Elon Musk says cheaper, more powerful electric vehicle batteries are 3 years off

Biden Impact on Canadian Energy Exports highlights shifts in trade policy, tariffs, carbon pricing, and Keystone XL, with implications for aluminum, softwood lumber, electricity trade, fracking limits, and small modular nuclear reactors.

Key Points

How Biden-era trade, climate rules, and tariffs may reshape Canadian energy and exports.

✅ Reduced tariff volatility and friendlier trade policy toward allies

✅ Climate alignment: carbon pricing, clean power, cross-border electricity

✅ Potential gains for oil, gas, aluminum, and softwood lumber exporters

There is little doubt among industry associations, the Conference Board of Canada and C.D. Howe Institute that a Joe Biden White House will be better for Canadian resource and energy exporters – even Alberta’s beleaguered oil industry, despite Biden’s promise to kill the Keystone XL pipeline.

The consensus among industry observers in the lead-up to the November 3 U.S. presidential election was that a re-elected Donald Trump would become even more pugnacious on trade and protectionism, putting electricity exports at risk for Canadian utilities, which would be bad for Canadian exporters. The Justin Trudeau government would likely come under increased pressure to lower Canadian business taxes to compete with Trump’s low-tax climate.

“A Joe Biden victory would likely lead to higher taxes for both corporations and wealthy Americans to help pay down the gigantic fiscal deficit that is currently running at plus-US$5 trillion,” the conference board concluded in a recent analysis.

On trade and tariffs, the conference board said: “Many but not all of these ongoing trade disputes would wither away under a Joe Biden administration. He would likely run a broad trade policy favouring strategic allies like Canada.

While Canadian industries like forestry and aluminum smelting benefited from strong demand and prices in the U.S. under Trump, the forced renegotiation of the North American Free Trade Agreement failed end tariffs and duties on things like softwood lumber and aluminum ingots, even as Canadians backed tariffs on energy and minerals during the dispute.

The uncertainty over trade issues, and Trump’s tax cuts, which made Canada’s tax regime less competitive, have contributed to a period of low business investment in Canada during Trump's presidency.

“For Canada, we’ve seen a period, since this administration has been in power, where investment has eroded steadily,” conference board chief economist Pedro Antunes said. “We are not doing well at all, in terms of private capital investment in Canada.”

Alberta’s oil industry has been hit particularly hard, with a slew of divestments by big energy giants, and cancellations of major projects, like the $20 billion Frontier oilsands project, scrubbed by Teck Resources.

While domestic policies and global market forces are partly to blame for falling investments in Canada’s oil and gas sector, up until the pandemic hit, investment in oil and gas increased significantly in the U.S., while declining in Canada, during Trump’s first term.

Biden is also expected to level the playing field with respect to climate change policies. Canadian industries pay carbon taxes and face regulations that their counterparts in the U.S. don’t. That has disadvantaged energy-intensive, trade-exposed industries like mines and pulp mills in Canada.

“With Biden in office, Canada will once again have a partner at the federal level in the states in the transition to a decarbonized economy,” said Josha MacNab, national policy director for the Pembina Institute.

Biden’s policies might also favour importing aluminum, cross-laminated timber, fuel cells and other lower-carbon products and commodities from Canada.

At least one observer believes that Canada’s oil and gas sector might benefit more from a Biden White House, despite Biden’s pledge to kill the Keystone XL pipeline.

“I think Joe Biden could be very good for Alberta,” Christopher Sands, director of the Wilson International Center’s Canada Institute, said in a recent discussion hosted by the C.D. Howe Institute.

Sands added that the presidential permit Biden has promised to tear up on the Keystone XL pipeline project is a construction permit, not an operating permit.

“The segment of that pipeline that crosses the U.S.-Canada border, which is the only place that the presidential permit applies, has been built,” Sands said. “So I think that’s somewhat of an empty threat.”

He added that, if Biden bans fracking on federal lands, as he has promised, and implements other restrictions that make it more costly for American oil and gas producers, it might increase the demand for Canadian oil and gas in the U.S. The demand would be highest in the U.S. Midwest, which depends largely on Marcellus Shale production, notably in Pennsylvania, and Western Canada for its oil and gas.

