Electric cars won't solve our pollution problems – Britain needs a total transport rethink


electric cars

Protective Relay Training - Basic

Our customized live online or in‑person group training can be delivered to your staff at your location.

  • Live Online
  • 12 hours Instructor-led
  • Group Training Available
Regular Price:
$699
Coupon Price:
$599
Reserve Your Seat Today

UK Transport Policy Overhaul signals bans on petrol and diesel cars, rail franchising reform, 15-minute cities, and active travel, tackling congestion, emissions, microplastics, urban sprawl, and public health with systemic, multimodal planning.

 

Key Points

A shift toward EVs, rail reform, and 15-minute cities to reduce emissions, congestion, and health risks.

✅ Phase-out of petrol and diesel car sales by 2030

✅ National rail franchising replaced with integrated operations

✅ Urban design: 15-minute cities, cycling, and active travel

 

Could it be true? That this government will bring all sales of petrol and diesel cars to an end by 2030, even as a 2035 EV mandate in Canada is derided by critics? That it will cancel all rail franchises and replace them with a system that might actually work? Could the UK, for the first time since the internal combustion engine was invented, really be contemplating a rational transport policy? Hold your horses.

Before deconstructing it, let’s mark this moment. Both announcements might be a decade or two overdue, but we should bank them as they’re essential steps towards a habitable nation.

We don’t yet know exactly what they mean, as the government has delayed its full transport announcement until later this autumn. But so far, nothing that surrounds these positive proposals makes any sense, and the so-called EV revolution often proves illusory in practice.

If the government has a vision for transport, it appears to be plug and play. We’ll keep our existing transport system, but change the kinds of vehicles and train companies that use it. But when you have a system in which structural failure is embedded, nothing short of structural change will significantly improve it.

A switch to electric cars will reduce pollution, though the benefits depend on the power mix; in Canada, Canada’s grid was 18% fossil-fuelled in 2019, for example. It won’t eliminate it, as a high proportion of the microscopic particles thrown into the air by cars, which are highly damaging to our health, arise from tyres grating on the surface of the road. Tyre wear is also by far the biggest source of microplastics pouring into our rivers and the sea. And when tyres, regardless of the engine that moves them, come to the end of their lives, we still have no means of properly recycling them.

Cars are an environmental hazard long before they leave the showroom. One estimate suggests that the carbon emissions produced in building each one equate to driving it for 150,000km. The rise in electric vehicle sales has created a rush for minerals such as lithium and copper, with devastating impacts on beautiful places. If the aim is greatly to reduce the number of vehicles on the road, and replace those that remain with battery-operated models, alongside EV battery recycling efforts, then they will be part of the solution. But if, as a forecast by the National Grid proposes, the current fleet is replaced by 35m electric cars, a University of Toronto study warns they are not a silver bullet, and we’ll simply create another environmental disaster.

Switching power sources does nothing to address the vast amount of space the car demands, which could otherwise be used for greens, parks, playgrounds and homes. It doesn’t stop cars from carving up community and turning streets into thoroughfares and outdoor life into a mortal hazard. Electric vehicles don’t solve congestion, or the extreme lack of physical activity that contributes to our poor health.

So far, the government seems to have no interest in systemic change. It still plans to spend £27bn on building even more roads, presumably to accommodate all those new electric cars. An analysis by Transport for Quality of Life suggests that this road-building will cancel out 80% of the carbon savings from a switch to electric over the next 12 years. But everywhere, even in the government’s feted garden villages and garden towns, new developments are being built around the car.

Rail policy is just as irrational, even though lessons from large electric bus fleets offer cleaner mass transit options. The construction of HS2, now projected to cost £106bn, has accelerated in the past few months, destroying precious wild places along the way, though its weak business case has almost certainly been destroyed by coronavirus.

If one thing changes permanently as a result of the pandemic, it is likely to be travel. Many people will never return to the office. The great potential of remote technologies, so long untapped, is at last being realised. Having experienced quieter cities with cleaner air, few people wish to return to the filthy past.

Like several of the world’s major cities, our capital is being remodelled in response, though why electric buses haven’t taken over remains a live question. The London mayor – recognising that, while fewer passengers can use public transport, a switch to cars would cause gridlock and lethal pollution – has set aside road space for cycling and walking. Greater Manchester hopes to build 1,800 miles of protected pedestrian and bicycle routes.

Cycling to work is described by some doctors as “the miracle pill”, massively reducing the chances of early death: if you want to save the NHS, get on your bike. But support from central government is weak and contradictory, and involves a fraction of the money it is spending on new roads. The major impediment to a cycling revolution is the danger of being hit by a car.

