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NewBase Energy News 14 May 2023 No. 1620 Senior Editor Eng. Khaed Al Awadi
NewBase for discussion or further details on the news below you may contact us on +971504822502, Dubai, UAE
QatarEnergy awards $10bln gas contract to Technip Energies, CCC
Staff Writer, Agence France-Presse (AFP)
State-owned QatarEnergy on Tuesday said it awarded a contract worth around $10 billion to a joint
venture of France's Technip Energies and Consolidated Contractors Company (CCC) for a
landmark natural gas field.
The value of the engineering, procurement, and construction contract for the North Field South
(NFS) project "is around $10 billion, and its scope covers the construction of two mega" liquefied
natural gas trains with a combined capacity of 16 million tonnes per year, QatarEnergy said.
As disclosed, the EPC contract is worth around $10 billion covers the construction of two mega LNG
trains with a capacity of 8 million tons per annum (mtpa) each, with associated facilities for gas
treatment, natural gas liquids recovery, as well as helium extraction and refining within Ras Laffan
Industrial City.
NFS, together with the North Field East (NFE) project, is expected to increase Qatar’s LNG
production capacity from the current 77 mtpa to 126 mtpa. QatarEnergy holds a 75% interest in the
ww.linkedin.com/in/khaled-al-awadi-80201019/
The North Field South (NFS) project "is around $10 billion, and its scope covers
the construction of two mega" liquefied natural gas trains
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NFS project and has already signed partnership agreements with TotalEnergies, Shell,
and ConocoPhillips for the remaining 25%.
Saad Sherida Al-Kaabi, the Minister of State for Energy Affairs, the President and CEO of
QatarEnergy, commented on the award of the EPC contract: “QatarEnergy is proud to announce
yet another significant milestone in the world’s largest LNG project, reinforcing our commitment to
meeting the global demand for natural gas.
“The NFS project is a unique development that minimizes its environmental footprint by design. It
includes one of the largest CO2 capture and sequestration facilities and constitutes an important
step towards achieving QatarEnergy’s target of more than 11 mtpa of CO2 capture and
sequestration by 2035.”
In addition to the carbon capture and sequestration facilities, the NFS project also include importing
a significant portion of the project’s electrical power requirements from the grid in the form of
renewable solar power, which will be generated at QatarEnergy’s solar power facilities currently
under construction in Ras Laffan Industrial City.
It also includes a ‘jetty boil-off gas’ recovery system, which will help reduce greenhouse gas
emissions. The project will also conserve five million cubic meters of water per year by recovering
75% of the plant’s tertiary water. Nitrogen oxides (NOx) emissions will also be minimized through
the application of enhanced Dry Low NOx technology, QatarEnergy said.
Last month, the company ordered two main refrigerant compressors (MRCs) for the NFS project
from Baker Hughes.
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Oman: Tethys Oil announces production update April 2023
Source: Tethys Oil
Tethys Oil’s share of the production, before government take, from Blocks 3&4 onshore
the Sultanate of Oman, in April 2023 amounted to 276,740 barrels of oil,
corresponding to 9,225 barrels of oil per day.
The Official Selling Price (OSP) for Oman Export Blend Crude Oil for the month of April 2023 was
USD 82.23 per barrel. The OSP, as published by Sultanate of Oman’s Ministry of Energy and
Minerals, is the benchmark price for Tethys Oil’s monthly oil sales excluding trading and quality
adjustments.
Tethys Oil, through its wholly owned subsidiary Tethys Oil Block 3 & 4 Ltd, has a 30 percent interest
in Blocks 3&4. Partners are Mitsui E&P Middle East B.V. with 20 percent and the operator CC
Energy Development S.A.L. (Oman branch) holding the remaining 50 percent.
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Italy: FuturaSun becomes a photovoltaic cell manufacturer
Source FuturaSun
The Italian producer of high-efficiency photovoltaic modules has signed a strategic agreement with
the government of the city of Huai'an (Jiangsu), China for the construction of its own solar cell
factory.
Another pivotal milestone for FuturaSun in the vertical integration of its photovoltaic supply chain:
after the signing ceremony held on May 10th in Huai'an, the company joins the ranks of the world's
top photovoltaic cell manufacturers.
The project involves the construction of a 266,000-square-meter gigafactory. The investment will
initially amount to 150 million euros and will be carried out in two phases. In a 3-year span, once
finalised and operational, the plant will have an annual production capacity of 10 GW of state-of-
the-art N-type TOPCon solar cells.
The 266,000 sq PV cell plant announced by FuturaSun (Source: FuturaSun)
The production process, starting in the spring of 2024, will be highly automated. The resulting solar
cells will become an integral part of FuturaSun's modules, catering to both its Italian and Chinese
gigafactories. Vertical integration will provide even greater quality assurance, enhanced supply
autonomy, and increased ability to address future technological advancements.
'This is an unprecedented project in which our Italian Group sets the goal of entering an arena that
has so far been dominated by Chinese big players. It is a testament to our ability to reach new
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frontiers and turn seemingly-impossible dreams into reality. Today, FuturaSun is further
consolidating its supply chain, ensuring supply for the main module component – the solar cell –
while upholding its quality standards – not only for our Chinese facilities but also, and most
importantly, for their European counterparts. In just a few years of existence, we have emerged as
a prominent reference in the photovoltaic industry, particularly within the framework of Europe-
China relations', Alessandro Barin, CEO and co-founder of FuturaSun, comments.
The signing ceremony was attended by high-level officials from both China and Italy. Zhu Haibo,
Secretary of the Qingjiangpu District Party Committee, expressed gratitude for the attention and
support towards the region. Alessandra Palumbo, Deputy Consul General of the Consulate General
of Italy in Shanghai, together with Ermanno Vitali, board member of the Italian Chamber of
Commerce in China, commended FuturaSun for its commitment towards research and development
and environmental sustainability since its early days. Xu Ning, Co-founder and COO of FuturaSun,
emphasized the excellent collaboration between FuturaSun and the Qingjiangpu District, which will
bring numerous mutual benefits.
This ambitious project will become yet another achievement for the dynamic Italian company, which
continues its path of industrial consolidation, positioning itself among the giants of the photovoltaic
industry.
For the production of its photovoltaic modules, FuturaSun established its first gigafactory in Taizhou
in 2020 and it is currently developing a second gigafactory and the HQ Asia in Suzhou. Both facilities
are located within the photovoltaic district of Jiangsu Province, the largest and most dynamic
in the world.
