More than half of new U.S. electric-generating capacity in 2023 will be solar

Rhode Island 100% Renewable Electricity by 2030 outlines pathways via offshore wind, retail solar, RECs, and policy reforms, balancing decarbonization, grid reliability, economics, and equity to close a 4,600 GWh supply gap affordably.

Key Points

A statewide plan to meet all electricity demand with renewables by 2030 via offshore wind, solar, and REC policies.

✅ Up to 600 MW offshore wind could add 2,700 GWh annually

✅ Retail solar programs may supply around 1,500 GWh per year

✅ Amend RES to retain RECs and align supply with real-time demand

A year ago, Executive Order 20-01 cemented in a place Rhode Island’s goal to meet 100% of the state’s electricity demand with renewable energy by 2030, aligning with the road to 100% renewables seen across states. The Rhode Island Office of Energy Resources (OER) worked through the year on an economic and energy market analysis, and developed policy and programmatic pathways to meet the goal.

In the most recent development, OER and The Brattle Group co-authored a report detailing how this goal will be achieved, The Road to 100% Renewable Electricity – The Pathways to 100%.

The report includes economic analysis of the key factors that will guide Rhode Island as it accelerates adoption of carbon-free renewable resources, complementing efforts that are tracking progress on 100% clean energy targets nationwide.

The pathway rests on three principles: decarbonization, economics and policy implementation, goals echoed in Maine’s 100% renewable electricity target planning.

The report says the state needs to address the gap between projected electricity demand in 2030 and projected renewable generation capacity. The report predicts a need for 4,600 GWh of additional renewable energy to close the gap. Deploying that much capacity represents a 150% increase in the amount of renewable energy the state has procured to date. The final figure could as much as 600-700 GWh higher or lower.

Addressing the gap
The state is making progress to close the gap.

Rhode Island recently announced plans to solicit proposals for up to 600 MW of additional offshore wind resources. A draft request for proposals (RFP) is expected to be filed for regulatory review in the coming months, aligning with forecasts that one-fourth of U.S. electricity will soon be supplied by renewables as markets mature. Assuming the procurement is authorized and the full 600 MW is acquired, new offshore wind would add about 2,700 GWh per year, or about 35% of 2030 electricity demand.

Beyond this offshore wind procurement, development of retail solar through existing programs could add another 1,500 GWh per year. That leaves a smaller–though still sizable–gap of around 400 GWh per year of renewable electricity.

All this capacity will come with a hefty price. The report finds that rate impacts would likely boost e a typical 2030 monthly residential bill by about $11 to $14 with utility-scale renewables, or by as much as $30 if the entire gap were to be filled with retail solar.

The upside is that if the renewable resources are developed in-state, the local economic activity would boost Rhode Island’s gross domestic product and local jobs, especially when compared to procuring out-of-state resources or buying Renewable Energy Credits (RECs), and comes as U.S. renewable electricity surpassed coal in 2022 across the national grid.

Policy recommendations
One policy item that has to be addressed is the state’s Renewable Energy Standard (RES), which currently calls for meeting 38.5% of electricity deliveries with renewables by 2035, even as the federal 2035 clean electricity goal sets a broader benchmark for decarbonization. For example, RES compliance at present does not require the physical procurement of power produced by renewable energy facilities. Instead, electricity providers meet their requirements by purchasing RECs.

The report recommends amending the state’s RES to seek methods by which Rhode Island can retain all of the RECs procured through existing policy and program channels, along with RECs resulting from ratepayer investment in net metered projects, while Nevada’s 50% by 2030 RPS provides a useful interim comparison.

The report also recognizes that the RES alone is unlikely to drive sufficient investment renewable generation and should be paired with programs and policies to ensure sufficient renewable generation to meet the 100% goal. The state also needs to address the RECs created by behind-the-meter systems that add mechanisms to better match the timing of renewable energy generation with real-time demand. The policy would have the 100% RES remain in effect beyond 2030 and also match shifts in energy demand, particularly as other parts of the economy electrify.

