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Rethink Energy
15th July 2021

PJM redefines MOPR – we can all get back to the business of power

We were pretty sure that the ridiculous US Minimum Offer Price Rule (MOPR) that was introduced in both the PJM and New York ISO would be reversed under the Biden administration, and for PJM that moment has now come to pass. PJM is one of a dozen or so independent grids across the US, for power generators to sell electrical power into – but it is one of the largest, handling over 800 TWh each year, and supplying some 65 million people in parts of 14 US States. Any corruption in the way it bought power in its annual capacity auction had the potential to block key players in every type of generating market, but especially renewable energy. The MOPR…

Faultline
15th July 2021

OTT Video News, Deals, Launches and Products

Five years ago this week… The European Commission (EC) slapped Google with yet another wave of antitrust allegations, claiming that Google had abused its dominant 80% share of the European advertising market to restrict the placement of ads for its competitors – in other words, choking consumer choice and innovation. The main culprit was thought to be AdSense, Google’s self-service ad placement technology for third-party websites, but its flagship search engine was also getting a look in, with suspicions running high that it prioritized search results for the company’s own shopping service while restricting Amazon and eBay. The EC eventually fined Google $1.7 billion in March 2019 for this round of allegations, with the total figure comfortably around the $10…

Faultline
15th July 2021

Intel holds back important data from Varnish Software CDN tests

Swedish CDN specialist Varnish Software has revealed some compelling real-world results from its work with Intel. Three separate tests were carried out recently on the Varnish Edge Cloud, powered by Intel Xeon Scalable processor-based servers, pertaining to two VoD CDNs and one live CDN. The first VoD CDN with 1 socket performed network throughput of up to 192 Gbps, while the second VoD CDN – featuring 2 sockets – doubled this network throughput to 383 Gbps. The live linear CDN, meanwhile, reported up to 1.74x higher performance on 3rd Gen Intel Xeon Scalable Platform, compared with the prior generation. Unfortunately, the results published do not include a network throughput figure for the live CDN tests. This omission irked us, and…

Faultline
15th July 2021

Alternative Codecs: Moscow tests suggest China has taken the lead

Last week’s Faultline article on DVB’s three-way codec candidate specifications, with a focus on VVC (Versatile Video Codec), triggered a discussion about the state of codecs in China, given the Chinese investment in VVC technology (including from Alibaba, Kuaishou and Hikvision). This snowballed into a broader investigation into the wealth of alternative video codec options used in the largest single market in the world – one which is seldom mentioned in Western codec discussions. Given that many Chinese web giants have already started down the path of leveraging their scale to create a single-minded technology strategy, we have pondered whether the likes of Netflix or Disney+ might go their own ways by developing in-house codecs. From our conversations with technology…

Wireless Watch
13th July 2021

Telecom Egypt and Vodafone UK announce new Open RAN trials

In the latest Open RAN news, Telecom Egypt is conducting trials, while Vodafone has announced an indoor small cell co-developed with Mavenir. Telecom Egypt is working with Mavenir Open RAN rival Altiostar, along with Cisco, Evenstar and the Telecom Infra Project, on its trial. It will use Altiostar software for the distributed unit (DU) and centralized unit (CU) functions, running on edge cloud infrastructure. This will be accompanied by Evenstar radio units (RUs). Evenstar is an initiative, backed by TIP, Vodafone and others, to provide common specifications for Open RAN radio units, designed to commoditize this equipment and lower barriers for many vendors to supply them, by offering readily deployable blueprints. The telco will also trial Cisco’s edge computing technology…

Wireless Watch
13th July 2021

Orange creates IoT Continuum in bid to join top table

The Internet of Things has become a major hunting ground for tier one telcos, but also a field where revenues and especially profits are proving elusive. Many operators are eager to establish pole position in a field they believe has huge growth prospects and will eventually generate large profits, but some have been reluctant to commit heavily too soon with the risk of throwing good money after bad. They fear this would disrupt their profitable operations and also their mainstream investment in 5G infrastructure, which has proved very costly, especially where spectrum has fetched inflated prices at auction. As a result, while all operators have made noises around the IoT, some have been more serious over their investments and commitments…

Wireless Watch
13th July 2021

Ericsson, GSMA warn of dire consequences if midband spectrum is restricted

Ericsson and the GSMA have made their latest call to policy makers and regulators to open up more spectrum, and relax other restrictions, to boost 5G. Ericsson’s head of Europe and Latin America, Arun Bansal, told a virtual conference that a shortage of midband spectrum was putting Europe behind advanced markets in Asia and the USA, and this would have a negative impact on the hi-tech economy. He argued that this was already visible from the 4G experience, where slower roll-out than in the USA or Japan harmed the competitiveness of Europe’s apps business. He said that, as a result, “very few unicorns or the big platform companies are coming out of Europe. That’s the risk we see in 5G…

