πŸ”‹Energy Transition
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κ·Έλ¦°μ—λ„ˆμ§€ 곡뢀 λ…ΈνŠΈ

ν•΄λ‹Ή μ±„λ„μ˜ κ²Œμ‹œλ¬Όμ€ λ‹¨μˆœ 의견 및 κΈ°λ‘μš©λ„μ΄κ³  맀수/맀도 λ“± 투자ꢌ유λ₯Ό μ˜λ―Έν•˜μ§€ μ•ŠμŠ΅λ‹ˆλ‹€. ν•΄λ‹Ή κ²Œμ‹œλ¬Όμ˜ λ‚΄μš©μ€ λΆ€μ •ν™•ν•  수 있으며 맀맀에 λ”°λ₯Έ 손싀은 거래 λ‹Ήμ‚¬μžμ˜ μ±…μž„μž…λ‹ˆλ‹€. ν•΄λ‹Ή κ²Œμ‹œλ¬Όμ˜ λ‚΄μš©μ€ μ–΄λ–€ κ²½μš°μ—λ„ 법적 근거둜 μ‚¬μš©λ  수 μ—†μŠ΅λ‹ˆλ‹€.
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πŸ”‹Energy Transition
2.29K subscribers
πŸ”‹Energy Transition
https://electrek.co/2022/08/18/teslas-virtual-power-plant-first-event-helping-grid-future/?fbclid=IwAR16lsOIj25pLOP9MBxy39MS8b9B4QUn8udDw30yGIwayUBSBmM3Az95Kkk
Electrek
Tesla’s virtual power plant had its first event helping the grid – looks like the future
Tesla’s virtual power plant in California had its first emergency response event helping the grid by pooling power from Powerwall owners around the state. The event appears to have been a success as the distributed power plant looks like the future. A virtual…
269 views
πŸ”‹Energy Transition
251 views
πŸ”‹Energy Transition
https://youtu.be/YobcVqMmo40
YouTube
Tesla Solar Panels & Powerwalls: Virtual Power Plant
Hey everybody! Tesla's Virtual Power Plant is live! Here's a video going over everything you need to know about the program: the basics, how much you'll get paid, how it'll affect your Powerwalls, and my thoughts and suggestions on the program. Let me…
308 views
πŸ”‹Energy Transition
λ“œλ””μ–΄ VPPλ₯Ό μΌμƒμƒν™œμ—μ„œ λ³Ό 수 있게 λλ„€μš”! 배터리 μ „λ ₯을 Teslaκ°€ μ•Œμ•„μ„œ νŒ”μ•„μ£ΌλŠ” μ„œλΉ„μŠ€. μ‹œμž₯ 규λͺ¨λŠ” 500~1500쑰원 κ°€λŸ‰ 될 μ „λ§μž…λ‹ˆλ‹€. κ΄€λ ¨ λ‚΄μš©μ€ μ•„λž˜ μ°Έκ³ ν•΄ λ³΄μ„Έμš”

γ€Žκ·Έλ¦°μ—λ„ˆμ§€ – VPP, λ‹Ήμ‹ μ˜ μ „λ ₯을 νŒ”μ•„λ“œλ¦½λ‹ˆλ‹€γ€ 
μ‹ κΈˆνˆ¬ κΈ€λ‘œλ²Œμ£Όμ‹νŒ€ ν•¨ν˜•λ„

Contents
β… . μž¬μƒμ—λ„ˆμ§€μ˜ 치λͺ…적 단점
β…‘. ESS둜 μ „λ ₯μ‹œμž₯ μ•ˆμ •ν™”μ™€ μ „λ ₯ 판맀
β…’. μ „κΈ°μ°¨λŠ” μ›€μ§μ΄λŠ” ESS
β…£. VPP 500쑰원 μ‹œμž₯? λˆ„κ°€ μž˜ν• κΉŒ