Even a switch to bicycles (including electric bikes and scooters) is only part of the answer. Fundamentally, this is not a vehicle problem but an urban design problem. Or rather, it is an urban design problem created by our favoured vehicle. Cars have made everything bigger and further away. Paris, under its mayor Anne Hidalgo, is seeking to reverse this trend, by creating a “15-minute city”, in which districts that have been treated by transport planners as mere portals to somewhere else become self-sufficient communities – each with their own shops, parks, schools and workplaces, within a 15-minute walk of everyone’s home.

This, I believe, is the radical shift that all towns and cities need. It would transform our sense of belonging, our community life, our health and our prospects of local employment, while greatly reducing pollution, noise and danger. Transport has always been about much more than transport. The way we travel helps to determine the way we live. And at the moment, locked in our metal boxes, we do not live well.

 

Related News

Related News

GM, Ford Need Electric-Car Batteries, but Take Different Paths to Get Them

EV battery supply strategies weigh in-house cell manufacturing against supplier contracts, optimizing costs, scale, and supply-chain resilience for electric vehicles. Automakers like Tesla, GM-LG Chem, VW-Northvolt, and Ford balance gigafactories, joint ventures, and procurement risks.

 

Key Points

How automakers secure EV battery cells by balancing cost, scale, tech risk, and supply-chain control to meet demand.

✅ In-source cells via gigafactories, JVs, and proprietary chemistries

✅ Contract with LG Chem, Panasonic, CATL, SKI to diversify supply

✅ Manage costs, logistics, IP, and technology obsolescence risks

 

Auto makers, pumping billions of dollars into developing electric cars, are now facing a critical inflection point as they decide whether to get more involved with manufacturing the core batteries or buy them from others.

Batteries are one of an electric vehicle’s most expensive components, accounting for between a quarter and a third of the car’s value. Driving down their cost is key to profitability, executives say.

But whereas the internal combustion engine traditionally has been engineered and built by auto makers themselves, battery production for electric cars is dominated by Asian electronics and chemical firms, such as LG Chem Ltd. and Panasonic Corp. , and newcomers like China’s Contemporary Amperex Technology Co.

California, the U.S.’s largest car market, said last month it would end the sale of new gasoline- and diesel-powered passenger cars by 2035, putting pressure on the auto industry to accelerate its shift to electric vehicles in the coming years.

The race to lock in supplies for electric cars has auto makers taking varied paths, with growing Canada-U.S. collaboration across supply chains.

While most make the battery pack, a large metal enclosure often lining the bottom of the car, they also need the cells that are bundled together to form the core electricity storage.

Tesla several years ago opened its Gigafactory in Nevada to make batteries with Panasonic, which in the shared space would produce cells for the packs. The electric-car maker wanted to secure production specifically for its own models and lower manufacturing and logistics costs.

Now it is looking to in-source more of that production.

While Tesla will continue to buy cells from Panasonic and other suppliers, it is also working on its own cell technology and production capabilities, aiming for cheaper, more powerful batteries to ensure it can keep up with demand for its cars, said Chief Executive Elon Musk last month.

Following Tesla’s lead, General Motors Co. and South Korea’s LG Chem are putting $2.3 billion into a nearly 3-million-square-foot factory in Lordstown, Ohio, highlighting opportunities for Canada to capitalize on the U.S. EV pivot as supply chains evolve, which GM says will eventually produce enough battery cells to outfit hundreds of thousands of cars each year.

In Europe, Volkswagen AG is taking a similar path, investing about $1 billion in Swedish battery startup Northvolt AB, including some funding to build a cell-manufacturing plant in Salzgitter, Germany, as part of a joint venture, and in North America, EV assembly deals in Canada are putting it in the race as well.

Others like Ford Motor Co. and Daimler AG are steering clear of manufacturing their own cells, with executives saying they prefer contracting with specialized battery makers.

Supply-chain disruptions, including lithium shortages, have already challenged some new model launches and put projects at risk, auto makers say.

For instance, Ford and VW have agreements in place with SK Innovation to supply battery cells for future electric-vehicle models. The South Korean company is building a factory in Georgia to help meet this demand, but a fight over trade secrets has put the plant’s future in jeopardy and could disrupt new model launches, both auto makers have said in legal filings.

GM executives say the risk of relying on suppliers has pushed them to produce their own battery cells, albeit with LG Chem.

“We’ve got to be able to control our own destiny,” said Ken Morris, GM’s vice president of electric vehicles.

