Will Electric Vehicles Crash The Grid?

Scotland Green Recovery Strategy centers on renewable energy, onshore wind, energy efficiency, battery storage, hydrogen, and electric vehicles, alongside public transport and digital infrastructure, local manufacturing, and grid flexibility to decarbonize industry and communities.

Key Points

A plan to cut emissions by scaling renewables, efficiency, storage, and infrastructure for resilient, low-carbon growth.

✅ Prioritize energy efficiency retrofits in homes and workplaces

✅ Invest in battery storage, hydrogen, and EV charging networks

✅ Support local manufacturing and circular economy supply chains

THE “green recovery” joins the growing list of Covid-era political maxims, while green energy investment could drive recovery, suggesting a bright and environmentally sustainable post-pandemic future lies ahead.

The Prime Minister once again alluded to it recently when he expressed his ambition to see the UK become the “world leader in clean wind energy”. In his typically bombastic style, Boris Johnson declared that everything from our kettles to electric vehicles, with offshore wind energy central to that vision, will be powered by “breezes that blow around these islands” by the next decade.

These comments create a misleading impression about how we can achieve a green recovery, particularly as Covid-19 hit renewables and exposed systemic challenges. While wind turbines have a key role to play, they are just one part of a comprehensive solution requiring a far more in-depth focus on how and why we use energy. We must concentrate our efforts and resources on reducing our overall consumption and increasing energy capture.

This includes making significant energy efficiency improvements to the buildings where we live and work and grasping the lessons of lockdown, including proposals for a fossil fuel lockdown to accelerate climate action, to ensure we operate in a more effective and less environmentally-damaging fashion. Do we really want to return to a world where people commute daily half way across the country for work or fly to New York for a two-hour meeting?

Businesses will need to adapt to new ways of operating outwith the traditional nine-to-five working week to reduce congestion and pollution levels. To make this possible requires Government investment in critical areas such as public transport and digital infrastructure, alongside more pylons to strengthen the grid, across all parts of Scotland to decentralise the economy and enable more people to live and work outside the main cities.

A Government-supported green recovery must rest on making it financially viable for businesses to manufacture here to reduce our reliance on imported goods. This includes processing recycleable materials here rather than shipping them abroad. It also means using locally generated energy to support local jobs and industry. We miss a trick if Scotland simply becomes a power generator for the rest of the UK.

MOVING transport from fossil fuels to renewable fuels will require a step-change that also requires support across all levels. The increased use of electric vehicles and hydrogen fuel cells are all encouraging developments, but these will rely on investment in infrastructure throughout the country if we’re to achieve significant benefits to our environment and our economy.

This brings us to the role of onshore wind power; still the cheapest form of renewable energy, and a sector marked by wind growth despite Covid-19 around the world today. Repowering existing sites with newer and more efficient turbines will certainly increase capacity rapidly, but we must also invest into development projects that will further enhance the capacity and efficiency of existing equipment. This includes improving on the current practice of the National Grid paying operators to switch off wind turbines when excess electricity is produced and instead developing new and innovative means to capture this energy. Government-primed investment into battery storage could help ensure we achieve and further reduce our reliance on traditional, non-sustainable sources.

We need a level playing field so that all forms of energy are judged on their lifetime cost in terms of emissions as well as construction and decommissioning costs to ensure fiscal incentives are applied on a fairer basis.

Turning the maxim of a green recovery into reality will require more than extra wind turbines, and the UK's wind lessons underscore the importance of policy and scale. We need a significant investment and commitment from business and government to limit existing emissions and ensure we capture and use energy more efficiently.

Andy Drane is projects partner and head of renewables at law firm Davidson Chalmers Stewart.

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Ukraine Green Fightback advances renewable energy, energy independence, and EU integration, rebuilding war-damaged grids with solar, wind, and storage, exporting power to Europe, and scaling community microgrids for resilient, low-carbon recovery and REPowerEU alignment.

Key Points

Ukraine Green Fightback shifts to renewables and resilient grids, aiming 50% clean power by 2035 despite wartime damage.

