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Riot 271 Around The Web Roundup

// LPWANs & IoT Networks //

  • Semtech’s LoRa devices have been picked by Seluxit, a German energy company that will use LoRa to connect its MeDa smart meters.
  • The FCC won’t be changing its recommendations on 5G safe-exposure limits, but that will not stop the plethora of misinformation surrounding the technology.

// Smart Grid & Utility Infrastructure //

  • Western Power has picked Itron to provide it with electricity distribution and metering upgrades, serving 240,000 electricity customers in Western Australia.
  • The US DoE has awarded a $1mn grant to ComEd, the University of Denver, Virginia Tech, and BEM Controls, to create ‘an energy internet,’ to provide blockchain-based transaction capabilities.
  • NB Power is trying to persuade the Canadian Energy and Utilities Board that its recalculated $92mn smart metering proposal for New Brunswick should now be approved, after the benefit to consumers moved from -$1mn to $31mn.
  • Faraday Grid has gone bust and is now under the control of insolvency administrators. It comes not long after hiring and funding rounds, as well as the ousting of its CEO and founder. Things appear to have been quite turbulent, behind the scenes of the grid frequency response startup.

// Energy Generation & Storage //

  • Lithium Australia’s managing director warns that conventional lithium production capability will be outstripped by demand by 2030, and that fears of a near-term glut do not take into account the longer term increase in demand for the battery component.
  • Nickel prices have increased 35% in the past year, according to the London Metal Exchange, which could have knock-on impacts in the price of EV and battery pricing.
  • Texas is tweaking its regulations so that municipal utilities and electric co-ops can own storage assets without having to register as full-blown power generators, in a move that should make it easier for them to adopt battery storage.
  • Market regulation would negate $3bn in annual consumer savings in Ohio, finds a study from the Ohio and Cleveland Universities. It is a response to the energy providers in the state that are lobbying the Public Utilities Commission of Ohio, asking for the energy production market to be regulated, as they are not competitive in a deregulated market.
  • Converting 1% of agricultural land to solar farms could provide enough electricity to supply global needs – however, this equates to something like 10bn solar panels, as we have a heck of a lot of farming land at hand.
  • A Texas heatwave pushed prices to over $9,000 per MWh this week, as ERCOT issued an energy emergency alert as reserves fell to below its threshold for reliability.

// Automotive Electrification//

  • Volkswagen believes that EVs are near price parity with ICE vehicles, and that when this occurs, it will be the tipping point for EV adoption. It has a target of 2-3mn EV shipments annually in the US by 2025, which is still a fraction of its current ICE sales.
  • Tesla’s Model 3 accounted for 67% of all EV sales in the US in Q2, on 47,000 units. Tesla’s Model S accounts for second place, on 6,608, with the Model X in third, on 5672. Fourth place goes to the Chevy Bolt, on 3,965 units, with the Nissan Leaf in fifth on 3,323.
  • The International Council on Clean Transportation (ICCT) estimates that the US would need to invest $2.2bn into EV charging infrastructure by 2025. Some $1.3bn of that needs to serve home charging, while $940mn would be put towards workplace and public charging
  • Nissan says that the number of charging locations in the UK has now surpassed the number of petrol stations, reaching 9,300 compared to 8,400. Of course, this does not reflect the number of vehicles that each can serve within a given time period.

// Forecasts, Surveys & Reports //

  • The IoT M2M Council has released a member poll that the trend is on the upswing, and that there are now distinct IoT buyer personas that can be targeted. Around 85% of all the IoT deployments found in the poll were under 10,000 devices, but only 10% of respondents cite a lack of business models as a barrier.
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