Posts

Berkeley Green Home EXPO – Local Cleantech Support

Cleantechblog is sponsoring the Berkeley Green Home EXPO coming up in April. We are excited to see local support for energy tech and cleantech, and are happy to support Berkeley’s efforts in sustainability, solar, clean energy and cleantech. Announcement below:
Energy Independence to Be Focus of Berkeley’s 3rd Annual Green Home EXPO
Panel to be moderated by Mayor Tom Bates, with representatives from California Energy Commission, PV-NOW, Cal State/East Bay, and PG&E
Berkeley, CA – With their Zero Greenhouse Gas goals in mind, the City of Berkeley will be hosting the third annual Green Home EXPO and Energy Symposium on Saturday, April 29th from 12 noon to 5 pm, in Berkeley’s Civic Center Park next to the Saturday Farmer’s Market.

The main event will be a panel discussion titled, “Can We Achieve Energy Independence? Actions and Consequences” moderated by Mayor Tom Bates. Long an advocate on behalf of environmental causes, Mayor Bates will bring to light many new ideas on greenhouse gas reduction through discussion with panelists with backgrounds in science, politics, energy, and the environment.

Panelists include: Karina Garbesi of Cal State/East Bay Professor of Geography and Environmental Studies: California Energy Commissioner John L. Geesman, David Hochschild, Executive Director of PV-NOW!, and Hal La Flash, PG&E’s Director of Renewable Energy Policy and Planning.

Radio station KPFA will record this panel discussion for broadcast.

Other activities at this event will include a Zero Waste Art Contest, and a Solar home Design Contest. There will be free recycling for electronic waste, household batteries, fluorescent lighting, and mercury thermometers, and a Safe Medicine Disposal collection. There will also be a number for free swaps and give-aways. Admission is free and open to the public.

For complete details on the contests and give-aways, visit http://www.greenhomeexpo.org/ or email Energy@ci.berkeley.ca.us

$310 Million Wendelstein 7-X Fusion Experiment Advancing on Schedule

Thirteen of the 70 superconducting coils for the $310 million Wendelstein 7-X stellarator-type fusion experiment have been tested at low temperatures and delivered, and the 41 additional coils specified are in various stages of manufacturing.  When complete, sometime in 2010, Wendelstein 7-X will be the largest stellarator fusion device built to date, and will test the suitability of a stellarator design for power plants.  

Both tokamak and stellarator types of fusion reactors utilize a ring-shaped magnetic field generated by massive superconducting magnets to suspend the ultra-high temperature plasma needed for fusion reactions within a containment vessel.  The difference between the two is that tokamaks produce part of the field by an electric current flowing through the plasma, while stellarators rely on external coils to provide the field.  Although tokamaks have been the subject of more investigation, the stellarator design more easily allows for longer pulses of operation – for Wendelstein, possibly up to thirty minutes.  

Researchers hope Wendelstein 7-X will bring them closer to the ultimate goal of continuous operation fusion reactions that can be harnessed for electric power generation.  The European Union, the Federal Republic of Germany, and the State of Mecklenbourg-Western Pommerania are funding the project.

For the many who have heard of fusion energy, but either dismissed it as a fairy tale, or avoided thinking about it altogether due to the sheer complexity of prospective fusion technologies, the Wendelstein 7-X demonstrates that at least on a global level, the effort to make fusion a reality is serious.  

While nobody expects fusion to solve today’s energy problems within the next few decades, even critics of the fundamental technological feasibility of fusion admit that the basic science, technology development, and industrialization of the core technologies behind fusion are key to the long term advancement of society.  

Many industrialized nations in Europe and Asia have serious fusion programs, and emerging economic forces such as China and India are increasingly aggressive in their scientific collaboration, internal and international research & development projects, and political and financial support.  

Fusion research in the U.S. is more uncertain.  We are on a clear path to full participation in the massive $10 billion International Thermonuclear Experimental Reactor (ITER).  However, while support for ITER–which is being hosted in Europe and included participants in several nations–is fairly strong, budgetary constraints and political shortsightedness have jeopardized domestic fusion research.  

Mark Bitterman, Executive Editor, Superconductor Week
http://www.superconductorweek.com

Resourceful by Nature™

March 15, 2006

Yesterday morning’s mail brought a solicitation from Earth Policy Institute for its (Lester Brown’s) new book “Plan B 2.0: Rescuing a Planet Under Stress and A Civilization in Trouble.” My first sighting of Lester Brown was in 1994 in Washington, DC at a large meeting on sustainability. I had, by then, purchased and read several of his Worldwatch Institute reports, and Flavin and Lenssen’s “Power Surge, Guide to the Coming Energy Revolution,” and I respected Mr. Brown to the level of a deep bow. In 2002, I spoke with (at) him at a DOE Green Power Marketing Conference, effusive with admiration and awkward – a self-immolating and embarrassing habit.

