How France aims to discourage buying of Chinese EVs


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France EV Bonus Eligibility Rules prioritize lifecycle carbon footprint, manufacturing emissions, battery sourcing, and transport impacts, reshaping electric car incentives and excluding many China-made EVs while aiming for WTO-compliant, low-emission industrial policy.

 

Key Points

France's EV bonus rules score lifecycle emissions to favor low-carbon models and limit incentives for China-made EVs.

✅ Scores energy, assembly, transport, and battery criteria

✅ Likely excludes China-made EVs with coal-heavy production

✅ Aims to align incentives with WTO-compliant climate goals

 

France has published new eligibility rules for electric car incentives to exclude EVs made in China, even though carmakers in Europe do not have more affordable rival models on the French market.


WHY IS FRANCE REVISING ITS EV BONUS ELIGIBILITY RULES?
The French government currently offers buyers a cash incentive of between 5,000 and 7,000 euros in cash for eligible models to get more electric cars on the road, at a total cost of 1 billion euros ($1.07 billion) per year.

However, in the absence of cheap European-made EVs, a third of all incentives are going to consumers buying EVs made in China, a French finance ministry source said. The trend has helped spur a Chinese EV push into Europe and a growing competitive gap with domestic producers.

The scheme will be revamped from Dec. 15 to take into account the carbon emitted in a model's manufacturing process.

President Emmanuel Macron and government ministers have made little secret that they want to make sure French state cash is not benefiting Chinese carmakers.


WHAT DO THE NEW RULES DO?
Under the new rules, car models will be scored against government-set thresholds for the amount of energy used to make their materials, in their assembly and transport to market, as well as what type of battery the vehicle has.

Because Chinese industry generally relies heavily on coal-generated electricity, the criteria are likely to put the bonus out of Chinese carmakers' reach.

The government, which is to publish in December the names of models meeting the new standards, says that the criteria are compliant with WTO rules because exemptions are allowed for health and environmental reasons, and similar Canada EV sales regulations are advancing as well.


WILL IT DO ANYTHING?
With Chinese cars estimated to cost 20% less than European-made competitors, the bonus could make a difference for vehicles with a price tag of less than 25,000 euros, amid an accelerating global transition to EVs that is reshaping price expectations.

But French car buyers will have to wait because Stellantis' (STLAM.MI) Slovakia-made e-C3 city car and Renault's (RENA.PA) France-made R5 are not due to hit the market until 2024.

Nonetheless, many EVs made in China will remain competitive even without the cash incentive, reflecting projections that within a decade many drivers could be in EVs.

With a starting price of 30,000 euros, SAIC group's (600104.SS) MG4 will be less expensive than Renault's equivalent Megane compact car, which starts at 38,000 euros - or 33,000 euros with a 5,000-euro incentive.

Since its 46,000-euro starting price is just below the 47,000-euro price threshold for the bonus, Tesla's (TSLA.O) Y model - one of the best selling electric vehicles in France - could in theory also be impacted by the new rules for vehicles made in China.

S&P Global Mobility analyst Lorraine Morard said that even if most Chinese cars are ineligible for the bonus they would probably get 7-8% of France's electric car market next year, even as the EU's EV share continues to rise, instead of 10% otherwise.

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US Electric Vehicle Momentum Slows as Globe Surges

US electric vehicle momentum is slowing as tax credits expire, tariffs increase costs, and interest rates rise, while Europe and China accelerate EV adoption through stronger incentives, enhanced charging infrastructure, and growth in battery manufacturing.

 

Why has US Electric Vehicle Momentum Slowed as Globe Surges?

US electric vehicle momentum has slowed due to expiring subsidies, rising costs, and global competition from faster-moving markets.

✅ End of federal tax credits weakened buyer demand

✅ Tariffs and high interest rates raised EV prices

✅ Europe and China expanded incentives and infrastructure

 

You could be forgiven for thinking that electric cars might finally be gaining momentum in the United States. Last year, battery-powered vehicle sales topped 1.2 million—more than five times the number sold just four years earlier, amid an early-2024 EV surge in deliveries. Hybrid sales tripled over the same period, and in August, battery cars accounted for 10 percent of all new vehicle sales, a record high according to S&P Global Mobility.

