Ukraine sees new virtue in wind power: It's harder to destroy


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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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UK Electric Vehicle Sales Surge to Record High

UK electric vehicle sales reached a record high in September, with battery and hybrid cars making up over half of new registrations. SMMT credits carmaker discounts, new models, and a £3,750 EV grant for driving strong demand across the UK market.

 

Why are UK Electric Vehicle Sales Surging to a Record High?

UK electric vehicle sales are surging to a record high because automakers are offering major discounts, more models are available than ever, and the government’s new £3,750 EV grant is making electric cars more affordable and appealing to both fleets and private buyers.

✅ BEV sales up nearly one-third in September

✅ Over half of all new cars are now electrified

✅ £3,750 EV grants boost consumer confidence

 

Electric vehicle (EV) sales in the United Kingdom reached a record high last month, marking a significant milestone in the country’s transition to cleaner transportation. According to the latest figures from the Society of Motor Manufacturers and Traders (SMMT), sales of pure battery electric vehicles (BEVs) surged by nearly one-third to 72,779 units in September, while plug-in hybrid registrations grew even faster.

The combined total of fully electric and hybrid vehicles accounted for more than half of all new car registrations, underscoring the growing appeal of electrified transport, alongside global EV market growth, among both businesses and private consumers. In total, 312,887 new vehicles were registered across the country — the strongest September performance since 2020, according to SMMT data.

SMMT chief executive Mike Hawes said the surge in electrified vehicle sales showed that “electrified vehicles are powering market growth after a sluggish summer.” He credited carmaker incentives, a wider choice of models, and government support for helping accelerate adoption, though U.S. EV market share dipped in Q1 2024 by comparison. “Industry investment in electric vehicles is paying off,” Hawes added, even as he acknowledged that “consumer demand still trails ambition.”

The UK government’s new electric car grant scheme has played a significant role in the rebound. The program offers buyers discounts of up to £3,750 on eligible EVs priced under £37,000. So far, more than 20,000 motorists have benefited, with 36 models approved for reductions of at least £1,500. Participating manufacturers include Ford, Toyota, Vauxhall, and Citroën.

Ian Plummer, chief commercial officer at Autotrader, said the grant had given a “real lift to the market,” echoing fuel-crisis EV inquiry surge in the UK. He noted that “since July, enquiries for new electric vehicles on Autotrader are up by almost 50%. For models eligible for the grant, interest has more than doubled.”

While the majority of BEVs — about 71.4% — were purchased by companies and fleets, the number of private buyers has also been increasing. Zero-emission vehicles now account for more than one in five (22.1%) new car registrations so far in 2025, similar to France’s 20% EV share record, highlighting the growing mainstream appeal of electric mobility.

The surge comes amid a challenging backdrop for the automotive sector, even as U.S. EV sales soared into 2024 across the Atlantic. The UK car industry is still reeling from the effects of US trade tariffs and recent disruptions, such as Jaguar Land Rover’s production shutdown following a cyberattack. Despite these hurdles, the strong September figures have boosted confidence in the industry’s recovery trajectory, and EU EV share grew during lockdown months offers precedent for resilience.

Among individual models, the Kia Sportage, Ford Puma, and Nissan Qashqai led overall sales, while two Chinese vehicles — the Jaecoo 7 and BYD Seal U — entered the top ten, reflecting China’s growing footprint in the UK market. Analysts say the arrival of competitively priced Chinese EVs could further intensify competition and drive prices lower for consumers.

With electrified vehicles now dominating new registrations and fresh government incentives in place, industry observers believe the UK is gaining momentum toward its long-term net-zero goals. The challenge, however, remains converting business fleet enthusiasm into sustained private-buyer confidence through affordable models, with UK consumer price concerns still a factor, reliable charging infrastructure, and continued policy support.

 

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US Electric Vehicle Momentum Slows as Globe Surges

US electric vehicle momentum is slowing as tax credits expire, tariffs increase costs, and interest rates rise, while Europe and China accelerate EV adoption through stronger incentives, enhanced charging infrastructure, and growth in battery manufacturing.

 

Why has US Electric Vehicle Momentum Slowed as Globe Surges?