Wireless Watch
13th July 2021

Europe’s Big Five get serious about Open RAN with deployments and new rules

The era of Open RAN is arriving in Europe as major operators start commercial deployments after laying down clear rules of engagement for technology and equipment suppliers. Deutsche Telekom (DT), Vodafone, Telefónica, Orange, and the TIM Group (formerly Telecom Italia) are all in various stages of early deployments after publishing their joint Open RAN Technical Priorities Document (see Wireless Watch Mary 18 2021). This resulted from work carried out under the terms of their earlier memorandum of understanding, signed earlier this year, which established their intent to cooperate to support Open RAN and drive a Europe-centric ecosystem. A couple of months on, we decided to take a closer look at the requirements document, and the progress the ‘Gang of Five’…

Wireless Watch
13th July 2021

Huawei and Verizon head for courts over patent infringement disputes

Huawei and Verizon are headed for the courts after attempts at mediation, over their various patent lawsuits, failed in the spring. Of course, this is no ordinary legal spat over the validity of patents or the level of royalties – it is the direct result of the 5G cold war between the USA and China. Huawei sued the US operator in February 2020, alleging violation of 12 patents and claiming that extensive attempts to negotiate a licensing deal had broken down. The previous June – as the Trump administration was imposing a growing list of restrictions on Huawei’s access to US technology or customers – Huawei had presented Verizon with a bill of over $1bn covering fees for more than…

Wireless Watch
13th July 2021

Nokia hopes to add Oppo to its winning streak in patent lawsuits

Nokia has announced its latest patent infringement lawsuit, this time against Chinese handset maker Oppo. The two companies signed a licensing deal in 2018 but it expired last month and Nokia says the smaller firm rejected offers to renew the agreement, and extend it to 5G patents. The Finnish firm has been increasingly active in enforcing its patents through litigation in recent years. This has been partly sparked by its need to monetize its IP assets more aggressively, as its primary revenue streams came under competitive and price pressures. And the sale of its devices business to Microsoft in 2016 meant that it was no longer justifying its technology development costs through differentiation in its own products. Instead, they need…

Wireless Watch
13th July 2021

The cellular Old World galvanises 6G efforts amid politicized patents race

Even more than 5G was, 6G is becoming a politicized race between various countries to achieve the lead in intellectual property. There are rational motivations for this behind the jingoism and the hype. Taking an early lead in contributing to standards, amassing essential patents, and testing advanced technology can translate into competitive suppliers and platforms in future, and into jobs and national wealth. In a time of intensifying geopolitical tensions, there are also concerns about one powerful country or another becoming too dominant in critical technologies, potentially holding others to ransom. The vision of global platforms that draw on innovations everywhere, as set out by the original GSM developments, seems far away. In particular, the early 6G efforts are becoming…

Wireless Watch
13th July 2021

A new wave of mobile patent wars looms, sparked by geopolitics and 6G

The mobile industry has always been periodically beset by patent wars, and the latest outbreaks are, predictably, tied into the early developments in 6G as well as the ecosystem’s attempt to balance conventional standards processes with the rising influence of open source or other open frameworks such as those hosted by Linux Foundation (including O-RAN). Sometimes patent spats have been necessary to establish foundational rules about how to balance open access to essential technology with protection and reward for innovation. Some processes have started in disputes but ended with stronger licensing frameworks and conventions, such as FRAND (fair reasonable and non-discriminatory) rules for access to standards-essential patents (SEP). FRAND is by no means perfectly defined or implemented, but its application…

Rethink Energy
8th July 2021

CubicPV to bring perovskite tandems to India

A new perovskite company, CubicPV, has formed from a merger of startups 1366 Technology and Hunt Perovskite Technologies, and is backed with an initial $25 million from First Solar, Hunt Energy Enterprises, and Breakthrough Energy Ventures (BEV) among others. According to CEO Frank Van Mierlo, talking to the Financial Express, the company has already entered talks with the Indian government concerning a possible $1.1 billion investment that would be backed by that county’s Performance Linked Incentive (PLI) scheme, making yet another renewable startup attracted by India’s combination of scale, semi-openness, local content requirements, and government funding. Specifically this would involve $1.1 billion spent to develop 10 GW of wafer and cell manufacturing capacity over the next five years, to start…

