Peak Power Receives $765,000 From Canadian Government to Deploy 117 V1G EV Chargers


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Peak Power V1G EV chargers optimize smart charging in Ontario, using Synergy technology and ZEVIP support to manage peak demand, enhance grid capacity, and expand EV infrastructure across mixed-use developments with utility-friendly energy management.

 

Key Points

Peak Power's V1G smart chargers use Synergy tech to cut peak load and grow Ontario EV charging access.

✅ 117 chargers funded by NRCAN's ZEVIP program

✅ Synergy tech shifts load off peak to boost grid capacity

✅ Partners: SWTCH Energy and Signature Electric

 

Peak Power, a Canadian climate tech company with a core focus in energy management and energy storage, announces it has received a $765,000 investment through Natural Resources Canada’s (NRCan) Zero Emission Vehicle Infrastructure Program (ZEVIP) to install 117 V1G chargers as Ontario energy storage push intensifies province-wide planning. The total cost of the project is valued at over $1.6 million.

Peak Power will install the V1G chargers across several mixed-use developments in Ontario. Peak Power’s Synergy technology, which is currently used in the company’s successful Peak Drive EV charging project, will underpin the chargers. The Synergy tech will enable the chargers to draw energy from the grid when it’s most widely available and avoid times of peak demand, similar to emerging EV-to-grid integration pilots now, and can also adjust the flow rate at which the cars are charged. The intelligent chargers will reduce strain on the grid, benefiting utilities and electricity users by increasing grid capacity as well as giving EV drivers more locations to charge their vehicles.

As part of ZEVIP, the project supports the federal government’s goals of accelerating the electrification of Canada’s transportation sector. The 117 chargers will encourage adoption of EVs, as drivers have access to expanded infrastructure for charging, and as Ontario streamlines charging-station builds to accelerate deployments. From the perspective of grid operators, the intelligent nature of the Peak Power software will allow more capacity from the grid without requiring major infrastructure upgrades.

Peak Power will work with partners with deep expertise in EV charging to install the chargers. SWTCH Energy is co-developing the software for the EV chargers with Peak Power, while Signature Electric will install the hardware and supporting infrastructure.

“We’re thrilled to support the Canadian government's electrification goals through smart EV charging,” said Matthew Sachs, COO of Peak Power. “The funding from NRCan will enable us to provide drivers with more options for EV charging, while the smart nature of our Synergy tech in the chargers means grid operators don’t have to worry about capacity restraints when EVs are plugged into the grid, with EV owners selling power back offering additional flexibility too. ZEVIP is critical to greater electrification of the country’s infrastructure, and we’re proud to support the initiative.”

“Happy EV Week, Canada. Our government is making electric vehicles more affordable and charging more accessible where Canadians live, work and play, for example through the Ivy and ONroute charging network that supports travel corridors,” said the Honourable Jonathan Wilkinson, Minister of Natural Resources. “Investing in more EV chargers, like the ones announced today in Ontario, will put more Canadians in the driver’s seat on the road to a net-zero future and help achieve our climate goals.”

"I'm pleased to be announcing the deployment of over 100 Electric Vehicle chargers across Ontario with Peak Power,” said Julie Dabrusin, Parliamentary Secretary to the Minister of Natural Resources and to the Minister of Environment and Climate Change, and Member of Parliament for Toronto-Danforth. “This $765,000 investment by the Government of Canada will allow folks in Toronto and across the province to access the infrastructure they need, as B.C. expands EV charging shows national momentum, to drive an EV while fighting climate change. Happy #EVWeek!”

"Limited access to EV charging infrastructure in high-density mixed-used environments remains a key barrier to widespread EV adoption,” said Carter Li, CEO of SWTCH. “SWTCH’s partnership with Peak Power and Signature Electric to deploy V1G technology to these settings will enhance coordination between energy utilities, building operators, and EV drivers to improve building energy efficiency and access to EV charging infrastructure, with charger rebates in B.C. expanding home and workplace options as well.”