US electric vehicle momentum has slowed due to expiring subsidies, rising costs, and global competition from faster-moving markets.

✅ End of federal tax credits weakened buyer demand

✅ Tariffs and high interest rates raised EV prices

✅ Europe and China expanded incentives and infrastructure

 

You could be forgiven for thinking that electric cars might finally be gaining momentum in the United States. Last year, battery-powered vehicle sales topped 1.2 million—more than five times the number sold just four years earlier, amid an early-2024 EV surge in deliveries. Hybrid sales tripled over the same period, and in August, battery cars accounted for 10 percent of all new vehicle sales, a record high according to S&P Global Mobility.

Major automakers, including General Motors, Ford, and Tesla, reported record electric-vehicle deliveries this quarter, a rare bright spot in an industry still contending with high interest rates, inflation, and tariffs, and a sign the age of electric cars is arriving.

Yet analysts warn the apparent boom may be short-lived, noting a market share dip in early 2024 that could foreshadow slower growth. Much of the recent surge was driven by buyers rushing to take advantage of a federal subsidy worth up to $7,500 per vehicle—a credit that expired at the end of September. Without it, automakers expect demand to dip sharply.

"It's going to be a vibrant industry, but it's going to be smaller, way smaller than we thought," Ford CEO Jim Farley said Tuesday. General Motors’ CFO Paul Jacobson echoed that concern: "I expect that EV demand is going to drop off pretty precipitously," he told a conference last month.

Even with those gains, the US—still the world’s second-largest car market—remains a laggard compared with global peers, where global EV adoption has accelerated rapidly. Electric and hybrid vehicles accounted for nearly 30 percent of new sales in the UK last year and approximately one in five across Europe. In China, electric models accounted for almost half of all car sales in 2023 and are expected to become the majority this year, according to the International Energy Agency.

Analysts say policy differences largely explain the gap. Other regions have offered stronger incentives, stricter emissions rules, and more aggressive trade-in programs. President Joe Biden tried to close the gap, tightening emissions standards, offering loans for EV investments, and spending billions on charging networks while expanding the $7,500 credit. His goal was to have half of all US vehicle sales be electric by 2030.

Supporters argue that such measures are crucial to keeping American carmakers competitive with Chinese and European manufacturers. But former President Donald Trump, who recently dismissed climate change as a "con job," has vowed to roll back many of those initiatives, echoing arguments that the EV revolution is overstated by proponents. "We're saying ... you're not going to be forced to make all of those cars," Trump said this summer, while signing a bill to strike down California’s plan to phase out gasoline-only car sales by 2035. "You can make them, but it'll be by the market, judged by the market."

Although EVs have become cheaper, they still cost more than comparable gasoline models, and sales remain behind gas cars in most segments. The average US electric car sold for approximately $57,000 in August, which is roughly 16 percent higher than the overall average, according to Kelley Blue Book.

Chinese EV giants such as BYD have been blocked from the US market by tariffs supported by both Biden and Trump, further limiting price competition. Automakers now face the twin challenges of rising tariffs and disappearing subsidies.

"It would have been difficult enough if all you had to deal with were new tariffs, but with new tariffs and the incentive going away, there are two impacts," said Stephanie Brinley of S&P Global Mobility.

Researchers warn that the policy shift could further reduce EV investment. "It's a big hit to the EV industry—there's no tiptoeing around it," said Katherine Yusko of the American Security Project. "The subsidies were initially a way to level the playing field, and now that they're gone, the US has a lot of ground to make up."

Still, Brinley urged caution before declaring the race lost, even as some argue EVs have hit an inflection point in adoption. "Is [electric] really the right thing?" she asked. "Saying that we're behind assumes that this is the only and best solution, and I think it's a little early to say that."

 

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EV owners can access more rebates for home, workplace charging

CleanBC Go Electric EV Charger Rebate empowers British Columbia condos, apartments, and workplaces with Level 2 charging infrastructure, ZEV adoption support, and stackable rebates aligned with the CleanBC Roadmap 2030 and municipal top-up incentives.

 

Key Points

A provincial program funding up to 50% of EV charger costs for condos, apartments, and workplaces across B.C.

