Hitachi Energy to accelerate sustainable mobility in Germany's biggest city

Canada Coal Phase-Out Costs highlight Fraser Institute findings on renewable energy, wind and solar integration, grid reliability, natural gas backup, GDP impacts, greenhouse gas emissions reductions, nuclear alternatives, and transmission upgrades across provincial electricity systems.

Key Points

Costs to replace coal with renewables, impacting taxpayers and ratepayers while ensuring grid reliability.

✅ Fraser Institute estimates $16.8B-$33.7B annually for renewables.

✅ Emissions cut from coal phase-out estimated at only 7.4% nationally.

✅ Natural gas backup and grid upgrades drive major cost increases.

Replacing coal-fired electricity with renewable energy will cost Canadian taxpayers and hydro ratepayers up to $33.7 billion annually, with only minor reductions in global greenhouse gas emissions linked to climate change, according to a new study by the Fraser Institute.

The report, Canadian Climate Policy and its Implications for Electricity Grids by University of Victoria economics professor G. Cornelis van Kooten, said replacing coal-fired electricity with wind and solar power would only cut Canada’s annual emissions by 7.4%,

Prime Minister Justin Trudeau’s has promised a reduction of 40%-45% compared to Canada’s 2005 emissions by 2030, and progress toward the 2035 clean electricity goals remains uncertain.

The study says emission cuts would be relatively small because coal accounted for only 9.2% of Canada’s electricity generation in 2017. (According to Natural Resources Canada, that number is lower today at 7.4%).

In 2019, the last year for which federal data are available, Canada’s electricity sector generated 8.4% of emissions nationally — 61.1 million tonnes out of 730 million tonnes.

“Despite what advocates, claim, renewable power — including wind and solar — isn’t free and, as Europe's power crisis lessons suggest, comes with only modest benefits to the environment,” van Kooten said.

“Policy makers should be realistic about the costs of reducing greenhouse gas emissions in Canada, which accounts for less than 2% of emissions worldwide.”

The report says the increased costs of operating the electricity grid across Canada — between $16.8 billion and $33.7 billion annually or 1% to 2% of Canada’s annual GDP — would result from having to retain natural gas, consistent with net-zero regulations allowing some natural gas in limited cases, as a backup to intermittent wind and solar power, which cannot provide baseload power to the electricity grid on demand.

Van Kooten said his cost estimates are conservative because his study “could not account for scenarios where the scale of intermittency turned out worse than indicated in our dataset … the costs associated with the value of land in other alternative uses, the need for added transmission lines, as analyses of greening Ontario's grid costs indicate, environmental and human health costs and the life-cycle costs of using intermittent renewable sources of energy, including costs related to the disposal of hazardous wastes from solar panels and wind turbines.”

If nuclear power was used to replace coal-fired electricity, the study says, costs would drop by half — $8.3 billion to $16.7 billion annually — but that’s unrealistic because of the time it takes to build nuclear plants and public opposition to them.

The study says to achieve the federal government’s target of reducing emissions to 40% to 45% below 2005 levels by 2030 and net-zero emissions by 2050, would require building 30 nuclear power plants before 2030, highlighting Canada’s looming power problem as described by analysts — meaning one plant of 1,000-megawatt capacity coming online every four months between now and 2030.

Alternatively, it would take 28,340 wind turbines, each with 2.5-megawatts capacity, or 1,050 turbines being built every four months, plus the costs of upgrading transmission infrastructure.

Van Kooten said he based his calculations on Alberta, which generates 39.8% of its electricity from coal and the cost of Ontario eliminating coal-fired electricity, even as Ontario electricity getting dirtier in coming years, which generated 25% of its electricity, between 2003 and 2014, replacing it with a combination of natural gas, nuclear and wind and solar power.

According to Natural Resources Canada, Nova Scotia generates 49.9% of its electricity from coal, Saskatchewan 42.9%, and New Brunswick 17.2%.

