Electricity News in December 2023
California Takes the Lead in Electric Vehicle and Charging Station Adoption
California EV Adoption leads the U.S., with 37% of registered electric vehicles and 27% of charging locations, spanning Level 1, Level 2, and DC Fast stations, aligned with OCPI and boosted by CALeVIP funding.
Key Points
California EV adoption reflects the state's leading EV registrations and growth in private charging infrastructure.
✅ 37% of U.S. EVs, 27% of charging locations in 2022
✅ CALeVIP funding boosts public charging deployment
✅ OCPI-aligned data; EVs per charger rose to 75 in CA
California has consistently been at the forefront of electric vehicle (EV) adoption, with EV sales topping 20% in California underscoring this trend, and the proliferation of EV charging stations in the United States, maintaining this position since 2016. According to recent estimates from our State Energy Data System (SEDS), California accounts for 37% of registered light-duty EVs in the U.S. and 27% of EV charging locations as of the end of 2022.
The vehicle stock data encompass all registered on-road, light-duty vehicles and exclude any previous vehicle sales no longer in operation. The data on EV charging locations include both private and public access stations for Legacy, Level 1, Level 2, and DC Fast charging ports, excluding EV chargers in single-family residences. There is a data series break between 2020 and 2021, when the U.S. Department of Energy updated its data to align with the Open Charge Point Interface (OCPI) international standard, reflecting changes in the U.S. charging infrastructure landscape.
In 2022, the number of registered EVs in the United States, with U.S. EV sales soaring into 2024 nationwide, surged to six times its 2016 figure, growing from 511,600 to 3.1 million, while the number of U.S. charging locations nearly tripled, rising from 19,178 to 55,015. Over the same period, California saw its registered EVs more than quadruple, jumping from 247,400 to 1.1 million, and its charging locations tripled, increasing from 5,486 to 14,822.
California's share of U.S. EV registrations has slightly decreased in recent years as EV adoption has spread across the country, with Arizona EV ownership relatively high as well. In 2016, California accounted for approximately 48% of light-duty EVs in the United States, which was approximately 12 times more than the state with the second-highest number of EVs, Georgia. By 2022, California's share had decreased to around 37%, which was still approximately six times more than the state with the second-most EVs, Florida.
On the other hand, California's share of U.S. EV charging locations has risen slightly in recent years, as charging networks compete amid federal electrification efforts and partly due to the California Electric Vehicle Infrastructure Project (CALeVIP), which provides funding for the installation of publicly available EV charging stations. In 2016, approximately 25% of U.S. EV charging locations were in California, over four times as many as the state with the second-highest number, Texas. In 2022, California maintained its position with over four times as many EV charging locations as the state with the second-most, New York.
The growth in the number of registered EVs has outpaced the growth of EV charging locations in the United States, and in 2021 plug-in vehicles traveled 19 billion electric miles nationwide, underscoring utilization. In 2016, there were approximately 27 EVs per charging location on average in the country. Alaska had the highest ratio, with 67 EVs per charging location, followed by California with 52 vehicles per location.
In 2022, the average ratio was 55 EVs per charging location in the United States, raising questions about whether the grid can power an ongoing American EV boom ahead. New Jersey had the highest ratio, with 100 EVs per charging location, followed by California with 75 EVs per location.
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Judge: Texas Power Plants Exempt from Providing Electricity in Emergencies
Texas Blackout Liability Ruling clarifies appellate court findings in Houston, citing deregulated energy markets, ERCOT immunity, wholesale generators, retail providers, and 2021 winter storm lawsuits over grid failures and wrongful deaths.
Key Points
Houston judges held wholesale generators owe no duty to retail customers, limiting liability for 2021 blackout lawsuits.
✅ Court cites deregulated market and lack of privity to consumers
✅ Ruling shields generators from 2021 winter storm civil suits
✅ Plaintiffs plan appeals; legislature may address liability
Nearly three years after the devastating Texas blackout of 2021, a panel of judges from the First Court of Appeals in Houston has determined that major power companies cannot be held accountable for their failure to deliver electricity during the power grid crisis that unfolded, citing Texas' deregulated energy market as the reason.
This ruling appears likely to shield these companies from lawsuits that were filed against them in the aftermath of the blackout, leaving the families of those affected uncertain about where to seek justice.
In February 2021, a severe cold front swept over Texas, bringing extended periods of ice and snow. The extreme weather conditions increased energy demand while simultaneously reducing supply by causing power generators and the state's natural gas supply chain to freeze. This led to a blackout that left millions of Texans without power and water for nearly a week.
The state officially reported that almost 250 people lost their lives during the winter storm and subsequent blackout, although some analysts argue that this is a significant undercount and warn of blackout risks across the U.S. during severe heat as well.
In the wake of the storm, Texans affected by the energy system's failure began filing lawsuits, and lawmakers proposed a market bailout as political debate intensified. Some of these legal actions were directed against power generators whose plants either ceased to function during the storm or ran out of fuel for electricity generation.
After several years of legal proceedings, a three-judge panel was convened to evaluate the merits of these lawsuits.
This week, Chief Justice Terry Adams issued a unanimous opinion on behalf of the panel, stating, "Texas does not currently recognize a legal duty owed by wholesale power generators to retail customers to provide continuous electricity to the electric grid, and ultimately to the retail customers."
The opinion further clarified that major power generators "are now statutorily precluded by the legislature from having any direct relationship with retail customers of electricity."
This separation of power generation from transmission and retail electric sales in many parts of Texas resulted from energy market deregulation in the early 2000s, with the goal of reducing energy costs, and prompted electricity market reforms aimed at avoiding future blackouts.
Under the previous system, power companies were "vertically integrated," controlling generators, transmission lines, and selling the energy they produced directly to regional customers. However, in deregulated areas of Texas, competition was introduced, creating competing energy-generating companies and retail electric providers that purchase power wholesale and then sell it to residential consumers; meanwhile, electric cooperatives in other parts of the state remained member-owned providers.
Tré Fischer, a partner at the Jackson Walker law firm representing the power companies, explained, "One consequence of that was, because of the unbundling and the separation, you also don't have the same duties and obligations [to consumers]. The structure just doesn't allow for that direct relationship and correspondingly a direct obligation to continually supply the electricity even if there's a natural disaster or catastrophic event."
