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Earth

Could Safer, Cheaper Modular Nuclear Plants Reshape Coal Country? (msn.com) 345

"No massive cooling towers, miles of concrete, expansive evacuation zones," writes the Washington Post, describing modular nuclear reactors instead as "space-age plants that can be small enough to fit in a large backyard," using "downsized" reactors like the ones on nuclear-powered submarines.

And America's coal country "is a ripe target for this experiment, with infrastructure that can be repurposed, capable workforces and communities eager to reclaim prominence in the energy economy." More than 300 retired and operating coal plants in the United States are good candidates for a nuclear conversion, according to a recent Department of Energy report that has touched off a frenzy of activity. Communities that previously rejected nuclear power as unsafe or a threat to the coal industry are now clamoring to be a part of what might be branded nuclear 2.0. "See that hilltop over there?" said Michael Hatfield, a former coal company engineer who is now the administrator for Wise County [in Virginia]. "If you put a nuclear plant someplace like that, it is not going to be near anybody's backyard. This would keep us in the forefront of the energy business. We see it as our future...."

It was only a year ago that nuclear power was banned in West Virginia, under a state law intended to protect the coal industry. The state is among several to either lift such a ban or pass a law encouraging development of small nuclear reactors over the last few years. Political leaders see opportunities to boost regional economies and to get a piece of the billions of dollars in subsidies for generating "advanced nuclear" power available through the recently enacted Inflation Reduction Act.... Virginia is among at least eight states pursuing a small reactor. At least another eight have launched feasibility studies, according to federal energy officials.

And back in Washington D.C. there's also high hopes for the technology: U.S. climate envoy John F. Kerry said in a recent interview with The Post that the technology's success is vital for meeting the world's goal of avoiding the most catastrophic fallout from climate change by limiting warming to 1.5 degrees Celsius.

"I don't think we get there without it," Kerry said.

Power

Activist Group Spreads Misinformation to Stop US Solar Projects (npr.org) 215

An activist group is spreading misinformation to stop solar projects in rural America Activist Group Spreads Misinformation to Stop US Solar Projects An energy company's plans for a solar plant powering 25,000 homes were thwarted after a four-year battle with a nonprofit that teamed with locals to restrict large-scale solar projects, reports NPR. That non-profit's name? "Citizens for Responsible Solar." "Citizens for Responsible Solar" is part of a growing backlash against renewable energy in rural communities across the United States. The group, which was started in 2019 and appears to use strategies honed by other activists in campaigns against the wind industry, has helped local groups fighting solar projects in at least 10 states including Ohio, Kentucky and Pennsylvania, according to its website.

"I think for years, there has been this sense that this is not all coincidence. That local groups are popping up in different places, saying the same things, using the same online campaign materials," says Michael Burger, executive director of the Sabin Center for Climate Change Law at Columbia University. Citizens for Responsible Solar seems to be a well-mobilized "national effort to foment local opposition to renewable energy," Burger adds. "What that reflects is the unfortunate politicization of climate change, the politicization of energy, and, unfortunately, the political nature of the energy transition, which is really just a necessary response to an environmental reality."

Citizens for Responsible Solar was founded in an exurb of Washington, D.C., by a longtime political operative named Susan Ralston who worked in the White House under President George W. Bush and still has deep ties to power players in conservative politics. Ralston tapped conservative insiders to help set up and run Citizens for Responsible Solar.... And when Ralston was launching the group, a consulting firm she owns got hundreds of thousands of dollars from the foundation of a leading GOP donor who is also a major investor in fossil fuel companies. It's unclear what the money to Ralston's firm was used for. Ralston has previously denied that Citizens for Responsible Solar received money from fossil fuel interests....

[H]er group's rhetoric points to a broader agenda of undermining public support for solar. Analysts who follow the industry say Citizens for Responsible Solar stokes opposition to solar projects by spreading misinformation online about health and environmental risks. The group's website says solar requires too much land for "unreliable energy," ignoring data showing power grids can run dependably on lots of renewables. And it claims large solar projects in rural areas wreck the land and contribute to climate change, despite evidence to the contrary.

