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10.02.20 Electric Vehicles 38

Will California’s Ban on Gas Cars Boost America’s Flat EV Market?

This week on The Interchange, we assess the state of EVs in the wake of California’s 2035 mandate.

by Stephen Lacey

09.30.20 Grid Edge 18

California is taking steps to unlock the flexibility of its growing fleet of solar systems, batteries and electric vehicle chargers.

California’s Interconnection Rules Open Doors to Flexible Solar-Storage, Vehicle-to-Grid Charging

Revisions to Rule 21 could allow distributed energy resources to play a more active role on the California’s grid.

by Jeff St. John

09.29.20 Grid Edge 2

ChargePoint is one of the few cleantech companies seeking public markets via SPAC deals with significant revenue behind it.

EV Charging Stalwart ChargePoint Seeks $2.4B Valuation in Reverse Merger

ChargePoint CEO differentiates his company’s prospects from the frothy SPAC market, claims revenue potential is “directly proportional” to EV growth.

by Jeff St. John

09.29.20 Energy Storage 1

Hospital groups and manufacturers are among Catalyze's potential customer set.

Catalyze Aims to Remake Commercial Storage With Backing of Oil Investor EnCap

C&I energy storage is a tough market, but a new company sees opportunity where others have stumbled.

by Julian Spector

09.28.20 Energy 8

Ameren Missouri plans to add 5.4 gigawatts of wind and solar over 20 years.

Ameren Sets Goal of Net-Zero by 2050, Plots Major Wind and Solar Expansion in Midwest

Ameren Missouri’s IRP calls for 5.4 GW of renewables by 2040, but it keeps some coal and retains natural gas as an option.

by Jeff St. John

09.22.20 Energy Storage 67

Tesla plans to enter battery cell manufacturing to drive costs down.

Tesla Battery Day: Expect Battery Costs to Drop by Half Within 3 Years

Changes in battery form factor, materials, supply chain and manufacturing could add up to game-changing savings, says Elon Musk.

by Julian Spector

09.22.20 Grid Edge 10

Electric vehicle chargers, behind-the-meter batteries are a major untapped resource for balancing California's grid.

Unlocking California’s Gigawatt-Scale Distributed Energy Potential

California has nearly 5 GW of distributed energy resources today and may have 13.5 GW by 2025. How can they help stop rolling blackouts?

by Jeff St. John

09.21.20 Energy Storage 5

4 Questions for Tesla’s Battery Day

Can Elon Musk wow the world with battery science?

by Julian Spector

09.21.20 Solar 22

Duke Energy opened its new 560MW Asheville combined cycle natural gas plant this year. (Photo: Duke)

‘Math Doesn’t Yet Add Up’ for Utility Decarbonization Goals: Deloitte

There are big gaps between U.S. utilities’ net-zero targets and their plans for retiring coal and gas plants.

by Jeff St. John

09.17.20 Grid Edge 11

FERC allows full-scale market participation by batteries, EV chargers, smart appliances and more — but the rules for making that happen will be complicated.

‘Game-Changer’ FERC Order Opens Up Wholesale Grid Markets to Distributed Energy Resources

A huge opportunity for solar, batteries, EVs and other DERs — and a huge challenge to integrate utility grid operations with bulk energy markets.

by Jeff St. John

09.04.20 Energy 2

After more than four decades focused on wind, AWEA is embracing an all-renewables mindset.

AWEA Introduces New Trade Group, the American Clean Power Association

SEIA, the national solar trade group, will remain distinct, though it will work with the new organization on some issues.

by Emma Foehringer Merchant

08.28.20 Grid Edge 4

SCE now has approval to spend more than $800 million on all of its EV charging investments. (Photo Credit: SCE/Carollyn Nguyen)

SoCal Edison Will Deploy 38,000 EV Chargers in Largest Utility Program of Its Kind

The new grid infrastructure investment will total $436 million and focus on multifamily buildings and underserved areas.

by Julian Spector

08.28.20 Grid Edge 27

California's growing behind-the-meter energy resource mix could play a bigger role in solving grid emergencies, advocates say.

Distributed Energy Helped Fight California’s Grid Outages, But It Could Do Much More

Battery and demand response providers say policy and market reforms could turn emergency help into stable, consistent grid relief.

by Jeff St. John

08.24.20 Grid Edge 4

‘First of a Kind’ UK Project Aims to Unleash Residential Grid Flexibility

Kaluza is combining V2G with near-real-time trading as it looks to open up the U.K.‘s largely untapped residential flexibility market.

by John Parnell

08.13.20 Grid Edge 6

Utilities at an ‘Inflection Point’: Portland General Electric CEO

PGE’s Maria Pope talks to GTM about COVID-19, net-zero targets and the evolution of the U.S. utility model.

by Karl-Erik Stromsta

08.11.20 Grid Edge 19

Many trucks are parked for more than six hours a day, which means they could rely on Level 2 chargers.

Research Spotlight

WoodMac: 54,000 Electric Trucks on US Roads by 2025

That’s a 27-fold increase over today’s fleet, and the expansion of charging infrastructure will be nearly as dramatic.

by Kelly McCoy

08.07.20 Grid Edge 39

Industry Perspective

Why Doesn’t Load Flexibility Have the Same Incentives as Energy Storage?

Load flexibility can deliver the same value as behind-the-metter batteries at a much lower cost, the author writes.

by John Powers

08.07.20 Policy 10

Seba believes technology disruptions in the next 10 years will have a profound impact on human civlization.