In the opinion, Justice Adams noted that when designing the Texas energy market, amid renewed interest in ways to improve electricity reliability across the grid, state lawmakers "could have codified the retail customers' asserted duty of continuous electricity on the part of wholesale power generators into law."
The recent ruling applies to five representative cases chosen by the panel out of hundreds filed after the blackout. Due to this decision, it is improbable that any of the lawsuits against power companies will succeed, according to the court's interpretation.
However, plaintiffs' attorneys have indicated their intention to appeal. They may request a review of the panel's opinion by the entire First Court of Appeals or appeal directly to the state supreme court.
The state Supreme Court had previously ruled that the Electric Reliability Council of Texas (ERCOT), the state's power grid operator, enjoys sovereign immunity and cannot be sued over the blackout.
This latest opinion raises the question of who, if anyone, can be held responsible for deaths and losses resulting from the blackout, a question left unaddressed by the court. Fischer commented, "If anything [the judges] were saying that is a question for the Texas legislature."
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CEC Allocates $30 Million for 100-Hr Long-Duration Energy Storage Project
California Iron-Air Battery Storage Project delivers 100-hour long-duration energy storage, supported by a $30 CEC grant, using Form Energy technology at a PG&E substation to boost grid reliability, integrate renewables, and cut fossil reliance.
Key Points
California's 5 MW/500 MWh iron-air battery delivers 100-hour discharge, boosting reliability and renewable integration.
✅ 5 MW/500 MWh iron-air system at a PG&E substation
✅ 100-hour multiday storage enhances grid reliability
✅ CEC $30M grant backs non-lithium, long-duration tech
The California Energy Commission (CEC) has given the green light to a $30 million grant to Form Energy for the construction of an extraordinary long-duration energy storage project that will offer an unparalleled 100 hours of continuous grid discharge.
This ambitious endeavor involves the development of a 5-megawatt (MW) / 500 megawatt-hour iron-air battery storage project, representing the largest long-duration energy storage initiative in California. It also marks the state's inaugural utilization of this cost-effective technology, and joins ongoing procurements by utilities such as San Diego Gas & Electric to expand storage capacity statewide. The project's location is set at a substation owned by the Pacific Gas and Electric Company in Mendocino County, where it will supply power to local residents. The system is scheduled to commence operation by the conclusion of 2025, contributing to grid reliability and showcasing solutions aligned with the state's climate and clean energy objectives.
CEC Chair David Hochschild commented, "A multiday battery system is transformational for California's energy mix. This project will enhance our ability to harness excess renewables during nonpeak hours for use during peak demand, especially as we work toward a goal of 100 percent clean electricity."
This grant award represents one of three approvals within the framework of the CEC's Long-Duration Energy Storage program, a part of Governor Gavin Newsom's historic multi-billion-dollar commitment to combat climate change. This program fosters investment in the demonstration of non-lithium-ion technologies across the state, including green hydrogen microgrids, contributing to the creation of a diverse portfolio of energy storage technologies.
As of August, California had 6,600 MW of battery storage actively deployed statewide, a trend mirrored in regions like Ontario as well, operating within the prevailing industry standard of 4 to 6 hours of discharge. By year-end, this figure is projected to expand to 8,600 MW. Longer-duration storage, spanning from 8 to 100 hours, holds the potential to expedite the state's shift away from fossil fuels while reinforcing grid stability. California estimates that more than 48 gigawatts (GW) of battery storage and 4 GW of long-duration storage will be requisite to achieve the objective of 100 percent clean electricity by 2045.
Energy storage serves as a cornerstone of California's clean energy future, offering a means to capture and store surplus power generated by renewable resources, including emerging virtual power plant models that aggregate distributed assets. The state's battery infrastructure plays a pivotal role during the summer when electricity demand peaks in the early evening hours as solar resources decline, preceding the later surge in wind energy.
Iron-air battery technology operates on the principle of reversible rusting. These battery cells contain iron and air electrodes and are filled with a water-based, nonflammable electrolyte solution. During discharge, the battery absorbs oxygen from the air, converting iron metal into rust. During the charging phase, the application of an electrical current converts the rust back into iron, releasing oxygen. This technology is cost-competitive compared to lithium-ion battery production and complements broader clean energy BESS initiatives seen in New York.
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Unprecedented Growth in Solar and Storage Anticipated with Record Installations and Investments
U.S. Clean Energy Transition accelerates with IRA and BIL, boosting renewable energy, solar PV, battery storage, EV adoption, manufacturing, grid resilience, and jobs while targeting carbon-free electricity by 2035 and net-zero emissions by 2050.
Key Points
U.S. shift to renewables under IRA and BIL scales solar, storage, and EVs toward carbon-free power by 2035.
✅ Renewables reached ~22% of U.S. electricity generation in 2022.
✅ Nearly $13b in PV manufacturing; 94 plants; 25k jobs announced.
✅ Battery storage grew from 3% in 2017 to 36% by H1 2023.
In recent years, the United States has made remarkable strides in embracing renewable energy, with notable solar and wind growth helping to position itself for a more sustainable future. This transition has been driven by a combination of factors, including environmental concerns, economic opportunities, and technological advancements.
With the introduction of the Inflation Reduction Act (IRA) and the Bipartisan Infrastructure Law (BIL), the United States is rapidly advancing its journey towards clean energy solutions.
To underscore the extent of this progress, consider the following vital statistics: In 2022, renewable energy sources (including hydroelectric power) accounted for approximately 22% of the nation's electricity generation, and renewables surpassed coal in the mix that year, while the share of renewables in total electricity generation capacity had risen to around 30% and the nation is moving toward 30% electricity from wind and solar as well.
Notably, in the transportation sector, consumers are increasingly embracing zero-emission fuels, such as electric vehicles. In 2022, battery electric vehicles (BEVs) represented 5.6% of new vehicle registrations, surging to 7.1% by the first half of 2023, according to estimates from EUPD Research.
The United States has set ambitious targets, including achieving 100% carbon pollution-free electricity by 2035 and aiming for economy-wide net-zero greenhouse gas emissions by no later than 2050, and policy proposals such as Biden's solar plan reinforce these goals for the power sector. These targets are poised to provide a significant boost to the clean energy sector in the country, reaffirming its commitment to a sustainable and environmentally responsible future.
IRA and BIL: Catalysts for Growth
The IRA and BIL represent a transformative shift in the landscape of clean energy policy, heralding a new era for the solar and energy storage sectors in the United States. The IRA allocates substantial resources to address the climate crisis, fortify domestic clean energy production, and solidify the U.S. as a global leader in clean energy manufacturing.
