๐Ÿ”‹Energy Transition
@renew_e
2.3K subscribers
294 photos
15 files
705 links
๊ทธ๋ฆฐ์—๋„ˆ์ง€ ๊ณต๋ถ€ ๋…ธํŠธ

ํ•ด๋‹น ์ฑ„๋„์˜ ๊ฒŒ์‹œ๋ฌผ์€ ๋‹จ์ˆœ ์˜๊ฒฌ ๋ฐ ๊ธฐ๋ก์šฉ๋„์ด๊ณ  ๋งค์ˆ˜/๋งค๋„ ๋“ฑ ํˆฌ์ž๊ถŒ์œ ๋ฅผ ์˜๋ฏธํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ํ•ด๋‹น ๊ฒŒ์‹œ๋ฌผ์˜ ๋‚ด์šฉ์€ ๋ถ€์ •ํ™•ํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ ๋งค๋งค์— ๋”ฐ๋ฅธ ์†์‹ค์€ ๊ฑฐ๋ž˜ ๋‹น์‚ฌ์ž์˜ ์ฑ…์ž„์ž…๋‹ˆ๋‹ค. ํ•ด๋‹น ๊ฒŒ์‹œ๋ฌผ์˜ ๋‚ด์šฉ์€ ์–ด๋–ค ๊ฒฝ์šฐ์—๋„ ๋ฒ•์  ๊ทผ๊ฑฐ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
Download Telegram
About
Blog
Apps
Platform
Join
๐Ÿ”‹Energy Transition
2.3K subscribers
๐Ÿ”‹Energy Transition
https://seekingalpha.com/news/3924633-biden-administration-seeks-to-streamline-offshore-wind-regulations?mailingid=30249467&messageid=2900&serial=30249467.5305&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=30249467.5305
Seeking Alpha
Biden administration seeks to streamline offshore wind regulations
The U.S. Department of the Interior said this week it will publish proposed rules that would simplify regulations for clean energy development on the Outer Continental Shelf.
472 views
๐Ÿ”‹Energy Transition
494 views
๐Ÿ”‹Energy Transition
Forwarded from ๐Ÿ€ E&G Story : Design Your Lifeโ˜€๏ธ
https://mp.weixin.qq.com/s/V-ZDviUt4HcoMHSRiXhxIA

LONGi ์›จ์ดํผ 100GW ์…€ 50GW ์ฆ์„ค

23๋…„๋ง ๊ธฐ์ค€
์›จ์ดํผ 250GW, ์…€ 110GW, ๋ชจ๋“ˆ 85GW ๋ณด์œ  ์˜ˆ์ •

๋ฌด์„ญ๋„ค์š” LONGi
Weixin Official Accounts Platform
100GW็ก…็‰‡+50GW็”ตๆฑ ๏ผ้š†ๅŸบๅคงๆ‰‹็ฌ”ๆ‰ฉไบง
595 views
๐Ÿ”‹Energy Transition
Microsoft, ํ•œํ™”์†”๋ฃจ์…˜๊ณผ 2.5GW ๋ชจ๋“ˆ ๊ณ„์•ฝ. ๋ฏธ๊ตญ ๊ณต์žฅ์—์„œ ์ƒ์‚ฐ๋˜๋Š” ์ œํ’ˆ

https://www.datacenterdynamics.com/en/news/microsoft-teams-with-south-koreas-qcells-to-source-up-to-25gw-of-solar-panels-in-the-us/
Datacenterdynamics
Microsoft teams with South Korea's Qcells to source up to 2.5GW of solar panels in the US
Ensuring a supply chain for Microsoft power purchase agreements, and meeting Biden's goals for solar manufacturing
706 views
๐Ÿ”‹Energy Transition
https://www.chargepoint.com/about/news/chargepoint-and-stem-accelerate-deployment-ev-charging-and-battery-storage-solutions-dc
ChargePoint
ChargePoint and Stem to accelerate deployment of EV charging and battery storage solutions for DC fast charging | ChargePoint
442 views
๐Ÿ”‹Energy Transition
https://seekingalpha.com/news/3932716-linde-reports-mixed-q4-earnings-initiates-q1-and-fy23-eps-guidance?mailingid=30476139&messageid=2900&serial=30476139.1493&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=30476139.1493
Seeking Alpha
Linde reports mixed Q4 earnings; initiates Q1 and FY23 EPS guidance
Linde press release (LIN): Q4 Non-GAAP EPS of $3.16 beats by $0.27.Revenue of $7.9B (-4.8% Y/Y) misses by $590M.Adjusted operating profit margin 25.3%, up 310 basis points.Total...
458 views
๐Ÿ”‹Energy Transition
https://www.businesswire.com/news/home/20230206005394/en/SolarEdge-Launches-its-First-Battery-Virtual-Power-Plant-Supporting-Great-Britain%E2%80%99s-National-Grid-ESO-Demand-Flexibility-Service
BusinessWire
SolarEdge Launches its First Battery Virtual Power Plant Supporting Great Britainโ€™s National Grid ESO Demand Flexibility Service
SolarEdge today announced the launch of its first Battery Virtual Power Plant supporting Great Britainโ€™s National Grid ESO Demand Flexibility Service
598 views
๐Ÿ”‹Energy Transition
ใ€Ž์†”๋ผ์—ฃ์ง€(SEDG.US); 2023๋…„์—๋„ ์œ ๋Ÿฝ ์ฃผํƒ์šฉ ํƒœ์–‘๊ด‘ ์„ฑ์žฅใ€
๊ธ€๋กœ๋ฒŒ์ฃผ์‹ํŒ€ ํ•จํ˜•๋„ โ˜Ž 02-3772-4452