✅ 50% renewable electricity target by 2035, up from 15% in 2021

✅ Community solar and microgrids secure hospitals and schools

✅ Wind and solar rebuild capacity; surplus exports to EU grids

Two years after severing ties with Russia's power grid, Ukraine stands defiant, rebuilding its energy infrastructure with a resolute focus on renewables. Amidst the ongoing war's devastation, a remarkable green fightback is taking shape, driven by a vision of a self-sufficient, climate-conscious future.

Energy Independence, Forged in Conflict:

Ukraine's decision to unplug from Russia's grid in 2022 was both a strategic move and a forced necessity, aligning with a wider pushback from Russian oil and gas across the continent. While it solidified energy independence aspirations, the full-scale invasion pushed the country into "island mode," highlighting vulnerabilities of centralized infrastructure.

Today, Ukraine remains deeply intertwined with Europe, inching towards EU accession and receiving global support, as Europe's green surge in clean energy gathers pace. This aligns perfectly with the country's commitment to environmental responsibility, further bolstered by the EU's own "REPowerEU" plan to ditch fossil fuels.

Rebuilding with Renewables:

The war's impact on energy infrastructure has been significant, with nearly half damaged or destroyed. Large-scale renewables have borne the brunt, with 30% of solar and 90% of wind farms facing disruption.

Yet, the spirit of resilience prevails. Surplus electricity generated by solar plants is exported to Poland, showcasing the potential of renewable sources and mirroring Germany's solar power boost across the region. Ambitious projects are underway, like the Tyligulska wind farm, Ukraine's first built in a conflict zone, already supplying clean energy to thousands.

The government's vision is bold: 50% renewable energy share by 2035, a significant leap from 2021's 15%, and informed by the fact that over 30% of global electricity already comes from renewables. This ambition is echoed by civil society groups who urge even higher targets, with calls for 100% renewable energy worldwide continuing to grow.

Community-Driven Green Initiatives:

Beyond large-scale projects, community-driven efforts are flourishing. Villages like Horenka and Irpin, scarred by the war, are rebuilding hospitals and schools with solar panels, ensuring energy security and educational continuity.

These "bright examples," as Svitlana Romanko, founder of Razom We Stand, calls them, pave the way for a broader green wave. Research suggests replacing all coal plants with renewables would cost a manageable $17 billion, paving the way for a future free from dependence on fossil fuels, with calls for a fossil fuel lockdown gaining traction.

Environmental Cost of War:

The war's ecological footprint is immense, with damages exceeding €56.7 billion. The Ministry of Environmental Protection and Natural Resources is meticulously documenting this damage, not just for accountability but for post-war restoration.

Their efforts extend beyond documentation. Ukraine's "EcoZagroza" app allows citizens to report environmental damage and monitor pollution levels, fostering a collaborative approach to environmental protection.

Striving for a Greener Future:

President Zelenskyy's peace plan highlights ecocide prevention and environmental restoration. The ministry itself is undergoing a digitalization push, tackling corruption and implementing EU-aligned reforms.

While the European Commission's recent progress report acknowledges Ukraine's strides, set against a Europe where renewable power has surpassed fossil fuels for the first time, the "crazy rhythm" of change, as Ecoaction's Anna Ackermann describes it, reflects the urgency of the situation. Finding the right balance between war efforts and green initiatives remains a crucial challenge.

Conclusion:

Ukraine's green fightback is a testament to its unwavering spirit. Amidst the darkness of war, hope shines through in the form of renewable energy projects and community-driven initiatives. By embracing a green future, Ukraine not only rebuilds but sets an example for the world, demonstrating that even in the face of adversity, sustainability can prevail.

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Canada EV demand surge is driven by record gas prices, zero-emission policies, and tight dealer inventory, while microchip shortages, ZEV mandates abroad, and lithium supply concerns extend wait times for new and used models.

Key Points

Canada EV demand surge is rising interest in zero-emission cars due to high gas prices and limited EV supply.

