Rethink Energy 161: Lithium investment remains strong despite low prices, China's capacity mechanism secures coal fleet
Lithium chemical supply will more than triple by 2030, with mining investment remaining strong despite low prices. China's capacity market mechanism will secure the financial position of the country's 1,300 GW coal and gas fleet by introducing payments based on capacity, not just per kWh generated, as renewables reduce the utilization rate of coal-fired power stations. Two big hydrogen stocks have fallen this week, but this won't affect the mainline progress towards green hydrogen.\n\n
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