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The floating solar photovoltaic power plant by EDPR Sunseap Group, a unit of Energias de Portugal SA, in Woodlands, in Singapore, on Wednesday, Dec. 7, 2022.

Bryan van der Beek | Bloomberg | Getty Images

Southeast Asia is home to some of the world’s fastest-growing economies. As energy demand grows, the region is turning to renewable energy to safeguard its energy security.

Energy demand in Southeast Asia has increased by an average of 3% each year over the past two decades — a trend that will continue to 2030 under current policy settings, according to the International Energy Agency.

But fossil fuels still dominate the region’s energy mix, making up about 83% in 2020 compared to renewables’ share of 14.2% in the same period, research from the ASEAN Center for Energy showed.

By 2050, oil, natural gas and coal will account for 88% of the total primary energy supply, the center said.

This “huge dependence” on fossil fuels increases the region’s vulnerability to energy price shocks and supply constraints, said Zulfikar Yurnaidi, manager of energy modeling and policy planning at the ASEAN Center for Energy.

Global events such as the pandemic and Russia’s invasion of Ukraine have driven up prices in recent years, with benchmark oil prices reaching its highest level in over a decade in March last year. Just last week, oil prices popped nearly 6% as Middle East tensions soared following Hamas militants’ air, sea and land assault on Israel.

“Our fiscal capacity is different from Europe. We can’t outbid everyone to get our own gas supply,” said Yurnaidi.

In particular, Southeast Asia’s gas and coal power sectors have expanded as power grows, increasingly exposing these markets to volatile fossil fuel prices on the international market, said David Thoo, power and low carbon energy analyst at BMI Fitch Solutions.

Overall, the region’s policies and trends show countries are eager to transition to clean energy.

Zulfikar Yurnaidi

ASEAN Center for Energy

If Southeast Asian nations do not make significant discoveries or add to existing production infrastructure, the region will become a net importer of natural gas by 2025 and coal by 2039, the ASEAN Center for Energy estimated. That’s going to raise fossil fuel prices and exert further strain on consumers.

To prevent this, the region must diversify its energy sources for economic growth and security, said Yurnaidi.

Most, if not all, Southeast Asian markets have taken strides to announce renewable energy targets and formulate their low-carbon energy transition plans, said Thoo.

“Overall, the region’s policies and trends show countries are eager to transition to clean energy,” said Yurnaidi.

Energy transitions from Malaysia to Indonesia

Malaysia launched its National Energy Transition Roadmap in July, which will scale up its renewable energy capacity and reduce its growing dependence on natural gas imports, according to the Ministry of Economy.

The roadmap identified 10 flagship projects, including plans to build a one-gigawatt solar photovoltaic plant — Southeast Asia’s largest — that can directly covert sunlight into energy, the ministry said.

Solar power has remained the most encouraging segment of Malaysia’s renewable energy landscape since 2011, with an installed capacity compound annual growth rate of 48%, according to the authorities.

Other planned developments include an integrated renewable energy zone, five centralized large-scale solar parks and three green hydrogen production plants. These projects will leverage Malaysia’s estimated 290 gigawatts of technical renewable energy potential to create a more resilient, low-carbon power system, said the ministry.

In May, Vietnam announced its Power Development Plan 8, a commitment to boost wind and gas energy while reducing its reliance on coal.

Renewable energy sources such as wind and solar are projected to account for at least 31% of national energy needs by 2030, the government said, according to Reuters.

Under the plan, all coal plants must be converted to alternative fuels or cease operations by 2050, said the release. Although coal will remain an important energy source in the near term, accounting for an estimated 20% of the country’s total energy mix in 2030, it would be a decrease from nearly 31% in 2020, said Reuters.

Singapore’s Green Plan 2023 similarly emphasizes an uptake in renewable energy. It targets an increase in solar energy deployment to at least 2 gigawatts of capacity by 2030, which will meet about 3% of projected electricity demand, said the Ministry of Sustainability and the Environment.

About 95% of Singapore’s electricity is generated from natural gas, a fossil fuel energy source, according to the ministry.

Although Singapore’s geographical constraints limit its renewable energy options, the plan will implement measures like rooftop solar panels as well as importing electricity and hydrogen from other Southeast Asian countries to reduce reliance on fossil fuels.

Last year, Singapore’s Keppel Electric signed a two-year agreement with Laos to import up to 100MW of renewable hydropower through Thailand and Malaysia. This marked Singapore’s first renewable energy import, as well as the first multilateral cross-border electricity trade involving four ASEAN members, reported local media.

“It is clear that the region understands the role of energy reliability and resilience amidst various energy shocks,” said Yurnaidi.

  • The Philippines

Southeast Asian markets are also looking to attract foreign companies with expertise on renewable energy to develop their renewables sectors, said BMI’s Thoo.

“Renewables [here] are fairly less developed than China and Western markets,” he added.

