Webber R|A Renewables Weekly

Webber Research: Renewable Energy

Highlights:

• Orsted JV To Develop Clean Hydrogen In Copenhagen (page 1)
• US Extends Safe Harbor Deadlines (page 1)
• Next Generation EU (page 2)
• Saudi’s Alfanar Rumored To Be Senvion India Buyer (page 2)
• ENPH Collaboration With University of Washington (page 2)
• RUN Introduces Brightbox In Nevada & Colorado (page 2)
• ENS Board Changes & Dividend Declaration (page 2)
• SGRE SG 14-222 DD Backlog Updates (page 2)
• Vestas Expands 2020 Vietnam Intake To Over 300MW (page 3)
• Aerodyn To Develop 111-Meter TC1B Rotor Blade (page 3)
• US Net Electricity Generation (pages 3-4)
• Solar PV Pricing (page 4)
• LCOE Benchmarks & Timeseries (page 5)
• Global Wind Turbine Market Share (page 6)
• Solar PV Inverter Market Share (page 6)
• US Wind & Solar Projects Announced Or In Early Development (page 7)

Orsted JV To Develop Large-Scale Clean Hydrogen In Copenhagen: On 5/26 Orsted announced it entered into a JV with Copenhagen Airports, Maersk (marine), DSV Panalpina (logistics), DFDS (ferry), and SAS (aviation) to develop a hydrogen and e-fuel production facility. The project will be developed in three phases with the ultimate goal of providing renewable fuel sources for multiple transportation methods in the Greater Copenhagen Area. Phase 1 includes a 10MW electrolyser to generate renewable hydrogen fuel for buses and trucks – potentially operational as early as 2023. Phase 2 considers a 250MW electrolyser which would have the capacity to produce renewable methanol for maritime transport and renewable jet fuel for aviation – potentially operational by 2027 when the first offshore wind power is available from Ronne Banke off the island of Bornholm. Phase 3 would upgrade the electrolyser capacity to 1.3GW with the potential to displace 30% of fossil fuels used at Copenhagen Airports by 2030. Orsted said the project could reach FID as early as 2021 after receiving required regulatory approvals as well as a full feasibility study.

US Extends Safe Harbor Deadlines: continued…

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