale its energy division, potentially accelerating the deployment of battery storage projects for developers and large power consumers.
storageoem
CleanTechnica•10 days ago

Hyundai’s BEV Sales Grow 47% Globally

  • •Hyundai's Battery Electric Vehicle (BEV) sales grew 47% globally, signaling a significant acceleration in EV adoption across the automotive sector.
  • •This growth indicates a rising future electricity demand from the transportation sector, creating opportunities for new generation, grid infrastructure development, and charging solutions.
  • •Large power consumers should anticipate increasing power requirements for employee and fleet EV charging, influencing future energy procurement strategies and potential PPA structures.
oememissionsppa
CleanTechnica•10 days ago

China Omits Mention Of New Energy Vehicles In Latest 5-Year Plan

  • •China's latest 5-year plan omits New Energy Vehicles (NEVs) from its list of top priorities.
  • •This policy signal suggests a potential shift in the Chinese government's direct focus or level of support for the NEV sector.
  • •For developers and large loads, this could indirectly influence global supply chain stability for batteries and critical minerals, and potentially alter long-term demand projections for EV charging infrastructure.
oememissionspolicy
POWER Magazine•10 days ago

Hydrogen Powering UK Airport Through CHP Unit

  • •A pioneering hydrogen combustion engine CHP trial, led by EMEC, successfully powered Kirkwall Airport in Orkney, UK.
  • •This marks the first instance of hydrogen meeting both power and heat demands for a UK commercial airport.
  • •The project demonstrates a viable, real-world application of hydrogen for critical infrastructure and large energy consumers seeking decarbonization.
oememissionssimple-cycle
CleanTechnica•10 days ago

The US Is Losing The Trade War With China

  • •The article's content is extremely limited, providing only a headline and a general statement about a US president's meeting with Xi Jinping.
  • •It suggests a perception that the US is 'losing' a trade war with China, but offers no specific details or evidence.
  • •There are no facts, numbers, market impacts, policy changes, or project announcements relevant to power developers or large power consumers.
Utility Dive•10 days ago

US has onshored full solar supply chain: SEIA

  • •The U.S. now possesses a complete domestic solar supply chain, from silicon ingots and wafers (with Corning's Michigan factory) to finished modules.
  • •This onshoring reduces reliance on foreign imports, potentially stabilizing solar component costs and improving supply chain predictability for developers and large power consumers.
  • •The development strengthens eligibility for domestic content incentives under the IRA, enhancing project economics and reducing risk for IPPs and large energy users seeking renewable power.
policyiraoem
CleanTechnica•10 days ago

Air Pollution Linked To Breast Cancer (Research)

  • •Research indicates a link between air pollution, specifically from gas and diesel vehicles, and breast cancer, underscoring the severe, often invisible, health impacts of combustion emissions.
  • •This health-related finding is likely to intensify public and regulatory pressure for cleaner energy sources, potentially accelerating the transition away from fossil fuels and increasing demand for zero-emission technologies.
  • •Expect heightened scrutiny and potentially stricter emissions standards (e.g., NOx, SOx, PM2.5) for all combustion-based power generation, driving policy support for renewable energy, energy storage, and other low-carbon alternatives.
policyemissionssolar
CleanTechnica•10 days ago

JB Straubel’s Bet On EV Battery Recycling Is Paying Off, Bigly

  • •EV battery recycler Redwood Materials has strategically expanded into the large-scale energy storage market.
  • •This expansion is directly linked to the surging demand for energy infrastructure driven by the AI boom, indicating a significant market opportunity for storage developers and suppliers.
  • •The move highlights the growing importance of a circular economy for battery components, which could influence future supply chain stability and material costs for energy storage projects.
storagedatacenteroem
Utility Dive•10 days ago

Bloom Energy says it’s on track for 2 GW annual production capacity

  • •Bloom Energy is scaling its fuel cell manufacturing to 2 GW annually, signaling a significant increase in the availability of modular, distributed generation technology.
  • •This expansion is driven by the demand from AI data centers seeking resilient, on-site power, suggesting a growing market for alternative energy solutions that bypass traditional grid reliance.
  • •For large power consumers and developers, Bloom's increased capacity offers a viable, scalable option for securing dedicated, potentially lower-emission power directly at the load, mitigating grid congestion and price volatility.
datacenteroemfinancing
Utility Dive•10 days ago

A hydrogen ‘do-over’ for California

  • •California is re-evaluating its hydrogen strategy, potentially broadening the definition of 'clean' hydrogen to accelerate its adoption as an energy resource.
  • •This policy shift could unlock new hydrogen production pathways and supply chains, potentially lowering costs and increasing availability for industrial users, power generators, and large power consumers.
  • •The 'do-over' signals a renewed push to integrate hydrogen into California's energy mix, creating new opportunities for developers and IPPs in power generation, storage, and industrial decarbonization.
financingpolicyppa
CleanTechnica•10 days ago

