First Clean Energy Community Officially Designated

EV-Driven Electricity Demand Growth will reshape utilities through electrification, EV adoption, grid modernization, and ratebasing of charging, as NREL forecasts rising terawatt-hours, CAGR increases, and demand-side flexibility to manage emissions and reliability.

Key Points

Growth in power consumption fueled by EV adoption and electrification, increasing utility sales and grid investment.

✅ NREL projects 20%-38% higher U.S. load by 2050

✅ Utilities see CAGR up to 1.6% and 80 TWh/year growth

✅ Demand-side flexibility and EV charging optimize grids

Utilities have struggled with flat demand for years, but analysis by the National Renewable Energy Laboratory predicts steady growth across the next three decades — largely driven by the adoption of electric vehicles, including models like the Tesla Model 3 that are reshaping expectations.

The study considers three scenarios, a reference case and medium- and high-adoption electrification predictions. All indicate demand growth, but in the medium and high scenarios for 2050, U.S. electricity consumption increases by 20% and 38%, respectively, compared to business as usual.

Utilities could go from stagnant demand to compound annual growth rates of 1.6%, which would amount to sustained absolute growth of 80 terawatt-hours per year.

"This unprecedented absolute growth in annual electricity consumption can significantly alter supply-side infrastructure development requirements," the report says, and could challenge state power grids in multiple regions.

NREL's Trieu Mai, principal investigator for the study, cautions that more research is needed to fully assess the drivers and impacts of electrification, "as well as the role and value of demand-side flexibility."

"Although we extensively and qualitatively discuss the potential drivers and barriers behind electric technology adoption in the report, much more work is needed to quantitatively understand these factors," Mai said in a statement.

However, utilities have largely bought into the dream.

"Electric vehicles are the biggest opportunity we see right now," Energy Impact Partners CEO Hans Kobler told Utility Dive. And the impact could go beyond just higher kilowattt-hour sales, particularly as electric truck fleets come online.

"When the transportation sector is fully electrified, it will result in around $6 trillion in investment," Kobler said. "Half of that is on the infrastructure side of the utility." And the industry can also benefit through ratebasing charging stations and managing the new demand.

One benefit that NREL's report points to is the possibility of "expanded value streams enabled by electric and/or grid-connected technologies," such as energy storage and mobile chargers that enhance flexibility.

"Many electric utilities are carefully watching the trend toward electrification, as it has the potential to increase sales and revenues that have stagnated or fallen over the past decade," the report said, highlighting potential benefits for all customers as adoption grows. "Beyond power system planning, other motivations to study electrification include its potential to impact energy security, emissions, and innovation in electrical end-use technologies and overall efficient system integration. The impacts of electrification could be far-reaching and have benefits and costs to various stakeholders."

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FERC Rejects Trump Coal Plan, denying subsidies for coal-fired and nuclear plants as energy policy shifts toward natural gas and renewables, citing no grid reliability threat and warning about electricity prices and market impacts.

Key Points

FERC unanimously rejected subsidies for coal and nuclear plants, finding no grid reliability risk from retirements.

✅ Unanimous FERC vote rejects coal and nuclear compensation

✅ Cites no threat to grid reliability from plant retirements

✅ Opponents warned subsidies would distort power markets and prices

A decision by an independent energy agency to reject the Trump administration’s electricity pricing plan to bolster the coal industry could lead to more closures of coal-fired power plants and the loss of thousands of jobs, a top coal executive said Tuesday.

Robert Murray, CEO of Ohio-based Murray Energy Corp., called the action by the Federal Energy Regulatory Commission “a bureaucratic cop-out” that will raise the cost of electricity and jeopardize the reliability and security of the nation’s electric grid.

“While FERC commissioners sit on their hands and refuse to take the action directed by Energy Secretary Rick Perry and President Donald Trump, the decommissioning of more coal-fired and nuclear plants could result, further jeopardizing the reliability, resiliency and security of America’s electric power grids,” Murray said. “It will also raise the cost of electricity for all Americans.”

