Ottawa to release promised EV sales regulations

France Plug-In Electric Car Sales September 2023 show rapid EV adoption: 45,872 plug-ins, 30% market share, BEV 19.6%, PHEV 10.2%, with Tesla Model Y leading registrations amid sustained year-over-year growth.

Key Points

France registered 45,872 plug-ins in September 2023, a 30% share, with BEVs at 19.6% and PHEVs at 10.2%.

✅ Tesla Model Y led BEVs with 5,035 registrations in September

✅ YTD plug-in share 25%; BEV 15.9%, PHEV 9.1% across passenger cars

✅ Total market up 9% YoY to 153,916; plug-ins up 35% YoY

New passenger car registrations in France increased in September by nine percent year-over-year to 153,916, mirroring global EV market growth trends, taking the year-to-date total to 1,286,247 (up 16 percent year-over-year).

The market has been expanding every month this year (recovering slightly from the 2020-2022 collapse and the period when EU EV share grew during lockdowns across the bloc) and also is becoming more and more electrifying thanks to increasing plug-in electric car sales.

According to L’Avere-France, last month 45,872 new passenger plug-in electric cars were registered in France (35 percent more than a year ago), which represented almost 30 percent of the market, aligning with the view that the age of electric cars is arriving ahead of schedule. That's a new record share for rechargeable cars and a noticeable jump compared to just over 24 percent a year ago.

What's even more impressive is that passenger all-electric car registrations increased to over 30,000 (up 34 percent year-over-year), taking a record share of 19.6 percent of the market. That's basically one in five new cars sold, and in the U.S., plug-ins logged 19 billion electric miles in 2021 as a benchmark.

Plug-in hybrids are also growing (up 35% year-over-year), and with 15,699 units sold, accounted for 10.2 percent of the market (a near record value).

Plug-in car sales in France – September 2023

So far this year, more than 341,000 new plug-in electric vehicles have been registered in France, including over 321,000 passenger plug-in cars (25 percent of the market), while in the U.S., EV sales are soaring into 2024 as well.

Plug-in car registrations year-to-date (YOY change):

• Passenger BEVs: 204,616 (up 45%) and 15.9% market share
• Passenger PHEVs: 116,446 (up 31%) and 9.1% market share
• Total passenger plug-ins: 321,062 (up 40%) and 25% market share
• Light commercial BEVs: 20,292 (up 111%)
• Light commercial PHEVs: 281 (down 38%)
• Total plug-ins: 341,635 (up 43%)

For reference, in 2022, more than 346,000 new plug-in electric vehicles were registered in France (including almost 330,000 passenger cars, which was 21.5 percent of the market).

We can already tell that the year 2023 will be very positive for electrification in France, with a potential to reach 450,000 units or so, though new EV incentive rules could reshape the competitive landscape.

Models
In terms of individual models, the Tesla Model Y again was the most registered BEV with 5,035 new registrations in September. This spectacular result enabled the Model Y to become the fifth best-selling model in the country last month (Tesla, as a brand, was seventh).

The other best-selling models are usually small city cars - Peugeot e-208 (3,924), Dacia Spring (2,514), Fiat 500 electric (2,296), and MG4 (1,945), amid measures discouraging Chinese EVs in France. Meanwhile, the best-selling electric Renault - the Megane-e - was outside the top five BEVs, which reveals to us how much has changed since the Renault Zoe times.

After the first nine months of the year, the top three BEVs are the Tesla Model Y (27,458), Dacia Spring (21,103), and Peugeot e-208 (19,074), slightly ahead of the Fiat 500 electric (17,441).

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Peak Power V1G EV chargers optimize smart charging in Ontario, using Synergy technology and ZEVIP support to manage peak demand, enhance grid capacity, and expand EV infrastructure across mixed-use developments with utility-friendly energy management.

Key Points

Peak Power's V1G smart chargers use Synergy tech to cut peak load and grow Ontario EV charging access.

✅ 117 chargers funded by NRCAN's ZEVIP program

✅ Synergy tech shifts load off peak to boost grid capacity

✅ Partners: SWTCH Energy and Signature Electric

Peak Power, a Canadian climate tech company with a core focus in energy management and energy storage, announces it has received a $765,000 investment through Natural Resources Canada’s (NRCan) Zero Emission Vehicle Infrastructure Program (ZEVIP) to install 117 V1G chargers as Ontario energy storage push intensifies province-wide planning. The total cost of the project is valued at over $1.6 million.