✅ Gas at $2/litre spurs zero-emission interest

✅ Dealer inventory scarce; waits up to 3 years

✅ Microchip and lithium constraints limit output

Price shock at the pump is driving  Canadians toward buying an ev. But manufacturers are having trouble keeping up with consumer demand, even as the U.S. auto sector pivots to EVs across North America.

In parts of the country, gas prices exceeded $2 per litre last month amid strong global demand for oil combined with Russia's invasion of Ukraine. Halifax-based electric vehicle salesperson Jeremie Bernardin said he's noticed an explosion of interest in zero-emission vehicles since the price of fuel started to take off.

"I think there's a lot of people that were considering electric vehicles for a very long time, and they needed that extra little push," Bernardin, who is also the president of the Electric Vehicle Association of Atlantic Canada, where Atlantic EV demand has lagged the national average, told CTVNews.ca over the phone on Wednesday.

With so few electric vehicles on dealership lots, Canadians looking to buy a brand-new zero-emission car will have to put down a deposit and get onto a waiting list. Bernardin said the wait times can be as long as three years, depending on the manufacturer and the dealership.

Tesla, which makes Canada's best-selling electric car according to the automotive publication Motor Illustrated, says delivery times for its vehicles range between three months to one year, depending on the model. But some manufacturers like Nissan have already completely sold out of their electric vehicle inventory for the 2022 model year, though recent EV assembly deals in Canada aim to expand capacity over time.

Shortages of electric vehicles have been around long before the recent spike in gas prices. In March 2021, a report commissioned by Transport Canada found that more than half of Canadian dealerships had no electric vehicles in stock. The report also found that wait times exceeded six months at 31 per cent of dealerships that had no zero-emission cars in their inventory.

Interest in used electric vehicles has also surged amid the high gas prices. Used car marketplace AutoTrader.ca says searches for electric cars in March 2022 increased 89 per cent compared to the previous year, while the number of inquiries sent to electric vehicle sellers through its platform jumped 567 per cent.

"It's understandable that when the gas prices are expensive, consumers are looking to buy and get into electric vehicles, though upfront cost remains a major barrier for many buyers today," Baris Akyurek, AutoTrader.ca's director of marketing intelligence, told CTVNews.ca in a phone interview on Wednesday.

SUPPLY CHAIN ISSUES PERSIST
The surging interest in electric vehicles also comes at a time when pandemic-induced shortages of microchips have been affecting the automotive industry at large since late 2020. Modern automobiles can have hundreds of microchips that control everything from the air conditioning to the power steering system, and a shortage of these crucial components have resulted in fewer vehicles being manufactured.

"Electric vehicles are subject to supply chain issues, just like anything else. Right now, the COVID pandemic has disrupted global supply chains. The auto industry specifically is seeing a microchip shortage that it's been struggling with for the past year or two. So those things are at play," said Joanna Kyriazis, senior policy advisor with Simon Fraser University’s Clean Energy Canada, in a phone interview with CTVNews.ca on Tuesday.

On top of that, Kyriazis says more than 80 per cent of the world's supply of electric vehicles are shipped to consumers in China and the European Union.

China has a strict zero-emission vehicle (ZEV) mandate that requires automakers to ensure that a certain minimum percentage of their vehicles are electric or hydrogen-powered. In Europe, automakers are also forced to sell more electric vehicles there in order to meet the EU's stringent fleetwide emissions standards, and in Canada, Ottawa is preparing EV sales regulations to guide adoption in the coming years.

"We don't have the same aggressive regulations in place yet to really force automakers to prioritize the Canadian market when they're deciding where to allocate their EV inventory and where to sell EVs," said Kyriazis, though Ottawa's 2035 EV mandate remains debated by some industry observers today.

Kyriazis also said she believes it's possible that a shortage of lithium and other minerals required for battery production could be a potential issue within the next five years.

"But my understanding is that the global market is not hitting a supply crunch just yet," she said. "There could be a near-term supply issue. But we're not there yet."

