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Renewable Energy, Alternative energy, New energy, Solar, Geothermal, Wind
mullokintyre
post Posted: Apr 30 2019, 06:54 PM
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In Reply To: blacksheep's post @ Jan 29 2019, 10:02 PM

From Blacksheeps quote below

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The data were released on Monday during a media briefing held by the National Energy Administration. The installed capacity of hydropower stations, wind power stations, photovoltaic power stations and biomass power stations in 2018 reached 352,000 MW, 184,000 MW, 174,000 MW, and 17,810 MW respectively, growing 2.5 percent, 12.4 percent, 34 percent and 20.7 percent year-on-year.


Interesting that they include biomass. Although it is certainly renewable, converting biomass to Energy typically requires burning and the release of CO2.
I was always under the impression that the shift away from fossil fuels was driven by Climate Change, which in turn is driven by CO2.

From something called Vettenfalls

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Biomass is a renewable energy source and can be anything from energy crops to agricultural or forestry residues and biogenic waste. Biomass can be used to produce both heat and electricity. It plays a key role in reducing CO2 emissions from existing coal power plants by co-firing and producing green eat. h


Not sure how it reduces CO2, and even less sure about green heat.

Mick



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sent from my Olivetti Typewriter.
 
nipper
post Posted: Apr 27 2019, 02:16 PM
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JP Morgan energy and utilities analyst Mark Busuttil said returns on a $55/MWh Power Purchasing Agreement (PPA) — assuming the project was 80 per cent debt funded — would be around 11 per cent.

"We estimate that a wind farm costing $2,000/kW (kilowatt) with a $55/MWh offtake contract over the first 15 years, then reverting to a merchant power price of $75/MWh for the remaining 10-year life of the plant, would achieve a nominal internal rate of return of five per cent," Mr Busuttil said.

"The risk is that all free cash flows for the initial 15 contracted years would go solely to debt repayment, and equity holders would only generate returns beyond the contracted period."

In other words, equity investors would not see returns for 15 years. Even then, those returns would be highly dependent on volatile power prices which are more than likely tracking down as more supply is added.

"The analysis highlights the risk of wind farm development and justifies the reasons why typical operators of wind farms are moving away from further development," Mr Busuttil said. "It also suggests that wind farm PPAs cannot decline any further."

The JP Morgan research noted the declines in solar PPAs have been even steeper....
https://mobile.abc.net.au/news/2019-04-26/r...o-bust/11041964

Unreliable, too.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: lgrif  mullokintyre  
 
blacksheep
post Posted: Jan 29 2019, 10:02 PM
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Nation switches on to renewable energy
By ZHENG YIRAN | China Daily | Updated: 2019-01-29 07:35
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By the end of 2018, China's installed capacity for renewable energy reached 728,000 megawatts, up 12 percent on a year-on-year basis. It took up 38.3 percent of the total installed capacity, growing 1.7 percentage points year-on-year, demonstrating that the alternative role of renewable energy has become increasingly important.

The data were released on Monday during a media briefing held by the National Energy Administration. The installed capacity of hydropower stations, wind power stations, photovoltaic power stations and biomass power stations in 2018 reached 352,000 MW, 184,000 MW, 174,000 MW, and 17,810 MW respectively, growing 2.5 percent, 12.4 percent, 34 percent and 20.7 percent year-on-year.

"The utilization rate of renewable energy is constantly going up," said Li Chuangjun, deputy director of the new energy department of the NEA.

read more - http://www.chinadaily.com.cn/a/201901/29/W...65c34e6f57.html
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Dec 12 2018, 09:42 AM
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22,000 sites; 60,000 potential and 27 possible projects. The world of NSW pumped hydro.

https://www.smh.com.au/business/the-economy...211-p50lf2.html

QUOTE
Pumped hydro works by running water from a dam downhill through a turbine to generate electricity and then using excess energy to pump it back up the hill to run through again.
- l hope they realise the excess energy is exogenous, otherwise entropy has been 'tamed'



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Dec 10 2018, 08:43 PM
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Gupta doubles down on green industrial plans for Whyalla, powered by cheap renewables

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Billionare steel magnate Sanjeev Gupta has unveiled more sensational details of his plans to transform Whyalla into a green industrial hub, powered by hundreds of megawatts of solar and storage.