Bringing the manufacturing in house will give the company more control over the raw materials it purchases and the battery-cell chemistry, Mr. Morris said.

But establishing production, even in a joint venture, is a costly proposition, and it won’t necessarily ensure a timely supply of cells. There are also risks with making big investments on one battery technology because a breakthrough could make it obsolete.

Ford cites those factors in deciding against a similar investment for now.

The company sees the industry’s conventional model of contracting with independent suppliers to build parts as better suited to its battery-cell needs, Ford executive Hau Thai-Tang told analysts in August.

“We have the competitive tension with dealing with multiple suppliers, which allows us to drive the cost down,” Mr. Thai-Tang said, adding that the company expects to pay prices for cells in line with GM and Tesla.


Meanwhile, Ford can leave the capital-intensive task of conducting the research and setting up manufacturing facilities to the battery companies, Mr. Thai-Tang said.

Germany’s Daimler has tried both strategies.

The car company made its own lithium-ion cells through a subsidiary until 2015. But the capital required to scale up was better spent elsewhere, said Ola Källenius, Daimler’s chief executive officer.

The auto maker instead signed long-term supply agreements with Asian companies like Chinese battery-maker CATL and Farasis Energy (Ganzhou) Co., which Daimler invested in last year.

The company has said it is spending roughly $23.6 billion on purchase agreements but keeping its battery research in-house.

“Let’s rather put that capital into what we do best, cars,” Mr. Källenius said.

 

Related News

View more

Canada set to hit 5 GW milestone

Canada Solar Capacity Outlook 2022-2050 projects 500 MW new PV in 2022 and 35 GW by 2050, driven by renewables policy, grid parity, NREL analysis, IEA-PVPS data, and competitive utility-scale photovoltaic costs.

 

Key Points

An evidence-based forecast of Canadian PV additions to 35 GW by 2050, reflecting policy, costs, and grid parity trends.

✅ 500 MW PV expected in 2022; cumulative capacity near 5 GW

✅ NREL outlook sees 35 GW by 2050 on cost competitiveness

✅ Policy shifts, ITCs, coal retirements accelerate solar uptake

 

Canada is set to install 500 MW of new solar in 2022, bringing its total capacity to about 5 GW, according to data from Canmet Energy, even as the Netherlands outpaces Canada in solar power generation. The country is expected to hit 35 GW of total solar capacity by 2050.

Canada’s cumulative solar capacity is set to hit 5 GW by the end of this year, according to figures from the federal government’s Canmet Energy lab. The country is expected to add around 500 MW of new solar capacity, from 944 MW last year, according to the International Energy Agency Photovoltaic Power Systems Programme (IEA-PVPS), which recently published a report on PV applications in Canada, even as solar demand lags in Canada.

“If we look at the recent averages, Canada has installed around 500 MW annually. I expect in 2022 it will be at least 500 MW,” said Yves Poissant, research manager at Canmet Energy. “Last year it was 944 MW, mainly because of a 465 MW centralized PV power plant installed in Alberta, where the Prairie Provinces are expected to lead national renewable growth.”

The US National Renewable Energy Laboratory (NREL) studied renewables integration and concluded that Canada’s cumulative solar capacity will increase sevenfold to 35 GW by 2050, driven by cost competitiveness and that zero-emissions by 2035 is achievable according to complementary studies.

Canada now produces 80% of its electricity from power sources other than oil. Hydroelectricity leads the mix at 60%, followed by nuclear at 15%, wind at 7%, gas and coal at 7%, and PV at just 1%. While the government aims to increase the share of green electricity to 90% by 2030 and 100% by 2050, zero-emission electricity by 2035 is considered practical and profitable, yet it has not set any specific goals for PV. Each Canadian province and territory is left to determine its own targets.

“Without comprehensive pan-Canadian policy framework with annual capacity targets, PV installation in the coming years will likely continue to be highly variable across the provinces and territories, especially after Ontario scrapped a clean energy program, which scaled back growth projections. Further policies mechanisms are needed to allow PV to reach its full potential,” the IEA-PVPS said.

Popular content
Canada recently introduced investment tax credits for renewables to compete with the United States, but it is still far from being a solar powerhouse, with some experts calling it a solar laggard today. That said, the landscape has started to change in the past five years.

“Some laws have been put in place to retire coal plants by 2025. That led to new opportunities to install capacity,” said Poissant. “We expect the newly installed capacity will consist mostly of wind, but also solar.”

The cost of solar has become more competitive and the residential sector is now close to grid parity, according to Poissant. For utility-scale projects, old hydroelectric dams are still considerably cheaper than solar, but newly built installations are now more expensive than solar.

