Low-emissions sources are set to cover almost all the growth in global electricity demand in the next three years

U.S. 2023 Utility-Scale Capacity Additions highlight surging solar power, expanding battery storage, wind projects, natural gas plants, and new nuclear reactors, boosting grid reliability in Texas and California with record planned installations.

Key Points

Planned grid expansions led by solar and battery storage, with wind, natural gas, and nuclear increasing U.S. capacity.

✅ 29.1 GW solar planned; Texas and California lead installations.

✅ 9.4 GW battery storage to more than double current capacity.

✅ Natural gas, wind, and 2.2 GW nuclear round out additions.

Developers plan to add 54.5 gigawatts (GW) of new utility-scale electric-generating capacity to the U.S. power grid in 2023, according to our Preliminary Monthly Electric Generator Inventory. More than half of this capacity will be solar power (54%), even as coal generation increase has been reported, followed by battery storage (17%).

Solar

U.S. utility-scale solar capacity has been rising rapidly EIA summer outlook since 2010. Despite its upward trend over the past decade 2018 milestone, additions of utility-scale solar capacity declined by 23% in 2022 compared with 2021. This drop in solar capacity additions was the result of supply chain disruptions and other pandemic-related challenges. We expect that some of those delayed 2022 projects will begin operating in 2023, when developers plan to install 29.1 GW of solar power in the United States. If all of this capacity comes online as planned, 2023 will have the most new utility-scale solar capacity added in a single year, more than doubling the current record (13.4 GW in 2021).

In 2023, the most new solar capacity, by far, will be in Texas (7.7 GW) and California (4.2 GW), together accounting for 41% of planned new solar capacity.

Battery storage

U.S. battery storage capacity has grown rapidly January generation jump over the past couple of years. In 2023, U.S. battery capacity will likely more than double. Developers have reported plans to add 9.4 GW of battery storage to the existing 8.8 GW of battery storage capacity.

Battery storage systems are increasingly installed with wind and solar power projects. Wind and solar are intermittent sources of generation; they only produce electricity when the wind is blowing or the sun is shining. Batteries can store excess electricity from wind and solar generators for later use. In 2023, we expect 71% of the new battery storage capacity will be in California and Texas, states with significant solar and wind capacity.

Natural gas

Developers plan to build 7.5 GW of new natural-gas fired capacity record natural gas output in 2023, 83% of which is from combined-cycle plants. The two largest natural gas plants expected to come online in 2023 are the 1,836 megawatt (MW) Guernsey Power Station in Ohio and the 1,214 MW CPV Three Rivers Energy Center in Illinois.

Wind

In 2023, developers plan to add 6.0 GW of utility-scale wind capacity, as renewables poised to eclipse coal in global power generation. Annual U.S. wind capacity additions have begun to slow, following record additions of more than 14 GW in both 2020 and 2021.

The most wind capacity will be added in Texas in 2023, at 2.0 GW. The only offshore wind capacity expected to come online this year is a 130.0 MW offshore windfarm in New York called South Fork Wind.

Nuclear

Two new nuclear reactors at the Vogtle nuclear power plant in Georgia nuclear and net-zero are scheduled to come online in 2023, several years later than originally planned. The reactors, with a combined 2.2 GW of capacity, are the first new nuclear units built in the United States in more than 30 years.

Developers and power plant owners report planned additions to us in our annual and monthly electric generator surveys. In the annual survey, we ask respondents to provide planned online dates for generators coming online in the next five years. The monthly survey tracks the status of generators coming online based on reported in-service dates.

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Canada’s clean energy sector is expanding as Indigenous communities lead electricity transmission projects, drive sustainable growth, and strengthen energy independence through renewable power, community ownership, and grid connections across remote and regional areas of Canada.

What is Canada’s Clean Energy Sector?

Canada’s clean energy sector encompasses industries and initiatives that generate, transmit, and manage low-carbon electricity to meet the country's national climate goals. It emphasizes Indigenous participation, renewable innovation, and equitable economic growth.