✅ Up to 50% back, max $2,000 per eligible Level 2 charger

✅ EV Ready plans fund building upgrades for future charging

✅ Free advisor support: up to 5 hours for condos and workplaces

 

British Columbians wanting to charge their electric vehicles (EVs) at their condominium building or their place of work can access further funding through EV charger rebates to help buy and install EV chargers through CleanBC’s Go Electric EV Charger Rebate program.

“To better support British Columbians living in condominiums and apartments, we’re offering rebates to make more buildings EV ready,” said Bruce Ralston, Minister of Energy, Mines and Low Carbon Innovation. “With the highest uptake rates of EV adoption in North America, we want to make sure that more people supporting our transition to a low-carbon economy have easy access to charging infrastructure.”

The Province’s CleanBC Go Electric EV Charger Rebate program is receiving $10 million as part of Budget 2021 to help with the upfront costs that come with EVs. Condominiums, apartments and workplaces that purchase and install eligible EV chargers can receive a rebate up to 50% of costs to a maximum of $2,000 per charger. Customers who take advantage of the EV Charger Rebate may have access to top up rebates through participating municipalities and local governments.

“People in British Columbia are switching to electric vehicles in record numbers as part of the transition to a cleaner, better transportation system,” said George Heyman, Minister of Environment and Climate Change Strategy. “We are building on that progress and accelerating positive change through the CleanBC Roadmap. We’re making it more affordable to own an electric vehicle and charging station, with incentives for zero-emission vehicles, so people can improve their driving experience with no air and climate pollution, and lower fuel and maintenance costs overall.”

The strata council for a condo building in Vancouver’s Olympic Village neighbourhood made use of the EV Ready program, as well as new legislation easing strata EV installs and federal support to upgrade their building’s electrical infrastructure. The strata council worked together to first determine, through a load review, if there was enough incoming power to support a level 2 charger for every owner. Once this was determined, the strata’s chosen electrical contractor went to work with the base installation, as well as individual chargers for owners who ordered them. The strata council also ensured a charger was installed in the guest parking.

“The majority of owners in our building came together and gave our strata council approval to make the necessary updates to the building’s infrastructure to support electric vehicle charging where we live,” said Jim Bayles, vice-president of strata council. “While upgrading the electrical and installing the EV chargers was something we were going ahead with anyway, we were pleased to receive quick support from the Province through their CleanBC program as well as from the federal government.”

CleanBC’s EV Ready option supports the adoption of EV infrastructure at apartment and condominium buildings. EV Ready provides rebates for the development of EV Ready plans, a strategy for buildings supported by professionals to retrofit a condo with chargers and make at least one parking space per unit EV ready, and the installation of electrical modifications and upgrades needed to support widespread future access to EV charging for residents.

Up to five hours of free support services from an EV charging station adviser are available through the EV Charger Rebate program for condominiums, apartments and workplaces that need help moving from idea to installation.

Single-family homes, including duplexes and townhouses, can get a rebate of up to 50% of purchase and installation costs of an eligible EV charger to a maximum of $350 through the EV Charger Rebate program.

The Province is providing a range of rebates through its CleanBC Go Electric programs and building out the fast-charging network to ensure the increasing demand for EVs is supported. B.C. has one of the largest public-charging networks in Canada, including the BC's Electric Highway initiative, with more than 2,500 public charging stations throughout the province.

The CleanBC Go Electric EV Charger Rebate program aligns with the recently released CleanBC Roadmap to 2030. Announced on Oct. 25, 2021, the CleanBC Roadmap to 2030 details a range of expanded actions to expand EV charging and accelerate the transition to a net-zero future and achieve B.C.’s legislated greenhouse gas emissions targets.

CleanBC is a pathway to a more prosperous, balanced and sustainable future. It supports government’s commitment to climate action to meet B.C.’s emission targets and build a cleaner, stronger economy for everyone.