“Signature Electric is proud to be a partner on increasing the availability of localized charging for Canadians,” said Mark Marmer, Owner of Signature Electric. “Together, we can scale EV infrastructure to support Canada’s commitment to achieving net-zero emissions by 2050.”

 

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NanoFlocell Wants To Sell Flow Battery Cars In The US

nanoFlowcell Bi-ION Flow Battery delivers renewable-energy storage for EVs and grids, using seawater-derived electrolyte, membrane stacks, fast refueling, low-cost materials, scalable tanks, and four-motor performance with long range and lightweight energy density.

 

Key Points

A flow cell using Bi-ION to power EVs and grids with fast refueling and scalable, low-cost storage.

✅ Seawater-derived Bi-ION electrolyte; safe, nonflammable, low cost

✅ Fast refueling via dual tanks; membrane stack generates power

✅ EV range up to 1200 miles; scalable for grid-scale storage

 

nanoFlowcell is a European company headquartered in London that focuses on flow battery technology. Flow batteries are an intriguing concept. Unlike lithium batteries or fuel cells, they store electricity in two liquid chambers separated by a membrane. They hold enormous potential for low cost, environmentally friendly energy storage because the basic materials are cheap and abundant. To add capacity, simply make the tanks larger.

While that makes flow batteries ideal for energy storage — whether in the basement of a building or as part of a grid scale installation that utilities weigh against options like hydrogen for power companies today in practice — their size and weight make them a challenge for use in vehicles. That hasn’t stopped nanoFlowcell from designing a number of concept and prototype vehicles over the past 10 years and introducing them to the public at the Geneva auto show. Its latest concept is a tasty little crumpet known as the Quantino 25.


The Flow Battery & Bi-ION Fluid
The thing that makes the nanoFlowcell ecosystem work is an electrically charged fluid called Bi- ION derived from seawater or reclaimed waste water. It works sort of like hydrogen in a fuel cell, a frequent rival in debates over the future of vehicles today for many buyers. Pump hydrogen in, run it through a fuel cell, and get electricity out. With the Quantino 25, which the company calls a “2+2 sports car,” you pump two liquids to the membrane interface to make electricity.

There are two 33-gallon tanks mounted low in the chassis much the way a lithium-ion battery pack fits into a normal electric car. Fill up with Bi-ION, and you have a car that will dash to 100 km/h in 2.5 seconds, thanks to its 4 electric motors with 80 horsepower each. And get this. According to Autoblog, the company says with full tanks, the Quantino 25 has a range of 1200 miles! Goodbye range anxiety, hello happy motoring.


We should point out that water weighs about 8 pounds per gallon, so the “fuel” to travel 1200 miles would weigh roughly 528 pounds. A conventional lithium-ion battery pack with its attendant cooling apparatus that could travel that far would weigh at least 3 times as much, even as EV battery recycling advances aim for a circular economy today. Granted, the Quantino 25 is not a production car and very few people have ever driven one, but that kind of range vs weight ratio has got to get your whiskers twitching a little in anticipation.

Actually, the folks at Autocar did drive an early prototype in 2016 at the TCS test track near Zurich, Switzerland, and determined that it was a real driveable car. My colleague Jennifer Sensiba reported in April of 2019 that the company’s Quantino test vehicle passed the 350,000 km mark (220,000 miles) with no signs of damage to the membrane or the pumps, and didn’t seem to have suffered any wear at all. The vehicle’s engineers pointed out that it had driven for 10,000 hours at this point. The company says it wants to offer its flow battery technology to EV manufacturers and give the system a 50,000-hour guarantee. That translates to well over 1 million miles of driving.