“Dear Reader,” (begins the solicitation) “In his book ‘Collapse: How Societies Choose to Fail or Succeed,’ Jared Diamond describes how earlier civilizations moved onto an economic path that was environmentally unsustainable.” Ah, too early in the morning for Jared Diamond and his depressing tome. I skim on, but think about my work for the day: writing an article on renewable, clean energy for an energy training company in California which has an interest in biomass…

“The competition for oil is already altering the relationship between oil and food. We have long been concerned about the effect of rising oil prices on food production costs, but now we can see its effect on the demand for food commodities. Since virtually everything we eat can be converted into automotive fuel either in ethanol distilleries or in biodiesel refineries, high oil prices are opening a vast new market for farm products. Fuel producers are competing directly with food processors for wheat, corn, soybeans, sugarcane, and other foodstuffs. With high oil prices, more and more ethanol distilleries and biodiesel refineries are being built to convert food into fuel. As a result, supermarkets and service stations are competing for the same commodities. In essence, the affluent owners of the world’s 800 million automobiles will be competing with the world’s poor for food.”

Maybe these commodities are better suited as fuel anyway, I speculate…all that genetic modification and chemical fertilizer. Maybe the competition from fuels will egg on the slow-food and relocalization movements. It’s all too dreary before a second glass of tea, and I gravitate to the jazz radio station, only to hear NPR, sponsored by none other than Archer Daniels Midland Company (ADM): “ADM is a global leader in biofuels and is helping to meet these growing demands [for energy].”

ADM plans to fuel the cars of the world and feed the people of the world (tofu to the Chinese from American soybeans, in fact).

Their recent ad campaign splices images of hardworking, healthy American farmers with images of healthy Asian consumers. A background of eastern Indian music fades. Highway traffic flows in double-time. Trains and trucks zip alongside cornfields. There are more vibrant images of American farmers. And vivid landscapes of city lights. And acres of gentle waves of green crops. And wide open clear blue skies. Their ads are fashioned similarly across all product lines. For corn-based ‘plastics,’ food and transportation fuel, it’s the same smooth, soothing male voice-over, same visual treatments, same repetitive copy format, same kind of assured message:

“The world’s demand for energy will never stop. Which is why a farmer is growing corn and a farmer is growing soy. And why ADM is turning these crops into biofuels. The world’s demand for energy will never stop. Which is why ADM will never stop. We’re only getting started. ADM. Resourceful by Nature™.”

“Somewhere west of Topeka someone’s getting out for a breath of fresh air. Which is why a farmer is harvesting corn. And why a train is transporting corn. And why ADM is turning corn into ethanol, a renewable, cleaner-burning fuel. Somewhere west of Topeka someone’s getting out for a breath of fresh air. And lots of us are helping make sure that fresh air is actually – fresh. ADM. Resourceful by Nature™.”

This particular someone, sporting red hair and lime-green scoop-neck, is way, way west of Topeka, and she’s at the wheel of a sweet, grey, vintage convertible, cruising alongside a silver lake with mountains off in the distance. She’s definitely not in Kansas. Like ADM, she’s got full tank (money’s not a problem). And she’s on a roll. This ad – the woman, the open air, the notion of carefree escape – gave me goose bumps. Please forgive me, Mr. Brown.

The Advance of Transformerless Solar Inverters – An Opportunity Lost

It’s always nice to be proven right, but sometimes the ones that got away just gall me.

Four or five years ago we developed a business case with a large Japanese battery manufacturer to bring their solar inverter products into the US market. We would sell, they would build. At the time they had roughly 50% of the Japanese grid-tie industrial size solar installation market for inverters, and a sizeable share of the residential market, and wanted to get into the growth markets in the North America, as the Japanese growth had plateaued.

We had one of the largest US solar system providers agreed in principle to switch to our products, we were planning to certify them to the UL spec, and build them on the Japanese production line for sale in the US. We would have been the low price leader out of the gate.

How? First off, we had a very mature engineering and manufacturing plant in Japan, we had a full range of product – led by a 3.5 kw product for the residential market and a 10 kw modular product for the industrial market (before anyone here had thought about productizing larger sizes). And we had transformerless inverters. We had already started discussions with sources in UL about bringing that technology into the US. In 2001.

Our “best-price” scenario way back then was about $0.50/kw for our residential product, $0.65-$0.75/kw for the off the shelf price. For those of you who might be skeptical, that INCLUDED a nice gross margin. Our partner had pioneered transformerless inverters in Japan in the early to mid 1990s, and by the time they met us, this type was fairly standard throughout that market.

After getting the green light, the project was killed shortly thereafter when our Japanese partner ran into financial problems in other parts of the company, and was forced to re-focus their efforts away from the solar energy division.