Peak Power will install the V1G chargers across several mixed-use developments in Ontario. Peak Power’s Synergy technology, which is currently used in the company’s successful Peak Drive EV charging project, will underpin the chargers. The Synergy tech will enable the chargers to draw energy from the grid when it’s most widely available and avoid times of peak demand, similar to emerging EV-to-grid integration pilots now, and can also adjust the flow rate at which the cars are charged. The intelligent chargers will reduce strain on the grid, benefiting utilities and electricity users by increasing grid capacity as well as giving EV drivers more locations to charge their vehicles.

As part of ZEVIP, the project supports the federal government’s goals of accelerating the electrification of Canada’s transportation sector. The 117 chargers will encourage adoption of EVs, as drivers have access to expanded infrastructure for charging, and as Ontario streamlines charging-station builds to accelerate deployments. From the perspective of grid operators, the intelligent nature of the Peak Power software will allow more capacity from the grid without requiring major infrastructure upgrades.

Peak Power will work with partners with deep expertise in EV charging to install the chargers. SWTCH Energy is co-developing the software for the EV chargers with Peak Power, while Signature Electric will install the hardware and supporting infrastructure.

“We’re thrilled to support the Canadian government's electrification goals through smart EV charging,” said Matthew Sachs, COO of Peak Power. “The funding from NRCan will enable us to provide drivers with more options for EV charging, while the smart nature of our Synergy tech in the chargers means grid operators don’t have to worry about capacity restraints when EVs are plugged into the grid, with EV owners selling power back offering additional flexibility too. ZEVIP is critical to greater electrification of the country’s infrastructure, and we’re proud to support the initiative.”

“Happy EV Week, Canada. Our government is making electric vehicles more affordable and charging more accessible where Canadians live, work and play, for example through the Ivy and ONroute charging network that supports travel corridors,” said the Honourable Jonathan Wilkinson, Minister of Natural Resources. “Investing in more EV chargers, like the ones announced today in Ontario, will put more Canadians in the driver’s seat on the road to a net-zero future and help achieve our climate goals.”

"I'm pleased to be announcing the deployment of over 100 Electric Vehicle chargers across Ontario with Peak Power,” said Julie Dabrusin, Parliamentary Secretary to the Minister of Natural Resources and to the Minister of Environment and Climate Change, and Member of Parliament for Toronto-Danforth. “This $765,000 investment by the Government of Canada will allow folks in Toronto and across the province to access the infrastructure they need, as B.C. expands EV charging shows national momentum, to drive an EV while fighting climate change. Happy #EVWeek!”

"Limited access to EV charging infrastructure in high-density mixed-used environments remains a key barrier to widespread EV adoption,” said Carter Li, CEO of SWTCH. “SWTCH’s partnership with Peak Power and Signature Electric to deploy V1G technology to these settings will enhance coordination between energy utilities, building operators, and EV drivers to improve building energy efficiency and access to EV charging infrastructure, with charger rebates in B.C. expanding home and workplace options as well.”

“Signature Electric is proud to be a partner on increasing the availability of localized charging for Canadians,” said Mark Marmer, Owner of Signature Electric. “Together, we can scale EV infrastructure to support Canada’s commitment to achieving net-zero emissions by 2050.”

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Food Waste to Green Hydrogen uses biological production to create clean energy, enabling waste-to-energy, decarbonization, and renewable hydrogen for electricity, industrial processes, and transport fuels, developed at Purdue University Northwest with Purdue Research Foundation licensing.

Key Points

A biological process converting food waste into renewable hydrogen for clean energy, electricity, industry, and transport.

✅ Enables rapid, scalable waste-to-hydrogen deployment

✅ Supports grid power, industrial heat, and mobility fuels

✅ Backed by patents, DOE grants, and licensing deals

West Lafayette, Indiana-based Purdue Research Foundation recently completed a licensing agreement with an international energy company – the name of which was not disclosed – for the commercialization of a new process discovered at Purdue University Northwest (PNW) for the biological production of green hydrogen from food waste. A second licensing agreement with a company in Indiana is under negotiation.

Food waste into green hydrogen
Researchers say that this new process, which uses food waste to biologically produce hydrogen, can be used as a clean energy source for producing electricity, as well as for chemical and industrial processes like green steel production or as a transportation fuel.

Robert Kramer, professor of physics at PNW and principal investigator for the research, says that more than 30% of all food, amounting to $48 billion, is wasted in the United States each year. That waste could be used to create hydrogen, a sustainable energy source alongside municipal solid waste power options. When hydrogen is combusted, the only byproduct is water vapor.