The five-member energy commission voted unanimously Monday to reject Trump’s plan to reward nuclear and coal-fired power plants for adding reliability to the nation’s power grid. The plan would have made the plants eligible for billions of dollars in government subsidies and help reverse a tide of bankruptcies and loss of market share suffered by the once-dominant coal industry as utilities' shift to natural gas and renewable energy continues.

The Republican-controlled commission said there’s no evidence that any past or planned retirements of coal-fired power plants pose a threat to reliability of the nation’s electric grid.

Murray disputed that and said the recent cold snap that hit the East Coast showed coal’s value, as power users in the Southeast were asked to cut back on electricity usage because of a shortage of natural gas. “If it were not for the electricity generated by our nation’s coal-fired and nuclear power plants, we would be experiencing massive brownouts risk and blackouts in this country,” he said.

Murray Energy is the largest privately owned coal company in the United States, with mining operations in Ohio, Illinois, Kentucky, Utah and West Virginia. Robert Murray, a Trump friend and political supporter, has been pushing hard for federal assistance for his industry. The Associated Press reported last year that Murray asked the Trump administration to issue an emergency order protecting coal-fired power plants from closing. Murray warned that failure to act could cause thousands of coal miners to be laid off and force his largest customer, Ohio-based FirstEnergy Solutions, into bankruptcy.

Perry ultimately rejected Murray’s request, but later asked energy regulators to boost coal and nuclear plants as the administration moved to replace the Clean Power Plan with a more limited approach.

The plan drew widespread opposition from business and environmental groups that frequently disagree with each other, even as some coal and business interests backed the EPA's Affordable Clean Energy rule in court.

Jack Gerard, president and CEO of the American Petroleum Institute, said Tuesday that the Trump plan was “far too narrow” in its focus on power sources that maintain a 90-day fuel supply.

API, the largest lobbying group for oil and gas industry, supports coal and other energy sources, Gerard said, “but we should not put our eggs in an individual basket defined as a 90-day fuel supply (while) unnecessarily intervening in private markets.”

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Vancouver October 2024 Windstorm brought extreme weather to British Columbia, causing power outages, storm damage, and downed lines as BC Hydro crews led emergency response and restoration, highlighting climate change resilience and community preparedness.

Key Points

A severe storm with 100 km/h gusts that caused outages and damage in Vancouver, prompting wide power restoration.

✅ 100 km/h gusts toppled trees and downed power lines

✅ Over 200,000 BC Hydro customers lost electricity

✅ Crews and communities coordinated emergency response

In October 2024, a powerful windstorm swept through the Vancouver area, resulting in widespread power outages and disruption across the region. The storm, characterized by fierce winds and heavy rainfall, reflected conditions seen when strong winds in the Miami Valley knocked out power earlier this year, and was part of a larger weather pattern that affected much of British Columbia. Residents braced for the impacts, with local authorities and utility companies preparing for the worst.

The Storm's Impact

The windstorm hit Vancouver with wind gusts exceeding 100 km/h, toppling trees, and downing power lines. As the storm progressed, reports of damaged properties and fallen trees began to flood in. Many neighborhoods experienced significant power outages, mirroring widespread outages in Quebec earlier in the season, with thousands of residents left without electricity for extended periods. The areas hardest hit included the West End, Kitsilano, and parts of the North Shore, where the impact of the storm was particularly severe.

Utility companies, including BC Hydro operations, mobilized their crews quickly in response to the storm's aftermath. Emergency response teams worked tirelessly to restore power, often facing challenging conditions. The restoration efforts were complicated by the sheer number of outages reported—over 200,000 customers were affected at the height of the storm. Crews encountered not only downed lines but also hazardous conditions as they navigated through debris-laden streets.

Community Response and Resilience

In the wake of the storm, the community showcased remarkable resilience. Local residents rallied together to assist one another, sharing resources and providing support to those most affected. Many community centers opened their doors as emergency shelters, offering warmth and safety to those without power, a step also taken when a London power outage disrupted mornings for thousands across the city.

