Electricity News in September 2021
Most planned U.S. battery storage additions in next three years to be paired with solar
U.S. Solar-Plus-Storage Growth 2021-2024 highlights rising battery storage co-location with solar PV, grid flexibility, RTO/ISO market signals, and ITC incentives, enabling peak shaving, firming renewable output, and reliable night-time power.
Key Points
Summary of U.S. plans pairing battery storage with solar PV, guided by RTO/ISO markets, grid needs, and ITC policy.
✅ 9.4 GW (63%) co-located with solar PV by 2024
✅ 97% of standalone capacity sited in RTO/ISO regions
✅ ITC improves project economics and grid services revenue
Of the 14.5 gigawatts (GW) of battery storage power capacity planned to come online amid anticipated growth in solar and storage in the United States from 2021 to 2024, 9.4 GW (63%) will be co-located with a solar photovoltaic (PV) solar-plus-storage power plant, based on data reported to us and published in our Annual Electric Generator Report. Another 1.3 GW of battery storage will be co-located at sites with wind turbines or fossil fuel-fired generators, such as natural gas-fired plants. The remaining 4.0 GW of planned battery storage will be located at standalone sites.
Historically, most U.S. battery systems have been located at standalone sites. Of the 1.5 GW of operating battery storage capacity in the United States at the end of 2020, 71% was standalone, and 29% was located onsite with other power generators.
Most standalone battery energy storage sites have been planned or built in power markets that are governed by regional transmission organizations (RTOs) and independent system operators (ISOs). RTOs and ISOs can enforce standard market rules that lay out clear revenue streams for energy storage projects in their regions, which promotes the deployment of battery storage systems. Of the utility-scale pipeline battery systems announced to come online from 2021 to 2024, 97% of the standalone battery capacity and 60% of the co-located battery capacity are in RTO/ISO regions.
Over 90% of the planned battery storage capacity outside of RTO and ISO regions will be co-located with a solar PV plant. At some solar PV co-located plants, the batteries can charge directly from the onsite solar generator when electricity demand and prices are low. They can then discharge electricity to the grid when peak demand is higher or when solar generation is unavailable, such as at night.
Although factors such as cloud cover can affect solar generation output, solar generators, now the number three renewable source in the U.S., in particular can effectively pair with battery storage because of their relatively regular daily generation patterns. This predictability works well with battery systems because battery systems are limited in how long they can discharge their power capacity before needing to recharge. If paired with a wind turbine, for example, a battery system could go days before having the opportunity to fully recharge.
Another advantage of pairing batteries with renewable generators is the ability to take advantage of tax incentives such as the Investment Tax Credit (ITC), which is available for solar projects, and other favorable government plans supporting deployment.
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Americans aren't just blocking our oil pipelines, now they're fighting Hydro-Quebec's clean power lines
Champlain Hudson Power Express connects Hydro-Québec hydropower to the New York grid via a 1.25 GW high voltage transmission line, enabling renewable energy imports, grid decarbonization, storage synergy, and reduced fossil fuel generation.
Key Points
A 1.25 GW cross-border transmission project delivering Hydro-Québec hydropower to New York City to displace fossil power.
✅ 1.25 GW buried HV line from Quebec to Astoria, Queens
✅ Supports renewable imports and grid decarbonization in NYC
✅ Enables two-way trade and reservoir storage synergy
Last week, Quebec Premier François Legault took to Twitter to celebrate after New York State authorities tentatively approved the first new transmission line in three decades, the Champlain Hudson Power Express, that would connect Quebec’s vast hydroelectric network to the northeastern U.S. grid.
“C’est une immense nouvelle pour l’environnement. De l’énergie fossile sera remplacée par de l’énergie renouvelable,” he tweeted, or translated to English: “This is huge news for the environment. Fossil fuels will be replaced by renewable energy.”
The proposed construction of a 1.25 gigawatt transmission line from southern Quebec to Astoria, Queens, known as the Champlain Hudson Power Express, ties into a longer term strategy by Hydro Québec: in the coming decade, as cities such as New York and Boston look to transition away from fossil fuel-generated electricity and decarbonize their grids, Hydro-Québec sees opportunities to supply them with energy from its vast network of 61 hydroelectric generating stations and other renewable power, as Quebec has closed the door on nuclear power in recent years.
Already, the provincial utility is one of North America’s largest energy producers, generating $2.3 billion in net income in 2020, and planning to increase hydropower capacity over the near term. Hydro-Quebec has said it intends to increase exports and had set a goal of reaching $5.2 billion in net income by 2030, though its forecasts are currently under review.
But just as oil and gas companies have encountered opposition to nearly every new pipeline, Hydro-Québec is finding resistance as it seeks to expand its pathways into major export markets, which are all in the U.S. northeast. Indeed, some fossil fuel companies that would be displaced by Hydro-Québec are fighting to block the construction of its new transmission lines.
“Linear projects — be it a transmission line or a pipeline or highway or whatever — there’s always a certain amount of public opposition,” Gary Sutherland, director of strategic affairs and stakeholder relations for Hydro-Québec, told the Financial Post, “which is a good thing because it makes the project developer ask the right questions.”
While Sutherland said he isn’t expecting opposition to the line into New York, he acknowledged Hydro-Québec also didn’t fully anticipate the opposition encountered with the New England Clean Energy Connect, a 1.2 gigawatt transmission line that would cost an estimated US$950 million and run from Quebec through Maine, eventually connecting to Massachusetts’ grid.
In Maine, natural gas and nuclear energy companies, which stand to lose market share, and also environmentalists, who oppose logging through sensitive habitat, both oppose the project.
In August, Maine’s highest court invalidated a lease for the land where the lines were slated to be built, throwing permits into question. Meanwhile, Calpine Corporation and Vistra Energy Corp., both Texas-based companies that operate natural gas plants in Maine, formed a political action committee called Mainers for Local Power. It has raised nearly US$8 million to fight the transmission line, according to filings with the Maine Ethics Commission.
Neither Calpine nor Vistra could be reached for comment by the time of publication.
“It’s been 30 years since we built a transmission line into the U.S. northeast,” said Sutherland. “In that time we have increased our exports significantly … but we haven’t been able to build out the corresponding transmission to get that energy from point A to point B.”
Indeed, since 2003, Hydro-Québec’s exports outside the province have grown from roughly two terrawatts per year to more than 30 terrawatts, including recent deals with NB Power to move more electricity into New Brunswick. The provincial utility produces around 210 terrawatts annually, but uses less than 178 terrawatts in Quebec.
Linear projects — be it a transmission line or a pipeline or highway or whatever — there’s always a certain amount of public opposition
In Massachusetts, it has signed contracts to supply 9.4 terrawatts annually — an amount roughly equivalent to 8 per cent of the New England region’s total consumption. Meanwhile, in New York, Hydro-Québec is in the final stages of negotiating a 25-year contract to sell 10.4 terawatts — about 20 per cent of New York City’s annual consumption.
In his tweets, Legault described the New York contract as being worth more than $20 billion over 25 years, although Hydro Québec declined to comment on the value because the contract is still under negotiation and needs approval by New York’s Public Services Commission — expected by mid-December.
Both regions are planning to build out solar and wind power to meet their growing clean energy needs and reach ambitious 2030 decarbonization targets. New York has legislated a goal of 70 per cent renewable power by that time, while Massachusetts has called for a 50 per cent reduction in emissions in the same period.
Hydro-Quebec signage is displayed on a manhole cover in Montreal. PHOTO BY BRENT LEWIN/BLOOMBERG FILES
According to a 2020 paper titled “Two Way Trade in Green Electrons,” written by three researchers at the Center for Energy and Environmental Policy Research at the Massachusetts’ Institute for Technology, Quebec’s hydropower, which like fossil fuels can be dispatched, will help cheaply and efficiently decarbonize these grids.
“Today transmission capacity is used to deliver energy south, from Quebec to the northeast,” the researchers wrote, adding, “…in a future low-carbon grid, it is economically optimal to use the transmission to send energy in both directions.”
That is, once new transmission lines and wind and solar power are built, New York and Massachusetts could send excess energy into Quebec where it could be stored in hydroelectric reservoirs until needed.