The developed process has a high production rate and can be implemented quickly to support large H2 energy systems in practice. The process is robust, reliable, and economically viable for local energy production and processes.

The research team has received five grants from the US Department of Energy and the Purdue Research Foundation totaling around $800,000 over the last eight years to develop the science and technology that led to this process, much like advances in advanced nuclear reactors drive clean energy innovation.

Two patents have been issued, and a third patent is currently in the final stages of approval. Over the next nine months, a scale-up test will be conducted, reflecting how power-to-gas storage can integrate with existing infrastructure. Based upon test results, it is anticipated that construction could start on the first commercial prototype within a year.

Last week, a facility designed to turn non-recyclable plastics into green hydrogen was approved in the UK, as other innovations like the seawater power concept progress globally. It is the second facility of its kind there.

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US EV Battery Minerals Strategy prioritizes critical minerals with allies, lithium and copper sourcing, battery recycling, and domestic processing, leveraging the Development Finance Corporation to strengthen EV supply chains and reduce reliance on China.

Key Points

A US plan to secure critical minerals with allies, boost recycling, and expand domestic processing for EV batteries.

✅ DFC financing for allied lithium and copper projects

✅ Battery recycling to diversify critical mineral supply

✅ Domestic processing with strong environmental standards

The United States must work with allies to secure the minerals needed for electric vehicle batteries, addressing pressures on cobalt reserves that could influence supply, and process them domestically in light of environmental and other competing interests, the White House said on Tuesday.

The strategy, first reported by Reuters in late May, will include new funding to expand international investments in electric vehicles (EV) metal projects through the U.S. Development Finance Corporation, as well as new efforts to boost supply from EV battery recycling initiatives.

The U.S. has been working to secure minerals from allied countries, including Canada and Finland, with projects such as Alberta lithium development showing potential. The 250-page report outlining policy recommendations mentioned large lithium supplies in Chile and Australia, the world's two largest producers of the white battery metal.

President Joe Biden's administration will also launch a working group to identify where minerals used in EV batteries and other technologies can be produced and processed domestically.

Securing enough copper, lithium and other raw materials to make EV batteries, amid lithium supply concerns heightened by recent disruptions, is a major obstacle to Biden’s aggressive EV adoption plans, with domestic mines facing extensive regulatory hurdles and environmental opposition.

The White House acknowledged China's role as the world's largest processor of EV metals and said it would expand efforts, including a 100% EV tariff on certain imports, to lessen that dependency.

"The United States cannot and does not need to mine and process all critical battery inputs at home. It can and should work with allies and partners to expand global production and to ensure secure global supplies," it said in the report.

The White House also said the Department of the Interior and others agencies will work to identify gaps in mine permitting laws to ensure any new production "meets strong standards" in terms of both the environment and community input.

The report noted Native American opposition to Lithium Americas Corp's (LAC.TO) Thacker Pass lithium project in Nevada, as well as plans by automaker Tesla Inc (TSLA.O) to produce its own lithium.

The steps come after Biden, who has made fighting climate change and competing with China centerpieces of his agenda, ordered a 100-day review of gaps in supply chains in key areas, including EVs.

Democrats are pushing aggressive climate goals, as Canada EV manufacturing accelerates in parallel, to have a majority of U.S.-manufactured cars be electric by 2030 and every car on the road to be electric by 2040.

As part of the recommendations from four executive branch agencies, Biden is being advised to take steps to restore the country's strategic mineral stockpile and expand funding to map the mineral resources available domestically.

Some of those steps would require the support of Congress, where Biden's fellow Democrats have only slim majorities.

The Energy Department already has $17 billion in authority through its Advanced Technology Vehicles Manufacturing Loan program to fund some investments, and is also launching a lithium-battery workforce initiative to build critical skills.

The program’s administrators will focus on financing battery manufacturers and companies that refine, recycle and process critical minerals, the White House said.

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Clean Energy Buyers Alliance 2030 Goal targets a 90% carbon-free U.S. grid, accelerating power-sector decarbonization via corporate renewable energy procurement, market and policy reforms, and customer demand to enable net-zero electrification across industries.

Key Points

The Alliance's plan to reach a 90% carbon-free U.S. electricity system by 2030 via customer-driven markets and policy.

