How France aims to discourage buying of Chinese EVs

IEA Grid Expansion Warning highlights stalled investment in power lines and transmission infrastructure, risking renewable energy rollout for solar, wind, EVs, and heat pumps, and jeopardizing climate targets under the Paris Agreement amid connection bottlenecks.

Key Points

IEA alert urging grid investment to expand transmission, connect renewables, and keep 1.5 C climate goals on track.

✅ 80 million km of lines needed by 2040, per IEA

✅ Investment must double to $600B annually by 2030

✅ Permitting delays stall major cross-border projects

Stalled spending on electrical grids worldwide is slowing the rollout of renewable energy and could put efforts to limit climate change at risk if millions of miles of power lines are not added or refurbished in the next few years, the International Energy Agency said.

The Paris-based organization said in the report Tuesday that the capacity to connect to and transmit electricity is not keeping pace with the rapid growth of clean energy technologies such as solar and wind power, electric cars and heat pumps being deployed to move away from fossil fuels, a gap reflected in why the U.S. grid isn't 100% renewable today.

IEA Executive Director Fatih Birol told The Associated Press in an interview that there is a long line of renewable projects waiting for the green light to connect to the grid, including UK renewable backlog worth billions. The stalled projects could generate 1,500 gigawatts of power, or five times the amount of solar and wind capacity that was added worldwide last year, he said.

“It’s like you are manufacturing a very efficient, very speedy, very handsome car — but you forget to build the roads for it,” Birol said.

If spending on grids stayed at current levels, the chance of holding the global increase in average temperature to 1.5 degrees Celsius above pre-industrial levels — the goal set by the 2015 Paris climate accords — “is going to be diminished substantially,” he said.

The IEA assessment of electricity grids around the globe found that achieving the climate goals set by the world’s governments would require adding or refurbishing 80 million kilometers (50 million miles) of power lines by 2040 — an amount equal to the existing global grid in less than two decades.

Annual investment has been stagnant but needs to double to more than $600 billion a year by 2030, the agency said, with U.S. grid overhaul efforts aiming to accelerate upgrades.

It’s not uncommon for a single high-voltage overhead power line to take five to 13 years to get approved through bureaucracy in advanced economies, while lead times are significantly shorter in China and India, according to the IEA, though a new federal rule seeks to boost transmission planning.

The report cited the South Link transmission project to carry wind power from northern to southern Germany. First planned in 2014, it was delayed after political opposition to an overhead line meant it was buried instead, while more pylons in Scotland are being urged to keep the lights on, industry says. Completion is expected in 2028 instead of 2022.

Other important projects that have been held up: the 400-kilometer (250-mile) Bay of Biscay connector between Spain and France, now expected for 2028 instead of 2025, and the SunZia high-voltage line to bring wind power from New Mexico to Arizona and California, while Pacific Northwest goals are hindered by grid limits. Construction started only last month after years of delays.

On the East Coast, the Avangrid line to bring hydropower from Canada to New England was interrupted in 2021 following a referendum in Maine, as New England's solar growth is also creating tension over who pays for grid upgrades. A court overturned the statewide vote rejecting the project in April.

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Tesla Chile Market Entry signals EV expansion into South America, with a Santiago country manager, service technicians, and advisors, leveraging lithium supply, competing with BYD, and preparing sales, service, and charging infrastructure.

Key Points

Tesla will enter Chile to launch EV sales, service, and charging from Santiago, opening its South America expansion.

✅ Country manager role based in Santiago to lead market launch

✅ Focus on EV sales, service centers, and charging infrastructure

✅ Leverages Chile's lithium ecosystem; competes with BYD

Tesla is preparing to bring its electric cars to South America, according to a new job posting in Chile.

It has been just over a decade since Tesla launched the Model S and significantly accelerated EV inflection point in the deployment of electric vehicles around the world.

The automaker has expanded its efforts across North America, where the U.S. EV tipping point has been reached, and most countries in Europe, and it is still gradually expanding in Asia.

But there’s one continent that Tesla hasn’t touched yet: South America, even as global EV adoption raced to two million in five years.

It sounds like it is about to change.

