U.S. to work with allies to secure electric vehicle metals


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US EV Battery Minerals Strategy prioritizes critical minerals with allies, lithium and copper sourcing, battery recycling, and domestic processing, leveraging the Development Finance Corporation to strengthen EV supply chains and reduce reliance on China.

 

Key Points

A US plan to secure critical minerals with allies, boost recycling, and expand domestic processing for EV batteries.

✅ DFC financing for allied lithium and copper projects

✅ Battery recycling to diversify critical mineral supply

✅ Domestic processing with strong environmental standards

 

The United States must work with allies to secure the minerals needed for electric vehicle batteries, addressing pressures on cobalt reserves that could influence supply, and process them domestically in light of environmental and other competing interests, the White House said on Tuesday.

The strategy, first reported by Reuters in late May, will include new funding to expand international investments in electric vehicles (EV) metal projects through the U.S. Development Finance Corporation, as well as new efforts to boost supply from EV battery recycling initiatives.

The U.S. has been working to secure minerals from allied countries, including Canada and Finland, with projects such as Alberta lithium development showing potential. The 250-page report outlining policy recommendations mentioned large lithium supplies in Chile and Australia, the world's two largest producers of the white battery metal.

President Joe Biden's administration will also launch a working group to identify where minerals used in EV batteries and other technologies can be produced and processed domestically.

Securing enough copper, lithium and other raw materials to make EV batteries, amid lithium supply concerns heightened by recent disruptions, is a major obstacle to Biden’s aggressive EV adoption plans, with domestic mines facing extensive regulatory hurdles and environmental opposition.

The White House acknowledged China's role as the world's largest processor of EV metals and said it would expand efforts, including a 100% EV tariff on certain imports, to lessen that dependency.

"The United States cannot and does not need to mine and process all critical battery inputs at home. It can and should work with allies and partners to expand global production and to ensure secure global supplies," it said in the report.

The White House also said the Department of the Interior and others agencies will work to identify gaps in mine permitting laws to ensure any new production "meets strong standards" in terms of both the environment and community input.

The report noted Native American opposition to Lithium Americas Corp's (LAC.TO) Thacker Pass lithium project in Nevada, as well as plans by automaker Tesla Inc (TSLA.O) to produce its own lithium.

The steps come after Biden, who has made fighting climate change and competing with China centerpieces of his agenda, ordered a 100-day review of gaps in supply chains in key areas, including EVs.

Democrats are pushing aggressive climate goals, as Canada EV manufacturing accelerates in parallel, to have a majority of U.S.-manufactured cars be electric by 2030 and every car on the road to be electric by 2040.

As part of the recommendations from four executive branch agencies, Biden is being advised to take steps to restore the country's strategic mineral stockpile and expand funding to map the mineral resources available domestically.

Some of those steps would require the support of Congress, where Biden's fellow Democrats have only slim majorities.

The Energy Department already has $17 billion in authority through its Advanced Technology Vehicles Manufacturing Loan program to fund some investments, and is also launching a lithium-battery workforce initiative to build critical skills.

The program’s administrators will focus on financing battery manufacturers and companies that refine, recycle and process critical minerals, the White House said.

 

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California looks to electric vehicles for grid stability

California EV V2G explores bi-directional charging, smart charging, and demand response to enhance grid reliability. CPUC, PG&E, and automakers test incentives aligning charging with solar and wind, helping prevent blackouts and curtailment.

 

Key Points

California EV V2G uses two-way charging and smart incentives to support grid reliability during peak demand.

✅ CPUC studies feasibility, timelines, and cost barriers to V2G

✅ Incentives shift charging to align with solar, wind, off-peak hours

✅ High-cost bidirectional chargers and warranties remain hurdles

 

California energy regulators are eyeing the power stored in electric vehicles as they hunt for ways to avoid blackouts caused by extreme weather.

While few EV and their charging ports are equipped to deliver electricity back into the grid during emergencies, the California Public Utilities Commission wants more data on it as the agency rules on steps utilities must take to ensure they have enough power for this summer and next year. A draft CPUC decision due to be discussed this week asks about the feasibility of reversing the charge when needed (Energywire, March 8).

