What we will be driving in 2029

By Winnipeg Free Press


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It’s 6 a.m. when Sebastian Myers slips into the garage, unplugs his car and tosses his golf clubs in the trunk. “It’s a great day,” he thinks, before the radio reminds him the Maple Leafs won the Stanley Cup last night.

No fan of the Leafs, he savoured every bit the knowledge it had been 62 years since Toronto last won the cup in 1967. Not wanting to dwell on the negative, he flips the radio over to his favourite digital-radio channel, and a 25-year-old hit by The Killers fills the car.

“Open up my eager eyes / ’Cause I’m Mr. Brightside....”

Slipping the car into reverse and — quietly, electrically — backing out, Sebastian is reminded by the fuel gauge that it’s time to fill up. “It’s easy to forget,” he thinks, largely because it’s been three months since he’s been at the gas station. The first month was the worst, what with his kids’ hockey playoffs all over the city. He wasn’t able to get all his driving done during his 70-kilometre electric-only limit. Since then, the diesel generator, which provides added electricity when the battery dies down, just hasn’t cut in.

Indeed, the amount of time that passes before his generator starts again is so long, Myers sometimes wonders if he shouldnÂ’t add fuel stabilizer the few times he does fill up.

Today, June 10, 2029, his golf trip to Teulon is another time the generator is guaranteed to kick in, probably just south of Gunton on the way home.

MyersÂ’ car, the latest generation of plug-in electric hybrids that combines an electric-only powertrain with a fossil-fuel-powered generator to extend range, began in 2010 as the Chevrolet Volt. Now, 18 years later, the Volt-derived lineup includes a wagon, a small truck and a compact city runabout with an electric-only range so long it comes with only a 10-litre fuel tank.

Virtually every other carmaker offers a version of the plug-in hybrid and all of them run on clean diesel or biodiesel.

In 20 years, perhaps the Leafs will win the Stanley Cup. Then again, perhaps hell freezes over; who knows? But no matter who wins the Cup, itÂ’s likely that what you drive then will be very different from today.

Last summerÂ’s fuel price scare, when prices ran up to $1.40 a litre and beyond, could be just a hint of whatÂ’s to come, particularly if governments here get more antsy about punishing drivers with higher taxes, like in Europe.

ItÂ’s a coming reality, and most car companies are working hard at alternatives. But the question is: What will driving be like in 2029?

The answer, it seems, is: “It depends.”

Will we be driving electric cars? How about hydrogen? Fuel cells? Ethanol? Maybe weÂ’ll be brewing our own biodiesel fuel at home for pennies a litre.

Matt Crossley, director of product, planning and engineering at General Motors, says the key to the future is that there is no one key to the future.

“It’s going to be about choices — electric, diesel hybrid, ethanol and others — and being able to make the smart choice depending on what that power is,” he says.

You can see today some of what Crossley speaks about. In Brazil, ethanol made from sugar cane comprises most of the Brazilian fuel supply. ItÂ’s a natural choice, considering how well sugar cane takes to Brazilian soil.

By the same token, donÂ’t expect to see much in the way of biofuels in Dubai. There, in the sun-drenched, parched stretch of the Middle East, look for the future to be covered in solar panels, delivering electricity to charge batteries. In windy, but less parched areas of the world, look for wind turbines to provide electricity to charge batteries or to crack water into hydrogen and oxygen. Iceland, as another example, may find a way to take its geothermal energy out of the ground and put it on the road.

Ed Kjaer, director of electric transportation at Southern California Edison, says the future of transportation appears inexorably linked to the future of electricity. “Of all the alternatives, electricity is the only one that has a ubiquitous infrastructure, is 100% domestic, has very stable supply and is 25% to 50% of the cost of a gallon of gasoline equivalent,” he says.

Crossley says any discussion about alternative fuels has to include consideration of whether the alternative really is a better choice. He says replacing gasoline engines with electrics in parts of Ontario or the U.S. industrial heartland is a step backward, since those electrics would be charged with electricity generated by coal.

Yet Kjaer argues that even coal-fired plants are being forced by regulation to clean up. “As we connect the transportation wheels to the grid, [electricity] is the only technology that with every mile you drive will be getting cleaner and cleaner,” he says.

Dubai may have the sun to generate electricity, but whether itÂ’s a good location to produce hydrogen depends on how the water arrives to the electricity or the how electricity is delivered to the water. Also, could demand for arable land to grow sugar cane decimate the Amazon rainforest?

Similarly, another knock against ethanol — which also has less heat energy than gasoline — has been that it uses more fossil fuels to produce than it displaces. Demand for biofuel has also, disputedly, been blamed for rising food prices. Crossley says that’s going to change. He points to an announcement at last year’s North American International Auto Show as proof. There, General Motors announced it had teamed up with Illinois ethanol producer Coskata Inc. to investigate production of ethanol from a variety of sources, including garbage and industrial waste. Canadian company Iogen is also working on producing the so-called cellulosic ethanol.