One of the Canadian industries directly affected by the Trump administration was aluminum smelting, which is relevant for B.C. because Rio Tinto plc’s Kitimat smelter exports aluminum to the U.S.

Jean Simard, president of the Aluminum Association of Canada, said one of Trump’s legacies was the reactivation of a little-used mechanism – Section 232 of the Trade Expansion Act – to hit Canada and other countries, notably China, with import tariffs.

The 10 per cent tariffs on aluminum cost Canadian aluminum producers US$15 million in the month of August alone, Simard said.

The Trump administration eventually exempted Canadian aluminum exports from the tariffs, then reintroduced them, and then, one week before the election, exempted them again.

These on-again, off-again tariff threats create tremendous uncertainty, not just for Canadian producers, but also for U.S. buyers. That kind of uncertainty is likely to ease under a Biden presidency.

Simard said Biden’s track record suggests he is well-disposed towards Canada and less confrontational with allies and trade partners in general, and some in Washington have called for a stronger U.S.-Canada energy partnership as well.

Meanwhile, softwood lumber tariffs have been imposed by Democrats and Republicans alike. But there are compelling reasons for ending the Canada-U.S. softwood lumber war.

Home renovation and repair in the United States has done surprisingly well during the pandemic.

As a result of sawmill curtailments in the U.S. due to pandemic restrictions and high demand for lumber in the U.S. housing sector, North American lumbers prices broke records this summer, soaring as high as US$900 per thousand board feet.

“It shows that there’s very strong demand for our product,” said Susan Yurkovich, president of the Council of Forest Industries.

Ultimately, the duties Canadian lumber exporters pay are passed on to U.S. consumers.

Sands said Biden’s climate action pledges, including a clean electricity standard, could increase opportunities for trading electricity between Canada in the U.S., as the U.S. increasingly looks to Canada for green power, and could also be good for Canadian nuclear power technology.

Strong climate change policies necessarily result in an increased demand for low-carbon electricity, and advancing clean grids, which Canada has in abundance, thanks to both hydro and nuclear power.

“[Biden] does share the desire to act on climate change, but unlike some of his fellow party members who are more signed on to a Green New Deal, he’s open to pragmatic solutions that might get the job done quickly and efficiently,” Sands said.

“This is a huge opportunity for small, modular nuclear reactors, and Atomic Energy Canada has some great designs. There’s a real opportunity for a nuclear revival.” 

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Canada Solar Capacity Outlook 2022-2050 projects 500 MW new PV in 2022 and 35 GW by 2050, driven by renewables policy, grid parity, NREL analysis, IEA-PVPS data, and competitive utility-scale photovoltaic costs.

Key Points

An evidence-based forecast of Canadian PV additions to 35 GW by 2050, reflecting policy, costs, and grid parity trends.

✅ 500 MW PV expected in 2022; cumulative capacity near 5 GW

✅ NREL outlook sees 35 GW by 2050 on cost competitiveness

✅ Policy shifts, ITCs, coal retirements accelerate solar uptake

Canada is set to install 500 MW of new solar in 2022, bringing its total capacity to about 5 GW, according to data from Canmet Energy, even as the Netherlands outpaces Canada in solar power generation. The country is expected to hit 35 GW of total solar capacity by 2050.

Canada’s cumulative solar capacity is set to hit 5 GW by the end of this year, according to figures from the federal government’s Canmet Energy lab. The country is expected to add around 500 MW of new solar capacity, from 944 MW last year, according to the International Energy Agency Photovoltaic Power Systems Programme (IEA-PVPS), which recently published a report on PV applications in Canada, even as solar demand lags in Canada.

“If we look at the recent averages, Canada has installed around 500 MW annually. I expect in 2022 it will be at least 500 MW,” said Yves Poissant, research manager at Canmet Energy. “Last year it was 944 MW, mainly because of a 465 MW centralized PV power plant installed in Alberta, where the Prairie Provinces are expected to lead national renewable growth.”