“This is the future of this northeast region, as New York state and New England are decarbonizing,” said Sutherland. “The only renewable energies they can put on the grid are intermittent, so they’re going to need this backup and right to the north of them, they’ve got Hydro-Québec as backup.”
Hydro-Québec already sells roughly 7 terrawatts of electricity per year into New York on the spot market, but Sutherland says it is constrained by transmission constraints that limit additional deliveries.
And because transmission lines can cost billions of dollars to build, he said Hydro-Québec needs the security of long-term contracts that ensure it will be paid back over time, aligning with its broader $185-billion transition strategy to reduce reliance on fossil fuels.
Sutherland expressed confidence that the Champlain Hudson Power Express project would be constructed by 2025. He noted its partners, Blackstone-backed Transmission Developers, have been working on the project for more than a decade, and have already won support from labour unions, some environmental groups and industry.
The project calls for a barge to move through Lake Champlain and the Hudson River, and dig a trench while unspooling and burying two high voltage cables, each about 10-12 centimetres in diameter. In certain sections of the Hudson River, known to have high concentrations of PCP pollutants, the cable would be buried underground alongside the river.
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Biden's proposed tenfold increase in solar power would remake the U.S. electricity system
US Solar Power 2050 Target projects 45% electricity from solar, advancing decarbonization with clean energy, wind, nuclear, hydropower, hydrogen, and scalable energy storage, while modernizing the grid and transmission to cut emissions and create jobs.
Key Points
A goal for solar to supply ~45% of US electricity by 2050, backed by energy storage and other low-carbon generation.
✅ Requires 1,050-1,570 GW solar and matching storage capacity
✅ Utility-scale buildout uses ~10M acres; rooftop 10-20% of capacity
✅ Complemented by wind, nuclear, hydropower, hydrogen, and flexible turbines
President Joe Biden has called for major clean energy investments as a way to curb climate change and generate jobs. On Sept. 8, 2021, the White House released a report produced by the U.S. Department of Energy that found that solar power could generate up to 45% of the U.S. electricity supply by 2050, compared to less than 4% today, with about 3% in 2020 noted by industry observers. The Conversation asked Joshua D. Rhodes, an energy technology and policy researcher at the University of Texas at Austin, what it would take to meet this target.
Why such a heavy focus on solar power? Doesn’t a low-carbon future require many types of clean energy, even though wind and solar could meet about 80% of demand according to some research?
The Energy Department’s Solar Futures Study lays out three future pathways for the U.S. grid: business as usual; decarbonization, meaning a massive shift to low-carbon and carbon-free energy sources; and decarbonization with economy-wide electrification of activities that are powered now by fossil fuels.
It concludes that the latter two scenarios would require approximately 1,050-1,570 gigawatts of solar power, which would meet about 44%-45% of expected electricity demand in 2050, even as renewables approach one-fourth of U.S. generation in the near term. For perspective, one gigawatt of generating capacity is equivalent to about 3.1 million solar panels or 364 large-scale wind turbines.
The rest would come mostly from a mix of other low- or zero-carbon sources, including wind, nuclear, hydropower, biopower, geothermal and combustion turbines run on zero-carbon synthetic fuels such as hydrogen. Energy storage capacity – systems such as large installations of high-capacity batteries – would also expand at roughly the same rate as solar, with record growth in solar and storage anticipated by industry in coming years.
One advantage solar power has over many other low-carbon technologies is that most of the U.S. has lots of sunshine. Wind, hydropower and geothermal resources aren’t so evenly distributed: There are large zones where these resources are poor or nonexistent.
Relying more heavily on region-specific technologies would mean developing them extremely densely where they are most abundant. It also would require building more high-voltage transmission lines to move that energy over long distances, which could increase costs and draw opposition from landowners – a key reason the grid isn't yet 100% renewable according to experts – in many regions.
Is generating 45% of U.S. electricity from solar power by 2050 feasible?
I think it would be technically possible but not easy. It would require an accelerated and sustained deployment far larger than what the U.S. has achieved so far, even as the cost of solar panels has fallen dramatically, and wind, solar and batteries are 82% of the utility-scale pipeline across the country. Some regions have attained this rate of growth, albeit from low starting points and usually not for long periods.
The Solar Futures Study estimates that producing 45% of the nation’s electricity from solar power by 2050 would require deploying about 1,600 gigawatts of solar generation. That’s a 1,450% increase from the 103 gigawatts that are installed in the U.S. today, even as wind and solar trend toward 30% of U.S. electricity in some outlooks. For perspective, there are currently about 1,200 gigawatts of electricity generation capacity of all types on the U.S. power grid.
The report assumes that 10%-20% of this new solar capacity would be deployed on homes and businesses. The rest would be large utility-scale deployments, mostly solar panels, plus some large-scale solar thermal systems that use mirrors to reflect the sun to a central tower.
Assuming that utility-scale solar power requires roughly 8 acres per megawatt, this expansion would require approximately 10.2 million to 11.5 million acres. That’s an area roughly as big as Massachusetts and New Jersey combined, although it’s less than 0.5% of total U.S. land mass.
I think goals like these are worth setting, but are good to reevaluate over time to make sure they represent the most prudent path.
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Atlantica - Regulatory Reform To Bring Greener Power To Atlantic Canada
Atlantic Canada Energy Regulatory Reform accelerates smart grids, renewables, hydrogen, and small modular reactors to meet climate targets, enabling interprovincial transmission, EV charging, and decarbonization toward a net-zero grid by 2035 with agile, collaborative policies.
Key Points
A policy shift enabling smart grids, clean energy, and transmission upgrades to decarbonize Atlantic Canada by 2035.
✅ Agile rules for smart grids, EV load, and peak demand balancing
✅ Interprovincial transmission: Maritime Link, NB-PEI, Atlantic Loop
✅ Supports hydrogen, SMRs, and renewables to cut GHG emissions
Atlantica Centre for Energy Senior Policy Consultant Neil Jacobsen says the future of Atlantic Canada’s electricity grid depends on agile regulations, supported by targeted research such as the $2M Atlantic grid study, that match the pace at which renewable technologies are being developed in the race to meet Canada’s climate goals.
In an interview, Jacobsen stressed the need for a more modernized energy regulatory framework, so the Atlantic Provinces can collaborate to quickly develop and adopt cleaner energy.
To this end, Atlantica released a paper that makes the case for responsive smart grid technology, the adaptation of alternative forms of clean energy, the adaptation of hydrogen as an energy source, petroleum price regulation in Atlantic Canada and small modular reactors.
Jacobsen said regulations need to match Canada’s urgency around reducing greenhouse gas emissions by 40 to 45 percent by 2030, achieving a net-neutral national power grid by 2035 and ultimately a net-zero grid by 2050 in Canada – and the goal that 50 percent of Canadian vehicle sales being electric by 2030.
“It’s an evolution of policy and regulations to adapt to a very aggressive timeline of aggressive climate change and decarbonization targets,” said Jacobsen.
“These are transformational energy and environmental commitments, so the path forward really requires the ability to introduce and adapt and move forward with new clean renewable energy technologies.”
Jacobsen said Atlantica’s recommendations are not a criticism of existing regulations– but an acknowledgment that they need to evolve.
He noted newer, clearer regulations will make way for new energy sources – particularly a region that has the countries highest rates of dependency on fossil fuels and growing climate risks, with Atlantic grids under threat from more intense storms.
“We have a long way to go, but at the same time, we have a lot to celebrate. Atlantic Canada is leading the country in reducing greenhouse gas emissions,” said Jacobsen.
“There are new ways of producing energy that requires us to be able to be much more responsive and this is an opportunity to create a higher level of alignment here, in Atlantic Canada.”
Jacobsen said Atlantica is looking to aid interprovincial cooperation in providing power, echoing calls for a western Canadian grid elsewhere, through projects like the 500-megawatt, 170-kilometre Maritime Link that transports power from the Muskrat Falls hydroelectric dam in Labrador, through Newfoundland and across the Cabot Strait, to Nova Scotia – or NB Power’s export of electricity to P.E.I., via sub-sea cables crossing the Northumberland Strait.