Local politicians fear the political blowback from challenging misinformation, the article suggests — about both solar and wind projects. The result? "A 2022 report by the Sabin Center at Columbia University found 121 local policies around the country that are aimed at blocking or restricting renewable energy development, a nearly 18% increase from the year before."
Power

Netherlands Approves Building of New Nuclear Reactor For Medical Isotopes (pallasreactor.com) 39

A long-time Slashdot reader brings news from the EU: This week the Dutch Government approved the construction license for the PALLAS reactor, a new nuclear reactor to create medical isotopes. The PALLAS reactor will replace the 60 year old reactor in Petten which produces about one third of all the medical isotopes used globally. Receiving the building permit is a major milestone as highlighted here.
Transportation

Electric Vehicles Can Now Power Your Home for Three Days (msn.com) 163

There may soon come a time when your car "also serves as the hub of your personal power plant," writes the Washington Post's climate columnist. And then they tell the story of a New Mexico man named Nate Graham who connected a power strip and a $150 inverter to his Chevy Bolt EV during a power outage: The Bolt's battery powered his refrigerator, lights and other crucial devices with ease. As the rest of his neighborhood outside Albuquerque languished in darkness, Graham's family life continued virtually unchanged. "It was a complete game changer making power outages a nonissue," says Graham, 35, a manager at a software company. "It lasted a day-and-a-half, but it could have gone much longer." Today, Graham primarily powers his home appliances with rooftop solar panels and, when the power goes out, his Chevy Bolt. He has cut his monthly energy bill from about $220 to $8 per month. "I'm not a rich person, but it was relatively easy," says Graham "You wind up in a magical position with no [natural] gas, no oil and no gasoline bill."

Graham is a preview of what some automakers are now promising anyone with an EV: An enormous home battery on wheels that can reverse the flow of electricity to power the entire home through the main electric panel. Beyond serving as an emissions-free backup generator, the EV has the potential of revolutionizing the car's role in American society, transforming it from an enabler of a carbon-intensive existence into a key step in the nation's transition into renewable energy.

Some crucial context from the article:
  • Since 2000, the number of major outages in America's power grid "has risen from less than two dozen to more than 180 per year, based on federal data, the Wall Street Journal reports... Residential electricity prices, which have risen 21 percent since 2008, are predicted to keep climbing as utilities spend more than $1 trillion upgrading infrastructure, erecting transmission lines for renewable energy and protecting against extreme weather."
  • About 8% of U.S. homeowners have installed solar panels, and "an increasing number are adding home batteries from companies such as LG, Tesla and Panasonic... capable of storing energy and discharging electricity."
  • Ford's "Lightning" electrified F-150 "doubles as a generator... Instead of plugging appliances into the truck, the truck plugs into the house, replacing the grid."
  • "The idea is companies like Sunrun, along with utilities, will recruit vehicles like the F-150 Lightning to form virtual power plants. These networks of thousands or millions of devices can supply electricity during critical times."

Businesses

Lenovo Posts Worst Revenue Fall In 14 Years As PC Demand Slumps (reuters.com) 47

China's Lenovo reported a 24% revenue decline for the third quarter, its largest revenue fall in 14 years as global demand for electronics slumped, and said it would look to cut spending and make workforce adjustments. Reuters reports: The world's largest maker of personal computers (PCs) said on Friday that total revenue during the October-December quarter was $15.3 billion, down 24% from the same quarter a year earlier. The results trailed an average Refinitiv estimate of $16.39 billion drawn from seven analysts. The outbreak of COVID-19 in 2020 provided a huge boost in electronic sales for Lenovo and its peers worldwide as many people opted to work remotely and replaced or upgraded their equipment. However, demand has begun to fall and Lenovo's revenue started contracting in the July-September quarter last year.

