Texas battery rush: Oil state's power woes fuel energy storage boom

US Renewable Energy Capacity 2023 leads new utility-scale additions, with solar, wind, and battery storage surging; EIA data cite tax incentives, lower costs, and smart grid upgrades driving grid reliability and decarbonization.

Key Points

In 2023, renewables dominate new US utility-scale capacity: 54% solar, 7.1 GW wind, 8.6 GW battery storage, per EIA.

✅ 54% of 2023 US additions are solar, a record year

✅ 7.1 GW wind and 8.6 GW batteries expand grid resources

✅ Storage, smart grids, incentives boost reliability and growth

Wind, solar, and batteries make up 82% of 2023’s expected new utility-scale power capacity in the US, highlighting wind power's surge alongside solar and storage, according to the US Energy Information Administration’s (EIA) “Preliminary Monthly Electric Generator Inventory.”

As of January 2023, the US was operating 73.5 gigawatts (GW) of utility-scale solar capacity, which aligns with rising solar generation trends across the US – about 6% of the country’s total.

But solar makes up just over half of new US generating capacity expected to come online in 2023, supported by favourable government plans across key markets. And if it all goes as expected, it will be the most solar capacity added in a single year in the US. It will also be the first year that more than half of US capacity additions are solar, underscoring solar's No. 3 renewable ranking in the U.S. mix.

As of January 2023, 141.3 GW of wind capacity was operating in the US, reflecting wind's status as the most-used renewable nationwide – about 12% of the US total. Another 7.1 GW are planned for 2023. Tax incentives, lower wind turbine construction costs, and new renewable energy targets are spurring the growth. 

And developers also plan to add 8.6 GW of battery storage power capacity to the grid this year, supporting record solar and storage buildouts across the market, and that’s going to double total US battery power capacity.

However, differences in the amount of electricity that different types of power plants can produce mean that wind and solar made up about 17% of the US’s utility-scale capacity in 2021, but produced 12% of electricity, even as renewables surpassed coal nationally in 2022. Solutions such as energy storage, smart grids, and infrastructure development will help bridge that gap.

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Connected Home Energy Technologies integrate solar panels, smart meters, EV charging, battery storage, and IoT energy management to cut costs, optimize demand response, and monitor usage in real time for safer, lower-carbon homes.

Key Points

Devices and systems managing home energy: solar PV, smart meters, EV chargers, and storage to cut costs and emissions.

✅ Real-time visibility via apps, smart meters, and IoT sensors

✅ Integrates solar PV, batteries, and EV charging with the grid

✅ Enables demand response, lower bills, and lower carbon

Driven by advances in tech and the advent of high-speed internet connections, many of us now have easy access to a raft of information about the buildings we live in.

Thanks to the proliferation of hardware and software within the home, this trend shows no sign of letting up and comes in many different forms, from indoor air quality monitors to “smart” doorbells which provide us with visual, real-time notifications when someone is attempting to access our property.

Residential renewable electricity generation is also starting to gain traction, with a growing number of people installing solar panels in the hope of reducing bills and their environmental footprint.

In the U.S. alone, the residential solar market installed 738 megawatts of capacity in the third quarter of 2020, a 14% jump compared to the second quarter, according to a recent report from the Solar Energy Industries Association and Wood Mackenzie.

Earlier this month, California-headquartered SunPower — which specializes in the design, production and delivery of solar panels and systems — announced it was rolling out an app which will enable homeowners to assess and manage their energy generation, usage and battery storage settings with their mobile, as California looks to EVs for grid stability amid broader electrification.

The service will be available to customers using its SunPower Eqiunox system and represents yet another instance of how connected technologies can provide us with valuable information about how buildings operate.

Similar offerings in this increasingly crowded marketplace include so-called “smart” meters, which allow consumers to see how much energy they are using and money they are spending in real time.

Elsewhere products such as Hive, from Centrica, enable users to install a range of connected kit — from plugs and lighting to thermostats and indoor cameras — that can be controlled via an app on their cellphone and, in some cases, their voice. 

Connected car charging
Solar panels represent one way that sustainable tech can be integrated into homes. Other examples include the installation of charging points for electric vehicles, as EV growth challenges state grids in many markets.

With governments around the world looking to phase-out the sale of diesel and gasoline vehicles and encourage consumers to buy electric, and Model 3's utility impact underscoring likely shifts in demand, residential charging systems could become an integral part of the built environment in the years ahead.

Firms offering home-based, connected, charging include Pod Point and BP Pulse. Both of these services include apps which provide data such as how much energy has been used, the cost of charging and charge history.  

Another firm, Wallbox, recently announced it was launching its first electric vehicle charger for North American homes.

The company, which is based in Spain, said the system was compatible with all types of electric vehicles, would allow customers to schedule charges, and could be voice-controlled through Google Assistant and Amazon Alexa, while mobile energy storage promises added flexibility for strained grids.

Away from the private sector, governments are also making efforts to encourage the development of home charging infrastructure.