In 2018, the Trudeau government announced plans to phase-out traditional coal-fired electricity by 2030, though the Stop the Shock campaign seeks to bring back coal power in some regions. 

Canada and the U.K. created the “Powering Past Coal Alliance” in 2017, aimed at getting other countries to phase out the use of coal to generate electricity.

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Ontario EV Charging Network Delay highlights permitting hurdles, grid limitations, and public-private rollout challenges across 250 sites, as two-thirds of 475 chargers go live while full provincewide infrastructure deployment slips to fall.

Key Points

A provincial rollout setback where permitting and grid issues delay full activation of Ontario's 475 public EV chargers.

✅ Two-thirds of 475 chargers live by the initial deadline

✅ Remaining stations expected online by fall

✅ Delays tied to permits, site conditions, and grid capacity

The Ontario government admitted Wednesday that it will fall short of meeting its deadline this Friday of creating a network of 475 electric vehicle charging stations in 250 locations across the province, and it's blaming unforeseen problems for the delay.

"We know some of our partners have encountered difficulties around permitting and some of the technical aspects of having some of the chargers up and running, even as we work to make it easier to build EV charging stations across Ontario," said Transportation Minister Steven Del Duca.

Two-thirds of the network will be live on Friday with the rest of the stations expected to be up and running by fall, according to the Ministry of Transportation. 

"Each of our partners' individual charging stations are subject to different site conditions, land ownership, municipal permitting, electrical grid limitations, as seen in regions where EV infrastructure lags, and other factors which have influenced timelines," said Bob Nichols, senior media liaison officer for the Transportation Ministry, in a statement. 

Because the stations are located in various community centres, retail outlets and other public spaces, Del Duca said the government's public and private sector partners are facing challenges in obtaining permits but are "motivated to get it right."

Cara Clairman, president and CEO of Plug'n Drive, an organization dedicated to accelerating the rollout of electric vehicles, says she isn't concerned about the delay.

"It was a pretty aggressive timeline. The EV community is pretty happy with the fact that it is going to happen. It might be slightly delayed but I think overall the mood is positive," she said.

Clairman said there are now more than 10,000 electric vehicles in the province and that more growth is expected as Ontario's next EV wave emerges in the market. She doesn't believe the delay in the rollout of charging stations will deter anyone from purchasing electric vehicles, even amid EV shortages and wait times in some segments.

"It certainly does help to persuade new folks to get on board but I think since they know it is coming, I don't see it having a big impact." 

Horwath not surprised

NDP Leader Andrea Horwath said she's not surprised the government didn't meet its target.

"You shouldn't be making these promises if you can't fulfil them, that's the bottom line," she said. "Let's be realistic with
what you're able to achieve."

Progressive Conservative transportation critic Michael Harris suggested the Liberals don't have their priorities straight when it comes to electric vehicles.

"I think the focus for Kathleen Wynne was handing out $14,000 rebates to owners of Teslas, while they really should have been focusing their time and energy on ensuring that the infrastructure for electric vehicles has actually been rolled out," Harris said.

Covering every corner

Del Duca said the ministry has seen "some fairly tremendous success" despite the delays but that there have been a few challenges in building a network that ranges across the province, even as N.L.'s first fast-charging network is touted as just the beginning elsewhere. 

"We definitely want to make sure we're building a network that covers every corner of Ontario. Yes, we have some challenges and we are slightly delayed," the minister said.

"We anticipate being able to provide more resources in the coming months to continue to deploy an even broader network of charging infrastructure, including in northern Ontario."

Del Duca said a map on the ministry's website showing where the charging stations are installed should be updated in the next few days.

Premier Wynne committed to building a charging network for electric vehicles across Ontario at the 2015 climate change talks in Paris.

The $20 million in funding for the charging stations comes from Ontario's $325 million Green Investment Fund, which supports projects that fight climate change.

