Renewables Projected to Soon Be One-Fourth of US Electricity Generation


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U.S. Renewable Energy Forecast 2024 will see wind and solar power surpass one-fourth of electricity generation, EIA projects, as coal declines, natural gas dips, and clean energy capacity, grid integration, and policy incentives expand.

 

Key Points

EIA outlook: renewables at 26% of U.S. power in 2024, led by wind and solar as coal declines and gas share dips.

✅ Wind and solar hit 18% combined, surpassing coal's 17%.

✅ Natural gas dips to 37% as demand rebounds modestly.

✅ Coal plant closures accelerate amid costs, emissions, and age.

 

Renewable energy is poised to reach a milestone, after a record 28% in April this year, as a new government report projects that wind, solar and other renewable sources will exceed one-fourth of the country’s electricity generation for the first time, in 2024.

This is one of the many takeaways from the federal government’s Short Term Energy Outlook, a monthly report whose new edition is the first to include a forecast for 2024. The report’s authors in the Energy Information Administration are expecting renewables to increase in market share, while natural gas and coal would both decrease.

From 2023 to 2024, renewables would rise from 24 percent to 26 percent of U.S. electricity generation; coal’s share would drop from 18 percent to 17 percent; gas would remain the leader but drop from 38 percent to 37 percent; and nuclear would be unchanged at 19 percent.

It was a big deal in 2020 when generation from renewables passed coal for the first time in 130 years over a full year. Coal made a comeback in 2021 and then retreated again in 2022 as renewables surpassed coal in generation. The ups and downs were largely the result of fluctuations in electricity demand during and then after the Covid-19 pandemic.

The new report indicates that coal doesn’t have another comeback in the works. This fuel, which was the country’s leading electricity source less than a decade ago, is declining as many coal-fired power plants are old and economically uncompetitive. Coal plants continue to close, and developers aren’t building new ones because of concerns about high costs and emissions, a trend underscored when renewables became the second-most prevalent source in 2020 across the U.S.

The growth in renewable energy is coming from wind and solar power, with wind responsible for about one-third of the growth and solar accounting for two-thirds, the report says, and combined output from wind and solar has already exceeded nuclear for the first time in the U.S. Other renewable sources, like hydropower and biomass, would be flat.

In fact, the growth of wind and solar is projected to be so swift that the combination of just those two sources would be 18 percent of the U.S. total by 2024, which would surpass coal’s 17 percent.

A key variable is overall electricity consumption. EIA is projecting that this will fall 1 percent in 2023 compared to 2022, due a mild summer. Then, consumption will increase 1 percent in 2024.

If demand was rising more, then natural gas power would likely gain market share because of gas power plants’ ability to vary their output as needed to respond to changes in demand.

I asked Eric Gimon, a senior fellow at the think tank Energy Innovation, what he thinks of these latest numbers.

He said wind and solar have gotten so big that it almost makes sense to track them as their own categories as opposed to lumping them into the larger category of renewables. He expects that the government will do this sometime soon.

Also, he thinks the projected increases for wind and solar, while substantial, are still smaller than those resources are likely to grow.

“My experience over the last 10 years is that the EIA tends to have flattish forecasts,” he said, meaning the federal office has underestimated the actual growth.

Some energy analysts have criticized EIA for being slow to recognize the growth of renewables. But much of the criticism is about the Annual Energy Outlook, which has numbers going out to mid-century, even as the U.S. is moving toward 30% from wind and solar by the end of the decade. The Short Term Energy Outlook, with numbers going one year into the future, has been more reliable.

Gimon said EIA is “kind of like your conservative uncle” in its forecasts, so it’s notable that the office expects to see a significant uptick in wind and solar.

Even so, he thinks the latest Short Term Energy Outlook should be read as the lower end of the range of potential increase for wind and solar.

For him to be right, the wind and solar industries will need to figure out solutions to the challenges they’ve been having in obtaining parts; they will need to make progress in dealing with local opposition to many projects and in having enough interstate power lines to deliver the electricity. And, new policies like the Inflation Reduction Act will need to have their desired effect of encouraging projects through the use of tax incentives.

It’s not much of a stretch to imagine that clean energy industries will make some progress on all of those fronts.

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The government's 2035 electric vehicle mandate is delusional

Canada 2035 Zero-Emission Vehicle Mandate sets EV sales targets, raising concerns over affordability, battery materials like lithium and copper, charging infrastructure, grid capacity, renewable energy mix, and policy impacts across provinces.

 

Key Points

Mandate makes all new light-duty vehicles zero-emission by 2035, affecting costs, charging, and electric grid planning.

