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Here’s the thing about renewables like wind and solar that many people don’t get. The “fuel” that makes them work is free. That is not to say the devices we construct to harvest energy from wind and solar don’t cost anything and don’t contribute some greenhouse gas emissions. But let’s not pretend that somehow all the concrete, steel, and piping that go into making a thermal generating plant are inexpensive and carbon free.

And yes, getting the power generated by renewables from where it is made to where it is used requires building new transmission lines. But they don’t leak oil and gas into our rivers and oceans the way pipelines do. Isn’t it odd how fossil fuel apologists question the need for new transmission infrastructure when it involves electricity from renewables but never do when it comes to electricity from thermal sources? One is a scourge while the other is a blessing? Does that make any sense?

The central point is, once the fuel for thermal generating plants gets consumed, we have to go out and find more of it. Prices for coal, oil, and gas aren’t stable. They fluctuate constantly — sometimes wildly — which makes it hard to make long term business decisions. The world is about to get a hard lesson in the true cost of relying on fossil fuels this winter. With unnatural gas in short supply, prices are expected to skyrocket. The cost of electricity in some places could double or triple as a result.

Yet the cost of sunlight never goes up. It is free and always will be. All we have to do is gather it up and distribute it efficiently and humans will have all the electrical energy they could possibly need forever.

Wind Is Solar

Wind is just solar energy in a different format. Think about it. Wind is air moving from one place to another. And what causes the air to move? Temperature differences. And what causes temperature differences? The sun. Whether we are talking about a breeze that fills the sails of a boat or the jet streams that encircle the globe, the sun is the ultimate source of all air movements on Earth.

Denmark Opts For Wind Islands

Denmark has been experimenting with offshore wind power since 1991. It’s no wonder two of the world’s largest wind turbine companies — Vestas and Ørsted — are both Danish. For years, it has thought about constructing artificial islands in the North Sea and the Baltic Sea to serve as bases for offshore wind farms. Now the government has officially sanctioned the idea. The Danish government will own 50.1% of the islands with private partners owning the rest.

The island in the North Sea will have a capacity of 3 GW, which is equal to the electricity consumption of three million households and twice the amount of energy provided by all offshore wind turbines in Denmark today. It also corresponds to approximately half of Denmark’s total electricity consumption. The capacity will be expanded in phases to a maximum of 10 GW, which could cover the electricity consumption of 10 million households and contribute to the further electrification of Denmark and its neighboring countries.

In the Baltic Sea, the artificial island will be located offshore near the island of Bornholm. Electricity from the offshore installation will be distributed from Bornholm to electricity grids on Zealand and neighboring countries. The turbines off the coast of Bornholm will have a capacity of 2 GW, corresponding to the electricity consumption of two million households.

The decision to establish the two energy islands was reached under the climate agreement of 22 June 2020, which was entered into by the Danish Government, the Liberal Party, Danish People’s Party, Social Liberal Party, Socialist People’s Party, the Red-Green Alliance, Conservative Party, Liberal Alliance and the Alternative.

The US Offshore Wind Initiative

Offshore wind is popular because the equipment can be placed well out to sea where it is invisible to people on land. We don’t object to a welter of poles, wires, and transformers cluttering up our built environment but heaven forfend we have to deal with the sight of a spinning turbine. Eeeek! Also, wind speeds tend to be more stable and predictable out over the ocean than they are on land, which makes offshore wind more reliable.

This past week, the US government announced plans for seven major offshore wind farms along both coasts and in the Gulf of Mexico. They are part of a plan by the Biden administration to create 30 GW of offshore wind energy by 2030 — enough for 10 million homes. Sharp eyed readers will note Danish authorities expect that much electricity to power 30 million homes, which tells you something about how much electricity the average home in the US uses compared to homes in the rest of the world.

Interior Secretary Deb Haaland said her department hopes to hold lease sales by 2025 for areas off the coasts of Maine, New York and the mid-Atlantic, as well as the Carolinas, California, Oregon and the Gulf of Mexico. The projects could avoid about 78 million metric tons of carbon dioxide emissions while creating up to 77,000 jobs, according to The Guardian.

In addition to offshore wind, the interior department is working with other federal agencies to increase renewable energy production on public lands, Haaland said, with a goal of at least 25 gigawatts of onshore renewable energy from wind and solar power by 2025.