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NewBase May 18 -2023 Khaled Al Awadi
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Oil prices ease after U.S. oil stock build, Brent at
Reuters + NewBase
Oil prices edged lower on Thursday, easing on concerns over plentiful supply after surging nearly
3% during the previous session.
Brent crude futures dipped 24 cents to $76.72 a barrel. U.S. West Texas Intermediate crude
dropped 21 cents to $72.62.
Both benchmarks rose nearly 3% on Wednesday on optimism over oil demand and U.S. debt ceiling
negotiations.
Weighing on prices, U.S. oil inventories jumped unexpectedly last week due to another release from
the Strategic Petroleum Reserve. Crude inventories (USOILC=ECI) rose by 5 million barrels in the
week to May 12 to 467.6 million barrels, compared with analysts' expectations in a Reuters poll for
a 900,000-barrel drop.
Still, U.S. gasoline inventories dropped as demand surged to its highest since 2021.
Oil price special
coverage
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Investors are watching developments around U.S. debt ceiling negotiations.
Meanwhile, President Joe Biden and top U.S. congressional Republican Kevin McCarthy on
Wednesday underscored their determination to reach a deal soon to raise the federal government's
$31.4 trillion debt ceiling and avoid an economically catastrophic default.
After a months-long standoff, the Democratic president and speaker of the House of
Representatives on Tuesday agreed to negotiate directly. An agreement needs to be reached and
passed by both chambers of Congress before the federal government runs out of money to pay its
bills, as soon as June 1.
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U.S. Henry Hub N.Gas price expected to increase from lows
Data source: U.S. Energy Information Administration, Short-Term Energy Outlook (STEO)
In our May Short-Term Energy Outlook (STEO), we expect the U.S. benchmark Henry Hub natural
gas spot price to increase throughout 2023 from its recent lows. In April, the Henry Hub price
averaged $2.16 per million British thermal units (MMBtu). We expect the monthly average Henry
Hub price to reach $3.71/MMBtu in December.
Forecast prices throughout the rest of the year remain much lower compared with last year,
averaging $2.91/MMBtu for the year, a more than 50% decline from the 2022 average price of
$6.42/MMBtu, according to our May STEO.
The Henry Hub spot price declined throughout the 2022–2023 winter due to mild temperatures in
much of the Lower 48 states that reduced demand for natural gas for heating and resulted in less-
than-average natural gas withdrawals from storage. U.S. dry natural gas production grew during
this period, reaching a monthly average record in February 2023 of 101.5 billion cubic feet per day
(Bcf/d). U.S. natural gas in storage was 19% above the previous five-year (2018–2022) average at
the end of April, at 2,114 billion cubic feet (Bcf). We expect natural gas storage inventories to remain
above their five-year averages throughout 2023, which contributes to our expectation of lower prices
compared with last year.
Although we expect the Henry Hub price to average less than $4.00/MMBtu in 2023, we forecast
natural gas prices will increase from their recent lows of close to $2.00/MMBtu as demand for natural
gas increases. We forecast that natural gas consumed for U.S. electricity generation this summer
(May–September) will average 38 Bcf/d, the second most on record behind last year. We also
expect U.S. liquefied natural gas (LNG) exports to increase from the first-quarter average of 11.6
Bcf/d to 12.2 Bcf/d this summer. We forecast U.S. dry natural gas production to decline from recent
highs to average 100.4 Bcf/d this summer.
Because of the increased demand and reduced production, we expect less natural gas to be injected
into U.S. storage this summer, resulting in natural gas storage inventories that are closer to the five-
year average. We expect inventories to end the injection season (April 1–October 31) 4% higher
than the five-year average, at 3,762 Bcf.
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NewBase Specual Coverage
The Energy world –May -02 -2023
CLEAN ENERGY
SUSTAINABLE RETURNS
Recycling ‘end-of-life’ solar panels, wind turbines, is about to be
climate tech’s big waste business
NBC + NewBase
KEY POINTS
As the Biden administration pushes for more wind power and solar energy, renewable energy
industries will soon generate tons of waste.
A wind turbine is recyclable, from the steel tower to the composite blades, typically 170 feet long,
but most ends up being thrown away, a waste total that will reach a cumulative mass of 2.2 million
metric tons by 2050.
Currently, about 90% of end-of-life or defective solar panels also end up in landfills, largely because
it costs far less to dump them than to recycle them.
“We have done a phenomenal job making solar efficient and cost-effective, but really have not done
anything yet on making it circular and dealing with the end-of-life,” says Solarcycle CEO Suvi
Sharma.
Solarcycle CTO Pablo Dias and COO Rob Vinje show a solar panel laminate after it’s been cleanly separated from the glass
to investors and partners. The laminate is where most of the value is contained in a panel, like silver, silicon, and copper.
The growing importance of wind and solar energy to the U.S. power grid, and the rise of
electric vehicles, are all key to the nation’s growing need to reduce dependence on fossil
fuels, lower carbon emissions and mitigate climate change.
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But at the same time, these burgeoning renewable energy industries will soon generate
tons of waste as millions of photovoltaic (PV) solar panels, wind turbines and lithium-ion
EV batteries reach the end of their respective lifecycles.
As the saying goes, though, one man’s trash is another man’s treasure. Anticipating the
pileup of exhausted clean-energy components — and wanting to proactively avoid past
sins committed by not responsibly cleaning up after decommissioned coal mines, oil
wells and power plants — a number of innovative startups are striving to create a
sustainable, and lucrative, circular economy to recover, recycle and reuse the core
components of climate tech innovation.
Wind and solar energy combined to generate 13.6% of utility-scale electricity last year,
according to the U.S. Energy Information Administration (EIA), and those numbers will
undoubtedly rise as renewable energy continues to scale up. Some leading utilities
across the nation are far ahead of that pace already.
Meanwhile, sales of all-electric vehicles rose to 5.8% of the total 13.8 million vehicles
Americans purchased in 2022, up from 3.2% in 2021. And with the Environmental
Protection Agency’s newly proposed tailpipe emissions limits and power plant rules, EV
sales could capture a 67% market share by 2032 and more utilities be forced to
accelerate their power generation transition.
Solarcycle is a prime example of the companies looking to solve this climate tech waste
problem of the future. Launched last year in Oakland, California, it has since constructed
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a recycling facility in Odessa, Texas, where it extracts 95% of the materials from end-of-
life solar panels and reintroduces them into the supply chain. It sells recovered silver and
copper on commodity markets and glass, silicon and aluminum to panel manufacturers
and solar farm operators.