Quick Facts:

  • The CleanBC Go Electric EV Charger Rebate program provides a convenient single point of service for provincial and any local government rebates.
  • EV adviser services for multi-unit residential buildings and workplaces are available through Plug In BC.
  • British Columbia is leading the country in transitioning to EVs, even as a B.C. Hydro 'bottleneck' forecast highlights infrastructure needs, with more than 60,000 light-duty EVs on the road.
  • British Columbia was the first place in the world to have a 100% ZEV law and is leading North America in uptake rates of EVs at nearly 10% of new sales in 2020 – five years ahead of the original target.
  • The CleanBC Roadmap to 2030 commits B.C. to adjusting its ZEV Act to require automakers to meet an escalating annual percentage of new light-duty ZEV sales and leases, reaching 26% of light-duty vehicle sales by 2026, 90% by 2030 and 100% by 2035.

 

Learn More:

To learn more about home and workplace EV charging station rebates, eligibility and application processes, including the EV Ready program, visit: https://goelectricbc.gov.bc.ca/

To learn more about EV advisor services, visit: https://pluginbc.ca/ev-advisor-service/

To learn more about the suite of CleanBC Go Electric programming, visit: www.gov.bc.ca/zeroemissionvehicles

To learn more about the CleanBC Roadmap to 2030, visit: https://cleanbc.gov.bc.ca/

 

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Europe must catch up with Asian countries on hydrogen fuel cells - report

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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How France aims to discourage buying of Chinese EVs

France EV Bonus Eligibility Rules prioritize lifecycle carbon footprint, manufacturing emissions, battery sourcing, and transport impacts, reshaping electric car incentives and excluding many China-made EVs while aiming for WTO-compliant, low-emission industrial policy.

 

Key Points

France's EV bonus rules score lifecycle emissions to favor low-carbon models and limit incentives for China-made EVs.

✅ Scores energy, assembly, transport, and battery criteria

✅ Likely excludes China-made EVs with coal-heavy production

✅ Aims to align incentives with WTO-compliant climate goals

 

France has published new eligibility rules for electric car incentives to exclude EVs made in China, even though carmakers in Europe do not have more affordable rival models on the French market.


WHY IS FRANCE REVISING ITS EV BONUS ELIGIBILITY RULES?
The French government currently offers buyers a cash incentive of between 5,000 and 7,000 euros in cash for eligible models to get more electric cars on the road, at a total cost of 1 billion euros ($1.07 billion) per year.

However, in the absence of cheap European-made EVs, a third of all incentives are going to consumers buying EVs made in China, a French finance ministry source said. The trend has helped spur a Chinese EV push into Europe and a growing competitive gap with domestic producers.

The scheme will be revamped from Dec. 15 to take into account the carbon emitted in a model's manufacturing process.

President Emmanuel Macron and government ministers have made little secret that they want to make sure French state cash is not benefiting Chinese carmakers.


WHAT DO THE NEW RULES DO?
Under the new rules, car models will be scored against government-set thresholds for the amount of energy used to make their materials, in their assembly and transport to market, as well as what type of battery the vehicle has.

Because Chinese industry generally relies heavily on coal-generated electricity, the criteria are likely to put the bonus out of Chinese carmakers' reach.

The government, which is to publish in December the names of models meeting the new standards, says that the criteria are compliant with WTO rules because exemptions are allowed for health and environmental reasons, and similar Canada EV sales regulations are advancing as well.


WILL IT DO ANYTHING?
With Chinese cars estimated to cost 20% less than European-made competitors, the bonus could make a difference for vehicles with a price tag of less than 25,000 euros, amid an accelerating global transition to EVs that is reshaping price expectations.

But French car buyers will have to wait because Stellantis' (STLAM.MI) Slovakia-made e-C3 city car and Renault's (RENA.PA) France-made R5 are not due to hit the market until 2024.

Nonetheless, many EVs made in China will remain competitive even without the cash incentive, reflecting projections that within a decade many drivers could be in EVs.

With a starting price of 30,000 euros, SAIC group's (600104.SS) MG4 will be less expensive than Renault's equivalent Megane compact car, which starts at 38,000 euros - or 33,000 euros with a 5,000-euro incentive.

Since its 46,000-euro starting price is just below the 47,000-euro price threshold for the bonus, Tesla's (TSLA.O) Y model - one of the best selling electric vehicles in France - could in theory also be impacted by the new rules for vehicles made in China.

S&P Global Mobility analyst Lorraine Morard said that even if most Chinese cars are ineligible for the bonus they would probably get 7-8% of France's electric car market next year, even as the EU's EV share continues to rise, instead of 10% otherwise.