✅ Expands renewable electricity generation and transmission

✅ Builds Indigenous-led ownership and partnerships

✅ Reduces emissions through sustainable energy transition

Canada’s clean energy sector is entering a pivotal era of transformation, with Indigenous communities emerging as leading partners in expanding electricity transmission and renewable infrastructure, including grid modernization projects that are underway nationwide. These communities are not only driving projects that connect remote regions to the grid but also redefining what energy leadership and equity look like in Canada.

At a recent webinar co-hosted by the Canadian Climate Institute and the Indigenous Power Coalition, panellists discussed the growing wave of Indigenous-led electricity transmission projects and the policies needed to strengthen Indigenous participation. The event, moderated by Frank Busch, featured Margaret Kenequanash, CEO of Wataynikaneyap Power; Kahsennenhawe Sky-Deer, Grand Chief of the Mohawk Council of Kahnawà:ke; and Blaise Fontaine, Co-Founder of ProACTIVE Planning Inc. and Indigenous Power Coalition.

The discussion comes at a crucial moment for Canada’s clean energy transition. As the country races to meet its climate commitments and zero-emissions electricity by 2035 targets, demand for clean power is rising rapidly. Historically, energy development in Canada occurred on Indigenous lands without consent or fair participation, but today, Indigenous communities collectively represent the largest clean energy asset owners outside Crown and private utilities.

“There is a genuine appetite for Indigenous communities to not just own transmission projects but to also lead,” said Fontaine. He noted that Indigenous communities are increasingly setting the terms of engagement, selecting partners, and shaping projects in line with their cultural and environmental values.

One of the strongest examples of this transformation is the Wataynikaneyap (Watay) Power Project in northern Ontario, a 1,800-kilometre transmission line connecting 17 remote First Nations communities to the provincial grid. “Communities must fully understand what they are getting into, since it is their homelands that will be impacted,” said Kenequanash. She emphasized that the project’s success came from five years of inter-community meetings to agree on shared principles before any external engagement.

The panel also highlighted the Hertel–New York Interconnection Line, co-owned by Hydro-Québec and the Mohawk Council of Kahnawà:ke, as another milestone in Indigenous energy leadership. Sky-Deer noted that the project’s co-ownership model required Quebec’s National Assembly to pass Bill 13, a first-of-its-kind legal framework. “That was a breakthrough,” she said, “but it also shows that true partnership still depends on one-off exceptions rather than standard policy.”

Panellists agreed that Canada’s regulatory systems have not kept pace with Indigenous leadership. Fontaine called on governments to “think outside the box to avoid staying stuck in the status quo,” emphasizing the need for enabling policies that align with an electric, connected and clean vision for Canada while making Indigenous-led ownership the norm rather than the exception.

Financial readiness is another key factor driving Indigenous participation. Communities are now accessing capital through partnerships with financial institutions and government loan programs, and growing evidence that a 2035 zero-emissions grid is practical and profitable is strengthening investor confidence. The collaboration between the Mohawk Council of Kahnawà:ke and the Caisse de dépôt et placement du Québec exemplifies tailored financing and long-term investment that supports community ownership and sustainable growth.

True equity, however, goes beyond financial participation. “It’s not just about having a percentage stake,” Fontaine explained. “True equity means meaningful decision-making power and control.” Indigenous leaders are insisting on co-governance structures that align with their worldviews, prioritizing environmental protection, cultural respect, and intergenerational stewardship.

The benefits of this approach extend far beyond project economics. Communities involved in ownership experience tangible local benefits, including employment and training opportunities, as well as new investments in education and culture. Hydro-Québec’s $10 million contribution to the Kahnawà:ke Cultural Arts Center is one example of how partnerships can support cultural renewal and community development.

As Canada looks to build east–west electricity interties and expand renewable energy generation, including solar where Canada has lagged in deployment nationwide, Indigenous leadership is becoming increasingly central to national energy policy. Fontaine noted that this shift offers “even greater opportunities for Indigenous-led transmission as Canada connects its provinces rather than just exporting power south.”

