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Oil and gas giant BP said Wednesday “the production of green hydrogen and green ammonia using renewable ‎energy” was now technically feasible at scale in Australia.

The energy major’s conclusion is based on the findings of a feasibility study announced in May 2020 and supported by the Australian Renewable Energy Agency, solar developer Lightsource bp and professional services firm GHD Advisory.

In a statement, BP described the vast state of Western Australia as being “an ideal place” for the development of “large scale renewable energy assets that ‎can in turn produce green hydrogen and/or green ammonia for domestic and export markets.”

Described by the International Energy Agency as a “versatile energy carrier,” hydrogen has a diverse range of applications and can be deployed in sectors such as industry and transport.

It can be produced in a number of ways. One method includes using electrolysis, with an electric current splitting water into oxygen and hydrogen. If the electricity used in this process comes from a renewable source, such as wind or solar, then some call it green or renewable hydrogen.

BP said green ammonia could be generated through the combination of green hydrogen and nitrogen from the air. Ammonia could then be used as a “hydrogen carrier.” 

The BP report was prepared by GHD Advisory. Among other things, it looked at the “hydrogen supply chain and domestic and export markets” at different scales: a pilot facility which would produce 4,000 metric tons of hydrogen to generate as much as 20,000 metric tons of ammonia; and a commercial scale project where 200,000 metric tons of hydrogen would produce up to 1 million metric tons of ammonia.

Frédéric Baudry, BP Australia’s president, said the study confirmed “the potential for scaled-up green hydrogen in Western Australia.”

“This looks ‎particularly promising in the mid-west of WA, which has existing infrastructure, access to land and ‎abundant renewable energy resources such as wind and solar.”

While the report highlights the sector’s potential, BP acknowledged that development would need “significant infrastructure investment in ports, water and electricity ‎networks and distribution.‎” The commercial viability of “general hydrogen fuel use” would need significant scale, BP added. 

A major player in fossil fuels, BP says it’s aiming to become a net-zero company by the year 2050 or before. Among other things, the company wants to invest in and build 50 gigawatts of renewable energy capacity by 2030. Australia is a “leading exporter” of both coal and liquefied natural gas, according to the International Energy Agency.

Currently, the vast majority of hydrogen generation is based on fossil fuels, and green hydrogen is expensive to produce. The last few years have, however, seen an increasing number of major companies take an interest in the potential of hydrogen.

Just last month, the CEO of Italian infrastructure firm Snam outlined a vision for the future of hydrogen, saying the “beauty” of it was that it could be easily stored and transported.

Speaking to CNBC’s “Squawk Box Europe,” Marco Alverà spoke about how current systems would be used to facilitate the delivery of hydrogen produced using renewable sources, as well as biofuels.

“Right now, if you turn on your heater in Italy the gas is flowing from Russia, all the way from Siberia, in pipelines,” he said.

“Tomorrow, we will have hydrogen produced in North Africa, in the North Sea, with solar and wind resources,” Alverà said. “And that hydrogen can travel through the existing pipeline.”

While there is excitement about the potential of hydrogen, it has some work to do in the years ahead. In a recent interview with CNBC, Enel CEO Francesco Starace said there was “no competition for capital between hydrogen and renewables.”

“Hydrogen today is a niche, and it is a niche that needs to develop into commercial standard and into … big industry, competitive pricing,” Starace said, signaling that such a shift would probably take 10 years.

“So it’s a big effort in R&D, it’s a big effort in prototypes, a big effort in pilot plants, but nothing compared to what goes on, on the very large and competitive battlefield of renewables today.”

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BYD’s 3,000 hp Yangwang U9 hypercar breaks Nürburgring EV record with sub-7-min lap

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BYD’s 3,000 hp Yangwang U9 hypercar breaks Nürburgring EV record with sub-7-min lap

BYD’s luxury brand, Yangwang, has claimed a new Nürburgring Nordschleife record for a production electric vehicle with its U9 hypercar.