“Solar is becoming the dominant form of power generation,” Solarcycle CEO Suvi
Sharma said, citing an EIA report stating that 54% of new utility-scale electric-generating
capacity in the U.S. this year will come from solar. “But with that comes a new set of
challenges and opportunities. We have done a phenomenal job making solar efficient
and cost-effective, but really have not done anything yet on making it circular and dealing
with the end-of-life [panels].”
Keeping solar panels out of landfills
The average lifespan of a solar panel is about 25 to 30 years, and there are more than
500 million already installed across the country, Sharma said, ranging from a dozen on
a residential home’s rooftop to thousands in a commercial solar farm. With solar capacity
now rising an average of 21% annually, tens of millions more panels will be going up —
and coming down. Between 2030 and 2060, roughly 9.8 million metric tons of solar panel
waste are expected to accumulate, according to a 2019 study published in Renewable
Energy.
Currently, about 90% of end-of-life or defective solar panels end up in landfills, largely
because it costs far less to dump them than to recycle them. “We see that gap closing
over the next five to 10 years significantly,” Sharma said, “through a combination of
recycling becoming more cost-effective and landfilling costs only increasing.”
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Indeed, the market for recycled solar panel materials is expected to grow exponentially
over the next several years. A report by research firm Rystad Energy stated they’ll be
worth more than $2.7 billion in 2030, up from only $170 million last year, and accelerate
to around $80 billion by 2050.
The Department of Energy’s National Renewable Laboratory (NREL) found that with
modest government support, recycled materials can meet 30%-50% of solar
manufacturing needs in the U.S. by 2040.
Both the Bipartisan Infrastructure Law and the Inflation Reduction Act (IRA) provide tax
credits and funding for domestic manufacturing of solar panels and components, as well
as research into new solar technologies.
Those provisions are intended to cut into China’s dominant position in the global solar
panel supply chain, which exceeds 80% today, according to a recent report from the
International Energy Agency.
One recipient of this federal funding is First Solar, the largest solar panel manufacturer
in the U.S. Founded in 1999 in Tempe, Arizona, the company has production facilities in
Ohio and another under construction in Alabama. It has been awarded $7.3 million in
research funds to develop a new residential rooftop panel that is more efficient than
current silicon or thin-film modules.
First Solar has maintained an in-house recycling program since 2005, according to an
email from chief product officer Pat Buehler. “We recognized that integrating circularity
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into our operations was necessary to scale the business in a sustainable way,” he wrote.
But rather than extracting metals and glass from retired panels and manufacturing scrap,
“our recycling process provides closed-loop semiconductor recovery for use in new
modules,” he added.
Massive wind turbines, blades are almost all recyclable
Retired wind turbines present another recycling challenge, as well as business
opportunities. The U.S. wind energy industry started erecting turbines in the early 1980s
and has been steadily growing since. The American Clean Power Association estimates
that today there are nearly 72,000 utility-scale turbines installed nationwide — all but
seven of them land-based — generating 10.2% of the country’s electricity.
Although the industry stalled over the past two years, due to supply chain snags, inflation
and rising costs, turbine manufacturers and wind farm developers are optimistic that the
tide has turned, especially given the subsidies and tax credits for green energy projects
in the IRA and the Biden administration’s pledge to jumpstart the nascent offshore wind
sector.
The lifespan of a wind turbine is around 20 years, and most decommissioned ones have
joined retired solar panels in landfills. However, practically everything comprising a
turbine is recyclable, from the steel tower to the composite blades, typically 170 feet long,
though the latest models exceed 350 feet.
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Between 3,000 and 9,000 blades will be retired each year for the next five years in the
U.S., and then the number will increase to between 10,000 and 20,000 until 2040,
according to a 2021 study by NREL. By 2050, 235,000 blades will be decommissioned,
translating to a cumulative mass of 2.2 million metric tons — or more than 60,627 fully
loaded tractor trailers.
How the circular renewable energy economy works
Players in the circular economy are determined not to let all that waste go to waste.
Knoxville-based Carbon Rivers, founded in 2019, has developed technology to shred not
only turbine blades but also discarded composite materials from the automotive,
construction and marine industries and convert them through a pyrolysis process into
reclaimed glass fiber. “It can
be used for next-generation
manufacturing of turbine
blades, marine vessels,
composite concrete and auto
parts,” said chief strategy
officer David Morgan, adding
that the process also
harvests renewable oil and
synthetic gas for reuse.
While processing the
shredded materials is fairly
straightforward, transporting
massive turbine blades and
other composites over long distances by rail and truck is more complicated. “Logistics is
far and away the most expensive part of this entire process,” Morgan said.
In addition to existing facilities in Tennessee and Texas, Carbon Rivers plans to build
sites in Florida, Pennsylvania and Idaho over the next three years, strategically located
near wind farms and other feedstock sources. “We want to build another five facilities in
the U.K. and Europe, then get to the South American and Asian markets next,” he said.
In the spirit of corporate sustainability — specifically not wanting their blades piling up in
landfills — wind turbine manufacturers themselves are contracting with recycling
partners. In December 2020, General Electric’s Renewable Energy unit signed a multi-
year agreement with Boston-based Veolia North America to recycle decommissioned
blades from land-based GE turbines in the U.S.
Veolia North America opened up a recycling plant in Missouri in 2020, where it has
processed about 2,600 blades to date, according to Julie Angulo, senior vice president,
technical and performance. “We are seeing the first wave of blades that are 10 to 12
years old, but we know that number is going to go up year-on-year,” she said.
Using a process known as kiln co-processing, Veolia reconstitutes shredded blades and
other composite materials into a fuel it then sells to cement manufacturers as a
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replacement for coal, sand and clay. The process reduces carbon dioxide emissions by
27% and consumption of water by 13% in cement production.
“Cement manufacturers want to walk away from coal for carbon emissions reasons,”
Angulo said. “This is a good substitute, so they’re good partners for us.”
GE’s wind turbine competitors are devising ways to make the next generation of blades
inherently more recyclable. Siemens Gamesa Renewable Energy has begun producing
fully recyclable blades for both its land-based and offshore wind turbines and has said it
plans to make all of its turbines fully recyclable by 2040. Vestas Wind Systems has
committed to producing zero-waste wind turbines by 2040, though it has not yet
introduced such a version. In February, Vestas introduced a new solution that renders
epoxy-based turbine blades to be broken down and recycled.