The latest plans for the South Australian city that former PM Tony Abbott once warned would become a ghost town under a carbon tax are mostly of an industrial nature, but it’s worth remembering that all of Gupta’s plans are built on a foundation of cheap renewable energy.

In a “big reveal” that drew Australia’s top politicians (including our coal-loving PM, Scott Morrison), the visionary chief of the GFG Alliance revealed plans to give the existing steelworks a $600 million upgrade, and investigate the feasibility of building a massive new steelworks in the city.

https://reneweconomy.com.au/gupta-doubles-d...newables-24759/

https://www.abc.net.au/news/2018-12-10/brit...ection=business



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 6 2018, 11:11 AM
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In Reply To: blacksheep's post @ Sep 20 2018, 09:48 PM

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Marubeni Corp., the Japanese trading house for whom coal makes up about a quarter of its power generation, never expected renewable energy prices to plunge as much as they have.

Seizing those falling costs, the company plans to add 1 gigawatt of clean energy over the next five years as it halves its coal-fired generation by 2030, according to Masumi Kakinoki, chief executive officer of the company’s electricity generation business.

https://www.bloomberg.com/news/articles/201...adds-renewables
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


blacksheep
post Posted: Oct 8 2018, 10:01 AM
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Macquarie Group plugs into $22b Asian Renewable Energy Hub in Pilbara
Peter WilliamsThe West Australian
Monday, 8 October 2018 9:59AM
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The consortium behind a massive renewable energy project proposed for the Pilbara has brought Macquarie Group on board as an investor and bolstered the budget to more than $22 billion.

The Asian Renewable Energy Hub has also increased the wind and solar power development’s planned output from 9 gigawatts to more than 11 GW, with a greater focus on supplying domestic industry consumers.

Macquarie has agreed to provide development capital to the hub and join wind farm investor CWP Energy Asia, renewables developer Intercontinental Energy and Danish wind turbine manufacturer Vestas in the consortium.

The value of Macquarie’s commitment was not disclosed. The group has invested more than $20 billion in green energy globally since 2010 and has 12,546MW renewable power in operation or under management globally. Its assets include two Victorian wind farms.


read more - https://thewest.com.au/business/energy/macq...a-ng-b88983687z

About the Asian Renewable Energy Hub - https://asianrehub.com/about/



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Oct 5 2018, 01:12 PM
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'Renewables capital of Australia'? Port Augusta shows off its green energy credentials
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Thirteen renewable energy projects are underway or under consideration — from wind farms and pumped hydro-electric power to solar with storage that can shift electricity made when the sun's shining to meet peak demand in the evening.

http://www.abc.net.au/news/2018-10-05/port...ection=business
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 20 2018, 09:48 PM
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PR from Marubeni - big blow for coal, good news for renewables.

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Notification Regarding Business Policies Pertaining to Sustainability (In Relation to Coal-Fired Power Generation Business and Renewable Energy Generation Business)

Sep. 18. 2018
Marubeni Corporation

Marubeni Corporation (hereinafter, “Marubeni”) recognizes that climate change is a major issue shared by all of humanity. It is a problem that threatens the co-existence of the global environment and society, a problem that has an enormous effect on Marubeni’s business and its shareholders, and a problem that Marubeni believes must be dealt with swiftly. Therefore, as part of Marubeni’s promotion of sustainable management, and in order to contribute fight global climate change, Marubeni has established new business policies (hereinafter, “Policies”) regarding its coal-fired power generation business and its renewable energy generation business.

1. The Process of Pulling Out of Coal-Fired Power Generation
As a global player in the power business, Marubeni will reduce its greenhouse gas emissions volume from its power generation portfolio. By 2030, Marubeni will cut its FY2018 coal-fired power net generation capacity of approximately 3GW in half. Additionally, Marubeni will deploy innovative technologies to increase the efficiency of its portfolio assets, and proactively promote the reduction of its environmental impact.