The automaker released video of the Yangwang U9 Xtreme, a limited-edition version of the car, completing a lap of the “Green Hell” in a blistering 6:59.157 last month.

It made the U9 the first production EV to break the 7-minute barrier at the legendary German track.

Today, the run, driven by German racer Moritz Kranz, was officially certified by Nürburgring officials.

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BYD announced:

Only weeks after becoming the fastest production car in history with a top speed of 496.22 km/h, the YANGWANG U9X has now conquered the Nürburgring Nordschleife in record time, completing the lap in 6:59.157, making it the fastest EV production vehicle around the track.

The time shaved a significant five seconds off the previous record, a 7:04.957 lap set earlier this year by the Xiaomi SU7 Ultra.

The production EV record at Nürburgring has been frequently broken over the last few years. It even changed hands several times in the same month at times – a testament to how rapidly EV technology is improving.

It is also a somewhat controversial title due to what people consider to be a “production vehicle”.

The Yangwang U9 Xtreme isn’t your average EV. It’s built on a 1200-volt platform and uses four electric motors (one at each wheel) to produce a combined output of nearly 3,000 hp. This is the same car that also claimed the world record for the fastest production car, hitting a top speed of 308 mph (496 km/h) last month.

It’s built in a limited-run production with only about 30 units reportedly planned – hence why some people might question the “production EV” part.

Electrek’s Take

I know there’s going to be some pushback on this, but regardless, a sub-7-minute lap in any car is serious business, and doing it in an EV is doubly impressive — credit where it’s due.

Does a Nürburgring lap time matter for 99.9% of EV buyers? Absolutely not. But it is an excellent showcase of the rapidly improving EV technology.

BYD and Yangwang are clearly utilizing the U9 platform to push their engineering capabilities, relying heavily on their “e⁴ Platform” and “DiSus-X” intelligent body control system to manage the immense power on a demanding track.

It’s impressive to see BYD produce something like the U9 at the very high end of the automotive spectrum, and then something like the $10,000 Seagull at the other end.

That’s quite a range.

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After a sluggish spring, US wind power is set for a 7.7 GW rebound

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After a sluggish spring, US wind power is set for a 7.7 GW rebound

According to the latest “US Wind Energy Monitor” report from Wood Mackenzie and the American Clean Power Association (ACP), developers installed 593 megawatts (MW) of new wind capacity in Q2 2025 – a 60% drop from the same quarter last year. But the US wind industry is expected to rebound fast, with 51% of forecasted capacity to come online in Q4 and full-year installations projected to hit 7.7 gigawatts (GW).

Onshore developers are in a race

The onshore wind market outlook rose 3.6% quarter-over-quarter (2.4 GW) as developers push to complete projects before federal tax credits expire.

“We are seeing this uptick in the near term because many projects are shovel-ready or under construction, fully permitted, and with a turbine order in place,” said Leila Garcia da Fonseca, director of research at Wood Mackenzie. “However, we will face uncertainty later in this decade due to tariff investigations and permitting challenges.”

Federal policy uncertainty has created a lot of headaches for the wind industry in H1 2025. While the Treasury Department’s guidance on tax credit eligibility provided a 7% boost to near-term installations, new tariff investigations could negatively impact two-thirds of the supply chain for wind turbine components. The Department of Commerce’s national security probe into imported turbine components threatens to raise project costs by as much as one-third, potentially delaying or derailing late-decade projects.

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“We’re seeing policy whiplash,” Garcia da Fonseca added. “Treasury guidance helps the advanced development pipeline, but tariff investigations and permitting hurdles are creating uncertainty beyond 2027.”

Western states are expected to lead wind activity through 2029, accounting for 31% of new capacity, followed by the Midwest. Illinois is set to overtake Texas with the most new onshore capacity in 2027, with more than 1.8 GW expected to come online.