Lenovo Chief Executive Officer Yang Yuanqing told an analyst call after its earnings that the entire PC and mobile market experienced a "severe downturn" in the last quarter, and the company was looking to reduce expenses and improve efficiency. Lenovo is aiming to reduce its run rate operational expenses by approximately $150 million to achieve a medium-term goal of doubling net margin, its chief financial officer, Wong Wai Ming, added. "This includes overall reduction in operational spending as well as workforce adjustments where necessary and appropriate." he said.

United Kingdom

Heata Offers UK Residents Free Hot Water In Exchange For Cooling Its Servers (tomshardware.com) 44

In exchange for installing one of Heata's water-heating server units in your home, the UK networking company will offer you free hot water for a year. Tom's Hardware reports: The unit doesn't replace your existing heating unit, it works alongside it -- providing some, but not all, of your hot water needs. According to the company, the unit will provide "a useful base load" of hot water, and can provide up to 4.8kWh of hot water per day, though the exact amount will depend on usage as well as other factors. Heata is obligated to provide a minimum of 2.5kWh per day. Heata estimates its hosts will save up to 200 pounds per year, based on average household hot water use.

Heata will take care of the installation, which takes under two hours and has been tested with British Gas engineers and checked to ensure it doesn't invalidate cylinder warranties with "a leading cylinder manufacturer." Not everyone will be eligible to join Heata's trial, of course -- Heata's unit is designed for vented domestic hot water cylinders with a diameter of 425 - 450mm, and there will need to be an adequate amount of clearance space around the unit for the installation. The unit will need both electricity and broadband to run. Heata will take care of the electricity via reimbursement: the electricity used to run the unit will be metered (visible to the host), and Heata will credit the host for the electricity used at 10% above the market rate.

It's not quite as clear how the broadband will be taken care of -- in Heata's FAQ on its trial signup page, it says that Heata will need to connect to your broadband to communicate with the units. While the company assures that "most of the time the unit will simply be sending some monitoring information (temperatures/fan speeds etc) back to base)," so you "shouldn't notice any impact," that's still not great from a privacy standpoint. [...] As for the server, you won't be able to access it or use it to mine crypto or whatever you were hoping to do with it. Heata sells its compute services to businesses looking for sustainable alternatives to data centers. The Heata trial lasts for one year, and may be extended, "depending on how things go." Heata says it will take care of removing the installed unit and re-insulating the section of the cylinder that the unit was attached to.

Power

Tesla To Open US Charging Network To Rivals In $7.5 Billion Federal Program (reuters.com) 125

Tesla will open part of its U.S. charging network to electric vehicles (EVs) made by rivals as part of a $7.5 billion federal program to expand the use of EVs to cut carbon emissions, the Biden administration said on Wednesday. Reuters reports: Such a move could help turn Tesla into the universal "filling station" of the EV era - and risk eroding a competitive edge for vehicles made by the company, which has exclusive access to the biggest network of high-speed Superchargers in the United States. By late 2024, Tesla will open 3,500 new and existing Superchargers along highway corridors to non-Tesla customers, the Biden administration said. It will also offer 4,000 slower chargers at locations like hotels and restaurants.

A White House official said at a briefing that Tesla would be eligible for a subsidy - including retrofitting its existing fleet - as long as its chargers would allow other vehicles with a federally backed charging standard called CCS to charge. The administration said Tesla has not committed to adopting CCS as its standard, but it must comply with the requirements to qualify for federal funds.

Apple

Apple To Unveil AR/VR Headset At WWDC, Report Says (9to5mac.com) 25

Apple has once again delayed its announcement event for the Apple AR/VR headset. Originally expected to debut in the spring, Bloomberg reports that Apple is now targeting its WWDC conference in June as the new date for the product's unveiling. 9to5Mac reports: That's a delay of two months compared to the previously-rumored April release date. The headset device, likely branded the 'Apple Reality Pro', will represent Apple's first hardware venture in the augmented reality and virtual reality market. The product has been many years in the making, and has faced multiple late-stage hardware and software development setbacks in the run up to launch.