✅ 100% ZEV sales target for cars, SUVs, light trucks by 2035

✅ Cost pressures from lithium, copper, nickel; EVs remain pricey

✅ Grid, charging build-out needed; impacts vary by provincial mix

 

Whether or not you want one, can afford one or think they will do essentially nothing to stop global warming, electric vehicles are coming to Canada en masse. This week, the Canadian government set 2035 as the “mandatory target” for the sale of zero-emission SUVs and light-duty trucks as part of ambitious EV goals announced by Ottawa.

That means the sale of gasoline and diesel cars has to stop by then. Transport Minister Omar Alghabra called the target “a must.” The previous target was 2040.

It is a highly aspirational plan that verges on the delusional according to skeptics of an EV revolution who argue its scale is overstated, even if it earns Canada – a perennial laggard on the emission-reduction front – a few points at climate conferences. Herewith, a few reasons why the plan may be unworkable, unfair or less green than advertised.

Liberals say by 2035 all new cars, light-duty trucks sold in Canada will be electric, as Ottawa develops EV sales regulations to implement the mandate.

Parkland to roll out electric-vehicle charging network in B.C. and Alberta

Sticker shock: There is a reason why EVs remain niche products in almost every market in the world (the notable exception is in wealthy Norway): They are bloody expensive and often in short supply in many markets. Unless EV prices drop dramatically in the next decade, Ottawa’s announcement will price the poor out of the car market. Transportation costs are a big issue with the unrich. The 2018 gilets jaunes mass protests in France were triggered by rising fuel costs.

While some EVs are getting cheaper, even the least expensive ones are about double the price of a comparable product with an internal combustion engine. Most EVs are luxury items. The market leader in Canada and the United States is Tesla. In Canada the cheapest Tesla, the Model 3 (“standard range plus” version), costs $49,000 before adding options and subtracting any government purchase incentives. A high-end Model S can set you back $170,000.

To be sure, prices will come down as production volumes increase. But the price decline might be slow for the simple reason that the cost of all the materials needed to make an EV – copper, cobalt, lithium, nickel among them – is climbing sharply and may keep climbing as production increases, straining supply lines.

Lithium prices have doubled since November. Copper has almost doubled in the past year. An EV contains five times more copper than a regular car. Glencore, one of the biggest mining companies, estimated that copper production needs to increase by a million tonnes a year until 2050 to meet the rising demand for EVs and wind turbines, a daunting task given the dearth of new mining projects.

Will EVs be as cheap as gas cars in a decade or so? Impossible to say, but given the recent price trends for raw materials, probably not.

Not so green: There is no such thing as a zero-emission vehicle, even if that’s the label used by governments to describe battery-powered cars. So think twice if you are buying an EV purely to paint yourself green, as research finds they are not a silver bullet for climate change.

In regions in Canada and elsewhere in the world that produce a lot of electricity from fossil-fuel plants, driving an EV merely shifts the output of greenhouse gases and pollutants from the vehicle itself to the generating plant (according to recent estimates, about 18% of Canada’s electricity comes from coal, natural gas and oil; in the United States, 60 per cent).

An EV might make sense in Quebec, where almost all the electricity comes from renewable sources and policymakers push EV dominance across the market. An EV makes little sense in Saskatchewan, where only 17 per cent comes from renewables – the rest from fossil fuels. In Alberta, only 8 per cent comes from renewables.

The EV supply chain is also energy-intensive. And speaking of the environment, recycling or disposing of millions of toxic car batteries is bound to be a grubby process.

Where’s the juice?: Since the roofs of most homes in Canada and other parts of the world are not covered in solar panels, plugging in an EV to recharge the battery means plugging into the electrical grid. What if millions of cars get plugged in at once on a hot day, when everyone is running air conditioners?

The next few decades could emerge as an epic energy battle between power-hungry air conditioners, whose demand is rising as summer temperatures rise, and EVs. The strain of millions of AC units running at once in the summer of 2020 during California’s run of record-high temperatures pushed the state into rolling blackouts. A few days ago, Alberta’s electricity system operator asked Albertans not to plug in their EVs because air conditioner use was straining the electricity supply.

According to the MIT Technology Review, rising incomes, populations and temperatures will triple the number of air conditioners used worldwide, to six billion, by mid-century. How will any warm country have enough power to recharge EVs and run air conditioners at the same time? The Canadian government didn’t say in its news release on the 2035 EV mandate. Will it fund the construction of new fleets of power stations?

The wrong government policy: The government’s announcement made it clear that widespread EV use – more cars – is central to its climate policy. Why not fewer cars and more public transportation? Cities don’t need more cars, no matter the propulsion system. They need electrified buses, subways and trains powered by renewable energy. But the idea of making cities more livable while reducing emissions is apparently an alien concept to this government.

