Ontario to Reintroduce Renewable Energy Projects 5 Years After Cancellations


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Ontario Renewable Energy Procurement 2024 will see the IESO secure wind, solar, and hydro power to meet rising electricity demand, support transit electrification, bolster grid reliability, and serve manufacturing growth across the province.

 

Key Points

A provincial IESO initiative to add 2,000 MW of clean power and plan 3,000 MW more to meet rising demand.

✅ IESO to procure 2,000 MW from wind, solar, hydro

✅ Exploring 3,000 MW via upgrades and expansions

✅ Demand growth ~2% yearly; electrification and industry

 

After the Ford government terminated renewable energy contracts five years ago, despite warnings about wind project cancellation costs that year, Ontario's electricity operator, the Independent Electricity System Operator (IESO), is now planning to once again incorporate wind and solar initiatives to address the province's increasing power demands.

The IESO, responsible for managing the provincial power supply, is set to secure 2,000 megawatts of electricity from clean sources, which include wind, solar, and hydro power, as wind power competitiveness increases across Canada. Additionally, the IESO is exploring the possibilities of reacquiring, upgrading, or expanding existing facilities to generate an additional 3,000 MW of electricity in the future.

These new power procurement efforts in Ontario aim to meet the rising energy demand driven by transit electrification and large-scale manufacturing projects, even as national renewable growth projections were scaled back after Ontario scrapped its clean energy program, which are expected to exert greater pressure on the provincial grid.

The IESO projects a consistent growth in demand of approximately two percent per year over the next two decades. This growth has prompted the Ford government, amid debate over Ontario's electricity future in the province, to take proactive measures to prevent potential blackouts or disruptions for both residential and commercial consumers.

This renewed commitment to renewable energy represents a significant policy shift for Premier Doug Ford, reflecting his new stance on wind power over time, who had previously voiced strong opposition to wind turbines and pledged to dismantle all windmills in the province. In 2018, shortly after taking office, the government terminated 750 renewable energy contracts that had been signed by the previous Liberal government, incurring fees of $230 million for taxpayers.

At the time, the government cited reasons such as surplus electricity supply and increased costs for ratepayers as grounds for contract cancellations. Premier Ford expressed pride in the decision, echoing a proud of cancelling contracts stance, claiming that it saved taxpayers $790 million and eliminated what he viewed as detrimental wind turbines that had negatively impacted the province's energy landscape for 15 years.

The Ontario government's new wind and solar energy procurement initiatives are scheduled to commence in 2024, following a court ruling on a Cornwall wind farm that spotlighted cancellation decisions.

 

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Four effective ways to meet US decarbonization goals

US Grid Decarbonization demands balancing renewables, reliability, and resilience with smart transmission, storage, siting, and demand response, leveraging digital asset management to modernize infrastructure while meeting climate goals and rising electricity consumption.

 

Key Points

Low-carbon power while maintaining reliability via renewables, storage, transmission, and digital operations.

✅ Siting wind and solar requires community engagement and environmental review

✅ Balance variable renewables with storage, flexible load, and firm capacity

✅ Modernize transmission and digitize asset data for reliable operations

 

Last week, over 13,000 energy and technology leaders arrived in Dallas for DISTRIBUTECH International to share knowledge, showcase new technology advancements, and discuss initiatives to prepare for the future of energy. Among the many topics discussed was the critical need to balance rising energy demands and environmental pressures while understanding why the grid isn't 100% renewable today alongside effective climate change solutions.

The most widespread source of energy consumption is electricity. According to The U.S. Energy Information Administration, 2020 electricity consumption rates were roughly 3.8 trillion kWh - 13 times higher than in 1950. With our ever-increasing reliance on electricity, renewables' share of generation is also rising and this number is sure to grow exponentially in the coming years.

How can the US achieve meaningful decarbonization goals without sacrificing reliable and stable energy? Here are 4 of the biggest challenges and practical ways to meet them:


Siting New Solar and Wind Farms
Building renewable energy sources is more difficult than it seems. Scouting for sites is fraught with issues such as community opposition due to local aesthetics and clean energy's hidden costs around disruption to the environment and recreation.

NIMBY (Not In My Backyard) is an influential source of opposition. Local residents join together in an effort to prevent shore front views in wealthy coastal areas from obstruction, which are needed to support offshore wind farms. These farms can also negatively impact local fisheries, while outdoor sports and entertainment activities such as sailing, waterskiing, fishing, or swimming may be disrupted, which are equally opposed by NIMBY advocates.