- 4Q22 Re. ์—ญ๋Œ€ ์ตœ๋Œ€ ํŒ๋งค๋Ÿ‰ ๊ธฐ๋ก
- ๋ฏธ๊ตญ ์ฃผํƒ์šฉ ์ˆ˜์š” ๋ถˆํ™•์‹ค์„ฑ vs. ๋ฏธ๊ตญ ๊ณต์žฅ ํˆฌ์ž
- 2023๋…„ ์œ ๋Ÿฝ ํƒœ์–‘๊ด‘+BESS ์‹œ์žฅ ๋ณธ๊ฒฉํ™”

โ€ป ์›๋ฌธ ํ™•์ธ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=312708
์œ„ ๋‚ด์šฉ์€ 2023๋…„ 2์›” 15์ผ 7์‹œ 40๋ถ„ ํ˜„์žฌ ์กฐ์‚ฌ๋ถ„์„์ž๋ฃŒ ๊ณตํ‘œ ์Šน์ธ์ด ์ด๋ค„์ง„ ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค.
530 views
๐Ÿ”‹Energy Transition
https://www.globenewswire.com/news-release/2023/02/16/2609389/0/en/FuelCell-Energy-to-Collaborate-with-MHB-to-Deliver-Solid-Oxide-Electrolyzers-for-Large-Scale-Green-Hydrogen-Production.html
GlobeNewswire News Room
FuelCell Energy to Collaborate with MHB to Deliver Solid Oxide Electrolyzers for Large-Scale Green Hydrogen Production
DANBURY, Conn. and KUALA LUMPUR, Malaysia, Feb. 16, 2023 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc., (Nasdaq: FCEL) and Malaysia Marine and Heavy...
689 views
๐Ÿ”‹Energy Transition
(์ฝ”์Šค๋‹ฅ)์ œ๋ฃก์ „๊ธฐ - ๋‹จ์ผํŒ๋งคใ†๊ณต๊ธ‰๊ณ„์•ฝ์ฒด๊ฒฐ http://dart.fss.or.kr/api/link.jsp?rcpNo=20230220900335
2023-02-20
581 views
๐Ÿ”‹Energy Transition
ใ€ŽTPI์ปดํฌ์ง€์ธ (TPIC.US); ๋ฏธ๊ตญ ํ’๋ ฅ ๋ธ”๋ ˆ์ด๋“œ ๊ณต์žฅ ์žฌ๊ฐ€๋™ ์ž„๋ฐ•ใ€
๊ธ€๋กœ๋ฒŒ์ฃผ์‹ํŒ€ ํ•จํ˜•๋„ โ˜Ž 02-3772-4452

- 4Q22 Re. ์ œํ’ˆ๋ฏน์Šค ๊ฐœ์„ ์œผ๋กœ ASP ์ƒ์Šน
- GE์™€ ๋ฏธ๊ตญ ์•„์ด์˜ค์™€ ๊ณต์žฅ ์žฌ๊ฐ€๋™ ์ž„๋ฐ•
- ์ด์œ  ์žˆ๋Š” ๊ณต์žฅ ํˆฌ์ž, 2023๋…„ ๋ฏธ๊ตญ ์ˆ˜์ฃผ ํ„ด์–ด๋ผ์šด๋“œ ์ „๋ง