2. The Policy on New Coal-Fired Power Generation Business
As a general principle, Marubeni will no longer enter into any new coal-fired power generation business. However, Marubeni might consider pursuing projects that adopt BAT (“Best Available Technology”, which at present is USC: “Ultra-supercritical steam generating technology) and are compliant with the policies and measures of the Japanese government and any country in which the project will be executed (e.g. energy supply stability, poverty and employment measures and economic growth policies). Nevertheless, even if Marubeni does make an exception to take on a project like this, Marubeni will make proposals on the creation of a low-carbon society, efficient power generation systems and the diversification of energy sources; Marubeni will make efforts to contribute to the resolution of local issues in the country and/or region in which the project is executed.

3. Proactive Involvement in Renewable Energy Generation Business
Looking forward to the expansion of the renewable energy generation business, Marubeni will strive to expand the ratio of power generated by renewable energy sources in its own net power supply from approximately 10% to approximately 20% by 2023. Furthermore, Marubeni will contribute to the transition towards a low-carbon society by promoting the expansion of the handled volume of renewable energy sources pertaining to energy trading. An example of this is SmartestEnergy Ltd.*, a wholly-owned subsidiary located in the United Kingdom that manages approximately 3GW of total energy, which is purchased from independent generators; about 80% of that 3GW is generated by renewable energy sources.


Moving toward the achievement of these Policies, Marubeni will work to properly communicate and cooperate with its diverse stakeholders, and also proactively disclose updates on Marubeni’s progress in reaching these goals. Additionally, given the changes to the external environment, Marubeni will refer to the various international guidelines, beginning with the OECD Export Credits Arrangement, diligently monitor measures taken by different countries in terms of coal-fired and renewable energy generation business, as well as the international state of affairs, and use this information to periodically review and rework its own policies from the standpoint of climate change counter measures.

In April 2018, Marubeni launched the Sustainability Management Committee (hereinafter, “the Committee”) under the supervision of the President and CEO, with the aim to strengthen the company’s sustainability initiatives. Since its launch, and while soliciting the opinions of external parties, the Committee has discussed a number of basic policies and measures pertaining to Marubeni’s sustainability initiatives, beginning with identification and periodic review of the materiality. Policies and measures considered as a result of these discussions will be announced as part of Marubeni’s ESG related data once it has been compiled.


https://www.marubeni.com/en/news/2018/release/00028.html

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Analyst Tim Buckley from the Institute for Energy Economics and Financial Analysis (IEEFA) described the move as a “body-blow” to the global coal lobby and a vital endorsement of the Paris climate agreement.

“As one of the largest new coal fired power plant developers globally, this announcement by Marubeni (assuming it is true), is of global significance.

“Like the halving of renewable energy tariffs in India in 2017, the news that Marubeni Corp is shifting its global weight behind the transition to renewables is a body-blow to the global coal industry and a profoundly important endorsement of the aims of the Paris Climate Agreement.

“IEEFA congratulates President Fumiya Kokubu for this truly amazing strategic shift. It is inevitable that other global coal plant developers like POSCO of South Korea, Siemens of Germany and GE of America will be forced to evaluate their own position in light of Marubeni’s decision.”

As per IEEFA’s July 2018 report, Marubeni Corp has over 12GW of new coal fired power plants under development globally, covering both Japan and emerging new coal frontiers like Botswana, Egypt, Mongolia, Vietnam, Thailand, Indonesia and Myanmar.

https://www.michaelwest.com.au/marubenis-sh...exit-from-coal/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Sep 6 2018, 10:53 AM
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Posts: 5,845
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Printed Solar Panels

- 200 microns thick.... cheaper than silicon but, at current technical specifications, likely to only last 2-3 years
https://amp-abc-net-au.cdn.ampproject.org/v...ergy%2F10186950



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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