Tesla has started to promote a job posting on LinkedIn for a country manager in Chile, aligning with international moves like UK expansion plans it has signaled.

The country manager is generally the first person hired when Tesla expands in a new market.

The job is going to be based in Santiago, the capital of Chile, where the company is also looking for some Tesla advisors and service technicians.

Chile is an interesting choice for a first entry into the South American market. The Chilean auto market consists of only about 234,000 vehicles sold year-to-date and that’s down 29% versus the previous year.

That’s roughly the number of vehicles sold in Brazil every month.

While the size of the auto market in the country is small, there’s a strong interest for electric vehicles as the EV era arrives ahead of schedule there, which might explain Tesla’s foray.

The country is rich in lithium, a critical material for EV batteries, where lithium supply concerns have also emerged, which has helped create interest for electric vehicles in the country. The government also announced an initiative to allow for only new sales of electric vehicles in the country starting in 2035.

Tesla’s Chinese competitor BYD has set its sight on the South American market by bringing its cheaper China-made EVs to the market, part of a broader Chinese EV push in Europe as well, but now it looks like Tesla is willing to test the market on the higher-end.

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Clean Energy Investment is surging as renewables, electric vehicles, grids, storage, and nuclear outpace fossil fuels, driven by energy security, affordability, and policies like the Inflation Reduction Act, the IEA's World Energy Investment report shows.

Key Points

Investment in renewables, EVs, grids, and storage now surpasses fossil fuels amid cost and security pressures.

✅ $1.7T to clean tech vs just over $1T to fossil fuels this year.

✅ For every $1 in fossil, about $1.7 goes to clean energy.

✅ Solar investment poised to overtake oil production spending.

Investment in clean energy technologies is significantly outpacing spending on fossil fuels as affordability and security concerns, underpinned by analyses showing renewables cheapest new power in many markets, triggered by the global energy crisis strengthen the momentum behind more sustainable options, according to the International Energy Agency's (IEA) latest World Energy Investment report.

About $2.8 trillion (€2.6 trillion) is set to be invested globally in energy this year, of which over $1.7 trillion (€1.59 trillion) is expected to go to clean technologies - including renewables, electric vehicles, nuclear power, grids, storage, low-emissions fuels, efficiency improvements and heat pumps – according to report.

The remainder, slightly more than $1 trillion (€937.7 billion), is going to coal, gas and oil, despite growing calls for a fossil fuel lockdown to meet climate goals.

Annual clean energy investment is expected to rise by 24% between 2021 and 2023, driven by renewables and electric vehicles, with renewables breaking records worldwide over the same period.

But more than 90% of this increase comes from advanced economies and China, which the IEA said presents a serious risk of new dividing lines in global energy if clean energy transitions don’t pick up elsewhere.

“Clean energy is moving fast – faster than many people realise. This is clear in the investment trends, where clean technologies are pulling away from fossil fuels,” said IEA executive director Fatih Birol. “For every dollar invested in fossil fuels, about 1.7 dollars are now going into clean energy. Five years ago, this ratio was one-to-one. One shining example is investment in solar, which is set to overtake the amount of investment going into oil production for the first time.”

Led by solar, low-emissions electricity technologies are expected to account for almost 90% of investment in power generation, reflecting the global renewables share above 30% in electricity markets.

Consumers are also investing in more electrified end-uses. Global heat pump sales have seen double-digit annual growth since 2021. Electric vehicle sales are expected to leap by a third this year after already surging in 2022.

Clean energy investments have been boosted by a variety of factors in recent years, including periods of strong economic growth and volatile fossil fuel prices that raised concerns about energy security, and insights from the IRENA decarbonisation report that underscore broader benefits, especially following Russia’s invasion of Ukraine.

Furthermore, enhanced policy support through major actions like the US Inflation Reduction Act and initiatives in Europe's green surge, Japan, China and elsewhere have played a role.

In Ireland, more than a third of electricity is expected to be green within four years, illustrating national progress.

The biggest shortfalls in clean energy investment are in emerging and developing economies, the IEA added. It pointed to some bright spots, such as dynamic investments in solar in India and in renewables in Brazil and parts of the Middle East. However, investment in many countries is being held back by factors including higher interest rates, unclear policy frameworks and market designs, weak grid infrastructure, financially strained utilities and a high cost of capital.