 

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California's Looming Green New Car Wreck

California Gas Car Ban 2035 signals a shift to electric vehicles, raising grid reliability concerns, charging demand, and renewable energy challenges across solar, wind, and storage, amid rolling blackouts and carbon-free power mandates.

 

Key Points

An order ending new gasoline car sales by 2035 in California, accelerating EV adoption and pressuring the power grid.

✅ 25% EV fleet could add 232.5 GWh/day charging demand by 2040

✅ Solar and wind intermittency strains nighttime home charging

✅ Grid upgrades, storage, and load management become critical

 

On September 23, California Gov. Gavin Newsom issued an executive order that will ban the sale of gasoline-powered cars in the Golden State by 2035. Ignoring the hard lessons of this past summer, when California’s solar- and wind-reliant electric grid underwent rolling blackouts, Newsom now adds a huge new burden to the grid in the form of electric vehicle charging, underscoring the need for a much bigger grid to meet demand. If California officials follow through and enforce Newsom’s order, the result will be a green new car version of a train wreck.

In parallel, the state is moving on fleet transitions, allowing electric school buses only from 2035, which further adds to charging demand.

Let’s run some numbers. According to Statista, there are more than 15 million vehicles registered in California. Per the U.S. Department of Energy, there are only 256,000 electric vehicles registered in the state—just 1.7 percent of all vehicles, a share that will challenge state power grids as adoption grows.

Using the Tesla Model3 mid-range model as a baseline for an electric car, you’ll need to use about 62 kilowatt-hours (KWh) of power to charge a standard range Model 3 battery to full capacity. It will take about eight hours to fully charge it at home using the standard Tesla NEMA 14-50 charger, a routine that has prompted questions about whether EVs could crash the grid by households statewide.

Now, let’s assume that by 2040, five years after the mandate takes effect, also assuming no major increase in the number of total vehicles, California manages to increase the number of electric vehicles to 25 percent of the total vehicles in the state. If each vehicle needs an average of 62 kilowatt-hours for a full charge, then the total charging power required daily would be 3,750,000 x 62 KWh, which equals 232,500,000 KWh, or 232.5 gigawatt-hours (GWh) daily.

Utility-scale California solar electric generation according to the energy.ca.gov puts utility-scale solar generation at about 30,000 GWh per year currently. Divide that by 365 days and we get 80 GWh/day, predicted to double, to 160 GWh /day. Even if we add homeowner rooftop solar, and falling prices for solar and home batteries in the wake of blackouts, about half the utility-scale, at 40 GWh/day we come up to 200 GW/h per day, still 32 GWh short of the charging demand for a 25% electric car fleet in California. Even if rooftop solar doubles by 2040, we are at break-even, with 240GWh of production during the day.

Bottom-line, under the most optimistic best-case scenario, where solar operates at 100% of rated capacity (it seldom does), it would take every single bit of the 2040 utility-scale solar and rooftop capacity just to charge the cars during the day. That leaves nothing left for air conditioning, appliances, lighting, etc. It would all go to charging the cars, and that’s during the day when solar production peaks.

But there’s a much bigger problem. Even a grade-schooler can figure out that solar energy doesn’t work at night, when most electric vehicles will be charging at homes, even as some officials look to EVs for grid stability through vehicle-to-grid strategies. So, where does Newsom think all this extra electric power is going to come from?

The wind? Wind power lags even further behind solar power. According to energy.gov, as of 2019, California had installed just 5.9 gigawatts of wind power generating capacity. This is because you need large amounts of land for wind farms, and not every place is suitable for high-return wind power.

In 2040, to keep the lights on with 25 percent of all vehicles in California being electric, while maintaining the state mandate requiring all the state’s electricity to come from carbon-free resources by 2045, California would have to blanket the entire state with solar and wind farms. It’s an impossible scenario. And the problem of intermittent power and rolling blackouts would become much worse.

And it isn’t just me saying this. The U.S. Environmental Protection Agency (EPA) agrees. In a letter sent by EPA Administrator Andrew Wheeler to Gavin Newsom on September 28, Wheeler wrote:

“[It] begs the question of how you expect to run an electric car fleet that will come with significant increases in electricity demand, when you can’t even keep the lights on today.

“The truth is that if the state were driving 100 percent electric vehicles today, the state would be dealing with even worse power shortages than the ones that have already caused a series of otherwise preventable environmental and public health consequences.”


California’s green new car wreck looms large on the horizon. Worse, can you imagine electric car owners’ nightmares when California power companies shut off the power for safety reasons during fire season? Try evacuating in your electric car when it has a dead battery.