โ€ป ์›๋ฌธ ํ™•์ธ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=313001
์œ„ ๋‚ด์šฉ์€ 2023๋…„ 2์›” 24์ผ 7์‹œ 40๋ถ„ ํ˜„์žฌ ์กฐ์‚ฌ๋ถ„์„์ž๋ฃŒ ๊ณตํ‘œ ์Šน์ธ์ด ์ด๋ค„์ง„ ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค.
537 views
๐Ÿ”‹Energy Transition
๋ฒ ์Šคํƒ€์Šค ํ•œ๊ตญ ํ•ด์ƒํ’๋ ฅ 600mw. 15mwํ„ฐ๋นˆ 40๊ฐœ ๊ณต๊ธ‰ ๋ฐ 20๋…„ ์œ ์ง€๋ณด์ˆ˜ ๊ณ„์•ฝ

https://news.cision.com/vestas-wind-systems-a-s/r/vestas-selected-as-preferred-supplier-for-the-600-mw-wando-geumil-offshore-wind-project-in-south-kor,c3725747
News Powered by Cision
Vestas selected as preferred supplier for the 600 MW Wando Geumil offshore wind project in South Korea
News release from Vestas Asia Pacific
Singapore, 1 March 2023

The offshore wind industry
904 views
๐Ÿ”‹Energy Transition
ใ€Žํผ์ŠคํŠธ์†”๋ผ(FSLR.US); IRA ๋ณด์กฐ๊ธˆ ํšจ๊ณผ 2Q23๋ถ€ํ„ฐ ํ™•์ธ ๊ฐ€๋Šฅใ€
๊ธ€๋กœ๋ฒŒ์ฃผ์‹ํŒ€ ํ•จํ˜•๋„ โ˜Ž 02-3772-4452

- 4Q22 Re. ASP ํ•˜๋ฝ์œผ๋กœ ์ด์ต ์ปจ์„ผ ํ•˜ํšŒ
- IRA ๋ณด์กฐ๊ธˆ ํšจ๊ณผ 2Q23 ์ด์ต์—์„œ ํ™•์ธ ๊ฐ€๋Šฅ
- ๊ธ€๋กœ๋ฒŒ ๋ชจ๋“ˆ ๊ฐ€๊ฒฉ ํ๋ฆ„๊ณผ ๋‹ค๋ฅด๊ฒŒ ํผ์ŠคํŠธ์†”๋ผ๋งŒ ๊ฐ€๊ฒฉ ์ธ์ƒ ์ค‘

โ€ป ์›๋ฌธ ํ™•์ธ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=313171
์œ„ ๋‚ด์šฉ์€ 2023๋…„ 3์›” 3์ผ 07์‹œ 31๋ถ„ ํ˜„์žฌ ์กฐ์‚ฌ๋ถ„์„์ž๋ฃŒ ๊ณตํ‘œ ์Šน์ธ์ด ์ด๋ค„์ง„ ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค.
427 views
๐Ÿ”‹Energy Transition
https://money.usnews.com/investing/news/articles/2023-03-06/u-s-solar-panel-imports-from-china-grow-alleviating-gridlock-officials-say
US News & World Report
U.S. Solar Panel Imports From China Grow, Alleviating Gridlock, Officials Say
(Reuters) - U.S. imports of solar panels from Chinese suppliers are increasing as customs officials have clarified rules around complying with a new law banning goods made with forced labor, a White House official said on Monday.
362 views
๐Ÿ”‹Energy Transition
https://n.news.naver.com/mnews/article/366/0000882918?rc=N&ntype=RANKING&sid=101
Naver
[๋‹จ๋…] ์ •๋ถ€, ์ฒซ ์ˆ˜์†Œ๋ฐœ์ „ ์ž…์ฐฐ ๋ฌผ๋Ÿ‰ 1300GWh๋กœ ํ™•์ •โ€ฆ ์ˆ˜์†Œ ์‚ฌ์—… ํƒ„๋ ฅ
2025๋…„๋ถ„ ๊ฐœ์„ค๋ฌผ๋Ÿ‰ 1300GWh, ํ•œ์ „์ด 100% ๊ตฌ๋งค 2๋…„ ๋’ค ์•ˆ์ •์  ์ˆ˜๊ธ‰ ๊ฐ€๋Šฅํ•ด์ ธ ํˆฌ์ž ๋ถˆํ™•์‹ค์„ฑ โ€˜์ œ๊ฑฐโ€™ SK, ํ˜„๋Œ€์ฐจ, ํฌ์Šค์ฝ” ๋“ฑ ์ฃผ์š” ๊ทธ๋ฃน ์ˆ˜์†Œ ์ƒํƒœ๊ณ„ โ€˜ํ™œ๋ ฅโ€™ ์ •๋ถ€๊ฐ€ ์˜ฌํ•ด ์ˆ˜์†Œ๋ฐœ์ „ ์ž…์ฐฐ ์‹œ์žฅ ๊ฐœ์„ค ๋ฌผ๋Ÿ‰์„
456 views
๐Ÿ”‹Energy Transition
๋Œ€์ถฉ ๊ณ„์‚ฐํ•ด๋ณธ๊ฑฐ๋‹ˆ ์ฐธ๊ณ ๋งŒ ํ•˜์„ธ์š”..2025๋…„๊นŒ์ง€ Bloom Energyํ•˜๊ณ  Plug power๊ฐ€ ํ•œ๊ตญ์— ๋Œ€๋žต 1,000mw ํŒ๋งค ๋ชฉํ‘œ๋‹ˆ..์ •์ฑ… ๋ฐœํ‘œ๋œ๊ฑด 2028๋…„๊นŒ์ง€๊ณ ..๋ณ„๋กœ ๋จน์„๊ฒŒ ์—†๋Š” ๋‰ด์Šค๋กœ ๋ณด์ž…๋‹ˆ๋‹ค
387 views
๐Ÿ”‹Energy Transition
https://www.globenewswire.com/news-release/2023/03/09/2623883/13041/en/Broadwind-Announces-Fourth-Quarter-and-Full-Year-2022-Results-Introduces-2023-Financial-Outlook.html
GlobeNewswire News Room
Broadwind Announces Fourth Quarter and Full-Year 2022 Results, Introduces 2023 Financial Outlook
CICERO, Ill., March 09, 2023 (GLOBE NEWSWIRE) -- Broadwind, Inc. (Nasdaq: BWEN, โ€œBroadwindโ€ or the โ€œCompanyโ€), a diversified precision manufacturer of...
359 views
๐Ÿ”‹Energy Transition
Broadwind(BWEN.US) - ๋ฏธ๊ตญ ํ’๋ ฅํƒ€์›Œ ์—…์ฒด