Authorities also emphasized the importance of preparedness in such situations. They urged residents to have emergency kits ready, including food, water, and essential supplies, noting that nearby areas like North Seattle can face sudden outages with little warning. Local officials highlighted the value of staying informed through weather updates and alerts, allowing residents to make informed decisions during extreme weather events.

The Role of Climate Change

The October windstorm serves as a stark reminder of the increasing frequency and intensity of extreme weather events, a trend often linked to climate change. Experts have noted that rising global temperatures are contributing to more severe weather patterns, including stronger storms and increased Toronto flooding events. As cities like Vancouver face the reality of climate change, discussions about infrastructure resilience and adaptation strategies have gained urgency.

City planners and environmental advocates are pushing for initiatives that enhance the city's ability to withstand extreme weather. This includes improving stormwater management systems, increasing green spaces to absorb rainfall, and investing in renewable energy sources. By addressing these challenges proactively, Vancouver aims to mitigate the impacts of future storms and protect its residents.

Moving Forward

As recovery efforts continue, the focus now shifts to restoring normalcy and preparing for future weather events. Residents are encouraged to report any ongoing outages or hazards to local authorities and to stay updated through reliable news sources. BC Hydro and other utility companies are committed to transparency, providing regular updates on power restoration efforts, even as outages can persist for days as seen in Toronto after a spring storm.

The October 2024 windstorm will be remembered not only for its immediate impacts but also as a catalyst for discussions on resilience and community preparedness. As Vancouver looks ahead, the lessons learned from this storm will shape strategies for better handling extreme weather, ensuring that the city is equipped to face the challenges posed by a changing climate.

In conclusion, while the windstorm caused significant disruption and hardship for many, it also highlighted the strength of community spirit and the importance of proactive planning in the face of climate challenges. Vancouver's response and recovery will be crucial in building a more resilient future for all its residents.

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Russian cyberattacks on U.S. power grid exposed DHS warnings: Dragonfly/Energetic Bear breached control rooms, ICS networks, and could trigger blackouts via switch manipulation, phishing, and malware, threatening critical infrastructure and utility operations nationwide.

Key Points

State-backed breaches of utility ICS and control rooms enabled potential switch manipulation and blackouts.

✅ DHS: Dragonfly/Energetic Bear breached utility networks

✅ Access reached control rooms and ICS for switch control

✅ Ongoing campaign via phishing, malware, lateral movement

Russian hackers for a state-sponsored organization invaded hundreds of control rooms of U.S. electric utilities that could have led to blackouts, a new report says.

The group, known as Dragonfly or Energetic Bear, infiltrated networks of U.S. utilities as part of an effort that is likely ongoing, Department of Homeland Security officials told the Wall Street Journal.

Jonathan Home, chief of industrial-control-system analysis for DHS, said the hackers “got to the point where they could have thrown switches” and upset power flows.

Although the agency did not disclose which companies were impacted, the officials at a briefing Monday said that there were “hundreds of victims” including breaches at power plants across the U.S., and that some companies may not be aware that hackers infiltrated their networks yet.

According to experts, Russia has been preparing for such attacks for some time now, prompting a renewed focus on protecting the grid among utilities and policymakers.

“They’ve been intruding into our networks and are positioning themselves for a limited or widespread attack,” said former Deputy Assistant Defense Secretary Michael Carpenter, now senior director at the Penn Biden Center at the University of Pennsylvania, per the Wall Street Journal. “They are waging a covert war on the West.”

Earlier this year, the Trump administration claimed Russia had staged a power grid hacking campaign against the U.S. energy grid and other U.S. infrastructure.

The report comes after President Trump told reporters last week during a joint press conference in Helsinki alongside Russian President Vladimir Putin that he had no reason not to believe the Russian leader's assurances to him that the Kremlin was not to blame for interference in the election.