Top-picks: μΈνŽ˜μ΄μ¦ˆμ—λ„ˆμ§€(ENPH.US), ν…ŒμŠ¬λΌ(TSLA.US), μŠ€ν…œ(STEM.US)
κ΅­λ‚΄κΈ°μ—…: ν•œν™”μ†”λ£¨μ…˜(009830.KS) λΉ„λ‚˜ν…(126340.KQ)

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=301916
μœ„ λ‚΄μš©μ€ 2022λ…„ 3μ›” 24일 13μ‹œ 24λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€
380 views
πŸ”‹Energy Transition
Forwarded from μ‹ ν•œ λ¦¬μ„œμΉ˜
γ€ŽμΊλ„€λ””μ–Έμ†”λΌ(CSIQ.US) – 3λΆ„κΈ° λͺ¨λ“ˆ νŒκ°€ 인상 ν™•μ • 』
κΈ€λ‘œλ²Œμ£Όμ‹νŒ€ ν•¨ν˜•λ„ ☎️ 02-3772-4452

- 2Q22 Re. νŒκ°€ 인상, νŒλ§€λŸ‰ μ¦κ°€λ‘œ 이읡 컨센 μƒνšŒ
- μ—°κ°„ κ°€μ΄λ˜μŠ€ 상ν–₯, 3λΆ„κΈ° ASP 인상 ν™•μ‹€μ‹œ
- 2023λ…„ EPS μ¦κ°€μœ¨ +83.7% vs. PER 10.2λ°°

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=307105
μœ„ λ‚΄μš©μ€ 2022λ…„ 8μ›” 22일 7μ‹œ 41λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€.
283 views
πŸ”‹Energy Transition
유럽 PPA 가격 +185% YoY

쀑ꡭ 쓰촨 폴리 캐파 비쀑 μ•½ 15%
JinkoSolar 웨이퍼 캐파 5GW 가동 쀑단
(쓰촨성 ν”Όν•΄λŠ” μ’€ 더 확인 ν•„μš”)