Of course, nothing is set in stone until Apple officially announces the event publicly. But there was strong indications that Apple was originally ramping up for a mid-late 2022 debut. This was then pushed back to January of this year, and then April, and now early summer -- according to Bloomberg. The Bloomberg report says the reason for the latest delay is multi-faceted and both hardware and software issues are to blame.

Power

Ford Halts Production, Shipments of F-150 Lightning Over Possible Battery Issue (reuters.com) 82

Ford said on Tuesday that it had stopped production and shipments of its F-150 Lightning electric pickup after discovering a potential battery issue during pre-delivery checks. Reuters reports: "We are not aware of any incidences of this issue in the field," Ford spokesperson Emma Bergg said in an email. She said the production stop was issued at the start of last week. Ford added it was investigating the matter, which was earlier reported by CNBC and first reported by Motor Authority. Shares of the automaker were down 1% in afternoon trade. Bergg says Ford has not established a timeline for when production and the shipments will resume. "The team is diligently working on the root cause analysis," she told CNBC, adding the company is "doing the right thing by our customers" to resolve any potential issues before resuming production and shipments.
Cloud

Arlo's Security Cameras Will Keep Free Cloud Storage For Existing Customers After All (theverge.com) 21

Security camera company Arlo is reversing course on its controversial decision to apply a retroactive end-of-life policy to many of its popular home security cameras. The Verge reports: On Friday, Arlo CEO Matthew McRae posted a thread on Twitter, announcing that the company will not remove free storage of videos for existing customers and that it is extending the EOL dates for older cameras a further year to 2025. He also committed to sending security updates to these cameras until 2026. The end-of-life policy was due to go into effect January 1st, 2023, and removed a big selling point -- seven-day free cloud storage -- for many Arlo cams. McRae now says all users with the seven-day storage service will "continue to receive that service uninterrupted." But he did note that "any future migrations will be handled in a seamless manner," indicating there are changes coming still.

The thread did not provide details on specific models other than using the Arlo Pro 2 as an example of a camera that will now EOL in 2025 instead of 2024, as previously announced, with security updates continuing until 2026. There was also no update on the plans to remove other features, such as email notifications and E911 emergency calling, or whether "legacy video storage" will remain. The EOL policy applied to the following devices: Arlo Gen 3, Arlo Pro, Arlo Baby, Arlo Pro 2, Arlo Q, Arlo Q Plus, Arlo Lights, and Arlo Audio Doorbell.

Power

Electric Vehicles Could Match Gas-Powered Cars on Price This Year (seattletimes.com) 199

This year in America some electric cars could become "as cheap as or cheaper than cars with internal combustion engines," reports the New York Times, citing figures from the International Council on Clean Transportation, a research and advocacy group. Prices are likely to continue trending lower as Tesla, General Motors, Ford Motor and their battery suppliers ramp up new factories, reaping the cost savings that come from mass production. New electric vehicles from companies like Volkswagen, Nissan and Hyundai will add to competitive pressure.... Falling prices for materials like lithium and cobalt have also helped. The price of lithium used in batteries has fallen 20% from its peak in November, though the metal still costs more than twice as much as it did at the end of 2021. Cobalt has fallen by more than half since May, in part because carmakers are selling some models that do not require it, reducing demand. New lithium mines are beginning to produce ore, which could keep a lid on prices...