BEVs Up 29% YoY & PHEVs Down 3% YoY — September 2025 China EV Sales Report

  • •China's EV market saw BEVs surge 29% YoY in September 2025, capturing 37% of the total car market, indicating robust and sustained electrification trends.
  • •Total plugin sales exceeded 1.3 million units in September, signaling a significant and growing load on the electricity grid, despite a reported slowdown in overall plugin growth rate.
  • •This rapid EV adoption in China points to a substantial future increase in electricity demand, requiring developers to consider new generation and transmission projects, and large consumers to factor in potential grid strain or opportunities for demand-side management.
transmissionstoragesolar
Utility Dive•10 days ago

AEP capital spending plan surges 33%, to $72B, in utility ‘super-cycle’

  • •AEP plans a massive $72 billion capital spending program, representing a 33% increase, signaling significant grid modernization and expansion efforts.
  • •Despite the substantial investment, AEP aims to limit residential rate increases to 3.5% annually over the next five years, suggesting a focus on cost management or expected efficiencies.
  • •The article highlights a utility 'super-cycle,' indicating a broader industry trend of sustained, high capital investment, which could create opportunities for developers and impact grid reliability for large power consumers.
transmissionpolicyinterconnect
Energy Storage News•10 days ago

Genera PR begins construction on 52MW BESS in Puerto Rico

  • •Genera PR, the primary operator of Puerto Rico's energy generation, has commenced construction on a 52MW Battery Energy Storage System (BESS) at the Cambalache Power Plant.
  • •This significant BESS project represents a critical step in modernizing Puerto Rico's grid, aiming to enhance reliability and resilience for all energy consumers, including large industrial and commercial loads.
  • •The deployment of this storage capacity by the incumbent generation operator suggests a strategic shift towards integrating more flexible resources, potentially opening new market opportunities for ancillary services and renewable energy developers.
storagecapacity-marketinterconnect
Energy Storage News•10 days ago

BYD and Skysense partner to deploy 300MWh of energy storage in Latin America

  • •BYD and Skysense have formed an alliance to deploy 300 MWh of energy storage across Mexico and other Latin American countries.
  • •This significant project highlights the rapid growth and investment in the Latin American battery energy storage system (BESS) market.
  • •For developers and large power consumers, this signals increasing availability of grid-scale storage solutions, offering enhanced grid stability, peak demand management, and improved renewable energy integration.
oemstoragefinancing
Utility Dive•10 days ago

DTE inks first data center deal to grow electric load 25%

  • •DTE Energy projects a 25% electric load growth from its first data center deal, with a 5-year, $30 billion investment pipeline targeting 8.4 GW of data center load.
  • •This signals a massive and rapid increase in demand from the data center sector, driving significant utility infrastructure investment.
  • •Developers should note the substantial opportunity for new generation and transmission projects, while large power consumers should anticipate increased competition for grid resources and potential for upward pressure on power prices.
transmissiondatacenterfinancing
Energy Storage News•10 days ago

Sungrow’s Q3 revenue, net profit and shipments soar

  • •Sungrow reported soaring Q3 2025 revenue, net profit, and shipments, indicating robust growth.
  • •The company is described as 'in a league of its own' in terms of financial data and market capitalization.
  • •This strong performance signals a stable and dominant OEM in the solar and energy storage sectors, potentially ensuring reliable supply and competitive offerings for developers and large consumers.
oemstoragefinancing
Energy Storage News•10 days ago

RWE starts building Germany’s largest BESS

  • •RWE has commenced construction on Germany's largest Battery Energy Storage System (BESS) project, a 400MW/700MWh facility in Bavaria.
  • •This significant grid-scale BESS deployment highlights the accelerating trend and increasing scale of energy storage projects in major European markets.
  • •For developers, this signals robust market demand and potential regulatory support for large-scale storage; for large loads, it promises enhanced grid stability and flexibility in the region.
storagepolicy
Energy Storage News•10 days ago

Energy storage demand offsets EV slowdown, driving LG Energy Solution profit increase

  • •LG Energy Solution (LG ES) reported increased quarterly profits, primarily driven by robust demand for energy storage solutions.
  • •This growth in energy storage demand is occurring despite a slowdown in electric vehicle (EV) sales, indicating a strong, independent market for grid-scale and commercial/industrial battery deployments.
  • •The shift in LG ES's profit drivers underscores the increasing market maturity and financial viability of battery energy storage systems (BESS) for developers and large power consumers.
datacenterstorageoem
Energy Storage News•11 days ago

Australia: Victoria’s home battery programme delivers 20,000 installations as federal scheme takes over

  • •Victoria, Australia's home battery program successfully installed approximately 20,000 residential energy storage systems, doubling its original target.
  • •The state-level program's success is leading to a transition to a federal scheme, signaling a broader national commitment to distributed energy resources (DERs).
  • •This strong policy support and market uptake for residential storage indicate a growing distributed energy landscape that could impact grid planning, peak demand, and opportunities for virtual power plants (VPPs) relevant to developers and IPPs.
storagepolicy
CleanTechnica•11 days ago

Domestic Solar Manufacturing Booms During Trump Administration with Entire Solar Supply Chain Reshored

  • •The entire U.S. solar supply chain has been reshored, with significant growth in domestic manufacturing capacity across all segments.
  • •This boom in U.S. solar manufacturing is attributed to policies enacted during the Trump Administration.
  • •The Solar Energy Industries Association (SEIA) warns that this domestic manufacturing progress is at risk if current energy policies are not maintained or 'corrected'.
oempolicysolar
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