Gavin Newsom’s “no more gasoline cars sold by 2035” edict isn’t practical, sustainable, or sensible, much like the 2035 EV mandate in Canada has been criticized by some observers. But isn’t that what we’ve come to expect with any and all of these Green New Deal-lite schemes?

 

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Spread of Electric Cars Sparks Fights for Control Over Charging

Utility-Controlled EV Charging shapes who builds charging stations as utilities, regulators, and private networks compete over infrastructure, grid upgrades, and pricing, impacting ratepayers, competition, and EV adoption across states seeking cleaner transport.

 

Key Points

Utility-controlled EV charging is utilities building charging networks affecting rates, competition and grid costs.

✅ Regulated investment may raise rates before broader savings.

✅ Private firms warn monopolies stifle competition and innovation.

✅ Regulators balance access, equity, and grid upgrade needs.

 

Electric vehicles are widely seen as the automobile industry’s future, but a battle is unfolding in states across America over who should control the charging stations that could gradually replace fuel pumps.

From Exelon Corp. to Southern California Edison, utilities have sought regulatory approval to invest millions of dollars in upgrading their infrastructure as state power grids adapt to increased charging demand, and, in some cases, to own and operate chargers.

The proposals are sparking concerns from consumer advocates about higher electric rates and oil companies about subsidizing rivals. They are also drawing opposition from startups that say the successors to gas stations should be open to private-sector competition, not controlled by monopoly utilities.

That debate is playing out in regulatory commissions throughout the U.S. as states and utilities promote wider adoption of electric vehicles. At stake are charging infrastructure investments expected to total more than $13 billion over the next five years, as an American EV boom accelerates, according to energy consulting firm Wood Mackenzie. That would cover roughly 3.2 million charging outlets.

Calvin Butler Jr., who leads Exelon’s utilities business, said many states have grown more open to the idea of utilities becoming bigger players in charging as electric vehicles have struggled to take off in the U.S., where they make up only around 2% of new car sales.

“When the utilities are engaged, there’s quicker adoption because the infrastructure is there,” he said.

Major auto makers including General Motors Co. and Ford Motor Co. are accelerating production of electric vehicles, and models like Tesla’s Model 3 are shaping utility planning, and a number of states have set ambitious EV goals—most recently California, which aims to ban the sale of new gasoline-powered cars by 2035. But a patchy charging-station network remains a huge impediment to mass EV adoption.

Democratic presidential candidate Joe Biden has called for building more than 500,000 new public charging outlets in a decade as part of his plan to combat climate change, amid Biden’s push to electrify the transportation sector. But exactly how that would happen is unclear. The U.S. currently has fewer than 100,000 public outlets, according to the Energy Department. President Trump, who has weakened federal tailpipe emissions targets, hasn’t put forward an electric-vehicle charging plan, though he backed a 2019 transportation bill that would have provided $1 billion in grants to build alternative fueling infrastructure, including for electric vehicles.

Charging access currently varies widely by state, as does utility involvement, with many utilities bullish course on EV charging to support growth, which can range from providing rebates on home chargers to preparing sites for public charging—and even owning and operating the equipment needed to juice up electric vehicles.

As of September, regulators in 24 states had signed off on roughly $2.6 billion of utility investment in transportation electrification, according to Atlas Public Policy, a Washington, D.C., policy firm. More than half of that spending was authorized in California, where electric vehicle adoption is highest.

Nearly a decade ago, California blocked utilities from owning most charging equipment, citing concerns about potentially stifling competition. But the nation’s most populous state reversed course in 2014, seeking to spur electrification.

Regulators across the country have since been wrestling with similar questions, generating a patchwork of rules.

Maryland regulators signed off last year on a pilot program allowing subsidiaries of Exelon and FirstEnergy Corp. to own and operate public charging stations on government property, provided that the drivers who use them cover at least some of the costs.

Months later, the District of Columbia rejected an Exelon subsidiary’s request to own public chargers, saying independent charging companies had it covered.

Some charging firms argue utilities shouldn’t be given monopolies on car charging, though they might need to play a role in connecting rural customers and building stations where they would otherwise be uneconomical.

“Maybe the utility should be the supplier of last resort,” said Cathy Zoi, chief executive of charging network EVgo Services LLC, which operates more than 800 charging stations in 34 states.

Utility charging investments generally are expected to raise customers’ electricity bills, at least initially. California recently approved the largest charging program by a single utility to date: a $436 million initiative by Southern California Edison, an arm of Edison International, as the state also explores grid stability opportunities from EVs. The company said it expects the program to increase the average residential customer’s bill by around 50 cents a month.