The government’s wind initiatives will face a host of technical and political challenges. Who will ever forget a certain ex-president telling a group of fawning admirers that wind turbines “kill all the birds”? Yet the same people don’t bat an eye when offshore oil rigs (many of which are visible from land) spill millions of gallons of crude oil into the ocean, when pipelines threaten the water supply of millions of people, or fracking turns domestic drinking water toxic. Can you say “hypocrites,” boys and girls? Yeah, we knew you could.

The government is taking steps to address those concerns, however. The DOE announced last week it allocate $11.5 million to study the risks offshore wind development may pose to birds, bats, and marine mammals. It will also monitor changes in commercial fish and marine invertebrate populations at an offshore wind site on the east coast and spend $2 million on visual surveys and acoustic monitoring of marine mammals and seabirds at potential wind sites on the west coast.

“In order for Americans living in coastal areas to see the benefits of offshore wind, we must ensure that it’s done with care for the surrounding ecosystem by coexisting with fisheries and marine life – and that’s exactly what this investment will do,” Energy Secretary Jennifer Granholm announced.

The Takeaway

The bottom line is what is known in the industry as the levelized cost of electricity — the triple net, absolute measure of what it costs to generate kilowatt of electricity. Water seeks its own level, nature abhors a vacuum, and business craves the lowest cost option. Today, the LCOE of wind and solar energy is lower than thermal generation and getting cheaper all the time. And why not? The cost of fuel for renewables is zero. It doesn’t get much cheaper than that!

Fossil fuel adherents will fuss and fume about national security, energy independence, and the wonders of military might, but the truth is renewables not only slash carbon emissions, they can enhance national security, provide energy independence, and eliminate much of the need for standing armies to any country and all for free. What could we possibly be waiting for?

 

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Trump appoints two Commerce officials to oversee U.S. Steel under ‘golden share’ agreement

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Trump appoints two Commerce officials to oversee U.S. Steel under 'golden share' agreement

U.S. President Donald Trump walks as workers react at U.S. Steel Corporation–Irvin Works in West Mifflin, Pennsylvania, U.S., May 30, 2025.

Leah Millis | Reuters

President Donald Trump has appointed two Department of Commerce officials to oversee U.S. Steel under the golden share agreement reached with Japan’s Nippon, according to a letter posted Monday in the Federal Register.

Trump approved U.S. Steel’s controversial acquisition by Nippon in June after securing veto rights over key business decisions under a golden share arrangement. U.S. Steel stopped trading on the New York Stock Exchange that same month after the acquisition was completed.

Trump holds the veto powers covered by the golden share as U.S. president, but he can also designate someone else to wield those authorities as his representative if he wants. The president appointed William Kimmitt, Under Secretary of Commerce for International Trade, as his designee in a letter to U.S. Steel.

“I, President Donald J. Trump, hold the Class G Preferred Stock (Golden Share) in U.S. Steel, pursuant to the National Security Agreement (Agreement) between the United States Government, Nippon Steel Corporation, and U.S. Steel,” Trump said in a Nov. 20 letter to U.S. Steel executive Scot Duncan.

“The Golden Share provides the President with the ability to oversee U.S. Steel’s activities and to ensure the company continues operating its United States-based production facilities,” Trump said.

The golden share allows Trump or his designee to veto decisions that include changing U.S. Steel’s name, moving its headquarters from Pittsburgh, relocating the company outside the U.S., or closing production facilities.

Trump also appointed David Shapiro, a chief counsel at Commerce, as a director on U.S. Steel’s board representing the U.S. government, according to the letter.

The golden share goes to future U.S. presidents or their designee after Trump leaves office.

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All-solid-state EV batteries hit a huge milestone in China, promising to double range

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All-solid-state EV batteries hit a huge milestone in China, promising to double range

China’s first all-solid-state production line is up and running. With the equipment in place, GAC Group becomes the first automaker ready to mass-produce the “holy grail” of EV batteries, promising to double range and cut charging time.

China advances all-solid-state EV batteries

It’s no secret by now that China is dominating the global battery market. CATL and BYD alone accounted for over 50% of global EV battery usage through September.

To stay ahead, Chinese automakers and tech leaders are advancing new battery technologies, including all-solid-state batteries.

GAC Group announced over the weekend that it has officially begun producing all-solid-state EV batteries, claiming to be the first in the industry to meet the conditions for mass production.

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The milestone is significant, given that mass production is one of the biggest hurdles holding all-solid-state batteries from hitting the market.

