Author: Anela Dokso

The levelized cost of electricity (LCOE) for renewables like solar and wind becomes cheaper than continuing operations of existing coal plants. This paradigm shift indicates that even in markets with high solar and wind costs, like Japan, renewables have reached a point where they can outperform traditional coal-based power systems in terms of cost-efficiency. Ammonia, produced from various hydrogen sources such as green, blue, or gray hydrogen, adds significantly to electricity costs when used alongside coal. This economic burden prompts the argument that if renewable energy infrastructure (specifically solar) can be built for less than it costs to operate a…

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Graphite’s pivotal role in the battery market is steadily garnering attention due to its intrinsic chemical properties and market dynamics. As battery demand globally nears 1.1 to 1.2 terawatt-hours by 2024, the implications for the graphite market are profound, especially within the burgeoning electric vehicle (EV) sector. In China alone, the EV market conquered a 40% year-over-year sales increase, albeit driven largely by plug-in hybrid vehicles rather than their pure battery electric counterparts. Outside China, particularly in Europe, the cessation of subsidies in countries like Germany dampened battery electric vehicle sales. Meanwhile, the energy storage segment experienced robust growth supported…

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