The problem, of course, is that there is no Bi-ION refueling infrastructure just yet, but that doesn’t mean someday there couldn’t be. Tesla had no Supercharger network when it first started either and things turned out reasonably well for Musk and company.


nanoFlowcell USA Announced
nanoFlowcell announced this week that it has established a new division based in New York to bring its flow battery technology to America. The mission of the new division is to adapt the nanoFlowcell process to US-specific applications and develop nanoFlowcell applications in America. Priority one is beginning series production of flow battery vehicles as well as the constructing a large scale bi-ION production facility that will provide transportable renewable energy and could complement vehicle-to-grid power models for communities for nanoFlowcell applications.

The Bi-ION electrolyte is a high density energy carrier that makes renewable energies storable and transportable in large quantities. The company says it will produce the energy carrier bi-ION from 100 percent renewable energy. Flow cell energy technology is an important solution to substantially reduce global greenhouse gas emissions as laid out in the Paris Agreement, the company says. Its many benefits include being a safe and clean energy source for many energy intensive processes and transportation services.


“Our nanoFlowcell flow cell and bi-ION energy carrier are key technologies for a successful energy transition,” says Nunzio La Vecchia, CEO of nanoFlowcell Holdings. “We need to make energy from renewable energy safe, storable and transportable to drive environmentally sustainable economic growth. This requires a well thought out strategy and the development of the appropriate infrastructure. With the establishment of nanoFlowcell USA, we are reaching an important milestone in this regard for our future corporate development.”


Focus On Renewable Energy
The production costs of Bi-ION are directly linked to the cost of electricity from renewable sources. With the accelerated expansion of renewable energy under the Inflation Reduction Act along with EV grid flexibility efforts across markets, nanoFlowcell expects the cost of electricity from solar power to be relatively low in the future which will further strengthen the competitiveness of energy sources such as Bi-ION.

“With the Inflation Reduction Act, the U.S. has made the largest investment in clean energy in U.S. history, and the potential implications for renewable energy are far-reaching.” But La Vecchia points out, “We will not seek government investments for nanoFlowcell USA to expand our manufacturing facilities and infrastructure in the United States. Where appropriate, we will enter into strategic partnerships to build and expand manufacturing and infrastructure, and to integrate nanoFlowcell technologies into all sectors of the economy.”

“More importantly, with nanoFlowcell USA, we want to help accelerate the decarbonization of the global economy and create economic, social and ecological prosperity. After all, estimates suggest that the clean energy sector will create 500,000 additional jobs. We want to do our part to make this happen.”


‍The Takeaway
nanoFlowcell is about more than electric cars. It wants to get involved in grid-scale energy storage, and moves like Mercedes-Benz energy storage venture signal momentum in the sector today. But to those of us soaking in the hot tub warmed by excess heat from a nearby data center here at CleanTechnica global headquarters, it seems that its contribution to emissions-free transportation could be enormous. Maybe some of those companies still chasing the hydrogen fuel cell dream, as a recent hydrogen fuel cell report notes Europe trailing Asia today, might find the company’s flow battery technology cheaper and more durable without all the headaches that go with making, storing, and transporting hydrogen.

A Bi-ION refueling station would probably cost less than a tenth as much as a hydrogen filling station. A link-up with a major manufacturer would make it easier to build out the infrastructure needed to make this dream a reality. Hey, people laughed at Tesla in 2010. If nothing else, this is a company we will be keeping our eye on.

 

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Spread of Electric Cars Sparks Fights for Control Over Charging

Utility-Controlled EV Charging shapes who builds charging stations as utilities, regulators, and private networks compete over infrastructure, grid upgrades, and pricing, impacting ratepayers, competition, and EV adoption across states seeking cleaner transport.

 

Key Points

Utility-controlled EV charging is utilities building charging networks affecting rates, competition and grid costs.

✅ Regulated investment may raise rates before broader savings.

✅ Private firms warn monopolies stifle competition and innovation.

✅ Regulators balance access, equity, and grid upgrade needs.

 

Electric vehicles are widely seen as the automobile industry’s future, but a battle is unfolding in states across America over who should control the charging stations that could gradually replace fuel pumps.

