Max im Grünen @GoGreenWithM

Yes but also why companies order the long lead time items early and in parallel with filing interconnection queues, procuring land, etc. Capacity is coming online here and elsewhere. Lead times and prices while still high have come off peak since post covid disruptions. Baseline for any new site is 3-7+ years but why so many projects are already at some point of development.

zerohedge @zerohedge

10 hours ago

Want to build a data center? Then you have to wait 2.5 years for the power transformers alone (and 3 years for the step ups)

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Germany currently has about 26 gigawatt hours of battery storage. Most of it sits in home batteries with only 4.3 gigawatt hours actually serving the grid. Building that storage already cost more than 10 billion euros and at national demand levels it only covers roughly 30 minutes of summer electricity usage. The winter months bring what's known as "Dunkeflaute" - cold dark windless periods and higher energy usage. To survive a 10-day winter lull (the minimum realistic requirement), Germany would need about 12,000 gigawatt hours of batteries, 470 times today's storage. Such a system would weigh roughly 60 million tons and would be made from vast quantities of lithium, nickel, graphite, copper, aluminum and steel, all requiring intensive mining. At current battery prices, the system would cost trillions of euros. And batteries last only 10 to 15 years, meaning the entire system would need constant replacement. The conclusion is unavoidable... Wind and solar require reliable backup power, renewables need oil, coal, gas and nuclear.

Brent oil now down 5% today to $86/bbl

Javier Blas @JavierBlas

3 days ago

Brent crude oil is down to ~$88 a barrel, its lowest in nearly 3 months. As flat price decline, backwardation is tumbling, with the 2nd to 3rd month Brent time spread (⤵️📉) down to its lowest since Mar 2.

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EUROPE’s gas storage sites have increased their fill rate by almost 16 percentage points since the winter heating season ended on March 31. Refilling has been slighter slower than usual with an average increase nearer 19 points over the previous ten years. Despite low inventories when last winter ended, utilities and other merchants have delayed refilling as much as possible in the expectation LNG tanker flows through the Strait of Hormuz will resume and prices retreat later in the year:

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First eight-hour #battery, and the first to feature asymmetric registrations, is formally opened.. reneweconomy.com.au/the-only-one-i…

Kombination aus Solar- und Windpark im Mansfelder Land nutzt vorhandene Infrastruktur: Die Ergänzung eines Windparks um einen großen Solarpark ist eine Möglichkeit des Ausbaus der Erneuerbaren ohne weitere Netzbelastung. Sachsen-Anhalts Energieminister… dlvr.it/TSzzHs

Nearly HALF of the world’s gas-generating economies have already passed peak gas power generation. By 2025, 61 out of 124 economies had remained below their historical gas generation peak for at least five years. ember-energy.org/latest-insight…

Good morning with good news: Solar prices in Saudi Arabia ranged from $11/MWh to $15.1/MWh at four solar sites totaling 3 GWs in its 6th renewable energy tender. 1.1-1.5cents/kWh power! Wow! 43.2 GW of RE has been awarded, with 12.3 GW operating. constructionreviewonline.com/winners-of-con…

Clean power OVERTOOK fossil generation in G7 countries last year. Renewables alone generated almost as much electricity as gas, pushing total clean power sources past fossil in 2025. ember-energy.org/latest-insight…

Solar and battery storage accounted for 91% of all new US electricity-generating capacity in Q1 2026. Despite trade headwinds and policy uncertainty, the industry keeps building. Our Q2 US Solar Market Insight is out now: okt.to/jFDC0f

Seatrium will install the Liebherr Maritime Cranes on TenneT's IJmuiden Ver Beta, IJmuiden Ver Gamma and Nederwiek Beta offshore converter platforms in the Netherlands. buff.ly/wHHPCiq

Energy: LNG demand in Asia recovers from Iran shock as China buys 🇨🇳 mining.com/web/column-lng…

Chinese scientists improve kesterite solar cell efficiency with potassium fluoride: A Chinese research team improved kesterite solar cell efficiency using potassium fluoride treatment to optimise absorber quality… dlvr.it/TSyWS3 #BatteryStorage #Australia #PVProjects

