 Renewable Energy
In the absence of PPAs, solar developers are leaning on munis and coops to place solar on landfills. Develop-sell model. Energy Storage Lithium-ion battery prices have fallen 80% since 2010. US installed energy storage capacity 2018 2.3 GW, 2030 73.5 GW Oil and Gas France will be able to cover 1/3rdof its gas requirements with biomethane by 2030. Latest News Siemens Gamesa hot rocks heated by conventional sources to hold heat up to 24 hours. LCOE 12c/kWh. In-earth concrete bed, round shape. Beats battery storage limit of 4 hours. EnPot Shell Heat Exchanger Credit metrics for gas-fired power: (1) Revenue Risk - Maintain atleast 1.30x DSCR before downgrade. Ideally min 1.50x or higher. (2) Regulatory Risk - Potential downgrade for CA regulation on emissions.
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