Electric vehicle lithium-ion battery scrap
Lithium-ion batteries have been in use since the early 1990s, at first powering laptops,
cell phones and other consumer electronics, and for the past couple of decades EVs and
energy storage systems. Recycling of their valuable innards — lithium, cobalt, nickel,
copper — is focused on EVs, especially as automakers ramp up production, including
building battery gigafactories.
But today’s EV batteries have a
lifespan of 10-20 years, or
100,000-200,000 miles, so for
the time being, recyclers are
primarily processing battery
manufacturers’ scrap.
Toronto-based Li-Cycle,
launched in 2016, has
developed a two-step
technology that breaks down
batteries and scrap to inert
materials and then shreds them,
using a hydrometallurgy
process, to produce minerals
that are sold back into the general manufacturing supply chain. To avoid high
transportation costs for shipping feedstock from various sites, Li-Cycle has
geographically interspersed four facilities — in Alabama, Arizona, New York and Ontario
— where it’s deconstructed. It is building a massive facility in Rochester, New York,
where the materials will be processed.
“We’re on track to start commissioning the Rochester [facility] at the end of this year,”
said Li-Cycle’s co-founder and CEO Ajay Kochhlar. Construction has been funded by a
$375 loan from the Department of Energy (DOE), he said, adding that since the company
went public, it’s also raised about $1 billion in private deals.
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A different approach to battery recycling is underway at Redwood Materials, founded
outside of Reno, Nevada, in 2017 by JB Straubel, the former chief technology officer and
co-founder of Tesla. Redwood also uses hydrometallurgy to break down batteries and
scrap, but produces anode copper foil and cathode-active materials for making new EV
batteries. Because the feedstock is not yet plentiful enough, the nickel and lithium in its
cathode products will only be about 30% from recycled sources, with the remainder
coming from newly mined metals.
“We’re aiming to produce 100 GWh/year of cathode-active materials and anode foil for
one million EVs by 2025,” Redwood said in an email statement. “By 2030, our goal is to
scale to 500 GWh/year of materials, which would enable enough batteries to power five
million EVs.”
Besides its Nevada facility, Redwood has broken ground on a second one in Charleston,
South Carolina. The privately held company said it has raised more than $1 billion, and
in February it received a conditional commitment from the DOE for a $2-billion loan from
the DOE as part of the IRA. Last year Redwood struck a multi-billion dollar deal with
Tesla’s battery supplier Panasonic, and it’s also inked partnerships with Volkswagen
Group of America, Toyota, Ford and Volvo.
Ascend Elements, headquartered in Westborough, Massachusetts, utilizes
hydrometallurgy technology to extract cathode-active material mostly from battery
manufacturing scrap, but also spent lithium-ion batteries. Its processing facility is
strategically located in Covington, Georgia, a state that has attracted EV battery makers,
including SK Group in nearby Commerce, as well as EV maker Rivian, near Rutledge,
and Hyundai, which is building an EV factory outside of Savannah.
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Last October, Ascend began construction on a second recycling facility, in Hopkinsville,
Kentucky, using federal dollars earmarked for green energy projects. “We have received
two grant awards from the [DOE] under the Bipartisan Infrastructure Law that totaled
around $480 million,” said CEO Mike O’Kronley. Such federal investments, he said,
“incentivizes infrastructure that needs to be built in the U.S., because around 96% of all
cathode materials are made in East Asia, in particular China.”
As the nation continues to build out a multi-billion-dollar renewable energy supply chain
around solar, wind and EVs, simultaneously establishing a circular economy to recover,
recycle and reuse end-of-life components from those industries is essential in the
overarching goal of battling climate change.
“It’s important to make sure we keep in mind the context of these emerging technologies
and understand their full lifecycle,” said Garvin Heath, a senior energy sustainability
analyst at NREL. “The circular economy provides a lot of opportunities to these industries
to be as sustainable and environmentally friendly as possible at a relatively early phase
of their growth.”
Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed,
or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this
publication. However, no warranty is given to the accuracy of its content. Page 18
NewBase Energy News 18-May 2023 - Issue No. 1621 call on +971504822502, UAE
The Editor:” Khaled Al Awadi” Your partner in Energy Services
NewBase energy news is produced Twice a week and sponsored by Hawk Energy Service – Dubai, UAE.
For additional free subscriptions, please email us.
About: Khaled Malallah Al Awadi,
Energy Consultant
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME member since 1995
Hawk Energy member 2010
www.linkedin.com/in/khaled-al-awadi-38b995b
Mobile: +971504822502
khdmohd@hawkenergy.net or khdmohd@hotmail.com
Khaled Al Awadi is a UAE National with over 30 years of experience in the Oil & Gas
sector. Has Mechanical Engineering BSc. & MSc. Degrees from leading U.S.
Universities. Currently working as self leading external Energy consultant for the
GCC area via many leading Energy Services companies. Khaled is the Founder of
the NewBase Energy news articles issues, Khaled is an international consultant,
advisor, ecopreneur and journalist with expertise in Gas & Oil pipeline Networks,
waste management, waste-to-energy, renewable energy, environment protection
and sustainable development. His geographical areas of focus include Middle East,
Africa and Asia. Khaled has successfully accomplished a wide range of projects in
the areas of Gas & Oil with extensive works on Gas Pipeline Network Facilities & gas
compressor stations. Executed projects in the designing & constructing of gas pipelines, gas metering &
regulating stations and in the engineering of gas/oil supply routes.
Has drafted & finalized many contracts/agreements in products sale, transportation, operation &
maintenance agreements. Along with many MOUs & JVs for organizations & governments authorities.
Currently dealing for biomass energy, biogas, waste-to-energy, recycling and waste management. He has
participated in numerous conferences and workshops as chairman, session chair, keynote speaker and
panelist.
Khaled is the Editor-in-Chief of NewBase Energy News and is a professional environmental writer with over
1400 popular articles to his credit. He is proactively engaged in creating mass awareness on renewable
energy, waste management, plant Automation IA and environmental sustainability in different parts of the
world. Khaled has become a reference for many of the Oil & Gas Conferences and for many Energy program
broadcasted internationally, via GCC leading satellite Channels. Khaled can be reached at any time, see
contact details above.
Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed,
or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this
publication. However, no warranty is given to the accuracy of its content. Page 19
Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed,
or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this
publication. However, no warranty is given to the accuracy of its content. Page 20

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NewBase 18 May-2023 Energy News issue - 1621 by Khaled Al Awadi.pdf

  • 1. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 1 NewBase Energy News 14 May 2023 No. 1620 Senior Editor Eng. Khaed Al Awadi NewBase for discussion or further details on the news below you may contact us on +971504822502, Dubai, UAE QatarEnergy awards $10bln gas contract to Technip Energies, CCC Staff Writer, Agence France-Presse (AFP) State-owned QatarEnergy on Tuesday said it awarded a contract worth around $10 billion to a joint venture of France's Technip Energies and Consolidated Contractors Company (CCC) for a landmark natural gas field. The value of the engineering, procurement, and construction contract for the North Field South (NFS) project "is around $10 billion, and its scope covers the construction of two mega" liquefied natural gas trains with a combined capacity of 16 million tonnes per year, QatarEnergy said. As disclosed, the EPC contract is worth around $10 billion covers the construction of two mega LNG trains with a capacity of 8 million tons per annum (mtpa) each, with associated facilities for gas treatment, natural gas liquids recovery, as well as helium extraction and refining within Ras Laffan Industrial City. NFS, together with the North Field East (NFE) project, is expected to increase Qatar’s LNG production capacity from the current 77 mtpa to 126 mtpa. QatarEnergy holds a 75% interest in the ww.linkedin.com/in/khaled-al-awadi-80201019/ The North Field South (NFS) project "is around $10 billion, and its scope covers the construction of two mega" liquefied natural gas trains
  • 2. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 2 NFS project and has already signed partnership agreements with TotalEnergies, Shell, and ConocoPhillips for the remaining 25%. Saad Sherida Al-Kaabi, the Minister of State for Energy Affairs, the President and CEO of QatarEnergy, commented on the award of the EPC contract: “QatarEnergy is proud to announce yet another significant milestone in the world’s largest LNG project, reinforcing our commitment to meeting the global demand for natural gas. “The NFS project is a unique development that minimizes its environmental footprint by design. It includes one of the largest CO2 capture and sequestration facilities and constitutes an important step towards achieving QatarEnergy’s target of more than 11 mtpa of CO2 capture and sequestration by 2035.” In addition to the carbon capture and sequestration facilities, the NFS project also include importing a significant portion of the project’s electrical power requirements from the grid in the form of renewable solar power, which will be generated at QatarEnergy’s solar power facilities currently under construction in Ras Laffan Industrial City. It also includes a ‘jetty boil-off gas’ recovery system, which will help reduce greenhouse gas emissions. The project will also conserve five million cubic meters of water per year by recovering 75% of the plant’s tertiary water. Nitrogen oxides (NOx) emissions will also be minimized through the application of enhanced Dry Low NOx technology, QatarEnergy said. Last month, the company ordered two main refrigerant compressors (MRCs) for the NFS project from Baker Hughes.
  • 3. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 3 Oman: Tethys Oil announces production update April 2023 Source: Tethys Oil Tethys Oil’s share of the production, before government take, from Blocks 3&4 onshore the Sultanate of Oman, in April 2023 amounted to 276,740 barrels of oil, corresponding to 9,225 barrels of oil per day. The Official Selling Price (OSP) for Oman Export Blend Crude Oil for the month of April 2023 was USD 82.23 per barrel. The OSP, as published by Sultanate of Oman’s Ministry of Energy and Minerals, is the benchmark price for Tethys Oil’s monthly oil sales excluding trading and quality adjustments. Tethys Oil, through its wholly owned subsidiary Tethys Oil Block 3 & 4 Ltd, has a 30 percent interest in Blocks 3&4. Partners are Mitsui E&P Middle East B.V. with 20 percent and the operator CC Energy Development S.A.L. (Oman branch) holding the remaining 50 percent.
  • 4. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 4 Italy: FuturaSun becomes a photovoltaic cell manufacturer Source FuturaSun The Italian producer of high-efficiency photovoltaic modules has signed a strategic agreement with the government of the city of Huai'an (Jiangsu), China for the construction of its own solar cell factory. Another pivotal milestone for FuturaSun in the vertical integration of its photovoltaic supply chain: after the signing ceremony held on May 10th in Huai'an, the company joins the ranks of the world's top photovoltaic cell manufacturers. The project involves the construction of a 266,000-square-meter gigafactory. The investment will initially amount to 150 million euros and will be carried out in two phases. In a 3-year span, once finalised and operational, the plant will have an annual production capacity of 10 GW of state-of- the-art N-type TOPCon solar cells. The 266,000 sq PV cell plant announced by FuturaSun (Source: FuturaSun) The production process, starting in the spring of 2024, will be highly automated. The resulting solar cells will become an integral part of FuturaSun's modules, catering to both its Italian and Chinese gigafactories. Vertical integration will provide even greater quality assurance, enhanced supply autonomy, and increased ability to address future technological advancements. 'This is an unprecedented project in which our Italian Group sets the goal of entering an arena that has so far been dominated by Chinese big players. It is a testament to our ability to reach new
  • 5. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 5 frontiers and turn seemingly-impossible dreams into reality. Today, FuturaSun is further consolidating its supply chain, ensuring supply for the main module component – the solar cell – while upholding its quality standards – not only for our Chinese facilities but also, and most importantly, for their European counterparts. In just a few years of existence, we have emerged as a prominent reference in the photovoltaic industry, particularly within the framework of Europe- China relations', Alessandro Barin, CEO and co-founder of FuturaSun, comments. The signing ceremony was attended by high-level officials from both China and Italy. Zhu Haibo, Secretary of the Qingjiangpu District Party Committee, expressed gratitude for the attention and support towards the region. Alessandra Palumbo, Deputy Consul General of the Consulate General of Italy in Shanghai, together with Ermanno Vitali, board member of the Italian Chamber of Commerce in China, commended FuturaSun for its commitment towards research and development and environmental sustainability since its early days. Xu Ning, Co-founder and COO of FuturaSun, emphasized the excellent collaboration between FuturaSun and the Qingjiangpu District, which will bring numerous mutual benefits. This ambitious project will become yet another achievement for the dynamic Italian company, which continues its path of industrial consolidation, positioning itself among the giants of the photovoltaic industry. For the production of its photovoltaic modules, FuturaSun established its first gigafactory in Taizhou in 2020 and it is currently developing a second gigafactory and the HQ Asia in Suzhou. Both facilities are located within the photovoltaic district of Jiangsu Province, the largest and most dynamic in the world.