Major automakers, including General Motors, Ford, and Tesla, reported record electric-vehicle deliveries this quarter, a rare bright spot in an industry still contending with high interest rates, inflation, and tariffs, and a sign the age of electric cars is arriving.

Yet analysts warn the apparent boom may be short-lived, noting a market share dip in early 2024 that could foreshadow slower growth. Much of the recent surge was driven by buyers rushing to take advantage of a federal subsidy worth up to $7,500 per vehicle—a credit that expired at the end of September. Without it, automakers expect demand to dip sharply.

"It's going to be a vibrant industry, but it's going to be smaller, way smaller than we thought," Ford CEO Jim Farley said Tuesday. General Motors’ CFO Paul Jacobson echoed that concern: "I expect that EV demand is going to drop off pretty precipitously," he told a conference last month.

Even with those gains, the US—still the world’s second-largest car market—remains a laggard compared with global peers, where global EV adoption has accelerated rapidly. Electric and hybrid vehicles accounted for nearly 30 percent of new sales in the UK last year and approximately one in five across Europe. In China, electric models accounted for almost half of all car sales in 2023 and are expected to become the majority this year, according to the International Energy Agency.

Analysts say policy differences largely explain the gap. Other regions have offered stronger incentives, stricter emissions rules, and more aggressive trade-in programs. President Joe Biden tried to close the gap, tightening emissions standards, offering loans for EV investments, and spending billions on charging networks while expanding the $7,500 credit. His goal was to have half of all US vehicle sales be electric by 2030.

Supporters argue that such measures are crucial to keeping American carmakers competitive with Chinese and European manufacturers. But former President Donald Trump, who recently dismissed climate change as a "con job," has vowed to roll back many of those initiatives, echoing arguments that the EV revolution is overstated by proponents. "We're saying ... you're not going to be forced to make all of those cars," Trump said this summer, while signing a bill to strike down California’s plan to phase out gasoline-only car sales by 2035. "You can make them, but it'll be by the market, judged by the market."

Although EVs have become cheaper, they still cost more than comparable gasoline models, and sales remain behind gas cars in most segments. The average US electric car sold for approximately $57,000 in August, which is roughly 16 percent higher than the overall average, according to Kelley Blue Book.

Chinese EV giants such as BYD have been blocked from the US market by tariffs supported by both Biden and Trump, further limiting price competition. Automakers now face the twin challenges of rising tariffs and disappearing subsidies.

"It would have been difficult enough if all you had to deal with were new tariffs, but with new tariffs and the incentive going away, there are two impacts," said Stephanie Brinley of S&P Global Mobility.

Researchers warn that the policy shift could further reduce EV investment. "It's a big hit to the EV industry—there's no tiptoeing around it," said Katherine Yusko of the American Security Project. "The subsidies were initially a way to level the playing field, and now that they're gone, the US has a lot of ground to make up."

Still, Brinley urged caution before declaring the race lost, even as some argue EVs have hit an inflection point in adoption. "Is [electric] really the right thing?" she asked. "Saying that we're behind assumes that this is the only and best solution, and I think it's a little early to say that."

 

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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.

 

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Electric vehicles: recycled batteries and the search for a circular economy

EV Battery Recycling and Urban Mining enable a circular economy by recovering lithium-ion materials like nickel, cobalt, and lithium, building a closed-loop supply chain that lowers emissions, reduces costs, and strengthens sustainable EV manufacturing.

 

Key Points

Closed-loop recovery of lithium-ion metals to cut emissions, costs, and supply risk across the EV battery supply chain.

✅ Cuts lifecycle emissions via circular, closed-loop battery materials

✅ Secures nickel, cobalt, lithium for resilient EV supply chains

✅ Lowers costs and dependency on mining; boosts sustainability

 


Few people have had the sort of front-row seat to the rise of electric vehicles as JB Straubel.

The softly spoken engineer is often considered the brains behind Tesla: it was Straubel who convinced Elon Musk, over lunch in 2003, that electric vehicles had a future. He then served as chief technology officer for 15 years, designing Tesla’s first batteries, managing construction of its network of charging stations and leading development of the Gigafactory in Nevada. When he departed in 2019, Musk’s biographer Ashlee Vance said Tesla had not only lost a founder, but “a piece of its soul”.

Straubel could have gone on to do anything in Silicon Valley. Instead, he stayed at his ranch in Carson City, Nevada, a town once described by former resident Mark Twain as “a desert, walled in by barren, snow-clad mountains” without a tree in sight.