But utilities and other advocates of electrification point to studies indicating greater EV adoption could help reduce electricity rates over time, by giving utilities more revenue to help cover system upgrades.

Proponents of having utilities build charging networks also argue that they have the scale to do so more quickly, which would lead to faster EV adoption and environmental improvements such as lower greenhouse gas emissions and cleaner air. While the investments most directly help EV owners, “they accrue immediate benefits for everyone,” said Jill Anderson, a Southern California Edison senior vice president.

Some consumer advocates are wary of approving extensive utility investment in charging, citing the cost to ratepayers.

“It’s like, ‘Pay me now, and maybe someday your rates will be less,’” said Stefanie Brand, who advocates on behalf of ratepayers for the state of New Jersey, where regulators have yet to sign off on any utility proposals to invest in electric vehicle charging. “I don’t think it makes sense to build it hoping that they will come.”

Groups representing oil-and-gas companies, which stand to lose market share as people embrace electric vehicles, also have criticized utility charging proposals.

“These utilities should not be able to use their monopoly power to use all of their customers’ resources to build investments that definitely won’t benefit everybody, and may or may not be economical at this point,” said Derrick Morgan, who leads federal and regulatory affairs at the American Fuel & Petrochemical Manufacturers, a trade organization.

Utility executives said their companies have long been used to further government policy objectives deemed to be in the public interest, drawing on lessons from 2021 to guide next steps, such as improving energy efficiency.

“This isn’t just about letting market forces work,” said Mike Calviou, senior vice president for strategy and regulation at National Grid PLC’s U.S. division.

 

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Translation: Wind energy at sea in Europe

Nature-friendly offshore wind energy supports climate neutrality by reducing greenhouse gases while safeguarding marine biodiversity through EU marine spatial planning, ecosystem-based approaches, cross-border coordination, and zero-use zones for resilient seas.

 

Key Points

An approach to offshore wind that cuts emissions while respecting ecological limits and protecting marine biodiversity.

✅ Aligns buildout with ecological limits and marine spatial plans

✅ Minimizes noise, collision, and habitat loss for sensitive species

✅ Coordinates EU-wide monitoring, data, and cross-border siting

 

Offshore wind power can help reduce greenhouse gas emissions, but it poses risks for the seas. Germany will hold the EU Council Presidency and the North Sea Energy Cooperation Presidency in 2020. What must be done to contain the climate and species crises, as it were?

Offshore wind power is an important regenerative energy source with a $1 trillion market outlook in the coming decades. However, the construction, operation and maintenance of the systems put marine mammals, birds and fish at considerable risk. Photo: Siemens AG

In order to achieve the German and EU climate and energy goals by 2030 and climate neutrality by 2050, we need a nature-friendly energy transition. At present, the European energy system is largely based on fossil fuels. This is changing, as renewables surge across Europe for end consumers and industry and the large-scale electrification of the energy consumption sectors. Offshore wind energy is an element for future power generation.

A nature-friendly energy transition is only possible if energy consumption is reduced and energy efficiency is maximized in all applications and sectors. Emissions reductions through offshore wind energy In 2019, Europe had an installed offshore wind energy capacity of around 22 gigawatts from 5,047 grid-connected wind turbines in twelve countries. In Germany, the nominal output of the offshore wind turbines feeding into the German power grid was around 7.5 gigawatts, with clean energy accounting for about 50% of electricity nationwide. The wind blows much stronger and more steadily at sea than on land.

The power capacity of the turbines has also almost doubled in the last five years, which has led to a higher energy yield. Offshore wind energy is a building block for replacing fossil fuels, and markets like the U.S. offshore sector are about to soar as well. Wind turbines at sea provide electricity almost every hour of the year and have operating hours that are as high as conventional power plants. They can contribute to significant reductions in CO2 emissions and to mitigate the climate crisis.

It must be ensured that offshore wind turbines and parks as well as the grid infrastructure make a positive contribution to climate protection through their expansion and that the overall condition of marine ecosystems improves. The expansion of offshore wind energy is necessary from the point of view of climate science and must take place within the framework of the ecological load limits and under nature conservation aspects.

Seas and marine ecosystems suffer from years of overfishing, pollution and industrial use. The conservation status of sea birds, marine mammals and fish stocks is poor. Ecosystem services and productivity of the oceans are decreasing as a result of massive species extinction and unfavorable habitats. Changes in sea temperature, oxygen levels and acidification of the oceans reduce their resilience to the climate crisis.

The latest reports from the European Environment Agency show in black and white that the good environmental status and other goals of the Marine Strategy Framework Directive are not being achieved. The primary goal must therefore be to meet the obligations of the Marine Strategy Framework Directive and the EU nature conservation directives.