Of course, the future of cars isnÂ’t just about what goes into their fuel supply.

Kjaer predicts energy efficiency will be an increasingly important facet of automotive design — a drastic change from today’s front-faced, box-like vehicles such as Toyota’s FJ Cruiser or the Hummer H2.

“There will be three things that will absolutely drive what that car will look like: one, energy-efficient shape — air flow, weight, fuel efficiency; two, sustainability — whatever the fuel or propulsion system, it has to be done in a sustainable manner; and three, the automobile will continue to be more than just conveyance — because of emerging, communication technology, locational technology and entertainment. The technology will continue to evolve where we will have technology in the car to help us avoid congestion, manage the flow of traffic.”

ThatÂ’s something GM CanadaÂ’s Tom Odell is particularly excited about.

Odell, technology planner for GM Canada, says Vehicle-to-Vehicle (V2V) communication systems will not only make future driving safer but also more economical.

The most obvious use trotted out for V2V communication is the safety aspect. Here, cars would communicate with each other on their relative positions, using GPS technology, to help drivers avoid lane-change collisions and to alert drivers to potential collisions at intersections.

But Odell says a less known use for V2V is when it is integrated into the roadwork infrastructure. For example, a car stuck in traffic at Portage and Main could relay to the infrastructure to tell other cars to avoid the area. In a city such as Winnipeg, thatÂ’s less a big deal than in Toronto, where delays on such well-designed routes as the Don Valley Parkway can add up to countless litres of wasted gasoline and untold tonnes of CO2 emitted in vain. If V2V can save cars from getting stuck in that mess, energy and emissions can be saved.

And when alternative fuels come on stream, V2V can help the driver decide which fuel is most efficient at the time. For example, the plug-in hybrid could talk to the local power utility and only charge itself when peak demand — and in some cases, the cost of electricity — is low. At other times, it may suggest that because of high demand on the grid, it is actually more responsible at a particular time to drive using the gasoline/diesel generator or fuel cell as the source of electricity.

In a completely forward-thinking home, that plug-in hybrid would connect to an energy-management interface that would pull power from a variety of sources — the electric grid when demand is low, solar panels when the sun is bright and wind turbines when it’s breezy. And, for the crowning touch, the system could be set up so that the car could power the home in an emergency, such as a nighttime power outage, for instance.

SoCal EdisonÂ’s Kjaer says V2V communication is just the tip of the electric iceberg. He says that as smart power meters and improved home storage systems (read: batteries) come into play, consumers will have the power to buy electricity when demand (and at some utilities, price) is lowest.

For their cars, he sees consumers able to program their departure time into their smart meter, which will then monitor demand and price overnight and have the car fully charged, at the best possible price, in time to leave for work.

That communication will allow utilities to manage supply and demand on the electrical grid, increasing efficiency, he says. Smart meters will be able to pump electricity into homesÂ’ batteries when the price is lower and pull from the batteries and not the electric grid when prices are high. Kjaer says the value of managing demand in this way far exceeds what could be gained by soaking customers for the higher rate.

In the car, another bit of technology will even be able to shame you into being more energy-efficient, he says.

“Imagine a guy getting this data burst that says yesterday he used x kwh, drove x miles, at x cents per mile, for an efficiency factor of 80%. His wife says, ‘Gee, you didn’t drive all that efficiently. Yesterday, I got 90%.’

“It happens all the time today with the Toyota Prius [which has an energy consumption display],” he says.

With all the talk about, and fires caused by, lithium ion batteries, there really is a serious debate about whether the technology is ready for the bright lights of the automotive world.

ThereÂ’s still work to do.

So what if your battery wasnÂ’t a battery at all?

Few people, other than electronics technicians or engineers, know what a capacitor is. For years, capacitors have been used as electronic components to bypass unwanted energy, create time delays in circuits or resonate circuits operating at radio frequencies. A capacitor is essentially two electrodes, often as plates, separated by an insulating membrane. They pass alternating current and block direct current. But in blocking that direct current (like the current coming from a battery), they build up a charge of electricity. If youÂ’ve ever turned off an old radio and heard the sound slowly fade away, thatÂ’s because a capacitor in the power supply is continuing to power the radio as its charge is slowly dissipated.

Today, the capacitor is getting a new life. ItÂ’s jumping into a phone booth, changing uniforms and emerging as Supercapacitor!

Okay, so it can’t leap a tall building in a single bound, but a supercapacitor can store a ton of electricity — enough to blow batteries out of the water as energy sources for cars.

CanadaÂ’s ZENN Motors is reportedly working on a prototype for a high-speed, high-range electric car using supercapacitors instead of batteries.

Capacitors are solid-state: There is no liquid or gelled electrolyte to freeze, leak or evaporate, which also means they can be considerably lighter than batteries.