In order to ensure adequate supply of minerals for battery production, the federal government in its most recent budget committed to providing up to $3.8 billion over eight years to create "Canada's first critical minerals strategy." The strategy is aimed at boosting extraction and production of Canadian nickel, lithium and other minerals used as components in electric vehicles and their batteries, and it aligns with opportunities for Canada-U.S. collaboration as companies electrify.

"Canada has a lot of natural resources and a lot of experience with natural resource extraction. We really can stand to be a leader in battery production," said Harry Constatine, president of the Vancouver Electric Vehicles Association, in an interview with CTVNews.ca over the phone on Monday.

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Electric Vehicle Price Parity 2027 signals cheaper EV manufacturing as battery costs plunge, widening model lineups, and tighter EU emissions rules; UBS and BloombergNEF foresee parity, with TCO advantages over ICE amid growing fast-charging networks.

Key Points

EV cost parity in 2027 when manufacturing undercuts ICE, led by cheaper batteries, wider lineups, and emissions policy.

✅ Battery costs drop 58% next decade, after 88% fall

✅ Manufacturing parity across segments from 2027

✅ TCO favors EVs; charging networks expand globally

A Bloomberg/NEF report commissioned by Transport & Environment forecasts 2027 as the year when electric vehicles will start to become cheaper to manufacture than their internal combustion equivalents across all segments, aligning with analyses that the EV age is arriving ahead of schedule for consumers and manufacturers alike, mainly due to a sharp drop in battery prices and the appearance of new models by more manufacturers.

Batteries, which have fallen in price by 88% over the past decade and are expected to plunge by a further 58% over the next 10 years, make up between one-quarter and two-fifths of the total price of a vehicle. The average pre-tax price of a mid-range electric vehicle is around €33,300, and higher upfront prices concern many UK buyers compared to €18,600 for its diesel or gasoline equivalent. In 2026, both are expected to cost around €19,000, while in 2030, the same electric car will cost €16,300 before tax, while its internal combustion equivalent will cost €19,900, and that’s without factoring in government incentives.

Other reports, such as a recent one by UBS, put the date of parity a few years earlier, by 2024, after which they say there will be little reason left to buy a non-electric vehicle, as the market has expanded from near zero to 2 million in just five years.

In Europe, carmakers will become a particular stakeholder in this transition due to heavy fines for exceeding emissions limits calculated on the basis of the total number of vehicles sold. Increasing the percentage of electric vehicles in the annual sales portfolio is seen by the industry as the only way to avoid these fines. In addition to brands such as Bentley or Jaguar Land Rover, which have announced the total abandonment of internal combustion engine technology by 2025, or Volvo, which has set 2030 as the target date, other companies such as Ford, which is postponing this date in its home market, also set 2030 for the European market, which clearly demonstrates the suitability of this type of policy.

Nevertheless internal combustion vehicles will continue to travel on the roads or will be resold in developing countries. In addition to the price factor, which is even more accentuated when estimates are carried out in terms of total cost of ownership calculations due to the lower cost of electric recharging versus fuel and lower maintenance requirements, other factors such as the availability of fast charging networks must be taken into account.

While price parity is approaching, it is worth thinking about the factors that are causing car sales, which are still behind gasoline models in share, to suffer: the chip crisis, which is strongly affecting the automotive industry and will most likely extend until 2022, is creating production problems and the elimination of numerous advanced electronic options in many models, which reduces the incentive to purchase a vehicle at the present time. These types of reasons could lead some consumers to postpone purchasing a vehicle precisely when we may be talking about the final years for internal combustion technology, which would increase the likelihood that, later on and as the price gap closes, they would opt for an electric vehicle.

Finally, in the United States, the ambitious infrastructure plan put in place by the Biden administration also promises to accelerate the transition to electric vehicles by addressing key barriers to mainstream adoption such as charging access, which in turn is fueling the interest of automotive companies to have more electric vehicles in their range. In Europe, meanwhile, more Chinese brands offering electric vehicles are beginning to enter the most advanced markets, such as Norway and the Netherlands, with plans to expand to the rest of the continent with very competitive offers in terms of price.