According to the U.S. Department of Energy (DOE), an impressive investment exceeding $120 billion has been announced for the U.S. battery manufacturing and supply chain sector since the introduction of IRA and BIL. Additionally, plans have been unveiled for over 200 new or expanded facilities dedicated to minerals, materials processing, and manufacturing. This move is expected to create more than 75,000 potential job opportunities, strengthening the nation's workforce.
Following the introduction of IRA and BIL, solar photovoltaic (PV) manufacturing in the U.S. has also witnessed a substantial surge in planned investments, totaling nearly $13 billion, as reported by the DOE. Furthermore, a total of 94 new and expanded PV manufacturing plants have been announced, potentially generating over 25,000 jobs in the country.
Booming Solar Sector
In recent years, the U.S. solar sector has outpaced other energy sources, including a surging wind sector and natural gas, in terms of capacity growth. EUPD Research estimates reveal a notable upward trend in the contribution of solar capacity to annual power capacity additions, as 82% of the 2023 pipeline consists of wind, solar, and batteries across utility-scale projects. This trajectory has risen from 37% in 2019 to 38% in 2020, further increasing to 44% in 2021 and an impressive 45% in 2022.
Although the country experienced a temporary setback in 2022 due to pandemic-related delays, trade law enforcement, supply chain disruptions, and rising costs, it is now on track to make a historic addition to its PV capacity in 2023. According to EUPD Research's 2023 forecast, the U.S. is poised to achieve its largest-ever expansion in PV capacity, estimated at 32 to 35 GWdc, assuming the installation of all planned utility-scale capacity, and solar generation rose 25% in 2022 as a supportive indicator. Additionally, from 2023 to 2028, the U.S. is projected to add approximately 233 GWdc of PV capacity.
In terms of cumulative installed PV capacity (including utility-scale, commercial and industrial, and residential) on a state-by-state basis, California holds the top position, followed by Texas, Florida, North Carolina, and Arizona. Remarkably, Texas is rapidly expanding its utility-scale PV capacity and may potentially surpass California in the next two years.
Rapid Growth in Battery Storage
Battery energy storage has emerged as the dominant and rapidly expanding source of energy storage in the U.S. in recent years. The proportion of battery storage in the country's energy storage capacity has surged dramatically, increasing from a mere 3% in 2017 to a substantial 36% in the first half of 2023.
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Factory Set to Elevate the United States in the Clean Energy Race
Maxeon IBC Solar Factory USA will scale clean energy with high-efficiency interdigitated back contact panels, DOE-backed manufacturing in Albuquerque, utility-scale supply, domestic production, 3 GW capacity, reduced imports, carbon-free electricity leadership.
Key Points
DOE-backed Albuquerque plant making high-efficiency IBC panels, 3 GW yearly, for utility-scale, domestic solar supply.
✅ 3 GW annual capacity; up to 8 million panels produced
✅ IBC cell efficiency up to 24.7% for utility-scale projects
✅ Reduces U.S. reliance on imported panels via domestic manufacturing
Solar energy stands as a formidable source of carbon-free electricity, with the No. 3 renewable source in the U.S. offering a clean alternative to traditional power generation methods reliant on polluting fuels. Advancements in solar technology continue to emerge, with a U.S.-based company poised to spearhead progress from a cutting-edge factory in New Mexico.
Maxeon, initially hailing from Silicon Valley in the 1980s, recently ventured into independence after separating from its parent company, SunPower, in 2020. Over the past few years, Maxeon has been manufacturing solar panels in Mexico, Malaysia, and the Philippines, as record U.S. panel shipments underscored rising demand.
Now, with backing from the U.S. Department of Energy's Loans Programs Office, Maxeon is preparing to commence construction on a new facility in Albuquerque in 2024, amid unprecedented growth in solar and storage nationwide. This state-of-the-art factory aims to produce up to 8 million panels annually, featuring the company's interdigitated back contact (IBC) technology, which has the capacity to generate three gigawatts of power each year. Notably, the entire U.S. solar industry completed five gigawatts of panels in 2022, making Maxeon's endeavor particularly ambitious and aligned with Biden's proposed tenfold increase in solar power goals.
Maxeon's presence in the United States holds the potential to reduce the country's reliance on imported panels, particularly from China. The primary focus will be on providing this advanced technology for utility departments, where pairing with increasingly affordable batteries can enhance grid reliability while shifting away from residential and commercial rooftops.
Maxeon has achieved a remarkable milestone in solar efficiency, with its latest IBC technology boasting an efficiency rating of 24.7%, as reported by PV Magazine.
This strategic move to the United States could be a game-changer, not only for Maxeon's success but also for clean power generation in a nation that has traditionally depended on external sources for its supply of solar panels, as energy-hungry Europe turns to U.S. solar equipment makers for solutions. Matt Dawson, Maxeon's Chief Technology Officer, emphasized the importance of achieving the lowest levelized cost of electricity with the lowest overall capital, a feat that China has accomplished in recent years due to the strength of its supply chain. As energy independence becomes a global concern, solar manufacturing is poised to expand beyond China, with Southeast Asia already showing signs of growth, and now the United States and possibly Europe, including Germany's solar boost during the energy crisis, following suit.
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BC Hydro Introduces 'Vehicle-to-Grid' Pilot Initiative
BC Hydro Vehicle-to-Grid Pilot enables EVs to deliver V2G power, using bidirectional charging to provide grid services, clean energy resilience, and emergency power for microgrids, critical infrastructure, and storm response.
Key Points
BC Hydro's V2G pilot uses parked EVs as mobile batteries, supplying bidirectional power to the grid for resilience.
✅ Medium- and heavy-duty EV integration via 60 kW charger
✅ Supports critical infrastructure and storm response
✅ Cleaner, faster alternative to diesel generators
BC Hydro has unveiled an innovative pilot project designed to enable electric vehicles (EVs) to contribute electricity back to the power grid, with some owners able to sell electricity back to the grid through managed programs, effectively transforming these vehicles into mobile energy storage units that function as capacity on wheels for the electricity system.
The utility company recently announced the successful trial of the vehicle-to-grid program, allowing for the transfer of electricity from the batteries of medium- and heavy-duty EVs back to the electrical grid. This surplus electricity can be utilized in various ways, including supporting emergency response efforts by energizing critical infrastructure and to power buildings during natural disasters or major storms. It offers a cleaner, faster, and more flexible alternative to conventional methods like the use of diesel generators.