Transesterification.

Transester-what?

Long word, key to making fuel at home.

Fuel at home?

Google the keywords “biodiesel at home” and you’ll enter a world where people with diesel-powered cars are making their own fuel for a fraction of the price at the pumps. YouTube has a whole section of videos on building biodiesel processors.

It starts with vegetable oil. It ends in the tank of your diesel-engine-equipped car.

The process is called transesterification, and it’s essentially a way to turn ordinary vegetable oil — the same kind you cook with — into biodiesel. It’s not overly complicated, but it does involve precision.

Vegetable oil is essentially triglyceride. ItÂ’s the glycerin in triglyceride that makes vegetable oil problematic in direct use. Basically, you mix common household lye (potassium lye is preferred) with methanol to produce a catalyst. By mixing the methanol-lye catalyst into the oil, you separate out the glycerin, which settles to the bottom, leaving nearly-ready biodiesel on top. The biodiesel is then decanted into a washing tank, which bubbles air and water through the oil until eventually the wash water comes out clear, indicating that any glycerin residue left from the catalytic process has been removed.

The glycerin and methanol byproducts can be recycled by distilling out the methanol — which can be reused — leaving glycerin, which some biodiesel brewers turn into soap (methanol is poisonous and can be absorbed through the skin, so it must be removed).

Because of the caustic lye and flammable methanol — which all must be heated for the process to work — and the equipment needed to construct the processors, it’s not for the faint of heart. But since lye is no worse than drain cleaner and methanol is often what you use in your fondue set, neither chemical is really beyond what most average people already use.

Most biodiesel brewers use items no more complicated than electric hot water tanks and aquarium pumps to build their processors.

The process is most economical when you use waste vegetable oil (WVO), which you can often get for free or for a nominal cost from restaurants desperate for a safe, legal means to dispose of used cooking oil. WVO requires extra steps, given the food particles and water that may be present. In the future, expect the collection of waste vegetable oil from restaurants to be a growth industry, a new revenue source for restaurants and the end of free oil.

You could use vegetable oil without converting it to biodiesel, but itÂ’s thicker, can damage engines and requires a two-tank fuel delivery system on your car to accommodate the need to start the car and finish a trip using conventional petroleum diesel. Either way, cars that run on vegetable oil or biodiesel can still run on regular diesel, which means you wonÂ’t be stranded if you drive outside the range of your oil or biodiesel supply.

We often hear about algae when scientists are warning that itÂ’s suffocating Lake Winnipeg, but this tiny organism can also provide another fuel of the future.

With the right genetics and production techniques, algae can be produced that is rich in lipids — in other words, fat. Several organizations are researching the potential to grow these porkers of aquatic plant life and extract the fat to use as a diesel fuel. The beauty is that the turnover period from newly sprouted algae to fuel is short and it can be grown again and again.

In terms of the efficiency of agrifuels compared with corn or other crops, algae is the champ by a large margin. It does not require vast acreages of farmland — the algae is grown in plastic tubes filled with water — or copious amounts of fossil fuel, as solar power and electricity are the two main energy inputs.

Algae, according to the U.S. National Renewable Energy Laboratory, is capable of producing 30 times more oil per hectare than competing plants such as rapeseed or sunflower. As an example, to run its transportation needs on sunflower oil, France would have to devote 118% of its total land mass to sunflower production. ThatÂ’s right: France would have to plant more acres of land than it owns.

In a research paper published in Biofutur, a French magazine devoted to advances in biotechnology, biodiesel expert Prof. Michael Briggs at the University of New Hampshire is quoted as estimating the entire U.S. demand for petroleum could be displaced by algae farms totalling a mere 38,500 square kilometres, or approximately 5% of CanadaÂ’s total reported farmland.

Until recently, it seems the focus of the world has been on hydrogen as a future fuel. It has some significant advantages: Pure hydrogen has no carbon, so in combustion with pure oxygen does not create carbon dioxide or carbon monoxide. It is the most abundant element in the universe. In fuel cells, its only emission is water. To say the same about it in combustion requires burning it with pure oxygen, as the nitrogen that makes up 78% of air creates nitrous oxide when burned.

Hydrogen is also the first element on the periodic table, which brings us to the first of its problems: Being first means it is also the smallest, lightest atom there is — a single electron orbiting a single proton. That makes storage, transportation and distribution problematic, as it is able to escape from the tiniest of leaks. Currently, it’s either stored and distributed in liquid form, at an instant-freeze-drying temperature of -253C or under extremely high pressure, about 700 bar or more than 10,000 pounds per square inch.

Either way, the prospects of an incident during refuelling are, well, chilling.

The second is that some of the fastest means of producing hydrogen are themselves very dirty.

Reforming gasoline into hydrogen as a replacement for gasoline not only makes no sense, it leaves behind highly toxic chemicals. Breaking water with electricity is the cleanest if the electricity is clean, but how wise is using water for fuel when parts of the world are already experiencing water shortages?