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EV Charging Infrastructure accelerates with federal funding, NEVI corridors, and Level 2/3 DC fast charging to cut range anxiety, support apartment dwellers, and scale to 500,000 public chargers alongside tax credits and state mandates.

Key Points

The network of public and private hardware, software, and policies enabling reliable Level 2/3 EV charging at scale.

✅ $7,500/$4,000 tax credits spur adoption and charger demand

✅ NEVI funding builds 500,000 public, reliable DC fast chargers

✅ Equity focus: apartment, curbside, bidirectional and inductive tech

Speaking in front of a line of the latest electric vehicles (EVs) at this month’s North American International Auto Show, President Joe Biden declared: “The great American road trip is going to be fully electrified.”

Most vehicles on the road are still gas guzzlers, but Washington is betting big on change, with EV charging networks competing to expand as it hopes that major federal investment will help reach a target set by the White House for 50% of new cars to be electric by 2030. But there are roadblocks – specifically when it comes to charging them all. “Range anxiety,” or how far one can travel before needing to charge, is still cited as a major deterrent for potential EV buyers.

The auto industry recently passed the 5% mark of EV market share – a watershed moment, arriving ahead of schedule according to analysts, before rapid growth. New policies at the state and local level could very well spur that growth: the Inflation Reduction Act, which passed this summer, offers tax credits of $4,000 to purchase a used EV and up to $7,500 for certain new ones. In August, California, the nation’s largest state and economy, announced rules that would ban all new gas-powered cars by 2035, as part of broader grid stability efforts in the state. New York plans to follow.

So now, the race is on to provide chargers to power all those new EVs.

The administration’s target of 500,000 public charging units by 2030 is a far cry from the current count of nearly 50,000, according to the Department of Energy’s estimate. And those new chargers will have to be fast – what’s known as Level 2 or 3 charging – and functional in order to create a truly reliable system, even as state power grids face added demands across regions. Today, many are not.

Last week, the White House approved plans for all 50 states, along with Washington DC, and Puerto Rico, to set up chargers along highways, unlocking $1.5bn in federal funding to that end, as US automakers’ charger buildout to complement public funds. The money comes from the landmark infrastructure bill passed last year, which invests $7.5bn for EV charging in total.

But how much of that money is spent is largely going to be determined at the local level, amid control over charging debates among stakeholders. “It’s a difference between policy and practice,” said Drew Lipsher, the chief development officer at Volta, an EV charging provider. “Now that the federal government has these policies, the question becomes, OK, how does this actually get implemented?” The practice, he said, is up to states and municipalities.

As EV demand spikes, a growing number of cities are adopting policies for EV charging construction. In July, the city of Columbus passed an “EV readiness” ordinance, which will require new parking structures to host charging stations proportionate to the number of total parking spots, with at least one that is ADA-accessible. Honolulu and Atlanta have passed similar measures.

One major challenge is creating a distribution model that can meet a diversity of needs.

At the moment, most EV owners charge their cars at home with a built-in unit, which governments can help subsidize. But for apartment dwellers or those living in multi-family homes, that’s less feasible. “When we’re thinking about the largest pieces of the population, that’s where we need to really be focusing our attention. This is a major equity issue,” said Alexia Melendez Martineau, the policy manager at Plug-In America, an EV consumer advocacy group.

Bringing power to people is one such solution. In Hoboken, New Jersey, Volta is working with the city to create a streetside charging network. “The network will be within a five-minute walk of every resident,” said Lipsher. “Hopefully this is a way for us to really import it to cities who believe public EV charging infrastructure on the street is important.” Similarly, in parts of Los Angeles – as in Berlin and London – drivers can get a charge from a street lamp.

And there may be new technologies that could help, exciting experts and EV enthusiasts alike. That could include the roads themselves charging EVs through a magnetizable concrete technology being piloted in Indiana and Detroit. And bidirectional charging, where, similar to solar panels, drivers can put their electricity back into the grid – or perhaps even to another EV, through what’s known as electric vehicle supply equipment (EVSE). Nissan approved the technology for their Leaf model this month.