"Much more needs to be done by the international community, especially to drive investment in lower-income economies, where the private sector has been reluctant to venture," according to the IEA.

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U.S. Clean Hydrogen Hubs aim to scale production, storage, transport, and use as DOE and the Biden administration fund regional projects under the infrastructure law, blending green and blue hydrogen, carbon capture, renewables, and pipelines.

Key Points

Federally funded regional projects to make, move, and use low-carbon hydrogen via green, blue, and pink routes.

✅ $7B DOE funding via infrastructure law

✅ Mix of green, blue, pink hydrogen pathways

✅ Targets 10M metric tons annually by 2030

New details are emerging about the Biden administration’s landmark plans to build out a U.S. clean hydrogen industry.

On Friday, the Department of Energy named the seven winners of $7 billion in federal funds to establish regional hydrogen hubs. The hubs — funded through the infrastructure law — are part of the administration’s efforts to jump-start an industry it sees as key to achieving climate goals like the goal of 100 percent clean electricity by 2035 set by the administration. The aim is to demonstrate everything from the production and storage of hydrogen to its transport and consumption.

“All across the country, from coast to coast, in the heartland, we’re building a clean energy future here in America, not somewhere else,” President Joe Biden said while announcing the hubs in Philadelphia.

From 79 initial proposals, DOE chose the following: the Mid-Atlantic Hydrogen Hub, Appalachian Hydrogen Hub, California Hydrogen Hub, Gulf Coast Hydrogen Hub, Heartland Hydrogen Hub, Midwest Hydrogen Hub and Pacific Northwest Hydrogen Hub.

Many of the winning proposals are backed by state government leaders and industry partners, and by Southeast cities that have ramped up clean energy purchases in recent years as well. The Midwest hub, for example, is a coalition of Illinois, Indiana and Michigan — supported by politicians like Illinois Gov. J.B. Pritzker (D), as well as such companies as Air Liquide, Ameren Illinois and Atlas Agro. The mid-Atlantic hub is supported by Democratic members of Congress representing the region, including Delaware Sens. Chris Coons and Tom Carper and Rep. Lisa Blunt Rochester.

The administration hopes the hubs will produce 10 million metric tons of “clean” hydrogen annually by 2030. But much about the projects remains unknown — including how trends like cheap batteries for solar could affect clean power supply — and dependent on negotiations with DOE.

A win for ‘blue’ hydrogen?
Nearly all hydrogen created in the U.S. today is extracted from natural gas through steam methane reformation. The emissions-intensive process produces what is known as “grey” hydrogen — or “blue” hydrogen when combined with carbon capture and storage.

Four recipients — the Appalachian, Gulf Coast, Heartland and Midwest hydrogen hubs — include blue hydrogen in their plans, though the infrastructure law only mandated one.

That has drawn the ire of environmentalists, who argue blue hydrogen is not emissions-free, partly because of the potential for methane leaks during the production process.

“This is worse than expected,” Clean Energy Group President Seth Mullendore said after the recipients were announced Friday. “The fact that more than half the hubs will be using fossil gas is outrageous.”

Critics have also pointed out that many of the industry partners backing the hub projects include oil and gas companies. The coalitions are a mix of private-sector groups — often including renewable energy developers — and government stakeholders. Proposals have also looped in universities, utilities, environmental groups, community organizations, labor unions and tribal nations, among others.

“The massive build out of hydrogen infrastructure is little more than an industry ploy to rebrand fracked gas,” said Food & Water Watch Policy Director Jim Walsh in a statement Friday. “In a moment when every political decision that we make must reject fossil expansion, the Biden administration is going in the opposite direction.”

The White House has emphasized that roughly two-thirds of the $7 billion pot is “associated” with the production of “green” hydrogen, which uses electricity from renewable sources. Two of the chosen proposals — in California and the Pacific Northwest — are making green hydrogen their focus, reflecting advances such as offshore green hydrogen being pursued by industry leaders, while three other hubs plan to include green hydrogen alongside hydrogen made with natural gas (blue) or nuclear energy (pink).