He noted streamlined regulations may allow for more potential wider-scale partnerships, like the proposed Atlantic Loop project, aligning with macrogrid investments that would involve upgrading transmission capacity on the East Coast to allow hydroelectric power from Labrador and Quebec to displace coal use in the region.
Atlantic Canada has led the way with adaption new renewable technologies, noted Jacobsen, referring to nuclear startups Moltex Energy and ARC Nuclear Canada’s efforts to develop small modular nuclear reactor technology in New Brunswick, as well as the potential of adopting hydrogen fuel technology and Nova Scotia’s strides in developing offshore renewable energy.
“I don’t think we have any choice other than to be forceful and aggressive in driving forward a renewable energy agenda.”
Jacobsen said cooperation between the Atlantic provinces is crucial because of how challenging it is to meet energy demand with heavy seasonal and daily variations in energy demand in the region – something smart grid technology could address.
Smart Grid Atlantic is a four-year research and demonstration program testing technologies that provide cleaner local power, support a smarter electricity infrastructure across the region, more renewable power, more information and control over power use and more reliable electricity.
“It can be challenging for utilities to meet those cyclical demands, especially as grids are increasingly exposed to harsh weather across Canada. Smart girds add knowledge of the flow of electrons in a way that can help even out those electricity demands – and quite frankly, those demands will only increase when you look at the electrification of the transportation sector,” he said.
Jacobsen said Atlantica’s paper and call for modernized regulations are only the beginning of a conversation.
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'That can keep you up at night': Lessons for Canada from Europe's power crisis
Canada Net-Zero Grid Lessons highlight Europe's energy transition risks: Germany's power prices, wind and solar variability, nuclear phaseout, grid reliability, storage, market design, policy reforms, and distributed energy resources for resilient decarbonization.
Key Points
Lessons stress an all-of-the-above mix, robust market design, storage, and nuclear to ensure reliability, affordability.
✅ Diversify: nuclear, hydro, wind, solar, storage for reliability.
✅ Reform markets and grid planning for integration and flexibility.
✅ Build fast: streamline permitting, invest in transmission and DERs.
Europe is currently suffering the consequences of an uncoordinated rush to carbon-free electricity that experts warn could hit Canada as well unless urgent action is taken.
Power prices in Germany, for example, hit a record 91 euros ($135 CAD) per megawatt-hour earlier this month. That is more than triple what electricity costs in Ontario, where greening the grid could require massive investment, even during periods of peak demand.
Experts blame the price spikes in large part on a chaotic transition to a specific set of renewable electricity sources - wind and solar - at the expense of other carbon-free supplies such as nuclear power. Germany, Europe’s largest economy, plans to close its last remaining nuclear power plant next year despite warnings that renewables are not being added to the German grid quickly enough to replace that lost supply.
As Canada prepares to transition its own electricity grid to 100 per cent net-zero supplies by 2035, with provinces like Ontario planning new wind and solar procurement, experts say the European power crisis offers lessons this country must heed in order to avoid a similar fate.
'A CAUTIONARY TALE'
“Some countries have rushed their transition without thinking about what people need and when they need it,” said Chris Bentley, managing director of Ryerson University’s Legal Innovation Zone who also served as Ontario’s Minister of Energy from 2011 to 2013, in an interview. “Germany has experienced a little bit of this issue recently when the wind wasn’t blowing.”
Wind power usually provides between 20 and 30 per cent of Germany’s electricity needs, but the below-average breeze across much of continental Europe in recent months has pushed that figure down.
“There is a cautionary tale from the experience in Europe,” said Francis Bradley, chief executive officer of the Canadian Electricity Association, in an interview. “There was also a cautionary tale from what took place this past winter in Texas,” he added, referring to widespread power failures in Texas spawned by a lack of backup power supplies during an unusually cold winter that led to many deaths.
The first lesson Canada must learn from those cautionary tales, Bradley said, “is the need to pursue an all-of-the-above approach.”
“It is absolutely essential that every opportunity and every potential technology for low-carbon or no-carbon electricity needs to be pursued and needs to be pursued to the fullest,” he said.
The more important lesson for Canada, according to Binnu Jeyakumar, is about the need for a more holistic, nuanced approach to our own net-zero transition.
“It is very easy to have runaway narratives that just pinpoint the blame on one or two issues, but the lesson here isn’t really about the reliability of renewables as there are failures that occur across all sources of electricity supply,” said Jeyakumar, director of clean energy for the Pembina Institute, in an interview.
“The takeaway for us is that we need to get better at learning how to integrate an increasingly diverse electricity grid,” she said. “It is not necessarily the technologies themselves, it is about how we do grid planning, how are our markets structured and are we adapting them to the trends that are evolving in the electricity and energy sectors.”
'ABSOLUTELY ENORMOUS' CHALLENGE IS 'ALMOST MIND-BENDING'
Canada already gets the vast majority of its electricity from emission-free sources. Hydro provides roughly 60 per cent of our power, nuclear contributes another 15 per cent and renewables such as wind and solar contribute roughly seven per cent more, according to federal government data.
Tempting as it might be to view the remaining 18 per cent of Canadian electricity that is supplied by oil, natural gas and coal as a small enough proportion that it should be relatively easy to replace, with some analyses warning that scrapping coal abruptly can be costly for consumers, the reality is much more difficult.
“It is the law of diminishing returns or the 80-20 rule where the first 80 per cent is easy but the last 20 per cent is hard,” Bradley explained. “We already have an electricity sector that is 80 per cent GHG-free, so getting rid of that last 20 per cent is the really difficult part because the low-hanging fruit has already been picked.”
Key to successfully decarbonizing Canada’s power grid will be the recognition that electricity demand is constantly growing, a point reinforced by a recent power challenges report that underscores the scale. That means Canada needs to build out enough emission-free power sources to replace existing fossil fuel-based supplies while also ensuring adequate supplies for future demand.
“It is one thing to say that by 2035 we are going to have a decarbonized electricity system, but the challenge really is the amount of additional electricity that we are going to need between now and 2035,” said John Gorman, chief executive officer of the Canadian Nuclear Association, which has argued that nuclear is key to climate goals in Canada, and former CEO of the Canadian Solar Industries Association, in an interview. “It is absolutely enormous, I mean, it is almost mind-bending.”
Canada will need to triple the amount of electricity produced nationwide by 2050, according to a report from SNC-Lavalin published earlier this year, and provinces such as Ontario face a shortfall over the next few years, Gorman said. Gorman said that will require adding between five and seven gigawatts of new installed capacity to Canada’s electricity grid every year from 2021 through 2050 or more than twice the amount of new power supply Canada brings online annually right now.
For perspective, consider Ontario’s Bruce Power nuclear facility. It took 27 years to bring that plant to its current 6.4 gigawatt (GW) capacity, but meeting Canada’s decarbonization goals will require adding roughly the equivalent capacity of Bruce Power every year for the next three decades.
“The task of creating enough electricity in the coming years is truly enormous and governments have not really wrapped their heads around that yet,” Gorman said. “For those of us in the energy sector, it is the type of thing that can keep you up at night.”
GOVERNMENT POLICY 'HELD HOSTAGE' BY 'DINOSAURS'
The Pembina Institute’s Jeyakumar agreed “the last mile is often the most difficult” and will require “a concerted effort both at the federal level and the provincial level.”
Governments will “need to be able to support innovation and solutions such as non-wires alternatives,” she said. “Instead of building a massive new transmission line or beefing up an old one, you could put a storage facility at the end of an existing line. Distributed energy resources provide those kinds of non-wires alternatives and they are already cost-effective and competitive with oil and gas.”
For Glen Murray, who served as Ontario’s minister of infrastructure and transportation from early 2013 to mid-2014 before assuming the environment and climate change portfolio until his resignation in mid-2017, that is a key lesson governments have yet to learn.
“We are moving away from a centralized distribution model to distributed systems where individual buildings and homes and communities will supply their own electricity needs,” said Murray, who currently works for an urban planning software company in Winnipeg, in an interview. “Yet both the federal and provincial governments are assuming that we are going to continue to have large, centralized generation of power, but that is simply not going to be the case.”
“Government policy is not focused on driving that because they are held hostage by their own hydro utilities and the big gas companies,” Murray said. “They are controlling the agenda even though they are the dinosaurs.”
