Completion of 1st fast-charging network 'just the beginning' for electric car owners in N.L.

China EV Market sees surging deliveries as Tesla, XPeng, Nio, and Li Auto race for market share, driven by tech-forward infotainment, autonomous features, and strong P7 and G3 demand, signaling intensifying competition and rapid growth.

Key Points

China EV Market features rapid EV sales growth led by Tesla, XPeng, Nio, and Li Auto amid tech-driven competition.

✅ XPeng deliveries up 617% YoY in June; 459% YTD growth

✅ Nio and Li Auto post triple-digit quarterly gains

✅ Tech focus: infotainment, ADAS; models P7, G3, G3i

XPeng President and Vice Chairman Brian Gu is quick to praise the Tesla brand and acknowledge the EV maker's "commanding" market share in China, and in key markets like the California EV market as well. 

But in the same breath, the executive at the upstart China-based EV rival said his company and peers are fast closing the competitive gap with Tesla.

"I think the Chinese players are catching up very quickly," Gu said on Yahoo Finance Live. "Our product as well as some of the other products that are being introduced by the leading players are very good, and have comparable specs — as well as better features I think compared to Tesla."

That point is not lost in the sales data from the main China EV players, and mirrors the global EV surge seen in recent years.

XPeng said this week deliveries in June surged 617% year-over-year to 6,565. So far this year, deliveries have skyrocketed 459% to 30,738 fueled by demand for XPeng's P7 sedan and G3 SUV, despite concerns about the biggest threats to the EV boom among investors. 

June deliveries at Nio rose 116% from a year ago to 8,083, even as mainstream adoption hurdles remain industry-wide. For the quarter ending June 30, Nio delivered 21,896 vehicles marking a growth rate from a year ago of 112%. 

As for Li Auto, its June deliveries rose 321% from a year earlier to 7,713. Second quarter deliveries improved 166% year-over-year to 17,575.

Tesla reportedly sold 33,155 cars in China in June, up 122% year-over-year, even as its energy business outlook remains a focus for investors. 

"In the last few months, our growth has outpaced the industry as well as Tesla in China. But I think it's a long race because ultimately this market will not be dominated by one or two companies. It will probably be a number of players occupying probably large market share positions of 10% and above. That will likely be the trend, and we hope to be one of those top players," Gu explained. 

XPeng — which JPMorgan analysts estimate could grab 8% of China's electric car market by 2025 —currently has two models in the Chinese electric car market, as China's carmakers push into Europe too. They have gained notoriety in an increasingly crowded market for their tech-forward infotainment systems and autonomous technology.

The company's third model dubbed the G3i is expected to see deliveries begin in September, taking aim at smaller sedans such as the Toyota Camry. 

Shares of China's EV makers have cooled off this year despite their strong sales, and the U.S. EV market share dipped in early 2024 as well. XPeng shares are down 7% year-to-date, while Nio has shed 5%. Li Auto's stock is down 11% on the year. 

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Alberta Leads Canada’s Renewable Surge showcases how the province is transforming its power grid with wind, solar, and hydrogen energy projects that reduce carbon emissions, create sustainable jobs, and drive Canada’s clean electricity future.

Key Points: Alberta Leads Canada’s Renewable Surge

It is a national clean energy initiative showcasing Alberta’s leadership in renewable electricity generation, grid modernization, and sustainable economic growth.

✅ Expands solar, wind, and hydrogen projects across Alberta

✅ Reduces emissions while strengthening grid reliability

✅ Creates thousands of clean energy jobs and investments

Alberta is rapidly emerging as a national leader in clean electricity, driving Canada’s transition to a low-carbon energy future. A federal overview highlights how the province has become the powerhouse behind the country’s renewable energy growth across the Prairies, phasing out coal ahead of schedule and attracting billions in clean-energy investment.

In 2023, Alberta accounted for an astonishing 92 percent of Canada’s increase in renewable electricity generation, reflecting a renewable energy surge across the province. Solar and wind developments have expanded dramatically, as new lower-cost solar contracts are signed, reducing the province’s reliance on natural gas and cutting emissions from the power sector. Alberta’s vast land area and strong wind and solar resources have made it an ideal location for large-scale renewable projects that are transforming its energy landscape.

Federal programs are helping fuel this momentum. Through the Smart Renewables and Electrification Pathways program, 49 Alberta projects have already received over $660 million in funding, with an additional $152 million announced in the 2024 federal budget. Flagship developments include the Forty Mile Wind Farm and the Big Sky Solar Power Project, each backed by $25 million in federal support. These investments are creating jobs, strengthening grid reliability, and positioning Alberta at the forefront of Canada’s clean energy transition.