Many hubs plan to use several methods for hydrogen production, and globally, projects like Brazil's green hydrogen plant highlight the scale of investment, but the exact mix may change depending on which projects make it through the DOE negotiations process. The Midwest hub, for example, told E&E News it’s pursuing an “all-of-the-above” strategy and has projects for green, blue and “pink” hydrogen. The mid-Atlantic hub in southeastern Pennsylvania, Delaware and New Jersey will also generate hydrogen with nuclear reactors.

Energy Secretary Jennifer Granholm has described clean hydrogen as a fresh business opportunity, especially for the natural gas industry, which has supported the concept of sending hydrogen to market through its pipeline network. Lawmakers like Sen. Joe Manchin (D-W.Va.) — who said the Appalachian hub will make West Virginia the “new epicenter of hydrogen” — have pushed for continuing to use natural gas to make hydrogen in his state.

“Natural gas utilities are committed to exploring all options for emissions reduction as demonstrated by the 39 hydrogen pilot projects already underway and are eager to participate in a number of the hubs,” said American Gas Association President and CEO Karen Harbert in a statement Friday.

Green hydrogen also has faced criticism. Some groups argue that the renewable resources needed to produce green hydrogen are limited, even with sources such as wind, solar and hydropower technology, so funding should be reserved for applications that cannot be easily electrified, mostly industrial processes. There also is uncertainty about how the Treasury Department will handle hydrogen made from grid electricity — which can include power from fossil fuel plants — in its upcoming guidance on the first-ever tax credit for clean hydrogen production.

“Even the cleanest forms of hydrogen present serious problems,” Walsh said. “As groundwater sources are drying up across the country, there is no reason to waste precious drinking water resources on hydrogen when there are cheaper, cleaner energy sources that can facilitate a real transition off fossil fuels.”

But Angelina Galiteva, CEO of the hub in drought-prone California, said hydrogen will enable the state “to increase renewable penetration to reach all corners of the economy,” noting parallel initiatives such as Dubai's solar hydrogen plans that illustrate the potential.

“Transitioning to renewable clean hydrogen will pose significantly less stress on water resources than remaining on the current fossil path,” she said.

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LM Wind Power Cherbourg Recruitment 2021 targets 300 new hires for offshore wind manufacturing, wind turbine blade production, Haliade-X components, and operations in France, with Center of Excellence training and second 107-meter blade mold expansion.

Key Points

A hiring drive to add 300 staff for offshore wind blade manufacturing in Cherbourg, with Center of Excellence training.

✅ 300 hires to scale offshore wind blade production

✅ 6-week Center of Excellence training for all recruits

✅ Second 107-meter blade mold boosts capacity

GE Renewable Energy plans to recruit 300 employees in 2021 at its LM Wind Power wind turbine blade factory in Cherbourg, France / Opened almost three years ago in April 2018, the factory today counts more than 450 employees / Every new hire will go through an intensive training program at the factory's ‘Center of Excellence' to learn wind turbine blade manufacturing processes / Site has produced the first offshore wind turbine blade longer than 100 meters, 107-meters long / Second 107-meter blade manufacturing mold is being installed at the plant today

GE Renewable Energy announced today its plan to recruit 300 employees at its LM Wind Power wind turbine blade manufacturing site in Cherbourg, France, in 2021. Every new hire will go through an intensive training program at the factory's ‘Center of Excellence' to learn wind turbine blade manufacturing processes supporting offshore wind energy growth in Europe. The expanded production workforce will allow LM Wind Power to meet the growing industry demand for offshore wind equipment, including emerging offshore green hydrogen applications across the sector.

The factory currently has more than 450 employees, with 34 percent being women. The facility became the first wind turbine blade manufacturing site in France when it was opened almost three years ago in April 2018, while Spanish wind factories faced temporary closures due to COVID-19 restrictions.

The facility has produced the first offshore wind turbine blade longer than 100 meters, a 107-meters long blade that will be used in GE’s Haliade-X offshore wind turbine. A second 107-meter blade manufacturing mold is currently being installed at the plant to support growing project pipelines like those planned off Massachusetts' South Coast in the U.S.