Fostering equity
The state also is putting a high priority on making sure the transition to renewables is an equitable one.

The report recommends partnering with and listening to frontline communities about their needs and goals in the clean energy transition. This will include providing traditionally underserved communities with expert consultation to help guide decision making. The report also recommends holding listening sessions to increase accessibility to and understanding of energy system basics.

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Lion Electric Battery Plant Quebec secures near $100M public investment for an automated battery-pack assembly in Saint-Jérôme, fueling EV manufacturing, R&D, local supply chains, and heavy-duty zero-emission vehicle competitiveness and jobs.

Key Points

Automated battery-pack plant in Saint-Jérôme boosting EV manufacturing and strengthening Quebec's supply chain.

✅ $100M joint federal-provincial investment announced

✅ 135 jobs in 2023; 150 more long-term positions

✅ R&D hub to enhance heavy-duty EV battery performance

Canadian Prime Minister of Canada, Justin Trudeau, and the Premier of Quebec, François Legault, have announced an equal investment totalling nearly $100 million to Lion Electric, as a B.C. battery plant announcement has done in another province, for the establishment of a highly automated battery-pack assembly plant in Saint–Jérôme, in the Laurentians. This project, valued at nearly $185 million, will create 135 jobs when construction of the plant is completed in 2023. It is also expected that 150 additional jobs will be created over the longer term.

For the announcement, Mr. Trudeau and Mr. Legault were accompanied by the Minister of Innovation, Science and Industry, François-Philippe Champagne, by Quebec's Minister of Economy and Innovation, Pierre Fitzgibbon, and by Marc Bédard, President and Founder of Lion Electric.

The battery packs assembled at the new plant will be used in Lion Electric vehicles. This strategic investment will allow the company to improve its cost structure, and better control the design and shape of its batteries, making it more competitive in the heavy-duty electric vehicle market, as EV assembly deals put Canada in the race. Ultimately, the company will be able to increase the volume of its vehicle production. Lion Electric will be the first Canadian manufacturer of medium and heavy-duty vehicles to have state-of-the-art, automated battery-pack manufacturing facilities.

The company will also establish a research and development innovation centre within its manufacturing plant, which will allow it to test and refine products for future use, including batteries for emergency vehicles such as ambulances. The company will test innovations from research and development, including energy storage capacity and battery performance. The results will make these products more competitive in the North American market, where a Niagara Region battery plant signals growing demand.

The company said it expects to employ 135 people at the plant when it is operational by 2023. It also plans to invest in a research and development facility that could create a number of spinoff jobs.

"When we talk about an economic recovery that's good for workers, for families and for the environment, this is exactly the kind of project we mean," Trudeau said at a news conference in Montreal.

Trudeau toured Lion Electric's factory in Saint-Jérôme, Que., last March, just before the pandemic. (Ryan Remiorz/The Canadian Press)
It was the prime minister's first trip to Montreal in more than a year. He said one of the reasons he decided to attend the announcement was to illustrate the importance of the green economy and how Canada can capitalize on the U.S. EV pivot for future job growth.

The project also aligns with the Legault government's desire to create a supply chain within Quebec that is able to feed the electric vehicle industry, where Canada-U.S. collaboration could accelerate progress.

At Monday's announcement, Economy Minister Pierre Fitzgibbon spoke at length about the province's deposits of lithium and nickel — key components in electric vehicle batteries — as well as its supply of low-emission hydroelectricity.

"If we play our cards right, we could become world leaders in this market of the future," Fitzgibbon said.

Currently, many of those strategic minerals found in Quebec are exported to Asia where they are turned into battery cells, and then imported back to Quebec by companies like Lion, said Mickaël Dollé, a chemistry professor at the Université de Montréal.

By opening a battery assembly plant in Quebec, Lion could help stimulate more cell-makers, such as the Northvolt project near Montreal, to set up shop in the province. Further localizing the supply chain, Dollé said, means better value and a greener product. 