Referencing the SNC-Lavalin report, Gorman noted as many as 45 small, modular nuclear reactors as well as 20 conventional nuclear power plants will be required in the coming decades, with jurisdictions like Ontario exploring new large-scale nuclear as part of that mix: “And that is in the context of also maximizing all the other emission-free electricity sources we have available as well from wind to solar to hydro and marine renewables,” Gorman said, echoing the “all-of-the-above” mindset of the Canadian Electricity Association.
There are, however, “fundamental rules of the market and the regulatory system that make it an uneven playing field for these new technologies to compete,” said Jeyakumar, agreeing with Murray’s concerns. “These are all solvable problems but we need to work on them now.”
'2035 IS TOMORROW'
According to Bentley, the former Ontario energy minister-turned academic, “the government's role is to match the aspiration with the means to achieve that aspiration.”
“We have spent far more time as governments talking about the goals and the high-level promises [of a net-zero electricity grid by 2035] without spending as much time as we need to in order to recognize what a massive transformation this will mean,” Bentley said. “It is easy to talk about the end-goal, but how do you get there?”
The Canadian Electricity Assocation’s Bradley agreed “there are still a lot of outstanding questions about how we are going to turn those aspirations into actual policies. The 2035 goal is going to be very difficult to achieve in the absence of seeing exactly what the policies are that are going to move us in that direction.”
“It can take a decade to go through the processes of consultations and planning and then building and getting online,” Bradley said. “Particularly when you’re talking about big electricity projects, 2035 is tomorrow.”
Jeyakumar said “we cannot afford to wait any longer” for policies to be put in place as the decisions governments make today “will then lock us in for the next 30 or 40 years into specific technologies.”
“We need to consider it like saving for retirement,” said Gorman of the Canadian Nuclear Association. “Every year that you don’t contribute to your retirement savings just pushes your retirement one more year into the future.”
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Cleaning up Canada's electricity is critical to meeting climate pledges
Canada Clean Electricity Standard targets a net-zero grid by 2035, using carbon pricing, CO2 caps, and carbon capture while expanding renewables and interprovincial trade to decarbonize power in Alberta, Saskatchewan, and Ontario.
Key Points
A federal plan to reach a net-zero grid by 2035 using CO2 caps, carbon pricing, carbon capture, renewables, and trade.
✅ CO2 caps and rising carbon prices through 2050
✅ Carbon capture required on gas plants in high-emitting provinces
✅ Renewables build-out and interprovincial trade to balance supply
A new tool has been proposed in the federal election campaign as a way of eradicating the carbon emissions from Canada’s patchwork electricity system.
As the country’s need for power grows through the decarbonization of transportation, industry and space heating, the Liberal Party climate plan is proposing a clean energy standard to help Canada achieve a 100% net-zero-electricity system by 2035, aligning with Canada’s net-zero by 2050 target overall.
The proposal echoes a report released August 19 by the David Suzuki Foundation and a group of environmental NGOs that also calls for a clean electricity standard, capping power-sector emissions, and tighter carbon-pricing regulations. The report, written by Simon Fraser University climate economist Mark Jaccard and data analyst Brad Griffin, asserts that these policies would effectively decarbonize Canada’s electricity system by 2035.
“Fuel switching from dirty fossil fuels to clean electricity is an essential part of any serious pathway to transition to a net-zero energy system by 2050,” writes Tom Green, climate policy advisor to the Suzuki Foundation, in a foreword to the report. The pathway to a net-zero grid is even more important as Canada switches from fossil fuels to electric vehicles, space heating and industrial processes, even as the Canadian Gas Association warns of high transition costs.
Under Jaccard and Griffin’s proposal, a clean electricity standard would be established to regulate CO2 emissions specifically from power plants across Canada. In addition, the plan includes an increase in the carbon price imposed on electricity system releases, combined with tighter regulation to ensure that 100% of the carbon price set by the federal government is charged to electricity producers. The authors propose that the current scheduled carbon price of $170 per tonne of CO2 in 2030 should rise to at least $300 per tonne by 2050.
In Alberta, Saskatchewan, Ontario, New Brunswick and Nova Scotia, the 2030 standard would mean that all fossil-fuel-powered electricity plants would require carbon capture in order to comply with the standard. The provinces would be given until 2035 to drop to zero grams CO2 per kilowatt hour, matching the 2030 standard for low-carbon provinces (Quebec, British Columbia, Manitoba, Newfoundland and Labrador and Prince Edward Island).
Alberta and Saskatchewan targeted
Canada has a relatively clean electricity system, as shown by nationwide progress in electricity, with about 80% of the country’s power generated from low- or zero-emission sources. So the biggest impacts of the proposal will be felt in the higher-carbon provinces of Alberta and Saskatchewan. Alberta has a plan to switch from coal-based electric power to natural gas generation by 2023. But Saskatchewan is still working on its plan. Under the Jaccard-Griffin proposal, these provinces would need to install carbon capture on their gas-fired plants by 2030 and carbon-negative technology (biomass with carbon capture, for instance) by 2035. Saskatchewan has been operating carbon capture and storage technology at its Boundary Dam power station since 2014, but large-scale rollout at power plants has not yet been achieved in Canada.
With its heavy reliance on nuclear and hydro generation, Ontario’s electricity supply is already low carbon. Natural gas now accounts for about 7% of the province’s grid, but the clean electricity standard could pose a big challenge for the province as it ramps up natural-gas-generated power to replace electricity from its aging Pickering station, scheduled to go out of service in 2025, even as a fully renewable grid by 2030 remains a debated goal. Pickering currently supplies about 14% of Ontario’s power.
Ontario doesn’t have large geological basins for underground CO2 storage, as Alberta and Saskatchewan do, so the report says Ontario will have to build up its solar and wind generation significantly as part of Canada’s renewable energy race, or find a solution to capture CO2 from its gas plants. The Ontario Clean Air Alliance has kicked off a campaign to encourage the Ontario government to phase out gas-fired generation by purchasing power from Quebec or installing new solar or wind power.
As the report points out, the federal government has Supreme Court–sanctioned authority to impose carbon regulations, such as a clean electricity standard, and carbon pricing on the provinces, with significant policy implications for electricity grids nationwide.
The federal government can also mandate a national approach to CO2 reduction regardless of fuel source, encouraging higher-carbon provinces to work with their lower-carbon neighbours. The Atlantic provinces would be encouraged to buy power from hydro-heavy Newfoundland, for example, while Ontario would be encouraged to buy power from Quebec, Saskatchewan from Manitoba, and Alberta from British Columbia.
The Canadian Electricity Association, the umbrella organization for Canada’s power sector, did not respond to a request for comment on the Jaccard-Griffin report or the Liberal net-zero grid proposal.
Just how much more clean power will Canada need?
The proposal has also kicked off a debate, and an IEA report underscores rising demand, about exactly how much additional electricity Canada will need in coming decades.
In his 2015 report, Pathways to Deep Decarbonization in Canada, energy and climate analyst Chris Bataille estimated that to achieve Canada’s climate net-zero target by 2050 the country will need to double its electricity use by that year.
Jaccard and Griffin agree with this estimate, saying that Canada will need more than 1,200 terawatt hours of electricity per year in 2050, up from about 640 terawatt hours currently.
But energy and climate consultant Ralph Torrie (also director of research at Corporate Knights) disputes this analysis.
He says large-scale programs to make the economy more energy efficient could substantially reduce electricity demand. A major program to install heat pumps and replace inefficient electric heating in homes and businesses could save 50 terawatt hours of consumption on its own, according to a recent report from Torrie and colleague Brendan Haley.
Put in context, 50 terawatt hours would require generation from 7,500 large wind turbines. Applied to electric vehicle charging, 50 terawatt hours could power 10 million electric vehicles.
While Torrie doesn’t dispute the need to bring the power system to net-zero, he also doesn’t believe the “arm-waving argument that the demand for electricity is necessarily going to double because of the electrification associated with decarbonization.”
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UK electric car inquiries soar during fuel supply crisis
UK Petrol Shortages Drive EV Adoption as fuel crisis spurs electric vehicles, plug-in car demand, home charging, lower running costs, zero-emission mobility, ULEZ compliance, accelerating the shift from diesel to battery EVs.