At first glance it is not the most obvious location for Redwood Materials, a start-up Straubel founded in 2017 with a formidable mission bordering on alchemy: to break down discarded batteries and reconstitute them into a fresh supply of metals needed for new electric vehicles.

His goal is to solve the most glaring problem for electric vehicles. While they are “zero emission” when being driven, the mining, manufacturing and disposal process for batteries could become an environmental disaster for the industry as the technology goes mainstream.

JB Straubel is betting part of his Tesla fortune that Redwood can play an instrumental role in the circular economy
“It’s not sustainable at all today, nor is there really an imminent plan — any disruption happening — to make it sustainable,” Straubel says. “That always grated on me a little bit at Tesla and it became more apparent as we ramped everything up.”

Redwood’s warehouse is the ultimate example of how one person’s trash is another person’s treasure. Each weekday, two to three heavy-duty lorries drop off about 60 tonnes worth of old smartphones, power tools and scooter batteries. Straubel’s team of 130 employees then separates out the metals — including nickel, cobalt and lithium — pulverises them and treats them with chemicals so they can re-enter the supply chain as the building blocks for new lithium-ion batteries.

The metals used in batteries typically originate in the Democratic Republic of Congo, Australia and Chile, and emerging sources such as Alberta’s lithium potential are being explored, dug out of open-pit mines or evaporated from desert ponds. But Straubel believes there is another “massive, untapped” source: the garages of the average American. He estimates there are about 1bn used batteries in US homes, sitting in old laptops and mobile phones — all containing valuable metals.


In the Redwood’s warehouse, Straubel’s team separates out the metals, including nickel, so they can re-enter the supply chain
The process of breaking down these batteries and repurposing them is known as “urban mining”. To do this at scale is a gargantuan task: the amount of battery material in a high-end electric vehicle is roughly 10,000 times that of a smartphone, according to Gene Berdichevsky, chief executive of battery materials start-up Sila Nano. But, he adds, the amount of cobalt used in a car battery is about 30 times less than in a phone battery, per kilowatt hour. “So for every 300 smartphones you collect, you have enough cobalt for an EV battery.”

Redwood is also building a network of industrial partners, including Amazon, electric bus maker Proterra and e-bike maker Specialized, to receive their scrap, even as GM and Ford battery strategies highlight divergent approaches across the industry. It already receives e-waste from, and sends back repurposed materials to, Panasonic, which produces battery cells just 50 miles north at the Tesla Gigafactory.

Straubel is betting part of his Tesla fortune that Redwood can play an instrumental role in the emergence of “the circular economy” — a grand hope born in the 1960s that society can re-engineer the way goods are designed, manufactured and recycled. The concept is being embraced by some of the world’s largest companies including Apple, whose chief executive Tim Cook set an objective “not to have to remove anything from the earth to make the new iPhones” as part of its pledge to be carbon-neutral by 2030.

If the circular economy takes root, today’s status quo will look preposterous to future generations. The biggest source of cobalt at the moment is the DRC, where it is often extracted in both large industrial mines and also dug by hand using basic tools. Then it might be shipped to Finland, home to Europe’s largest cobalt refinery, before heading to China where the majority of the world’s cathode and battery production takes place. From there it can be shipped to the US or Europe, where battery cells are turned into packs, then shipped again to automotive production lines.

All told, the cobalt can travel more than 20,000 miles from the mine to the automaker before a buyer places a “zero emission” sticker on the bumper.

Despite this, independent studies routinely say electric vehicles cause less environmental damage than their combustion engine counterparts. But the scope for improvement is vast: Straubel says electric car emissions can be more than halved if their batteries are continually recycled.

In July, Redwood accelerated its mission, raising more than $700m from investors so it could hire more than 500 people and expand operations. At a valuation of $3.7bn, the company is now the most valuable battery recycling group in North America. This year it expects to process 20,000 tonnes of scrap and it has already recovered enough material to build 45,000 electric vehicle battery packs.

Advocates say a circular economy could create a more sustainable planet and reduce mountains of waste. In 2019 the World Economic Forum estimated that “a circular battery value chain” could account for 30 per cent of the emissions cuts needed to meet the targets set in the Paris accord and “create 10m safe and sustainable jobs around the world” by 2030.

