Markets & Policy

Graphite’s pivotal role in electric-vehicle battery technology is coming under increasing scrutiny. Graphite is almost exclusively produced in China, and while the processing of the mineral poses serious environmental issues, the alternatives appear costly. Ian Morse looks at what’s next for critical graphite supplies.

This year will be a key period in the development of China’s solar PV market. It is the first year of the 14th five-year plan, the first calendar year after President Xi Jinping announced the 2030-60 carbon emissions commitment, and the first year for utility and commercial unsubsidised projects. IHS Markit expects the solar industry in China to reach another milestone with more than 60 GW of installations this year, advancing the ground for the energy transition and the displacement of traditional energy sources to fullfill the goal of a net carbon future over the next four decades to come.

Opposition Leader Anthony Albanese has outlined his plan for Australia to “emerge as a renewable energy superpower,” underwritten by a $100 million initiative to fund apprenticeships in new energy jobs including solar, large-scale renewable projects, green hydrogen and renewable manufacturing.

Hydrogen and hydrogen-based fuels will not be able to move forward fast enough to replace fossil fuels and tackle climate change, according to a German-Swiss research team that claims direct electrification alternatives are cheaper and easier to implement. The scientists cite too-high prices, short-term scarcity and long-term uncertainty, as the main reasons for their skepticism, which has caused a stir in academic circles.

With South Africa holding 63,000 of the world’s estimated 69,000 metric tons of platinum reserves – according to the Statista.com website – and Russia and Zimbabwe a further 5,100 between them, the European Commission has cited the metal as an example of a potential supply chain bottleneck that could handicap its grand plans for renewables-powered hydrogen production.

Solar Citizens has warned the Australian Energy Market Commission’s controversial proposal to make solar PV owners pay to export their surplus production to the grid could send the National Electricity Market into a ‘death spiral’.

Treasurer Josh Frydenberg has unveiled a big-spending Budget but critics have been quick to condemn the lack of money set aside for renewable energy as a “national shame” and missed opportunity as the government continues to pursue its gas-led philosophy.

Queensland flow battery company, Redflow, has unveiled the product it’s hoping will launch its lucrative high-voltage, high-capacity, grid-scale future: the Energy Pod Z module.

While suburban Australian rooftops have become coated in solar panels, the roofs of our commercial and industrial buildings have remained conspicuously bare. Our shopping centres, however, seem to be slowly be moving in the direction ordinary Australian’s have paved, with Australia’s largest privately-owned shopping centre yesterday announcing plans for a sizeable microgrid. Likewise, Vicinity, one of the country’s largest shopping centre managers, has managed to increase its sustainability rating largely through its extensive solar program.

Government-owned water utility, SA Water, has completed its extensive solar installation project, which involved installing more than 350,000 PV panels across 33 water treatment plants and pump stations across metropolitan and regional areas of South Australia.