νƒœμ–‘κ΄‘ 원가뢀담 λ³΄λ‹€λŠ” ASP 인상에 λ”°λ₯Έ λ§ˆμ§„μœ¨ κ°œμ„  κ°€λŠ₯μ„± λ†’μŒ

8μ›” 26일 JinkoSolar(JKS.US) μ‹€μ λ°œν‘œ μ£Όλͺ©
310 views
πŸ”‹Energy Transition
https://seekingalpha.com/news/3876082-linde-opens-worlds-first-hydrogen-refueling-system?mailingid=28827351&messageid=2900&serial=28827351.1298&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=28827351.1298
Seeking Alpha
Linde opens world's first hydrogen refueling system
Linde (LIN) has opened the world's first hydrogen refueling system for passenger trains, the chemicals company announced on Wednesday.The refueling system is located in BremervΓΆrde,...
275 views
πŸ”‹Energy Transition
Biden's Inflation Reduction Act Seen Cutting Up To $1.9 Trillion In Climate-Related Economic Damage, Latest Analysis Finds
https://news-static.webullfintech.com/us/news-html/20220823/459561085185978368.html?theme=1&color=1&hl=en&android_sdk_int=32&canary-version=&_v=1&sp=1&statusBarHeightV2=24&isSubsNews=false
Webullfintech
Biden's Inflation Reduction Act Seen Cutting Up To $1.9 Trillion In Climate-Related Economic Damage, Latest Analysis Finds
The White House Office of Management and Budget (OMB) on Tuesday released its first published analysis of avoided climate-related social costs resulting from a piece of legislation.
324 views
πŸ”‹Energy Transition
Amazon Inks Green Hydrogen Deal with Plug Power
https://www.webullapp.com/news-detail/460232511374770176?__app_cfg__=%7B%22supportTheme%22%3Atrue%7D&sourcePage=StockNews&tickerId=913254222&disSymbol=PLUG&theme=1&color=1&hl=en&android_sdk_int=32&canary-version=&_v=1&sp=1&statusBarHeightV2=33&isSubsNews=false
Webull
A community for investors and traders of all levels - Webull
Join millions of other traders in the Webull for discussions about the market and for a view into their investment decisions.
296 views
πŸ”‹Energy Transition
JinkoSolar Q2 Revenue More Than Doubles On Solar Module Momentum
https://www.webullapp.com/news-detail/7196586862920704?__app_cfg__=%7B%22supportTheme%22%3Atrue%7D&sourcePage=StockNews&tickerId=913324673&disSymbol=JKS&theme=1&color=1&hl=en&android_sdk_int=32&canary-version=&_v=1&sp=1&statusBarHeightV2=33&isSubsNews=false
Webull
A community for investors and traders of all levels - Webull
Join millions of other traders in the Webull for discussions about the market and for a view into their investment decisions.
348 views
πŸ”‹Energy Transition
https://m.yna.co.kr/view/AKR20220829061000009?input=1195m
μ—°ν•©λ‰΄μŠ€
μ „λ ₯λ‚œ 쀑ꡭ 쓰촨성 μ‚°μ—…μ‹œμ„€ μ „λ ₯μ‚¬μš© 재개 | μ—°ν•©λ‰΄μŠ€
(μ„œμšΈ=μ—°ν•©λ‰΄μŠ€) 인ꡐ쀀 기자 = 쀑ꡭ 쓰촨성 μ „λ ₯λ‚œμ΄ ν•΄μ†ŒλΌ λŒ€λΆ€λΆ„ μ‚°μ—…μ‹œμ„€μ΄ 정상 가동에 λ“€μ–΄κ°”λ‹€κ³  블룸버그 톡신이 28일(ν˜„μ§€μ‹œκ°„) λ³΄λ„ν–ˆ...
267 views
πŸ”‹Energy Transition
IRA μ •μ±… λ°œν‘œλ‘œ λ―Έκ΅­ 기업듀도 νˆ¬μžλ°œν‘œ μ‹œμž‘

λ―Έκ΅­λ‚΄ μœ μΌν•œ νƒœμ–‘κ΄‘ λͺ¨λ“ˆ 상μž₯사인 First Solar 10μ–΅λ‹¬λŸ¬ νˆ¬μžν•΄ λͺ¨λ“ˆ 3.5GW 증섀 λ°œν‘œ

퍼솔 λ―Έκ΅­ λͺ¨λ“ˆ 캐파
Ohio 1, 2곡μž₯ ν•©μ‚° 2.8GW
Ohio 3곡μž₯ 3.3GW(건섀 쀑. 23λ…„ 1.8GW, 25λ…„ 3.3GW)
Ohio 4곡μž₯(μ‹ κ·œ) 25λ…„ 3.5GW

ν˜„μž¬ μˆ˜μ£Όμž”κ³  44GW둜 2024λ…„κΉŒμ§€ 풀뢁킹, 2025~2026λ…„ λ¬ΌλŸ‰ λ°›λŠ” 쀑

인도에 3.3GW 곡μž₯ 건섀 쀑인데 인도 νƒœμ–‘κ΄‘ νŒŒμ΄ν”„λΌμΈλ§Œ 26GW. 거의 계약 ν™•μ •λœκ±° λ§Žμ€λ° 곡μž₯ 건섀 λ λ•ŒκΉŒμ§€ μˆ˜μ£Όμž”κ³ μ— λ°˜μ˜ν•˜μ§€ μ•ŠλŠ” 쀑

μˆ˜μ£Όμž”κ³ ν•˜κ³  νŒŒμ΄ν”„λΌμΈ κ³ λ €ν•˜λ©΄ λ‹Ήμ—°νžˆ λ―Έκ΅­ 증섀 ν•  νšŒμ‚¬μ˜€μŒ. IRA 수혜주인건 ν™•μ‹€ν•œλ° μ£Όκ°€κ°€ λ„ˆλ¬΄ μ‚΄λ²Œν•˜κ²Œ μ˜¬λΌλ²„λ Έμ£ ..