From Exelon Corp. to Southern California Edison, utilities have sought regulatory approval to invest millions of dollars in upgrading their infrastructure as state power grids adapt to increased charging demand, and, in some cases, to own and operate chargers.

The proposals are sparking concerns from consumer advocates about higher electric rates and oil companies about subsidizing rivals. They are also drawing opposition from startups that say the successors to gas stations should be open to private-sector competition, not controlled by monopoly utilities.

That debate is playing out in regulatory commissions throughout the U.S. as states and utilities promote wider adoption of electric vehicles. At stake are charging infrastructure investments expected to total more than $13 billion over the next five years, as an American EV boom accelerates, according to energy consulting firm Wood Mackenzie. That would cover roughly 3.2 million charging outlets.

Calvin Butler Jr., who leads Exelon’s utilities business, said many states have grown more open to the idea of utilities becoming bigger players in charging as electric vehicles have struggled to take off in the U.S., where they make up only around 2% of new car sales.

“When the utilities are engaged, there’s quicker adoption because the infrastructure is there,” he said.

Major auto makers including General Motors Co. and Ford Motor Co. are accelerating production of electric vehicles, and models like Tesla’s Model 3 are shaping utility planning, and a number of states have set ambitious EV goals—most recently California, which aims to ban the sale of new gasoline-powered cars by 2035. But a patchy charging-station network remains a huge impediment to mass EV adoption.

Democratic presidential candidate Joe Biden has called for building more than 500,000 new public charging outlets in a decade as part of his plan to combat climate change, amid Biden’s push to electrify the transportation sector. But exactly how that would happen is unclear. The U.S. currently has fewer than 100,000 public outlets, according to the Energy Department. President Trump, who has weakened federal tailpipe emissions targets, hasn’t put forward an electric-vehicle charging plan, though he backed a 2019 transportation bill that would have provided $1 billion in grants to build alternative fueling infrastructure, including for electric vehicles.

Charging access currently varies widely by state, as does utility involvement, with many utilities bullish course on EV charging to support growth, which can range from providing rebates on home chargers to preparing sites for public charging—and even owning and operating the equipment needed to juice up electric vehicles.

As of September, regulators in 24 states had signed off on roughly $2.6 billion of utility investment in transportation electrification, according to Atlas Public Policy, a Washington, D.C., policy firm. More than half of that spending was authorized in California, where electric vehicle adoption is highest.

Nearly a decade ago, California blocked utilities from owning most charging equipment, citing concerns about potentially stifling competition. But the nation’s most populous state reversed course in 2014, seeking to spur electrification.

Regulators across the country have since been wrestling with similar questions, generating a patchwork of rules.

Maryland regulators signed off last year on a pilot program allowing subsidiaries of Exelon and FirstEnergy Corp. to own and operate public charging stations on government property, provided that the drivers who use them cover at least some of the costs.

Months later, the District of Columbia rejected an Exelon subsidiary’s request to own public chargers, saying independent charging companies had it covered.

Some charging firms argue utilities shouldn’t be given monopolies on car charging, though they might need to play a role in connecting rural customers and building stations where they would otherwise be uneconomical.

“Maybe the utility should be the supplier of last resort,” said Cathy Zoi, chief executive of charging network EVgo Services LLC, which operates more than 800 charging stations in 34 states.

Utility charging investments generally are expected to raise customers’ electricity bills, at least initially. California recently approved the largest charging program by a single utility to date: a $436 million initiative by Southern California Edison, an arm of Edison International, as the state also explores grid stability opportunities from EVs. The company said it expects the program to increase the average residential customer’s bill by around 50 cents a month.

But utilities and other advocates of electrification point to studies indicating greater EV adoption could help reduce electricity rates over time, by giving utilities more revenue to help cover system upgrades.

Proponents of having utilities build charging networks also argue that they have the scale to do so more quickly, which would lead to faster EV adoption and environmental improvements such as lower greenhouse gas emissions and cleaner air. While the investments most directly help EV owners, “they accrue immediate benefits for everyone,” said Jill Anderson, a Southern California Edison senior vice president.