✅ Corporate buyers scale renewable PPAs and aggregation

✅ Market and policy reforms unlock clean power access

✅ Goal aligns with net-zero and widespread electrification

The Clean Energy Buyers Association (CEBA) and the Clean Energy Buyers Institute (CEBI), which together make up the Clean Energy Buyers Alliance, have announced a profound new aspiration for impact: a 90% carbon-free U.S. electricity system by 2030 and a global community of energy customers driving the global energy transition forward.

Alongside the two organizations’ bold new vision of the future – customer-driven clean energy for all – the Alliance will super-charge the work of its predecessor organizations, the Renewable Energy Buyers Alliance (REBA) and the REBA Institute, which represent the most iconic global companies with more than $6 trillion dollars in annual revenues and 14 million employees.

“This is the decisive decade for climate action and especially for decarbonization of the power sector,” said Miranda Ballentine, CEO of CEBA and CEBI. “To achieve a net-zero economy worldwide by 2050, the United States must lead. And the power sector must accelerate toward a 2030 timeline as electrification of other industries will be driving up power use.”

In the U.S. alone, more than 60% of electricity is consumed by the commercial and industrial sectors. Institutional energy customers have accelerated the deployment of clean energy solutions over the last 10 years to achieve increasingly ambitious greenhouse gas reduction targets, even as a federal coal plan remains under debate, and further cement the critical role of customers in decarbonizing the energy system. The Clean Energy Buyers Association Deal Tracker shows that 7.9 GW of new corporate renewable energy project announcements in the first three quarters of this year are equivalent to 40% of all new carbon free energy capacity added in the U.S. so far in 2021.

“With our new vision of customer-driven clean energy for all, we are also unveiling new organization brands,” Ballentine continued. “I’m excited to announce that REBA will become CEBA—the Clean Energy Buyers Association—and will focus on activating our community of energy customers and partners to deploy market and policy solutions for a carbon-free energy system. The REBA Institute will become the Clean Energy Buyers Institute (CEBI) and will focus on solving the toughest market and policy barriers to achieving a carbon-free energy system in collaboration with policymakers, leading philanthropies, and energy market stakeholders. Together, CEBA and CEBI will make up the new Clean Energy Buyers Alliance.”

To decarbonize the U.S. electricity system 90% by 2030, a goal aligned with California's 100% carbon-free mandate efforts, and to activate a community of customers driving clean energy around the world, the Clean Energy Buyers Alliance will drive three critical transformations to:

Unlock markets so that energy customers can use their buying power and market-influence, building on a historic U.S. climate deal this year, to accelerate electricity decarbonization.

Catalyze communities of energy customers to actively choose clean energy through Mission Innovation collaborations and to do more together than they could on their own.

Decarbonize the grid for all, since not every energy customer can or will use their buying power to choose clean energy.

“The Clean Energy Buyers Alliance is setting the bar for what energy buyers, utilities and governments should and need to be doing to achieve a carbon-free energy future,” said Michael Terrell, CEBA board chair and Director of Energy at Google. “This ambitious approach is a critical step in tackling climate change. The time for meaningful climate action is now and we must collectively be bolder and more ambitious in our actions in both the public and private sectors – starting today.”

This new vision of customer-driven clean energy for all is an unprecedented opportunity for every member of the Clean Energy Buyers Alliance community – from energy customers to providers to manufacturers – to all parties up and down the energy supply chain to lead the evolution of a new energy economy, which will require incentives to double investment in clean energy to rise to $4 trillion by 2030.

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US Renewable Energy Transition is the shift from fossil fuels to wind, solar, and nuclear, targeting net-zero emissions via grid modernization, battery storage, and new transmission to replace legacy plants and meet rising electrification.

Key Points

The move to decarbonize electricity by scaling wind, solar, and nuclear with storage and transmission upgrades.

✅ Falling LCOE makes wind and solar competitive with gas and coal.

✅ 4-hour lithium-ion storage shifts solar to evening peak demand.

✅ New high-voltage transmission links resource-rich regions to load.

Generating electricity to power homes and businesses is a significant contributor to climate change. In the United States, one quarter of greenhouse gas emissions come from electricity production, according to the Environmental Protection Agency.

Solar panels and wind farms can generate electricity without releasing any greenhouse gas emissions, and recent research suggests wind and solar could meet about 80% of U.S. demand with supportive infrastructure. Nuclear power plants can too, although today’s plants generate long-lasting radioactive waste, which has no permanent storage repository.

