US Customs seizes over 1,000 shipments of Chinese solar panels worth hundreds of millions of dollars between June and October; French Senate OKs bill requiring all parking lots w/80+ spaces to be at least 50% covered by solar canopies w/in next 6 years; Together SDG&E and GM look into tapping bi-directional EVs as grid resources; Sweden's new government scraps climate bonus subsidy for EVs; Hawai'i PUC sets broadly applicable new tariff w/TOU rate structure to account for enormous solar influx; CA PUC proposes new Net Metering tariffs w/reduced paymts for solar; Canada forces 3 Chinese cos. to divest holdings in Canadian critical minerals cos, principally focused on lithium; Texas struggles w/ grid reliability, and regulators flirt with some type of capacity payment.

1) US Customs seizes over 1,000 shipments of Chinese solar panels worth hundreds of millions of dollars between June and October, a consequence of the Uyghur Forced Labor Production Act restricting imports from China's Xinjiang province over forced labor concerns in solar supply chain.

2) French Senate passes bill requiring all parking lots w/ 80+ spaces to have solar canopies covering 50+% of space w/in 6 years, creating up to 11,000 MW of new solar capacity.

3) San Diego Gas and Electric and GM will collaborate to integrate bi-directional EVs into grid as local resources, evaluating necessary hardware, software, processes and construction considerations.

4) Sweden's new government eliminates climate bonus subsidy for EVs, since total cost of ownership is now similar to that for internal combustion vehicles.

5) Hawai’i PUC sets new tariff w/time of use rate structure to reflect grid dominated by solar, and reflect cost of service.

6) California PUC releases Net Energy Metering 3.0, w/significant cut to value of solar exported to the grid - based on hourly TOU rates. A boost to storage.

7) Canada tells 3 Chinese companies to sell investments in Canadian critical minerals companies focused on lithium, per Investment Canada Act.

8) Texas struggles w/issue of resource adequacy, and how to incentivize resources needed for growth and grid reliability. Some form of capacity payment structure likely.

Avangrid presses for renegotiation on 1200 MW offshore wind proj, utilities say no, & Gov Baker says “talk” but don’t re-open process; BOEM finalizes 2 offshore wind areas in Gulf of Mexico off TX & LA, at over 680,000 acres; Q3 rough for U.S. renewables, w/supply chain a crippling factor; Google to sign 942 MW PPA w/SB Energy for supply from 4 Texas solar projects; DTE Electric files IRP w/$9 billion of expenditures on renewables & storage. Will also convert 1,270 MW of coal to gas by 2025/2026, and retire two more coal units totaling 1,535 MW in 2028; Xcel Energy to stop using coal across 8-state territory by 2030, accelerate closure of coal units at 1,067 MW plant in Texas by 2028; KB Home partners w/SunPower/others to build community microgrid w/219 solar & battery-powered homes, backed by larger shared community battery; Texas PUC OKs 80 MW DER pilot; SunRun to create 17 MW VPP in Puerto Rico from 7,000 residential solar & storage installations; EV charging co Wallbox opens charger manufacturing plant in TX.

1) Avangrid seeks delay in contract decision, citing cost increases. Utilities say no, and Gov Baker says time to talk, but do not re-open procurement.

2) US Bureau of Ocean Energy Mgmt finalizes two Gulf of Mexico offshore wind energy areas at over 680,000 acres off TX & LA.

3) Renewables stumble in Q3, w/only 3,400 MW of capacity commissioned, & 14,000 MW of projects delayed. Solar supply chains a key challenge. Only battery storage installations thrive, up 227% YOY.

4) Google to ink 942 MW PPA w/SB Energy from four SB TX-based solar projects, using First Solar's thin film panels, supplying Google's Midlothian, TX Data Center by mid 2024.

5) DTE Electric files IRP w/$9 bn for 4,400 MW of solar, 1,000 MW of wind & 760 MW of battery storage over next decade. Also to convert 2 coal units at 1,270 MW Belle River Power Plant to gas by 2025/2026, and retire 2 more coal units totaling 1,535 MW in 2028.

6) Xcel Energy to quit coal across 8-state territory by 2030, hasten closure of coal units at 1,067 MW Tolk station in TX by 2028, 4 years early, replace asset w/wind & solar.

7) SunPower, U of California, Schneider Electric, SoCal Ed work w/KB Home on energy-smart connected communities in CA. 219 all-electric residences to be solar powered w/SunPower solar and 13 kWh battery systems connected to a micro grid with its own shared larger community battery.

8) TX PUC OKs 80 MW DER pilot, w/state utilities participating. Customers w/gen, storage, & controllable load < 1 MW can play in wholesale markets.

9) SunRun to develop 17 MW VPP in Puerto Rico from 7,000 residential solar & storage installations, to minimize outages and improve power quality on grid.