BC Hydro's President and CEO, Chris O'Riley, highlighted the significance of this initiative, stating, "The average car is parked 95 per cent of the time, and with the evolution of technology solutions like vehicle-to-grid, stationary vehicles hold the potential to become mobile batteries, powered by clean and affordable electricity."
The successful test was conducted using a Lion Electric school bus provided by Lynch Bus Lines, which was connected to a 60-kilowatt charger, illustrating BC Hydro's rollout of faster electric vehicle charging across the province. BC Hydro pointed out that the typical bus battery holds 66 kilowatts of electricity, sufficient to power 24 single-family homes with electric heating for two hours. Therefore, if 1,000 of these buses were converted to electric power, they could collectively supply electricity to 24,000 homes for two hours.
This groundbreaking project is a collaborative effort between BC Hydro, Powertech, and Coast to Coast Experience, with funding support from the provincial government amid study findings that B.C. may need to double its power output to meet transport electrification.
While this pilot marks the first of its kind in Canada, similar technology has already been successfully implemented in Europe and the United States, including California's efforts to leverage EVs for grid stability that offer promising potential for enhancing the energy landscape and sustainability in the region.
Separately, Nova Scotia Power plans to pilot electric vehicle to grid integration in Atlantic Canada, underscoring growing national interest in V2G approaches.
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Ontario to Reintroduce Renewable Energy Projects 5 Years After Cancellations
Ontario Renewable Energy Procurement 2024 will see the IESO secure wind, solar, and hydro power to meet rising electricity demand, support transit electrification, bolster grid reliability, and serve manufacturing growth across the province.
Key Points
A provincial IESO initiative to add 2,000 MW of clean power and plan 3,000 MW more to meet rising demand.
✅ IESO to procure 2,000 MW from wind, solar, hydro
✅ Exploring 3,000 MW via upgrades and expansions
✅ Demand growth ~2% yearly; electrification and industry
After the Ford government terminated renewable energy contracts five years ago, despite warnings about wind project cancellation costs that year, Ontario's electricity operator, the Independent Electricity System Operator (IESO), is now planning to once again incorporate wind and solar initiatives to address the province's increasing power demands.
The IESO, responsible for managing the provincial power supply, is set to secure 2,000 megawatts of electricity from clean sources, which include wind, solar, and hydro power, as wind power competitiveness increases across Canada. Additionally, the IESO is exploring the possibilities of reacquiring, upgrading, or expanding existing facilities to generate an additional 3,000 MW of electricity in the future.
These new power procurement efforts in Ontario aim to meet the rising energy demand driven by transit electrification and large-scale manufacturing projects, even as national renewable growth projections were scaled back after Ontario scrapped its clean energy program, which are expected to exert greater pressure on the provincial grid.
The IESO projects a consistent growth in demand of approximately two percent per year over the next two decades. This growth has prompted the Ford government, amid debate over Ontario's electricity future in the province, to take proactive measures to prevent potential blackouts or disruptions for both residential and commercial consumers.
This renewed commitment to renewable energy represents a significant policy shift for Premier Doug Ford, reflecting his new stance on wind power over time, who had previously voiced strong opposition to wind turbines and pledged to dismantle all windmills in the province. In 2018, shortly after taking office, the government terminated 750 renewable energy contracts that had been signed by the previous Liberal government, incurring fees of $230 million for taxpayers.
At the time, the government cited reasons such as surplus electricity supply and increased costs for ratepayers as grounds for contract cancellations. Premier Ford expressed pride in the decision, echoing a proud of cancelling contracts stance, claiming that it saved taxpayers $790 million and eliminated what he viewed as detrimental wind turbines that had negatively impacted the province's energy landscape for 15 years.
The Ontario government's new wind and solar energy procurement initiatives are scheduled to commence in 2024, following a court ruling on a Cornwall wind farm that spotlighted cancellation decisions.
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NT Power Penalized $75,000 for Delayed Disconnection Notices
NT Power OEB Compliance Penalty highlights a $75,000 fine for improper disconnection notices, 14-day rule violations, process oversight failures, refunds, LEAP support, and corrective training to strengthen consumer protection and regulatory adherence in Ontario areas.
Key Points
A $75,000 OEB fine to NT Power for improper disconnection notices; refunds, LEAP support, and improved compliance.
✅ $75k administrative monetary penalty; $25k LEAP donation; refunds
✅ 870 notices misdated; 14-day rule training implemented
✅ 10 disconnects reconnected; $100 goodwill credits
The Ontario Energy Board recently ruled against Newmarket-Tay Power Distribution Ltd. (NT Power), fining them $75,000 for failing to issue timely disconnection notices to 870 customers between April and August 2022. These notices did not comply with the Ontario Energy Board's distribution system code, similar to standards reaffirmed in the OEB decision on Hydro One rates earlier this year, which mandates a minimum 14-day notice period before disconnection.
Out of the affected customers, ten had their electricity services disconnected, and six were additionally charged reconnection fees. However, NT Power has since reconnected all disconnected customers and refunded the reconnection fees, as confirmed by the Ontario Energy Board.
In response to these issues, NT Power has voluntarily accepted an assurance of compliance. This agreement stipulates that NT Power will pay a $75,000 administrative monetary penalty. Furthermore, they will make an additional payment of $25,000 to the Salvation Army's Northridge Community Church, which administers the Low-income Energy Assistance Program (LEAP) within NT Power's service area, aligning with broader efforts to reduce costs for industry highlighted by Canadian Manufacturers & Exporters recently, according to the association.
This is not the first time NT Power has faced compliance issues in this regard. The utility company admitted that this incident marks the second instance in three years where they failed to adhere to their disconnection-related obligations as outlined in the code, and sector governance debates, including the Manitoba Hydro board debate, underscore how oversight remains a national focus.
In a statement to NewmarketToday, NT Power acknowledged a similar issue three years ago when they were alerted to problems with their disconnection process. They promptly made adjustments to align their in-house procedures with the requirements of the Ontario Energy Board. Unfortunately, they neglected to implement a secondary check, leading to disconnect notices being dated a few days too early.
