Hybrid storage market is set to “take off”in 2018. US will leadthe trend.
Solar + Storage cheaper than thermal power.
Energy storage funding for innovation of long duration flow batteries and electrolysis of salt water
Energy storage market size for US Data Centers is about $1.3 BN.
US energy prices at a 5-year high. Energy M&A FERC review threshold increased to $10 MM. Replacing 16% of natural gas supply with RNG can achieve GHG reductions equivalent to converting 100% of buildings to electric-only energy by 2030. Investor interest in social impact investing. Capital-as-a-Service for early stage investing. 40 MM EV charging points will be installed by 2030. EIA, BP, and OPEC have revised their future projections for EV sales upward by 5.5x, 2.9x, and 5.5x respectively. Electrolyzer manufacture for hydrogen production. Shell 10MW electrolyser in the EU, JV with Sumitomo targeting Asia and Australia. China 100 hydrogen refueling stations and 5,000 fuel cell vehicles by 2020 rising tenfold by 2025. Toyota plans to raise its fuel cell stack production from 3,000 to 30,000/year.