As electric-vehicle sales soar — rising 66% in the United States last year to 810,000, according to Kelley Blue Book — automakers are getting better at making them.... Auto executives say that they are finding it is easier and cheaper to design and build new electric models than gasoline-powered ones. The battery cells made by Ultium, for example, are part of a collection of components that can be mixed and matched in many types of vehicles. Carmakers have long used the same platforms in multiple models, but the strategy works even better with electric vehicles because the cars have far fewer parts than internal combustion vehicles. The Ultium platform cuts the time needed to develop a new vehicle by almost two years, Dan Nicholson, vice president of electrification at GM, said at a Federal Reserve Bank of Chicago conference in January. As a result, GM will be able to introduce three Chevrolet electric vehicles this year: the Equinox, a Silverado pickup truck and a Blazer SUV. "That's how we get the economies of scale," Nicholson said.

The article cite's legislation passed last year subsidizing battery manufacturers, which "could cut the cost of making electric vehicles by as much as $9,000," as well as the legislation's tax credits for cars priced below $55,000.

But besides making it cheaper to purchase an electric car, "the car will need less maintenance," the article points out, "and the electricity to power it will cost less than the gasoline used by its combustion engine equivalent."

Thanks to long-time Slashdot reader 140Mandak262Jamuna for sharing the article.
Open Source

'Mycroft' Open-Source Voice Assistant Out of Funds, Can't Fulfill Remaining Kickstarter Rewards (kickstarter.com) 46

In 2019 Slashdot covered Mycroft, an open-source voice assistant for Linux-based devices (including Raspberry Pi boards). But this week the company's CEO posted on Kickstarter that "without immediate new investment, we will have to cease development by the end of the month....

"We will still be shipping all orders that are made through the Mycroft website, because these sales directly cover the costs of producing and shipping the products. However we do not have the funds to continue fulfilling rewards from this crowdfunding campaign, or to even continue meaningful operations."

The announcement details Mycroft's long, strange trip, from a hardware-focused partner that couldn't provide stable hardware to their switch to using off-the-shelf parts — followed by supply chain disruptions (with hefty import and manufacturing fees): The best plan we could devise to fulfill the remaining campaign rewards was to use the slim margins we have on new sales to cover the increased costs of hardware production. With that plan in mind, we pushed forward and started production. We got plastic injection molds cast. We started printing custom PCBs. We engaged audio engineers to optimize the quality and volume of the sound output. We got the device FCC and CE approved. Many of these steps took multiple iterations to get right, and there are many more things that I'm glossing over. All up this costs — a lot of money. Far more than the total contributions from the campaign, which is why I personally committed so much additional funding. I could see a clear way forward that strengthened Mycroft as a project, as a business, and as a community.

So what went wrong? The single most expensive item that I could not predict was our ongoing litigation against the non-practicing patent entity that has never stopped trying to destroy us. If we had that million dollars we would be in a very different state right now.

With so much of our focus on hardware, and less funding to devote to improving our software — the quality and features available on the Mark II at launch were clearly underwhelming. It is more robust and stable than it has ever been, but this came at the cost of fewer new features. That in turn I believe has resulted in less than flattering reviews, and little mainstream coverage. The hardware itself has proven itself to be a solid base to work from, but without good reviews you get less sales, and without strong sales, the plan doesn't work.

Thanks to stx23 (Slashdot reader #14,942) for sharing the news.
Power

US-Based EV Battery Recycling Company Predicts Material For 1M EVs a Year (politico.com) 67

Last year Redwood Materials announced a new program recycling EV batteries (including partnerships with Ford and Volvo). Now Politico reports that America's Department of Energy tentatively awarded them a $2 billion loan, "which the company says will allow it to produce enough battery materials to enable the production of more than a million electric vehicles a year." The Nevada-based company said it plans to ultimately ramp up to producing 100 gigawatt-hours annually of ultra-thin battery-grade materials from both new and recycled sources in the United States for the first time." Redwood founder CEO JB Straubel, who previously worked at Tesla, said at an event announcing the loan that he had a "front row seat" while at the Elon Musk-helmed electric vehicle maker to "some of the bigger challenges the the entire industry would face as it scales," particularly around the battery materials supply chain. "It was somewhat clear even way back then, eight years ago, that this would be a really big bottleneck for the entire industry as it scaled," Straubel said....