But other countries have the same goal in mind, he said, and the window for the province to establish itself as an important player in the emerging electric vehicle battery industry is closing quickly, as major Ford Oakville deal commitments accelerate competition.

"The decision has to be taken now, or in the coming months, but if we wait too long we may miss our main goal which is to get our own supply chain in Canada," Dollé said.

What's in a name?
Monday's announcement was closely watched in Quebec for what it foretold about the political future as well as the economic one.

By coming to Montreal and touring a vaccination clinic before making the funding announcement, Trudeau fed speculation in the province that he is preparing to call an election soon.

Intrigue also surrounded the informal meeting Trudeau had with Legault on Monday. The Quebec premier and members of his government have repeatedly expressed frustration with Trudeau during the pandemic.

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California EV mandate will phase out new gas cars, raising power demand and requiring renewable energy, grid upgrades, fast chargers, time-of-use rates, and vehicle-to-grid to stabilize loads and reduce emissions statewide.

Key Points

California's order ends new gas-car sales by 2035, driving grid upgrades, charging infrastructure, and cleaner transport.

✅ 25% higher power demand requires new generation and storage

✅ Time-of-use pricing and midday charging reduce grid stress

✅ Vehicle-to-grid and falling battery costs enable reliability

Leaning on the hood of a shiny red electric Ford Mustang, California Gov. Gavin Newsom signed an executive order Wednesday to end the sale of new gas-burning cars in his state in 15 years, a move with looming challenges for regulators and industry.

Now comes the hard part.

Energy consultants and academics say converting all passenger cars and trucks to run on electricity in California could raise power demand by as much as 25%. That poses a major challenge to state power grids as California is already facing periodic rolling blackouts as it rapidly transitions to renewable energy.

California will need to boost power generation, scale up its network of fast charging stations, enhance its electric grid to handle the added load and hope that battery technology continues to improve enough that millions in America’s most populous state can handle long freeway commutes to schools and offices without problems.

“We’ve got 15 years to do the work,” said Pedro Pizarro, chief executive of Edison International, owner of Southern California Edison, a utility serving 15 million people in the state. “Frankly the state agencies are going to have to do their part. We’ve got to get to the permitting processes, the approvals; all of that work is going to have to get accelerated to meet [Wednesday’s] target.”

Switching from petroleum fuels to electricity to phase out the internal combustion engine won’t happen all at once—Mr. Newsom’s order applies to sales of new vehicles, so older gas-powered cars will be on the road in California for many years to come. But the mandate means the state will face a growing demand for megawatts.

California is already facing a shortfall of power supplies over the next couple of years. The problem was highlighted last month when a heat wave blanketed the western U.S. and the state’s grid operator instituted rolling blackouts on two occasions.

“It is too early to tell what kind of impact the order will have on our power grid, and we don’t have any specific analysis or projections,” said Anne Gonzalez, a spokeswoman for the California Independent System Operator, which runs the grid.

Currently, California faces a crunchtime in the early evening as solar power falls off and demand to power air conditioners remains relatively high. Car charging presents a new potential issue: what happens if surging demand threatens to crash the grid during peak hours?

Caroline Winn, the chief executive of San Diego Gas & Electric, a utility owned by Sempra Energy that serves 3.6 million people, said there will need to be rules and rates that encourage people to charge their cars at certain times of the day, amid broader control over charging debates.

“We need to get the rules right and the markets right, informed by lessons from 2021, in order to resolve this issue because certainly California is moving that way,” she said.

The grid will need to be upgraded to prepare for millions of new electric vehicles. The majority of people who own them usually charge them at home, which would mean changes to substations and distribution circuits to accommodate multiple homes in a neighborhood drawing power to fill up batteries. The state’s three main investor-owned utilities are spending billions of dollars to harden the grid to prevent power equipment from sparking catastrophic wildfires.

“We have a hell of a lot of work to do nationally. California is ahead of everybody and they have a hell of a lot of work to do,” said Chris Nelder, who studies EV-grid integration at the Rocky Mountain Institute, an energy and environment-policy organization that promotes clean-energy solutions.