In particular, Alberta's energy profile highlights both rapid growth in renewables and ongoing fossil fuel strength, informing intertie planning and market design.

On the National Truth and Reconciliation Day, panellists urged reflection on both the barriers that remain and the opportunities ahead. Indigenous leadership in Canada’s clean energy sector is proving that reconciliation can take tangible form, through ownership, partnership, and shared prosperity.

This transformation represents more than an energy transition; it’s a rebalancing of power, respect, and responsibility, carried out “in a good way,” as the panellists emphasized, and essential to building a clean, inclusive energy future for all Canadians while strengthening the global electricity market position of the country.

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ONroute EV Charging Stations now live on Ontario's Highways 401 and 400, powered by Ivy Charging Network with 150 kW fast chargers, Tesla-compatible ports, Canadian Tire support, and government-backed clean transportation infrastructure.

Key Points

ONroute EV Charging Stations are Ivy-managed 150 kW fast-charging hubs along Highways 401/400, compatible with all EVs.

✅ Up to 150 kW DC fast charging; ~100 km added in about 10 minutes

✅ Compatible with all EV models, including Tesla-compatible ports

✅ Located along Highways 401/400; 2-4 chargers per ONroute site

Electric vehicle (EV) drivers can now charge at 10 ONroute locations along Highways 401 and 400, reflecting progress on the province's charging network rollout to date.

Ivy Charging Network, ONroute and their partners, Canadian Tire Corporation (CTC) and the Ministry of Transportation (MTO) announced the opening of four Charge & Go EV fast-charging stations today: Ingleside, Innisfil, Tilbury North, Woodstock

Each of Ivy's Charge & Go level 3 fast-chargers at ONroute locations will support the charging of all EV models, including charging ports for Tesla drivers.

Quick Facts

Ivy Charging Network is installing 69 level 3 fast-chargers across all ONroute locations, with the possibility of further expansion as Ontario makes it easier to build charging stations through supportive measures.

Ivy's ONroute Charge & Go locations will offer charging speeds of up-to 150 kWs, delivering up to a 100 km charge in 10 minutes.

This partnership is part of CTC's ongoing expansion of EV charging infrastructure across Canada, as utilities like BC Hydro add more stations across southern B.C.

Ivy Charging Network is a joint venture between Hydro One and Ontario Power Generation.

Natural Resources Canada, through its Electric Vehicle and Alternative Fuel Infrastructure Deployment Initiative, invested $8-million to help build the broader Ivy Charging Network, alongside other federal funding for smart chargers supporting deployments, providing access to 160 level 3 fast-chargers across Ontario including these ONroute locations.

'Our partnership with ONroute, Canadian Tire and the Ontario Ministry of Transportation will end range anxiety for EV drivers travelling on the province's major highways. These new fast-charging locations will give drivers the confidence they need on their road trips, to get them where they need to go this summer,' said Michael Kitchen, General Manager, Ivy Charging Network.

'ONroute is proud to now offer EV charging stations to our customers, in partnership with Ivy and Canadian Tire. We are focused on supporting the growth of electric cars and offering this convenience for our customers as we strive to be the recharge destination for all travelers across Ontario,' said Melanie Teed-Murch, Chief Executive Officer of ONroute.

'Together with our partners, CTC is proud to announce the opening of EV fast-charging stations at four additional ONroute locations along the 400-series highways. Our network of EV charging stations is just one of the ways CTC is supporting EV drivers of today and tomorrow to make life in Canada better, with growth similar to NB Power's public charging network underway,' said Micheline Davies, SVP, Automotive, Canadian Tire Corporation. 'We will have approximately 140 sites across the country by the end of the year, making CTC one of the largest retail networks of EV fast charging stations in Canada.'

'We're giving Canadians cleaner transportation options to get to where they need to go by making zero-emission charging and alternative-fuels refueling infrastructure more accessible, as seen with new fast-charging stations in N.B. announced recently. Investments like the ones announced today in Ontario will put Canadians in the driver's seat on the road to a net-zero future and help achieve our climate goals,' said the Honourable Jonathan Wilkinson, Minister of Natural Resources.

