🌩 Renewable Daily Update_21.09.30

▶ %Change
# ETF
그린e(ICLN) -1.05%
PV(TAN) -1.68%
Wind(FAN) -0.85%
H2(HDRO) -1.98%
EV(BATT) -0.88%
Carbon(KRBN) +0.19%
Oil(XOP) -0.33%

WTI 74.62 -0.11%
Brent 77.94 0.00%
Natural Gas 5.392 -1.19%

# 태양광
신성E&G +6.11%
Wacker +5.76%
Trina Solar +3.04%

STEM -3.40%
Sunnova -3.60%
SolarEdge -4.02%

# 풍력
Vestas +3.22%
Siemens Gamesa +1.27%
CS베어링 +0.85%

Broadwind -4.28%
삼강M&T -5.07%
Titan Wind -6.62%

# 수소
Yara +1.79%
NextEra +1.40%
Aker Carbon +1.03%

ITM Power -4.82%
Plug Power -6.11%
FuelCell Energy -8.62%

▶ News
NextEra Seeks Approval to Run Another Nuclear Plant for 80 Years

China's emissions on track to peak by mid-2020s: IEA

Vestas to Close Offshore Wind Factories in Denmark and Spain

Linde joins H2Accelerate collaboration as 7th member to accelerate the deployment of green hydrogen for trucking

Orsted scopes gargantuan 27MW wind turbines into Swedish offshore project

“한국, 2030년 온실가스 2018년 대비 50% 이상 줄여야”

중국, 전력난 대응 산업용 전기료 인상 추진

(텔레: https://news.1rj.ru/str/renew_e)

🌩 Renewable Daily Update_21.10.06

▶ %Change
# ETF
그린e(ICLN) +0.19%
PV(TAN) +0.53%
Wind(FAN) +0.34%
H2(HDRO) -1.02%
EV(BATT) +1.43%
Carbon(KRBN) +1.13%
Oil(XOP) +0.60%

WTI 79.17 +0.10%
Brent 82.59 -0.15%
Natural Gas 6.358 +0.47%

# 태양광
Trina Solar +6.74%
Daqo +4.58%
GreenSky +3.17%

Maxeon -3.97%
신성E&G -4.42%
STEM -4.45%

# 풍력
Goldwind +3.97%
Prysmian +2.35%
TPIC +1.87%

SK D&D -5.06%
유니슨 -5.85%
CS베어링 -6.00%

# 수소
Bloom Energy +8.99%
Siemens +1.78%
Linde +1.08%

Aker Carbon -7.24%
Heagon Purus -8.96%
AFC Energy -9.55%

▶ News
Stem, Inc. Highlights Significant Milestones and New Applications for Athena® Software in Wholesale Energy Markets

SunPower restructures as it agrees to buy a business, looks to sell another

Bloom Energy stock bounces off 11-month low after Raymond James gets even more bullish

World Bank provides guidance for emerging offshore markets

UK Government Prepares to Launch Its Largest Offshore Wind Energy Auction

Storage market to 'add 30GW a year by 2030'

Shell signs partnerships for 800 MW of solar developments in UK

(텔레: https://news.1rj.ru/str/renew_e)

🌩 Renewable Daily Update_21.10.07

▶ %Change
# ETF
그린e(ICLN) +0.24%
PV(TAN) -0.03%
Wind(FAN) -0.20%
H2(HDRO) -1.65%
EV(BATT) -1.12%
Carbon(KRBN) -5.68%
Oil(XOP) -2.23%

WTI 77.16 -0.35%
Brent 80.85 +0.09%
Natural Gas 5.775 +1.09%

# 태양광
Trina Solar +6.74%
Sunpower +5.11%
Enphase +4.19%

Daqo -1.50%
현에솔 -3.00%
Wacker -4.07%

# 풍력
Vestas +1.39%
Orsted +0.42%
Goldwind 0.00%

SK D&D -3.50%
Broadwind -6.69%
두산중 -6.92%

# 수소
NextEra +2.14%
Bloom Energy +1.47%
Plug Power +0.94%

Ceres Power -3.91%
Heagon Purus -7.41%
Aker Carbon -11.12%

▶ News
KraneShares Launches New Carbon Allowance ETFs

“SK E&S, 플러그파워와 손잡고 아시아 수소시장 본격 진출한다”

PureCycle to bring plastic processing plant and jobs to Orlando

The Hydrogen Stream: A new engine from China and IEA predictions for this decade

Hexagon Purus receives order from North American customer for fuel-cell electric yard trucks

GM, GE Renewable Energy partner to develop supply chain of rare earth and other materials to support EV and renewable energy growth

Large-scale solar can cool nearby areas

UK households warned of further 30% rise in energy bills next year

(텔레: https://news.1rj.ru/str/renew_e)