Trump later admitted that he misspoke when he said he didn’t “see any reason why” Russia would have meddled in the 2016 election, and said he believes the U.S. intelligence community assessment that found that the Russian government did interfere in the electoral process.

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Northeast D.C. Power Outage highlights Pepco substation equipment failure, widespread service disruptions, grid reliability concerns, and restoration efforts, with calls for smart grid upgrades, better communication, and resilient infrastructure to protect residents, schools, and businesses.

Key Points

A Pepco substation failure caused outages, prompting restoration work and plans for smarter, resilient grid upgrades.

✅ Pepco cites substation equipment failure as root cause

✅ Crews prioritized rapid restoration and customer updates

✅ Calls grow for smart grid, resilience, and transparency

A recent power outage affecting Northeast Washington, D.C., has drawn attention to the vulnerabilities within the city’s energy infrastructure. The outage, caused by equipment failure at a Pepco substation, left thousands of residents in the dark and raised concerns about the reliability of electricity services in the area.

The Outage: What Happened?

On a typically busy weekday morning, Pepco, the local electric utility, reported significant power disruptions that affected several neighborhoods in Northeast D.C. Initial reports indicated that around 3,000 customers were without electricity due to issues at a nearby substation. The outages were widespread, impacting homes, schools, and businesses, and reflecting pandemic energy insecurity seen in many communities, creating a ripple effect of inconvenience and frustration.

Residents experienced not only the loss of power but also disruptions in daily activities. Many were unable to work from home, students faced challenges with remote learning, and businesses had to close or operate under limited conditions. The timing of the outage further exacerbated the situation, as it coincided with a period of increased demand for electricity, making efforts to prevent summer outages even more crucial for residents and businesses.

Community Response

In the wake of the outage, local community members and leaders quickly mobilized to assess the situation. Pepco crews were dispatched to restore power as swiftly as possible, but residents were left grappling with the immediate consequences. Local organizations and community leaders stepped in to provide support, especially as extreme heat can exacerbate electricity struggles for vulnerable households, offering resources such as food and shelter for those most affected.

Social media became a vital tool for residents to share information and updates about the situation. Many took to platforms like Twitter and Facebook to report their experiences and seek assistance. This grassroots communication helped keep the community informed and fostered a sense of solidarity during the disruption.

The Utility's Efforts

Pepco’s response involved not only restoring power but also addressing the underlying issues that led to the outage. The utility company communicated its commitment to investigating the cause of the equipment failure and ensuring that similar incidents would be less likely in the future. As part of this commitment, Pepco outlined plans for infrastructure upgrades, despite supply-chain constraints facing utilities nationwide, aimed at enhancing reliability across its service area.

Moreover, Pepco emphasized the importance of communication during outages. The company has been working to improve its notification systems, ensuring that customers receive timely updates about outages and restoration efforts. Enhanced communication can help mitigate the frustration experienced during such events and keep residents informed about when they can expect power to be restored.

Broader Implications for D.C.'s Energy Infrastructure

This recent outage has sparked a larger conversation about the resilience of Washington, D.C.’s energy infrastructure. As the city continues to grow and evolve, the demand for reliable electricity is more critical than ever. Frequent outages can undermine public confidence in utility providers and highlight the need for ongoing investment in infrastructure amid an aging U.S. grid that complicates renewable deployment and EV adoption across the country.

Experts suggest that to ensure a more reliable energy supply, utilities must embrace modernization efforts, including the integration of smart grid technology and renewable energy sources. These innovations can enhance the ability to manage electricity supply and demand, especially during unprecedented demand in the Eastern U.S. when heatwaves strain systems, reduce outages, and improve response times during emergencies.

The Path Forward

In response to the outage, community advocates are calling for greater transparency from Pepco and other utility companies. They emphasize the importance of holding utilities accountable for maintaining reliable service and communicating effectively with customers, while also promoting customer bill-reduction initiatives that help households manage costs. Public forums and discussions about energy policy can empower residents to voice their concerns and contribute to solutions.