Kristina Church, head of sustainable solutions at Lombard Odier Investment Managers, says transportation is “central” to creating a circular economy, not only because it accounts for a sixth of global CO2 emissions but because it intersects with mining and the energy grid.

“For the world to hit net zero — by 2050 you can’t do it with just resource efficiency, switching to EVs and clean energy, there’s still a gap,” Kunal Sinha, head of copper and electronics recycling at miner Glencore says. “That gap can be closed by driving the circular economy, changing how we consume things, how we reuse things, and how we recycle.

“Recycling plays a role,” he adds. “Not only do you provide extra supply to close the demand gap, but you also close the emissions gap.”

Although niche today, urban mining is set to become mainstream this decade given the broad political support for electric vehicles, an EV inflection point and policies to address climate change. Jennifer Granholm, US secretary of energy, has called for “a national commitment” to building a domestic supply chain for lithium-based batteries.

It is part of the Biden administration’s goal to reach 100 per cent clean electricity by 2035 and net zero emissions by 2050. Granholm has also said the global market for clean energy technologies will be worth $23tn by the end of this decade and warned that the US risks “bring[ing] a knife to a gunfight” as rival countries, particularly China, step up their investments, while Canada’s EV opportunity is to capitalize on the U.S. auto sector’s abrupt pivot.

In Europe, regulators emphasise environmental and societal concerns — such as the looming threat of job losses in Germany if carmakers stop producing combustion engines. Meanwhile, Beijing is subsidising the sector to boost sales of electric vehicles by 24 per cent every year for the rest of the decade, according to McKinsey.

This support, however, could have unintended consequences.

A shortage of semiconductors this year demonstrated the vulnerability of the “just-in-time” automotive supply chain, with global losses estimated at more than $110bn. The chip shortage is a harbinger of a much larger disruption that could be caused by bottlenecks for nickel, cobalt and lithium supply risks as every carmaker looks to electrify their vehicle portfolio.

Electric car sales last year accounted for just 4 per cent of the global total. That is projected to expand to 34 per cent in 2030, underscoring the accelerating EV timeline, and then swell to 70 per cent a decade later, according to BloombergNEF.

“There is going to be a mass scramble for these materials,” says Paul Anderson, a professor at the University of Birmingham. “Everyone is panicking about how to get their technology on to the market and there is not enough thought [given] to recycling.”

Monica Varman, a clean tech investor at G2 Venture Partners, estimates that demand for battery metals will exceed supply in two to three years, leading to a “crunch” lasting half a decade as the market reacts by redesigning batteries with sustainable materials. Recycled materials could help ease supply concerns, but analysts believe it will only be enough to cover 20 per cent of demand at most over the next decade.

So far, only a handful of start-ups besides Redwood have emerged to tackle the challenge of reconstituting discarded materials. One is Li-Cycle, based in Toronto and founded in 2016, reflecting Canada-U.S. collaboration in EV supply chains, which earlier this year raised more than $600m in a merger with a special purpose acquisition company valuing it at $1.7bn. Li-Cycle has already lined up partnerships with 14 automotive and battery companies, including Ultium, a joint venture between General Motors and LG Chem.

Tim Johnston, Li-Cycle chair, says the group’s plan is to create facilities it calls “spokes” around North America, where it will collect used batteries and transform them into “black mass” — the powder form of lithium, nickel, cobalt and graphite. Then it will build larger hubs where it can reprocess more than 95 per cent of the substance into battery-grade material.

Without urban mining at scale, Johnston worries that the coming shortages will be like the 1973 Arab oil embargo, when US petrol prices quadrupled within four months, imposing what the US state department described as “structural challenges to the stability of whole national economies”.

“Oil you can actually turn back on relatively quickly — it doesn’t take that long to develop a well and to start pumping oil,” says Johnston. “But if you look at the timeline that it takes to develop a lithium asset, or a cobalt asset, or a nickel asset, it’s a minimum of five years.

“So not only do you have the potential to have the same sort of implications of the oil embargo,” he adds, “but [the effects] could be prolonged.”

Beyond aiding supply constraints and helping the environment, urban mining could also prove cheaper. A 2018 study on the recycling of gold and copper from discarded TV sets in China found the process was 13 times more economical than virgin mining.