Some consumer advocates are wary of approving extensive utility investment in charging, citing the cost to ratepayers.

“It’s like, ‘Pay me now, and maybe someday your rates will be less,’” said Stefanie Brand, who advocates on behalf of ratepayers for the state of New Jersey, where regulators have yet to sign off on any utility proposals to invest in electric vehicle charging. “I don’t think it makes sense to build it hoping that they will come.”

Groups representing oil-and-gas companies, which stand to lose market share as people embrace electric vehicles, also have criticized utility charging proposals.

“These utilities should not be able to use their monopoly power to use all of their customers’ resources to build investments that definitely won’t benefit everybody, and may or may not be economical at this point,” said Derrick Morgan, who leads federal and regulatory affairs at the American Fuel & Petrochemical Manufacturers, a trade organization.

Utility executives said their companies have long been used to further government policy objectives deemed to be in the public interest, drawing on lessons from 2021 to guide next steps, such as improving energy efficiency.

“This isn’t just about letting market forces work,” said Mike Calviou, senior vice president for strategy and regulation at National Grid PLC’s U.S. division.

 

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Wind power is Competitive on Reliability and Resilience Says AWEA CEO

Wind farm reliability services now compete in wholesale markets, as FERC and NERC endorse market-based solutions that reward performance, bolster grid resilience, and compensate ancillary services like frequency regulation, voltage support, and spinning reserve.

 

Key Points

Grid support from wind plants, including frequency, voltage, ramping, and inertial response via advanced controls.

✅ Enabled by advanced controls and inverter-based technology

✅ Compete in market-based mechanisms for ancillary services

✅ Support frequency, voltage, reserves; enhance grid resilience

 

 

American Wind Energy Association CEO Tom Kiernan has explained to a congressional testimony that wind farms can now compete, as renewables approach market majority, to provide essential electric reliability services. 

Mr Kiernan appeared before the US Congress House Energy and Commerce Committee where he said that, thanks to technological advances, wind farms are now competitive with other energy technologies with regard to reliability and resiliency. He added that grid reliability and resilience are goals that everyone can support and that efforts underway at the Federal Energy Regulatory Commission (FERC) and by market operators are rightly focused on market-based solutions to better compensate generators for providing those essential services.

AWEA strongly agreed with other witnesses on the panel who endorsed market-based solutions in their submitted testimony, including the American Petroleum Institute, Solar Energy Industries Association, Energy Storage Association, Natural Resources Defence Council, National Hydropower Association, and others. However, AWEA is concerned that the Department of Energy’s recent proposal to provide payments to specific resources based on arbitrary requirements is anti-competitive, and threatens to undermine electricity markets that are bolstering reliability and saving consumers billions of dollars per year.

“We support the objective of maintaining a reliable and resilient grid which is best achieved through free and open markets, with a focus on needed reliability services – not sources – and a programme to promote transmission infrastructure.”

Kiernan outlined several major policy recommendations in his testimony, including reliance on competitive markets that reward performance to ensure affordable and reliable electricity, a focus on reliability needs rather than generation sources and the promotion of transmission infrastructure investment to improve resilience and allow consumers greater access to all low-cost forms of energy.

The CEO of the North American Electric Reliability Corporation (NERC) has recently testified that the state of reliability in North America remains strong and the trend line shows continuing improvement year over year. Technological advances and innovation by over 100,000 US wind workers enable wind farms today to provide the grid reliability services traditionally provided by conventional power plants. NERC’s CEO emphasised in its testimony at last month’s hearing that “variable resources significantly diversify the generation portfolio and can contribute to reliability and resilience in important ways.”

 

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BWE - Wind power potential even higher than expected

German Wind Power 2030 Outlook highlights onshore and offshore growth, repowering, higher full-load hours, and efficiency gains. Deutsche WindGuard, BWE, and LEE NRW project 200+ TWh, potentially 500 TWh, covering rising electricity demand.