“Very few [EVs], maybe a couple of thousand at the most, can give power to the grid, and even fewer are connected into a charger that can do it,” said Gil Tal, director of the Plug-in Hybrid & Electric Vehicle Research Center at the University of California, Davis. EVs that feature the ability “have it at a more experimental level.”

The issue arises as California, where about half of all U.S. EVs are purchased, examines what role the vehicles can play in keeping lights on and refrigerators running and how a much bigger grid will support them in the long term. Even if grid operators can’t pull from EV batteries en masse, experts say cash and other incentives can prompt drivers to shift charging times, boosting grid stability.

“What we can do is not charge the electric cars at times of high demand” such as during heat waves, Tal said.

The EV focus comes after California’s grid manager last summer imposed rolling blackouts when power supplies ran short during a record-shattering heat wave. State energy regulators across the U.S., as EVs challenge state grids, are also looking at their disaster preparedness as Texas recovers from a winter storm last month that cut off electricity for more than 4 million homes and businesses there.

California’s EV efforts can help other states as they add more renewable power to their grids, said Adam Langton, energy services manager at BMW of North America.

That automaker ran a pilot program with San Francisco-based utility Pacific Gas & Electric Co. (PG&E) looking at whether money and other incentives could prompt EV drivers to charge their cars at different times. The payments successfully shifted charging to the middle of the night, when wind power often is plentiful. It also moved some repowering to mornings and early afternoons, when there’s abundant solar energy.

“That can be a tool that the utilities can use to deal with supply issues,” Langton said. “What our research has shown is that vehicles can contribute to [conservation] needs and emergency supply by shifting their charging time.”

Such measures can also help states avoid having to curtail solar production on days when there’s more generation than needed. On many bright days, California has more solar power than it can use.

“As more states add more renewable energy, we think that they’re going to find that EVs complement that really well with smart charging, because grid coordination can get that charging to align with the renewable energy,” Langton said. “It allows to add more and more renewable energy.”

High-cost equipment a hurdle
The CPUC at a future workshop plans to collect information on leveraging EVs to head off power shortages at key times.

But Tal said it will probably take a decade to get enough EVs capable of exporting electricity back to utilities “in high numbers that can make an impact on the grid.”

Barriers to reaching such “vehicle to grid” integration are technical and economic, he said. EVs export direct current and need a device on the other side that can convert it to alternating current, similar to a solar power inverter for rooftop panels.

However, the equipment known as a V2G capable charger is costly. It ranges from $4,500 to $5,500, according to a 2017 National Renewable Energy Laboratory report.

PG&E and Los Angeles-based Southern California Edison already have “expressed doubt that short-term measures could be developed in time to expand EV participation by summer 2021” in V2G programs, the draft CPUC proposal said. The utilities suggested instead that the agency encourage EV owners to participate in initiatives where they’d get paid for reducing power consumption or sell electricity back to the grid when needed, known as demand response programs.

Still, almost all major EV automakers are looking at two-directional charging, Tal said.

“The incentive is you can get more value for the car,” he said. “The disincentive is you add more miles in a way on the car,” because an owner would be discharging to the grid and re-charging, and “the battery has limited life.”

And right now, discharging a vehicle to the grid would violate many warranties, he said. Car manufacturers would need to agree to change that and could call for compensation in return.

Meanwhile, San Diego Gas & Electric Co., a Sempra Energy subsidy, plans to launch a pilot looking at delivering power to the grid from electric school buses. The six buses in the pilot transport students in El Cajon, Calif., east of San Diego.

“The buses are perfect because of their big batteries and predictable schedule,” Jessica Packard, SDG&E spokesperson, said in an email. “Ultimately, we hope to scale up and deploy these kinds of innovations throughout our grid in the future.”

She declined to say how much power the buses could deliver because the project isn’t yet operating. It’s set to start later this year.