Key Points
Fuel shortages push drivers to EVs, boosting inquiries and sales while highlighting the convenience of home charging.
✅ Surge in EV dealer inquiries and test drives
✅ Home charging avoids queues and fuel shortages
✅ Policy signals: ULEZ expansion, 2030 ICE ban
Sellers of plug-in vehicles say petrol shortages are driving people to adopt the new technology as the age of electric cars accelerates worldwide.
As petrol stations in parts of the UK started running out of fuel on Friday, business at Martin Miller’s electric car dealership in Guildford, Surrey, started soaring.
After what ended up being his company EV Experts busiest day ever, interest does not appear to be dying down. This week the diary is booked up with test drives and the business is low on stock amid supply constraints.
“People buy electric cars for environmental reasons, for cost-saving reasons and because the technology’s great, even though higher upfront prices remain a concern,” he said. “But Friday was one of those moments where people said, ‘Do you know what, this is a sign that we need to go electric’.”
While scenes of chaos play out at petrol stations across the country amid shortages, for many electric vehicle (EV) dealers the fuel crisis has led to an unexpected surge in inquiries and sales, even as some question an electric-car revolution narrative today.
EVA England, a non-profit representing new and prospective EV drivers, reports a rise in electric car inquiries and in interest at EV dealers, particularly in the last week.
“Saturday was bonkers but Friday even surpassed that, it was very strange,” said Miller, who founded his company four years ago. “I’ve now got trade-in cars with no petrol to move them.”
Along with existing factors such as the expansion of London’s ultra-low emission zone, the fuel crisis has proved to be another trigger point, he said. “People were using it as ‘this is the moment where I’m not going to put this off any longer’.”
The EV market is no longer the preserve of innovators and early adopters, he said, with the most popular models the Nissan Leaf, Volkswagen ID 3 and Jaguar I-Pace.
Ben Strzalko, the owner of Electric Cars UK in Leyland, Lancashire, said that as a small business it would take a few months to feel the knock-on effect of the fuel crisis on sales.
But every time there are problems with petrol or diesel, he said they acted as “one more tick for people making that transition to electric cars”.
He said “a lot of electric car owners will be chuffed to bits this last week” being able to plug in their cars at home. And as an EV driver himself, he admitted feeling a little smug as he drove past queues of 20 cars outside petrol stations over the weekend in his Tesla.
Matt Cleevely, the owner of Cleevely Electric Vehicles in Cheltenham, Gloucestershire, which specialises in used EVs, had a surge of inquiries over the weekend and on Monday morning from customers citing the fuel crisis as a reason for switching to electric.
He expects enthusiasm to continue rising, with petrol shortages adding “fuel to the fire”.
Although he feels sorry for non-EV drivers who have been unable to get fuel, he said as an electric car owner it was “very nice” not to have to worry about where to get petrol at the weekend.
“It’s very convenient that we’ve been able to just fuel up on our driveway. It’s one of the biggest pros of having an electric vehicle.”
The National Franchised Dealers Association also said multiple dealers have reported a spike in EV enquiries since the start of the crisis.
The Society of Motor Manufacturers and Traders reported “bumper growth” in the sale of plug-in cars in July, reflecting broader global market growth in recent years, with battery electric vehicles comprising 9% of sales. Plug-in hybrids accounted for 8% of sales and hybrid electric vehicles nearly 12%. Also in July, more electric vehicles were registered than diesel for the second consecutive month.
The UK has pledged to ban the sale of new petrol and diesel cars by 2030 and of new hybrids by 2035, a timeline that aligns with expectations that within a decade most driving could be electric.
Warren Philips, the volunteer communities director at EVA England, said the tipping point for EVs had already been reached but the fuel crisis “underlines how electric cars could work for the majority of people”.
He added: “The interest is already there, this just adds to it. And going forward with things like Cop26, with the climate crisis, with the cost of fuel probably going to rise … people will start looking at electric cars where you just skip that entire step.”
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China power cuts: What is causing the country's blackouts?
China Energy Crisis drives electricity shortages, power cuts, and blackouts as coal prices surge, carbon-neutrality rules tighten, and manufacturing hubs ration energy, disrupting supply chains and industrial output ahead of winter demand peaks.
Key Points
A power shortfall from costly coal, price caps, and emissions targets, causing blackouts and industrial rationing.
✅ Coal prices soar while electricity tariffs are capped
✅ Factories in northeast hubs face rationing and downtime
✅ Supply chains risk delays ahead of winter demand
China is struggling with a severe shortage of electricity which has left millions of homes and businesses hit by power cuts.
Blackouts are not that unusual in the country but this year a number of factors have contributed to a perfect storm for electricity suppliers, including surging electricity demand globally.
The problem is particularly serious in China's north eastern industrial hubs as winter approaches - and is something that could have implications for the rest of the world.
Why has China been hit by power shortages?
The country has in the past struggled to balance electricity supplies with demand, which has often left many of China's provinces at risk of power outages.
During times of peak power consumption in the summer and winter the problem becomes particularly acute.
But this year a number of factors have come together to make the issue especially serious.
As the world starts to reopen after the pandemic, demand for Chinese goods is surging and the factories making them need a lot more power, highlighting China's electricity appetite in recent months.
Rules imposed by Beijing as it attempts to make the country carbon neutral by 2060 have seen coal production slow, even as the country still relies on coal for more than half of its power and as low-emissions generation is set to cover most global demand growth.
And as electricity demand has risen, the price of coal has been pushed up.
But with the government strictly controlling electricity prices, coal-fired power plants are unwilling to operate at a loss, with many drastically reducing their output instead.
Who is being affected by the blackouts?
Homes and businesses have been affected by power cuts as electricity has been rationed in several provinces and regions.
A coal-burning power plant can be seen behind a factory in China"s Inner Mongolia Autonomous Region
The state-run Global Times newspaper said there had been outages in four provinces - Guangdong in the south and Heilongjiang, Jilin and Liaoning in the north east. There are also reports of power cuts in other parts of the country.
Companies in major manufacturing areas have been called on to reduce energy usage during periods of peak demand or limit the number of days that they operate.
Energy-intensive industries such as steel-making, aluminium smelting, cement manufacturing and fertiliser production are among the businesses hardest hit by the outages.
What has the impact been on China's economy?
Official figures have shown that in September 2021, Chinese factory activity shrunk to the lowest it had been since February 2020, when power demand dropped as coronavirus lockdowns crippled the economy.
Concerns over the power cuts have contributed to global investment banks cutting their forecasts for the country's economic growth.
Goldman Sachs has estimated that as much as 44% of the country's industrial activity has been affected by power shortages. It now expects the world's second largest economy to expand by 7.8% this year, down from its previous prediction of 8.2%.
Globally, the outages could affect supply chains, including solar supply chains as the end-of-the-year shopping season approaches.
Since economies have reopened, retailers around the world have already been facing widespread disruption amid a surge in demand for imports.
China's economic planner, the National Development and Reform Commission (NDRC), has outlined a number of measures to resolve the problem, with energy supplies in the northeast of the country as its main priority this winter.
The measures include working closely with generating firms to increase output, ensuring full supplies of coal and promoting the rationing of electricity.
The China Electricity Council, which represents generating firms, has also said that coal-fired power companies were now "expanding their procurement channels at any cost" in order to guarantee winter heat and electricity supplies.
However, finding new sources of coal imports may not be straightforward.
Russia is already focused on its customers in Europe, Indonesian output has been hit by heavy rains and nearby Mongolia is facing a shortage of road haulage capacity,
Are energy shortages around the world connected?
Power cuts in China, UK petrol stations running out of fuel, energy bills jumping in Europe, near-blackouts in Japan and soaring crude oil, natural gas and coal prices on wholesale markets - it would be tempting to assume the world is suddenly in the grip of a global energy drought.
However, it is not quite as simple as that - there are some distinctly different issues around the world.
For example, in the UK petrol stations have run dry as motorists rushed to fill up their vehicles over concerns that a shortage of tanker drivers would mean fuel would soon become scarce.