10) EV charging co Wallbox commissions plant in Texas, to produce over 250,000 units in 2022 and 1 million by 2030. Wallbox demonstrates 400 kW fast DC charger offering 100 miles of range in five minutes.

Avangrid seeks 1-month suspension of offshore wind PPA review, citing supply chain & inflation, seeks change to PPA; Siemens Gamesa upgrades wind turbine to rated output of 7 MW; SRP signs contracts w/Plus Power for 2 battery storage systems totaling 340 MW and 1,360 MWh, ready by mid-2024; EV charging co Electrify America unveils 1st MW-level battery system in Baker, California at 1.5 MW/3 MWh, as buffer betw chargers and grid; PG&E gets approval for nation's first V2G tariff for commercial EV charging customers; Reuters review sees world's top auto OEMs spending $1.2 trillion through 2030 on EVs, batteries, & raw materials; Pacific Corp and modular nuclear co TerraPower evaluating 5 sites for TerraPower's fast sodium nukes integrated w/molten salt storage; Micro inverter co Enphase to onshore some product manufacturing in response to IRA tax credits; BNEF estimates a price tag of $262 billion for Europe and US to domestically make all batteries & solar panels necessary to meet 2030 demand; Study in Nature suggests “made in America” approach may conflict with U.S. emissions reduction goals.

1) Avangrid files a motion in MA for one month suspension of offshore Commonwealth Wind PPA, citing, "economic challenges… historic price increases, sharp and sudden increases in interest rates,” and requests, "modest changes", to associated PPA.

2) Siemens Gamesa releases a wind turbine on its 5.X platform w/rated output of 7 MW, for medium to high wind speed locations.

3) Salt River Project inks agreement w/Plus Power for two battery storage systems totaling 340 MW, and 1,360 MWh to be operational by mid-2024. Both to be owned and operated by Plus Power subsidiary, w/SRP retaining dispatch control.

4) EV charging co Electrify America installing battery storage systems at DC Fast Charging stations to act as buffers, managing costs and reducing stress on grid. First MW-level system now online in Baker, California at 1.5 MW/3 MWh.

5) PG&E receives OK for the nation's first V2G tariff for commercial EV charging customers, compensating EVs for exporting power back to grid during peak periods.

6) Reuters review sees the world's top automakers spending $1.2 trillion through 2030 on EVs, batteries, and associated raw materials, up 2X from review a year ago.

7) Pacific Corp and modular nuclear reactor company, TerraPower announced they're evaluating five sites for TerraPower's fast sodium MNRs integrated w/molten salt storage.

8) Micro inverter supplier Enphase will onshore some product manufacturing in response to the recent IRA and tax credit of 11 cents/watt for microinverters.

9) BNEF estimates cost of $149 billion for Europe and $113 billion for the US to domestically produce all batteries and solar panels necessary to meet demand by 2030.

10) Study in Nature sees “made in America approach” conflicting w/U.S. emissions reduction goals, in part due to price increases.

Carbon-free steel-making startup Electra secures $85 mn to develop and scale electro-chemical tech that refines iron ore into pure iron at temps of 140°F; U.S. IRA subsidies luring new onshore battery investments; Nevada reports over 17,375 lithium mining claims through Aug 2022; NREL estimates offshore wind will support between 15,000 and 58,000 full-time jobs from 2024 to 2030; Rhode Island Energy issues RFP for 600 – 1,000 MW of offshore wind, w/bids due 2/1/23; BOEM to hold offshore wind lease sale on 12/6 for 373,000 acres off central and northern CA; Dominion Energy proposes dozens of new solar and energy storage projects totaling over 800 MW; VDL Bus & Coach and German energy co RWE will convert 43 aging bus batteries into energy storage to support 7.5 MW installation at RWE'S power plant in Holland; Australia state of Victoria sets the goal of 95% renewables by 2035, w/investment of $U.S. 630 million for 4.5 GW of renewable projects. Also, upping its 2030 goal from 50% to 65%; Limited water availability may hamstring global green hydrogen development since estimated 85% of planned projects are in areas with water stress

1) Carbon-free steel-making startup Electra nails $85 mn in financing to develop and scale zero emissions tech that electrochemically refines iron ore into pure iron at temps of 140°F (most of steel is made at > 2,912°F)

2) US IRA subsidies w/domestic content requirement already begin to attract new domestic battery investments. Battery factory output to double by 2024 and increase up to 10x (1000 GWh) by 2030.

3) Nevada registers over estimated 17,000 lithium mining claims through August 2022.

4) The National Renewable Energy Laboratory estimates offshore wind industry will support between 15 and 58,000 full-time jobs from 2024 to 2030 - depending on domestic content - up from fewer than 1000 posts today.