Redwood plans to manufacture battery anodes, containing copper and graphite, and cathodes, containing all the critical metals in a battery — like lithium, nickel, and cobalt — amounting to nearly 80 percent of the materials cost of a lithium-ion battery.

A Detroit newspaper reports Ford will also announce plans Monday to help build a $2.5 billion electric-vehicle battery plant in Michigan.

In fact, this year in America some electric cars could become "as cheap as or cheaper than cars with internal combustion engines," reports the New York Times — specifically because of "increased competition, government incentives and falling prices for lithium and other battery materials."
Power

Several US Universities Want to Use Micronuclear Reactors (apnews.com) 69

The University of Illinois plans to apply for a construction permit for a high-temperature, gas-cooled micronuclear reactor, reports the Associated Press, "and aims to start operating it by early 2028."

And they're not the only ones interested in the technology: Last year, Penn State University signed a memorandum of understanding with Westinghouse to collaborate on microreactor technology. Mike Shaqqo, the company's senior vice president for advanced reactor programs, said universities are going to be "one of our key early adopters for this technology." Penn State wants to prove the technology so that Appalachian industries, such as steel and cement manufacturers, may be able to use it, said Professor Jean Paul Allain, head of the nuclear engineering department. Those two industries tend to burn dirty fuels and have very high emissions....

"I do feel that microreactors can be a game-changer and revolutionize the way we think about energy," Allain said. For Allain, microreactors can complement renewable energy by providing a large amount of power without taking up much land. A 10-megawatt microreactor could go on less than an acre, whereas windmills or a solar farm would need far more space to produce 10 megawatts, he added. The goal is to have one at Penn State by the end of the decade....

Nuclear reactors that are used for research are nothing new on campus. About two dozen U.S. universities have them. But using them as an energy source is new.

Other examples from the article:
  • Purdue University in Indiana "is working with Duke Energy on the feasibility of using advanced nuclear energy to meet its long-term energy needs."
  • Abilene Christian University in Texas "is leading a group of three other universities with the company Natura Resources to design and build a research microreactor cooled by molten salt to allow for high temperature operations at low pressure, in part to help train the next generation nuclear workforce."

Portables

System76 Announces Redesigned 'Pangolin' AMD/Linux Laptop (9to5linux.com) 42

System76 is announcing a "fully redesigned" version of its AMD-only Linux-powered "Pangolin" laptop with an upgraded memory, storage, processor, and display.

9to5Linux reports: It features the AMD Ryzen 7 6800U processor with up to 4.7 GHz clock speeds, 8 cores, 16 threads, and AMD Radeon 680M integrated graphics.... a 15.6-inch 144Hz Full HD (1920 x 1080) display [using 12 integrated Radeon graphics cores] with a matte finish, a sleek magnesium alloy chassis, and promises up to 10 hours of battery life with its 70 Wh Li-Ion battery. It also features a single-color backlit US QWERTY Keyboard and a multitouch clickpad. Under the hood, the Linux-powered laptop boasts 32 GB LPDDR5 6400 MHz of RAM and it can be equipped with up to 16TB PCIe 4.0 NVMe M.2 SSD storage. Another cool feature is the hardware camera kill switch for extra privacy....

As with all of System76's Linux-powered laptops, the all-new Pangolin comes pre-installed with System76's in-house built Pop!_OS Linux distribution featuring the GNOME-based COSMIC desktop and full disk-encryption or with Ubuntu 22.04 LTS.