In November, the Philippines removed Filipino ownership requirements in certain renewable energy resources, allowing foreign investors to fully own projects involving solar, wind, hydro or ocean energy resources, according to international law firm Baker McKenzie. Foreign firms could own only up to 40% of such energy projects in the past.

Foreign ownership is essential in facilitating renewable wind generation projects in the Philippines, which has the potential to install 21 gigawatts of offshore wind power by 2040, according to a report by the World Bank. That’s equivalent to about one-fifth of its electricity supply, the report pointed out.

The Philippines relies heavily on imported fossil fuels, putting it at risk of supply constraints and price increases, said the report.

But the World Bank said foreign companies can bring their knowledge and experience to the table, especially in helping renewable energy projects move from pre-development to later stages that involve higher expenditure.

Indonesia has also relaxed some foreign ownership restrictions to generate momentum in renewable energy investments.

For example, it now allows 100% foreign ownership of power transmission, power distribution and power generation (with a capacity of more than 1 megawatt) projects, according to the Asia Business Law Journal.

“We are optimistic that a lot of foreign investment will come in over the next few years, resulting in more renewable energy projects in the region,” said Yurnaidi.

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Ford pivots EV battery plants to grid + data center battery storage

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Ford pivots EV battery plants to grid + data center battery storage

Ford is jumping into the battery energy storage business, betting that booming demand from data centers and the electric grid can absorb the EV battery capacity it says it’s not using.

To achieve this, Ford plans to repurpose its existing EV battery manufacturing capacity in Glendale, Kentucky, into a dedicated hub for manufacturing battery energy storage systems.

Ford pivots from EVs to battery storage for data centers

Ford says it will invest about $2 billion over the next two years to scale the new business. The Kentucky site will be converted to build advanced battery energy storage systems larger than 5 megawatt-hours, including LFP prismatic cells, BESS modules, and 20-foot DC container systems — the kind of hardware increasingly used by data centers, utilities, and large-scale industrial companies.

The company plans to bring initial production online within 18 months, leaning on its manufacturing experience and licensed battery technology. By late 2027, Ford expects the business to deploy at least 20 gigawatt-hours of energy storage annually.

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The move follows a joint venture disposition agreement reached last week between Ford, SK On, SK Battery America, and BlueOval SK. Under the agreement, a Ford subsidiary will independently own and operate the Kentucky battery plants, while SK On will fully own and operate the Tennessee battery plant.

Ford is also planning a separate energy storage play in Michigan. At BlueOval Battery Park Michigan in Marshall, the company will produce smaller amp-hour LFP prismatic cells for residential energy storage systems. That plant is on track to begin manufacturing in 2026, and it will also supply batteries for Ford’s upcoming midsize electric truck — the first model built on the company’s new Universal EV Platform.

Electrek’s Take

Overall, the shift reflects Ford’s broader push toward what it calls “higher-return opportunities.” Alongside taking a step backward to add more gas-powered trucks and vans to its US manufacturing footprint, Ford says it will no longer produce some larger EVs, such as the Lightning F-150, where softer demand and higher costs are resulting from the lack of support for EVs by the Trump administration. (Batteries produced at the Glendale plant were for the all-electric Ford F-150 Lightning. The best-selling electric truck in the US in Q3, before the federal tax credit expired, was the Ford F-150 Lightning, with 10,005 EVs sold, a 39.7% year-over-year increase.)

With tax credits eliminated and regulatory uncertainty, Ford is pivoting to adjacent markets, including grid-scale and residential energy storage, to keep its battery plants running and justify billions in sunk investment.


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New patent from Stellantis promises to enhance EV battery safety

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New patent from Stellantis promises to enhance EV battery safety

Stellantis may have backed away from planned EVs like the all-electric Ram REV and range-topping Dodge Charger Daytona R/T EV, but the company isn’t standing still. A newly awarded patent outlines an innovative, foam-based thermal runaway suppression system that’s built into an EV’s battery pack.

The indisputable fact of the matter is that electric vehicles catch fire far less often — and far less frequently — than their combustion-powered brethren. Still, a number of highly-publicized early Tesla fires and poorly managed recall on the first-gen Chevy Bolt have linked “electric car” and “fire” in the minds of many Americans, and the ones who have been waiting to test the EV waters until a better safety solution came along are going to absolutely love this latest setup from Chrysler parent company Stellantis.

MoparInsiders is reporting on a new Stellantis patent awarded on a proactive battery safety system that’s designed to stop thermal runaway (read: fire) before it can cascade through an entire EV battery pack.

Rather than relying solely on passive barriers or post-event containment, Stellantis’ freshly patented system uses strategically placed foam channels and deployment mechanisms that can flood the affected cells with high insulation foam when abnormal heat is detected in a cell, isolating the problem area and dramatically slowing (if not outright stopping) the chain reaction that leads to catastrophic battery failure.