One way or another, the future of the automotive industry is electric, and the transition will take place during the remainder of this decade. You might want to think about it if you are weighing whether it’s time to buy an electric car this year.

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Poland Solar PV Boom drives record installations, rooftop and utility-scale growth, EU-aligned incentives, net metering, PPAs, and auctions, pushing capacity toward 8.3 GW by 2024 while prosumers, grid upgrades, and energy management expand.

Key Points

A rapid expansion of Poland's PV market, driven by incentives, PPAs, and prosumers across rooftop and utility-scale.

✅ 2.2 GW added in 2020, triple 2019, led by small-scale prosumers

✅ Incentives: My Current, Clean Air, Agroenergia, net metering

✅ Growth toward 8.3 GW by 2024; PPAs and auctions scale utility

Photovoltaics (PV) is booming in Poland. According to SolarPower Europe, 2.2 gigawatts (GW) of solar power was installed in the country in 2020 - nearly three times as much as the 823 megawatts (MW) installed in 2019. This places Poland fourth across Europe, behind Germany, where a solar power boost has been underway (4.8 GW added in 2020), the Netherlands (2.8 GW) and Spain (2.6 GW). So all eyes in the industry are on the up-and-coming Polish market. The solar industry will come together at Intersolar Europe Restart 2021, taking place from October 6 to 8 at Messe München. As part of The smarter E Europe Restart 2021, manufacturers, suppliers, distributors and service providers will all present their products and innovations at the world's leading exhibition for the solar industry.

All signs point to continued strong growth, with renewables on course to set records across markets. An intermediate, more conservative EU Market Outlook forecast from SolarPower Europe expects the Polish solar market to grow by 35 percent annually, meaning that it will have achieved a PV capacity of 8.3 GW by 2024 as solar reshapes Northern Europe's power prices over the medium term. "PV in Poland is booming at every level - from private and commercial PV rooftop systems to large free-standing installations," says Dr. Stanislaw Pietruszko, President of the Polish Society for Photovoltaics (PV Poland). According to the PV Poland, the number of registered small-scale systems - those under 50 kilowatts (kW) - with an average capacity of 6.5 kilowatts (kW) grew from 155,000 (992 MW) at the end of 2019 to 457,400 (3 GW) by the end of 2020. These small-scale systems account for 75 percent of all PV capacity installed in Poland. Larger PV projects with a capacity of 4 GW have already been approved for grid connection, further attesting to the forecast growth.

8,000 people employed in the PV industry
Andrzej Kazmierski, Deputy Director of the Department for Low-emission Economy within the Polish Ministry of Economic Development, Labour and Technology, explained in the Intersolar Europe webinar "A Rising Star: PV Market Poland" at the end of March 2021 that the PV market volume in Poland currently amounts to 2.2 billion euros, with 8,000 people employed in the industry. According to Kazmierski, the implementation of the Renewable Energy Directive (RED II) in the EU, intended to promote energy communities and collective prosumers as well as long-term power purchase agreements (PPAs), will be a critical challenge, and ongoing Berlin PV barriers debates highlight the importance of regulatory coordination. Renewable energy must be integrated with greater focus into the energy system, and energy management and the grids themselves must be significantly expanded as researchers work to improve solar and wind integration. The government seeks to create a framework for stable market growth as well as to strengthen local value creation.