Straubel points out that the concentration of valuable material is considerably higher in existing batteries versus mined materials.

“With rock and ores or brines, you have very low concentrations of these critical materials,” he says. “We’re starting with something that already is quite high concentration and also has all the interesting materials together in the right place. So it’s really a huge leg up over the problem mining has.”

The top-graded lithium found in mines today are just 2 to 2.5 per cent lithium oxide, whereas in urban mining the concentration is four to five times that, adds Li-Cycle’s Johnston.

Still, the process of extracting valuable materials from discarded products is complicated by designs that fail to consider their end of life. “Today, the design parameters are for quick assembly, for cost, for quality, fit and finish,” says Ed Boyd, head of the experience design group at Dell, the computer company. Some products take 20 or 30 minutes to disassemble — so laborious that it becomes impractical.

His team is now investigating ways to “drastically” cut back the number of materials used and make it so products can be taken apart in under a minute. “That’s actually not that hard to do,” he says. “We just haven’t had disassembly as a design parameter before.”

‘Monumental task’
While few dismiss the circular economy out of hand, there are plenty of sceptics who doubt these processes can be scaled up quickly enough to meet near-exponential demand for clean energy technologies in the next decade. “Recycling sounds very sexy,” says Julian Treger, chief executive of mining company Anglo Pacific. “But, ultimately, [it] is like smelting and refining. It’s a value added processing piece which doesn’t generally have enormous margins.”

Brian Menell, the founder of TechMet, a company that invests in mining, processing and recycling of technology metals and is partly owned by the US government, calls it “a monumental task”. “In 10 years’ time a fully optimised developed lithium-ion recycling battery industry will maybe provide 25 per cent of the battery metal requirements for the electric vehicle industry,” he says. “So it will be a contributor, but it’s not a solution.”

The real volume could be created when the industry recycles more electric vehicle batteries. But they last an average of 15 years, so the first wave of batteries will not reach their end of life and become available for recycling for some time. This extended timeline could be enough for technologies to develop, but it also creates risks. G2 Ventures’ Varman says recycling processes being developed now, for today’s batteries, risk being made redundant if chemistries evolve quickly.

Even getting consistent access to discarded car batteries could be a challenge, as older cars are often exported for reuse in developing countries, according to Hans Eric Melin, the founder of consultancy Circular Energy Storage.

Melin found that nearly a fifth of the roughly 400,000 Nissan Leaf electric cars produced by the end of 2018 are now registered in Ukraine, Russia, Jordan, New Zealand and Sri Lanka — places where getting a hold of the batteries at end-of-life is harder.

Berdichevsky of Sila Nano says his aim is to make EV batteries that last 30 years. If that can be accomplished, pent-up demand for recycling will be less onerous and costs will fall, helping to make electric vehicles more affordable. “In the future we’ll replace the car, but not the battery; of that I’m very confident,” he says. “We haven’t even scratched the surface of the battery age, in terms of what we can do with longevity and recycling.”

 

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BC Hydro Introduces 'Vehicle-to-Grid' Pilot Initiative

BC Hydro Vehicle-to-Grid Pilot enables EVs to deliver V2G power, using bidirectional charging to provide grid services, clean energy resilience, and emergency power for microgrids, critical infrastructure, and storm response.

 

Key Points

BC Hydro's V2G pilot uses parked EVs as mobile batteries, supplying bidirectional power to the grid for resilience.

✅ Medium- and heavy-duty EV integration via 60 kW charger

✅ Supports critical infrastructure and storm response

✅ Cleaner, faster alternative to diesel generators

 

BC Hydro has unveiled an innovative pilot project designed to enable electric vehicles (EVs) to contribute electricity back to the power grid, with some owners able to sell electricity back to the grid through managed programs, effectively transforming these vehicles into mobile energy storage units that function as capacity on wheels for the electricity system.

The utility company recently announced the successful trial of the vehicle-to-grid program, allowing for the transfer of electricity from the batteries of medium- and heavy-duty EVs back to the electrical grid. This surplus electricity can be utilized in various ways, including supporting emergency response efforts by energizing critical infrastructure and to power buildings during natural disasters or major storms. It offers a cleaner, faster, and more flexible alternative to conventional methods like the use of diesel generators.