Although fossil fuels still dominate Alberta’s electricity mix, a major change is underway. In 2022, coal and natural gas accounted for 81 percent of electricity generation, while renewables and other sources contributed 18 percent, and the province’s hydroelectric capacity remained comparatively small. However, Alberta has successfully phased out coal generation ahead of the federal deadline, marking a milestone achievement in the province’s decarbonization journey.

Alberta’s renewable expansion features some of the country’s most significant projects. The Travers Solar Project in Vulcan County generates up to 465 megawatts — enough to power about 150,000 homes. Indigenous-led solar initiatives are also expanding, underscoring the province’s solar power growth, supported by $160 million in federal funding that has already created more than 1,500 jobs. On the wind side, the 494-megawatt Buffalo Plains Wind Farm, Canada’s largest onshore installation, began operating in 2024, followed by the 190-megawatt Paintearth Wind facility, which signed a 15-year power purchase agreement with Microsoft.

Beyond wind and solar, Alberta is exploring new technologies to maintain a stable, low-carbon grid while addressing solar expansion challenges related to grid integration. The province is collaborating with Saskatchewan on the development of small modular reactors (SMRs) to provide reliable baseload power and support the long-term shift toward net-zero electricity by 2050. Projects integrating carbon capture and storage are also moving forward, such as the proposed Moraine Power Generating Project — a 465-megawatt natural gas plant that is expected to create more than 700 jobs during construction.

The economic potential of Alberta’s clean energy transformation is substantial. Clean Energy Canada estimates that between 2025 and 2050, the province could gain more than 400,000 new jobs in the clean energy sector — triple the number currently employed in the upstream oil and gas industry. These positions will span renewable generation, hydrogen production, grid modernization, and energy storage.

With strong federal backing, aggressive private investment, and rapid deployment of renewable energy, Alberta is redefining its energy identity. Once known for its fossil fuel resources, the province is now positioning itself as a powerhouse for both green energy and fossil fuels in Canada, demonstrating that economic growth and environmental responsibility can go hand in hand.

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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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Canada Offshore Wind Amendments streamline offshore energy regulators in Nova Scotia and Newfoundland and Labrador, enabling green hydrogen, submerged land licences, regional assessments, MPAs standards, while raising fisheries compensation, navigation, and Indigenous consultation considerations.

Key Points

Reforms assign offshore wind to joint regulators, enable seabed licensing, and address fisheries and Indigenous issues.

✅ Assigns wind oversight to Canada-NS and Canada-NL offshore regulators

✅ Introduces single submerged land licence and regional assessments

✅ Addresses fisheries, navigation, MPAs, and Indigenous consultation

Canada's offshore accords with Nova Scotia and Newfoundland and Labrador are being updated to promote development of offshore wind farms, but it's not clear yet whether any compensation will be paid to fishermen displaced by wind farms.

Amendments introduced Tuesday in Ottawa by the federal government assign regulatory authority for wind power to jointly managed offshore boards — now renamed the Canada-Nova Scotia Offshore Energy Regulator and Canada-Newfoundland and Labrador Offshore Energy Regulator.

Previously the boards regulated only offshore oil and gas projects.

The industry association promoting offshore wind development, Marine Renewables Canada, called the changes a crucial step.

"The tabling of the accord act amendments marks the beginning of, really, a new industry, one that can play a significant role in our clean energy future," said  Lisen Bassett, a spokesperson for Marine Renewables Canada. 

Nova Scotia's lone member of the federal cabinet, Immigration Minister Sean Fraser, also talked up prospects at a news conference in Ottawa.

'We have lots of water'

"The potential that we have, particularly when it comes to offshore wind and hydrogen is extraordinary," said Fraser.

"There are real projects, like Vineyard Wind, with real investors talking about real jobs."

Sharing the stage with assembled Liberal MPs from Nova Scotia and Newfoundland and Labrador was Nova Scotia Environment Minister Tim Halman, representing a Progressive Conservative government in Halifax.

"If you've ever visited us or Newfoundland, you know we have lots of water, you know we have lots of wind, and we're gearing up to take advantage of those natural resources in a clean, sustainable way. We're paving the way for projects such as offshore wind, tidal energy in Nova Scotia, and green hydrogen production," said Halman.

Before a call for bids is issued, authorities will identify areas suitable for development, conservation or fishing.

The legislation does not outline compensation to fishermen excluded from offshore areas because of wind farm approvals.

Regional assessments

Federal officials said potential conflicts can be addressed in regional assessments underway in both provinces.

Minister of Natural Resources of Canada Jonathan Wilkinson said fisheries and navigation issues will have to be dealt with.

"Those are things that will have to be addressed in the context of each potential project. But the idea is obviously to ensure that those impacts are not significant," Wilkinson said.

Speaking after the event, Christine Bonnell-Eisnor, chair of what is still called the Canada Nova Scotia Offshore Petroleum Board, said what compensation — if any — will be paid to fishermen has yet to be determined.