But the U.S. electrical sector is still dependent on fossil fuels. In 2021, 61 percent of electricity generation came from burning coal, natural gas, or petroleum. Only 20 percent of the electricity in the U.S. came from renewables, mostly wind energy, hydropower and solar energy, according to the U.S. Energy Information Administration, and in 2022 renewable electricity surpassed coal nationwide as portfolios shifted. Another 19 percent came from nuclear power.

The contribution from renewables has been increasing steadily since the 1990s, and the rate of increase has accelerated, with renewables projected to reach one-fourth of U.S. generation in the near term. For example, wind power provided only 2.8 billion kilowatt-hours of electricity in 1990, doubling to 5.6 billion in 2000. But from there, it skyrocketed, growing to 94.6 billion in 2010 and 379.8 billion in 2021.

That’s progress, as the U.S. moves toward 30% electricity from wind and solar this decade, but it’s not happening fast enough to eliminate the worst effects of climate change for our descendants.

“We need to eliminate global emissions of greenhouse gases by 2050,” philanthropist and technologist Bill Gates wrote in his 2023 annual letter. “Extreme weather is already causing more suffering, and if we don’t get to net-zero emissions, our grandchildren will grow up in a world that is dramatically worse off.”

And the problem is actually bigger than it looks, even as pathways to zero-emissions electricity by 2035 are being developed.

“We need not just to create as much electricity as we have now, but three times as much,” says Saul Griffith, an entrepreneur who’s sold companies to Google and Autodesk and has written books on mass electrification. To get to zero emissions, all the cars and heating systems and stoves will have to be powered with electricity, said Griffith. Electricity is not necessarily clean, but at least it it can be, unlike gas-powered stoves or gasoline-powered cars.

The technology to generate electricity with wind and solar has existed for decades. So why isn’t the electric grid already 100% powered by renewables? And what will it take to get there?

First of all, renewables have only recently become cost-competitive with fossil fuels for generating electricity. Even then, prices depend on the location, Paul Denholm of the National Renewable Energy Laboratory told CNBC.

In California and Arizona, where there is a lot of sun, solar energy is often the cheapest option, whereas in places like Maine, solar is just on the edge of being the cheapest energy source, Denholm said. In places with lots of wind like North Dakota, wind power is cost-competitive with fossil fuels, but in the Southeast, it’s still a close call.

Then there’s the cost of transitioning the current power generation infrastructure, which was built around burning fossil fuels, and policymakers are weighing ways to meet U.S. decarbonization goals as they plan grid investments.

“You’ve got an existing power plant, it’s paid off. Now you need renewables to be cheaper than running that plant to actually retire an old plant,” Denholm explained. “You need new renewables to be cheaper just in the variable costs, or the operating cost of that power plant.”

There are some places where that is true, but it’s not universally so.

“Primarily, it just takes a long time to turn over the capital stock of a multitrillion-dollar industry,” Denholm said. “We just have a huge amount of legacy equipment out there. And it just takes awhile for that all to be turned over.”

Intermittency and transmission
One of the biggest barriers to a 100% renewable grid is the intermittency of many renewable power sources, the dirty secret of clean energy that planners must manage. The wind doesn’t always blow and the sun doesn’t always shine — and the windiest and sunniest places are not close to all the country’s major population centers.

Wind resources in the United States, according to the the National Renewable Energy Laboratory, a national laboratory of the U.S. Department of Energy.
Wind resources in the United States, according to the the National Renewable Energy Laboratory, a national laboratory of the U.S. Department of Energy.
National Renewable Energy Laboratory, a national laboratory of the U.S. Department of Energy.
The solution is a combination of batteries to store excess power for times when generation is low, and transmission lines to take the power where it is needed.

Long-duration batteries are under development, but Denholm said a lot of progress can be made simply with utility-scale batteries that store energy for a few hours.

“One of the biggest problems right now is shifting a little bit of solar energy, for instance, from say, 11 a.m. and noon to the peak demand at 6 p.m. or 7 p.m. So you really only need a few hours of batteries,” Denholm told CNBC. “You can actually meet that with conventional lithium ion batteries. This is very close to the type of batteries that are being put in cars today. You can go really far with that.”

So far, battery usage has been low because wind and solar are primarily used to buffer the grid when energy sources are low, rather than as a primary source. For the first 20% to 40% of the electricity in a region to come from wind and solar, battery storage is not needed, Denholm said. When renewable penetration starts reaching closer to 50%, then battery storage becomes necessary. And building and deploying all those batteries will take time and money.
 

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