Meanwhile, mainland Europe's rising energy bills and record electricity prices are due to a number of local factors, including low stockpiles of natural gas, weak output from the region's windmills and solar farms and maintenance work that has put generating operations out of action.
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Russia to triple electricity supplies to China
Amur-Heihe ETL Power Supply Tripling will expand Russia-China electricity exports, extending 750 MW DC full-load hours to stabilize northeast China grids amid coal shortages, peak demand spikes, and cross-border energy security concerns.
Key Points
Russia will triple electricity via Amur-Heihe ETL, boosting 750 MW DC operations to relieve shortages in northeast China.
✅ 500 kV converter station increases full-load hours from 5 to 16
✅ Supports Heilongjiang, Liaoning, and Jilin grids amid coal shortfall
✅ Cross-border 750 MW DC link enhances reliability, peak demand coverage
Russia will triple electricity supplies via the Amur-Heihe electric transmission line (ETL) starting October 1, China Central Television has reported, a move seen within broader shifts in China's electricity sector by observers.
"Starting October 1, the overhead convertor substation of 500 kW (750 MW DC) will increase its daily time of operation with full loading from 5 to 16 hours per day," the TV channel said.
"This measure will make it possible to dramatically ease the situation with the electricity supply," the report said. Electricity from this converting station is used in three northeastern provinces of China - Heilongjiang, Liaoning and Jilin, while regional markets are strained as India rations coal supplies amid surging demand today. In 29 years, Russia supplied over 30 bln kilowatt hours of electricity, according to the channel.
The Amur-Heihe overhead transnational power line was constructed for increasing electricity exports to China, where projections see electricity to meet 60% of energy use by 2060 according to Shell. It was commissioned in 2012. Its maximum capacity is 750 MW.
China’s Jiemian News reported on September 27 that, amid nationwide power cuts affecting grids, 20 regions were limited in electricity supplies to a various extent due to the ongoing coal deficit. In particular, in China’s northeastern provinces, restrictions on power consumption were imposed not only on industrial enterprises, but also on households, as well as on office premises, raising concerns for U.S. solar supply chains among downstream manufacturers.
Later, China’s financial media Zhongxin Jingwei noted that the coal deficit had been triggered by price hikes brought on by tightened national environmental standards and efforts to reduce coal power production across the country. Reduced coal imports amid disruptions in the work of foreign suppliers due to the coronavirus pandemic was an additional reason, and earlier power demand drops as factories shuttered compounded imbalances.
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China's electric carmakers make their move on Europe
Chinese EV Makers in Europe target the EU market with electric SUVs, battery swapping, competitive pricing, and subsidies, led by NIO, Xpeng, MG, and BYD, starting in Norway amid Europe's zero-emissions push.
Key Points
Chinese EV makers expanding into EU markets with tech, pricing, and lean retail to gain share.
✅ Early launches in Norway leverage EV incentives
✅ Compete via battery swapping, OTA tech, and price
✅ Mix of importers, online sales, and lean dealerships
China's electric carmakers are darting into Europe, hoping to catch traditional auto giants cold and seize a slice of a market supercharged by the continent's EV transition towards zero emissions.
Nio Inc (NIO.N), among a small group of challengers, launches its ES8 electric SUV in Oslo on Thursday - the first foray outside China for a company that is virtually unheard of in Europe even though it's valued at about $57 billion.
Other brands unfamiliar to many Europeans that have started selling or plan to sell cars on the continent include Aiways, BYD's (002594.SZ) Tang, SAIC's (600104.SS) MG, Dongfeng's VOYAH, and Great Wall's (601633.SS) ORA.
Yet Europe, a crowded, competitive car market dominated by famous brands, has proved elusive for Chinese carmakers in the past. They made strategic slips and also contended with a perception that China, long associated with cheap mass-production, could not compete on quality.
Indeed, Nio Chief Executive William Li told Reuters he foresees a long road to success in a mature market where it is "very difficult to be successful".
Chinese carmakers may need up to a decade to "gain a firm foothold" in Europe, the billionaire entrepreneur said - a forecast echoed by He Xiaopeng, CEO of electric vehicle (EV) maker Xpeng (9868.HK) who told Reuters his company needs 10 years "to lay a good foundation" on the continent.
These new players, many of which have only ever made electric vehicles, believe they have a window of opportunity to finally crack the lucrative market.
While electric car sales in the European Union more than doubled last year and jumped 130% in the first half of this year, even as threats to the EV boom persist, traditional manufacturers are still gradually shifting their large vehicle ranges over to electric and have yet to flood the thirsty market with models.
"The market is not that busy yet, if you compare it with combustion-engine models where each of the major carmakers has a whole range of vehicles," said Alexander Klose, who heads the foreign operations of Chinese electric vehicle maker Aiways.
"That is where we think we have an opportunity," he added on a drive around Munich in a U5, a crossover SUV on sale in Germany, the Netherlands, Belgium and France, where new EV rules are aimed at discouraging purchases of Chinese models.
The U5 starts at 30,000 euros ($35,000) in Germany - below the average new car price and most local EV prices - before factoring in 9,000 euros in EV subsidies, though France's EV incentives have tightened for Chinese models - and comes in just four colours and two trim levels to minimize costs.
'GERMAN PEOPLE BUY GERMAN CARS'
As Chinese carmakers gear up to enter Europe, they are trying out different business models, from relying on importers, low-cost retail options or building up more traditional dealerships.
The new reality that top Western carmakers like BMW (BMWG.DE) and Tesla Inc (TSLA.O) now produce cars in technological powerhouse China, where the EV market is intensely competitive, has likely undermined past perceptions of low quality workmanship - though they can be hard to shake.
Antje Levers, a teacher who lives in western Germany near the Dutch border, and her husband owned a diesel Chevrolet Orlando but wanted a greener option. They bought an Aiways U5 last year after plenty of research to fend off criticism for not buying local, and loves its handling and low running costs.
She said people had told her: "You can't buy a Chinese car, they're plastic and cheap and do not support German jobs." But she feels that is no longer true in a global car industry where you find German auto parts in Chinese cars and vice versa.
"German people buy German cars, so to buy a Chinese car you need to have a little courage," the 47-year-old added. "Sometimes you just have to be open for new things."
NIO LANDS IN NORWAY WITH NOMI
Nio launches its ES8 electric SUV alongside a NIO House - part-showroom, part-cafe and workspace for customers in the capital of Norway, a country that's also the initial base for Xpeng.
Norwegian state support for EVs has put the country at the forefront of the shift to electric. It makes sense as a European entry point because customers are used to electric vehicles so only have to be sold on an unknown Chinese brand, said Christina Bu, secretary general of the Norwegian EV Association.
"If you go to another European country you may struggle to sell both," said Bu, adding that her organisation has talked extensively with a number of Chinese EV makers keen to learn market specifics and consumer culture before launching there.
She is uncertain, though, how consumers will react to Nio's approach of swapping out batteries for customers rather than stopping to charge them, a contrast to other EV battery strategies in the industry, or the carmaker's strategy of leasing rather than selling batteries to customers.
"But where the Chinese are really at the forefront is the technology," she added, referring in particular to Nomi, the digital assistant in the dashboard of Nio's cars.
NEWCOMERS' STRATEGIES DIVERGE
One size does not fit all. While Nio and Xpeng have been hiring staff building up their organizations in Norway, SAIC's MG works through a car importer to sell cars in a handful of European markets.
Aiways is trying an lower-cost approach to selling cars in Europe, though Klose says it varies by market.
In Germany, for instance, the company sells its cars through Euronics, an association of independent electronics retailers, rather than building traditional dealerships.
It aims to sell across the EU by next year and to enter the U.S. market by 2023, said Klose, a former Volvo and Ford executive.
Past failed attempts by Chinese carmakers to conquer Europe are unlikely to hurt Chinese EV makers today, as consumers have grown accustomed to electronics coming from China, he added.
Such failures included Brilliance in 2007, whose vehicle received one out of five stars in a German car crash test, damaging the brand.
"The fact there are more Chinese carmakers entering the market will also help us, as it will make Chinese brands more accepted by consumers," Klose said.