  • 6. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 6 NewBase May 18 -2023 Khaled Al Awadi NewBase for discussion or further details on the news below you may contact us on +971504822502, Dubai, UAE Oil prices ease after U.S. oil stock build, Brent at Reuters + NewBase Oil prices edged lower on Thursday, easing on concerns over plentiful supply after surging nearly 3% during the previous session. Brent crude futures dipped 24 cents to $76.72 a barrel. U.S. West Texas Intermediate crude dropped 21 cents to $72.62. Both benchmarks rose nearly 3% on Wednesday on optimism over oil demand and U.S. debt ceiling negotiations. Weighing on prices, U.S. oil inventories jumped unexpectedly last week due to another release from the Strategic Petroleum Reserve. Crude inventories (USOILC=ECI) rose by 5 million barrels in the week to May 12 to 467.6 million barrels, compared with analysts' expectations in a Reuters poll for a 900,000-barrel drop. Still, U.S. gasoline inventories dropped as demand surged to its highest since 2021. Oil price special coverage
  • 7. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 7 Investors are watching developments around U.S. debt ceiling negotiations. Meanwhile, President Joe Biden and top U.S. congressional Republican Kevin McCarthy on Wednesday underscored their determination to reach a deal soon to raise the federal government's $31.4 trillion debt ceiling and avoid an economically catastrophic default. After a months-long standoff, the Democratic president and speaker of the House of Representatives on Tuesday agreed to negotiate directly. An agreement needs to be reached and passed by both chambers of Congress before the federal government runs out of money to pay its bills, as soon as June 1.
  • 8. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 8 U.S. Henry Hub N.Gas price expected to increase from lows Data source: U.S. Energy Information Administration, Short-Term Energy Outlook (STEO) In our May Short-Term Energy Outlook (STEO), we expect the U.S. benchmark Henry Hub natural gas spot price to increase throughout 2023 from its recent lows. In April, the Henry Hub price averaged $2.16 per million British thermal units (MMBtu). We expect the monthly average Henry Hub price to reach $3.71/MMBtu in December. Forecast prices throughout the rest of the year remain much lower compared with last year, averaging $2.91/MMBtu for the year, a more than 50% decline from the 2022 average price of $6.42/MMBtu, according to our May STEO. The Henry Hub spot price declined throughout the 2022–2023 winter due to mild temperatures in much of the Lower 48 states that reduced demand for natural gas for heating and resulted in less- than-average natural gas withdrawals from storage. U.S. dry natural gas production grew during this period, reaching a monthly average record in February 2023 of 101.5 billion cubic feet per day (Bcf/d). U.S. natural gas in storage was 19% above the previous five-year (2018–2022) average at the end of April, at 2,114 billion cubic feet (Bcf). We expect natural gas storage inventories to remain above their five-year averages throughout 2023, which contributes to our expectation of lower prices compared with last year. Although we expect the Henry Hub price to average less than $4.00/MMBtu in 2023, we forecast natural gas prices will increase from their recent lows of close to $2.00/MMBtu as demand for natural gas increases. We forecast that natural gas consumed for U.S. electricity generation this summer (May–September) will average 38 Bcf/d, the second most on record behind last year. We also expect U.S. liquefied natural gas (LNG) exports to increase from the first-quarter average of 11.6 Bcf/d to 12.2 Bcf/d this summer. We forecast U.S. dry natural gas production to decline from recent highs to average 100.4 Bcf/d this summer. Because of the increased demand and reduced production, we expect less natural gas to be injected into U.S. storage this summer, resulting in natural gas storage inventories that are closer to the five- year average. We expect inventories to end the injection season (April 1–October 31) 4% higher than the five-year average, at 3,762 Bcf.
  • 9. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 9 NewBase Specual Coverage The Energy world –May -02 -2023 CLEAN ENERGY SUSTAINABLE RETURNS Recycling ‘end-of-life’ solar panels, wind turbines, is about to be climate tech’s big waste business NBC + NewBase KEY POINTS As the Biden administration pushes for more wind power and solar energy, renewable energy industries will soon generate tons of waste. A wind turbine is recyclable, from the steel tower to the composite blades, typically 170 feet long, but most ends up being thrown away, a waste total that will reach a cumulative mass of 2.2 million metric tons by 2050. Currently, about 90% of end-of-life or defective solar panels also end up in landfills, largely because it costs far less to dump them than to recycle them. “We have done a phenomenal job making solar efficient and cost-effective, but really have not done anything yet on making it circular and dealing with the end-of-life,” says Solarcycle CEO Suvi Sharma. Solarcycle CTO Pablo Dias and COO Rob Vinje show a solar panel laminate after it’s been cleanly separated from the glass to investors and partners. The laminate is where most of the value is contained in a panel, like silver, silicon, and copper. The growing importance of wind and solar energy to the U.S. power grid, and the rise of electric vehicles, are all key to the nation’s growing need to reduce dependence on fossil fuels, lower carbon emissions and mitigate climate change.
  • 10. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 10 But at the same time, these burgeoning renewable energy industries will soon generate tons of waste as millions of photovoltaic (PV) solar panels, wind turbines and lithium-ion EV batteries reach the end of their respective lifecycles. As the saying goes, though, one man’s trash is another man’s treasure. Anticipating the pileup of exhausted clean-energy components — and wanting to proactively avoid past sins committed by not responsibly cleaning up after decommissioned coal mines, oil wells and power plants — a number of innovative startups are striving to create a sustainable, and lucrative, circular economy to recover, recycle and reuse the core components of climate tech innovation. Wind and solar energy combined to generate 13.6% of utility-scale electricity last year, according to the U.S. Energy Information Administration (EIA), and those numbers will undoubtedly rise as renewable energy continues to scale up. Some leading utilities across the nation are far ahead of that pace already. Meanwhile, sales of all-electric vehicles rose to 5.8% of the total 13.8 million vehicles Americans purchased in 2022, up from 3.2% in 2021. And with the Environmental Protection Agency’s newly proposed tailpipe emissions limits and power plant rules, EV sales could capture a 67% market share by 2032 and more utilities be forced to accelerate their power generation transition. Solarcycle is a prime example of the companies looking to solve this climate tech waste problem of the future. Launched last year in Oakland, California, it has since constructed
  • 11. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 11 a recycling facility in Odessa, Texas, where it extracts 95% of the materials from end-of- life solar panels and reintroduces them into the supply chain. It sells recovered silver and copper on commodity markets and glass, silicon and aluminum to panel manufacturers and solar farm operators. “Solar is becoming the dominant form of power generation,” Solarcycle CEO Suvi Sharma said, citing an EIA report stating that 54% of new utility-scale electric-generating capacity in the U.S. this year will come from solar. “But with that comes a new set of challenges and opportunities. We have done a phenomenal job making solar efficient and cost-effective, but really have not done anything yet on making it circular and dealing with the end-of-life [panels].” Keeping solar panels out of landfills The average lifespan of a solar panel is about 25 to 30 years, and there are more than 500 million already installed across the country, Sharma said, ranging from a dozen on a residential home’s rooftop to thousands in a commercial solar farm. With solar capacity now rising an average of 21% annually, tens of millions more panels will be going up — and coming down. Between 2030 and 2060, roughly 9.8 million metric tons of solar panel waste are expected to accumulate, according to a 2019 study published in Renewable Energy. Currently, about 90% of end-of-life or defective solar panels end up in landfills, largely because it costs far less to dump them than to recycle them. “We see that gap closing over the next five to 10 years significantly,” Sharma said, “through a combination of recycling becoming more cost-effective and landfilling costs only increasing.”