 

Key Points

Forecast: efficiency and full-load gains could double onshore wind to 200+ TWh; added land could lift output to 500 TWh.

✅ Modern turbines and repowering boost full-load hours and yields

✅ Onshore generation could hit 200+ TWh on existing areas by 2030

✅ Expanding land to 2% may enable 500 TWh; offshore adds more

 

Wind turbines have become more and more efficient over the past two decades, a trend reflected in Denmark's new green record for wind-powered generation.

A new study by Deutsche WindGuard calculates the effect on the actual generation volumes for the first time, underscoring Germany's energy transition balancing act as targets scale. Conclusion of the analysis: The technical progress enables a doubling of the wind power generation by 2030.

Progressive technological developments make wind turbines more powerful and also enable more and more full-load hours, with wind leading the power mix in many markets today. This means that more electricity can be generated continuously than previously assumed. This is shown by a new study by Deutsche WindGuard, which was commissioned by the Federal Wind Energy Association (BWE) and the State Association of Renewable Energies NRW (LEE NRW).

The study 'Full load hours of wind turbines on land - development, influences, effects' describes in detail for the first time the effects of advances in wind energy technology on the actual generation volumes. It can thus serve as the basis for further calculations and potential assessments, reflecting milestones like UK wind surpassing coal in 2016 in broader analyses.

The results of the investigation show that the use of modern wind turbines with higher full load hours alone on the previously designated areas could double wind power generation to over 200 terawatt hours (TWh) by 2030. With an additional area designation, generation could even be increased to 500 TWh. If the electricity from offshore wind energy is added, the entire German electricity consumption from wind energy could theoretically be covered, and renewables recently outdelivered coal and nuclear in Germany as a sign of momentum: The current electricity consumption in Germany is currently a good 530 TWh, but will increase in the future.

Christian Mildenberger, Managing Director of LEE NRW: 'Wind can do much more: In the past 20 years, technology has made great leaps and bounds. Modern wind turbines produce around ten times as much electricity today as those built at the turn of the millennium. This must also be better reflected in potential studies by the federal and state governments. '

Wolfram Axthelm, BWE Managing Director: 'We need a new look at the existing areas and the repowering. Today in Germany not even one percent of the area is designated for wind energy inland. But even with this we could cover almost 40 percent of the electricity demand by 2030. If this area share were increased to only 2 percent of the federal area, it would be almost 100 percent of the electricity demand! Wind energy is indispensable for a CO2-neutral future. This requires a clever provision of space in all federal states. '

Dr. Dennis Kruse, Managing Director of Deutsche WindGuard: 'It turns out that the potential of onshore wind energy in Germany is still significantly underestimated. Modern wind turbines achieve a significantly higher number of full load hours than previously assumed. That means: The wind can be used more and more efficiently and deliver more income. '

On the areas already designated today, numerous older systems will be replaced by modern ones by 2030 (repowering). However, many old systems will still be in operation. According to Windguard's calculations, the remaining existing systems, together with around 12,500 new, modern wind systems, could generate 212 TWh in 2030. If the area backdrop were expanded from 0.9 percent today to 2 percent of the land area, around 500 TWh would be generated by inland wind, despite grid expansion challenges in Europe that shape deployment.

The ongoing technological development must also be taken into account. The manufacturers of wind turbines are currently working on a new class of turbines with an output of over seven megawatts that will be available in three to five years. According to calculations by the LEE NRW, by 2040 the same number of wind turbines as today could produce over 700 TWh of electricity inland. The electricity demand, which will increase in the future due to electromobility, heat pumps and the production of green hydrogen, can thus be completely covered by a combination of onshore wind, offshore wind, solar power, bioenergy, hydropower and geothermal energy, and a net-zero roadmap for Germany points to significant cost reductions.