Turbochargers have long been associated with performance ?— so much so, they’re banned from Formula One race cars — but at least one manufacturer is using turbocharging to get the most out of smaller engines in a bid to save fuel.

Turbochargers are essentially exhaust-driven fans that force air under pressure into an engine. The pressurized air creates a more efficient “charge” of fuel and air inside the cylinder.

Ford announced at last yearÂ’s North American International Auto Show in Detroit a series of what it calls EcoBoost engines.

The idea will be used in vehicles ranging from the compact car that grows out of the Verve concept car right up to F-Series trucks.

Christine Hollander, manager of product communications for Ford of Canada, says EcoBoost promises up to 20% fuel savings and uses already existing technology to gain efficiency.

“We believe these solutions [hydrogen, fuel cells, etc.] are more for the future. What we decided is that we need to think of a solution we can have now and that can be affordable,” she says.

EcoBoost makes its savings by combining direct injection — which injects a precise and small amount of fuel into each cylinder individually — with turbocharging. The results are engines that are both more powerful and more fuel efficient than what they replace. The first application will come later this year on the Lincoln MKS sedan, where the current 3.7-litre V6 engine (with 273 horsepower and 270 pound-feet of torque) will be replaced with a 3.5L twin-turbo V6 (with 340 hp and 340 lb-ft of torque) that is estimated to be 20% more efficient.

While the idea today is to gain more efficiency from gas-powered vehicles, the possibility to adapt the idea to create more efficient on-board generators for cars such as Sebastian MyersÂ’ 2029 Volt remains.

So, whatÂ’s the ultimate solution to driving in 2029? There isnÂ’t one. But hereÂ’s my prediction: a Volt-like plug-in hybrid electric using a supercapacitor for energy storage and an on-board turbocharged, direct-injection diesel motor to recharge the supercapacitor. By then, expect it to run on biodiesel, either brewed at home or by what is now a nascent biodiesel industry.

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Renewables Surpass Coal in India's Energy Capacity Shift

India Renewable Energy Surge 2024 signals coal's decline as solar and wind capacity soar, aided by policy incentives, grid upgrades, energy storage, and falling costs, accelerating decarbonization and clean power growth.

 

Key Points

Q1 2024 saw renewables outpace coal in new capacity, led by cheaper solar, wind, policy support, and storage.

✅ 71.5% of new Q1 capacity came from renewables

✅ Solar and wind expand on falling costs and faster permitting

✅ Grid integration needs storage, skills, and just transition

 

In a landmark shift for the world's second-most populous nation, coal has finally been dethroned as the king of India's energy supply. The first quarter of 2024 saw a historic surge in renewable energy capacity, particularly on-grid solar development across states, pushing its share of power generation past 71.5%. This remarkable feat marks a turning point in India's journey towards a cleaner and more sustainable energy future.

For decades, coal has been the backbone of India's power sector, fueling rapid economic growth but also leading to concerning levels of air pollution. However, a confluence of factors has driven this dramatic shift, even as coal generation surges create short-term fluctuations in the mix. Firstly, the cost of solar and wind power has plummeted in recent years, making them increasingly competitive with coal. Secondly, the Indian government has set ambitious renewable energy targets, aiming for 50% of cumulative power generation capacity from non-fossil fuel sources by 2030. Thirdly, growing public awareness about the environmental impact of coal has spurred a demand for cleaner alternatives.

This surge in renewables is not just about replacing coal. The first quarter of 2024 witnessed a record-breaking addition of 13,669 megawatts (MW) of power generation capacity, with renewables accounting for a staggering 71.5% of that figure, aligning with 30% global renewable electricity milestones seen worldwide. This rapid expansion is driven by factors like falling equipment costs, streamlined permitting processes, and attractive government incentives. Solar and wind energy are leading the charge, and in other major markets renewables are projected to reach one-fourth of U.S. generation in the near term, with large-scale solar farms and wind turbine installations dotting the Indian landscape.

The transition away from coal presents both opportunities and challenges. On the positive side, cleaner air will lead to significant health benefits for millions of Indians. Additionally, India can establish itself as a global leader in the renewable energy sector, attracting investments and creating new jobs, echoing how China's solar PV expansion reshaped markets in the previous decade. However, challenges remain. Integrating such a large amount of variable renewable energy sources like solar and wind into the grid requires robust energy storage solutions. Furthermore, millions of jobs in the coal sector need to be transitioned to new opportunities in the green economy.

Despite these challenges, India's move towards renewables is a significant development with global implications, as U.S. renewable electricity surpassed coal in 2022, underscoring broader momentum. It demonstrates the growing viability of clean energy solutions and paves the way for other developing nations to follow suit. India's success story can inspire a global shift towards a more sustainable energy future, one powered by the sun, wind, and other renewable resources.