Florence Martinez Flores, the site’s Human Resources Director, said: "The arrival of the second mold within the factory marks an increased activity for LM Wind Power in Cherbourg, and we are happy to welcome a large wave of new employees, allowing us to participate in social development and create more jobs in the surrounding community, but also to bring new skills to the region."

Recent investments such as EDF Irish offshore wind stake news underscore the broader market momentum.

The Cherbourg team is mostly looking to expand its production workforce, with positions that are open to all profiles and backgrounds. Every new employee will be trained to manufacture wind turbine blades through LM Wind Power's ‘Center of Excellence' training program – a six-week theoretical and practical training course, which will develop the skills and technical expertise required to produce high-quality wind turbine blades and support wind turbine operations and maintenance across the industry. The site will also be looking for production supervisors, quality controllers and maintenance technicians.

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EVI-Pro Lite EV Load Forecasting helps utilities model EV charging infrastructure, grid load shapes, and resilient energy systems, factoring home, workplace, and public charging behavior to inform planning, capacity upgrades, and flexible demand strategies.

Key Points

A NREL tool projecting EV charging demand and load shapes to help utilities plan the grid and right-size infrastructure.

✅ Visualizes weekday/weekend EV load by charger type.

✅ Tests home, workplace, and public charging access scenarios.

✅ Supports utility planning, demand flexibility, and capacity upgrades.

As electric vehicles (EVs) continue to grow in popularity, utilities and community planners are increasingly focused on building resilient energy systems that can support the added electric load from EV charging, including a possible EV-driven demand increase across the grid.

But forecasting the best ways to adapt to increased EV charging can be a difficult task as EV adoption will challenge state power grids in diverse ways. Planners need to consider when consumers charge, how fast they charge, and where they charge, among other factors.

To support that effort, researchers at the National Renewable Energy Laboratory (NREL) have expanded the Electric Vehicle Infrastructure Projection (EVI-Pro) Lite tool with more analytic capabilities. EVI-Pro Lite is a simplified version of EVI-Pro, the more complex, original version of the tool developed by NREL and the California Energy Commission to inform detailed infrastructure requirements to support a growing EV fleet in California, where EVs bolster grid stability through coordinated planning.

EVI-Pro Lite’s estimated weekday electric load by charger type for El Paso, Texas, assuming a fleet of 10,000 plug-in electric vehicles, an average of 35 daily miles traveled, and 50% access to home charging, among other variables, as well as potential roles for vehicle-to-grid power in future scenarios. The order of the legend items matches the order of the series stacked in the chart.

Previously, the tool was limited to letting users estimate how many chargers and what kind of chargers a city, region, or state may need to support an influx of EVs. In the added online application, those same users can take it a step further to predict how that added EV charging will impact electricity demand, or load shapes, in their area at any given time and inform grid coordination for EV flexibility strategies.

“EV charging is going to look different across the country, depending on the prevalence of EVs, access to home charging, and the kind of chargers most used,” said Eric Wood, an NREL researcher who led model development. “Our expansion gives stakeholders—especially small- to medium-size electric utilities and co-ops—an easy way to analyze key factors for developing a flexible energy strategy that can respond to what’s happening on the ground.”

Tools to forecast EV loads have existed for some time, but Wood said that EVI-Pro Lite appeals to a wider audience, including planners tracking EVs' impact on utilities in many markets. The tool is a user-friendly, free online application that displays a clear graphic of daily projected electric loads from EV charging for regions across the country.

After selecting a U.S. metropolitan area and entering the number of EVs in the light-duty fleet, users can change a range of variables to see how they affect electricity demand on a typical weekday or weekend. Reducing access to home charging by half, for example, results in higher electric loads earlier in the day, although energy storage and mobile charging can help moderate peaks in some cases. That is because under such a scenario, EV owners might rely more on public or workplace charging instead of plugging in at home later in the evening or at night.

“Our goal with the lite version of EVI-Pro is to make estimating loads across thousands of scenarios fast and intuitive,” Wood said. “And if utilities or stakeholders want to take that analysis even deeper, our team at NREL can fill that gap through partnership agreements, too. The full version of EVI-Pro can be tailored to develop detailed studies for individual planners, agencies, or utilities.”

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