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The patent describes an electric car battery that, on the outside, will look familiar to EV enthusiasts, but there are some key differences “layered in” around the familiar bits. These include:

  • A bladder filled with a fire-retardant chemical; located close to the battery cells, typically between the cells and the top of the pack. It’s made from a flexible polymer, so it can be punctured when needed
  • Two sets of blades; the first aimed at the bladder, ready to pierce it and release the fire-retardant chemical while the second targets specific points on the coolant inlet line, outlet line, or heat sinks to rupture them and release cooling foam directly where it’s needed
  • Special coolant line sections; designed with small sealed apertures that closed off with a soft plug material that’s easy for the blades to pierce but strong enough to maintain pressure during normal operation
  • Actuation devices tied to a controller; that push the blades into the bladder and coolant components when a thermal event is detected

Special coolant lines


The system is integrated into the existing battery thermal management system, which already circulates coolant (typically a water/glycol mix) through heat sinks under or around the cells to manage normal operating temperatures.
Fire suppressant cooling lines; via Stellantis.

The system relies on a suite of existing temperature sensors throughout the battery pack, and seems like a viable enough solution to a problem that, while rare, certainly exists — and which looms large over America’s Early Majority tech adopters.

As for me, I think Stellantis should focus on bringing more compelling products to market and stop looking for ways to blame the customer, market, and government for its inability to sell Jeep products that, apparently, have enough markup to cover nearly $30,000 in discounts to help dealers move their metal. I look forward to hearing about your take in the comments.

SOURCE | IMAGES: US Patent Office, via MoparInsiders.


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Ford reveals next-generation F-150 Lightning EREV, but kills off the EV version

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Ford reveals next-generation F-150 Lightning EREV, but kills off the EV version

It’s official. The all-electric pickup is dead, but Ford is promising the F-150 Lightning EREV will be “every bit as revolutionary” as it shakes up EV plans once again.

Ford reveals next-gen F-150 Lightning EREV

Ford confirmed production of the current F-150 Lightning has ended as part of its updated Ford+ plan, which the company revealed on Monday.

The changes come as part of a broader shift from larger EVs, like the Lightning, to smaller, more affordable models.

While Ford still plans to launch lower-cost EVs based on its Universal EV Platform, the company is expanding its hybrid and extended range electric vehicle (EREV) lineup. By 2030, Ford expects 50% of its global volume to be hybrids, EREVs, and EVs, up from 17% in 2025.

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As part of its new plans, Ford said the next-generation F-150 Lightning will switch to an EREV powertrain. It will be assembled at the Rouge EV Center in Dearborn, Michigan, replacing the current all-electric pickup.

Ford-F-150-Lightning-EREV
Ford F-150 Lightning production (Source: Ford)

With production of the current-generation Lightning now concluded, Ford is sending workers from the Rouge EV Center to its Dearborn Truck Plant as it doubles down on gas and hybrids.

During its Q3 earnings call last month, Ford said the electric pickup would remain paused following a fire at Novelis’ plant in New York that disrupted aluminum supply.

Ford-F-150-Lightning-production
(Source: Ford)

The F-150 Lightning is a “groundbreaking” vehicle, according to Doug Field, Ford’s chief EV, digital, and design officer, that showed an electric pickup can be a great F-Series.

Field claims the “next-generation Lightning EREV is every bit as revolutionary.” It will still offer 100% electric power delivery, sub-5-second acceleration, an estimated combined range of 700+ miles, and it “tows like a locomotive.”

Ford also plans to replace its electric commercial van for North America with affordable gas- and hybrid-powered versions. It will be assembled at Ford’s Ohio Assembly Plant.

Ford-F-150-Lightning-production
Ford F-150 Lightning production at the Rouge EV Center (Source: Ford)

The move comes as part of Ford’s plans to launch five new affordable vehicles by the end of the decade, four of which will be assembled in the US. Ford also plans to offer gas, hybrid, and EREV options across nearly every vehicle in its lineup by then.

The first vehicle based on Ford’s new Universal EV Platform will be a midsize electric pickup, starting at around $30,000. It’s expected to be about the size of the Ranger or Maverick.

Ford-affordable-EV-platform
CEO Jim Farley presents the Ford Universal EV Platform in Kentucky (Source: Ford)

The news comes after SK On announced last week that it planned to end its joint venture with Ford to build EV batteries at three US gigafactories.

Ford is now planning to use the wholly owned EV battery plants in Kentucky and Michigan to launch a new battery energy storage business. The company plans to begin shipping BESS systems in 2027, with an annual capacity of 20 GWh.

“The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids, and high-margin opportunities like our new battery energy storage business,” CEO Jim Farley said on Monday.

The changes are designed to improve profitability and returns. Ford’s EV business, Model e, is now expected to reach profitability by 2029 with improvements in 2026.

Model e lost another $1.4 billion in Q3, bringing the total to $3.6 billion through September. Around $3 billion was due to its current EVs, while the other $600 million was spent on its next-gen models.

Although sales of the F-150 Lightning dropped 60.8% last month following the expiration of the $7,500 federal EV tax credit, Ford’s electric pickup remained the best-selling pickup in the US through September.

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