Government incentive programs in Poland
In addition to drastically reduced PV costs, reinforced by China's rapid PV expansion, and growing environmental consciousness, the Polish PV market is being advanced by an array of government-funded incentive programs such as My Current (230 million euros) and Clean Air as well as thermo-modernization. The incentive program Agroenergia (50 million euros) is specifically geared toward farmers and offers low-interest loans or direct subsidies for the construction of solar installations with capacities between 50 kW and 1 MW. Incentive programs for net metering have been extended to small and medium enterprises to provide stronger support for prosumers. Solar installations producing less than 50 kW benefit from a lower value-added tax of just eight percent (compared to the typical 23 percent). The acquisition and installation costs can be offset against income, in turn reducing income tax.
Government-funded auctions are also used to finance large-scale facilities, where the government selects operators of systems running on renewable energy who offer the lowest electricity price and funds the construction of their facilities. The winner of an auction back in December was an investment project for the construction of a 200 MW solar park in the Pomeranian Voivodeship.

Companies turn to solar power for self-consumption
Furthermore, Poland is now playing host to larger solar projects that do not rely on subsidies, as Europe's demand lifts US equipment makers amid supply shifts, such as a 64 MW solar farm in Witnica being built on the border to Germany whose electricity will be sold to a cement factory via a multi-year power purchase agreement. A new factory in Konin (Wielkopolska Voivodeship) for battery cathode materials to be used in electric cars will be powered with 100-percent renewable electricity. Plus, large companies are increasingly turning to solar power for self-consumption. For example, a leading manufacturer of metal furniture in Suwalki (Podlaskie Voivodeship) in northeastern Poland has recently started meeting its demand using a 2 MW roof-mounted and free-standing installation on the company premises.

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UK Renewable Energy Auction secures 10 GW for the grid at record-low costs, led by offshore wind, floating wind, solar, and onshore wind, with inflation-indexed CfDs delivering £37/MWh strike prices and enhanced energy security.

Key Points

Government CfDs add 10 GW of low-cost renewables to the UK grid via offshore wind, floating wind, and solar.

✅ 10 GW capacity: 7 GW offshore wind, 2.2 GW solar, 0.9 GW onshore wind

✅ Record-low £37/MWh offshore; floating wind at £87/MWh CfD strikes

✅ 15-year indexed contracts cut exposure to volatile gas prices

The United Kingdom will add 10 gigawatts (GW) of renewable energy capacity to its power grid at one-quarter the cost of fossil gas after concluding its biggest-ever renewable energy auction for new renewable supplies.

The “remarkable new UK renewable auction” will meet one-eighth of the country’s current electricity demand at record low prices of just £37 per megawatt-hour for offshore wind and £87 for floating offshore systems (a dynamic echoed as wind power gains in Canada across other markets), tweeted Carbon Brief Deputy Editor Simon Evans.

“The government is increasing its reliance on a local supply of renewables amid soaring UK power prices driven by a surge in the cost of natural gas following Russia’s invasion of Ukraine,” Bloomberg Green reports. Offshore wind energy “will add about seven gigawatts of clean power capacity to the nation’s fleet from 2026, bringing Britain closer to its target of installing 50 gigawatts by the end of the decade.”

The awards also include 2.2 gigawatts (that’s 2.2 billion watts) of solar and 900 megawatts of onshore wind, even as the UK faces a renewables backlog on some projects, Bloomberg says.

“Eye-watering gas prices are hitting consumers across Europe,” said UK Business and Energy Secretary Kwasi Kwarteng. “The more cheap, clean power we generate within our own borders, the better protected we will be from volatile gas prices that are pushing up bills.”

Citing government figures, Bloomberg says wind generation costs came in 5.8% lower than the previous auction in 2019, reflecting momentum in a sector set to become a trillion-dollar business this decade. Some of the winning bidders included Ørsted, Iberdrola’s Scottish Power unit, Vattenfall, and a consortium of AB Ignitis Grupe, EDP Renovaveis, and Engie.

“Offshore wind power costs have fallen dramatically in recent years as the UK supported the industry to scale up and industrialize production of larger, more efficient turbines,” the news story states. Now, “the decline in price developers are willing to accept comes even after the cost of wind turbines rose in recent months as prices increased for key metals like steel and supply chain disruptions created expensive delays.”

The 15-year, fixed-price contracts will be adjusted for inflation when the turbines are ready to start delivering electricity, offering lessons for the U.S. wind sector on contract design.

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