copper

While lithium ion battery prices are falling again, interest in sodium ion (Na-ion) energy storage has not waned. With a global ramp-up of cell manufacturing capacity under way, it remains unclear whether this promising technology can tip the scales on supply and demand.

Finnish startup Sensmet Oy says it has attained the lithium manufacturing ‘Holy Grail’ of real-time, continuous monitoring of the battery raw material. This would potentially unlock big savings in time and money.

As the US Uyghur Forced Labor Prevention Act demonstrated, companies preparing to spend big on batteries are at risk of being blindsided by supply-chain-related legislation. Here are some tips on how US developers can anticipate policy curveballs.

Indonesia will have to get to work installing more than 24 GW of solar this year – and every year – if the region is to achieve the 2.1 TW to 2.4 TW of photovoltaics Irena has estimated it will require to achieve a net zero carbon energy system by 2050.

Canadian company First Quantum Minerals will commission 430MW of photovoltaic and wind generation capacity from Total Eren and renewables-for-African-mining specialist Chariot Transitional Power.

French start-up Rosi Solar has developed an industrial solution claimed to be capable of recovering high purity silicon, silver and copper contained in end-of-life PV modules. The company’s technology is based on a pyrolysis process that makes it possible to isolate the different metals from the cells.

The input costs of the two biggest contributors to solar plant development expense have gone through the roof since the world began to come out of Covid-19 lockdowns, to leave project developers with some difficult choices.

The sheer volume of new power lines which will be required to accommodate the rising tide of solar installations ensures copper has been included by the International Energy Agency on its list of minerals which must keep flowing if the energy transition is to stay on course. And it’s not production that’s the potential bottleneck.

With South Africa holding 63,000 of the world’s estimated 69,000 metric tons of platinum reserves – according to the Statista.com website – and Russia and Zimbabwe a further 5,100 between them, the European Commission has cited the metal as an example of a potential supply chain bottleneck that could handicap its grand plans for renewables-powered hydrogen production.

Oxfordshire-based Oxis Energy says it will produce the less flammable devices sought by the aviation industry using the same manufacturing processes as those used to make lithium-ion and conventional-lithium-sulfur products.