'Ontario is putting shovels in the ground to build critical infrastructure that will boost EV ownership, support Ontario's growing EV manufacturing industry and reduce emissions, complementing progress such as the first fast-charging network in N.L. now in place,' said Todd Smith, Minister of Energy. 'With EV fast chargers now available at ten ONroute stations along our province's business highways it's even more convenient than ever for workers and families to grab a coffee or a meal while charging their car.'

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Canada Coal Phase-Out Costs highlight Fraser Institute findings on renewable energy, wind and solar integration, grid reliability, natural gas backup, GDP impacts, greenhouse gas emissions reductions, nuclear alternatives, and transmission upgrades across provincial electricity systems.

Key Points

Costs to replace coal with renewables, impacting taxpayers and ratepayers while ensuring grid reliability.

✅ Fraser Institute estimates $16.8B-$33.7B annually for renewables.

✅ Emissions cut from coal phase-out estimated at only 7.4% nationally.

✅ Natural gas backup and grid upgrades drive major cost increases.

Replacing coal-fired electricity with renewable energy will cost Canadian taxpayers and hydro ratepayers up to $33.7 billion annually, with only minor reductions in global greenhouse gas emissions linked to climate change, according to a new study by the Fraser Institute.

The report, Canadian Climate Policy and its Implications for Electricity Grids by University of Victoria economics professor G. Cornelis van Kooten, said replacing coal-fired electricity with wind and solar power would only cut Canada’s annual emissions by 7.4%,

Prime Minister Justin Trudeau’s has promised a reduction of 40%-45% compared to Canada’s 2005 emissions by 2030, and progress toward the 2035 clean electricity goals remains uncertain.

The study says emission cuts would be relatively small because coal accounted for only 9.2% of Canada’s electricity generation in 2017. (According to Natural Resources Canada, that number is lower today at 7.4%).

In 2019, the last year for which federal data are available, Canada’s electricity sector generated 8.4% of emissions nationally — 61.1 million tonnes out of 730 million tonnes.

“Despite what advocates, claim, renewable power — including wind and solar — isn’t free and, as Europe's power crisis lessons suggest, comes with only modest benefits to the environment,” van Kooten said.

“Policy makers should be realistic about the costs of reducing greenhouse gas emissions in Canada, which accounts for less than 2% of emissions worldwide.”

The report says the increased costs of operating the electricity grid across Canada — between $16.8 billion and $33.7 billion annually or 1% to 2% of Canada’s annual GDP — would result from having to retain natural gas, consistent with net-zero regulations allowing some natural gas in limited cases, as a backup to intermittent wind and solar power, which cannot provide baseload power to the electricity grid on demand.

Van Kooten said his cost estimates are conservative because his study “could not account for scenarios where the scale of intermittency turned out worse than indicated in our dataset … the costs associated with the value of land in other alternative uses, the need for added transmission lines, as analyses of greening Ontario's grid costs indicate, environmental and human health costs and the life-cycle costs of using intermittent renewable sources of energy, including costs related to the disposal of hazardous wastes from solar panels and wind turbines.”

If nuclear power was used to replace coal-fired electricity, the study says, costs would drop by half — $8.3 billion to $16.7 billion annually — but that’s unrealistic because of the time it takes to build nuclear plants and public opposition to them.

The study says to achieve the federal government’s target of reducing emissions to 40% to 45% below 2005 levels by 2030 and net-zero emissions by 2050, would require building 30 nuclear power plants before 2030, highlighting Canada’s looming power problem as described by analysts — meaning one plant of 1,000-megawatt capacity coming online every four months between now and 2030.

Alternatively, it would take 28,340 wind turbines, each with 2.5-megawatts capacity, or 1,050 turbines being built every four months, plus the costs of upgrading transmission infrastructure.

Van Kooten said he based his calculations on Alberta, which generates 39.8% of its electricity from coal and the cost of Ontario eliminating coal-fired electricity, even as Ontario electricity getting dirtier in coming years, which generated 25% of its electricity, between 2003 and 2014, replacing it with a combination of natural gas, nuclear and wind and solar power.