Alex Braletic, NT Power's Vice President of Engineering and Operation, clarified that no customers were actually disconnected prematurely, and debates over paying for electricity in India illustrate how enforcement challenges differ globally, but the issued letters contained inaccuracies. He added that NT Power has since instituted additional verification procedures to prevent such errors from occurring again.
The Ontario Energy Board emphasized that NT Power has assured them that corrective measures have been taken to ensure that their staff involved in the disconnection process receive proper training and management oversight, and recent market reactions such as Hydro One shares falling after leadership changes underscore the importance of strong governance to guarantee compliance with regulatory requirements.
Brian Hewson, Vice President of Consumer Protection and Industry Performance at the Ontario Energy Board, stated, referencing earlier Ontario rate reductions for businesses that complemented consumer protections, "As a result of the actions we have taken and NT Power’s assurance that it is aware of its obligations and has taken steps to improve its processes, consumers will be better protected."
Braletic encouraged NT Power's customers who are facing difficulties paying their electricity bills to reach out to their customer service department or visit their website. He emphasized that various programs and services are available to provide relief for bills, and amid ongoing Toronto Hydro impersonation scams customers should contact NT Power directly. NT Power is committed to collaborating with customers proactively and connecting them with assistance to avoid serving them with disconnection notices.
Furthermore, NT Power plans to send a letter to the ten affected customers and provide each of them with a $100 bill credit as a goodwill gesture.
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Ottawa to release promised EV sales regulations
Canada ZEV Availability Standard sets EV sales targets and zero-emission mandates, using compliance credits, early credits, and charging infrastructure investments under CEPA to accelerate affordable ZEV supply and meet 2035 net-zero goals.
Key Points
A federal ZEV policy setting 2026-2035 sales targets, using tradable credits and infrastructure incentives under CEPA.
✅ Applies to automakers; compliance via tradable ZEV credits under CEPA.
✅ Targets: 20% by 2026, 60% by 2030, 100% by 2035.
✅ Early credits up to 10% for 2026; charging investments earn credits.
Canadian Automobile manufacturers are on the brink of significant changes as Ottawa prepares to introduce its long-awaited electric vehicle regulations. A reliable source within the government says final regulations are aimed at ensuring that all new passenger vehicles sold in Canada by 2035 are zero-emission vehicles, a goal some critics question through analyses of the 2035 EV mandate in Canada.
These regulations, known as the Electric Vehicle Availability Standard, are designed to encourage automakers to produce more affordable zero-emission vehicles to meet the increasing demand. One of the key concerns for Canada is the potential dominance of zero-emission vehicle supply by other countries, particularly the United States, where several states have already implemented sales targets for such vehicles, and new EPA emission limits are expected to boost EV sales nationwide as well.
It's important to note that these regulations will apply primarily to automakers, rather than dealerships. Under this legislation, manufacturers will be required to accumulate sufficient credits to demonstrate their compliance with the established targets.
Automakers will be able to earn credits based on their sales of low- and no-emissions vehicles. The number of credits earned will depend on how close these vehicles come to meeting a zero-emissions standard. Additionally, manufacturers could earn early credits, amounting to a maximum of 10 percent of their total compliance requirements for 2026, by introducing more electric vehicles to the market ahead of schedule, even amid recent EV shortages and wait times reported across Canada.
Automakers can also increase their credit balance by contributing to the development of electric vehicle charging infrastructure, recognizing that fossil fuels still powered part of Canada's grid in 2019 and that charging availability remains a key enabler. In cases where companies exceed or fall short of their compliance targets, they will have the option to buy or sell credits to other manufacturers or use previously accumulated credits.
Further details regarding these regulations, which will be enacted under the Canadian Environmental Protection Act, are set to be unveiled soon and will intersect with provincial approaches such as Quebec's, where experts have questioned the push for EV dominance as policies evolve.
These regulations will become effective starting with the model year 2026, and sales targets will progressively rise each year until 2035. The federal government's ambitious EV goals are to have 20 percent of all vehicles sold in Canada be zero-emission vehicles by 2026, with that figure increasing to 60 percent by 2030 and reaching 100 percent by 2035.
According to a government analysis conducted in 2022, the anticipated total cost to consumers for zero-emission vehicles and chargers over 25 years is estimated at $24.5 billion, though cost remains a primary barrier for many Canadians considering an EV. However, it is projected that Canadians will save approximately $33.9 billion in net energy costs over the same period. Please note that these estimates are part of a draft and may be subject to change upon the government's release of its final analysis.
In terms of environmental impact, these regulations are expected to prevent the release of an estimated 430 million tonnes of greenhouse gas emissions, according to regulatory analysis. Environmental Defence, a Canadian environmental think-tank, has estimated that the policy would also result in a substantial reduction in gasoline consumption, equivalent to filling approximately 73,000 Olympic-sized swimming pools with gasoline.
Nate Wallace, the program manager for clean transportation at Environmental Defence, emphasized the significance of these regulations, stating, "2035 really needs to be the last year that we are selling gasoline cars in Canada brand new if we're going to have any chance of actually, by 2050, reaching net-zero carbon emissions."
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Quebec's electricity ambitions reopen old wounds in Newfoundland and Labrador
Quebec Churchill Falls power deal renewal spotlights Hydro-Qu e9bec's Labrador hydroelectricity, Churchill River contract extension, Gull Island prospects, and Innu Nation rights, as demand from EV battery manufacturing and the green economy outpaces provincial supply.
Key Points
Extending Quebec's low-price Churchill Falls contract to secure Labrador hydro and address Innu Nation rights.
✅ 1969 contract delivers ~30 TWh at very low fixed price.
✅ Newfoundland seeks higher rates, equity, and consultation.
✅ Innu Nation demands benefits, consent, and land remediation.
As Quebec prepares to ramp up electricity production to meet its ambitious economic goals, the government is trying to extend a power deal that has caused decades of resentment in Newfoundland and Labrador.
Around 15 per cent of Quebec's electricity comes from the Churchill Falls dam in Labrador, through a deal set to expire in 2041 that is widely seen as unfair. Quebec Premier François Legault not only wants to extend the agreement, he wants another dam on the Churchill River and, for now, has closed the door on nuclear power as an option to help make his province what he has called a "world leader for the green economy."
But renewing that contract "won't be easy," Normand Mousseau, scientific director of the Trottier Energy Institute at Polytechnique Montréal, said in a recent interview. Extending the Churchill Falls deal is not essential to meet Quebec's energy plans, but without it, Mousseau said, "we would have some problems."