  • 12. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 12 Indeed, the market for recycled solar panel materials is expected to grow exponentially over the next several years. A report by research firm Rystad Energy stated they’ll be worth more than $2.7 billion in 2030, up from only $170 million last year, and accelerate to around $80 billion by 2050. The Department of Energy’s National Renewable Laboratory (NREL) found that with modest government support, recycled materials can meet 30%-50% of solar manufacturing needs in the U.S. by 2040. Both the Bipartisan Infrastructure Law and the Inflation Reduction Act (IRA) provide tax credits and funding for domestic manufacturing of solar panels and components, as well as research into new solar technologies. Those provisions are intended to cut into China’s dominant position in the global solar panel supply chain, which exceeds 80% today, according to a recent report from the International Energy Agency. One recipient of this federal funding is First Solar, the largest solar panel manufacturer in the U.S. Founded in 1999 in Tempe, Arizona, the company has production facilities in Ohio and another under construction in Alabama. It has been awarded $7.3 million in research funds to develop a new residential rooftop panel that is more efficient than current silicon or thin-film modules. First Solar has maintained an in-house recycling program since 2005, according to an email from chief product officer Pat Buehler. “We recognized that integrating circularity
  • 13. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 13 into our operations was necessary to scale the business in a sustainable way,” he wrote. But rather than extracting metals and glass from retired panels and manufacturing scrap, “our recycling process provides closed-loop semiconductor recovery for use in new modules,” he added. Massive wind turbines, blades are almost all recyclable Retired wind turbines present another recycling challenge, as well as business opportunities. The U.S. wind energy industry started erecting turbines in the early 1980s and has been steadily growing since. The American Clean Power Association estimates that today there are nearly 72,000 utility-scale turbines installed nationwide — all but seven of them land-based — generating 10.2% of the country’s electricity. Although the industry stalled over the past two years, due to supply chain snags, inflation and rising costs, turbine manufacturers and wind farm developers are optimistic that the tide has turned, especially given the subsidies and tax credits for green energy projects in the IRA and the Biden administration’s pledge to jumpstart the nascent offshore wind sector. The lifespan of a wind turbine is around 20 years, and most decommissioned ones have joined retired solar panels in landfills. However, practically everything comprising a turbine is recyclable, from the steel tower to the composite blades, typically 170 feet long, though the latest models exceed 350 feet.
  • 14. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 14 Between 3,000 and 9,000 blades will be retired each year for the next five years in the U.S., and then the number will increase to between 10,000 and 20,000 until 2040, according to a 2021 study by NREL. By 2050, 235,000 blades will be decommissioned, translating to a cumulative mass of 2.2 million metric tons — or more than 60,627 fully loaded tractor trailers. How the circular renewable energy economy works Players in the circular economy are determined not to let all that waste go to waste. Knoxville-based Carbon Rivers, founded in 2019, has developed technology to shred not only turbine blades but also discarded composite materials from the automotive, construction and marine industries and convert them through a pyrolysis process into reclaimed glass fiber. “It can be used for next-generation manufacturing of turbine blades, marine vessels, composite concrete and auto parts,” said chief strategy officer David Morgan, adding that the process also harvests renewable oil and synthetic gas for reuse. While processing the shredded materials is fairly straightforward, transporting massive turbine blades and other composites over long distances by rail and truck is more complicated. “Logistics is far and away the most expensive part of this entire process,” Morgan said. In addition to existing facilities in Tennessee and Texas, Carbon Rivers plans to build sites in Florida, Pennsylvania and Idaho over the next three years, strategically located near wind farms and other feedstock sources. “We want to build another five facilities in the U.K. and Europe, then get to the South American and Asian markets next,” he said. In the spirit of corporate sustainability — specifically not wanting their blades piling up in landfills — wind turbine manufacturers themselves are contracting with recycling partners. In December 2020, General Electric’s Renewable Energy unit signed a multi- year agreement with Boston-based Veolia North America to recycle decommissioned blades from land-based GE turbines in the U.S. Veolia North America opened up a recycling plant in Missouri in 2020, where it has processed about 2,600 blades to date, according to Julie Angulo, senior vice president, technical and performance. “We are seeing the first wave of blades that are 10 to 12 years old, but we know that number is going to go up year-on-year,” she said. Using a process known as kiln co-processing, Veolia reconstitutes shredded blades and other composite materials into a fuel it then sells to cement manufacturers as a
  • 15. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 15 replacement for coal, sand and clay. The process reduces carbon dioxide emissions by 27% and consumption of water by 13% in cement production. “Cement manufacturers want to walk away from coal for carbon emissions reasons,” Angulo said. “This is a good substitute, so they’re good partners for us.” GE’s wind turbine competitors are devising ways to make the next generation of blades inherently more recyclable. Siemens Gamesa Renewable Energy has begun producing fully recyclable blades for both its land-based and offshore wind turbines and has said it plans to make all of its turbines fully recyclable by 2040. Vestas Wind Systems has committed to producing zero-waste wind turbines by 2040, though it has not yet introduced such a version. In February, Vestas introduced a new solution that renders epoxy-based turbine blades to be broken down and recycled. Electric vehicle lithium-ion battery scrap Lithium-ion batteries have been in use since the early 1990s, at first powering laptops, cell phones and other consumer electronics, and for the past couple of decades EVs and energy storage systems. Recycling of their valuable innards — lithium, cobalt, nickel, copper — is focused on EVs, especially as automakers ramp up production, including building battery gigafactories. But today’s EV batteries have a lifespan of 10-20 years, or 100,000-200,000 miles, so for the time being, recyclers are primarily processing battery manufacturers’ scrap. Toronto-based Li-Cycle, launched in 2016, has developed a two-step technology that breaks down batteries and scrap to inert materials and then shreds them, using a hydrometallurgy process, to produce minerals that are sold back into the general manufacturing supply chain. To avoid high transportation costs for shipping feedstock from various sites, Li-Cycle has geographically interspersed four facilities — in Alabama, Arizona, New York and Ontario — where it’s deconstructed. It is building a massive facility in Rochester, New York, where the materials will be processed. “We’re on track to start commissioning the Rochester [facility] at the end of this year,” said Li-Cycle’s co-founder and CEO Ajay Kochhlar. Construction has been funded by a $375 loan from the Department of Energy (DOE), he said, adding that since the company went public, it’s also raised about $1 billion in private deals.