Offshore wind’s five-year outlook

The offshore sector continues to face headwinds of federal stop-work orders and regulatory uncertainty. Even so, Wood Mackenzie projects 5.9 GW of offshore capacity will come online by 2029, with most of it arriving in 2026 and 2027.

“Recent federal stop-work orders and regulatory uncertainty have disrupted the offshore wind sector, weakening already fragile offtake opportunities and exposing the high investment risk in US offshore wind development,” Garcia da Fonseca said. “However, our five-year outlook remains unchanged, and 70% of forecasted capacity is already under construction.”

The next big year for US wind

Wood Mackenzie expects average annual installations of 9.1 GW over the next five years across onshore, offshore, and repowering projects. By the end of 2029, total installed wind capacity is projected to hit 196.5 GW, including about 35.5 GW from new onshore builds, 6 GW offshore, and 4.5 GW from repowering.

A major spike is expected in 2027, when shovel-ready projects are slated to connect at a record pace, adding 12.3 GW of new capacity.

“Despite political headwinds, wind projects are demonstrating market resilience,” said Garcia da Fonseca. “Wind continues to secure interconnection service agreements in 2025 despite anti-wind rhetoric. The technology maintains meaningful market presence even as solar and storage lead interconnection activity, with leadership concentrated in SPP and ERCOT.”

Read more: FERC: Solar + wind made up 90% of new US power generating capacity to July 2025


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GM kills BrightDrop electric van production, blames ‘slow demand’ as sales were ramping

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GM kills BrightDrop electric van production, blames 'slow demand' as sales were ramping

General Motors today pulled the plug on its BrightDrop electric delivery van program, announcing it will permanently end production at its CAMI Assembly plant in Ingersoll, Ontario.

This is a disappointing reversal for a program that was supposed to be a cornerstone of GM’s commercial EV ambitions.

In a statement, the company blamed a “slower than expected” commercial EV market, a “changing regulatory environment,” and the elimination of US tax credits for the decision. Production will not be moved elsewhere; the BrightDrop Zevo line is, for all intents and purposes, dead.

The move comes just two years after GM, with $500 million in Canadian government support, celebrated opening CAMI as Canada’s “first full-scale EV manufacturing plant.”

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The company delivered a marginal 146 vans in the US in 2022 and just 497 in all of 2023.

But things were finally picking up this year despite a production pause in April.

Data from 2025 shows the ramp was finally hitting its stride, with sales reportedly jumping to 2,384 units in the third quarter alone—a massive 869% increase year-over-year. The company was on track to sell around 4,000 units this year.

That’s not a massive number, but it was heading in the right direction.

GM, however, sees it differently. As noted by industry observers, GM executives are comparing BrightDrop’s 4,000 sales to the 60,000+ sales of its ancient, gas-guzzling Chevy Express and GMC Savana vans, a platform that dates back to the 1990s.

While GM’s official statement to the CBC was that the decision was “simply a demand and a market-driven response,” the Unifor auto union isn’t buying it. The union, which represents the 1,200 laid-off workers, squarely blamed the “dangerous and destabilizing auto policies” of the Trump administration for undoing EV supports.

Furthermore, vehicle programs that cross the US-Canada border have faced significant challenges in 2025 due to the trade war launched by the Trump administration against Canada.

Electrek’s Take

It’s another EV pullback partly based on government actions.

But we can’t blame everything on Trump. GM is quick to pull back its EV programs due to political considerations, which do drive demand.

The company took half a billion dollars in taxpayer money to retool a factory, only to abandon it less than 36 months after the first van rolled off the line. They are abandoning what will undoubtedly be a growing market in the long term, ceding ground to Ford’s E-Transit and Rivian’s van, and blaming “low demand” at the very moment sales were beginning to spike.

Brightdrop’s lineup was a bit bigger than other commercial electric vans, which might have limited its market, but I still think that long-term, there will be a singnifcant market for electric vans in this segment.

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