Mobility needs
While BMW and PG&E did not review vehicle-to-grid power transfers in their own 2017 research ending last year, one study in Delaware did. But it was in a university setting about eight years ago and didn’t look at actual drivers, said Langton with BMW.

In their own findings from the San Francisco Bay Area pilot program, BMW and PG&E found that incentives could quickly change driver behavior in terms of charging.

Technology helps: Most new EVs have timers that allow the driver to control when to charge and when to stop charging. Langton said the pilot program got drivers to have their cars charge from roughly 2 to 6 a.m., when electricity rates typically are lowest.

There can be a lot of solar energy during the day, but in summer, optimum charging times get more complicated in California, he said. People want to run their air conditioners during peak heat hours, so it’s important to be able to get EV drivers to shift to less congested times, he said.

With the right incentives or messaging, Langton said, the pilot persuaded drivers to move charging from 10 a.m. to 2 p.m. or noon to 4 p.m. BMW technology allowed for detailed information on battery charge level, ideal charging times and other EV data to be transmitted electronically after plugging in.

The findings are a good first step toward future vehicle-to-grid integration, Langton added.

“One of the things we really pay attention to when we do smart charging is, ‘How does the driver’s mobility needs figure into shifting their charging?'” he said. “We want to make sure that our customers can always do the driving that they need to do.”

The pilot included safeguards such as an opt-out button if the driver wanted to charge immediately. It also made sure the vehicle had a certain level of minimum charge — 15% to 20% — before the delayed smart charging kicked in.

Vehicle-to-grid technology would need to wrestle with the same concepts in a different way. If a car is getting discharged, the driver would want assurances its battery wouldn’t dip below a level that meets their mobility needs, Langton said.

“If that happened even once to a customer, they would probably not want to participate in these programs in the future,” he said.

One group adding charging stations across the country said it isn’t tweaking pricing based on when drivers charge. That’s to help grow EV purchases, said Robert Barrosa, senior director of sales and marketing at Volkswagen AG subsidiary Electrify America, which operates about 450 charging stations in 45 states.

The company has installed battery storage at more than 100 sites to make sure they can provide power at consistent prices even if California or another state calls for energy conservation.

“It’s very important for vehicle adoption that the customer have that,” Barrosa said.

The company could sell that battery storage back to the grid if there are shortfalls, but some market changes are needed first, particularly in California, he said. That’s because the company buys electricity on the retail side but would be sending it back into the wholesale market.

With that cost differential, Barrosa said, “it doesn’t make sense.”

 

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EV Boom Unexpectedly Benefits All Electricity Customers

Electric Vehicles Lower Electricity Rates by boosting demand, enabling fixed-cost recovery, and encouraging off-peak charging that balances the grid, reduces peaker plant use, and funds utility upgrades, with V2G poised to expand system benefits.

 

Key Points

By boosting off-peak demand and utility revenue, EVs spread fixed costs, cut peaker use, and stabilize the grid.

✅ Off-peak charging flattens load, reducing peaker plant reliance

✅ Higher kWh sales spread fixed grid costs across more users

✅ V2G can supply power during peaks and emergencies

 

Electric vehicles (EVs) are gaining popularity, and it appears they might be offering an unexpected benefit to everyone – including those who don't own an EV.  A new study by the non-profit research group Synapse Energy Economics suggests that the growth of electric cars is actually contributing to lower electricity rates for all ratepayers.


How EVs Contribute to Lower Rates

The study explains several factors driving this surprising trend:

  • Increased Electricity Demand: Electric vehicles require additional electricity, boosting rising electricity demand on the grid.
  • Optimal Charging Times: Many EV owners take advantage of off-peak charging discounts. Charging cars overnight, when electricity demand is typically low, helps to balance state power grids and reduce the need for expensive "peaker" power plants, which are only used to meet occasional spikes in demand.
  • Revenue for Utilities: Electric car charging can generate substantial revenue for utilities, potentially supporting investment in grid improvements, energy storage solutions and renewable energy projects that can bring long-term benefits to all customers.