I was reminded of all of this recently when a friend of mine sent over a presentation from an energy tech startup talking about advanced, low cost, lightweight inverters. When pressing them about how they could do this, they explained that they had no transformers. So I went do some research, and low and behold, not two months ago Magnetek announced the UL listing of their transformerless solar inverter, and then I noticed recent SMA articles on the now transformerless Sunny Boy String solar inverters in Europe.

“January 4, 2006 Magnetek, Inc. today announced that its indoor and outdoor transformerless Aurora™ Photovoltaic (PV) Inverters have been listed by the California Energy Commission and meet the latest National Electrical Code (NEC) as well as Underwriters Laboratories’ (UL) 1741 standards.”

It’s a shame our project didn’t go forward, but I’m glad the North American industry continues to drive costs down, even if we’re a bit behind the EU and Japan.

Cleveland Rocks!

That’s the motto for Cleveland, it being the home of the Rock ‘n’ Roll Hall of Fame.

For those of us who care about the clean tech arena, Cleveland also rocks because the area is making bets on advanced energy technologies. Many local constituencies recognize that the clean energy sector represents a tremendous opportunity for the region to pursue a new front for economic growth.

And so it is that I have decided to move to Cleveland and attempt to make an impact there. Effective last week, I have accepted a role at The Cleveland Foundation to lead regional efforts to build and catalyze economic activity in advanced energy technologies.

Press Release

I suspect that many of those in clean tech would be surprised at Cleveland’s interest level and current activities in developing commercial activity in advanced energy. With this posting, I invite you to contact me at the Foundation to learn more about what’s going on in Northeast Ohio. Who knows? Maybe you will find out, as I have, that Cleveland is a land of great opportunity.

A Tale of Two Companies

The strength of the PV market over the past year has enabled rapid growth for many companies and not just among the big boys. I am struck by the progress of Evergreen Solar and the similarity with a much smaller company, EPOD.

A year ago Evergreen was a small company whose revenues were growing fast – $23.5 million in 2004, up from $9.3 million the year before. They have grown again in 2005 to $44 million, but it is not the growth that attracts me – in last year’s climate, everyone with product to sell did that – rather it is some of the deals they have struck.

• In July, they broke ground on a 30MW solar wafer, cell and module manufacturing plant in Germany in a collaboration with Q-Cells called EverQ. Established in 1999, Q-Cells is one of the world’s largest solar cell manufacturers in terms of production output and is the largest group-independent manufacturer of crystalline silicon cells in the world. The plant is scheduled to come fully on stream this summer. Given the buoyancy of the German market this was a good move.

• In November, the Norwegian solar silicon manufacturer REC joined EverQ. In return for 15% equity REC, gave a 7 year supply guarantee (of solar grade silicon ) – 60 metric tons per year to Evergreen and 190 to EverQ, with potential to increase the supply. Given the current silicon supply pressure this seems an even better move!

• Then in between November and February they announced three impressive four year sales agreements:

o $70 million to Powerlight with potential to increase it to $170 million.

o $100 Million Sales Agreement with S.A.G. Solarstrom AG , builds and operates solar power stations, and sells the generated energy to corporations and utility companies. Sounds almost like a captive market.

o $88 Million Contract With Global Resource Options a Vermont-based solar power distributor and system integrator.

Before these deals, Evergreen had a fully fledged marketing department and was working on the design of new roofing applications. With their production apparently sold, they no longer need to make their own end products and the marketing team has been disbanded. Hard on the team, but good result in terms of lowering costs!

Now consider the case of EPOD – a very much smaller, Canadian company specializing in power management. Essentially a startup, they appear to have reported no revenues in 2004. Although operating on a different scale, here are the parallels with Evergreen:

• In July they set up a German subsidiary and formed a solar panel (amorphous silicon) and BIPV joint venture Heliodomi S.A. These are to give them manufacturing and marketing capability in Europe, especially Germany. Given the better profitability of the German market compared to North America. This should allow them to maximize whatever potential they have with their own PV product, inverters and power management expertise.

• While they have not secured any silicon supply guarantees, their dependence
on amorphous silicon makes this moot although their growth may be limited
by manufacturing capacity.

• In August they announced their first sale in Germany (100kW) and this was followed in January with their first California sale. In August they announced
that their production is committed through 2007.

Sales figures excite many, if not most but they are only part of the story. The robust growth demonstrated above, does not describe companies making big profits! Evergreen reported a net loss of $17.3 million last year and EPOD had a smaller loss only because its expenses were only a fraction of Evergreen’s.

$1 Billion Rare Isotope Accelerator Delayed 5 Years

Secretary of Energy Samuel Bodman has informed Congress that the $1 billion Rare Isotope Accelerator (RIA) will be pushed back five years. The massive superconducting accelerator was intended to be the world’s leading facility for exploring the fields of nuclear structure and astrophysics in areas that are central to applied fields such as energy, security, and medicine.