Looking ahead, continued government support, technological advancements, and innovative financing mechanisms will be crucial for sustaining India's renewable energy momentum. The future of India's energy sector is undoubtedly bright, fueled by the clean and abundant power of the sun and the wind, as wind and solar surpassed coal in the U.S. in recent comparisons. The world will be watching closely to see if India can successfully navigate this energy transition, setting an example for other nations struggling to balance development with environmental responsibility.

 

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Smaller, cheaper, safer: Next-gen nuclear power, explained

MARVEL microreactor debuts at Idaho National Laboratory as a 100 kW, liquid-metal-cooled, zero-emissions generator powering a nuclear microgrid, integrating wind and solar for firm, clean energy in advanced nuclear applications research.

 

Key Points

A 100 kW, liquid-metal-cooled INL reactor powering a nuclear microgrid and showcasing zero-emissions clean energy.

✅ 100 kW liquid-metal-cooled microreactor at INL

✅ Powers first nuclear microgrid for applications testing

✅ Integrates with wind and solar for firm clean power

 

Inside the Transient Reactor Test Facility, a towering, windowless gray block surrounded by barbed wire, researchers are about to embark on a mission to solve one of humanity’s greatest problems with a tiny device.

Next year, they will begin construction on the MARVEL reactor. MARVEL stands for Microreactor Applications Research Validation and EvaLuation. It’s a first-of-a-kind nuclear power generator with a mini-reactor design that is cooled with liquid metal and produces 100 kilowatts of energy. By 2024, researchers expect MARVEL to be the zero-emissions engine of the world’s first nuclear microgrid at Idaho National Laboratory (INL).

“Micro” and “tiny,” of course, are relative. MARVEL stands 15 feet tall, weighs 2,000 pounds, and can fit in a semi-truck trailer. But it's minuscule compared to conventional nuclear power plants, which span acres, produces gigawatts of electricity to power whole states, and can take more than a decade to build.

For INL, where scientists have tested dozens of reactors over the decades across an area three-quarters the size of Rhode Island, it’s a radical reimagining of the technology. This advanced reactor design could help overcome the biggest obstacles to nuclear energy: safety, efficiency, scale, cost, and competition. MARVEL is an experiment to see how all these pieces could fit together in the real world.

“It’s an applications test reactor where we’re going to try to figure out how we extract heat and energy from a nuclear reactor and apply it — and combine it with wind, solar, and other energy sources,” said Yasir Arafat, head of the MARVEL program.

The project, however, comes at a time when nuclear power is getting pulled in wildly different directions, from phase-outs to new strategies like the UK’s green industrial revolution that shapes upcoming reactors.

Germany just shut down its last nuclear reactors. The U.S. just started up its first new reactor in 30 years, underscoring a shift. France, the country with the largest share of nuclear energy on its grid, saw its atomic power output decline to its lowest since 1988 last year. Around the world, there are currently 60 nuclear reactors under construction, with 22 in China alone.

But the world is hungrier than ever for energy. Overall electricity demand is growing: Global electricity needs will increase nearly 70 percent by 2050 compared to today’s consumption, according to the Energy Information Administration. At the same time, the constraints are getting tighter. Most countries worldwide, including the U.S., have committed to net-zero goals by the middle of the century, even as demand rises.

To meet this energy demand without worsening climate change, the U.S. Energy Department’s report on advanced nuclear energy released in March said, “the U.S. will need ~550–770 [gigawatts] of additional clean, firm capacity to reach net-zero; nuclear power is one of the few proven options that could deliver this at scale.”

The U.S. government is now renewing its bets on nuclear power to produce steady electricity without emitting greenhouse gases. The Bipartisan Infrastructure Law included $6 billion to keep existing nuclear power plants running. In addition, the Inflation Reduction Act, the U.S. government’s largest investment in countering climate change, includes several provisions to benefit atomic power, including tax credits for zero-emissions energy.

“It’s a game changer,” said John Wagner, director of INL.

The tech sector is jumping in, too, as atomic energy heats up across startups and investors. In 2021, venture capital firms poured $3.4 billion into nuclear energy startups. They’re also pouring money into even more far-out ideas, like nuclear fusion power. Public opinion has also started moving. An April Gallup poll found that 55 percent of Americans favour and 44 percent oppose using atomic energy, the highest levels of support in 10 years.

 

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Mercury in $3 billion takeover bid for Tilt Renewables

Mercury Energy Tilt Renewables acquisition signals a trans-Tasman energy push as PowAR and Mercury split assets via a scheme of arrangement, offering $7.80 per share and a $2.96b valuation across Australia and New Zealand.

 

Key Points

A PowAR-Mercury deal to buy Tilt Renewables, splitting Australian and New Zealand assets via a court-approved scheme.