 

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Unprecedented Growth in Solar and Storage Anticipated with Record Installations and Investments

U.S. Clean Energy Transition accelerates with IRA and BIL, boosting renewable energy, solar PV, battery storage, EV adoption, manufacturing, grid resilience, and jobs while targeting carbon-free electricity by 2035 and net-zero emissions by 2050.

 

Key Points

U.S. shift to renewables under IRA and BIL scales solar, storage, and EVs toward carbon-free power by 2035.

✅ Renewables reached ~22% of U.S. electricity generation in 2022.

✅ Nearly $13b in PV manufacturing; 94 plants; 25k jobs announced.

✅ Battery storage grew from 3% in 2017 to 36% by H1 2023.

 

In recent years, the United States has made remarkable strides in embracing renewable energy, with notable solar and wind growth helping to position itself for a more sustainable future. This transition has been driven by a combination of factors, including environmental concerns, economic opportunities, and technological advancements.

With the introduction of the Inflation Reduction Act (IRA) and the Bipartisan Infrastructure Law (BIL), the United States is rapidly advancing its journey towards clean energy solutions.

To underscore the extent of this progress, consider the following vital statistics: In 2022, renewable energy sources (including hydroelectric power) accounted for approximately 22% of the nation's electricity generation, and renewables surpassed coal in the mix that year, while the share of renewables in total electricity generation capacity had risen to around 30% and the nation is moving toward 30% electricity from wind and solar as well.

Notably, in the transportation sector, consumers are increasingly embracing zero-emission fuels, such as electric vehicles. In 2022, battery electric vehicles (BEVs) represented 5.6% of new vehicle registrations, surging to 7.1% by the first half of 2023, according to estimates from EUPD Research.

The United States has set ambitious targets, including achieving 100% carbon pollution-free electricity by 2035 and aiming for economy-wide net-zero greenhouse gas emissions by no later than 2050, and policy proposals such as Biden's solar plan reinforce these goals for the power sector. These targets are poised to provide a significant boost to the clean energy sector in the country, reaffirming its commitment to a sustainable and environmentally responsible future.

 

IRA and BIL: Catalysts for Growth

The IRA and BIL represent a transformative shift in the landscape of clean energy policy, heralding a new era for the solar and energy storage sectors in the United States. The IRA allocates substantial resources to address the climate crisis, fortify domestic clean energy production, and solidify the U.S. as a global leader in clean energy manufacturing.

According to the U.S. Department of Energy (DOE), an impressive investment exceeding $120 billion has been announced for the U.S. battery manufacturing and supply chain sector since the introduction of IRA and BIL. Additionally, plans have been unveiled for over 200 new or expanded facilities dedicated to minerals, materials processing, and manufacturing. This move is expected to create more than 75,000 potential job opportunities, strengthening the nation's workforce.

Following the introduction of IRA and BIL, solar photovoltaic (PV) manufacturing in the U.S. has also witnessed a substantial surge in planned investments, totaling nearly $13 billion, as reported by the DOE. Furthermore, a total of 94 new and expanded PV manufacturing plants have been announced, potentially generating over 25,000 jobs in the country.

 

Booming Solar Sector

In recent years, the U.S. solar sector has outpaced other energy sources, including a surging wind sector and natural gas, in terms of capacity growth. EUPD Research estimates reveal a notable upward trend in the contribution of solar capacity to annual power capacity additions, as 82% of the 2023 pipeline consists of wind, solar, and batteries across utility-scale projects. This trajectory has risen from 37% in 2019 to 38% in 2020, further increasing to 44% in 2021 and an impressive 45% in 2022.

Although the country experienced a temporary setback in 2022 due to pandemic-related delays, trade law enforcement, supply chain disruptions, and rising costs, it is now on track to make a historic addition to its PV capacity in 2023. According to EUPD Research's 2023 forecast, the U.S. is poised to achieve its largest-ever expansion in PV capacity, estimated at 32 to 35 GWdc, assuming the installation of all planned utility-scale capacity, and solar generation rose 25% in 2022 as a supportive indicator. Additionally, from 2023 to 2028, the U.S. is projected to add approximately 233 GWdc of PV capacity.