The US National Renewable Energy Laboratory (NREL) studied renewables integration and concluded that Canada’s cumulative solar capacity will increase sevenfold to 35 GW by 2050, driven by cost competitiveness and that zero-emissions by 2035 is achievable according to complementary studies.

Canada now produces 80% of its electricity from power sources other than oil. Hydroelectricity leads the mix at 60%, followed by nuclear at 15%, wind at 7%, gas and coal at 7%, and PV at just 1%. While the government aims to increase the share of green electricity to 90% by 2030 and 100% by 2050, zero-emission electricity by 2035 is considered practical and profitable, yet it has not set any specific goals for PV. Each Canadian province and territory is left to determine its own targets.

“Without comprehensive pan-Canadian policy framework with annual capacity targets, PV installation in the coming years will likely continue to be highly variable across the provinces and territories, especially after Ontario scrapped a clean energy program, which scaled back growth projections. Further policies mechanisms are needed to allow PV to reach its full potential,” the IEA-PVPS said.

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Canada recently introduced investment tax credits for renewables to compete with the United States, but it is still far from being a solar powerhouse, with some experts calling it a solar laggard today. That said, the landscape has started to change in the past five years.

“Some laws have been put in place to retire coal plants by 2025. That led to new opportunities to install capacity,” said Poissant. “We expect the newly installed capacity will consist mostly of wind, but also solar.”

The cost of solar has become more competitive and the residential sector is now close to grid parity, according to Poissant. For utility-scale projects, old hydroelectric dams are still considerably cheaper than solar, but newly built installations are now more expensive than solar.

“Starting 2030, solar PV will be cost competitive compared to wind,” Poissant said.

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Nova Scotia’s West Wind Clean Energy Project aims to harness offshore wind power to deliver renewable electricity, expand transmission infrastructure, and position Canada as a global leader in sustainable energy generation.

What is West Wind Clean Energy?

The West Wind Clean Energy Project is Nova Scotia’s $60-billion offshore wind initiative to generate up to 66 GW of clean electricity for Canada’s growing energy needs.

✅ Harnesses offshore wind resources for renewable power generation

✅ Expands grid and transmission infrastructure for clean energy exports

✅ Supports Canada’s transition to a sustainable, low-carbon economy

Nova Scotia has launched one of the most ambitious clean energy projects in Canadian history — a $60-billion plan to build 66 gigawatts (GW) of offshore wind capacity, as countries like the UK expand offshore wind, capable of meeting up to 27 per cent of the nation’s total electricity demand.

Premier Tim Houston unveiled the project, called West Wind, in June, positioning it as a cornerstone of Canada’s broader energy transition and aligning it with Prime Minister Mark Carney’s goal of making the country both a clean energy and conventional energy superpower. Three months later, Carney announced a slate of “nation-building” infrastructure projects the federal government would fast-track. While West Wind was not on the initial list, it was included in a second tier of high-potential proposals still under development.

The plan’s scale is unprecedented for Canada’s offshore energy industry, as organizations like Marine Renewables Canada pivot toward offshore wind to accelerate growth. However, enormous logistical, financial, and market challenges remain. Turbines will not be in the water for years, and the global offshore wind industry itself is facing one of its most difficult periods in over a decade.

“Right now is probably the worst time in 15 years to launch a project like this,” said an executive at a Canadian energy company who requested anonymity. “It’s not Nova Scotia’s fault. It’s just really bad timing.” He pointed to failed offshore wind auctions in Europe, rising costs, and policy reversals in the United States as troubling signals for investors, even as New York’s largest offshore wind project moved ahead this year. “You can’t build the wind and hope the lines come later. You have to build both — together.”

Indeed, transmission infrastructure is emerging as the project’s biggest obstacle. Nova Scotia’s local electricity demand is limited, meaning most of the power would need to be sold to markets in Ontario, Quebec, and New England. Of the $60 billion budgeted for West Wind, $40 billion is allocated to generation, and $20 billion to new transmission — massive sums that require close federal-provincial coordination and long-term investment planning.