✅ $7.80 per share, valuing Tilt at $2.96b

✅ PowAR takes AU assets; Mercury gets NZ business

✅ Infratil and Mercury to vote for the scheme

 

Mercury Energy and an Australian partner appear to have won the race to buy Tilt Renewables, an Australasian wind farm developer which was spun out of TrustPower, bidding almost $3 billion, amid wider utility consolidation such as the Peterborough Distribution sale to Hydro One.

Yesterday Tilt Renewables announced that it had entered a scheme implementation agreement under which it was proposed that PowAR would acquire its Australian business and Mercury would acquire the New Zealand business, mirroring cross-border approvals where U.S. antitrust clearance shaped Hydro One's bid for Avista.

Conducted through a scheme of arrangement, Tilt shareholders will be offered $7.80 a share, valuing Tilt at $2.96b.

Yesterday morning shares in Tilt opened about 18 per cent up at $7.65, though regulatory outcomes can swing valuations as seen when Hydro One-Avista reconsideration of a U.S. order came into play.

In early December Infratil, which owns around two thirds of Tilt's shares, announced it was undertaking a review of its investment after receiving approaches, with investor sentiment sensitive to governance shifts as when Hydro One shares fell after leadership changes in Ontario.

According to a report in the Australian Financial Review, the transtasman bid beat out other parties including ASX-listed APA Group, Canadian pension fund CDPQ and Australian fund manager Infrastructure Capital Group, as Canadian investors like Ontario Teachers' Plan pursue similar infrastructure deals.

“This compelling acquisition proposal is a result of Tilt Renewables’ constant focus on delivering long-term value for shareholders and the board is pleased that, with these new owners, the transition to renewables in Australia and New Zealand will continue to accelerate,” Tilt’s chairman Bruce Harker said.

Comparable community-led clean energy partnerships, such as initiatives with British Columbia First Nations highlighted in clean-energy generation, underscore the broader momentum.

Just prior to the announcement, Tilt shares had been trading for less than $4. Such repricing reflects how utilities can face perceived uncertainties, as one investor argued too many unknowns at the time.

Mercury is already Tilt’s second largest shareholder, at just under 20 per cent. Both Infratil and Mercury have agreed to vote in favour of the scheme. The deal values Tilt’s New Zealand business at $770m, however the value of Mercury’s existing shareholding is around $585m, meaning the company will increase debt by around $185m.

 

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Can the Electricity Industry Seize Its Resilience Moment?

Hurricane Grid Resilience examines how utilities manage outages with renewables, microgrids, and robust transmission and distribution systems, balancing solar, wind, and batteries to restore service, harden infrastructure, and improve storm response and recovery.

 

Key Points

Hurricane grid resilience is a utility approach to withstand storms, reduce outages, and speed safe power restoration.

✅ Focus on T&D hardening, vegetation management, remote switching

✅ Balance generation mix; integrate solar, wind, batteries, microgrids

✅ Plan 12-hour shifts; automate forecasting and outage restoration

 

When operators of Duke Energy's control room in Raleigh, North Carolina wait for a hurricane, the mood is often calm in the hours leading up to the storm.

“Things are usually fairly quiet before the activity starts,” said Mark Goettsch, the systems operations manager at Duke. “We’re anxiously awaiting the first operation and the first event. Once that begins, you get into storm mode.”

Then begins a “frenzied pace” that can last for days — like when Hurricane Florence parked over Duke’s service territory in September.

When an event like Florence hits, all eyes are on transmission and distribution. Where it’s available, Duke uses remote switching to reconnect customers quickly. As outages mount, the utility forecasts and balances its generation with electricity demand.

The control center’s four to six operators work 12-hour shifts, while nearby staff members field thousands of calls and alarms on the system. After it’s over, “we still hold our breath a little bit to make sure we’ve operated everything correctly,” said Goettsch. Damage assessment and rebuilding can only begin once a storm passes.

That cycle is becoming increasingly common in utility service areas like Duke's.

A slate of natural disasters that reads like a roll call — Willa, Michael, Harvey, Irma, Maria, Florence and Thomas — has forced a serious conversation about resiliency. And though Goettsch has heard a lot about resiliency as a “hot topic” at industry events and meetings, those conversations are only now entering Duke’s control room.

Resilience discussions come and go in the energy industry. Storms like Hurricane Sandy and Matthew can spur a nationwide focus on resiliency, but change is largely concentrated in local areas that experienced the disaster. After a few news cycles, the topic fades into the background.

However, experts agree that resilience is becoming much more important to year-round utility planning and operations as utilities pursue decarbonization goals across their fleets. It's not a fad.

“If you look at the whole ecosystem of utilities and vendors, there’s a sense that there needs to be a more resilient grid,” said Miki Deric, Accenture’s managing director of utilities, transmission and distribution for North America. “Even if they don’t necessarily agree on everything, they are all working with the same objective.”

Can renewables meet the challenge?