"It is a question that we're asking as well. Governments are setting the policy and what terms and conditions would be associated with a sea bed licence. That is a question governments are working on and what compensation would look like for fishers."

Scott Tessier, who chairs  the Newfoundland Board, added "the experience has been the same next door in Nova Scotia, the petroleum sector and the fishing sector have an excellent history of cooperation and communication and I don't expect it look any different for offshore renewable energy projects."

Nova Scotia in a hurry to get going

The legislation says the offshore regulator would promote compensation schemes developed by industry and fishing groups linked to fishing gear.

Nova Scotia is in a hurry to get going.

The Houston government has set a target of issuing five gigawatts of licences for offshore wind by 2030, with leasing starting in 2025, reflecting momentum in the U.S. offshore wind market as well. It is intended largely for green hydrogen production. That's almost twice the province's peak electricity demand in winter, which is 2.2 gigawatts.

The amendments will streamline seabed approvals by creating a single "submerged land" licence, echoing B.C.'s streamlined process for clean energy projects, instead of the exploration, significant discovery and production licences used for petroleum development.

Federal and provincial ministers will issue calls for bids and approve licences, akin to BOEM lease requests seen in the U.S. market.

The amendments will ensure Marine Protected Area's  (MPAs) standards apply in all offshore areas governed by the regulations.

Marine protected areas

Wilkinson suggested, but declined, three times to explicitly state that offshore wind farms would be excluded from within Marine Protected Areas.

After this story was initially published on Tuesday, Natural Resources Canada sent CBC a statement indicating offshore wind farms may be permitted inside MPAs.

Spokesperson Barre Campbell noted that all MPAs established in Canada after April 25, 2019, will be subject to the Department of Fisheries and Oceans new standards that prohibit key industrial activities, including oil and gas exploration, development and production.

"Offshore renewable energy activities and infrastructure are not key industrial activities," Campbell said in a statement.

"Other activities may be prohibited, however, if they are not consistent with the conservation objectives that are established by the relevant department that has or that will establish a marine protected area."

Federal impact assessment process

The new federal impact assessment process will apply in offshore energy development, and recent legal rulings such as the Cornwall wind farm decision highlight how courts can influence project timelines.

For petroleum projects, future significant discovery licences will be limited to 25 years replacing the current indefinite term.

Existing significant discovery licences have been an ongoing exception and are not subject to the 25-year limit. Both offshore energy regulators will be given the authority to fulfil the Crown's duty to consult with Indigenous peoples

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Britain Wind Generation Record underscores onshore and offshore wind momentum, as National Grid ESO reported 20.91 GW, boosting zero-carbon electricity, renewables share, and grid stability amid milder weather, falling gas prices, and net zero goals.

Key Points

The Britain wind generation record is 20.91 GW, set on 30 Dec, driven by onshore and offshore turbines.

✅ Set on 30 Dec 2022 with peak output of 20.91 GW.

✅ Zero-carbon sources hit 87.2% of grid supply.

✅ Driven by onshore and offshore wind; ESO reported stability.

Britain has set a new record for wind generation as power from onshore and offshore turbines helped boost clean energy supplies late last year.

National Grid’s electricity system operator (ESO), which handles Great Britain’s grid operations, said that a new record for wind generation was set on 30 December, when 20.91 gigawatts (GW) were produced by turbines.

This represented the third time Britain’s fleet of wind turbines set new generation records in 2022. In May, National Grid had to ask some turbines in the west of Scotland to shut down, as the network was unable to store such a large amount of electricity when a then record 19.9GW of power was produced – enough to boil 3.5m kettles.

The ESO said a new record was also set for the share of electricity on the grid coming from zero-carbon sources – renewables and nuclear – which supplied 87.2% of total power. These sources have accounted for about 55% to 59% of power over the past couple of years.

The surge in wind generation represents a remarkable reversal in fortunes as a cold snap that enveloped Britain and Europe quickly turned to milder weather.

Power prices had soared as the freezing weather forced Britons to increase their heating use, pushing up demand for energy despite high bills.

The cold weather came with a period of low wind, reducing the production of Britain’s windfarms to close to zero.

Emergency coal-fired power units at Drax in North Yorkshire were put on standby but ultimately not used, while gas-fired generation accounted for nearly 60% of the UK’s power output at times.

However, milder weather in the UK and Europe in recent days has led to a reduction in demand from consumers and a fall in wholesale gas prices. It has also reduced the risk of power cuts this winter, which National Grid had warned could be a possibility.

Wind generation is increasingly leading the power mix in Britain and is seen as a crucial part of Britain’s move towards net zero. The prime minister, Rishi Sunak, is expected to overturn a moratorium on new onshore wind projects with a consultation on the matter due to run until March.

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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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