BC Hydro's President and CEO, Chris O'Riley, highlighted the significance of this initiative, stating, "The average car is parked 95 per cent of the time, and with the evolution of technology solutions like vehicle-to-grid, stationary vehicles hold the potential to become mobile batteries, powered by clean and affordable electricity."

The successful test was conducted using a Lion Electric school bus provided by Lynch Bus Lines, which was connected to a 60-kilowatt charger, illustrating BC Hydro's rollout of faster electric vehicle charging across the province. BC Hydro pointed out that the typical bus battery holds 66 kilowatts of electricity, sufficient to power 24 single-family homes with electric heating for two hours. Therefore, if 1,000 of these buses were converted to electric power, they could collectively supply electricity to 24,000 homes for two hours.

This groundbreaking project is a collaborative effort between BC Hydro, Powertech, and Coast to Coast Experience, with funding support from the provincial government amid study findings that B.C. may need to double its power output to meet transport electrification.

While this pilot marks the first of its kind in Canada, similar technology has already been successfully implemented in Europe and the United States, including California's efforts to leverage EVs for grid stability that offer promising potential for enhancing the energy landscape and sustainability in the region.

Separately, Nova Scotia Power plans to pilot electric vehicle to grid integration in Atlantic Canada, underscoring growing national interest in V2G approaches.

 

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4 European nations to build North Sea wind farms

North Sea Offshore Wind Farms will deliver 150 GW by 2050 as EU partners scale renewable energy, offshore turbines, grid interconnectors, and REPowerEU goals to cut emissions, boost energy security, and reduce Russian fossil dependence.

 

Key Points

A joint EU initiative to build 150 GW of offshore wind by 2050, advancing REPowerEU, decarbonization, and energy security.

✅ Targets at least 150 GW of offshore wind by 2050

✅ Backed by Belgium, Netherlands, Germany, and Denmark

✅ Aligns with REPowerEU, grid integration, and emissions cuts

 

Four European Union countries plan to build North Sea wind farms capable of producing at least 150 gigawatts of energy by 2050 to help cut carbon emissions that cause climate change, with EU wind and solar surpassing gas last year, Danish media have reported.

Under the plan, wind turbines would be raised off the coasts of Belgium, the Netherlands, Germany and Denmark, where a recent green power record highlighted strong winds, daily Danish newspaper Jyllands-Posten said.

The project would mean a tenfold increase in the EU's current offshore wind capacity, underscoring how renewables are crowding out gas across Europe today.

“The North Sea can do a lot," Danish Prime Minister Frederiksen told the newspaper, adding the close cooperation between the four EU nations "must start now.”

European Commission President Ursula von der Leyen, German Chancellor Olaf Scholz, Dutch Prime Minister Mark Rutte and Belgian Prime Minister Alexander De Croo are scheduled to attend a North Sea Summit on Wednesday in Esbjerg, 260 kilometers (162 miles) west of Copenhagen.

In Brussels, the European Commission moved Wednesday to jump-start plans for the whole 27-nation EU to abandon Russian energy amid the Kremlin’s war in Ukraine. The commission proposed a nearly 300 billion-euro ($315 billion) package that includes more efficient use of fuels and a faster rollout of renewable power, even as stunted hydro and nuclear output may hobble recovery efforts.

The investment initiative by the EU's executive arm is meant to help the bloc start weaning themselves off Russian fossil fuels this year, even as Europe is losing nuclear power during the transition. The goal is to deprive Russia, the EU’s main supplier of oil, natural gas and coal, of tens of billions in revenue and strengthen EU climate policies.

“We are taking our ambition to yet another level to make sure that we become independent from Russian fossil fuels as quickly as possible,” von der Leyen said in Brussels when announcing the package, dubbed REPowerEU.

The EU has pledged to reduce carbon dioxide emissions by 55% compared with 1990 levels by 2030, and to get to net zero emissions by 2050, with a recent German renewables milestone underscoring the pace of change.

The European Commission has set an overall target of generating 300 gigawatts of offshore energy of by 2050, though grid expansion challenges in Germany highlight hurdles.

Along with climate change, the war in Ukraine has made EU nations eager to reduce their dependency on Russian natural gas and oil. In 2021, the EU imported roughly 40% of its gas and 25% of its oil from Russia.

At a March 11 summit, EU leaders agreed in principle to phase out Russian gas, oil and coal imports by 2027.