Mr. Nelder believes the investment will be worth it, because internal combustion engines generate so much waste heat and emissions of uncombusted hydrocarbons that escape out of tailpipes. Improving energy efficiency by upgrading the electrical system could result in lower bills for customers. “We will eliminate a vast amount of waste from the energy system and make it way more efficient,” he said.

Some see the growth of electric vehicles as an opportunity more than a challenge. In the afternoon, when electricity demand is high but the sun is setting and solar power drops off quickly, batteries in passenger cars, buses and other vehicles could release power back into the electric grid to help grid stability across the system, said Matt Petersen, chairman of the Transportation Electrification Partnership, a public-private effort in Los Angeles to accelerate the deployment of electric vehicles.

The idea is known as “vehicle-to-grid” and has been discussed in a number of countries expanding EV use, including the U.K. and Denmark.

“We end up with rolling batteries that can discharge power when needed,” Mr. Petersen said, adding, “The more electric vehicles we add to the grid, the more renewable energy we can add to the grid.”

One big hurdle for the widespread deployment of electric cars is driving down the cost of batteries to make the cars more affordable. This week, Tesla Inc. Chief Executive Elon Musk said he expected to have a $25,000 model ready by about 2023, signaling a broader EV boom in the U.S.

Shirley Meng, director of the Sustainable Power and Energy Center at the University of California, San Diego, said she believed batteries would continue to provide better performance at a lower cost.

“I am confident the battery technology is ready,” she said. Costs are expected to fall as new kinds of materials and metals can be used in the underlying battery chemistry, dropping prices. “Batteries are good now, and they will be better in the next 10 years.”

John Eichberger, executive director of the Fuels Institute, a nonprofit research group launched by the National Association of Convenience Stores, said he hoped that the California Air Resources Board, which is tasked with developing new rules to implement Mr. Newsom’s order, will slow the timeline if the market and electric build-out is running behind.

“We need to think about these critical infrastructure issues because transportation is not optional,” he said. “How do we develop a system that can guarantee consumers that they can get the energy when they need it?”

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

Key Points

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

✅ Visualizes weekday/weekend EV load by charger type.

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

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

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

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

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

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

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

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

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

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

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

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Germany Hydrogen Fuel Cell Market gains momentum as policy, mobility, and R&D align; National Hydrogen Strategy, regulatory frameworks, and cost-of-ownership advances boost heavy transport, while Europe races Asia amid battery-electric competition and infrastructure scale-up.

Key Points

It is Germany and Europe's hydrogen fuel cell ecosystem across policy, costs, R&D, and mobility and freight deployments.

✅ Policy support via National Hydrogen Strategy and tax incentives

✅ TCO parity improves for heavy transport vs other low-emission tech

✅ R&D targets higher temps, compactness for road, rail, sea, air

In a new report examining the status of the German and European hydrogen fuel cell markets, the German government-backed National Platform Future of Mobility (NPM) says there is “a good chance that fuel cell technology can achieve a break-through in mobile applications,” even as the age of electric cars accelerates across markets.

However, Europe must catch up with Asian countries, it adds, even as a push for electricity shapes climate policy. For Germany and Europe to take on a leading role in fuel cell technologies, their industries need to be strengthened and sustainably developed, the report finds. In its paper, the NPM Working Group 4 – which aims to secure Germany as a place for mobility, battery cell production, recycling, training and qualification – states that the “chances of fuel cell technology achieving a break-through in the automotive industry – even in Europe – are better than ever,” echoing recent remarks from BMW's chief about hydrogen's appeal.

The development, expansion and use of the technology in various applications are now supported by “a significantly modified regulatory framework and new political ambitions, as stipulated in the National Hydrogen Strategy,” while updated forecasts show e-mobility driving electricity demand in Germany, the report stresses. In terms of cost of ownership, “hydrogen solutions can hold their own compared to other technologies” and there are “many promising developments in the transport sector, especially in heavy transport.”