νƒœμ–‘κ΄‘ κΈ°μ—… 쀑 아직 미ꡭ투자 λ°œν‘œ μ•ˆν–ˆλŠ”λ° ν• κ²ƒμœΌλ‘œ κΈ°λŒ€λ˜λŠ” νšŒμ‚¬λŠ” Enphase Energy, Maxeon Solar 정도 μžˆκ² λ„€μš”

https://www.google.com/amp/s/www.cnbc.com/amp/2022/08/30/first-solar-to-build-new-panel-factory-following-inflation-reduction-act.html
413 views
πŸ”‹Energy Transition
γ€ŽCo-intheStory: κ·Έλ¦°μ—λ„ˆμ§€ - ν™©κΈˆμ˜ μ—˜λ„λΌλ„, 뢁미 μ—λ„ˆμ§€ μ‹œμž₯』
νˆ¬μžμ „λž΅λΆ€ ν•¨ν˜•λ„/기업뢄석뢀 이병화 ☎️ 02-3772-4452/1569

Contents
β… . Investment Summary
β…‘. λ―Έκ΅­ IRA 정책이 κ°€μ Έμ˜¬ λ³€ν™”
β…’. μ—°λ§κΉŒμ§€ μ΄μ–΄μ§ˆ μ£Όκ°€ 랠리
β…£. λ°œμ „μ†Œ 만큼 μ€‘μš”ν•œ μ „λ ₯ 인프라
β…€. ESS둜 κ΅¬ν˜„λ  Smart Grid
β…₯. 큰 νŒŒλ„μ— μ˜¬λΌνƒ€λ‹€

Company Analysis
μΈνŽ˜μ΄μ¦ˆμ—λ„ˆμ§€(ENPH.US) - λ―Έκ΅­ 증섀 κΈ°λŒ€κ° 유효
μŠ€ν…œ(STEM.US) - λ―Έκ΅­ μƒμ—…μš© ESS 1μœ„ 업체
캐넀디언솔라(CSIQ.US) - ESS 운영 νŽ€λ“œ, μ•ˆμ •μ  λ°°λ‹Ήμˆ˜μ΅
ν”ŒλŸ¬κ·ΈνŒŒμ›Œ(PLUG.US) - 2023λ…„ κ·Έλ¦°μˆ˜μ†Œ 사업 본격화
콴타 μ„œλΉ„μ‹œμŠ€(PWR.US) - μž¬μƒμ—λ„ˆμ§€, μ „λ ₯ 인프라 μ†”λ£¨μ…˜ μ „λ¬Έ
자일럼(XYL.US) - 디지털 μˆ˜μžμ› κ΄€λ¦¬μ˜ μ„ λ‘μ£Όμž
LGμ—λ„ˆμ§€μ†”λ£¨μ…˜(373220.KS) - λ―Έκ΅­ ESS μ‹œμž₯의 μ΅œλŒ€ 수혜주?
ν¬μŠ€μ½”μΌ€λ―ΈμΉΌ(003670.KS) - κΉ¨μ–΄λ‚œ μ„±μž₯ μŠ€ν”Όλ¦Ώ
ν•œν™”μ†”λ£¨μ…˜(009830.KS) - ν† νƒˆ μ—λ„ˆμ§€μ†”λ£¨μ…˜ 업체
ν˜„λŒ€μΌλ ‰νŠΈλ¦­(267260.KS) - 쀑동, λ―Έμ£Ό, μ„ λ°•μ˜ μ„Έλ§ˆλ¦¬ 토끼
λΉ„λ‚˜ν…(126340.KQ) - 슀마트 κ·Έλ¦¬λ“œλ‘œ μƒ€λŠ”λ° μˆ˜μ†ŒκΉŒμ§€ μžˆλ‹€?
μ—μŠ€ν“¨μ–Όμ…€(288620.KQ) - μˆ˜μ†Œ λΆ„μ‚° 전원, 그리고 λͺ¨λΉŒλ¦¬ν‹°κΉŒμ§€
λΉ„μΈ λ‘œμ…€(082920.KQ) - XYLEMκ³Ό λ™λ°˜μ„±μž₯ λͺ¨λΈ
μ΄λžœν…(054210.KQ) - κ°€μ •μš© ESS λ°Έλ₯˜μ²΄μΈμœΌλ‘œ
μ œλ£‘μ „κΈ°(033100.KQ) - 제룑이 λ‚˜λ₯΄μƒ€