The Legault government is enticing global companies, such as manufacturers of electric vehicle batteries, to set up shop in the province and access its hydroelectricity. But demand for Quebec's power has exceeded its supply, and Ontario has chosen not to renew a power-purchase deal with Quebec, limiting the government's vision.
Last month, Quebec's hydro utility released its strategic plan calling for a production increase of 60 terawatt hours by 2035, which represents the installed capacity of three of Hydro-Québec's largest facilities. Churchill Falls produces roughly 30 terawatt hours, and Quebec would need to replace that power if it can't strike a deal to extend the contract, Mousseau said.
If Quebec wants to keep buying power from Churchill Falls, the government is going to have to pay more, said Mousseau, who is also a physics professor at Université de Montréal. "We're paying one-fifth of a cent a kilowatt hour — that's not much," he said.
Under the 1969 contract, Quebec assumed most of the financial risk of building the Churchill Falls dam in exchange for the right to buy power at a fixed price. The deal has generated more than $28 billion for Hydro-Québec; it has returned $2 billion to Newfoundland and Labrador.
That lopsided deal has stoked anti-Quebec sentiment in Newfoundland and Labrador and contributed to nationalist politics, including threats of separation from Canada around a decade and a half ago, when Danny Williams was premier, said Jerry Bannister, a history professor at Dalhousie University.
"We tend to forget what it was like during the Williams era — he hauled down the Canadian flag," Bannister said. "There was a type of angry, combative nationalism which defined energy development. And particularly Muskrat Falls, it was payback, it was revenge."
Power from the Muskrat Falls generating station, also on the Churchill River, would be sold to Nova Scotia instead of Quebec. But that project has suffered technical problems and cost overruns since, and as of June 29, the price of Muskrat Falls had reached $13.5 billion; the province had estimated the total cost would be $7.4 billion when it sanctioned the project in 2012.
Anti-Quebec feelings may have subsided, but Bannister said the Churchill Falls deal continues to influence Newfoundland politics.
In September, Premier Andrew Furey said Legault would have to show him the money(opens in a new tab) to extend th Legault's office said Tuesday that discussions are ongoing, while the Newfoundland and Labrador government said in an emailed statement Thursday that it wants to maximize the value of its "assets and future opportunities" along the Churchill River.
Whatever negotiations are happening, Grand Chief Simon Pokue of the Innu Nation of Labrador(opens in a new tab) said he has been left out of them.
Churchill Falls flooded 6,500 square kilometres of traditional Innu land, Pokue said, adding that in response, the Innu Nation filed a $4 billion lawsuit against Hydro-Québec in 2020, which is ongoing.
"A lot of damage has been done to our lands, our land is flooded and we'll never see it again," Pokue said in a recent interview. "Nobody will ever repair that."
As well, a portion of Muskrat Falls profits was supposed to go to the Innu Nation, but the cost overruns and a refinancing deal between the federal government and Newfoundland and Labrador have limited whatever money they will see.
If Legault wants another dam on the Churchill River, at Gull Island, the Innu Nation needs to be paid the kind of money it was expecting from Muskrat Falls, he said.
"You did it once, but you're not going to do it again," Pokue said. "It's not going to start until we are consulted and involved."
Meanwhile, Quebec may face competition for Churchill Falls power, Mousseau said, with at least one Labrador mining company expressing interest in buying a significant portion of its output — though he added that the dam's capacity could be increased. The low price paid by Quebec has meant there has been little incentive to upgrade the plant's turbines.
As demand for electricity rises across the country, Mousseau said he thinks it would be better for provinces to work together, sharing expertise and costs, for example through NB Power deals to import more Quebec electricity as they look across provincial borders to find the best locations for projects, rather than acting as rivals.
"We need to talk and work with other provinces, and some propose an independent planning body to guide this, but for this you need to build confidence, and there's no confidence from the Newfoundland side with respect to Quebec," he said. "So that's a challenge: how do you work on this relationship that has been broken for 50 years?"e contract, but the two premiers have said little since.
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France's new EV incentive rules toughen market for Chinese cars
France EV Incentive Rules prioritize EU-made electric vehicles, tying subsidies to manufacturing emissions and carbon footprint, making Stellantis, Renault, and Tesla Model Y eligible while excluding many China-built models under a new eligibility list.
Key Points
Links EV subsidies to manufacturing emissions, favoring EU-made models and restricting many China-built cars.
✅ Subsidies tied to lifecycle manufacturing emissions.
✅ EU production favored; many China-built EVs excluded.
✅ Eligible: Stellantis, Renault, Tesla Model Y; not Model 3.
France's revamped new EV rules on consumer cash incentives for electric car purchases favour vehicles made in France and Europe over models manufactured in China, a government list of eligible car types published recently has showed.
Some 65% of electric cars sold in France will be eligible for the scheme, which from Friday will include new criteria covering the amount of carbon emitted in the manufacturing of an electric vehicle (EV).
The list of eligible models includes 24 produced by Franco-Italian group Stellantis (STLAM.MI) and five by French carmaker Renault (RENA.PA). Elon Musk's Tesla (TSLA.O) Model Y will be eligible but not its Model 3.
Electric vehicle brand MG Motors, owned by China's SAIC, said it expects the new rules to weigh on the French EV market, despite the global surge in EV sales seen in recent years.
"There are cars that will entirely lose their competitiveness", an MG spokesperson told Reuters, adding that the brand had decided not to apply for the bonus scheme for its MG4 model because it was "designed to exclude us".
French Finance Minister Bruno Le Maire hailed what he called the new rules' incentive for automakers to reduce their carbon footprint.
"We will no longer be subsidising car production that emits too much CO2," he said in a statement.
President Emmanuel Macron's government has wanted to make French and European-made EVs more affordable for domestic consumers relative to cheaper vehicles produced in China, amid a record EV market share in the country.
The average retail price of an EV in Europe, even as the EU EV share grew during lockdown months, was more than 65,000 euros ($71,000) in the first half of 2023, compared with just over 31,000 euros in China, according to research by Jato Dynamics.
The French government already offered buyers a cash incentive of between 5,000 and 7,000 euros to get more electric cars on the road, at a total cost of 1 billion euros ($1.1 billion) per year.
However, in the absence of cheap European-made EVs, a third of all incentives are going to consumers buying EVs made in China, French finance ministry officials say. The trend has helped spur a surge in imports and a growing competitive gap with domestic producers.