With the expansion of offshore wind energy, the pressure on the already polluted marine ecosystems is increasing. Offshore wind turbines also harbor risks for marine ecosystems, especially if they are built in unfavorable locations. Studies show harmful effects on marine mammals, birds, fish and the ocean floor. In Europe, where wind power investments hit $29.4 billion last year, a regulatory framework must be created for the expansion of offshore wind energy within the ecological limits and taking into account zero-use zones. The European Union urgently needs to take coherent measures for healthy and resilient seas.

New strategy of the European Commission The EU Commission plans to present a strategy for the expansion of renewable energies at sea on November 18, 2020.

The strategy will address the opportunities and challenges associated with the expansion of renewable energies at sea, such as effects on energy networks and markets, management of the maritime space, the technological transfer of research projects, regional and international cooperation and industrial policy dimensions, as well as political headwinds in some countries that can affect project pipelines. NABU welcomes the strategy, but worries about insufficient consideration of marine protection, ecological load-bearing capacity and the marine spatial planning that regulates interests in the use of the sea. All EU member states have to submit their marine spatial planning plans by March 2021.

Conclusions of the European Council Shortly before the end of 2020, the European Council plans to adopt conclusions for cooperation among European member states on the subject of offshore wind energy and other renewable energy sources at sea. It is important that the planning and development of offshore wind energy is coordinated across national borders, including alignment with the UK's offshore wind growth, also to protect marine ecosystems.

However, the ecosystem approach must not be left out. It must be ensured that the Council conclusions focus on the implementation of EU marine and nature conservation directives for the expansion of offshore wind energy within the load limits. EU-wide monitoring systems can help protect marine species and ecosystems. Germany holds the EU Council Presidency and the North Sea Energy Cooperation Presidency for 2020 and can make a decisive contribution.

NABU demands on offshore wind energy in Europe Expansion targets for offshore wind energy across Europe should be based on the ecological load limits of the seas. Development of concrete concepts for the ecological upgrading of areas in marine spatial planning and operationalization of the ecosystem-based approach.

For the nature-friendly expansion of offshore – Wind energy systems must take into account avoidance distances from seabirds to turbines, habitat loss, collision risks and cumulative effects. Implementation / obligation to sensitivity analyzes – they allow targeted conclusions about the best possible locations for offshore wind energy without conflicts with marine protection.

Targeted keeping of areas free for species and their Habitats of anthropogenic use – this increases planning security and can lower investment thresholds for EU funding programs. Ensuring regional cooperation between the European member states for nature Protection and with the involvement of nature conservation authorities – after all, the marine ecosystem does not stop at borders.

Adjustment of priorities: If offshore wind energy is prioritized over other renewable energy sources across Europe, other industrial forms of use of the seas must be given a lower priority.

 

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Zero-emissions electricity by 2035 is possible

Canada Net-Zero Electricity 2035 aligns policy and investments with renewables, wind, solar, hydro, storage, and transmission to power electrification of EVs and heat pumps, guided by a stringent clean electricity standard and carbon pricing.

 

Key Points

A 2035 plan for a zero-emissions grid using renewables, storage and transmission to electrify transport and homes.

✅ Wind, solar, and hydro backed by battery storage and reservoirs

✅ Interprovincial transmission expands reliability and lowers costs

✅ Stringent clean electricity standard and full carbon pricing

 

By Tom Green
Senior Climate Policy Advisor
David Suzuki Foundation

Electric vehicles are making inroads in some areas of Canada. But as their numbers grow, will there be enough electrical power for them, and for all the buildings and the industries that are also switching to electricity?

Canada – along with the United States, the European Union and the United Kingdom – is committed to a “net-zero electricity grid by 2035 policy goal”. This target is consistent with the Paris Agreement’s ambition of staying below 1.5 C of global warming, compared with pre-industrial levels.

This target also gives countries their best chance of energy security, as laid out in landmark reports over the past year from the International Energy Agency and the Intergovernmental Panel on Climate Change. A new federal regulation in the form of a clean electricity standard is being developed, but will it be stringent enough to set us up for climate success and avoid dead ends?

Canada starts this work from a relatively low emissions-intensity grid, powered largely by hydroelectricity. However, some provinces such as Alberta, Saskatchewan, Nova Scotia and New Brunswick still have predominantly fossil fuel-powered electricity. Plus, there is a risk of more natural gas generation of electricity in the coming years in most provinces without new federal and provincial regulations.

This means the transition of Canada’s electricity system must solve two problems at once. It must first clean up the existing electricity system, but it must also meet future electricity needs from zero-emissions sources while overall electricity capacity doubles or even triples by 2050.