According to Natural Resources Canada, Nova Scotia generates 49.9% of its electricity from coal, Saskatchewan 42.9%, and New Brunswick 17.2%.

In 2018, the Trudeau government announced plans to phase-out traditional coal-fired electricity by 2030, though the Stop the Shock campaign seeks to bring back coal power in some regions. 

Canada and the U.K. created the “Powering Past Coal Alliance” in 2017, aimed at getting other countries to phase out the use of coal to generate electricity.

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EV Carpocalypse signals potential mismatch between electric vehicle production and demand, as charging infrastructure, utility coordination, and plug-in hybrid strategies lag forecasts, while state mandates and market-share plays drive cautious, data-informed scaling.

Key Points

EV Carpocalypse describes overbuilt EV supply versus demand amid charging rollout, mandates, and risk-managed scaling.

✅ Forecasts vs actual EV demand may diverge in near term

✅ Charging infrastructure and utilities lag vehicle output

✅ Mandates and PHEVs cushion adoption while data guides scaling

According to Forbes contributor David Kiley, and Wards Automotive columnist John McElroy, there may be an impending “carpocalypse” of electric vehicles on the way. Sounds very damning and it’s certainly not the upbeat tone I’ve taken on nearly every piece of EV demand content I’ve authored but the author, Kiley does bring up some interesting points worth considering. EV Adoption is happening, and it’s certainly doing so at ever faster rates as the market nears an EV inflection point today. The infrastructure (charging stations, utility cooperation) is being built out more slowly than vehicle manufacturers are producing cars but, as the GM president on EV hurdles has noted, the issue seems to be just that, maybe even the short and medium term plans for EV manufacturing are too aggressive.

#google#

With new EV and plug-in hybrid vehicle sales representing a mere .6% of new car cales in the US, a sign that EV sales remain behind gas cars even as new models proliferate, car makers are are going to be spending more than $100 billion to come out with more than a hundred models of battery electric vheicles which also includes PHEVs and the fear is these vehicles aren’t going to sell in the numbers that automakers and industry analysts may have expected. But forecasts are just that, forecasts, even as U.S. EV sales surge into 2024 suggest momentum. So there’s a valid argument to be made that they’ll either overshoot the true mark or come in way below the actual amount. With nine U.S. states mandating that 15% of new cars sold be EVs by 2025, you could say that at least automakers have supporters in state government helping to push the new technology into the hands of more drivers.

Still, it’s anyone’s guess as to what true adoption will be, and a brief Q1 2024 market share dip underscores lingering volatility. The use of big data and just in time manufacturing will ensure that manufacturers will miss the mark on EVs by less than they have in the past, and will able to cope with breaking even on these vehicles for the sake of gobbling up precious early stage market share. After all, many vendors have up to this point been very willing to break even or make a loss on their lease-only EVs or on EV or hybrid financing in order to gain that share and build out their brand awareness and technical prowess. With some stops and starts, demand will meet supply or supply may need to meet demand but either way, the EV adoption wave is coming to a driveway near you. 

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Clean Energy Transition spans hydrogen strategies, offshore wind and undersea cables, decarbonization pledges, and net-zero targets, including green vs blue hydrogen, carbon capture, sustainable aviation fuel, forest conservation, and wetland protection in Canadian policy.

Key Points

A shift to low-carbon systems via hydrogen, renewables, net-zero policies, carbon capture, and conservation.

✅ Hydrogen pathways: green vs blue with carbon capture

✅ Grid expansion: offshore wind and undersea cables in Japan

✅ Policy and corporate moves: net-zero, SAF, forests, wetlands

The Canadian federal government is set to sign a new agreement with Germany to strategize on a “clean-energy transition,” with clean hydrogen in Canada expected to be a key player the Globe and Mail reports.

“Germany is probably the world’s most interesting market for hydrogen right now, and Canada is potentially a very big power in its production,” Sabine Sparwasser, Germany’s ambassador to Canada, said in an interview.