“Starting 2030, solar PV will be cost competitive compared to wind,” Poissant said.

 

Related News

View more

Should California accelerate its 100% carbon-free electricity mandate?

California 100% Clean Energy by 2030 proposes accelerating SB 100 with solar, wind, offshore wind, and battery storage to decarbonize the grid, enhance reliability, and reduce blackouts, leveraging transmission upgrades and long-duration storage solutions.

 

Key Points

Proposal to accelerate SB 100 to 2030, delivering a carbon-free grid via renewables, storage, and new transmission.

✅ Accelerates SB 100 to a 2030 carbon-free electricity target

✅ Scales solar, wind, offshore wind, and battery storage capacity

✅ Requires transmission build-out and demand response for reliability

 

Amid a spate of wildfires that have covered large portions of California with unhealthy air, an environmental group that frequently lobbies the Legislature in Sacramento is calling on the state to accelerate by 15 years California's commitment to derive 100 percent of its electricity from carbon-free sources.

But skeptics point to last month's pair of rolling blackouts and say moving up the mandate would be too risky.

"Once again, California is experiencing some of the worst that climate change has to offer, whether it's horrendous air quality, whether it's wildfires, whether it's scorching heat," said Dan Jacobson, state director of Environment California. "This should not be the new normal and we shouldn't allow this to become normal."

Signed by then-Gov. Jerry Brown in 2018, Senate Bill 100 commits California by 2045 to use only sources of energy that produce no greenhouse gas emissions to power the electric grid, a target that echoes Minnesota's 2050 carbon-free plan now under consideration.

Implemented through the state's Renewable Portfolio Standard, SB 100 mandates 60 percent of the state's power will come from renewable sources such as solar and wind within the next 10 years. By 2045, the remaining 40 percent can come from other zero-carbon sources, such as large hydroelectric dams, a strategy aligned with Canada's electricity decarbonization efforts toward climate pledges.

SB 100 also requires three state agencies _ the California Energy Commission, the California Public Utilities Commission and the California Air Resources Board _ to send a report to the Legislature reviewing various aspects of the legislation.

The topics include scenarios in which SB 100's requirements can be accelerated. Following an Energy Commission workshop earlier this month, Environment California sent a six-page note to all three agencies urging a 100 percent clean energy standard by 2030.

The group pointed to comments by Gov. Gavin Newsom after he toured the devastation in Butte County caused by the North Complex fire.

"Across the entire spectrum, our (state) goals are inadequate to the reality we are experiencing," Newsom said Sept. 11 at the Oroville State Recreation Area.

Newsom "wants to look at his climate policies and see what he can accelerate," Jacobson said. "And we want to encourage him to take a look at going to 100 percent by 2030."

Jacobson said Newsom cam change the policy by issuing an executive order but "it would probably take some legislative action" to codify it.

However, Assemblyman Jim Cooper, a Democrat from the Sacramento suburb of Elk Grove, is not on board.

"I think someday we're going to be there but we can't move to all renewable sources right now," Cooper said. "It doesn't work. We've got all these burned-out areas that depend upon electricity. How is that working out? They don't have it."

In mid-August, California experienced statewide rolling blackouts for the first time since 2001.

The California Independent System Operator _ which manages the electric grid for about 80 percent of the state _ ordered utilities to ratchet back power, fearing the grid did not have enough supply to match a surge in demand as people cranked up their air conditioners during a stubborn heat wave that lingered over the West.

The outages affected about 400,000 California homes and businesses for more than an hour on Aug. 14 and 200,000 customers for about 20 minutes on Aug. 15.

The grid operator, known as the CAISO for short, avoided two additional days of blackouts in August and two more in September thanks to household utility customers and large energy users scaling back demand.

CAISO Chief Executive Officer Steve Berberich said the outages were not due to renewable energy sources in California's power mix. "This was a matter of running out of capacity to serve load" across all hours, Berberich told the Los Angeles Times.

California has plenty of renewable resources _ especially solar power _ during the day. The challenge comes when solar production rapidly declines as the sun goes down, especially between 7 p.m. and 8 p.m. in what grid operators call the "net load peak."

The loss of those megawatts of generation has to be replaced by other sources. And in an electric grid, system operators have to balance supply and demand instantaneously, generating every kilowatt that is demanded by customers who expect their lighting/heating/air conditioning to come on the moment they flip a switch.

Two weeks after the rotating outages, the State Water Resources Control Board voted to extend the lives of four natural gas plants in the Los Angeles area. Natural gas accounts for the largest single source of California's power mix _ 34.23 percent. But natural gas is a fossil fuel, not a carbon-free resource.