Despite the economic headwinds, advocates argue that West Wind could transform Atlantic Canada’s energy landscape and strengthen national energy security, building on recent tidal power investments in Nova Scotia. Peter Nicholson, chair of the Canadian Climate Institute and author of Catching the Wind: How Atlantic Canada Can Become an Energy Superpower, believes the project could redefine Nova Scotia’s role in Canada’s energy transition.

“It’s very well understood where the world is headed,” Nicholson said, noting that wind power is becoming increasingly competitive worldwide. “We’re moving toward an electrical future that’s cleanly generated for economic, environmental, and security reasons. But for that to happen, the economics have to work.” He added that the official “nation-building” designation could give Nova Scotia “a seat at the table” with major utilities in other provinces.

The governments of Canada and Nova Scotia recently issued a notice of strategic direction to the Canada–Nova Scotia Offshore Energy Regulator, aligning with Ottawa’s plan to regulate offshore wind as it begins a prequalification process and designs a call for bids later this year. The initial round will cover just 3 GW of capacity — smaller than the originally envisioned 5 GW — but officials describe it as a first step in a multi-decade plan.

While timing and economics remain uncertain, supporters insist the long-term potential of offshore wind in Nova Scotia is too significant to ignore. As global demand for clean electricity grows and offshore wind moves toward a trillion-dollar global market, they argue, West Wind could help secure Canada’s place as a renewable energy leader — if government and industry can find a way to make the numbers work.

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Vehicle-to-Home (V2H) Power enables EVs to act as backup generators and home batteries, using bidirectional charging, inverters, and rooftop solar to cut energy costs, stabilize the grid, and provide resilient, outage-proof electricity.

Key Points

Vehicle-to-Home (V2H) Power lets EV batteries run household circuits via bidirectional charging and an inverter.

✅ Cuts energy bills using solar, time-of-use rates, and storage

✅ Provides resilient backup during outages, storms, and blackouts

✅ Enables grid services via V2G/V2H with smart chargers

When the power went out at Nate Graham’s New Mexico home last year, his family huddled around a fireplace in the cold and dark. Even the gas furnace was out, with no electricity for the fan. After failing to coax enough heat from the wood-burning fireplace, Graham’s wife and two children decamped for the comfort of a relative’s house until electricity returned two days later.

The next time the power failed, Graham was prepared. He had a power strip and a $150 inverter, a device that converts direct current from batteries into the alternating current needed to run appliances, hooked up to his new Chevy Bolt, an electric vehicle. The Bolt’s battery powered his refrigerator, lights and other crucial devices with ease. As the rest of his neighborhood outside Albuquerque languished in darkness, Graham’s family life continued virtually unchanged. “It was a complete game changer making power outages a nonissue,” says Graham, 35, a manager at a software company. “It lasted a day-and-a-half, but it could have gone much longer.”

Today, Graham primarily powers his home appliances with rooftop solar panels and, when the power goes out, his Chevy Bolt. He has cut his monthly energy bill from about $220 to $8 per month. “I’m not a rich person, but it was relatively easy,” says Graham “You wind up in a magical position with no [natural] gas, no oil and no gasoline bill.”

Graham is a preview of what some automakers are now promising anyone with an EV: An enormous home battery on wheels that can reverse the flow of electricity to power the entire home through the main electric panel.

Beyond serving as an emissions-free backup generator, the EV has the potential of revolutionizing the car’s role in American society, with California grid programs piloting vehicle-to-grid uses, transforming it from an enabler of a carbon-intensive existence into a key step in the nation’s transition into renewable energy.

Home solar panels had already been chipping away at the United States’ centralized power system, forcing utilities to make electricity transfer a two-way street. More recently, home batteries have allowed households with solar arrays to become energy traders, recharging when electricity prices are low, replacing grid power when prices are high, and then sell electricity back to the grid for a profit during peak hours.

But batteries are expensive. Using EVs makes this kind of home setup cheaper and a real possibility for more Americans as the American EV boom accelerates nationwide.

So there may be a time, perhaps soon, when your car not only gets you from point A to point B, but also serves as the hub of your personal power plant.

I looked into new vehicles and hardware to answer the most common questions about how to power your home (and the grid) with your car.