Power

US Will See More New Battery Capacity Than Natural Gas Generation In 2023 (arstechnica.com) 97

The US' Energy Information Agency (EIA) expects the nation's electrical grid to add more power (just under 55 GW), "and solar will be over half of it, at 54 percent," reports Ars Technica. "Another trend that's apparent is the reversal of the vast expansion in natural gas use following the development of fracking." From the report: In most areas of the country, solar is now the cheapest way to generate power, and the grid additions reflect that. The EIA also indicates that at least some of these are projects that were delayed due to pandemic-induced supply chain disruptions. As has been typical, Texas and California will account for the lion's share of the 29 GW of new capacity, with Texas alone adding 7.7 GW, and California another 4.2 GW. Another trend that's apparent is the reversal of the vast expansion in natural gas use following the development of fracking. Last year, natural gas generation accounted for 9.6 GW of the new capacity; this year, that figure is shrinking to 7.5 GW. And, strikingly, the EIA indicates that 6.2 GW of natural gas generating capacity is going to be shut down this year, meaning that there's a net growth of only 1.2 GW. Should current trends continue, we may actually see a net decline in natural gas generating capacity next year.

The last big trend is the rapid growth of batteries. While these don't generate electricity, they are increasingly providing the equivalent function of a power plant, in the sense that they send power to the grid when it's needed. However you want to view them, they're booming, going from 11 percent of the new capacity last year (5.1 GW) to 17 percent this year. At 9.4 GW of new batteries, the additions have nearly doubled in just a year, pushing the new battery capacity ahead of natural gas and into second place. While it doesn't represent a trend, there's also big news for nuclear power: The last two reactors that had been under construction at the Vogtle site in Georgia will be coming online. Their operators expect that one of the 1.1 GW plants will start operating in March, and the second in December. Given the plant's history of delays, it will be no surprise if the latter slips into next year.

The other major source of additions, wind power, appears to have entered a period of stagnation. It saw a burst of new construction at the start of the decade in advance of expiring tax credits. But, even though those credits were restored by the Inflation Reduction Act, construction of new facilities hasn't returned to its previous levels. Only six gigawatts of new wind are expected this year, down slightly from last year. Things may pick up in the second half of the decade as planners take the Inflation Reduction Act into account and offshore wind facilities start construction. The final piece of the story is the continued decline in coal plants. No new ones will be completed this year, and none are in planning. By contrast, nearly nine gigawatts of existing coal facilities will be shut down.

Hardware

PC CPU Shipments See Steepest Decline In 30 Years (tomshardware.com) 128

According to a new report by Dean McCarron of Mercury Research, the x86 processor market has just endured "the largest on-quarter and on-year declines in our 30-year history." "Based on previously published third-party data, McCarron is also reasonably sure that the 2022 Q4 and full-year numbers represent the worst downturn in PC processor history," adds Tom's Hardware. From the report: The x86 processor downturn observed has been precipitated by the terrible twosome of lower demand and an inventory correction. This menacing pincer movement has resulted in 2022 unit shipments of 374 million processors (excluding ARM), a figure 21% lower than in 2021. Revenues were $65 billion, down 19 percent YoY. McCarron was keen to emphasize that Mercury's gloomy stats about x86 shipments through 2022 do not necessarily directly correlate with x86 PC (processors) shipments to end users. Earlier, we mentioned that the two downward driving forces were inventory adjustments and a slowing of sales -- but which played the most significant part in this x86 record slump?

The Mercury Research analyst explained, "Most of the downturn in shipments is blamed on excess inventory shipping in prior quarters impacting current sales." A perfect storm is thus brewing as "CPU suppliers are also deliberately limiting shipments to help increase the rate of inventory consumption... [and] PC demand for processors is lower, and weakening macroeconomic concerns are driving PC OEMs to reduce their inventory as well." Mercury also asserted that the trend is likely to continue through H1 2023. Its thoughts about the underlying inventory shenanigans should also be evidenced by upcoming financials from the major players in the next few months. [...]

McCarron shines a glimmer of light in the wake of this gloom, reminding us that overall processor revenue was still higher in 2022 than any year before the 2020s began. Another ray of light shone on AMD, with its gains in server CPU share, one of the only segments which saw some growth in Q4 2022. Also, AMD gained market share in the shrinking desktop and laptop markets.