Utilities must take these concerns into account when scouting for renewable energy sites.

 

Maintaining Consistent Availability of Generation Capacity
The capacity to generate consistent, reliable electricity is both a regional and nationwide concern.

Wind and solar farms depend on a consistent level of wind velocity and sunny periods, yet wind and solar could meet 80% of U.S. demand and regional concerns must be considered. For example, the southwestern United States is an ideal location for large commercial solar arrays. Areas in the north are more problematic since fall and winter days are shorter, reducing their ability to consistently generate energy. The Midwest is a prime location for wind-based generation since it experiences a consistent level of wind throughout the year.

Nighttime periods and cloudy days virtually eliminate solar farms as a consistent energy source while loss of available winds impacts the reliability of wind as a base load supply of energy generation.

 

Pivoting From Current Energy Usage Models
Over the last 20 years, utilities have been heavily involved with normalizing consumer energy consumption curves, pursuing grid resilience strategies to manage variability. Due to the high cost of siting new fossil fuel facilities, building new electric grid interconnections, and the high commodity pricing for imported power, utilities were driven to modify their customers’ energy usage patterns.

These consumption regulating policies included:

  • Time of use metering to entice customers to use high energy devices at night
  • Installation of energy monitoring devices on high use customer equipment to enable the utility to reduce energy demand during peak use periods
  • Charging electric vehicles overnight

With fundamental changes occurring in how energy is generated, the availability of renewable power during low or no-sun periods and lower wind levels will require utilities to alter their energy consumption models.

 

Utilizing Government Support of New Electric Infrastructure
With the proposed government infusion of funds, including a rule to boost renewable transmission, to build and modernize infrastructures, utility leaders will be ideally positioned to drastically improve the reliability of the US electric grid.

Utilities will be involved in aggressive transmission line building projects to ensure the effective distribution of energy across multiple state lines, aligning with the U.S. grid overhaul for renewables underway today. This expansive build out of the US transmission and distribution system will create a dramatic increase in the need to accurately document the location and details of the new utility assets for current tracking and future analysis needs.

Energy leaders must seek advanced technology to provide them with solutions for precisely this purpose. Manual, paper-based field data collection must be replaced with digital workflows which automate and simplify asset data capture and analysis. Continued reliance on manual methods will cause them to lag behind the industry and impede their ability to support renewable energy for the modern era.

 

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Ford Motor Co. details plans to spend $1.8B to produce EVs

Ford Oakville Electric Vehicle Complex will anchor EV production in Ontario, adding a battery plant, retooling lines, and assembly capacity for passenger models targeting the North American market and Canada's zero-emission mandates.

 

Key Points

A retooled Ontario hub for passenger EV production, featuring on-site battery assembly and modernized lines.

✅ Retooling begins Q2 2024; EV production slated for 2025.

✅ New 407,000 sq ft battery plant for pack assembly.

✅ First full-line passenger EV production in Canada.

 

Ford Motor Co. has revealed some details of its plan to spend $1.8 billion on its Oakville Assembly Complex to turn it into an electric vehicle production hub, a government-backed Oakville EV deal, in the latest commitment by an automaker transitioning towards an electric future.

The automaker said Tuesday that it will start retooling the Ontario complex in the second quarter of 2024, bolstering Ontario's EV jobs boom, and begin producing electric vehicles in 2025.

The transformation of the Oakville site, to be renamed the Oakville Electric Vehicle Complex, will include a new 407,000 square-foot battery plant, similar to Honda's Ontario battery investment efforts, where parts produced at Ford's U.S. operations will be assembled into battery packs.

General Motors is already producing electric delivery vans in Canada, and its Ontario EV plant plans continue to expand, but Ford says this is the first time a full-line automaker has announced plans to produce passenger EVs in Canada for the North American market.

GM said in February it plans to build motors for electric vehicles at its St. Catharines, Ont. propulsion plant, aligning with the Niagara Region battery investment now underway. The motors will go into its BrightDrop electric delivery vans, which it produces in part at its Ingersoll, Ont. plant, as well as its electric pickup trucks, producing enough at the plant for 400,000 vehicles a year.

Ford's announcement is the latest commitment by an automaker transitioning towards an electric future, part of Canada's EV assembly push that is accelerating.

