Amid the current energy crisis, nuclear power is making a come-back despite ongoing nuclear waste issues. The idea has gained acceptance as nuclear energy is increasingly considered essential for combating climate change, following the International Energy Agency (IEA) and the Intergovernmental Panel on Climate Change (IPCC) incorporating nuclear in their models and estimates for a…
While Europe reconsiders its energy sourcing options amidst the Russia-Ukraine war, which triggers oil import restrictions, alternatives are scarce to alleviate the supply dip. In that context, France and the UK already backed out on their prior plans to gradually diminish nuclear fission power reliance, the former announcing six new reactors in February, the latter…
Talking about cleantech, and more specifically about inverters which are tightly linked to solar panels, can appear quite “ambitious” given the ongoing investigation by the US Department of Commerce seeking to determine whether Chinese solar equipment producers circumvent existing tariffs and anti-dumping duties imposed on them by setting up export facilities in Vietnam, Cambodia, Malaysia…
Wind energy players Vestas and Siemens Gamesa and supplier TPI Composites have reported underwhelming earnings and cut guidance in recent quarters due to a combination of weak revenue momentum (flattish installations globally in 2021), cost inflation (steel and resins, logistics) and supply chain issues. And Covid-linked lockdowns in China are unlikely to help in the short-term.…
Electric vehicles’ (EVs) adoption has been all the rage in recent months with sales rocketing in most parts of the world. EVs also took the spotlight at this year’s CES in Las Vegas, confirming their central role in the ongoing energy transition. The three main components of an EV are its energy storage (a battery…
With crude oil currently hovering at around $120 a barrel, non-fossil energy sources and electric vehicles (EVs) are obviously back on investors’ radar. Sales of EVs around the world were already shooting to the roof before the Russia-Ukraine war (+115% in China and +39% in Europe in January, +72% in the US in Q4) and…
Cleantech stocks have been in the eye of the storm this year, with solar, wind and hydrogen pure players declining 20-40% on average notably as the US government’s push in favor of hydrogen and other clean energies in the Infrastructure bill was underwhelming (e.g. $9.5 billion for hydrogen). That said, it seems like Democrats have…
The International Energy Agency (IEA) released earlier this week the world’s first energy roadmap towards the 2050 net zero carbon goal set by an increasingly number of countries around the world. This very complete report (https://www.iea.org/reports/net-zero-by-2050) basically states that, in order to reach this ambitious target, massive deployment of all available clean energy technologies must…
Over the last couple of days, the cleantech industry has suffered from an uninspiring newsflow. First, three of California’s major utilities proposed to increase grid access fees and reduce compensation for consumers who install solar panels on their home rooftops, a move that would make solar economics less attractive for consumers. Second, hydrogen leader Plug…
What do high-end smartphones, state-of-the-art security cameras and next generation autonomous cars have in common? Answer: LiDARs, or Light Detection And Ranging, a sensing technology that uses lasers to measure reflected light to create a 3D image of whatever it’s focused on. The LiDAR technology, used in the military & aerospace segments since the early…