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2023-06-16 06:27:21 ET Summary Stationary energy storage is booming, led by Tesla. Global stationary energy storage is forecast to double in 2023. Tesla Master Plan 3 says the world will need ~120 TWh of stationary energy storage for a 100% renewable energy world. That's about a 1...
2023-03-07 12:22:28 ET Summary The substance was there. The non-technical audience wasn’t ready/capable to hear it. Sandy Munro and Corey Steuben outlined massive technical change coming out of the site visit on Master Plan 3 day. Reference was made to these changes. Don...
2023-03-06 02:08:08 ET Neoen S.A. (NOSPF) Q4 2022 Earnings Conference Call March 01, 2023 03:00 AM ET Company Participants Xavier Barbaro - Chief Executive Officer Louis-Mathieu Perrin - Chief Financial Officer Louis de Sambucy - Managing Director-Australia R...
2023-03-04 06:31:44 ET The following slide deck was published by Neoen S.A. in conjunction with their 2022 Q4 earnings call. For further details see: Neoen S.A. 2022 Q4 - Results - Earnings Call Presentation
Summary Tesla recalling 362,758 vehicles, or is that just a software upgrade? Tesla is surrounded by what I call "noise," things that could go wrong but that are not of much significance (other than to shorters). And then there's reality, which is that Tesla is not just a car compan...
Chinese solar module manufacturer Suzhou Talesun Solar Technologies ( OTC:NOSPF ) recently entered into a strategic cooperation agreement with French energy company Neoen following an in-depth discussion on the current situation and future development trends of the European photovoltaic i...
Tesla Lithium batteries are now validated by Australian Energy Marketing Authority for grid-scale inertia services using Tesla’s Virtual Machine Mode software. This is a world first for inertia services on an established grid, and it represents a significant step towards exit f...
Nasdaq-listed SPAC RMG II acquires ReNew Power: transaction to be closed at the beginning of 3Q21. ReNew Power has a head-start in one of the world's biggest markets for renewable energies. The company looks undervalued compared to its peer group. Due to several (external) ris...
BNEF forecasts a 122x increase in global energy storage from 2018 to 2040. WoodMac: Global energy storage capacity is expected to grow at a CAGR of 31% through 2030. The March 2, 2021, CLEAN Future Act (H.R. 1512) Bill authorizes US$565B towards US carbon-free electricity by 2035. The...