Why power your home with an EV battery

America’s grid is not in good shape. Prices are up and reliability is down, and many state power grids face new challenges from rising EV adoption. Since 2000, the number of major outages has risen from less than two dozen to more than 180 per year, based on federal data, the Wall Street Journal reports. The average utility customer in 2020 endured about eight hours of power interruptions, double the previous decade.

Utilities’ relationship with their customers is set to get even rockier. Residential electricity prices, which have risen 21 percent since 2008, are predicted to keep climbing as utilities spend more than $1 trillion upgrading infrastructure, erecting transmission lines for renewable energy and protecting against extreme weather, even though grids can handle EV loads with proper management and planning.

U.S. homeowners, increasingly, are opting out. About 8 percent of them have installed solar panels. An increasing number are adding home batteries from companies such as LG, Tesla and Panasonic. These are essentially banks of battery cells, similar to those in your laptop, capable of storing energy and discharging electricity.

EnergySage, a renewable energy marketplace, says two-thirds of its customers now request battery quotes when soliciting bids for home solar panels, and about 15 percent install them. This setup allows homeowners to declare (at least partial) independence from the grid by storing and consuming solar power overnight, as well as supplying electricity during outages.

But it doesn’t come cheap. The average home consumes about 20 kilowatt-hours per day, a measure of energy over time. That works out to about $15,000 for enough batteries on your wall to ensure a full day of backup power (although the net cost is lower after incentives and other potential savings).

How an EV battery can power your home

Ford changed how customers saw their trucks when it rolled out a hybrid version of the F-150, says Ryan O’Gorman of Ford’s energy services program. The truck doubles as a generator sporting as many as 11 outlets spread around the vehicle, including a 240-volt outlet typically used for appliances like clothes dryers. During disasters like the 2021 ice storm that left millions of Texans without electricity, Ford dealers lent out their hybrid F-150s as home generators, showing how mobile energy storage can bring new flexibility during outages.

The Lightning, the fully electric version of the F-150, takes the next step by offering home backup power. Under each Lightning sits a massive 98 kWh to 131 kWh battery pack. That’s enough energy, Ford estimates, to power a home for three days (10 days if rationing). “The vehicle has an immense amount of power to move that much metal down the road at 80 mph,” says O’Gorman.

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First Glasgow Electric Buses will transform the Caledonia depot with 160 charging points, zero-emission operations, grid upgrades, and rapid charging, supported by Transport Scotland funding and Alexander Dennis manufacturing for cleaner urban routes by 2023.

Key Points

Electric single-deckers at Caledonia depot with 160 chargers and upgrades, delivering zero-emission service by 2023

✅ 160 charging points; 4-hour rapid recharge capability

✅ Grid upgrades to power a fleet equal to a 10,000-person town

✅ Supported by Transport Scotland; built by Alexander Dennis

First Bus will install 160 charging points and replace half its fleet with electric buses at its Caledonia depot in Glasgow.

The programme is expected to be completed in 2023, similar to Metro Vancouver's battery-electric rollout milestones, with the first 22 buses arriving by autumn.

Charging the full fleet will use the same electricity as it takes to power a town of 10,000 people.

The scale of the project means changes are needed to the power grid, a challenge highlighted in global e-bus adoption analysis, to accommodate the extra demand.

First Glasgow managing director Andrew Jarvis told BBC Scotland: "We've got to play our part in society in changing how we all live and work. A big part of that is emissions from vehicles.

"Transport is stubbornly high in terms of emissions and bus companies need to play their part, and are playing their part, in that zero emission journey."

First Bus currently operates 337 buses out of its largest depot with another four sites across Glasgow.

The new buses will be built by Alexander Dennis at its manufacturing sites in Falkirk and Scarborough.

The transition requires a £35.6m investment by First with electric buses costing almost double the £225,000 bill for a single decker running on diesel.

But the company says maintenance and running costs, as seen in St. Albert's electric fleet results, are then much lower.

The buses can run on urban routes for 16 hours, similar to Edmonton's first e-bus performance, and be rapidly recharged in just four hours.

This is a big investment which the company wouldn't be able to achieve on its own.