  • 16. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 16 A different approach to battery recycling is underway at Redwood Materials, founded outside of Reno, Nevada, in 2017 by JB Straubel, the former chief technology officer and co-founder of Tesla. Redwood also uses hydrometallurgy to break down batteries and scrap, but produces anode copper foil and cathode-active materials for making new EV batteries. Because the feedstock is not yet plentiful enough, the nickel and lithium in its cathode products will only be about 30% from recycled sources, with the remainder coming from newly mined metals. “We’re aiming to produce 100 GWh/year of cathode-active materials and anode foil for one million EVs by 2025,” Redwood said in an email statement. “By 2030, our goal is to scale to 500 GWh/year of materials, which would enable enough batteries to power five million EVs.” Besides its Nevada facility, Redwood has broken ground on a second one in Charleston, South Carolina. The privately held company said it has raised more than $1 billion, and in February it received a conditional commitment from the DOE for a $2-billion loan from the DOE as part of the IRA. Last year Redwood struck a multi-billion dollar deal with Tesla’s battery supplier Panasonic, and it’s also inked partnerships with Volkswagen Group of America, Toyota, Ford and Volvo. Ascend Elements, headquartered in Westborough, Massachusetts, utilizes hydrometallurgy technology to extract cathode-active material mostly from battery manufacturing scrap, but also spent lithium-ion batteries. Its processing facility is strategically located in Covington, Georgia, a state that has attracted EV battery makers, including SK Group in nearby Commerce, as well as EV maker Rivian, near Rutledge, and Hyundai, which is building an EV factory outside of Savannah.
  • 17. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 17 Last October, Ascend began construction on a second recycling facility, in Hopkinsville, Kentucky, using federal dollars earmarked for green energy projects. “We have received two grant awards from the [DOE] under the Bipartisan Infrastructure Law that totaled around $480 million,” said CEO Mike O’Kronley. Such federal investments, he said, “incentivizes infrastructure that needs to be built in the U.S., because around 96% of all cathode materials are made in East Asia, in particular China.” As the nation continues to build out a multi-billion-dollar renewable energy supply chain around solar, wind and EVs, simultaneously establishing a circular economy to recover, recycle and reuse end-of-life components from those industries is essential in the overarching goal of battling climate change. “It’s important to make sure we keep in mind the context of these emerging technologies and understand their full lifecycle,” said Garvin Heath, a senior energy sustainability analyst at NREL. “The circular economy provides a lot of opportunities to these industries to be as sustainable and environmentally friendly as possible at a relatively early phase of their growth.”
  • 18. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 18 NewBase Energy News 18-May 2023 - Issue No. 1621 call on +971504822502, UAE The Editor:” Khaled Al Awadi” Your partner in Energy Services NewBase energy news is produced Twice a week and sponsored by Hawk Energy Service – Dubai, UAE. For additional free subscriptions, please email us. About: Khaled Malallah Al Awadi, Energy Consultant MS & BS Mechanical Engineering (HON), USA Emarat member since 1990 ASME member since 1995 Hawk Energy member 2010 www.linkedin.com/in/khaled-al-awadi-38b995b Mobile: +971504822502 khdmohd@hawkenergy.net or khdmohd@hotmail.com Khaled Al Awadi is a UAE National with over 30 years of experience in the Oil & Gas sector. Has Mechanical Engineering BSc. & MSc. Degrees from leading U.S. Universities. Currently working as self leading external Energy consultant for the GCC area via many leading Energy Services companies. Khaled is the Founder of the NewBase Energy news articles issues, Khaled is an international consultant, advisor, ecopreneur and journalist with expertise in Gas & Oil pipeline Networks, waste management, waste-to-energy, renewable energy, environment protection and sustainable development. His geographical areas of focus include Middle East, Africa and Asia. Khaled has successfully accomplished a wide range of projects in the areas of Gas & Oil with extensive works on Gas Pipeline Network Facilities & gas compressor stations. Executed projects in the designing & constructing of gas pipelines, gas metering & regulating stations and in the engineering of gas/oil supply routes. Has drafted & finalized many contracts/agreements in products sale, transportation, operation & maintenance agreements. Along with many MOUs & JVs for organizations & governments authorities. Currently dealing for biomass energy, biogas, waste-to-energy, recycling and waste management. He has participated in numerous conferences and workshops as chairman, session chair, keynote speaker and panelist. Khaled is the Editor-in-Chief of NewBase Energy News and is a professional environmental writer with over 1400 popular articles to his credit. He is proactively engaged in creating mass awareness on renewable energy, waste management, plant Automation IA and environmental sustainability in different parts of the world. Khaled has become a reference for many of the Oil & Gas Conferences and for many Energy program broadcasted internationally, via GCC leading satellite Channels. Khaled can be reached at any time, see contact details above.
  • 19. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 19
  • 20. Copyright © 2022 NewBase www.hawkenergy.net Edited by Khaled Al Awadi – Energy Consultant All rights reserved. No part of this publication may be reproduced, redistributed, or otherwise copied without the written permission of the authors. This includes internal distribution. All reasonable endeavors have been used to ensure the accuracy of the information contained in this publication. However, no warranty is given to the accuracy of its content. Page 20