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=307465
μœ„ λ‚΄μš©μ€ 2022λ…„ 09μ›” 01일 07μ‹œ 55λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€.
470 views
πŸ”‹Energy Transition
https://www.energytrend.com/pricequotes/20220901-29821.html
Energytrend
Polysilicon Output Likely to Grow by 20% in September as Industry Chain Gradually Recovers after Sichuan Concludes Power Restrictions
Polysilicon
Polysilicon prices continued to rise marginally this week, where mono-Si compound feedings and mono-Si dense materials were respectively...
422 views
πŸ”‹Energy Transition
https://www.google.com/amp/s/electrek.co/2022/09/12/tesla-requires-powerwall-every-solar-roof-project/amp/
Electrek
Tesla now requires Powerwall for every solar roof project
Tesla has changed requirements for new solar roof projects: They now all require at least one Powerwall per project.
1.3K views
πŸ”‹Energy Transition
Forwarded from πŸ€ E&G Story : Design Your Lifeβ˜€οΈ
http://news.heraldcorp.com/view.php?ud=20220914000126
ν—€λŸ΄λ“œκ²½μ œ
EU λŸ¬μ‹œμ•„ κ°€μŠ€ μƒν•œ λŒ€μ‹  풍λ ₯Β·νƒœμ–‘κ΄‘Β·μ›μ „ μ „κΈ° νŒλ§€κ°€ λ¬ΆλŠ”λ‹€
μœ λŸ½μ—°ν•©(EU)이 헝가리 λ“± 일뢀 κ΅­κ°€μ˜ λ°˜λŒ€μ— λΆ€λ”ͺν˜€ λŸ¬μ‹œμ•„μ‚° μ²œμ—°κ°€μŠ€ μˆ˜μž…κ°€κ²© μƒν•œμ œ λ…Όμ˜λ₯Ό λ’€λ‘œ λ―Έλ€˜λ‹€. λŒ€μ‹  μΉ˜μ†Ÿμ€ 전기가격에 λŒ€μ‘ν•˜κΈ° μœ„ν•΄ 풍λ ₯, νƒœμ–‘κ΄‘, μ›μžλ ₯ λ°œμ „μ†Œμ˜ 유럽 λ‚΄ μ „κΈ° 판맀 단가λ₯Ό 묢기둜 ν–ˆλ‹€. 13일(ν˜„μ§€μ‹œκ°„) λ‘œμ΄ν„°, dpa 등에 λ”°λ₯΄λ©΄ EU ν–‰μ •λΆ€ 격인 μ§‘ν–‰μœ„μ›νšŒ(EC)λŠ” λŸ¬μ‹œμ•„ κ°€μŠ€μ— 가격 μƒν•œμ œ λ„μž…μ„ λ‹ΉλΆ„κ°„ μ œμ•ˆν•˜μ§€ μ•ŠκΈ°λ‘œ ν–ˆλ‹€. μΉ΄λ“œλ¦¬ μ‹¬μŠ¨ EU μ—λ„ˆμ§€ μ •μ±… λ‹΄λ‹Ή μ§‘ν–‰μœ„μ›μ€ 이날 μ—΄λ¦° μœ λŸ½μ˜νšŒμ—μ„œ β€œλŸ¬μ‹œ...
368 views
πŸ”‹Energy Transition
https://naver.me/5SaEQVLI
Naver
δΈ­ κ°•μ œλ…Έλ™, 또 λ§‰ν˜”λ‹€β€¦μ€‘κ΅­ 업체쑰차 ν•œκ΅­ νƒœμ–‘κ΄‘μ— '러브콜'
미ꡭ에 이어 μœ λŸ½μ—°ν•©(EU)이 κ°•μ œλ…Έλ™ κΈˆμ§€λ²•μ„ μΆ”μ§„ν•œλ‹€. 사싀상 쀑ꡭ μ‹ μž₯ μœ„κ΅¬λ₯΄μ‘± κ°•μ œλ…Έλ™μ„ 염두에 λ‘” κ²ƒμœΌλ‘œ, λ²•μ•ˆμ΄ 발효되면 EUλŠ” μ‹ μž₯μ‚° μ›μžμž¬κ°€ ν¬ν•¨λœ μƒν’ˆμ˜ μˆ˜μž…μ„ κΈˆμ§€ν•˜κ²Œ λœλ‹€. 쀑ꡭ μ‹ μž₯지역은 νƒœμ–‘κ΄‘
469 views
πŸ”‹Energy Transition
γ€ŽκΈ€λ‘œλ²Œμ΄μŠˆ; 겨울 λ‚œλ°©μ²  νƒ„μ†Œλ°°μΆœκΆŒ λ°˜λ“± κ°€λŠ₯성』
κΈ€λ‘œλ²Œμ£Όμ‹νŒ€ ν•¨ν˜•λ„ ☎ 02-3772-4452