中산시성 폭우·산사태로 탄광 멈춰…전력난 가중 우려
출처 : 연합뉴스TV | 네이버
- http://naver.me/FiL96mgc

🌩 Renewable Daily Update_21.10.12

▶ %Change
# ETF
그린e(ICLN) +0.37%
PV(TAN) +3.64%
Wind(FAN) -1.14%
H2(HDRO) +2.46%
EV(BATT) +0.70%
Carbon(KRBN) +1.89%
Oil(XOP) -0.34%

WTI 80.36 -0.20%
Brent 83.67 +0.06%
Natural Gas 5.391 -0.13%

# 태양광
Daqo +9.66%
Sunpower +9.10%
Maxeon +8.16%

GreenSky -1.65%
Trina Solar -2.80%
Sungrow -7.45%

# 풍력
Inox Wind +14.58%
TPIC +7.28%
Nordex +2.13%

GE -0.61%
Goldwind -0.66%
Orsted -2.09%

# 수소
Heagon Purus +14.63%
Mcphy Energy +7.07%
FuelCell Energy +5.01%

Nikola -1.22%
Orsted -2.09%
NextEra -2.97%

▶ News
EU, 에너지가격 급등에도 '탄소중립 대륙' 꿈 포기없다

Sunrun Upsizes Non-Recourse Warehouse Lending Facility to $1.8 Billion at Improved Terms

UK battery storage trust eyes GBP 230m from London IPO

Reliance Industries’ new energy arm to acquire 40% stake in Sterling and Wilson Solar

Reliance Industries acquires 100% stake in REC Group, plans new manufacturing bases

SEIA Warns That Proposed 50-250% Duties on Module Imports from Southeast Asia Will Reduce PV Installations in the US by 18GW

(텔레: https://news.1rj.ru/str/renew_e)

🌩 Renewable Daily Update_21.10.13

- 어제 올린 ESS IR자료 보고 발빠르게 대응하신 분들은 축하드립니다 +128%!!! 플로우 배터리가 옛날에 개발되다 경제성 부족해서 사용하지 않는 방식이라 들었는데 ESS쪽에서 쓰기에 적합해 보이네요

- 최근 그린에너지 테마 반등은 전력난에 대한 해결책을 그린에너지로 보고있기 때문입니다. 화석연료 사용이 야기한 이상기후로 전력난이 생긴거니 재생에너지를 더 깔자라는 컨센이 잡힌 겁니다

- 여러모로 에너지 저장장치에 대한 뉴스가 많습니다. 저도 내년의 화두는 에너지 저장이 될것으로 보고있습니다. 단순하게 생각해서. 전력가격 상승=전기차 충전비 부담으로 연계됩니다. 세계 모든 국가들이 전기차 보급에 힘쓰는데 전기차 충전비가 비싸서 국민들이 반발한다? 그럼 안되죠. 전기 보조금을 무한정으로 줄 수는 없을거고 각 가구, 건물에 태양광+ESS 설비 설치 의무화로 대응하지 않을까 생각합니다. Sunrun, Enphase energy, Stem, ESS, 수소기업들 모두 2022년을 기대해도 좋을거같습니다

- 한국시간으로 금요일에 Plug Power의 연래행사인 플러그 심포지엄이 개최됩니다. 관심 있으신 분들은 홈페이지 들어가서 영상 보시기 바랍니다

▶ %Change
# ETF
그린e(ICLN) +3.78%
PV(TAN) +5.50%
Wind(FAN) +2.82%
H2(HDRO) +5.00%
EV(BATT) +1.04%
Carbon(KRBN) +0.63%
Oil(XOP) -0.31%

WTI 80.42 -0.17%
Brent 83.32 +0.06%
Natural Gas 5.449 -0.22%

# 태양광
Sunrun +8.50%
SolarEdge +7.80%
Daqo +6.92%

Mosaic -1.12%
신성E&G -3.71%
Zhonghuan Semi -3.77%

# 풍력
Inox Wind +8.93%
Broadwind +6.20%
Vestas +5.22%

두산중 -0.79%
GE -1.31%
Goldwind -1.98%

# 수소
Mcphy Energy +16.29%
ITM Power +10.18%
Ballard Power +8.58%

Yara -1.11%
두산퓨얼셀 -1.85%
Heagon Purus -3.70%

▶ News
Bill Gates-backed ESS — which makes giant batteries out of iron, salt and water — starts trading

EV battery maker CATL plans $5-billion China recycling facility

Macron says France to have mini nuclear reactor, green hydrogen plants by 2030

Tesla is deploying the first Megacharger to charge its Tesla Semi electric truck

China PV Industry Brief: 100 GW of solar for desert areas, new polysilicon production

Solar deployed on rooftops could match annual U.S. electricity generation

Siemens Gamesa ships 14MW prototype nacelle

LM Wind Power Launches Second 107-Metre Turbine Blade Mold

(텔레: https://news.1rj.ru/str/renew_e)