 

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New Brunswick announces rebate program for electric vehicles

New Brunswick EV Rebates deliver stackable provincial and federal incentives for electric vehicles, used EVs, and home chargers, supporting NB Power infrastructure, lower GHG emissions, and climate goals with fast chargers across the province.

 

Key Points

Stackable provincial and federal incentives up to $10,000 for EV purchases, plus support for home charging.

✅ $5,000 new EVs; $2,500 used; stackable with federal $5,000

✅ 50% home charger rebate up to $750 through NB Power

✅ Supports GHG cuts, charging network growth, climate targets

 

New Brunswickers looking for an electric vehicle (EV) can now claim up to $10,000 in rebates from the provincial and federal governments.

The three-year provincial program was announced Thursday and will give rebates of $5,000 on new EVs and $2,500 on used ones. It closely mirrors the federal program and is stackable, meaning new owners will be able to claim up to $5,000 from the feds as well.

Minister of Environment and Climate Change Gary Crossman said the move is hoped to kickstart the province’s push toward a target of having 20,000 EVs on the road by 2030.

“This incentive has to make a positive difference,” Crossman said.

“I truly believe people have been waiting for it, they’ve been asking about it, and this will make a difference from today moving forward to put new or used cars in their hands.”

The first year of the program will cost $1.95 million, which will come from the $36 million in the Climate Change Fund and will be run by NB Power, whose public charging network has been expanding across the province. The department says if the full amount is used this year it could represent a reduction of 850 tonnes of greenhouse gasses (GHGs) annually.

Both the Liberal and Green parties welcomed the move calling it long overdue, but Green MLA Kevin Arseneau said it’s not a “miracle solution.”

“Yes, we need to electrify cars, but this kind of initiative without proper funding of public transportation, urban planning for biking … without this kind of global approach this is just another swipe of a sword in water,” he said.

Liberal environment critic Francine Landry says she hopes this will make the difference for those considering the purchase of an EV and says the government should consider further methods of incentivization like waiving registration fees.

The province’s adoption of EVs has not been overly successful so far, reflecting broader Atlantic EV buying interest trends across the region. At the end of 2020, there were 646 EVs registered in the province, far short of the 2,500 target set out in the Climate Action Plan. That was up significantly from the 437 at the end of 2019, but still a long way from the goal.

New Brunswick has a fairly expansive network of charging stations across the province, claiming to be the first “fully-connected province” in the country, and had hoped that the available infrastructure, including plans for new fast-charging stations on the Trans-Canada, would push adoption of non-emitting vehicles.

“In 2017 we had 11 chargers in the province, so we’ve come a long way from an infrastructure standpoint which I think is critical to promoting or having an electric vehicle network, or a number of electric vehicles operating in the province, and neighbouring N.L.’s fast-charging network shows similar progress,” said Deputy Minister of Natural Resources Tom Macfarlane at a meeting of the standing committee on climate change and environmental stewardship in January of 2020.

There are now 172 level two chargers and 83 fast chargers, while Labrador’s EV infrastructure still lags in neighbouring N.L. today. Level two chargers take between six and eight hours to charge a vehicle, while the fast chargers take about half an hour to get to 80 per cent charge.

The newly announced program will also cover 50 per cent of costs for a home charging station up to $750, similar to B.C. charger rebates that support home infrastructure, to further address infrastructure needs.

The New Brunswick Lung Association is applauding the rebate plan.

President and CEO Melanie Langille said about 15,000 Canadians, including 40 people from New Brunswick, die prematurely each year from air pollution. She said vehicle emissions account for about 30 per cent of the province’s air pollution.

“Electric vehicles are critical to reducing our greenhouse gas emissions,” said Langille. “New Brunswick has one of the highest per capita GHG emissions in Canada. But, because our electricity source in New Brunswick is primarily from non-emitting sources and regional initiatives like Nova Scotia’s vehicle-to-grid pilot are advancing grid integration, switching to an EV is an effective way for New Brunswickers to lower their GHG emissions.”

Langille said the lung association has been part of an electric vehicles advisory group in the province since 2014 and its research has shown this type of program is needed.

“The major barrier that is standing in the way of New Brunswickers adopting electric vehicles is the upfront costs,” Langille said. “So today’s announcement, and that it can be stacked on top of the existing federal rebates, is a huge step forward for us.”

 

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