2023๋…„ ๋งค์ถœ์•ก ๊ฐ€์ด๋˜์Šค vs. ์ปจ์„ผ
200~220 vs. 206.5๋ฐฑ๋งŒ๋‹ฌ๋Ÿฌ
๋งค์ถœ์•ก ๊ฐ€์ด๋˜์Šค๋Š” ํ’๋ ฅํƒ€์›Œ๊ณต์žฅ ๊ฐ€๋™๋ฅ  50% ๊ฐ€์ •
4๋ถ„๊ธฐ์— ๋ฐ›์€ ํ’๋ ฅํƒ€์›Œ 175๋ฐฑ๋งŒ๋‹ฌ๋Ÿฌ ์ˆ˜์ฃผ๋Š” ๋‹จ์ผ ์ˆ˜์ฃผ ์ค‘ ์—ญ๋Œ€ ์ตœ๋Œ€ ๊ทœ๋ชจ
2023~2024๋…„ ๋‚ฉํ’ˆ, ์—ฐ๊ฐ„ ํ’๋ ฅํƒ€์›Œ Capa์˜ 50%
ํ’๋ ฅํ„ฐ๋นˆ์ด ํฌํ•จ๋œ ์‚ฌ์—…๋ถ€์˜ ์ˆ˜์ฃผ์ž”๊ณ ๋Š” 240๋ฐฑ๋งŒ๋‹ฌ๋Ÿฌ. ๊ฐ€์ด๋˜์Šค ์ƒํšŒ ๊ฐ€๋Šฅ์„ฑ ๋†’์Œ

์ „์ฒด ์‹ ๊ทœ์ˆ˜์ฃผ / ์ˆ˜์ฃผ์ž”๊ณ (๋ฐฑ๋งŒ๋‹ฌ๋Ÿฌ)
2020๋…„ 149 / 93
2021๋…„ 159 / 106
2022๋…„ 368 / 297
์ˆ˜์ฃผ์ž”๊ณ  ์—ญ๋Œ€ ์ตœ๋Œ€์น˜์ธ 2013๋…„ 311 ์ˆ˜์ค€
572 views
๐Ÿ”‹Energy Transition
์œ ๋ŸฝํŒ ira์— ์ค‘๊ตญ ํƒœ์–‘๊ด‘ ์ˆ˜์ž… ๊ทœ์ œ ๊ฐ•ํ™” ํฌํ•จ ๋‰ด์Šค์— ์ค‘๊ตญ ํƒœ์–‘๊ด‘ ์—…์ฒด๋“ค ์ฃผ๊ฐ€๋Š” ํญ๋ฝ. ์šฐ๋ฆฌ๋‚˜๋ผ ํƒœ์–‘๊ด‘ ๋ฐ˜์‚ฌ์ˆ˜ํ˜œ ์ด์Šˆ์ผ๊ฑฐ ๊ฐ™์€๋ฐ ์ฃผ๊ฐ€๋Š” ๋ฐ˜์‘์ด ์—†๋„ค์š”
484 views