How Distributed Energy Could Help Usher In a New ‘Age of Freedom’

On this week’s Political Climate, we speak to futurist and entrepreneur Tony Seba about the emergence of a new world order based on decentralization and why the 2020s will be “the most disruptive decade in history.”

by Julia Pyper

08.05.20 Grid Edge 1

ChargePoint, whose backers include Chevron, operates the world's largest network of EV chargers.

ChargePoint Raises Another $127M as EV Charging Wars Heat Up

Latest round brings ChargePoint’s total funding to $660 million, as it competes with deep-pocketed rivals such as BP Chargemaster and Shell’s Greenlots.

by Jeff St. John

07.29.20 Energy Storage 4

Northvolt Ett, the firm's first gigafactory, is on track to begin operations next year. (Credit: Northvolt)

Swedish Battery Maker Northvolt Raises $1.6B, First Gigafactory Set to Open in 2021

European auto giants such as Volkswagen and BMW are counting on local battery makers as they accelerate their EV plans.

by John Parnell

07.29.20 Energy 13

In 2019, California mandated solar on most new homes. Next up: building electrification.

California Nears Tipping Point on All-Electric Regulations for New Buildings

Even utility PG&E, with its thousands of miles of natural-gas distribution pipelines, is calling for ending gas hookups for new buildings.

by Justin Gerdes

07.28.20 Grid Edge 0

Stimulus packages in Europe and China boosted subsidies for EVs and charging infrastructure.

Research Spotlight

WoodMac: V-Shaped Recovery for Distributed Energy Resources in 2021

The pandemic has dented the DER market, but some segments — including electric vehicles and grid modernization — may benefit in the long run.

by Francesco Menonna

07.24.20 Solar 22

A draft 2020 platform from Democrats includes gigawatts of wind and solar additions in coming years.

Democrats’ Platform Draft: Near-Term Renewables Surge, Net-Zero by 2050

The draft platform calls for 500 million solar panels and 60,000 wind turbines in five years. There’s no mention of phasing out fossil fuels.

by Emma Foehringer Merchant

07.22.20 Solar 9

Tesla plans to build a new Gigafactory for vehicles in Austin, Texas.

Tesla’s Solar Installations Hit New Low, but Musk Predicts Huge Future for Energy Business

Coronavirus disruptions affected Tesla less than they did traditional automakers in Q2. Its solar business wasn’t so lucky.

by Julian Spector

07.21.20 Grid Edge 1

Kiwi Power has a large portfolio of distributed energy resources in its European portfolio. (Credit: Kiwi)

Kiwi Power Looks to Bring European Virtual Power Plant Expertise to North America

U.K.-based distributed energy resources company takes aim at North America, starting with a project with Engie.

by Jeff St. John

How Cheap and Abundant Can Clean Power Get?

Climate Fintech Startup Atmos Financial Puts Savings to Work for Clean Energy

Could Chile’s Auction Help Save CSP From Oblivion?

What the Coming Wave of Distributed Energy Resources Means for the US Grid

Extreme Weather Keeps Maxing Out the Grid

A Wartime Plan for Electrifying America

An Island’s Path to 100% Renewables

Greentech Media Chronicled Clean Energy Before It Was Cool

Are Batteries at a Turning Point?

Vestas Ventures Makes First Investment With Stake in Wooden Tower Start-Up

Vestas Launches World’s Largest Turbines as 'Big 3' Competition Ramps Up

BP, RWE and EnBW Win Big in UK Offshore Wind Leasing Round

How Cheap and Abundant Can Clean Power Get?

Climate Fintech Startup Atmos Financial Puts Savings to Work for Clean Energy

Could Chile’s Auction Help Save CSP From Oblivion?

Electric Vehicles

Will California’s Ban on Gas Cars Boost America’s Flat EV Market?

California’s Interconnection Rules Open Doors to Flexible Solar-Storage, Vehicle-to-Grid Charging

EV Charging Stalwart ChargePoint Seeks $2.4B Valuation in Reverse Merger

Catalyze Aims to Remake Commercial Storage With Backing of Oil Investor EnCap

Ameren Sets Goal of Net-Zero by 2050, Plots Major Wind and Solar Expansion in Midwest

Tesla Battery Day: Expect Battery Costs to Drop by Half Within 3 Years

Unlocking California’s Gigawatt-Scale Distributed Energy Potential

4 Questions for Tesla’s Battery Day

‘Math Doesn’t Yet Add Up’ for Utility Decarbonization Goals: Deloitte

‘Game-Changer’ FERC Order Opens Up Wholesale Grid Markets to Distributed Energy Resources

AWEA Introduces New Trade Group, the American Clean Power Association

SoCal Edison Will Deploy 38,000 EV Chargers in Largest Utility Program of Its Kind

Distributed Energy Helped Fight California’s Grid Outages, But It Could Do Much More

‘First of a Kind’ UK Project Aims to Unleash Residential Grid Flexibility

Utilities at an ‘Inflection Point’: Portland General Electric CEO

WoodMac: 54,000 Electric Trucks on US Roads by 2025

Why Doesn’t Load Flexibility Have the Same Incentives as Energy Storage?

How Distributed Energy Could Help Usher In a New ‘Age of Freedom’

ChargePoint Raises Another $127M as EV Charging Wars Heat Up

Swedish Battery Maker Northvolt Raises $1.6B, First Gigafactory Set to Open in 2021

California Nears Tipping Point on All-Electric Regulations for New Buildings

WoodMac: V-Shaped Recovery for Distributed Energy Resources in 2021

Democrats’ Platform Draft: Near-Term Renewables Surge, Net-Zero by 2050

Tesla’s Solar Installations Hit New Low, but Musk Predicts Huge Future for Energy Business

Kiwi Power Looks to Bring European Virtual Power Plant Expertise to North America