“There has been a market narrative that the energy transition has slowed and is even heading into reverse in some places. From what we can see of the data, the energy transition is alive and well,” says LGIM with $1.5 trillion in assets under management bloomberg.com/news/articles/…

#Fraunhofer streicht 1.200 Stellen. Offizielle Begründung: rückläufige Drittmittel, schwache Konjunktur, knappe öffentliche Mittel. Stimmt alles — und erklärt trotzdem nichts. ➡️ Fraunhofer ist kein akademisches Forschungsinstitut!! Es ist ein Demand-Pull-Instrument: Es skaliert mit industrieller Nachfrage. Wenn Automotive, Chemie und Maschinenbau Transformationsinvestitionen tätigen — Batteriezellen, Leistungselektronik, Power-to-X — fließen die Drittmittel. Die Institute bleiben ausgelastet. Das strukturelle Defizit existiert nicht. ➡️ Genau das ist in Deutschland nicht passiert!! Nicht weil Fraunhofer zu wenig angeboten hätte. Sondern weil die Industrie die Transformation strategisch verschleppt hat — und der Staat die Sonderförderung der Hochphasen nie in dauerhafte Strukturen überführt hat. Das Defizit bei Fraunhofer ist das Symptom. Die Ursache liegt tiefer. ➡️ Was jetzt sichtbar wird, ist eine dreifache Entkopplung: Fraunhofer ohne Industrienachfrage. Industrie ohne Investitionsentscheidung. Staatliche Förderung ohne Verstetigung. Alle drei hätten sich gegenseitig stabilisiert — wenn auch nur 𝗲𝗶𝗻𝗲 Ebene funktioniert hätte. Stattdessen verstärken sie sich wechselseitig nach unten. ➡️ In Südkorea und China funktioniert genau dieses Dreieck — zwischen Unternehmen, angewandter Forschung und staatlicher Kontinuität. Nicht weil dort mehr Geld vorhanden wäre. Sondern weil strategische Entscheidungen getroffen und durchgehalten wurden. Roland Berger ist jetzt beauftragt, die Fraunhofer-Zentrale zu restrukturieren. Was Roland Berger typischerweise empfiehlt: Zentralisierung, Portfoliobereinigung, Institutsschließungen. Die 75-Institut-Struktur steht zur Disposition — still, ohne öffentliche Debatte. Die Rechnung für koordiniertes Nichthandeln kommt immer. Sie kommt nur später, größer — und von einer Stelle, die man nicht mehr selbst bestimmt. #Transformation #Energiewende #EMobilität taz.de/Kuerzungen-bei…

World's first ±500 kV / 2,000 MW flexible DC (VSC-HVDC) offshore converter station 海风之心. AC transmission too inefficient beyond 80km offshore, so HVDC is only viable solution. This 2GW converter aggregates & transmit power from 2 Qinzhou offshore wind farms. 25000t topsite w/ strong steel fabrication, transformer & power semi.

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@energy_charts_d Die Menge an dekarbonisiertem Strom im Frühling 2026 befindet sich auf dem Niveau von 2015.

Der Anteil der erneuerbaren Energien an der Last lag im meteorologischen Frühling 2026 bei 62,1 Prozent. Die Last ist die Summe aus dem Stromverbrauch aus dem Netz und den Netzverlusten. energy-charts.info/charts/renewab…

Für die Freunde von Kosten/Nutzen-Analysen: hier sehen Sie einen Teil der Kosten der Energiewende, nicht des Nutzens.

EU_Eurostat @EU_Eurostat

2 weeks ago

Between 2014 and 2023, EU employment in energy from renewables grew the most, from 0.4 million full-time equivalents to 0.8 million (+79%).🌿📈 Read more 👉link.europa.eu/pvKRw3 #EUGreenWeek2026

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There was some concern that export figures in March 2026 may have been higher because of expiring tax rebates. But April figures out now and the world continues to want Chinese solar panels, batteries, and electric cars in record amounts. bloomberg.com/graphics/2026-… 🎁🔗