- μ²œμ—°κ°€μŠ€ 가격 κΈ‰λ“±μœΌλ‘œ νƒ„μ†Œλ°°μΆœκΆŒ 가격과 κ±°λž˜λŸ‰ λͺ¨λ‘ λΆ€μ§„ν•œ 흐름
- 높은 κ°€μŠ€ 가격에도 λΆˆκ΅¬ν•˜κ³  유럽 κ°€μŠ€ μˆ˜μš” κ°μ†ŒλŸ‰μ€ μ œν•œμ μΌ 전망
- νƒ„μ†Œλ°°μΆœκΆŒ ν˜„μž¬ 가격 70유둜 vs. 2030λ…„ 적정 가격 50~100유둜

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=307944
μœ„ λ‚΄μš©μ€ 2022λ…„ 9μ›” 20일 7μ‹œ 30λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€.
453 views
πŸ”‹Energy Transition
https://renews.biz/80593/siemens-gamesa-to-triple-size-of-taiwan-nacelle-plant/
444 views
πŸ”‹Energy Transition
https://naver.me/FFieVt2H
Naver
EU, 785쑰원 νˆ¬μž…ν•΄ 유럽 μ „λ ₯망 λ””μ§€ν„Έλ‘œ μ „ν™˜ 좔진
λŸ¬μ‹œμ•„μ‚° ν™”μ„μ—°λ£Œ 의쑴 끝내고 μΉœν™˜κ²½ μ—λ„ˆμ§€λ‘œ μ „ν™˜ λͺ©μ  μœ λŸ½μ—°ν•©(EU)이 λŸ¬μ‹œμ•„μ‚° μ—λ„ˆμ§€ μ˜μ‘΄λ„λ₯Ό 쀄이고 μž¬μƒμ—λ„ˆμ§€ 보급을 μ΄‰μ§„ν•˜κΈ° μœ„ν•΄ 800쑰원 κ°€κΉŒμš΄ λ§‰λŒ€ν•œ μžκΈˆμ„ νˆ¬μžν•΄ 유럽 μ „λ ₯망을 디지털 기반으둜 κ°œμ‘°ν•˜
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