"Canada and the Oakville complex will play a vital role in our Ford Plus transformation," said chief executive Jim Farley in a statement.

The company has committed to invest over US$50 billion in electric vehicles globally and has a target of producing two million EVs a year by the end of 2026 as part of its Ford Plus growth plan, reflecting an EV market inflection point worldwide.

Ford didn't specify in the release which models it planned to build at the Oakville complex, which currently produces the Ford Edge and Lincoln Nautilus.

The company's spending plans were first announced in 2020 as part of union negotiations, with workers seeking long-term production commitments and the Detroit Three automakers eventually agreeing to invest in Canadian operations in concert with spending agreements with the Ontario and federal governments.

The two governments agreed to provide $295 million each in funding to secure the Ford investment.

"The partnership between Ford and Canada helps to position us as a global leader in the EV supply chain for decades to come," said Industry Minister Francois-Philippe Champagne in Ford's news release.

Funding help comes as the federal government moves to require that at least 20 percent of new vehicles sold in Canada will be zero-emission by 2026, at least 60 per cent by 2030, and 100 per cent by 2035.

 

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France Hits Record: 20% Of Market Buys Electric Cars

France Plug-In Electric Car Sales September 2023 show rapid EV adoption: 45,872 plug-ins, 30% market share, BEV 19.6%, PHEV 10.2%, with Tesla Model Y leading registrations amid sustained year-over-year growth.

 

Key Points

France registered 45,872 plug-ins in September 2023, a 30% share, with BEVs at 19.6% and PHEVs at 10.2%.

✅ Tesla Model Y led BEVs with 5,035 registrations in September

✅ YTD plug-in share 25%; BEV 15.9%, PHEV 9.1% across passenger cars

✅ Total market up 9% YoY to 153,916; plug-ins up 35% YoY

 

New passenger car registrations in France increased in September by nine percent year-over-year to 153,916, mirroring global EV market growth trends, taking the year-to-date total to 1,286,247 (up 16 percent year-over-year).

The market has been expanding every month this year (recovering slightly from the 2020-2022 collapse and the period when EU EV share grew during lockdowns across the bloc) and also is becoming more and more electrifying thanks to increasing plug-in electric car sales.

According to L’Avere-France, last month 45,872 new passenger plug-in electric cars were registered in France (35 percent more than a year ago), which represented almost 30 percent of the market, aligning with the view that the age of electric cars is arriving ahead of schedule. That's a new record share for rechargeable cars and a noticeable jump compared to just over 24 percent a year ago.

What's even more impressive is that passenger all-electric car registrations increased to over 30,000 (up 34 percent year-over-year), taking a record share of 19.6 percent of the market. That's basically one in five new cars sold, and in the U.S., plug-ins logged 19 billion electric miles in 2021 as a benchmark.

Plug-in hybrids are also growing (up 35% year-over-year), and with 15,699 units sold, accounted for 10.2 percent of the market (a near record value).


Plug-in car sales in France – September 2023

So far this year, more than 341,000 new plug-in electric vehicles have been registered in France, including over 321,000 passenger plug-in cars (25 percent of the market), while in the U.S., EV sales are soaring into 2024 as well.

Plug-in car registrations year-to-date (YOY change):

  • Passenger BEVs: 204,616 (up 45%) and 15.9% market share
  • Passenger PHEVs: 116,446 (up 31%) and 9.1% market share
  • Total passenger plug-ins: 321,062 (up 40%) and 25% market share
  • Light commercial BEVs: 20,292 (up 111%)
  • Light commercial PHEVs: 281 (down 38%)
  • Total plug-ins: 341,635 (up 43%)

For reference, in 2022, more than 346,000 new plug-in electric vehicles were registered in France (including almost 330,000 passenger cars, which was 21.5 percent of the market).

We can already tell that the year 2023 will be very positive for electrification in France, with a potential to reach 450,000 units or so, though new EV incentive rules could reshape the competitive landscape.


Models
In terms of individual models, the Tesla Model Y again was the most registered BEV with 5,035 new registrations in September. This spectacular result enabled the Model Y to become the fifth best-selling model in the country last month (Tesla, as a brand, was seventh).

The other best-selling models are usually small city cars - Peugeot e-208 (3,924), Dacia Spring (2,514), Fiat 500 electric (2,296), and MG4 (1,945), amid measures discouraging Chinese EVs in France. Meanwhile, the best-selling electric Renault - the Megane-e - was outside the top five BEVs, which reveals to us how much has changed since the Renault Zoe times.