Jacobson said moving the mandate to 2030 can be achieved by more rapid deployment of renewable sources across the state.

The Public Utilities Commission has already directed power companies to ramp up capacity for energy storage, such as lithium-ion batteries that can be used when solar production falls off.

Long-term storage is another option. That includes pumped hydro projects in which hydroelectric facilities pump water from one reservoir up to another and then release it. The ensuing rush of water generates electricity when the grid needs it.

Environment California also pointed to offshore wind projects along the coast of Central and Northern California that it estimates could generate as much as 3 gigawatts of power by 2030 and 10 gigawatts by 2040. Offshore wind supporters say its potential is much greater than land-based wind farms because ocean breezes are stronger and steadier.

Gary Ackerman, a utilities and energy consultant with more than four decades of experience in power issues affecting states in the West, said the 2045 mandate was "an unwise policy to begin with" and to accommodate a "swift transition (to 2030), you're going to put the entire grid and everybody in it at risk."

But Ackerman's larger concern is whether enough transmission lines can be constructed in California to bring the electricity where it needs to go.

"I believe Californians consider transmission lines in their backyard about the same way they think about low-income housing _ it's great to have, but not in my backyard," Ackerman said. "The state is not prepared to build the infrastructure that will allow this grandiose build-out."

Cooper said he worries about how much it will cost the average utility customer, especially low and middle-income households. The average retail price for electricity in California is 16.58 cents per kilowatt-hour, compared to 10.53 nationally, according to the U.S. Energy Information Administration.

"What's sad is, we've had 110-degree days and there are people up here in the Central Valley that never turned their air conditioners on because they can't afford that bill," Cooper said.

Jacobson said the utilities commission can intervene if costs get too high. He also pointed to a recent study from the Goldman School of Public Policy at UC Berkeley that predicted the U.S. can deliver 90 percent clean, carbon-free electric grid by 2035 that is reliable and at no extra cost in consumers' bills.

"Every time we wait and say, 'Oh, what about the cost? Is it going to be too expensive?' we're just making the cost unbearable for our kids and grandkids," Jacobson said. "They're the ones who are going to pay the billions of dollars for all the remediation that has to happen ... What's it going to cost if we do nothing, or don't go fast enough?"

The joint agency report on SB 100 from the Energy Commission, the Public Utilities Commission and the Air Resources Board is due at the beginning of next year.

 

Related News

View more

UK leads G20 for share of electricity sourced from wind

UK Wind Power Leadership in 2020 highlights record renewable energy growth, G20-leading wind share, rapid coal phase-out, and rising solar integration, advancing decarbonization targets under the Paris Agreement and momentum ahead of COP26.

 

Key Points

The UK led the G20 in wind power share in 2020, displacing coal, expanding solar, and cutting power-sector emissions.

✅ G20-leading wind share; second for combined wind and solar

✅ Fastest coal decline among G20 from 2015 to 2020

✅ Emissions risk rising as post-pandemic demand returns

 

Nearly a quarter of the UK’s electricity came from wind turbines in 2020 – making the country the leader among the G20 for share of power sourced from the renewable energy, a new analysis finds.

The UK also moved away from coal power at a faster rate than any other G20 country from 2015 to 2020, according to the results.

And it ranked second in the G20, behind Germany, for the proportion of electricity sourced from both wind and solar in 2020, after first surpassing coal in 2016.

“It’s crazy how much wind power has grown in the UK and how much it has offset coal, and how it’s starting to eat at gas,” Dave Jones, Ember’s global lead analyst, told The Independent.

But it is important to bear in mind that “we’re only doing a great job by the standards of the rest of the world”, he added, noting that low-carbon generation stalled in 2019 in the UK.

Ember’s Global Electricity Review notes that the world’s power sector emissions were two per cent higher in 2020 than in 2015 – the year that countries agreed to slash their greenhouse gas pollution as part of the Paris Agreement.

Power generated from coal fell by a record amount from 2019 to 2020, the analysis finds. However, this decline was greatly facilitated by lockdowns introduced to stop the spread of Covid-19, as global electricity demand was temporarily stifled before rebounding, the analysts say.

Coal is the most polluting of the fossil fuels. The UK government hopes to convince all countries to stop building new coal-fired power stations at Cop26, a climate conference that is to be held in Glasgow later this year.

UN chief Antonio Guterres has also called for all countries to end their “deadly addiction to coal”.

At a summit held earlier this month, he described ending the use of coal in electricity generation as the “single most important step” to meeting the Paris Agreement’s goal of limiting global warming to well below 2C above pre-industrial levels by 2100.

