Double Carbon Evening News|Chairman of Honeycomb Energy: The lithium battery industry is facing the challenge of comprehensive surplus, and Glencore has abandoned the electric vehicle battery recycling center plan

According to the report, the development potential of virtual power plants in the Yangtze River Delta region is huge

On November 23, the Natural Resources Defense Council and China Electric Power Research Institute released the "Yangtze River Delta Virtual Power Plant Analysis". According to the report, the Yangtze River Delta region has a variety of terminal energy types, and the development potential of virtual power plants is huge. The gap between power supply and demand in the Yangtze River Delta is obvious, and there is an urgent need to promote the construction of virtual power plants. There are various types of virtual power plant construction in the region, which have the potential to learn from each other and develop synergistically.

The first wind and photovoltaic in Gansu Provinceenergy storageThe battery production project was put into production

11月23日，The first wind and photovoltaic in Gansu Provinceenergy storage电池生产项目，甘肃金拓锂电新能源有限公司2 GWh磷酸铁锂方形energy storage电池生产项目正式建成投产，首批磷酸铁锂方形energy storage电池已经生产下线。这种电池主要用于电动大巴车、电动重卡、电动船以及工商业energy storage和风光电energy storage领域。

Shandong's annual wind and solar power generation exceeded 100 billion kilowatt hours

On November 23, the State Grid Shandong Electric Power Company announced that Shandong's wind and solar power generation this year recently exceeded the 100 billion kilowatt-hour mark, reaching 100.07 billion kilowatt-hours. In recent years, the development of new energy in Shandong has maintained a strong trend, with an average annual growth rate of more than 30% in the installed capacity of new energy. As of the end of October, the total installed capacity of wind power and photovoltaic power in Shandong Power Grid reached 77.92 million kilowatts, leading the country.

Chairman of Honeycomb Energy: The lithium battery industry is facing a comprehensive situationExcess challenges

11月23日，蜂巢能源董事长杨红新在2023高工锂电年会上表示，今年锂电产业面临全面Excess challenges，预计2024年一季度需求环比下降20%，供需关系更加恶化，呈现过剩状态；二季度供给释放变缓，需求逐步抬升，有望迎来拐点。

Sany Renewable Energy won the bid for the first single unit capacity of 10 MWOnshore wind power projects

11月23日，三一重能(688349.SH)官微发布消息称，该公司近日中标黑龙江华电宁安风水山风电项目，所选机型为三一重能10 MW风电机组，是全国首个批量使用单机容量10 MW机组的Onshore wind power projects，创下全国陆上最大商业化风机新纪录。

Bosch plans to add a new lithium battery recycling division

Bosch Branch (300422.SZ) announced on November 23 that in order to meet the needs of the company's business development and strategic planning, and further improve the company's management level and operational efficiency, it plans to set up a new lithium battery recycling division, and the board of directors agreed to adjust the company's organizational structure.

Yueyang Forest Paper: Agricultural projects are expected to become a new area of carbon sink development

Yueyang Forest Paper said on the interactive platform on November 23 that the dry farmland carbon sink project that the company has signed is currently progressing normally according to the process. The company is actively negotiating other related agricultural carbon sequestration projects, and the relevant progress will be announced in the form of voluntary disclosure. In the upcoming launch of the National Certified Emission Reduction (CCER) emission reduction mechanism, agricultural projects are expected to become a new area of carbon sink development.

Glencore gives upElectric vehicleBattery Recycling Center Program

当地时间11月22日，意大利工会表示，由于授权程序的延误，瑞士矿业公司嘉能可将不再在意大利撒丁岛建设Electric vehicle电池回收厂。今年5月，嘉能可表示将与加拿大Li-Cycle公司合作开发该项目，并称该厂将利用从废旧汽车电池中提取的碎料生产锂和其他材料。