After the first nine months of the year, the top three BEVs are the Tesla Model Y (27,458), Dacia Spring (21,103), and Peugeot e-208 (19,074), slightly ahead of the Fiat 500 electric (17,441).

 

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New legislation will make it easier for strata owners to install EV charging stations

BC Strata EV Charging Reforms streamline approvals under the Strata Property Act, lowering the voting threshold and requiring an electrical planning report to expand EV charging stations in multi-unit strata buildings across British Columbia.

 

Key Points

BC reforms ease EV charger installs in stratas by lowering votes, requiring plans, and fast-tracking compliant requests.

✅ Vote threshold drops to 50% for EV infrastructure

✅ Electrical planning report required for stratas

✅ Stratas must approve compliant owner charging requests

 

Owning an electric vehicle (EV) will be a little easier for strata property owners, the province says, after announcing changes to legislation to facilitate the installation of charging stations in strata buildings.

On Thursday, the province said it would be making amendments to the Strata Property Act, the legal framework all strata corporations are required to follow, and align with practical steps for retrofitting condos with chargers in older buildings.

Three areas will improve access to EV charging stations in strata complexes, the province says, including lowering the voting threshold from 75 per cent to 50 per cent for approval of the costs, supported by EV charger rebates that can offset expenses, and changes to the property that are needed to install them, as well as requiring strata corporations to have an electrical planning report to make installation of these stations easier.

The amendments would mean stratas would have to approve owners' requests for such charging stations, even amid high-rise EV charging challenges reported across Canada, as long as "reasonable criteria are met."

Minister of Energy, Mines and Low Carbon Innovation Josie Osborne said people are more likely to buy an electric vehicle if they have the ability to charge it — something that's lacking for many British Columbians living in multi-unit residences, where Vancouver's EV-ready policy is setting a local example for multi-family buildings. 

"B.C. has one of the largest public electric vehicle charging networks in Canada, and leads the country in going electric, but we need to make it easier for more people to charge their EVs at home," Osborne said in a statement.

Tony Gioventu, the executive director of the Condominium Home Owners Association of B.C., said the new legislation strikes a balance between allowing people access to EV charging stations, as examples from Calgary apartments and condos demonstrate, while also ensuring stratas still have control over their properties. 

This is just the latest step in the B.C. government's move to get more EVs on the road: alongside rebates for home and workplace charging, the province passed the Zero-Emission Vehicles Act, which aims for 10 per cent of all new light-duty cars and trucks sold in B.C. to be zero emission by 2025. By 2040, they'll all need to be emission-free.

 

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U.S. to work with allies to secure electric vehicle metals

US EV Battery Minerals Strategy prioritizes critical minerals with allies, lithium and copper sourcing, battery recycling, and domestic processing, leveraging the Development Finance Corporation to strengthen EV supply chains and reduce reliance on China.

 

Key Points

A US plan to secure critical minerals with allies, boost recycling, and expand domestic processing for EV batteries.

✅ DFC financing for allied lithium and copper projects

✅ Battery recycling to diversify critical mineral supply

✅ Domestic processing with strong environmental standards

 

The United States must work with allies to secure the minerals needed for electric vehicle batteries, addressing pressures on cobalt reserves that could influence supply, and process them domestically in light of environmental and other competing interests, the White House said on Tuesday.

The strategy, first reported by Reuters in late May, will include new funding to expand international investments in electric vehicles (EV) metal projects through the U.S. Development Finance Corporation, as well as new efforts to boost supply from EV battery recycling initiatives.

The U.S. has been working to secure minerals from allied countries, including Canada and Finland, with projects such as Alberta lithium development showing potential. The 250-page report outlining policy recommendations mentioned large lithium supplies in Chile and Australia, the world's two largest producers of the white battery metal.

President Joe Biden's administration will also launch a working group to identify where minerals used in EV batteries and other technologies can be produced and processed domestically.

Securing enough copper, lithium and other raw materials to make EV batteries, amid lithium supply concerns heightened by recent disruptions, is a major obstacle to Biden’s aggressive EV adoption plans, with domestic mines facing extensive regulatory hurdles and environmental opposition.

The White House acknowledged China's role as the world's largest processor of EV metals and said it would expand efforts, including a 100% EV tariff on certain imports, to lessen that dependency.