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Whooping crane migration near wind turbines shows strong avoidance of stopover habitat within 5 km, reshaping Great Plains siting decisions, reducing collision risk, and altering routes across croplands, grasslands, and wetlands.

Key Points

It examines cranes avoiding stopovers within 5 km of turbines, reshaping habitat use and routing across the Great Plains.

✅ Cranes 20x likelier to rest >5 km from turbines.

✅ About 5% of high-quality stopover habitat is impacted.

✅ Findings guide wind farm siting across Great Plains wetlands.

As gatherings to observe whooping cranes join the ranks of online-only events this year, a new study offers insight into how the endangered bird is faring on a landscape increasingly dotted with wind turbines across regions. The paper, published this week in Ecological Applications, reports that whooping cranes migrating through the U.S. Great Plains avoid “rest stop” sites that are within 5 km of wind-energy infrastructure.

Avoidance of wind turbines can decrease collision mortality for birds, but can also make it more difficult and time-consuming for migrating flocks to find safe and suitable rest and refueling locations. The study’s insights into migratory behavior could improve future siting decisions as wind energy infrastructure continues to expand, despite pandemic-related investment risks for developers.

“In the past, federal agencies had thought of impacts related to wind energy primarily associated with collision risks,” said Aaron Pearse, the paper’s first author and a research wildlife biologist for the U.S. Geological Survey’s Northern Prairie Wildlife Research Center in Jamestown, N.D. “I think this research changes that paradigm to a greater focus on potential impacts to important migration habitats.”

Some policymakers have also rejected false health claims about wind turbines and cancer in public debate, underscoring the need for evidence-based decisions.

The study tracked whooping cranes migrating across the Great Plains, a region that encompasses a mosaic of croplands, grasslands and wetlands. The region has seen a rapid proliferation of wind energy infrastructure in recent years: in 2010, there were 2,215 wind towers within the whooping crane migration corridor that the study focused on; by 2016, when the study ended, there were 7,622 wind towers within the same area.

Pearse and his colleagues found that whooping cranes migrating across the study area in 2010 and 2016 were 20 times more likely to select “rest stop” locations at least 5 km away from wind turbines than those closer to turbines, a pattern with implications for developers as solar incentive changes reshape wind market dynamics according to industry analyses.

The authors estimated that 5% of high-quality stopover habitat in the study area was affected by presence of wind towers. Siting wind infrastructure outside of whooping cranes’ migration corridor would reduce the risk of further habitat loss not only for whooping cranes, but also for millions of other birds that use the same land for breeding, migration, and wintering habitat, and real-world siting controversies, such as an Alberta wind farm cancellation, illustrate how local factors shape outcomes for wildlife.

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China EV Market sees surging deliveries as Tesla, XPeng, Nio, and Li Auto race for market share, driven by tech-forward infotainment, autonomous features, and strong P7 and G3 demand, signaling intensifying competition and rapid growth.

Key Points

China EV Market features rapid EV sales growth led by Tesla, XPeng, Nio, and Li Auto amid tech-driven competition.

✅ XPeng deliveries up 617% YoY in June; 459% YTD growth

✅ Nio and Li Auto post triple-digit quarterly gains

✅ Tech focus: infotainment, ADAS; models P7, G3, G3i

XPeng President and Vice Chairman Brian Gu is quick to praise the Tesla brand and acknowledge the EV maker's "commanding" market share in China, and in key markets like the California EV market as well. 

But in the same breath, the executive at the upstart China-based EV rival said his company and peers are fast closing the competitive gap with Tesla.

"I think the Chinese players are catching up very quickly," Gu said on Yahoo Finance Live. "Our product as well as some of the other products that are being introduced by the leading players are very good, and have comparable specs — as well as better features I think compared to Tesla."

That point is not lost in the sales data from the main China EV players, and mirrors the global EV surge seen in recent years.