“There is definitely a concern that, in the pandemic year of 2020, coal hasn’t fallen as fast as it needed to,” said Mr Jones, even as the UK set coal-free power records recently.

“There is concern that, once electricity demand returns, we won’t be seeing that decline in coal anymore.”

 

Related News

View more

Biden seen better for Canada’s energy sector

Biden Impact on Canadian Energy Exports highlights shifts in trade policy, tariffs, carbon pricing, and Keystone XL, with implications for aluminum, softwood lumber, electricity trade, fracking limits, and small modular nuclear reactors.

 

Key Points

How Biden-era trade, climate rules, and tariffs may reshape Canadian energy and exports.

✅ Reduced tariff volatility and friendlier trade policy toward allies

✅ Climate alignment: carbon pricing, clean power, cross-border electricity

✅ Potential gains for oil, gas, aluminum, and softwood lumber exporters

 

There is little doubt among industry associations, the Conference Board of Canada and C.D. Howe Institute that a Joe Biden White House will be better for Canadian resource and energy exporters – even Alberta’s beleaguered oil industry, despite Biden’s promise to kill the Keystone XL pipeline.

The consensus among industry observers in the lead-up to the November 3 U.S. presidential election was that a re-elected Donald Trump would become even more pugnacious on trade and protectionism, putting electricity exports at risk for Canadian utilities, which would be bad for Canadian exporters. The Justin Trudeau government would likely come under increased pressure to lower Canadian business taxes to compete with Trump’s low-tax climate.

“A Joe Biden victory would likely lead to higher taxes for both corporations and wealthy Americans to help pay down the gigantic fiscal deficit that is currently running at plus-US$5 trillion,” the conference board concluded in a recent analysis.

On trade and tariffs, the conference board said: “Many but not all of these ongoing trade disputes would wither away under a Joe Biden administration. He would likely run a broad trade policy favouring strategic allies like Canada.

While Canadian industries like forestry and aluminum smelting benefited from strong demand and prices in the U.S. under Trump, the forced renegotiation of the North American Free Trade Agreement failed end tariffs and duties on things like softwood lumber and aluminum ingots, even as Canadians backed tariffs on energy and minerals during the dispute.

The uncertainty over trade issues, and Trump’s tax cuts, which made Canada’s tax regime less competitive, have contributed to a period of low business investment in Canada during Trump's presidency.

“For Canada, we’ve seen a period, since this administration has been in power, where investment has eroded steadily,” conference board chief economist Pedro Antunes said. “We are not doing well at all, in terms of private capital investment in Canada.”

Alberta’s oil industry has been hit particularly hard, with a slew of divestments by big energy giants, and cancellations of major projects, like the $20 billion Frontier oilsands project, scrubbed by Teck Resources.

While domestic policies and global market forces are partly to blame for falling investments in Canada’s oil and gas sector, up until the pandemic hit, investment in oil and gas increased significantly in the U.S., while declining in Canada, during Trump’s first term.

Biden is also expected to level the playing field with respect to climate change policies. Canadian industries pay carbon taxes and face regulations that their counterparts in the U.S. don’t. That has disadvantaged energy-intensive, trade-exposed industries like mines and pulp mills in Canada.

“With Biden in office, Canada will once again have a partner at the federal level in the states in the transition to a decarbonized economy,” said Josha MacNab, national policy director for the Pembina Institute.

Biden’s policies might also favour importing aluminum, cross-laminated timber, fuel cells and other lower-carbon products and commodities from Canada.

At least one observer believes that Canada’s oil and gas sector might benefit more from a Biden White House, despite Biden’s pledge to kill the Keystone XL pipeline.

“I think Joe Biden could be very good for Alberta,” Christopher Sands, director of the Wilson International Center’s Canada Institute, said in a recent discussion hosted by the C.D. Howe Institute.

Sands added that the presidential permit Biden has promised to tear up on the Keystone XL pipeline project is a construction permit, not an operating permit.

“The segment of that pipeline that crosses the U.S.-Canada border, which is the only place that the presidential permit applies, has been built,” Sands said. “So I think that’s somewhat of an empty threat.”

He added that, if Biden bans fracking on federal lands, as he has promised, and implements other restrictions that make it more costly for American oil and gas producers, it might increase the demand for Canadian oil and gas in the U.S. The demand would be highest in the U.S. Midwest, which depends largely on Marcellus Shale production, notably in Pennsylvania, and Western Canada for its oil and gas.