A Significant Impact

The Synapse Energy Economics study analyzed data from 2011 to 2021 and concluded that EV drivers already contributed over $3 billion more to the grid than their associated costs. That, in turn, reduced monthly electricity bills for all customers.


Benefits May Grow

While the impact on electricity rates has been modest so far, experts anticipate the benefits to grow as EV adoption rates increase. Vehicle-to-grid (V2G) technology, which allows EVs to feed stored power back into the grid during emergencies or high-demand periods, has the potential to further optimize electricity usage patterns and create additional benefits for electric utilities and customers.


National Implications

The findings of this study offer hope to other regions seeking to increase electric vehicle adoption rates and support California's grid stability efforts, which is a key step towards reducing transportation-related greenhouse gas emissions. This news may alleviate concerns about potential electricity rate hikes driven by EV adoption and suggests that the benefits will be broadly shared.


More than Just Environmental Benefits

Electric vehicles bring a clear environmental advantage by reducing reliance on fossil fuels. However, this unexpected economic benefit could further strengthen the case for accelerating the adoption of electric vehicles. This news might encourage policymakers and the public to consider additional incentives or policies, including vehicle-to-building charging approaches, to promote the transition to this cleaner mode of transportation knowing it can yield benefits beyond environmental goals.

 

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Intersolar Europe restart 2021: solar power is becoming increasingly popular in Poland

Poland Solar PV Boom drives record installations, rooftop and utility-scale growth, EU-aligned incentives, net metering, PPAs, and auctions, pushing capacity toward 8.3 GW by 2024 while prosumers, grid upgrades, and energy management expand.

 

Key Points

A rapid expansion of Poland's PV market, driven by incentives, PPAs, and prosumers across rooftop and utility-scale.

✅ 2.2 GW added in 2020, triple 2019, led by small-scale prosumers

✅ Incentives: My Current, Clean Air, Agroenergia, net metering

✅ Growth toward 8.3 GW by 2024; PPAs and auctions scale utility

 

Photovoltaics (PV) is booming in Poland. According to SolarPower Europe, 2.2 gigawatts (GW) of solar power was installed in the country in 2020 - nearly three times as much as the 823 megawatts (MW) installed in 2019. This places Poland fourth across Europe, behind Germany, where a solar power boost has been underway (4.8 GW added in 2020), the Netherlands (2.8 GW) and Spain (2.6 GW). So all eyes in the industry are on the up-and-coming Polish market. The solar industry will come together at Intersolar Europe Restart 2021, taking place from October 6 to 8 at Messe München. As part of The smarter E Europe Restart 2021, manufacturers, suppliers, distributors and service providers will all present their products and innovations at the world's leading exhibition for the solar industry.

All signs point to continued strong growth, with renewables on course to set records across markets. An intermediate, more conservative EU Market Outlook forecast from SolarPower Europe expects the Polish solar market to grow by 35 percent annually, meaning that it will have achieved a PV capacity of 8.3 GW by 2024 as solar reshapes Northern Europe's power prices over the medium term. "PV in Poland is booming at every level - from private and commercial PV rooftop systems to large free-standing installations," says Dr. Stanislaw Pietruszko, President of the Polish Society for Photovoltaics (PV Poland). According to the PV Poland, the number of registered small-scale systems - those under 50 kilowatts (kW) - with an average capacity of 6.5 kilowatts (kW) grew from 155,000 (992 MW) at the end of 2019 to 457,400 (3 GW) by the end of 2020. These small-scale systems account for 75 percent of all PV capacity installed in Poland. Larger PV projects with a capacity of 4 GW have already been approved for grid connection, further attesting to the forecast growth.

8,000 people employed in the PV industry
Andrzej Kazmierski, Deputy Director of the Department for Low-emission Economy within the Polish Ministry of Economic Development, Labour and Technology, explained in the Intersolar Europe webinar "A Rising Star: PV Market Poland" at the end of March 2021 that the PV market volume in Poland currently amounts to 2.2 billion euros, with 8,000 people employed in the industry. According to Kazmierski, the implementation of the Renewable Energy Directive (RED II) in the EU, intended to promote energy communities and collective prosumers as well as long-term power purchase agreements (PPAs), will be a critical challenge, and ongoing Berlin PV barriers debates highlight the importance of regulatory coordination. Renewable energy must be integrated with greater focus into the energy system, and energy management and the grids themselves must be significantly expanded as researchers work to improve solar and wind integration. The government seeks to create a framework for stable market growth as well as to strengthen local value creation.