XPeng said this week deliveries in June surged 617% year-over-year to 6,565. So far this year, deliveries have skyrocketed 459% to 30,738 fueled by demand for XPeng's P7 sedan and G3 SUV, despite concerns about the biggest threats to the EV boom among investors. 

June deliveries at Nio rose 116% from a year ago to 8,083, even as mainstream adoption hurdles remain industry-wide. For the quarter ending June 30, Nio delivered 21,896 vehicles marking a growth rate from a year ago of 112%. 

As for Li Auto, its June deliveries rose 321% from a year earlier to 7,713. Second quarter deliveries improved 166% year-over-year to 17,575.

Tesla reportedly sold 33,155 cars in China in June, up 122% year-over-year, even as its energy business outlook remains a focus for investors. 

"In the last few months, our growth has outpaced the industry as well as Tesla in China. But I think it's a long race because ultimately this market will not be dominated by one or two companies. It will probably be a number of players occupying probably large market share positions of 10% and above. That will likely be the trend, and we hope to be one of those top players," Gu explained. 

XPeng — which JPMorgan analysts estimate could grab 8% of China's electric car market by 2025 —currently has two models in the Chinese electric car market, as China's carmakers push into Europe too. They have gained notoriety in an increasingly crowded market for their tech-forward infotainment systems and autonomous technology.

The company's third model dubbed the G3i is expected to see deliveries begin in September, taking aim at smaller sedans such as the Toyota Camry. 

Shares of China's EV makers have cooled off this year despite their strong sales, and the U.S. EV market share dipped in early 2024 as well. XPeng shares are down 7% year-to-date, while Nio has shed 5%. Li Auto's stock is down 11% on the year. 

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Canada EV Manufacturing Strategy catalyzes electric vehicles growth via batteries, mining, and supply chain localization, with Unifor deals, Ford and FCA retooling, and government incentives safeguarding jobs and competitiveness across the auto industry.

Key Points

A coordinated plan to scale EV assembly, batteries, and mining supply chains in Canada via union deals and incentives.

✅ Government-backed Ford and FCA retooling for EV models.

✅ Battery cell, module, and pack production localizes value.

✅ Mining-to-mobility links metals to the EV supply chain.

As of a month ago Canada was just a speck on the global EV manufacturing map. We couldn’t honestly claim to be in the global race to electrify the automotive sector, even as EV shortages and wait times signalled surging demand.

An analysis published earlier this year by the International Council on Clean Transportation and Pembina Institute found that while Canada ranked 12th globally in vehicle production, EV production was a miniscule 0.4 per cent of that total and well off the average of 2.3 per cent amongst auto producing nations.

As the report’s co-author Ben Sharpe noted, “Canada is a huge auto producer. But nobody is really shining a light on the fact that if Canada’s doesn’t quickly ramp up its EV production, the steady decline we’ve seen in auto manufacturing over the past 20 years is going to accelerate.”

National strategy
While the report received relatively scant attention outside industry circles, its thesis was not lost on the leadership of Unifor, the union representing Canadian autoworkers.

In an August op-ed, Unifor national president Jerry Dias laid out the table stakes: “Global automakers are pouring hundreds of billions of dollars into electric vehicle investments, but no major programs are landing in Canada. Without a comprehensive national auto strategy, and active government engagement, the future is dim … securing our industry’s future requires a much bigger made-in-Canada style effort. An effort that government must lead.”

And then he got busy at the negotiating table.

The result? All of a sudden Canada is (or rather, will be) on the EV assembly map, just as the market hits an EV inflection point globally on adoption trends.

Late last month, contract negotiations between Unifor and Ford produced the Ford Oakville deal that will see $2 billion — including $590 million from the federal and Ontario governments ($295 million each) — invested towards production of five EV models in Oakville, Ont.

Three weeks later, Unifor reached a similar agreement with Fiat Chrysler Automobiles on a $1.5-billion investment, including retooling, to accommodate production of both a plug-in hybrid and battery electric vehicle (including at least one additional model). 