One of the Canadian industries directly affected by the Trump administration was aluminum smelting, which is relevant for B.C. because Rio Tinto plc’s Kitimat smelter exports aluminum to the U.S.

Jean Simard, president of the Aluminum Association of Canada, said one of Trump’s legacies was the reactivation of a little-used mechanism – Section 232 of the Trade Expansion Act – to hit Canada and other countries, notably China, with import tariffs.

The 10 per cent tariffs on aluminum cost Canadian aluminum producers US$15 million in the month of August alone, Simard said.

The Trump administration eventually exempted Canadian aluminum exports from the tariffs, then reintroduced them, and then, one week before the election, exempted them again.

These on-again, off-again tariff threats create tremendous uncertainty, not just for Canadian producers, but also for U.S. buyers. That kind of uncertainty is likely to ease under a Biden presidency.

Simard said Biden’s track record suggests he is well-disposed towards Canada and less confrontational with allies and trade partners in general, and some in Washington have called for a stronger U.S.-Canada energy partnership as well.

Meanwhile, softwood lumber tariffs have been imposed by Democrats and Republicans alike. But there are compelling reasons for ending the Canada-U.S. softwood lumber war.

Home renovation and repair in the United States has done surprisingly well during the pandemic.

As a result of sawmill curtailments in the U.S. due to pandemic restrictions and high demand for lumber in the U.S. housing sector, North American lumbers prices broke records this summer, soaring as high as US$900 per thousand board feet.

“It shows that there’s very strong demand for our product,” said Susan Yurkovich, president of the Council of Forest Industries.

Ultimately, the duties Canadian lumber exporters pay are passed on to U.S. consumers.

Sands said Biden’s climate action pledges, including a clean electricity standard, could increase opportunities for trading electricity between Canada in the U.S., as the U.S. increasingly looks to Canada for green power, and could also be good for Canadian nuclear power technology.

Strong climate change policies necessarily result in an increased demand for low-carbon electricity, and advancing clean grids, which Canada has in abundance, thanks to both hydro and nuclear power.

“[Biden] does share the desire to act on climate change, but unlike some of his fellow party members who are more signed on to a Green New Deal, he’s open to pragmatic solutions that might get the job done quickly and efficiently,” Sands said.

“This is a huge opportunity for small, modular nuclear reactors, and Atomic Energy Canada has some great designs. There’s a real opportunity for a nuclear revival.” 

 

Related News

View more

Europe's Green Surge: Renewables Soar, Emissions Plummet, but Challenges Remain

EU Renewable Energy Transition accelerates wind and solar growth, slashes fossil fuels and carbon emissions via the ETS, strengthens energy security with LNG diversification, and advances grid resilience toward 2030 climate targets.

 

Key Points

EU shift to wind, solar, and efficiency that cuts fossil fuels while boosting energy security and grid stability

✅ Fossil fuels at 29% of EU power in 2023, coal and gas down sharply

✅ Renewables hit 44% share; wind 18%, solar 9% and rising

✅ ETS, LNG diversification, and efficiency cut demand and emissions

 

Europe's energy landscape is undergoing a dramatic transformation, fueled by a surge in renewable energy and a corresponding decline in fossil fuel dependence. This shift, documented in both a report from the energy think tank Ember and the European Commission's State of the Energy Union report, paints a picture of progress, but also highlights the challenges that lie ahead on the path to a sustainable future.

 

Fossil Fuels Facing an Unprecedented Decline:

Fossil fuels dipped to their lowest point in recorded history, making up only 29% of EU electricity generation in 2023. This represents a significant 19% decrease in both fossil fuel generation and carbon emissions compared to 2022, exceeding even the reductions witnessed during the pandemic. Coal, the dirtiest fossil fuel, saw the steepest decline, dropping by 26%, while gas generation fell by 15%. This decline is attributed to a combination of factors, including:

Increased deployment of renewables: As renewable energy sources like wind and solar become more affordable and efficient, they are increasingly displacing fossil fuels in the energy mix.

Carbon pricing: The EU's Emissions Trading System (ETS) puts a price on carbon emissions, incentivizing generators to switch to cleaner sources of energy.

Geopolitical tensions: The war in Ukraine and subsequent sanctions on Russia have accelerated Europe's efforts to diversify its energy sources away from Russian fossil fuels across the bloc.


Renewables Ascending to New Heights:

Renewable energy is now the dominant force in the EU, as renewables surpassed fossil fuels in the power mix, contributing a record-breaking 44% of the electricity mix. Wind energy leads the charge, generating 18% of electricity – the equivalent of France's entire demand – and surpassing gas for the first time. Solar power also continues to grow, reaching a 9% share, as solar reshapes electricity prices in Northern Europe and hydropower recovered from its 2022 dry spell. This remarkable growth is driven by factors such as:

Favorable policy frameworks: The EU has set ambitious renewable energy targets and implemented supportive policies, including feed-in tariffs and auctions.