If research and development efforts can help optimise installation space and weight as well as increase the operating temperature of fuel cells, hydrogen solutions can also become attractive for maritime, rail and air transport, even as other electrochemical approaches, such as flow battery cars, progress, the report notes. Tax incentives -- such as the Renewable Energy Sources Act (EEG) surcharge exemption for green hydrogen -- can contribute to the technology’s appeal, it adds.

Fuel cell drives are often seen as a way to decarbonise certain areas of transport, such as heavy trucks. However, producing the hydrogen in a sustainable way consumes a lot of renewable electricity that power companies must supply in other sectors, and experts say electricity vs hydrogen trade-offs favor battery-electric trucks because they are much cheaper to run than other low-emission technologies, including fuel cells.

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Ukraine Wind Energy Resilience shields the grid with wind power along the Black Sea, dispersing turbines to withstand missile attacks, accelerate clean energy transition, aid EU integration, and strengthen energy security and rapid recovery.

Key Points

A strategy in Ukraine using wind farms to harden the grid, ensure clean power, and speed recovery from missile strikes.

✅ Distributed turbines reduce single-point-of-failure risk

✅ Faster repair of substations and lines than power plants

✅ Supports EU-aligned clean energy and grid security goals

The giants catch the wind with their huge arms, helping to keep the lights on in Ukraine — newly built windmills, on plains along the Black Sea.

In 15 months of war, Russia has launched countless missiles and exploding drones at power plants, hydroelectric dams and substations, trying to black out as much of Ukraine as it can, as often as it can, even amid talk of limiting attacks on energy sites that has surfaced, in its campaign to pound the country into submission.

The new Tyligulska wind farm stands only a few dozen miles from Russian artillery, but Ukrainians say it has a crucial advantage over most of the country’s grid, helping stabilize the system even as electricity exports have occasionally resumed under fire.

A single, well-placed missile can damage a power plant severely enough to take it out of action, but Ukrainian officials say that doing the same to a set of windmills — each one tens of meters apart from any other — would require dozens of missiles. A wind farm can be temporarily disabled by striking a transformer substation or transmission lines, but these are much easier to repair than power plants.

“It is our response to Russians,” said Maksym Timchenko, CEO of DTEK Group, the company that built the turbines in the southern Mykolaiv region — the first phase of what is planned as Eastern Europe’s largest wind farm. “It is the most profitable and, as we know now, most secure form of energy.”

Ukraine has had laws in place since 2014 to promote a transition to renewable energy, both to lower dependence on Russian energy imports, with periods when electricity exports resumed to neighbors, and because it was profitable. But that transition still has a long way to go, and the war makes its prospects, like everything else about Ukraine’s future, murky.

In 2020, 12% of Ukraine’s electricity came from renewable sources — barely half the percentage for the European Union. Plans for the Tyligulska project call for 85 turbines producing up to 500 megawatts of electricity. That’s enough for 500,000 apartments — an impressive output for a wind farm, but less than 1% of the country’s prewar generating capacity.

After the Kremlin began its full-scale invasion of Ukraine in February 2022, the need for new power sources became acute, prompting deliveries such as a mobile gas turbine power plant to bolster capacity. Russia has bombarded Ukraine’s power plants and cut off delivery of the natural gas that fueled some of them.

Russian occupation forces have seized a large part of the country’s power supply, and Russia has built power lines to reactivate the Zaporizhzhia plant in occupied territory, ensuring that its output does not reach territory still held by Ukraine. They hold the single largest generator, the 5,700-megawatt Zaporizhzhia Nuclear Power Plant, which has been damaged repeatedly in fighting and has stopped transmitting energy to the grid, with UN inspectors warning of mines at the site during recent visits. They also control 90% of Ukraine’s renewable energy plants, which are concentrated in the southeast.

The postwar recovery plans Ukraine has presented to supporters including the European Union, which it hopes to join, feature a major new commitment to clean energy, even as a controversial proposal on Ukraine’s nuclear plants continues to stir debate.

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