Government incentive programs in Poland
In addition to drastically reduced PV costs, reinforced by China's rapid PV expansion, and growing environmental consciousness, the Polish PV market is being advanced by an array of government-funded incentive programs such as My Current (230 million euros) and Clean Air as well as thermo-modernization. The incentive program Agroenergia (50 million euros) is specifically geared toward farmers and offers low-interest loans or direct subsidies for the construction of solar installations with capacities between 50 kW and 1 MW. Incentive programs for net metering have been extended to small and medium enterprises to provide stronger support for prosumers. Solar installations producing less than 50 kW benefit from a lower value-added tax of just eight percent (compared to the typical 23 percent). The acquisition and installation costs can be offset against income, in turn reducing income tax.
Government-funded auctions are also used to finance large-scale facilities, where the government selects operators of systems running on renewable energy who offer the lowest electricity price and funds the construction of their facilities. The winner of an auction back in December was an investment project for the construction of a 200 MW solar park in the Pomeranian Voivodeship.


Companies turn to solar power for self-consumption
Furthermore, Poland is now playing host to larger solar projects that do not rely on subsidies, as Europe's demand lifts US equipment makers amid supply shifts, such as a 64 MW solar farm in Witnica being built on the border to Germany whose electricity will be sold to a cement factory via a multi-year power purchase agreement. A new factory in Konin (Wielkopolska Voivodeship) for battery cathode materials to be used in electric cars will be powered with 100-percent renewable electricity. Plus, large companies are increasingly turning to solar power for self-consumption. For example, a leading manufacturer of metal furniture in Suwalki (Podlaskie Voivodeship) in northeastern Poland has recently started meeting its demand using a 2 MW roof-mounted and free-standing installation on the company premises.

 

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American wind power congratulates President-elect Biden on his victory.

American Wind Power Statement on Biden highlights collaboration on renewable energy policy, clean energy jobs, carbon-free power, climate action, and a modern grid to grow the economy while keeping electricity costs low.

 

Key Points

AWEA commits to work with Biden on renewable policy, clean energy jobs, and a carbon-free U.S. grid.

✅ AWEA cites over 120,000 U.S. wind jobs ready to scale

✅ Supports 100% carbon-free power target by mid-century

✅ Aims to keep electricity costs low with renewable policy

 

American wind power congratulates President-elect Biden on his victory. "We look forward to collaborating with his administration and Congress, after pledges to scrap offshore wind in recent years, as we work together to shape a cleaner and more prosperous energy future for America, where wind and solar surpass coal in generation across the country.

The President-elect and his team have laid out an ambitious, comprehensive approach to energy policy that recognizes renewable energy's ability to grow America's economy and create a cleaner environment, as market majority for clean energy becomes a realistic prospect, while keeping electricity costs low and combating the threat of climate change as wind power surges across many regions.

The U.S. wind sector and its growing workforce of over 120,000 Americans stand ready to help put that plan into action and support the Biden administration in delivering on the immense promise of renewable energy to add well-paying jobs to the U.S. economy, with quarter-million wind jobs forecast in coming years, and reach the President-elect's 100% target for a carbon-free America by the middle of this century, alongside a 100% clean electricity by 2035 goal that charts the near-term path." - Tom Kiernan, CEO of the American Wind Energy Association.

 

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Alectra is 'leading the charge' when it comes to electric vehicles

Alectra EV Leadership Award highlights Plug'n Drive and CEA recognition for AlectraDrive, GridExchange, smart charging, and clean energy innovation at the GRE&T Centre, advancing Canadian EV adoption, utility-led programs, rate design, and smart grid integration.