China's auto industry relies heavily on coal-generated electricity, meaning many Chinese-made EVs will henceforth not qualify.
The Ademe agency overseeing the process studied the eligibility of almost 500 EV models and their variants to include in the scheme.
Dacia, the low-cost Renault brand, saw its Spring model imported from China excluded from the list.
Tesla's Model 3 is made in China. The Model Y, which is larger and more expensive, is made mainly in Berlin and was the top selling EV in France over the first 11 months of the year, amid forecasts that EVs could dominate within a decade in many markets.
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Plan to End E-Vehicle Subsidies Sparks Anger in Germany
Germany EV Subsidy Cut triggers budget-crisis fallout in the automotive industry, after a constitutional court ruling; EV incentives end, threatening electromobility adoption, manufacturer competitiveness, 2030 targets, and demand amid Chinese competition and weak global growth.
Key Points
A sudden end to Germany's EV incentives due to a budget shortfall after a court ruling, hurting automakers and adoption.
✅ Ends buyer rebates amid budget crisis ruling
✅ Risks 2030 EV targets and industry competitiveness
✅ Weak demand and China competition intensify
The German government has faced a backlash after abruptly ending an electric car subsidy scheme in a blow to the already struggling automotive industry.
The scheme is one of the casualties of a budget crisis caused by a shock constitutional court ruling in November that upended the government's spending plans.
The economy ministry said Saturday that Sunday would be the last day prospective buyers could apply for the scheme, which paid out thousands of euros per customer to partially cover the cost of buying an electric car today.
A spokesman for the ministry admitted it was an "unfortunate situation" for consumers who had been hoping to take advantage of the subsidy, but it had no choice "because there is no longer enough money available."
Analyst Ferdinand Dudenhoeffer from the Center for Automotive Research warned the decision could have dramatic consequences amid a Europe EV slump already pressuring demand.
"The competitiveness of [auto] manufacturers will now be severely damaged," Dudenhoeffer told the Rheinische Post newspaper.
The Handelsblatt business daily had already warned that scrapping the scheme risked jeopardizing Germany's plans to get 15 million electric cars on the road by 2030, even though the EU EV share grew during lockdowns earlier in the pandemic.
"This goal was already considered extremely unrealistic. Now it seems completely illusory," it wrote.
In the UK, analysts warn that electric cars could cost more if a post-Brexit deal is not reached, underscoring wider market uncertainties.
A total of around 10 billion euros ($1.1 billion) has been paid out since 2016 under the scheme for around 2.1 million electric vehicles, according to the economy ministry.
Germany's flagship automotive industry, including Volkswagen, has been struggling with the transition to electromobility due to a weak global economy and low levels of demand.
In addition, it is facing a serious challenge from homegrown rivals in China, one of its most important markets, as France moves to discourage Chinese EVs with new rules.
"The Chinese are massively expanding their car industry because they have customers. Our manufacturers no longer have any," Dudenhoeffer said, as France's incentive rules make the market tougher for Chinese brands.
Germany's highest court decided last month that the government had broken a constitutional debt rule when it transferred 60 billion euros earmarked for pandemic support to a climate fund.
The bombshell ruling blew a huge hole in spending plans and plunged Chancellor Olaf Scholz's three-way coalition into turmoil.
After adopting an emergency budget for 2023, Scholz and his junior coalition partners battled for weeks before finally finding an agreement for 2024.
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Hinkley C nuclear reactor roof lifted into place
Hinkley Point C dome lift marks a nuclear reactor milestone in Somerset, as EDF used Big Carl crane to place a 245-tonne steel roof, enabling 2027 startup amid costs, delays, and precision indoor welding.
Key Points
A 245-tonne dome lifted onto Hinkley Point C's first reactor, finishing the roof and enabling fit-out for a 2027 startup.
✅ 245-tonne steel dome lifted by Big Carl onto 44m-high reactor
✅ Indoor welding avoided weather defects seen at Flamanville
✅ Cost now £33bn; first power targeted by end of 2027
Engineers have lifted a steel roof onto a building which will house the first of two nuclear reactors at Hinkley Point in Somerset.
Hundreds of people helped with the delicate operation to get the 245-tonne steel dome into position.
It means the first reactor can be installed next year, ready to be switched on in June 2027.
Engineers at EDF said the "challenging job" was completed in just over an hour.
They first broke the ground on the new nuclear station in March 2017. Now, some 10,000 people work on what is Europe's largest building site.
Yet many analysts note that Europe is losing nuclear power even as demand for reliable energy grows.
They have faced delays from Covid restrictions and other recent setbacks, and the budget has doubled to £33bn, so getting the roof on the first of the two reactor buildings is a big deal.
EDF's nuclear island director Simon Parsons said it was a "fantastic night".
"Lifting the dome into place is a celebration of all the work done by a fantastic team. The smiles on people's faces this morning were something else.
"Now we can get on with the fitting of equipment, pipes and cables, including the first reactor which is on site and ready to be installed next year."
Nuclear minister Andrew Bowie hailed the "major milestone" in the building project, citing its role in the UK's green industrial revolution ambitions.
He said: "This is a key part of the UK Government's plans to revitalise nuclear."
But many still question whether Hinkley Point C will be worth all the money, especially after Hitachi's project freeze in Britain, with Roy Pumfrey of the Stop Hinkley campaign describing the project as "shockingly bad value".
Why lift the roof on?
The steel dome is bigger than the one on St Paul's Cathedral in London.
To lift it onto the 44-metre-high reactor building, they needed the world's largest land-based crane, dubbed Big Carl by engineers.
So why not just build the roof on top of the building?
The answer lies in a remote corner of Normandy in France, near a village called Flamanville.
EDF has been building a nuclear reactor there since 2007, ten years before they started in west Somerset.
The project is now a decade behind schedule and has still not been approved by French regulators.
Why? Because of cracks found in the precision welding on the roof of the reactor building.
In nuclear-powered France, they built the roof in situ, out in the open.
Engineers have decided welding outside, exposed to wind and rain, compromised the high standards needed for a nuclear reactor.
So in Somerset they built a temporary workshop, which looks like a fair sized building itself. All the welding has been done inside, and then the completed roof was lifted into place.
Is it on time or on budget?
No, neither. When Hinkley C was first approved a decade ago, EDF said it would cost £14bn.