Regardless of one’s political, ecological, economic, or philosophical perspective, nuclear energy will continue to be a very big piece of the energy puzzle for the next several decades, at the very least. While the bulk of this will come from fission, there is considerable effort being made to develop fusion energy as well. Given the importance of fission and fusion, it is strange that R&D on atomic nuclei—the part of the atom that produces nuclear energy—is being put on the back burner by the DOE.

“The main sources of energy in the universe, and on earth, are fusion and fission,” commented Witek Nazarewicz, Scientific Director for Holifield Radioactive Ion Beam Facility at Oak Ridge National Lab. “If we say that we are not interested in how fusion and fission work, we are giving up an important, strategic area of knowledge for human civilization.”

As it stands, President Bush’s proposed 14% budget increase for the DOE’s Office of Science reportedly does not provide enough funding for continuation of the program in 2007, and it is possible that Congress’s final budget will be lower. Hence it is hoped that, at best, R&D on RIA will continue with $5 to $6M budgeted per year until a preliminary engineering design could be prepared, hopefully by 2011.

Politicians and Physicists Miffed

Despite RIA’s troubled past (see Superconductor Week, issue 1904), many in the physics community expressed surprise at the announcement. One official working closely with the DOE on the project commented: “We got very mixed signals from the DOE. One day we were being told that we needed to finish our proposal quickly to get RIA in the FY07 budget, and the next day Bodman announced pushing the project back.”

Even insiders such as U.S. Senator Dick Durbin (D-IL) seem to have been taken off guard. Only days before Bodman announced the decision to slow development of RIA, Durbin had met with Bodman and issued a statement that the DOE was in the process of finalizing the decision for the placement of RIA—Argonne National Lab and Michigan State University have been competing to host the experiment.

Durbin has often stressed the importance of funding RIA, and he expressed “serious concern” in early February that the Bush administration had yet to provide funds to move forward with the RIA site selection process. Indeed, many in Congress are increasingly disappointed with the Bush administration’s mixed support of basic research in the FY2007 budget (see Superconductor Week, issue 2003). The Ranking Democrat of the House Science Committee, Bart Gordon (D-TN), remarked: “The good news in this budget request is the proposed increase in Federal R&D. The bad news is that that increase is less than the projected rate of inflation.

“Once again, we are investing less than the rate of inflation at a time when many of our international competitors are increasing their investment in science and technology research faster than ever before. Even more alarming is the fact that the Administration’s Science and Technology investment is actually decreasing.” The Federal Science and Technology budget is a good method to evaluate research funding because it represents the amount of funding directed towards the creation of new knowledge and technologies as opposed to development activities.

Basic Research Key to Energy Independence

The U.S. has both the greatest energy needs and the greatest budget to spend on R&D—a fact which prompted an official close to the RIA project to comment: “It is absolutely ironic that everybody in the world can see benefits to building this kind of physics—which has considerable potential benefits to society—and the U.S. cannot.”

President Bush has stated that the U.S. must pursue technology development as a central pillar of our national energy strategy. Yet it would seem the federal government is unwilling to pursue key research initiatives needed for U.S. leadership in the basic research at the heart of energy technology. Indeed, in some areas, U.S. leadership is already diminishing, or has been lost outright.

It is indeed ironic that the major reason given by the President for pursuing energy-related technology was based on the strategic need to loosen our dependence on other nations for energy, yet the future may hold another form of energy dependence in store for us—only this time it will be on foreign technology, foreign intellectual property, and foreign researchers, rather than foreign oil.

Mark Bitterman, Executive Editor, Superconductor Weekhttp://www.superconductorweek.com/

Newly Formed Relationship Between RenewableEnergyStocks.com and Cleantechblog.com

I am pleased to announce a newly formed relationship between RenewableEnergyStocks.com (RES), and Cleantechblog.com that will see a merger of quality blog content covering the renewable energy industry. This partnership will incorporate blog postings from the Clean Energy News Blog written by our own weekly renewable energy columnist Catherine Lacoursiere, the RES blog covering market opportunities prepared by yours truly, and the group of highly talented bloggers and industry professionals that comprise the Cleantechblog. This syndication will be available on RenewableEnergyStocks.com.

In other news: Neal Dikeman, founder of the Cleantechblog, will be presenting at our upcoming online energy conference being held April 26th, 2006 on InvestorIdeas.com. For additional information on the conference please visit: Working towards a diversified energy portfolio

About RenewableEnergyStocks.com: RenewableEnergyStocks.com (RES) is an investor and industry news portal for the renewable energy sector. The RES website does not make recommendations, but offers a unique free information portal to research news, exclusive articles and columns, online audio interviews, renewable energy blogs, investor conferences and a growing list of participating public companies in the sector.