CurveBending

The Department of Energy (DOE)’s recent announcement of a 15 billion conditional loan to PG&E has caught a lot of attention this past week. If finalized, this would be the biggest loan DOE has ever issued to a single company through its Loan Program Office (LPO). Size aside, the PG&E...

For the first time in decades, the US is experiencing a sharp demand in growth for electricity. The exact projections vary, including DOE estimating 20% in the next decade and Grid Strategy forecasting 16% peak load growth in the next five years. By all estimates, after decades of flat growth...

Battery plays a critical role in scaling clean energy. China has been a dominating player, leading both technology and manufacturing. US and Europe, with the massive R&D invested, are gradually catching up with innovative battery technology, such as sodium-iron and silicon anode, and less mature yet promising ones, such as...

Renewable energy projects generate revenues by selling energy - is it all that simple? In practice, various types of revenues exist. By risk: Contract/Merchant Most renewable projects have both contracted revenues and merchant revenues. Finding an offtaker and solidifying contracted revenues significantly derisk a project and are critical development milestones....

This post summarizes the key takeaways from the latest report published by the Office of Clean Energy Demonstration. Profiling 8 companies including LanzaTech, Solugen, Stegra and Via Solutions and a total of 21 FOAK projects, the report covers FOAK projects with different levels of technology and adoption readiness. By drawing...