Power

Wind Turbine Giant Develops Solution To Keep Blades Out of Landfills (bloomberg.com) 145

Vestas, the world's largest producer of wind turbines, says it has developed a chemical solution that allows the blades -- made with durable epoxy resin -- to be broken down and recycled. Bloomberg reports: "This signals a new era for the wind industry," Vestas said in a statement. If it's implemented at scale, the technology can be used on both old blades sitting in landfills and those in active wind farms, the company added. It's a potential solution for what could be a massive sustainability problem for the wind industry. Industry body Wind Europe has previously estimated that about 25,000 metric tons of blades a year will be decommissioned by 2025, rising to 52,000 tons a year by 2030. The group has called on European authorities to ban blades from going into landfills.

Vestas's process is the result of joint initiative including Denmark's Aarhus University and US-based Olin Corp. The company now plans to move it from the lab to a pilot project for two years, before rolling it out on a commercial scale. Its cost hasn't been disclosed.

Power

EverWind Gets Approval For North America's First Green Hydrogen Facility (reuters.com) 62

EverWind Fuels has become the first green hydrogen producer in North America to secure the necessary permits for a commercial-scale facility on Tuesday. Reuters reports: Provincial authorities in Canada granted environmental approval for EverWind to begin converting a former oil storage facility and marine terminal at Point Tupper in Nova Scotia into a green hydrogen and ammonia production hub. [...] EverWind expects the project's first phase, producing and exporting 200,000 tonnes per annum, to be online in 2025, before ramping up to 1 million tonnes per annum the following year. The company has agreements with German energy firms E.ON and Uniper to acquire the production. "To get the permit is a big deal," said Vichie, who co-founded Stonepeak Infrastructure Partners and also worked at Blackstone. The green hydrogen produced by EverWind's facility will be combined with nitrogen and converted into ammonia before being shipped, in liquid form, in tankers to Germany, where it can be retained as ammonia or turned back into green hydrogen.

Production during the facility's first phase will be powered using wind and solar assets to be built nearby, Vichie said. The company in December leased 137,000 acres (55,440 hectares) which will eventually site turbines generating 2 gigawatts of wind energy, that will power production in its second, larger phase. "This provides an amazing green growth path for Atlantic Canada, where they have some of the world's best wind resources," Vichie said. The overall cost of the project is expected to be around $6 billion. Three banks are helping arrange debt funding, while Vichie's family office is providing equity capital, he said.
In other hydrogen-related news, the Federal Aviation Administration (FAA) granted Universal Hydrogen approval to fly its 40+ passenger hydrogen electric plane.
Power

EV Batteries Getting Second Life On California Power Grid (reuters.com) 80

Hundreds of used electric vehicle battery packs are enjoying a second life at a California facility connected to the state's power grid, according to a company pioneering technology it says will dramatically lower the cost of storing carbon-free energy. Reuters reports: B2U Storage Solutions, a Los Angeles-based startup, said it has 25 megawatt-hours of storage capacity made up of 1,300 former EV batteries tied to a solar energy facility in Lancaster, California. The project is believed to be the first of its kind selling power into a wholesale market and earned $1 million last year, according to Chief Executive Freeman Hall. B2U's technology allows the EV battery packs to be bundled together without having to be taken apart first. Founded in 2019, the company is backed by Japanese trading company Marubeni Corp.

By extending the batteries' lives, project developers can save both resources and costs. Hall estimates that a system like B2U's could lower grid-scale battery capital costs by about 40%. "Second life and re-use helps the overall lifecycle be more energy efficient, given all the efforts that go into making that battery," Hall said in an interview. "So you're getting maximum value out of it." Batteries are worked hard during their years powering vehicles, and over time their range deteriorates. But they still hold value as stationary storage, which has gentler demands, Hall said. The batteries in the B2U system are up to 8-years old and once powered vehicles built by Honda and Nissan.

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