Not only does it require new equipment, but all-solid-state batteries also use a solid electrolyte, which can be costly. GAC Group uses a dry process that combines slurry preparation, coating, and rolling into a single step, saving time and resources.

All-solid-state-EV-batteries-China-milestone
Aion UT Super (Source: GAC Group)

The production line is already producing EV batteries above 60 Ah. Experts say 60 Ah is needed to use in vehicles. Up until now, most have been around 20-40 Ah.

According to Qi Hongzhong, GAC’s R&D boss, the company plans to begin small-batch vehicle testing by 2026, with mass production scheduled between 2027 and 2030.

All-solid-state-EV-batteries-China-milestone
(Source: GAC Group)

The new batteries are expected to provide over 1,000 km (621 miles) driving range, more than double the current 500 km (310 miles).

China established the All-Solid-State Battery Collaborative Innovation Platform last year, which unites nearly all battery makers and automakers to bring the new battery tech into mass production.

SAIC Motor also announced over the weekend that it has completed the main production line for its all-solid-state batteries. BYD and CATL aim to begin producing all-solid-state batteries by 2027, with mass production closer toward the end of the decade.

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Tesla announces expected FSD approval date in Europe, regulators deny

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Tesla announces expected FSD approval date in Europe, regulators deny

For the first time in what feels like forever, Tesla has put a hard date on the arrival of Full Self-Driving (Supervised) in Europe. The automaker confirmed that the Dutch vehicle authority (RDW) has committed to granting national approval for the system in February 2026, which is just a few months away.

Update: RDW has denied that it has told Tesla it plans to grant approval in February.

This is a massive development for European Tesla owners who have been stuck with a severely neutered version of Autopilot for years due to restrictive regulations.

Tesla shared the update via its ‘Tesla Europe & Middle East’ account on X, stating that the RDW has “committed to granting Netherlands National approval” next February.

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Rather than waiting for the slow-moving wheels of the entire European Union to turn simultaneously, Tesla is using a “national exemption” route. Once the Netherlands grants this approval, other EU member states can choose to recognize that exemption immediately, effectively creating a domino effect for an EU-wide rollout.

Tesla explained the regulatory hurdle they’ve been facing:

“Some of these regulations are outdated and rule-based, making FSD illegal in its current form. Modifying FSD to make it fully rule-compliant would make it unsafe and unusable in many cases.”

Instead of watering down the software, Tesla is seeking exemptions rule-by-rule. The company notes it has already driven over 1 million kilometers in internal testing across 17 European countries to prove the system’s safety to regulators. However, Tesla didn’t share disengagement data from these 1 million kms.

Tesla has been known to make misleading claims that FSD is safer than humans by releasing misleading crash data that relies on its own crash reporting from customer vehicles, while using police data for the broader comparison fleet, on top of road biases.

Furthermore, even with these flaws, it doesn’t prove that FSD is safer than humans, but that FSD plus humans is safer than just humans, as FSD still requires driver attention at all times. Drivers prevent an unknown number of accidents with the driver assistance system.

Update: RDW responded to Tesla’s announcement with a different view of the situation. The regulator claimed that it has only come up with a schedule for Tesla to be able to demonstrate FSD in February, and hasn’t committed to approving it.

 We do not share details about ongoing applications from manufacturers, as this concerns commercially sensitive information. However, we can state that the RDW and Tesla have established a schedule, according to which Tesla is expected to demonstrate in February 2026 that FSD Supervised meets the required standards. Both RDW and Tesla are aware of the efforts needed to reach a decision on this matter in February. Whether this timeline will be met is yet to be determined in the coming period. For the RDW, (road) safety is paramount. 

Electrek’s Take

While this is the most serious announcement from Tesla about FSD in Europe, we heard timelines in the past that didn’t pan out.

In early 2022, Musk said that Tesla would launch FSD in Europe that summer. It clearly didn’t happen.

In late 2024, Tesla said it should happen in early 2025, and that didn’t happen either.

Now, if RDW actually said that, it would give a lot more weight to this new timeline.

It should make the few Tesla owners in Europe who bought FSD on HW4 cars happy, but just like what happened in Australia and New Zealand earlier this year, it is also likely to create a situation where the launch confirms that Tesla is not going to deliver its promises to the millions of HW3 owners.

Either way, I don’t think FSD saves Tesla’s freefalling sales in Europe.

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