In terms of cumulative installed PV capacity (including utility-scale, commercial and industrial, and residential) on a state-by-state basis, California holds the top position, followed by Texas, Florida, North Carolina, and Arizona. Remarkably, Texas is rapidly expanding its utility-scale PV capacity and may potentially surpass California in the next two years.

 

Rapid Growth in Battery Storage

Battery energy storage has emerged as the dominant and rapidly expanding source of energy storage in the U.S. in recent years. The proportion of battery storage in the country's energy storage capacity has surged dramatically, increasing from a mere 3% in 2017 to a substantial 36% in the first half of 2023.

 

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Solar and wind power curtailments are rising in California

CAISO Renewable Curtailments reflect grid balancing under transmission congestion and oversupply, reducing solar and wind output while leveraging WEIM trading, battery storage, and transmission expansion to integrate renewables and stabilize demand-supply.

 

Key Points

CAISO renewable curtailments are reductions in wind and solar output to balance grid amid congestion or oversupply.

✅ Driven mainly by transmission congestion, less by oversupply.

✅ Peaks in spring when demand is low and solar output is high.

✅ Mitigated by WEIM trades, new lines, and battery storage growth.

 

The California Independent System Operator (CAISO), the grid operator for most of the state, is increasingly curtailing solar- and wind-powered electricity generation, as reported in rising curtailments, as it balances supply and demand during the rapid growth of wind and solar power in California.

Grid operators must balance supply and demand to maintain a stable electric system as advances in solar and wind continue to scale. The output of wind and solar generators are reduced either through price signals or rarely, through an order to reduce output, during periods of:

Congestion, when power lines don’t have enough capacity to deliver available energy
Oversupply, when generation exceeds customer electricity demand

In CAISO, curtailment is largely a result of congestion. Congestion-related curtailments have increased significantly since 2019 because California's solar boom has been outpacing upgrades in transmission capacity.

In 2022, CAISO curtailed 2.4 million megawatthours (MWh) of utility-scale wind and solar output, a 63% increase from the amount of electricity curtailed in 2021. As of September, CAISO has curtailed more than 2.3 million MWh of wind and solar output so far this year, even as the US project pipeline is dominated by wind, solar, and batteries.

Solar accounts for almost all of the energy curtailed in CAISO—95% in 2022 and 94% in the first seven months of 2023. CAISO tends to curtail the most solar in the spring when electricity demand is relatively low (because moderate spring temperatures mean less demand for space heating or air conditioning) and solar output is relatively high, although wildfire smoke impacts can reduce available generation during fire season as well.

CAISO has increasingly curtailed renewable generation as renewable capacity has grown in California, and the state has even experienced a near-100% renewables moment on the grid in recent years. In 2014, a combined 9.0 gigawatts (GW) of wind and solar capacity had been built in California. As of July 2023, that number had grown to 17.6 GW. Developers plan to add another 3.0 GW by the end of 2024.

CAISO is exploring and implementing various solutions to its increasing curtailment of renewables, including:

The Western Energy Imbalance Market (WEIM) is a real-time market that allows participants outside of CAISO to buy and sell energy to balance demand and supply. In 2022, more than 10% of total possible curtailments were avoided by trading within the WEIM. A day ahead market is expected to be operational in Spring 2025.

CAISO is expanding transmission capacity to reduce congestion. CAISO’s 2022–23 Transmission Planning Process includes 45 transmission projects to accommodate load growth and a larger share of generation from renewable energy sources.

CAISO is promoting the development of flexible resources that can quickly respond to sudden increases and decreases in demand such as battery storage technologies that are rapidly becoming more affordable. California has 4.9 GW of battery storage, and developers plan to add another 7.6 GW by the end of 2024, according to our survey of recent and planned capacity changes. Renewable generators can charge these batteries with electricity that would otherwise have been curtailed.

 

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