Four years later, in 2017, they finally started construction. By now the cost had risen to £19.5bn, and EDF said the plant would be finished by the end of 2025.
Today, the cost has risen to £33bn, and it is now hoped Hinkley C will produce electricity by the end of 2027.
"Nobody believes it will be done by 2027," said campaigner Roy Pumfrey.
"The costs keep rising, and the price of Hinkley's electricity will only get dearer," they added.
On the other hand, the increase in costs is not a problem for British energy bill payers, or the UK government.
EDF agreed to pay the full cost of construction, including any increases.
When I met Grant Shapps, then the UK Energy Secretary, at the site in April, he shrugged off the cost increases.
He said: "I think we should all be rather pleased it is not the British tax payer - it is France and EDF who are paying."
In return, the UK government agreed a set rate for Hinkley's power, called the Strike Price, back in 2013. The idea was this would guarantee the income from Hinkley Point for 35 years, allowing investors to get their money back.
Will it be worth the money?
Back in 2013, the Strike Price was set at £92.50 for each megawatt hour of power. At the time, the wholesale price of electricity was around £50/MWh, so Hinkley C looked expensive.
But since then, global shocks like the war in Ukraine have increased the cost of power substantially, and advocates argue next-gen nuclear could deliver smaller, cheaper, safer designs.
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Britain's National Grid Drops China-Based Supplier Over Cybersecurity Fears
National Grid Cybersecurity Component Removal signals NCSC and GCHQ oversight of critical infrastructure, replacing NR Electric and Nari Technology grid control systems to mitigate supply chain risk, cyber threats, and blackout risk.
Key Points
A UK move to remove China-linked grid components after NCSC/GCHQ advice, reducing cyber and blackout risks.
✅ NCSC advice to remove NR Electric components
✅ GCHQ-linked review flags critical infrastructure risks
✅ Aims to cut blackout risk and supply chain exposure
Britain's National Grid has started removing components supplied by a unit of China-backed Nari Technology's from the electricity transmission network over cybersecurity fears, reflecting a wider push on protecting the power grid across critical sectors.
The decision came in April after the utility sought advice from the National Cyber Security Center (NCSC), a branch of the nation's signals intelligence agency, Government Communications Headquarters (GCHQ), amid campaigns like the Dragonfly campaign documented by Symantec, the newspaper quoted a Whitehall official as saying.
National Grid declined to comment citing "confidential contractual matters." "We take the security of our infrastructure very seriously and have effective controls in place to protect our employees and critical assets, while preparing for an independent operator transition in Great Britain, to ensure we can continue to reliably, safely and securely transmit electricity," it said in a statement.
The report said an employee at the Nari subsidiary, NR Electric Company-U.K., had said the company no longer had access to sites where the components were installed, at a time when utilities worldwide have faced control-room intrusions by state-linked hackers, and that National Grid did not disclose a reason for terminating the contracts.
It quoted another person it did not name as saying the decision was based on NR Electric Company-U.K.'s components that help control and balance the grid, respond to work-from-home demand shifts, and minimize the risk of blackouts.
It was unclear whether the components remained in the electricity transmission network, the report said, amid reports of U.S. power plant breaches that have heightened vigilance.
NR Electric Company-U.K., GCHQ and the Chinese Embassy in London did not immediately respond to requests for comment outside of business hours.
Britain's Department for Energy Security and Net Zero said that it did not comment on the individual business decisions taken by private organizations. "As a government department we work closely with the private sector to safeguard our national security, and to support efforts to fast-track grid connections across the network," it said in a statement.
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Subsea project to bring renewable power from Scotland to England awarded $1.8bn
Eastern Green Link 1 is a 190km HVDC subsea electricity superhighway linking Scotland to northern England, delivering renewable energy, boosting grid capacity, and enhancing energy security for National Grid and Scottish Power.
Key Points
A 190km HVDC subsea link sending Scottish renewables to northern England, boosting grid capacity and UK energy security.
✅ 190km HVDC subsea route from East Lothian to County Durham
✅ Cables by Prysmian; converter stations by GE Vernova, Mytilineos
✅ Powers the equivalent of 2 million UK households
One of Britain’s biggest power grid projects has awarded contracts worth £1.8bn for a 190km subsea electricity superhighway, akin to a hydropower line to New York in scale, to bring renewable power from Scotland to the north of England.
National Grid and Scottish Power, following a recent 2GW substation commissioning, plan to begin building the “transformative” £2.5bn high-voltage power line along the east coast of the country from East Lothian to County Durham from 2025.
The Eastern Green Link 1 (EGL1) project is one of Britain’s largest grid upgrade projects in generations and has been designed to carry enough clean electricity to power the equivalent of 2 million households.
The UK is under pressure to deliver a power grid overhaul, including moves to fast-track grid connections nationwide, as it prepares to double its demand for electricity by 2040 as part of a plan to cut the use of gas and other fossil fuels.
The International Energy Agency has forecast that 600,000km of electric lines will need to be either added or upgraded across the UK by the end of the next decade to meet its climate targets, amid a global race to secure supplies of high voltage cabling and other electrical infrastructure components and to explore superconducting cables to cut losses.
The EGL1 project has awarded Prysmian Group, an international cable maker, the contract to deliver nearly 400km of power cable. The contract to supply two HVDC technology converter stations, one at each end of the cable, has been awarded to GE Vernova and Mytilineos.
The upgrades are expected to cost tens of billions of pounds, according to National Grid, which faces plans for an independent system operator overseeing Great Britain’s electricity market. The FTSE 100 energy company has warned that five times as many pylons and underground lines need to be constructed by the end of the decade than in the past 30 years, and four times more undersea cables laid than there are at present.
Britain’s power grid upgrades are also expected to emerge as an important battleground in the general election. The next government will need to balance the strong local opposition to new grid infrastructure across rural areas of the UK against the climate and economic benefits of the work.
Research undertaken by National Grid has found there will be an estimated 400,000 jobs created by 2050 due to the work needed to rewire Britain’s grid, a trend mirrored by recent cross-border transmission approvals in North America, including about 150,000 jobs anticipated in Scotland and the north of England.
Peter Roper, the project director for EGL1, said the super-cable would be “a transformative project for the UK, enhancing security of supply and helping to connect and transport green power for all customers”.
He added: “These contract announcements are big wins for the supply chain and another important milestone as we build the new network infrastructure to help the UK meet its net zero and energy security ambitions.