Canada has enormous potential for renewable generation, even though it remains a solar power laggard in deployment to date. Wind, solar and energy storage are proven, affordable technologies that can be produced here in Canada, while avoiding the volatility of global fossil fuel markets.

As wind and solar have become the cheapest forms of electricity generation in history, we’re already seeing foreign governments and utilities ramp up renewable projects at the pace and scale that would be needed here in Canada, highlighting a significant global electricity market opportunity for Canadian firms at home. In 2020, 280 gigawatts of new capacity was added globally – a 45 per cent increase over the previous year. In Canada, since 2010, annual growth in renewables has so far averaged less than three per cent.

So why aren’t we moving full steam – or electron – ahead? With countries around the world bringing in wind and solar for new generation, why is there so much delay and doubt in Canada, even as analyses explore why the U.S. grid isn’t 100% renewable and remaining barriers?

The modelling team drew on a dataset that accounts for how wind and solar potential varies across the country, through the weeks of the year and the hours of each day. The models provide solutions for the most cost-effective new generation, storage and transmission to add to the grid while ensuring electricity generation meets demand reliably every hour of the year.

The David Suzuki Foundation partnered with the University of Victoria to model the electricity grid of the future.

To better understand future electricity demand, a second modelling team was asked to explore a future when homes and businesses are aggressively electrified; fossil fuel furnaces and boilers are retired and replaced with electric heat pumps; and gasoline and diesel cars are replaced by electric vehicles and public transit. It also dialed up investments in energy efficiency to further reduce the need for energy. These hourly electricity-demand projections were fed back to the models developed at the University of Victoria.

The results? It is possible to meet Canada’s needs for clean electricity reliably and affordably through a focus on expanding wind and solar generation capacity, complemented with new transmission connections between provinces, and other grid improvements.

How is it that such high levels of variable wind and solar can be added to the grid while keeping the lights on 24/7? The model took full advantage of the country’s existing hydroelectric reservoirs, using them as giant batteries, storing water behind the dams when wind and solar generation was high to be used later when renewable generation is low, or when demand is particularly high. The model also invested in more transmission to enable expanded electricity trade between provinces and energy storage in the form of batteries to smooth out the supply of electricity.

Not only is it possible, but the renewable pathway is the safe bet.

There’s no doubt it will take unprecedented effort and scale to transform Canada’s electricity systems. The high electrification pathway would require an 18-fold increase over today’s renewable electricity capacity, deploying an unprecedented amount of new wind, solar and energy storage projects every year from now to 2050. Although the scale seems daunting, countries such as Germany are demonstrating that this pace and scale is possible.

The modelling also showed that small modular nuclear reactors (SMRs) are neither necessary nor cost-effective, making them a poor candidate for continued government subsidies. Likewise, we presented pathways with no need for continued fossil fuel generation with carbon capture and storage (CCS) – an expensive technology with a global track record of burning through public funds while allowing fossil fuel use to expand and while capturing a smaller proportion of the smokestack carbon than promised. We believe that Canada should terminate the significant subsidies and supports it is giving to fossil fuel companies and redirect this support to renewable electricity, energy efficiency and energy affordability programming.

The transition to clean electricity would come with new employment for people living in Canada. Building tomorrow’s grid will support more than 75,000 full-time jobs each year in construction, operation and maintenance of wind, solar and transmission facilities alone.

Regardless of the path chosen, all energy projects in Canada take place on unceded Indigenous territories or treaty land. Decolonizing power structures with benefits to Indigenous communities is imperative. Upholding Indigenous rights and title, ensuring ownership opportunities and decision-making and direct support for Indigenous communities are all essential in how this transition takes place.

Wind, solar, storage and smart grid technologies are evolving rapidly, but our understanding of the possibilities they offer for a zero-emissions future, including debates over clean energy’s dirty secret in some supply chains, appears to be lagging behind reality. As the Institut de L’énergie Trottier observed, decarbonization costs have fallen faster than modellers anticipated.

The shape of tomorrow’s grid will largely depend on policy decisions made today. It’s now up to people living in Canada and their elected representatives to create the right conditions for a renewable revolution that could make the country electric, connected and clean in the years ahead.

To avoid a costly dash-to-gas that will strand assets and to secure early emissions reductions, the electricity sector needs to be fully exposed to the carbon price. The federal government’s announcement that it will move forward with a clean electricity standard – requiring net-zero emissions in the electricity sector by 2035 – will help if the standard is stringent.

Federal funding to encourage provinces to expand interprovincial transmission, including recent grid modernization investments now underway will also move us ahead. At the provincial level, electricity system governance – from utility commission mandates to electricity markets design – needs to be reformed quickly to encourage investments in renewable generation. As fossil fuels are swapped out across the economy, more and more of a household’s total energy bill will come from a local electric utility, so a national energy poverty strategy focused on low-income and equity-seeking households must be a priority.