Rethink Energy
8th July 2021

GHGSat oil partners keen to own up to their real methane emissions

It was only in 2016 that a NASA orbiting spacecraft successfully measured methane from space using an onboard spectrometer. This week three of the biggest oil companies – Chevron, Shell and TotalEnergies have signed up for one year pilot for high resolution green-house gas monitoring for 6 each of their offshore oil platforms (total 18), with GHGSat introducing its service in the same breath. GHGSat was quick off the mark to turn the technique’s discovery into a business, and has already raised $55 million and launched 3 of its tiny satellites, with 7 more to go up between now and then end of 2022, with the sole intention of spotting methane outbreaks. Typically all types of gas leaks into the…

Rethink Energy
8th July 2021

Perverse logic in Sinopec’s Enhanced Oil Recovery, hydrogen plan

There is some kind of perverse logic to the idea out this week that China Petrochemical (Sinopec) will not only capture carbon from producing hydrogen, but that it will then inject it into its own oilfields on order to make them more productive. The cynical out there will see this as just an other example of oil companies and their grip on the energy world. But by using natural gas to make hydrogen, this has the potential to trigger an increase in hydrogen available inside China, which means there are more uses likely to be found for it – steel and cement manufacture and transport, among others. That in turns will put Sinopec in a strong position to adopt green…

Rethink Energy
8th July 2021

HydrogenOne establishes world’s first hydrogen-dedicated fund

HydrogenOne is set to become the UK’s first listed company solely dedicated to green hydrogen, as it seeks to raise £250 million in an initial public offering on the London Stock Exchange. The company announced Monday that it intends to offer shares at an initial price of 100 pence each and has already attracted Ineos – the world’s third largest chemicals group – as a cornerstone investor which will inject £25 million into the HydrogenOne Capital Growth fund. The fund itself will target a net asset value return of 10% to 15% per year over the medium to long term. The fund will exclusively invest in clean hydrogen related projects, capitalizing on the value the gas can create in decarbonizing…

Rethink Energy
8th July 2021

OPEC wobble warns of cartel’s unravelling

A newfangled spat between Saudi Arabi and the United Arab Emirates (UAE) is threatening to dismantle the entirety of the OPEC+ cartel. The former is hoping to keep oil prices in a Goldilocks region of ‘not-too-high not-too-low,’ but its attempts to reopen the oil taps as post-pandemic demand recovers have been derailed by the latter’s view that it is being disproportionately impacted by ongoing supply cuts. As Saudi Arabia tries to slowly ease oil production levels back up, the UAE is somewhat holding the entirety of the cartel at ransom. Prior to the group’s meeting on Monday, the UAE stated firmly that it would not approve any changes in production levels unless the calculation behind its contributing share was reevaluated.…

Faultline
8th July 2021

OTT Video News, Deals, Launches and Products

Five years ago this week… Rumors were abounding on Wall Street that John Malone was looking to buy a TV channel or studio that could build around his shareholding in Lionsgate, which had just acquired Starz. There was speculation that Malone was only eyeing up the largest firms with AMC, CBS and Viacom all mentioned as potential suiters for a Lionsgate-led media rollup, but Faultline cautioned that Viacom would only be a suitable purchase following the storm of Sumner Redstone’s passing (he was still alive at the time of writing.) None of these acquisitions came to be, but the past five years has seen Malone sell hundreds of thousands of Class B shares in Lionsgate, valued in the tens of…

Faultline
8th July 2021

Smart sees promise in DynAdmic’s contextual know-how

Smart AdServer has acquired Parisian targeting vendor DynAdmic, with the former predicting that the combined firms will generate $250 million in revenues this year. DynAdmic provides contextual ad targeting, with over 60% of its business coming from the US, while 40% of its video business comes from OTT and connected TV (CTV). DynAdmic’s cookie-less contextual targeting capabilities will be integrated into Smart’s offering to better align campaign performance goals with growing privacy requirements. It seems that interest in CTV was the main driving force behind this acquisition, although we are unable to fully tell how DynAdmic is well versed in CTV (it mainly seems like a web-based site). DynAdmic curates digital video advertising inventory according to brand safety, contextual relevance,…

Faultline
8th July 2021

Charter unifies attribution across all formats with Blockgraph, TVSquared

Charter’s ad sales unit Spectrum Reach has introduced a new cross-platform attribution offering in partnership with peer-to-peer media data platform Blockgraph and measurement outfit TVSquared. The unnamed product offers advertisers aggregated and de-identified insights that can be used to analyze campaigns across addressable, streaming, and linear TV. Most notable is that Spectrum Reach’s advertisers will now be able to draw the link between cross-platform ad exposure and specific consumer actions on digital devices regarding customer conversions and sales data. One means by which this is achieved is by monitoring website traffic for brands and linking this activity with viewers. Attribution on Spectrum Reach was previously siloed within either linear or OTT, but advertisers can now consistently evaluate the effectiveness of…