daniel fuerstenwerth

Das Geld ist nicht knapp, die Regierung will nur keine Reichen besteuern.

@maurerchr Aber für die Netzanschlüsse in den Jahren 2025-2027 sind FCAs schon die silver Bullet nmM - dafür braucht es allerdings in der Tat einheitliche DE-weite Standards. (Das Wording ‚Netzengpässe‘ finde ich da als Umgangssprachlich für ‚zu wenig Netz‘ schon OK..)

@maurerchr Volle Zustimmung zu dem Ziel der dynamischen Preise im Netz! Aktuell scheitert das an der Digitalisierung der VNB, aber mit konsequentem Einfordern von Shared-Service-Centern für VNB (statt 850 individuellen Lösungen) wäre das machbar!

Heute von @MarcusTheurer in @faznet : "Wir sitzen auf einem Schatz ungenutzter Stromnetzkapazitäten" Ist das die Lösung der Engpassprobleme im Stromnetz? Nein! Warum nicht, erläutere ich nachfolgend...

JA Solar plans 2 GW solar cell, module factory in Egypt pv-magazine.com/2024/11/22/ja-… - good news that Chinese PV giants follow the markets - the market in #Egypt will become huge sciencedirect.com/science/articl…

Truly great presentation by @RockyMtnInst showing (among others): Cleantech growth (e.g. solar, batteries and EVs) reliably predicted using normalized s-curves. And no hint of stopping. China leads everywhere. Maybe the west should get its act together. rmi.org/wp-content/upl…

1/ New research @UniLUT @solomon_oyewo doi.org/10.1016/j.rser… on the #Caribbean energy transition. It present the first comprehensive multi-sector, multi-node, multi-scenario analysis, focusing on the role of offshore floating solarPV in achieving carbon neutrality by 2050.

Germany could deploy 10 million heat pumps by 2030 pv-magazine.com/2024/12/05/ger… - this links to an earlier research as a reaction of the energy crisis due to the Russian invasion in Ukraine: nature.com/articles/s4324…

IEA, IRENA and BNEF keep on underestimating the role of Solar PV in our future energy systems. A great summary and suggestions for more transparency in energy system modeling 👇 pv-thinktank.de/wp-content/upl…

Ein ZDF-Film berichtet über Superreiche in Deutschland und ihre Steuertricks. Deren Lobby wettert nun in einem offenen Brief gegen das ZDF. Eine Einordnung. /1 zdf.de/nachrichten/vi…

@clawrence I tend to agree on the part about PV-Module technology. But looking at total cost of PV-power, that is <20% of total cost. Wouldn’t you agree that there is a lot of innovation and value to be made in lowering the 80% other cost? Do you see investment cases there?

I've been trying to figure out how to express this.. so just going to try.. long rant apologies in advance. The last waves of 'cleantech' investing were primarily about reducing the cost of what were then VERY expensive technologies - solar, batteries, wind turbines, EVs - and then opening up new markets for them, with companies like Tesla, SolarCity, Sunrun, SunEdison, etc Guess what? - it worked. Not because of venture capital (although I would argue it played a crucial role), but because of the massive scale-up of manufacturing, driven by China. These things are all now really, really cheap and getting cheaper. Markets have been opened. We won. The majority of new electrical generation capacity being built globally is renewable. EVs have become mainstream. People are putting batteries on their home. Grids are putting batteries on... their grids. We won and continue to win. But, I don't think all investors in the sector have gotten the message. I see so many companies being funded to try and further lower the cost of these already cheap commodity technologies. Which is absolutely a worthwhile goal. But, I don't think that's where the money and impact is going to be made this time around. Just like it was not where VC made their money last time around. The world has 1 TW of solar panel manufacturing capacity, and 2 TWh of battery manufacturing capacity - both growing fast. Almost all using the 'basic' technology - silicon and lithium-ion. How do you enter a market like that if you are not at GW scale? You may be able to partner with an incumbent manufacturer... but man - that is going to be difficult, going up against 100s of other tech innovations vying for their attention, along with their own internal R&D. And getting them to change their massive production lines? It's that - or raise a billion dollars of at-risk capital. I was sitting in a pitch from a battery materials startup who is developing a new anode material that they said was a 'drop-in' replacement and would reduce battery costs by 30%. That morning, CATL had announced they were dropping their prices by 50% (and they since have). So - now what? Startup still has many years getting from the lab into production. What will CATL costs look like then? And startups often confuse cost and price. Nobody really knows what the costs of these giant Chinese companies are, or will be in 5 years. The real question to ask is - now that we have cheap solar, wind, batteries, EVs, etc - what else can we do with them? What new technologies and processes and businesses can we enable with $0.01/kWh solar electricity and $50/kWh energy storage, available at TW scale? That's what @EnergyVentures is looking for.. I'm less interested in competing with these incumbents than I am in leveraging their capital and scale to create new products and services, built on dirt cheap clean energy and storage. And all of the other cool businesses that you need to surround these core technologies to get them to their full potential. Whew. The end.

At the end of 2023, the cumulative global PV installed capacity reached 1,642.0 GW, which represent a 38% growth year-on-year. For more insights into how the PV market evolved in 2023, read our Trends report, here: buff.ly/3NzStGn #IEAPVPS #SolarEnergy #Photovoltaics

Pleiten, Pech und Pannen aus dem Land des Kalsarikännit. Finnische Atomkraftwerke Olkiluoto-3 und Loviisa-2 ausgefallen. polarkreisportal.de/finnische-akw-…

France publishes new provisions making solar mandatory on parking areas pv-magazine.com/2024/11/18/fra…

„Ich freue mich über den Boom beim #Solarausbau. Aber wenn wir nicht handeln, wächst das Problem (der #SolarSpitzen) 2025 und 2026 absehbar weiter. Das müssen wir ernst nehmen“, antworte ich @MarcusTheurer auf @faznet mit Blick auf Stress im #Stromnetz. zeitung.faz.net/fas/wirtschaft…

Ein 3GW - Solarpark für ca 500EUR/kW in China. Erscheint mir recht teuer - hat da jemand Infos, warum der so teuer ist?

Schöne Grafiken. Schon krass, wie stark man den Energiebedarf durch die Elektrifizierung des Verkehrs reduzieren kann. @energy_charts_d

Governments are waaaayyyyyyyy behind planning for the solar revolution... Here's the latest IEA forecast to 2030, plotted against the "2030 solar target" set by the government, or implicit in national electricity plans. How can you plan for grids+storage like this?

Solar PV. 68 years from the Bell Solar Battery (1954) to the first terawatt installed (2022). 2 years (2024) to install the second terawatt. @GSolarCouncil

@jmpandera 😭

Sollte man lesen, auch wenn es nicht schön ist