Selling cars to Europeans is a "tough business, especially if your product isn't well known," said Arnie Richters, chairman of Brussels-based industry group Platform for Electromobility.
"But if they bring a lot of innovation they have a lot of opportunity."
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ABB claims its Terra 360 is the "world's fastest electric car charger"
ABB Terra 360 EV Charger offers 360 kW DC fast charging, ultra-fast top-ups, and multi-vehicle capability for Ionity, Electrify America, and depot installations, adding 100 km in under 3 minutes with compact footprint.
Key Points
ABB's Terra 360 is a 360 kW DC fast charger for EVs, powering up to four vehicles simultaneously with a compact footprint.
✅ 360 kW DC output; adds 100 km in under 3 minutes
✅ Charges up to four vehicles at once; small footprint
✅ Rolling out in Europe 2021; US and beyond in 2022
Swiss company ABB, which supplies EV chargers to Ionity and Electrify America amid intensifying charging network competition worldwide, has unveiled what it calls the "world's fastest electric car charger." As its name suggests, the Terra 360 has a 360 kW capacity, and as electric-car adoption accelerates, it could fully charge a (theoretical) EV in 15 minutes. More realistically, it can charge four vehicles simultaneously, saving space at charging stations.
The Terra 360 isn't the most powerful charger by much, as companies like Electrify America, Ionity and EVGo have been using 350 kW chargers manufactured by ABB and others since at least 2018. However, it's the "only charger designed explicitly to charge up to four vehicles at once," the company said. "This gives owners the flexibility to charge up to four vehicles overnight or to give a quick refill to their EVs in the day." They also have a relatively small footprint, allowing installation in small depots or parking lots, helping as US automakers plan 30,000 new chargers nationwide.
There aren't a lot of EVs that can handle that kind of charge. The only two approaching it are Porsche's Taycan, with 270 kW of charging capacity and the new Lucid Air, which allows for up to 300 kW fast-charging. Tesla's Model 3 and Model Y EVs can charge at up to 250 kW, while Hyundai's Ioniq 5 is rated for 232 kW DC fast charging in optimal conditions.
Such high charging levels aren't necessarily great for an EV's battery, and the broader grid capacity question looms as the American EV boom gathers pace. Porsche, for instance, has a battery preservation setting on its Plug & Charge Taycan feature that lowers power to 200 kW from the maximum 270 kW allowed — so it's essentially acknowledging that faster charging degrades the battery. On top of that, extreme charging levels don't necessarily save you much time, as Car and Driver found. Tesla recently promised to upgrade its own Supercharger V3 network from 250kW to 300kW, with energy storage solutions emerging to buffer high-power sites.
ABB's new chargers will be able to add 100 km (62 miles) of range in less than three minutes. They'll arrive in Europe by the end of the year and start rolling out in the US and elsewhere in 2022.
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The N.L. government is pushing the electric car but Labrador's infrastructure is lagging behind
Labrador EV Charging Infrastructure faces gaps, with few fast chargers; Level 2 dominates, fueling range anxiety for Tesla and Chevrolet Bolt drivers, despite rebates and Newfoundland's network linking St. John's to Port aux Basques.
Key Points
It refers to the current and planned network of Level 2 and Level 3 charging sites across Labrador.
✅ 2 public Level 2 chargers: Happy Valley-Goose Bay and Churchill Falls
✅ Phase 2: 3 fast chargers planned for HV-GB, Churchill Falls, Labrador City
✅ $2,500 rebates offered; rural range anxiety still deters buyers
Retired pilot Allan Carlson is used to crossing Labrador by air.
But he recently traversed the Big Land in an entirely new way, driving for hours on end in his electric car.
The vehicle in question is a Tesla Model S P100D, which Carlson says he can drive up to 500 kilometres on a full charge — and sometimes even a little more.
After catching a ferry to Blanc-Sablon, Que., earlier this month, he managed to reach Happy Valley-Goose Bay, over 600 kilometres away.
To get there, though, he had to use the public charging station in Blanc-Sablon. He also had to push the limits of what his car could muster.
But more affordable mass-market electric vehicles don't have the battery power of a top-of-the-range Tesla, prompting the Big Land's first EV owner to wonder when Labrador infrastructure will catch up to the high-speed charging network recently unveiled across Newfoundland this summer.
Phillip Rideout, an electrician who lives in Nain, bought a Chevrolet Bolt EV for his son — the range of which tops out at under 350 kilometres, depending on driving patterns and weather conditions.
He's comfortable driving the car within Nain but said he's concerned about traveling to southern Labrador on a single charge.
"It's a start in getting these 14 charging stations across the island," Rideout said of Newfoundland's new network, "but there is still more work to be done."
The provincial government continues to push an electric-vehicle future, however, even as energy efficiency rankings trail the national average, despite Labradorians like Rideout feeling left out of the loop.
Bernard Davis, minister of environment and climate change, earlier this month announced that government is accepting applications for its electric-vehicle rebate program, as the N.W.T. EV initiative pursues similar goals.
Under the $500,000 program, anyone looking to buy a new or used EV would be entitled to $2,500 in rebates, an attempt by the provincial government to increase EV adoption.
But according to a survey conducted this year by polling firm Leger for the Canadian Vehicle Manufacturer's Association, 51 per cent of rural Canadians found a lack of fast-charging public infrastructure to be a major deterrent to buying an electric car, even as Atlantic EV interest lags overall, according to recent data.
While Newfoundland's 14-charger network, operated by N.L. Hydro and Newfoundland Power, allows drivers to travel from St. John's to Port aux Basques, and 10 new fast-charging stations are planned along the Trans-Canada in New Brunswick, Labrador in contrast has just two publicly available charging locations: one at the YMCA in Happy Valley-Goose Bay and the other near the town office of Churchill Falls.
This is the proposed second phase of additional Level 2 and Level 3 charging locations across Labrador. (TakeChargeNL)
These are slower, Level 2 chargers, as opposed to newer Level 3 charging stations on the island. A Level 2 system averages 50 kilometres of range per hour, and a Level 3 systems can add up to 250 kilometres within the same time frame, making them about five times faster.
Even though all of the fast-charging stations have gone to Newfoundland, MHA for Lake Melville Perry Trimper is optimistic about Labrador's electric future.
Trimper has owned an EV in St. Johns since 2016, but told CBC he'd be comfortable driving it in Happy Valley-Goose Bay.
He acknowledged, however, that prospective owners in Labrador might not be able to drive far from their home charging outlet.
More promises
If rural skepticism driven by poor infrastructure continues, the urban population could lead the way in adoption, allowing the new subsidies to disproportionately go toward larger population centres, Davis acknowledged.
"Obviously people are not going to purchase electric vehicles if they don't believe they can charge them where they want to be or where they want to go," Davis said in an interview in early September.
Under the provincial government's Phase 2 proposal, Newfoundland and Labrador is projected to get 19 charging stations, with three going to Labrador in Happy Valley-Goose Bay, Churchill Falls and Labrador City, taking cues from NB Power's public network in building regional coverage.
Davis would not commit to a specific cutoff period for the rebate program or a timeline for the first fast-charging stations in Labrador to be built.
"At some point, we are not going to need to place any subsidy on electric vehicles," he said, "but that time is not today and that's why these subsidies are important right now."
Future demand
Goose Bay Motors manager Joel Hamlen thinks drivers in Labrador could shift away from gas vehicles eventually, even as EV shortages and wait times persist.
But he says it'll take investment into a charging network to get there.
"If we can get something set up where these people can travel down the roads and use these vehicles in the province … I am sure there will be even more of a demand," Hamlen said.
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Cost is the main reason stopping Canadians from buying an electric car: Survey
Canada EV Incentives drive adoption toward the 2035 zero-emission target, with rebates, federal and provincial programs boosting affordability amid concerns over charging infrastructure, range anxiety, and battery life, according to a BNN Bloomberg-Leger survey.
Key Points
Canada EV incentives are rebates and tax credits reducing EV costs to accelerate zero-emission vehicle adoption nationwide.
✅ Federal and provincial rebates reduce EV purchase prices
✅ Incentives offset range, battery, and charging concerns
✅ Larger incentives correlate with higher adoption rates
If the federal government wants to meet its ambitious EV goals of having all cars and passenger trucks sold in Canada be zero emissions by 2035, it’s going to have to do something about the cost of these vehicles.