As D.C. looks to the future, it is essential to prioritize investments in energy infrastructure that can withstand the demands of a growing population. Collaborations between local government, utility companies, and community organizations can drive initiatives aimed at enhancing resilience and ensuring that all residents have access to reliable electricity.

The recent power outage in Northeast D.C. serves as a reminder of the challenges facing urban energy infrastructure. While Pepco's efforts to restore power and improve communication are commendable, the incident highlights the need for long-term solutions to enhance reliability. By investing in modern technology and fostering community engagement, D.C. can work towards a more resilient energy future, ensuring that residents can count on their electricity service even in times of crisis.

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U.S. Electricity Demand Decoupling signals GDP growth without higher load, driven by energy efficiency, LED adoption, services-led output, and rising renewables integration with the grid, plus EV charging and battery storage supporting decarbonization.

Key Points

GDP grows as electricity use stays flat, driven by efficiency, renewables, and a shift toward services and output.

✅ LEDs and codes cut residential and commercial load intensity.

✅ Wind, solar, and gas gain share as coal and nuclear struggle.

✅ EVs and storage can grow load and enable grid decarbonization.

By Justin Fox

Economic growth picked up a little in the U.S. in 2017. But electricity use fell, with electricity sales projections continuing to decline, according to data released recently by the Energy Information Administration. It's now been basically flat for more than a decade:

Measured on a per-capita basis, electricity use is in clear decline, and is already back to the levels of the mid-1990s.

Sources: U.S. Energy Information Administration, U.S. Bureau of Economic Analysis

*Includes small-scale solar generation from 2014 onward

I constructed these charts to go all the way back to 1949 in part because I can (that's how far back the EIA data series goes) but also because it makes clear what a momentous change this is. Electricity use rose and rose and rose and then ... it didn't anymore.

Slower economic growth since 2007 has been part of the reason, but the 2017 numbers make clear that higher gross domestic product no longer necessarily requires more electricity, although the Iron Law of Climate is often cited to suggest rising energy use with economic growth. I wrote a column last year about this big shift, and there's not a whole lot new to say about what's causing it: mainly increased energy efficiency (driven to a remarkable extent by the rise of LED light bulbs), and the continuing migration of economic activity away from making tangible things and toward providing services and virtual products such as games and binge-watchable TV series (that are themselves consumed on ever-more-energy-efficient electronic devices).

What's worth going over, though, is what this means for those in the business of generating electricity. The Donald Trump administration has made saving coal-fired electric plants a big priority; the struggles of nuclear power plants have sparked concern from multiple quarters. Meanwhile, U.S. natural gas production has grown by more than 40 percent since 2007, thanks to hydraulic fracturing and other new drilling techniques, while wind and solar generation keep making big gains in cost and market share. And this is all happening within the context of a no-growth electricity market.

In China, a mystery in China's electricity data has complicated global comparisons.

Here are the five main sources of electric power in the U.S.:

The big story over the past decade has been coal and natural gas trading places as the top fuel for electricity generation. Over the past year and a half coal regained some of that lost ground as natural gas prices rose from the lows of early 2016. But with overall electricity use flat and production from wind and solar on the rise, that hasn't translated into big increases in coal generation overall.

Oh, and about solar. It's only a major factor in a few states (California especially), so it doesn't make the top five. But it's definitely on the rise.

What happens next? For power generators, the best bet for breaking out of the current no-growth pattern is to electrify more of the U.S. economy, especially transportation. A big part of the attraction of electric cars and trucks for policy-makers and others is their potential to be emissions-free. But they're only really emissions-free if the electricity used to charge them is generated in an emissions-free manner -- creating a pretty strong business case for continuing "decarbonization" of the electric industry. It's conceivable that electric car batteries could even assist in that decarbonization by storing the intermittent power generated by wind and solar and delivering it back onto the grid when needed.

I don't know exactly how all this will play out. Nobody does. But the business of generating electricity isn't going back to its pre-2008 normal. 

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