After Hurricane Florence, The Intercept reported on coal ash basins washed out by the storm’s overwhelming waters. In advance of that storm, Duke shut down one nuclear plant to protect it from high winds. The Washington Post also recently reported on a slowly leaking oil spill, which could surpass Deepwater Horizon in size, caused by Hurricane Ivan in 2004.

Clean energy boosters have seized on those vulnerabilities.They say solar and wind, which don’t rely on access to fuel and can often generate power immediately after a storm, provide resilience that other electricity sources do not.

“Clearly, logistics becomes a big issue on fossil plants, much more than renewable,” said Bruce Levy, CEO and president at BMR Energy, which owns and operates clean energy projects in the Caribbean and Latin America. “The ancillaries around it — the fuel delivery, fuel storage, water in, water out — are all as susceptible to damage as a renewable plant.”

Duke, however, dismissed the notion that one generation type could beat out another in a serious storm.

“I don’t think any generation source is immune,” said Duke spokesperson Randy Wheeless. “We’ve always been a big supporter of a balanced energy mix, reflecting why the grid isn't 100% renewable in practice today. That’s going to include nuclear and natural gas and solar and renewables as well. We do that because not every day is a good day for each generation source.”

In regard to performance, Wade Schauer, director of Americas Power & Renewables Research at Wood Mackenzie, said the situation is “complex.” According to him, output of solar and wind during a storm depends heavily on the event and its location.

While comprehensive data on generation performance is sparse, Schauer said coal and gas generators could experience outages at 25 percent while stormy weather might cut 95 percent of output from renewables, underscoring clean energy's dirty secret about variability under stress. Ahead of last year’s “bomb cyclone” in New England, WoodMac data shows that wind dropped to less than 1 percent of the supply mix.

“When it comes to resiliency, ‘average performance’ doesn't cut it,” said Schauer.

In the future, he said high winds could impact all U.S. offshore wind farms, since projects are slated for a small geographic area in the Northeast. He also pointed to anecdotal instances of solar arrays in New England taken out by feet of snow. During Florence, North Carolina’s wind farms escaped the highest winds and continued producing electricity throughout. Cloud cover, on the other hand, pushed solar production below average levels.

After Florence passed, Duke reported that most of its solar came online quickly, although four of its utility-owned facilities remained offline for weeks afterward. Only one was because of damage; the other three remained offline due to substation interconnection issues.

“Solar performed pretty well,” said Wheeless. “But did it come out unscathed? No.”

According to installer reports, solar systems fared relatively well in recent storms, even as the Covid-19 impact on renewables constrained projects worldwide. But the industry has also highlighted potential improvements. Following Hurricanes Maria and Irma, the Federal Emergency Management Agency published guidelines for installing and maintaining storm-resistant solar arrays. The document recommended steps such as annual checks for bolt tightness and using microinverters rather than string inverters.

Rocky Mountain Institute (RMI) also assembled a guide for retrofitting and constructing new installations. It described attributes of solar systems that survived storms, like lateral racking supports, and those that failed, like undersized and under-torqued bolts.

“The hurricanes, as much as no one liked them, [were] a real learning experience for folks in our industry,” said BMR’s Levy. “We saw what worked, and what didn’t.”          

Facing the "800-pound gorilla" on the grid

Advocates believe wind, solar, batteries and microgrids offer the most promise because they often rely less on transmitting electricity long distances and could support peer-to-peer energy models within communities.

Most extreme weather outages arise from transmission and distribution problems, not generation issues. Schauer at WoodMac called storm damage to T&D the “800-pound gorilla.”

“I'd be surprised if a single customer power outage was due to generators being offline, especially since loads where so low due to mild temperatures and people leaving the area ahead of the storm,” he said of Hurricane Florence. “Instead, it was wind [and] tree damage to power lines and blown transformers.”

 

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U.S. Speeds Up Permitting for Geothermal Energy

Geothermal Emergency Permitting accelerates BLM approvals on public lands via categorical exclusions for exploratory drilling and geophysical surveys, boosting domestic energy security, cutting timelines by up to a year, and streamlining low-impact reviews.

 

Key Points

A policy fast-tracking geothermal exploration on public lands, using BLM categorical exclusions to cut review delays.

✅ Categorical exclusions speed exploratory drilling approvals

✅ Cuts permitting timelines by up to one year

✅ Focused on public lands to enhance energy security

 

In a significant policy shift, the U.S. Department of the Interior has introduced emergency permitting procedures aimed at expediting the development of geothermal energy projects. This initiative, announced on May 30, 2025, is part of a broader strategy to enhance domestic energy production, seen in proposals to replace Obama's power plant overhaul and reduce reliance on foreign energy sources.

Background and Rationale

The decision to fast-track geothermal energy projects comes in the wake of President Donald Trump's declaration of a national energy emergency, which faces a legal challenge from Washington's attorney general, on January 20, 2025. This declaration cited high energy costs and an unreliable energy grid as threats to national security and economic prosperity. While the emergency order includes traditional energy resources such as oil, gas, coal, and uranium and nuclear energy resources, it notably excludes renewable sources like solar, wind, and hydrogen from its scope.