However, some friction is expected as Natural Resources Minister Seamus O’Regan has been endorsing “blue” hydrogen, while Germany has been more interested in “green” hydrogen. The former hydrogen is produced from natural gas or other fossil fuels, while simultaneously “using carbon-capture technology to minimize emissions from the process.” In contrast, “green” hydrogen, is manufactured from non-fossil fuel sources, and cleaning up Canada's electricity is critical to meeting climate pledges.

“How the focus on blue hydrogen will be aligned with Canada’s goal of reaching climate neutrality by 2050 is not spelled out in detail,” says an executive summary of the report by the Berlin-based think tank and consultancy Adelphi. “As a result, the strategy seems to be more of a vision for the future of those provinces with large fossil fuel resources.”

According to an IEA report Canada will need more electricity to hit net-zero, underscoring the strategy questions.

Internationally

Japan is in talks to develop undersea cables that would bring offshore wind energy to Tokyo and the Kansai region, as the country hopes to more than quadrable its wind capacity from 10 gigawatts in 2030 to 45 gigawatts in 2040. The construction of the cables would cost about US$9.2 billion.

In Western Canada, bridging the electricity gap between Alberta and B.C. makes similar climate sense, proponents argue.

Approximately 80 per cent of that offshore power is expected to be built in Hokkaido, Tohoku, and Kyushu regions. The project is part of the country’s pledge to achieve decarbonization by 2050, according to BNN Bloomberg.

Meanwhile, Russia is falling behind in the world’s transition to clean energy.

“What’s the alternative? Russia can’t be an exporter of clean energy, that path isn’t open for us,” says Konstantin Simonov, director of the National Energy Security Fund, a Moscow consultancy whose clients include major oil and gas companies. “We can’t just swap fossil fuel production for clean energy production, because we don’t have any technology of our own.” Ultimately, natural gas will always be cheaper than renewable energy in Russia, Simonov added. This story also from BNN Bloomberg.

Finally, New Zealand’s Tilt Renewables Ltd., an electricity company, has announced it would be acquired by Powering Australian Renewables (PowAR) for NZ$2.94 billion (US$2.10 billion). PowAR is Australia’s largest owner of wind and solar energy, and the deal will give the energy giant access to Tilt’s 20 wind farms. Reuters has the story.

In Canada  

Air Canada has unveiled plans to fight climate change. Specifically, the airlines giant has committed to reducing greenhouse gases (GHG) by 20 per cent from flights by 2030, investing $50 million in sustainable aviation fuel (SAF), and ensuring net-zero emissions by 2050.

In other news, B.C. is facing mounting pressure to abstain from logging “old growth forests” while the government transitions to more sustainable forestry policies. A report titled A New Future for Old Forests called on the provincial government to act within six months to protect such forests in April 2020.

The province's Site C mega dam is billions over budget but will go ahead, the premier said, highlighting the energy sector's complexity.

Last September, the province announced, “it would temporarily defer old growth harvesting in close to 353,000 hectares in nine different areas.” The B.C. government will hold consultations with First Nations and other forestry stakeholders “to determine the next areas where harvesting may be deferred,” according to Forests Minister Katrine Conroy. The Canadian Press has more.

Separately, LNG powered with electricity could be a boon for B.C.'s independent power producers, analysts say.

Finally, Pickering Developments Inc. has come forward saying it will not “alter or remove the wetland” that was meant to house an Amazon facility, according to CBC News.

The announcement comes after CBC News’s previously reported that the Toronto and Region Conservation Authority (TRCA) was pressured to issue a construction permit to Pickering Developments Inc. by Doug Ford’s provincial government. However, on March 12, an official with Amazon Canada told CBC News that the company no longer wished to build a warehouse on the site.

“In light of a recent announcement that a new fulfilment centre will no longer be located on this property, this voluntary undertaking ensures that no work, legally authorized by that permit, will occur,” Pickering Development Inc. said in a statement provided to CBC Toronto.

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