 

Key Points

An award recognizing Alectra Utilities for leading EV programs and clean energy innovation driven by its GRE&T Centre.

✅ Honors utility-led EV programs: AlectraDrive @Work, @Home, GridExchange

✅ Recognizes smart grid, charging, and innovative rate design

✅ Endorsed by Plug'n Drive and CEA; SEPA and Corporate Knights honors

 

Plug'n Drive and the Canadian Electricity Association (CEA) have awarded Alectra Utilities with the 'Tom Mitchell Electric Vehicle Utility Leadership Award' for its programs: AlectraDrive @Work, AlectraDrive @Home, GridExchange, which explores models where EV owners sell power back to the grid, Advantage Power Pricing and York University Electric Bus Simulation Study. All of these initiatives operate out of Alectra's Green Energy & Technology Centre (GRE&T Centre) and align with emerging vehicle-to-grid integration pilots nationwide.

"We appreciate receiving this award from Plug'n Drive and the CEA," said Brian Bentz, President and CEO, Alectra Inc. "The work that the GRE&T Centre does is an important part of our effort to help build a clean energy future and embrace new technologies like EV charging infrastructure and vehicle-to-grid pilots to help our customers."

The Electric Vehicle Awards, now in their sixth year, recognize Ca­nadian car dealerships and electricity utilities that are leaders in the sale and promotion of electric vehicles, from dedicated education efforts like the EV education centre in Toronto to consumer events such as the Quebec Electric Vehicle Show that raise awareness. Electricity utilities are recognized based on the merits and impacts of utility led EV programs and initiatives.

Earlier this year, Alectra was named Public Power Utility of the Year by the Smart Electric Power Alliance (SEPA) and ranked third in Corporate Knights 'Best 50 Corporate Citizens', as Canadian innovators deploy V1G EV chargers that support smart, grid-friendly charging.

 

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Tesla prepares to bring its electric cars to South America

Tesla Chile Market Entry signals EV expansion into South America, with a Santiago country manager, service technicians, and advisors, leveraging lithium supply, competing with BYD, and preparing sales, service, and charging infrastructure.

 

Key Points

Tesla will enter Chile to launch EV sales, service, and charging from Santiago, opening its South America expansion.

✅ Country manager role based in Santiago to lead market launch

✅ Focus on EV sales, service centers, and charging infrastructure

✅ Leverages Chile's lithium ecosystem; competes with BYD

 

Tesla is preparing to bring its electric cars to South America, according to a new job posting in Chile.

It has been just over a decade since Tesla launched the Model S and significantly accelerated EV inflection point in the deployment of electric vehicles around the world.

The automaker has expanded its efforts across North America, where the U.S. EV tipping point has been reached, and most countries in Europe, and it is still gradually expanding in Asia.

But there’s one continent that Tesla hasn’t touched yet: South America, even as global EV adoption raced to two million in five years.

It sounds like it is about to change.

Tesla has started to promote a job posting on LinkedIn for a country manager in Chile, aligning with international moves like UK expansion plans it has signaled.

The country manager is generally the first person hired when Tesla expands in a new market.

The job is going to be based in Santiago, the capital of Chile, where the company is also looking for some Tesla advisors and service technicians.

Chile is an interesting choice for a first entry into the South American market. The Chilean auto market consists of only about 234,000 vehicles sold year-to-date and that’s down 29% versus the previous year.

That’s roughly the number of vehicles sold in Brazil every month.

While the size of the auto market in the country is small, there’s a strong interest for electric vehicles as the EV era arrives ahead of schedule there, which might explain Tesla’s foray.

The country is rich in lithium, a critical material for EV batteries, where lithium supply concerns have also emerged, which has helped create interest for electric vehicles in the country. The government also announced an initiative to allow for only new sales of electric vehicles in the country starting in 2035.

Tesla’s Chinese competitor BYD has set its sight on the South American market by bringing its cheaper China-made EVs to the market, part of a broader Chinese EV push in Europe as well, but now it looks like Tesla is willing to test the market on the higher-end.

 

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