A new survey from BNN Bloomberg and RATESDOTCA has found that cost is the number one reason stopping Canadians from buying an electric car.
The survey, which was conducted by Leger Marketing earlier this month, asked 1,511 Canadians if they were planning to purchase a new electric vehicle in the near future. It found that just over one in four, or 26 per cent of Canadians, are planning to do so, with Atlantic Canada lagging other regions. On the other hand, 19 per cent of Canadians are planning to buy a gas/diesel/hybrid card for their next purchase.
Those who aren’t planning on buying an EV were asked what the biggest reason for their decision was. By far, it was the price of these vehicles: 31 per cent of this group cited cost as the main reason for not electrifying their ride. Another 59 per cent of respondents cited it as a concern, but not the main one. Other reasons for not wanting to buy an electric vehicle included lack of infrastructure (18 per cent), range concerns (16 per cent), and battery life and replacement (13 per cent), and some report EV shortages and wait times too.
What’s interesting is that it’s clear that government incentives for EVs are the most powerful tool right now to drive adoption, though some argue subsidies are a bad idea for Canada. When asked if further government incentives would convince them to buy an electric vehicle, 78 per cent of those surveyed said yes.
That’s right. If more governments increased the incentives offered for buying electric vehicles, reaching the goal of only selling zero emission vehicles in Canada by 2035 would no longer be a pipe dream, despite 2035 mandate skepticism from some.
At the moment, only Quebec and B.C. offer government incentives to buy an electric vehicle, even as B.C. charging bottlenecks are predicted. The federal government offers up to a $5,000 incentive, with restrictions including a limit on the total price of the vehicle, and has signaled EV sales regulations are forthcoming. Ontario previously offered a rebate of up to $14,000, however, the popular program was cancelled when the Progress Conservative government was elected in 2018.
The cancellation led to a plunge in new electric vehicle sales in Ontario, falling more than 55 per cent in the first six months of 2019 when compared to the same time period in the previous year, according to Electric Mobility Canada.
It’s no surprise that the larger the incentive, the more Canadians will be swayed to buy an electric car. Perhaps what’s surprising is that the incentive doesn’t even have to be as large as the previous Ontario rebate was. The survey found that seven per cent of Canadians would buy an electric vehicle if they got an incentive ranging anywhere from $5,001-$7,250. A full 35 per cent said a $12,500 or higher incentive would convince them.
The majority of Canadians surveyed said they use their vehicles for leisure or commuting to work. Leisure uses include running errands and seeing friends and family, of which 43 per cent of respondents said was the primary way they used their vehicle. Meanwhile, 36 per cent said they primarily used their car to commute to work.
The survey also found that incentives were more effective at convincing younger people to buy an electric vehicle. Eighty-three per cent of those under the age of 55 could be swayed by new incentives. But for those over 55, only 66 per cent said they would change their mind.
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Electric Cars Have Hit an Inflection Point
U.S. EV Manufacturing Expansion accelerates decarbonization as Ford and SK Innovation invest in lithium-ion batteries and truck assembly in Tennessee and Kentucky, building new factories, jobs, and supply chain infrastructure in right-to-work states.
Key Points
A rapid scale-up of U.S. electric vehicle production, battery plants, and assembly lines fueled by major investments.
✅ Ford and SK build battery and truck plants by 2025
✅ $11.4B investment, 11,000 jobs in TN and KY
✅ Right-to-work context reshapes union dynamics
One theme of this newsletter is that the world’s physical infrastructure will have to massively change if we want to decarbonize the economy by 2050, which the United Nations has said is necessary to avoid the worst effects of the climate crisis. This won’t be as simple as passing a carbon tax or a clean-electricity mandate: Wires will have to be strung as the power grid expands; solar farms will have to be erected; industries will have to be remade. And although that kind of change can be orchestrated only by the government (hence the importance of the infrastructure bills in Congress), consumers and companies will ultimately do most of the work to make it happen.
Take electric cars, for instance. An electric car is an expensive, highly specialized piece of technology, but building one takes even more expensive, specialized technology—tools that tend to be custom-made, large and heavy, and spread across a factory or the world. And if you want those tools to produce a car in a few years, you have to start planning now, as the EV timeline accelerates ahead.
That’s exactly what Ford is doing: Last night, the automaker and SK Innovation, a South Korean battery manufacturer, announced that they were spending $11.4 billion to build two new multi-factory centers in Tennessee and Kentucky that are scheduled to begin production in 2025. The facilities, which will hire a combined 11,000 employees, will manufacture EV batteries and assemble electric F-series pickup trucks. While Ford already has several factories in Kentucky, this will be its first plant in Tennessee in six decades. The 3,600-acre Tennessee facility, located an hour outside Memphis, will be Ford’s largest campus ever—and its first new American vehicle-assembly plant in decades.
The politics of this announcement are worth dwelling on. Ford and SK Innovation were lured to Tennessee with $500 million in incentives; Kentucky gave them $300 million and more than 1,500 acres of free land. Ford’s workers in Detroit have historically been unionized—and, indeed, a source of power in the national labor movement. But with these new factories, Ford is edging into a more anti-union environment: Both Tennessee and Kentucky are right-to-work states, meaning that local laws prevent unions from requiring that only unionized employees work in a certain facility. In an interview, Jim Farley, Ford’s CEO, played coy about whether either factory will be unionized. (Last week, the company announced that it was investing $250 million, a comparative pittance, to expand EV production at its unionized Michigan facilities.)
That news might depress those on the left who hope that old-school unions, such as the United Auto Workers, can enjoy the benefits of electrification. But you can see the outline of a potential political bargain here. Climate-concerned Democrats get to see EV production expand in the U.S., creating opportunities for Canada to capitalize as supply chains shift, while climate-wary Republicans get to add jobs in their home states. (And unions get shafted.) Whether that bargain can successfully grow support for more federal climate policy, further accelerating the financial-political-technological feedback loop that I’ve dubbed “the green vortex,” remains to be seen.
Read: How the U.S. made progress on climate change without ever passing a bill
More important than the announcement is what it portends. In the past, environmentalists have complained that even when the law has required that automakers make climate-friendly cars, they haven’t treated them as a major product. It’s easy to tune out climate-friendly announcements as so much corporate greenwashing, amid recurring EV hype, but Ford’s two new factories represent real money: The automaker’s share of the investment exceeds its 2019 annual earnings. This investment is sufficiently large that Ford will treat EVs as a serious business line.
And if you look around globally, you’ll see that Ford isn’t alone. EVs are no longer the neglected stepchild of the global car industry. Here are some recent headlines:
Nine percent of new cars sold globally this year will be EVs or plug-in hybrids, according to S&P Global. That’s up from 3 percent two years ago, a staggering, iPhone-like rise.
GM, Ford, Volkswagen, Toyota, BMW, and the parent company of Fiat-Chrysler have all pledged that by 2030, at least 40 percent of their new cars worldwide will run on a non-gasoline source, and there is scope for Canada-U.S. collaboration as companies turn to electric cars. A few years ago, the standard forecast was that half of new cars sold in the U.S. would be electric by 2050. That timeline has moved up significantly not only in America, but around the world. (In fact, counter to its high-tech self-image, America is the laggard in this global transition. The two largest markets for EVs worldwide are China and the European Union.)
More remarkably (and importantly), automakers are spending like they actually believe that goal: The auto industry as a whole will pump more than $500 billion into EV investment by 2030, and new assembly deals are putting Canada in the race. Ford’s investment in these two plants represents less than a third of its planned total $30 billion investment in EV production by 2025, and that’s relatively small compared with its peers’. Volkswagen has announced more than $60 billion in investment. Honda has committed $46 billion.
Norway could phase out gas cars ahead of schedule. The country has one of the world’s most robust pro-EV policies, and it is still outperforming its own mandates. In the most recent accounting period, eight out of 10 cars had some sort of electric drivetrain. If the current trend holds, Norway would sell its last gas car in April of next year—and while I doubt the demise will be that steep, consumer preferences are running well ahead of its schedule to ban new gas-car sales by 2025.