"The United States cannot and does not need to mine and process all critical battery inputs at home. It can and should work with allies and partners to expand global production and to ensure secure global supplies," it said in the report.

The White House also said the Department of the Interior and others agencies will work to identify gaps in mine permitting laws to ensure any new production "meets strong standards" in terms of both the environment and community input.

The report noted Native American opposition to Lithium Americas Corp's (LAC.TO) Thacker Pass lithium project in Nevada, as well as plans by automaker Tesla Inc (TSLA.O) to produce its own lithium.

The steps come after Biden, who has made fighting climate change and competing with China centerpieces of his agenda, ordered a 100-day review of gaps in supply chains in key areas, including EVs.

Democrats are pushing aggressive climate goals, as Canada EV manufacturing accelerates in parallel, to have a majority of U.S.-manufactured cars be electric by 2030 and every car on the road to be electric by 2040.

As part of the recommendations from four executive branch agencies, Biden is being advised to take steps to restore the country's strategic mineral stockpile and expand funding to map the mineral resources available domestically.

Some of those steps would require the support of Congress, where Biden's fellow Democrats have only slim majorities.

The Energy Department already has $17 billion in authority through its Advanced Technology Vehicles Manufacturing Loan program to fund some investments, and is also launching a lithium-battery workforce initiative to build critical skills.

The program’s administrators will focus on financing battery manufacturers and companies that refine, recycle and process critical minerals, the White House said.

 

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Factory Set to Elevate the United States in the Clean Energy Race

Maxeon IBC Solar Factory USA will scale clean energy with high-efficiency interdigitated back contact panels, DOE-backed manufacturing in Albuquerque, utility-scale supply, domestic production, 3 GW capacity, reduced imports, carbon-free electricity leadership.

 

Key Points

DOE-backed Albuquerque plant making high-efficiency IBC panels, 3 GW yearly, for utility-scale, domestic solar supply.

✅ 3 GW annual capacity; up to 8 million panels produced

✅ IBC cell efficiency up to 24.7% for utility-scale projects

✅ Reduces U.S. reliance on imported panels via domestic manufacturing

 

Solar energy stands as a formidable source of carbon-free electricity, with the No. 3 renewable source in the U.S. offering a clean alternative to traditional power generation methods reliant on polluting fuels. Advancements in solar technology continue to emerge, with a U.S.-based company poised to spearhead progress from a cutting-edge factory in New Mexico.

Maxeon, initially hailing from Silicon Valley in the 1980s, recently ventured into independence after separating from its parent company, SunPower, in 2020. Over the past few years, Maxeon has been manufacturing solar panels in Mexico, Malaysia, and the Philippines, as record U.S. panel shipments underscored rising demand.

Now, with backing from the U.S. Department of Energy's Loans Programs Office, Maxeon is preparing to commence construction on a new facility in Albuquerque in 2024, amid unprecedented growth in solar and storage nationwide. This state-of-the-art factory aims to produce up to 8 million panels annually, featuring the company's interdigitated back contact (IBC) technology, which has the capacity to generate three gigawatts of power each year. Notably, the entire U.S. solar industry completed five gigawatts of panels in 2022, making Maxeon's endeavor particularly ambitious and aligned with Biden's proposed tenfold increase in solar power goals.

Maxeon's presence in the United States holds the potential to reduce the country's reliance on imported panels, particularly from China. The primary focus will be on providing this advanced technology for utility departments, where pairing with increasingly affordable batteries can enhance grid reliability while shifting away from residential and commercial rooftops.

Maxeon has achieved a remarkable milestone in solar efficiency, with its latest IBC technology boasting an efficiency rating of 24.7%, as reported by PV Magazine.

This strategic move to the United States could be a game-changer, not only for Maxeon's success but also for clean power generation in a nation that has traditionally depended on external sources for its supply of solar panels, as energy-hungry Europe turns to U.S. solar equipment makers for solutions. Matt Dawson, Maxeon's Chief Technology Officer, emphasized the importance of achieving the lowest levelized cost of electricity with the lowest overall capital, a feat that China has accomplished in recent years due to the strength of its supply chain. As energy independence becomes a global concern, solar manufacturing is poised to expand beyond China, with Southeast Asia already showing signs of growth, and now the United States and possibly Europe, including Germany's solar boost during the energy crisis, following suit.

 

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