Over the weekend, U.K. authorities said the Electric Vehicle Homecharge Scheme — which gives drivers as much as £350 (around $487) toward a charging system — would be extended and expanded, targeting those who live in leasehold and rented properties, even as UK grid capacity for EVs remains under scrutiny.

Mike Hawes, chief executive of the Society of Motor Manufacturers and Traders, described the government’s announcement as “welcome and a step in the right direction.”

“As we race towards the phase out of sales of new petrol and diesel cars and vans by 2030, we need to accelerate the expansion of the electric vehicle charging network, and proper grid management can ensure EVs are accommodated at scale,” he added.

“An electric vehicle revolution will need the home and workplace installations this announcement will encourage, but also a massive increase in on-street public charging and rapid charge points on our strategic road network.”

Change afoot, but challenges ahead
As attempts to decarbonize buildings and society ramp up, the way our homes look and function could be on the cusp of quite a big shift.

“Grid-connected home generation technologies such as solar electric panels will be important in the shift to a 100% renewable electricity grid, but decarbonising the electricity supply is only one part of the transition,” Peter Tyldesley, chief executive of the Centre for Alternative Technology, told CNBC via email.

With reference to Britain, Tyldesley went on to explain how his organization envisaged “just under 10% of electricity in a future zero carbon society coming from solar PV, utilising 15-20% of … U.K. roof area.” This, he said, compared to over 75% of electricity coming from wind power. 

Heating, Tyldesley went on to state, represented “the bigger challenge.”

“To decarbonise the U.K.’s housing stock at the scale and speed needed to get to zero carbon, we’ll need to refurbish possibly a million houses every year for the next few decades to improve their insulation and airtightness and to install heat pumps or other non-fossil fuel heating,” he said.

“To do this, we urgently need a co-ordinated national programme with a commitment to multi-year government investment,” he added.

On the subject of buildings becoming increasingly connected, providing us with a huge amount of data about how they function, Tyldesley sought to highlight some of the opportunities this could create. 

“Studies of the roll out of smart metering technology have shown that consumers use less energy when they are able to monitor their consumption in real time, so this kind of technology can be a useful part of behaviour change programmes when combined with other forms of support for home efficiency improvements,” he said.

“The roll out of smart appliances can go one step further — responding to signals from the grid and, through vehicle-to-grid power, helping to shift consumption away from peak times towards periods when more renewable energy is available,” he added.

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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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Oneida Energy Storage Project, a 250 MW lithium-ion battery in Haldimand County, enhances Ontario's clean energy capacity, grid reliability, and peak demand management, developed with Six Nations partners and private-public collaboration.

Key Points

A 250 MW lithium-ion battery in Ontario storing power to stabilize the grid and deliver clean electricity.

✅ 250 MW lithium-ion grid-scale battery in Haldimand County

✅ Developed with Six Nations, Northland Power, NRStor, Aecon

✅ Enhances grid reliability, peak shaving, emissions reduction

The Ontario government announced it is working to build Canada's largest electricity battery storage project in Haldimand County, part of Ontario's push into energy storage amid a looming supply crunch. Ontario Premier Doug Ford and Deputy Prime Minister Chrystia Freeland made the announcement in Ohsweken, Ont.

The 250-megawatt Oneida Energy storage project is being developed in partnership with the Six Nations of the Grand River Development Corporation, Northland Power, NRStor and Aecon Group.

The Ontario government announced on Friday it is working to build Canada's largest electricity battery storage project in Haldimand County.

On Friday, Ontario Premier Doug Ford and Deputy Prime Minister Chrystia Freeland made the announcement in Ohsweken, Ont.

The 250-megawatt Oneida Energy storage project is being developed in partnership with the Six Nations of the Grand River Development Corporation, Northland Power, NRStor and Aecon Group.

“It will more than double the province's energy storage resources and provide enough electricity to power a city approximately the size of Oshawa,” said Ford, noting Ontario's growing battery storage expansion across the grid.

“We need to continue to find ways to keep our energy clean and green,” said Ford, including initiatives like the Hydrogen Innovation Fund to spur innovation.

The federal government said they are providing a further $50 million in funding, coinciding with national investments such as the B.C. battery plant to scale capacity.

The premier said the project will begin operating in 2025 and will more than double the amount of clean energy storage.

Officials with the Six Nations said they have invested in the project that will provide economic returns and 97 per cent of the construction workforce to build it.

"This project is an example of what is possible when private and public companies, multiple levels of government, and their agencies work alongside a progressive Indigenous partner in pursuit of innovative solutions,” said Matt Jamieson, President and CEO of Six nations of the Grand River Development Corporation. “As with all our development efforts, we have studied the project to ensure it aligns with our community values, we are confident the outcome will create ratepayer savings, and move us closer to a Net Zero future for our coming generations."

According to the province, it has directed the independent electricity system operator to enter into a 20-year contract for this project with a goal to grow the province's clean energy supply, alongside transmission efforts like the Lake Erie Connector to enhance reliability.