Workforce implications
The primary motivation for Unifor in pushing for EVs in contract negotiations is, at minimum, preserving jobs — if not creating them. Unifor estimates that retooling the Ford plant in Oakville will save 3,000 of the 3,400 jobs there, contributing to Ontario's EV jobs boom as the transition accelerates. However, as VW CEO Herbert Diess has noted, “The reality is that building an electric car involves some 30 per cent less effort than one powered by an internal combustion engine.”

So, when it comes to the relationship between jobs and EVs, at first glance it might not seem to be a great news story. What exactly are the workforce implications?

To answer this question, and aid automakers and their suppliers in navigating the transition to EV production, the Boston Consulting Group (BCG) has done a study on the evolution of labour requirements along the automotive value chain. And the results, it turns out, are both illuminating and encouraging — so long as you look across the full value chain.

Common wisdom “inaccurate”
The study provides an in-depth unpacking of the similarities and differences between manufacturing an internal combustion engine (ICE) vehicle versus a battery EV (BEV), and in doing so it arrives at a surprising conclusion: “The common wisdom that BEVs are less labor intensive in assembly stages than traditional vehicles is inaccurate.” 

BCG’s analysis modeled how many labour hours were required to build an ICE vehicle versus a BEV, including the distribution of labour value across the automotive value chain.

While ICE vehicles require more labour associated with components, engine, motor and transmission assembly and installation, BEVs require the addition of battery manufacturing (cell production and module and battery pack assembly) and an increase in assembly-related labour. Meanwhile, labour requirements for press, body and paint shops don’t differ at all. Put that all together and labour requirements for BEVs are comparable to those of ICE vehicles when viewed across the full value chain.

Value chain shifting to parts suppliers
However, as BCG notes, this similarity not only masks, but even magnifies, a significant change that was already underway in the distribution of labour value across the value chain — an accelerating shift to parts suppliers.

This trend is a key reason why the Canadian Automotive Parts Manufacturers’ Association launched Project Arrow earlier this year, and just unveiled the winner of the EV concept design that will ultimately become a full-build, 100 per cent Canadian-equipped zero-emission concept vehicle. The project is a showcase for Canadian automotive SMEs.

The bulk of the value shift is into battery cell manufacturing, which is dominated by Asian players. In light of this, both the EU and UK are working hard to devise strategies to secure battery cell manufacturing, including projects like a Niagara Region battery plant that signal momentum, and hence capture this value domestically. Canada must now do the same — and in the process, capitalize on the unique opportunity we have buried underground: the metals and minerals needed for batteries.

The federal government is well aware of this opportunity, which Minister of Industry, Science and Economic Development Navdeep Bains has coined “mines to mobility.” But we’re playing catch up, and the window to effectively position to capture this opportunity will close quickly.

Cooperation and coordination needed
As Unifor’s Dias noted in an interview with Electric Autonomy after the FCA deal, the scale of the opportunity extends beyond the assembly plants in Oakville and Windsor: “This is about putting workers back in our steel plants. This is about making batteries. This is about saying to aluminum workers in Quebec and B.C. … to lithium workers in Quebec … cobalt workers in Northern Ontario, you’re going to be a part of the solution…It is a transformative time. … We’re on the cusp of leading globally for where this incredible industry is going.”

With their role in securing Ford’s EV production commitment, the federal and Ontario governments made clear that they understand the potential that EVs offer Canada, including how to capitalize on the U.S. auto sector's pivot as supply chains evolve, and their role in capitalizing on this opportunity.

But to ultimately succeed will require more than an open chequebook, it will take a coordinated industrial strategy that spans the full automotive value chain and extends beyond it into batteries and even mining, alongside Canada-U.S. collaboration to align supply chains. This will require effective cooperation and coordination between governments and across several industrial sectors and their associations.

Together they are Team Canada’s pit crew in the global EV race. How we fare will depend on how efficiently and effectively that crew works together. 

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