Government grants only cover 75% of the difference between the price of a diesel and an electric bus, similar to support for B.C. electric school buses programmes, so it's still a good bit more expensive for them.

But they know they have to do it as a social responsibility, and large-scale initiatives like US school bus conversions show the direction of travel, and because the requirements for using Low Emissions Zones are likely to become stricter.

The SNP manifesto committed to electrifying half of Scotland's 4,000 or so buses within two years.

Some are questioning whether that's even achievable in the timescale, though TTC's large e-bus fleet offers lessons, given the electricity grid changes that would be necessary for charging.

But it's a commitment that environmental groups will certainly hold them to.

Transport Scotland is providing £28.1m of funding to First Bus as part of the Scottish government's commitment to electrify half of Scotland's buses in the first two years of the parliamentary term.

Net Zero Secretary Michael Matheson said: "It's absolute critical that we decarbonise our transport system and what we have set out are very ambitious plans of how we go about doing that.

"We've set out a target to make sure that we decarbonise as many of the bus fleets across Scotland as possible, at least half of it over the course of the next couple of years, and we'll set out our plans later on this year of how we'll drive that forward."

Transport is the single biggest source of greenhouse gas emissions in Scotland which are responsible for accelerating climate change.

In 2018 the sector was responsible for 31% of the country's net emissions.

Electric bus
First Glasgow has been trialling two electric buses since January 2020.

Driver Sally Smillie said they had gone down well with passengers because they were much quieter than diesel buses.

She added: "In the beginning it was strange for them not hearing them coming but they adapt very easily and they check now.

"It's a lot more comfortable. You're not feeling a gear change and the braking's smoother. I think they're great buses to drive."

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BC Hydro Vehicle-to-Grid Pilot enables EVs to deliver V2G power, using bidirectional charging to provide grid services, clean energy resilience, and emergency power for microgrids, critical infrastructure, and storm response.

Key Points

BC Hydro's V2G pilot uses parked EVs as mobile batteries, supplying bidirectional power to the grid for resilience.

✅ Medium- and heavy-duty EV integration via 60 kW charger

✅ Supports critical infrastructure and storm response

✅ Cleaner, faster alternative to diesel generators

BC Hydro has unveiled an innovative pilot project designed to enable electric vehicles (EVs) to contribute electricity back to the power grid, with some owners able to sell electricity back to the grid through managed programs, effectively transforming these vehicles into mobile energy storage units that function as capacity on wheels for the electricity system.

The utility company recently announced the successful trial of the vehicle-to-grid program, allowing for the transfer of electricity from the batteries of medium- and heavy-duty EVs back to the electrical grid. This surplus electricity can be utilized in various ways, including supporting emergency response efforts by energizing critical infrastructure and to power buildings during natural disasters or major storms. It offers a cleaner, faster, and more flexible alternative to conventional methods like the use of diesel generators.

BC Hydro's President and CEO, Chris O'Riley, highlighted the significance of this initiative, stating, "The average car is parked 95 per cent of the time, and with the evolution of technology solutions like vehicle-to-grid, stationary vehicles hold the potential to become mobile batteries, powered by clean and affordable electricity."

The successful test was conducted using a Lion Electric school bus provided by Lynch Bus Lines, which was connected to a 60-kilowatt charger, illustrating BC Hydro's rollout of faster electric vehicle charging across the province. BC Hydro pointed out that the typical bus battery holds 66 kilowatts of electricity, sufficient to power 24 single-family homes with electric heating for two hours. Therefore, if 1,000 of these buses were converted to electric power, they could collectively supply electricity to 24,000 homes for two hours.

This groundbreaking project is a collaborative effort between BC Hydro, Powertech, and Coast to Coast Experience, with funding support from the provincial government amid study findings that B.C. may need to double its power output to meet transport electrification.

While this pilot marks the first of its kind in Canada, similar technology has already been successfully implemented in Europe and the United States, including California's efforts to leverage EVs for grid stability that offer promising potential for enhancing the energy landscape and sustainability in the region.

Separately, Nova Scotia Power plans to pilot electric vehicle to grid integration in Atlantic Canada, underscoring growing national interest in V2G approaches.

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