The province said the Oneida Energy storage project is expected to reduce emissions by between 2.2 to 4.1 million tonnes, the equivalent to taking up to 40,000 cars off the road.

The project will use large scale lithium batteries, with regional supply bolstered by the Niagara battery plant, to store surplus energy from the power grid then feed it back into the system when it’s needed.

“Power that is generated and it can’t be utilized, this system will help harness that, store it for a period of time, and it will maximize value for the rate payer,” said Jamieson.

Jamieson said he is proud that the Six Nations is a founding developer in the project.

The facility will not actually be in Six Nations. It will be near the community of Jarvis in Haldimand County.
For Six Nationals elected Chief Mark Hill, it’s a major win as Ontario's EV sector grows with the Oakville EV deal and related projects.

“We want to continue to be a driver. We want to show Canada that we can also be a part of green solution,” Hill said.

But Hill admitted the Six Nations Community remains deeply divided over a number of longstanding issues.

“We still have a lot of internal affairs within our own community that we have to deal with. I think it’s really time once and for all to come together and figure this out,” said Hill.

The traditional leadership said they were left out of the decision making.

“No voice of ours was even heard today in that building,” said Deyohowe:to, the chief of the Cayuga Snipe Clan.

According to the Cayuga Snipe Clan, consultation with the Haudenasauene council is required for this type of development but they said it didn't happen.

“We’ve never heard of this before. No one came to the community and said this was going to happen and for the community we are not going to let that happen,” said Deyohowe:to.

The Six Nations Development Corporation said it did reach out to the Haudenosaunee chiefs and sent multiple letters in 2021 inviting them to participate.

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

Key Points

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

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

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

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

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

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

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

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

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

Plug-in car sales in France – September 2023

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

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

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

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

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

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

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

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

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East-West Power Transmission Grid links provinces via hydroelectric interconnects, clean energy exports, and reliable grid infrastructure, requiring federal funding, multibillion-dollar transmission lines, and coordinated planning across Manitoba, Saskatchewan, Ontario, and Newfoundland.

Key Points

A proposed interprovincial grid to share hydro power, improve reliability, and cut emissions with federal funding.

✅ Hydroelectric exports from Manitoba to prairie and eastern provinces

✅ New interconnects and transmission lines require federal funding

✅ Enhances grid reliability and supports coal phase-out

Manitoba's energy minister is recharging the idea of building an east-west power transmission grid and says the federal government needs to help.

Cliff Cullen told the Energy Council of Canada's western conference on Tuesday that Manitoba has "a really clean resource that we're ready to share with our neighbours" as new hydro generation projects, including new turbines come online.

"This is a really important time to have that discussion about the reliability of energy and how we can work together to make that happen," said Cullen, minister of growth, enterprise and trade.

"And, clearly, an important component of that is the transmission side of it. We've been focused on transmission ... north and south, and we haven't had that dialogue about east-west."

Most hydro-producing provinces currently focus on exports to the United States, though transmission constraints can limit incremental deliveries.

Saskatchewan Energy Minister Dustin Duncan said his province, which relies heavily on coal-fired electricity plants, could be interested in getting electricity from Manitoba, even as a Manitoba Hydro warning highlights limits on serving new energy-intensive customers.

"They're big projects. They're multibillion-dollar projects," Duncan said after speaking on a panel with Cullen and Alberta Energy Minister Margaret McCuaig-Boyd.

"Even trying to do the interconnects to the transmission grid, I don't think they're as easy or as maybe low cost as we would just imagine, just hooking up some power lines across the border. It takes much more work than that."

Cullen said there's a lot of work to do on building east-west transmission lines if provinces are going to buy and sell electricity from each other. He suggested that money is a key factor.

"Each province has done their own thing in terms of transmission within their jurisdiction and we have to have that dialogue about how that interconnectivity is going to work. And these things don't happen overnight," he said.

"Hopefully the federal government will be at the table to have a look at that, because it's a fundamental expense, a capital expense, to connect our provinces."

The 2016 federal budget said significant investment in Canada's electricity sector will be needed over the next 20 years to replace aging infrastructure and meet growing demand for electricity, with Manitoba's demand potentially doubling over that period.

The budget allocated $2.5 million over two years to Natural Resources Canada for regional talks and studies to identify the most promising electricity infrastructure projects.

In April, the government told The Canadian Press that Natural Resources Canada has been talking with ministry representatives and electric utilities in the western and Atlantic provinces.

The idea of developing an east-west transmission grid has long been talked about as a way to bring energy reliability to Canadians.

At their annual meeting in 2007, Canada's premiers supported development and enhancement of transmission facilities across the country, although the premiers fell short of a firm commitment to an east-west energy grid.

Manitoba, Ontario and Newfoundland and Labrador are the most vocal proponents of east-west transmission, even as Quebec's electricity ambitions have reopened old wounds in Newfoundland and Labrador.

Manitoba and Newfoundland want the grid because of the potential to develop additional exports of hydro power, while Ontario sees the grid as an answer to its growing power needs.

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