Geothermal energy, which harnesses heat from beneath the Earth's surface to generate electricity, is considered a reliable and low-emission energy source. However, its development has been hindered by lengthy permitting processes and environmental reviews, with recent NEPA rule changes influencing timelines. The new emergency permitting procedures aim to address these challenges by streamlining the approval process for geothermal projects.

Key Features of the Emergency Permitting Procedures

Under the new guidelines, the Bureau of Land Management (BLM) has adopted categorical exclusions to expedite the review and approval of geothermal energy exploration on public lands. These exclusions allow for faster permitting of low-impact activities, such as drilling exploratory wells and conducting geophysical surveys, without the need for extensive environmental assessments.

Additionally, the BLM has proposed a new categorical exclusion that would apply to operations related to the search for indirect evidence of geothermal resources. This proposal is currently open for public comment and, if finalized, would further accelerate the discovery of new geothermal resources on public lands.

Expected Impact on Geothermal Energy Development

The implementation of these emergency permitting procedures is expected to significantly reduce the time and cost associated with developing geothermal energy projects. According to the Department of the Interior, the new measures could cut permitting timelines by up to a year for certain types of geothermal exploration activities.

This acceleration in project development is particularly important given the untapped geothermal potential in regions like Nevada, which is home to some of the largest undeveloped geothermal resources in the country.

Industry and Environmental Reactions

The geothermal industry has largely welcomed the new permitting procedures, viewing them as a necessary step to unlock the full potential of geothermal energy. Industry advocates argue that reducing permitting delays will facilitate the deployment of geothermal projects, contributing to a more reliable and sustainable energy grid amid debates over electricity pricing changes that affect market signals.

However, the exclusion of solar and wind energy projects from the emergency permitting procedures has drawn criticism from some environmental groups. Critics argue that a comprehensive approach to energy development should include all renewable sources, not just geothermal, to effectively address climate change, as reflected in new EPA pollution limits for coal and gas power plants, and promote energy sustainability.

The U.S. government's move to implement emergency permitting procedures for geothermal energy development marks a significant step toward enhancing domestic energy production and reducing reliance on foreign energy sources. By streamlining the approval process for geothermal projects, the administration aims to accelerate the deployment of this reliable and low-emission energy source. While the exclusion of other renewable energy sources from the emergency procedures has sparked debate, especially after states like California halted an energy rebate program during a federal freeze, the focus on geothermal energy underscores its potential role in the nation's energy future.

 

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Ontario Provides Stable Electricity Pricing for Industrial and Commercial Companies

Ontario ICI Electricity Pricing Freeze helps Industrial Conservation Initiative (ICI) participants by stabilizing Global Adjustment charges, suspending peak hours curtailment, and reducing COVID-19-related electricity cost volatility to support large employers returning operations to full capacity.

 

Key Points

A two-year policy stabilizing GA costs and pausing peak-hour cuts to aid industrial and commercial recovery.

✅ GA cost share frozen for two years

✅ No peak-hour curtailment obligations

✅ Supports industrial and commercial restart

 

The Ontario government is helping large industrial and commercial companies return to full levels of operation without the fear of electricity costs spiking by providing more stable electricity pricing for two years. Effective immediately, companies that participate in the Industrial Conservation Initiative (ICI) will not be required to reduce their electricity usage during peak hours or shift some load to ultra-low overnight pricing where applicable, as their proportion of Global Adjustment (GA) charges for these companies will be frozen.

"Ontario's industrial and commercial electricity consumers continue to experience unprecedented economic challenges during COVID-19, with electricity relief for households and small businesses introduced to help," said Greg Rickford, Minister of Energy, Northern Development and Mines. "Today's announcement will allow large industrial employers to focus on getting their operations up and running and employees back to work, instead of adjusting operations in response to peak electricity demand hours."

Due to COVID-19, electricity consumption in Ontario has been below average as fall in demand as people stayed home across the province, and the province is forecast to have a reliable supply of electricity, supported by the system operator's staffing contingency plans during the pandemic, to accommodate increased usage. Peak hours generally occur during the summer when the weather is hot and electricity demand from cooling systems is high.

"Today's action will reduce the burden of anticipating and responding to peak hours for more than 1,300 ICI participants with 2,000 primarily industrial facilities in Ontario," said Bill Walker, Associate Minister of Energy. "Now these large employers can focus on getting their operations back up and running at full tilt and explore new energy-efficiency programs to manage costs."

The government previously announced it was providing temporary relief for industrial and commercial electricity consumers that do not participate in the Regulated Price Plan (RPP) by deferring a portion of GA charges for April, May and June 2020 and by extending off-peak rates for many customers, as well as a disconnect moratorium extension for residential electricity users.

 

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