The payoff from this policy package? Plentiful, reliable, affordable electricity that brings better outcomes for community health and resilience while helping to avoid the worst impacts of climate change.

 

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New Brunswick announces rebate program for electric vehicles

New Brunswick EV Rebates deliver stackable provincial and federal incentives for electric vehicles, used EVs, and home chargers, supporting NB Power infrastructure, lower GHG emissions, and climate goals with fast chargers across the province.

 

Key Points

Stackable provincial and federal incentives up to $10,000 for EV purchases, plus support for home charging.

✅ $5,000 new EVs; $2,500 used; stackable with federal $5,000

✅ 50% home charger rebate up to $750 through NB Power

✅ Supports GHG cuts, charging network growth, climate targets

 

New Brunswickers looking for an electric vehicle (EV) can now claim up to $10,000 in rebates from the provincial and federal governments.

The three-year provincial program was announced Thursday and will give rebates of $5,000 on new EVs and $2,500 on used ones. It closely mirrors the federal program and is stackable, meaning new owners will be able to claim up to $5,000 from the feds as well.

Minister of Environment and Climate Change Gary Crossman said the move is hoped to kickstart the province’s push toward a target of having 20,000 EVs on the road by 2030.

“This incentive has to make a positive difference,” Crossman said.

“I truly believe people have been waiting for it, they’ve been asking about it, and this will make a difference from today moving forward to put new or used cars in their hands.”

The first year of the program will cost $1.95 million, which will come from the $36 million in the Climate Change Fund and will be run by NB Power, whose public charging network has been expanding across the province. The department says if the full amount is used this year it could represent a reduction of 850 tonnes of greenhouse gasses (GHGs) annually.

Both the Liberal and Green parties welcomed the move calling it long overdue, but Green MLA Kevin Arseneau said it’s not a “miracle solution.”

“Yes, we need to electrify cars, but this kind of initiative without proper funding of public transportation, urban planning for biking … without this kind of global approach this is just another swipe of a sword in water,” he said.

Liberal environment critic Francine Landry says she hopes this will make the difference for those considering the purchase of an EV and says the government should consider further methods of incentivization like waiving registration fees.

The province’s adoption of EVs has not been overly successful so far, reflecting broader Atlantic EV buying interest trends across the region. At the end of 2020, there were 646 EVs registered in the province, far short of the 2,500 target set out in the Climate Action Plan. That was up significantly from the 437 at the end of 2019, but still a long way from the goal.

New Brunswick has a fairly expansive network of charging stations across the province, claiming to be the first “fully-connected province” in the country, and had hoped that the available infrastructure, including plans for new fast-charging stations on the Trans-Canada, would push adoption of non-emitting vehicles.

“In 2017 we had 11 chargers in the province, so we’ve come a long way from an infrastructure standpoint which I think is critical to promoting or having an electric vehicle network, or a number of electric vehicles operating in the province, and neighbouring N.L.’s fast-charging network shows similar progress,” said Deputy Minister of Natural Resources Tom Macfarlane at a meeting of the standing committee on climate change and environmental stewardship in January of 2020.

There are now 172 level two chargers and 83 fast chargers, while Labrador’s EV infrastructure still lags in neighbouring N.L. today. Level two chargers take between six and eight hours to charge a vehicle, while the fast chargers take about half an hour to get to 80 per cent charge.

The newly announced program will also cover 50 per cent of costs for a home charging station up to $750, similar to B.C. charger rebates that support home infrastructure, to further address infrastructure needs.

The New Brunswick Lung Association is applauding the rebate plan.

President and CEO Melanie Langille said about 15,000 Canadians, including 40 people from New Brunswick, die prematurely each year from air pollution. She said vehicle emissions account for about 30 per cent of the province’s air pollution.

“Electric vehicles are critical to reducing our greenhouse gas emissions,” said Langille. “New Brunswick has one of the highest per capita GHG emissions in Canada. But, because our electricity source in New Brunswick is primarily from non-emitting sources and regional initiatives like Nova Scotia’s vehicle-to-grid pilot are advancing grid integration, switching to an EV is an effective way for New Brunswickers to lower their GHG emissions.”

Langille said the lung association has been part of an electric vehicles advisory group in the province since 2014 and its research has shown this type of program is needed.

“The major barrier that is standing in the way of New Brunswickers adopting electric vehicles is the upfront costs,” Langille said. “So today’s announcement, and that it can be stacked on top of the existing federal rebates, is a huge step forward for us.”

 

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