Technological advancements: Advancements in wind turbine and solar panel technologies have made them more efficient and cost-effective.
Public support: There is growing public support for renewable energy, driven by concerns about climate change and energy security.

Beyond generation, energy efficiency is playing a critical role in reducing overall energy demand. Electricity demand in the EU fell by 3.4% in 2023, thanks to factors such as improved building insulation and more efficient appliances.

 

EU on Track to Quit Russian Fossil Fuels:

The report underscores Europe's progress in reducing dependence on Russian fossil fuels. Imports of Russian gas have plummeted to 40-45 billion cubic metres, compared to a staggering 155 bcm in 2021. This represents a remarkable 70% reduction in just one year. This shift has been achieved through a combination of increased LNG imports, diversification of gas suppliers, and accelerated deployment of renewable energy sources.

Overall greenhouse gas emissions decreased by 3% in 2022, putting the EU on track to achieve its ambitious 55% reduction target by 2030. These achievements demonstrate the EU's commitment to climate action and its ability to respond decisively to geopolitical challenges.

 

Success, But Not Complacency:

Despite the positive developments, the Commission warns against complacency. Energy markets remain volatile, fossil fuel subsidies are rising in some countries, and critical infrastructure vulnerabilities persist, while some advocates call for a fossil fuel lockdown to accelerate the transition. The bloc needs to accelerate renewable energy expansion to reach the legally binding 42.5% target by 2030. Additionally, ensuring affordability and security of energy supply will be crucial to maintaining public support for the transition.

 

Challenges and Opportunities:

While some countries like Denmark, Finland, and the Netherlands fall short of EU climate and energy goals, others like Spain, Portugal, and Belgium showcase success with renewables. The Commission is taking action with a plan to support the wind industry, where investments in European wind continue, even as it faces challenges from high inflation and increasing competition from China. Additionally, ensuring timely updates to national energy and climate plans is crucial for achieving the EU's overall objectives.

 

NGOs Urge Faster Action:

NGOs like the Climate Action Network (CAN) express concern about the adequacy of national plans, highlighting the gap between ambition and concrete action. They urge member states to accelerate efforts to meet the 2030 targets and avoid a "lost decade" in climate action. CAN emphasizes the need for more ambitious national energy and climate plans, increased investment in renewables, and accelerated energy efficiency measures.

Europe's energy transition is progressing rapidly, with renewables taking center stage and emissions declining. However, significant challenges remain, necessitating continued commitment, national-level action, and a focus on affordability, security, and sustainability. As 2030 approaches, Europe's green surge must translate into concrete results to secure a climate-neutral future.

 

Looking ahead, several key areas will define the success of Europe's energy transition:

  • Accelerating renewable energy deployment: The EU needs to maintain its momentum in building wind, solar, and other renewable energy sources. This requires sustained clean energy investment, streamlined permitting processes, and addressing grid integration challenges.
  • Ensuring affordability and security of supply: The energy transition must be just and inclusive, ensuring that energy remains affordable for all citizens and businesses. Additionally, diversifying energy sources and enhancing grid resilience are crucial to guarantee energy security.
  • Enhancing energy efficiency: Reducing energy demand remains crucial to achieving climate goals and reducing reliance on fossil fuels. This requires continued investments in building energy efficiency, promoting energy-efficient appliances and technologies, and encouraging behavioral changes.
  • International cooperation: Climate change and energy security are global challenges. The EU must continue to lead by example as renewables exceed 30% globally and collaborate with other countries on technological advancements, policy innovations, and financial support for developing nations undergoing their own energy transitions.

Europe's green surge is a testament to its ambition and collective action. By addressing the remaining challenges and seizing the opportunities ahead, the EU can pave the way for a sustainable and secure energy future for itself and the world.

 

 

Related News

View more

Sign Up for Electricity Forum’s Newsletter

Stay informed with our FREE Newsletter — get the latest news, breakthrough technologies, and expert insights, delivered straight to your inbox.

Electricity Today T&D Magazine Subscribe for FREE

Stay informed with the latest T&D policies and technologies.
  • Timely insights from industry experts
  • Practical solutions T&D engineers
  • Free access to every issue

Download the 2025 Electrical Training Catalog

Explore 50+ live, expert-led electrical training courses –

  • Interactive
  • Flexible
  • CEU-cerified