 

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Biden's proposed tenfold increase in solar power would remake the U.S. electricity system

US Solar Power 2050 Target projects 45% electricity from solar, advancing decarbonization with clean energy, wind, nuclear, hydropower, hydrogen, and scalable energy storage, while modernizing the grid and transmission to cut emissions and create jobs.

 

Key Points

A goal for solar to supply ~45% of US electricity by 2050, backed by energy storage and other low-carbon generation.

✅ Requires 1,050-1,570 GW solar and matching storage capacity

✅ Utility-scale buildout uses ~10M acres; rooftop 10-20% of capacity

✅ Complemented by wind, nuclear, hydropower, hydrogen, and flexible turbines

 

President Joe Biden has called for major clean energy investments as a way to curb climate change and generate jobs. On Sept. 8, 2021, the White House released a report produced by the U.S. Department of Energy that found that solar power could generate up to 45% of the U.S. electricity supply by 2050, compared to less than 4% today, with about 3% in 2020 noted by industry observers. The Conversation asked Joshua D. Rhodes, an energy technology and policy researcher at the University of Texas at Austin, what it would take to meet this target.

Why such a heavy focus on solar power? Doesn’t a low-carbon future require many types of clean energy, even though wind and solar could meet about 80% of demand according to some research?
The Energy Department’s Solar Futures Study lays out three future pathways for the U.S. grid: business as usual; decarbonization, meaning a massive shift to low-carbon and carbon-free energy sources; and decarbonization with economy-wide electrification of activities that are powered now by fossil fuels.

It concludes that the latter two scenarios would require approximately 1,050-1,570 gigawatts of solar power, which would meet about 44%-45% of expected electricity demand in 2050, even as renewables approach one-fourth of U.S. generation in the near term. For perspective, one gigawatt of generating capacity is equivalent to about 3.1 million solar panels or 364 large-scale wind turbines.

The rest would come mostly from a mix of other low- or zero-carbon sources, including wind, nuclear, hydropower, biopower, geothermal and combustion turbines run on zero-carbon synthetic fuels such as hydrogen. Energy storage capacity – systems such as large installations of high-capacity batteries – would also expand at roughly the same rate as solar, with record growth in solar and storage anticipated by industry in coming years.

One advantage solar power has over many other low-carbon technologies is that most of the U.S. has lots of sunshine. Wind, hydropower and geothermal resources aren’t so evenly distributed: There are large zones where these resources are poor or nonexistent.

Relying more heavily on region-specific technologies would mean developing them extremely densely where they are most abundant. It also would require building more high-voltage transmission lines to move that energy over long distances, which could increase costs and draw opposition from landowners – a key reason the grid isn't yet 100% renewable according to experts – in many regions.

Is generating 45% of U.S. electricity from solar power by 2050 feasible?
I think it would be technically possible but not easy. It would require an accelerated and sustained deployment far larger than what the U.S. has achieved so far, even as the cost of solar panels has fallen dramatically, and wind, solar and batteries are 82% of the utility-scale pipeline across the country. Some regions have attained this rate of growth, albeit from low starting points and usually not for long periods.

The Solar Futures Study estimates that producing 45% of the nation’s electricity from solar power by 2050 would require deploying about 1,600 gigawatts of solar generation. That’s a 1,450% increase from the 103 gigawatts that are installed in the U.S. today, even as wind and solar trend toward 30% of U.S. electricity in some outlooks. For perspective, there are currently about 1,200 gigawatts of electricity generation capacity of all types on the U.S. power grid.

The report assumes that 10%-20% of this new solar capacity would be deployed on homes and businesses. The rest would be large utility-scale deployments, mostly solar panels, plus some large-scale solar thermal systems that use mirrors to reflect the sun to a central tower.

Assuming that utility-scale solar power requires roughly 8 acres per megawatt, this expansion would require approximately 10.2 million to 11.5 million acres. That’s an area roughly as big as Massachusetts and New Jersey combined, although it’s less than 0.5% of total U.S. land mass.

I think goals like these are worth setting, but are good to reevaluate over time to make sure they represent the most prudent path.

 

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