5) Main RI electric utility, Rhode Island Energy posts RFP for 600 – 1,000 MW of offshore wind w/bids due on Feb 1, 2023.

6) U.S. Bureau of Ocean Energy Management to hold an offshore wind energy lease sale on 12/6 for 373,000 acres located on outer Continental Shelf off central and northern CA, with up to 4,500 MW of floating wind production.

7) Dominion Energy seeks approval for nearly two dozen new solar and energy storage projects totaling over 800 MW, to be completed betw 2023 and 2025.

8) VDL Bus & Coach and German energy co RWE will convert 43 aging bus batteries into 75.5 MW energy storage project at RWE power plant in Netherlands.

9) Australia state of Victoria sets a goal of 95% renewables by 2035, w/investment of about $U.S. 630 million US to develop 4.5 GW of renewable projects. Victoria also increasing 2030 goal from 50% to 65%.

10) Water availability may hinder global green hydrogen development, w/estimated 85% of planned facilities in areas w/medium to high water stress.

Munich Re to stop supporting oil/gas projects by 10/23; Daimler Freightliner gets order for add’l 250 heavy-duty e-trucks; Volvo EV will increasingly be V2G capable; European rental car co Sixt to get up to 100,000 BYD EVs over next 6 years; US fast charge battery company EnPower opens 800 MWh, 92,000 sq ft plant in Indianapolis for advanced lithium-ion batteries; U.S Labor Dept adds Chinese batteries to list of goods related to child- or forced-labor; iron-air battery co Form Energy scores add’l $450 mn in financing; Duke Energy proposes 24X7 clean energy tariff for large customers in SC; Belgium's transmission operator plans for 12-acre artificial energy island, to support 3,500 MW of wind and connect w/Denmark and UK grids; CA startup SolarCycle to partner w/Sunrun in recycling used solar modules; Consolidated Edison to sell ConEdison Clean Energy Businesses to RWE Renewables Americas for $6.8 billion.

1) World's largest re-insurance co, Munich Re, to cease investing in and underwriting oil and gas projects as of 10/23,

2) North American logistics co Pride Group Enterprises orders 250 Daimler Freightliner heavy duty electric trucks, for short and long-term rental in U.S. Battery pack options range from 194 to 440 kWh w/maximum 230-mile range.

3) Volvo models will increasingly support bidirectional charging, via both AC and DC, and charge and discharge at 11 kW.

4) European rental car company Sixt and Chinese electric vehicle maker BYD sign agreement for up to 100,000 BYD EVs over the next 6 years. New electric fleet will be rolled out in Germany, France, the Netherlands and the UK.

5) US fast charge battery company EnPower inaugurates 800 MWh, 92,000 sq ft plant in Indianapolis to produce advanced lithium-ion batteries.

6) U.S Labor Department issues report stating Chinese batteries may be supported by child labor, adds batteries to list of goods made with materials known to be produced with child or forced labor.

7) Long-duration iron-air battery co Form Energy closes on add’l $450 million of financing, to be used to grow staff, continue tech validation, and progress towards commercial mode. Form to announce factory location shortly.

8) Duke Energy proposes tariff to allow large customers to contract w/Duke Energy's two South Carolina utilities to access clean energy from Duke-owned assets and third-party owned resources, w/goal of 24X7 clean energy match.

9) Belgium's transmission system operator presents draft plans, for 12-acre artificial energy island, 25 miles offshore, to support up to 3,500 MW of wind and serve as a hub to connect w/Denmark and UK power grids.

10) California startup SolarCycle to partner w/Sunrun in recycling components of used solar panels.

11) Consolidated Edison to sell its ConEdison Clean Energy Businesses to RWE Renewables Americas, in deal valued at $6.8 billion.

Constellation to devote 1 MW from 1,900 MW Nine Mile Point nuke to make hydrogen. 10 MW fuel cell peaker also to be installed on plant site; SoCalGas announces model H2 residential microgrid using solar and electrolyzers to supply home and appliances; Ballard receives two orders for fuel cells to power trains, one in Germany and the other in California; NYPA test-fires retrofitted GE turbine on Long Island to burn H2 blends as high as 44%; German steelmaker ThyssenKrupp OKs $2 bn plan to replace four blast furnaces w/hydrogen-based technology at its largest German steel making plant, w/first new furnace operational by 2026; Hertz and BP announce plan to develop a U.S. network of thousands of EV charging stations; Pentagon issues RFP for design, build and operation of micro nuclear reactor <5MW to support mission-readiness.

1) Constellation's to utilize 1 MW of capacity from 1900 MW Nine Mile Point nuclear plant in NY to make 500 kg/day of hydrogen, suggests potential future hydrogen-making expansion to rest of fleet. A 2nd project on site will use 10 MW fuel cell as peaker.

2) Southern California Gas announces pilot H2 residential micro-grid, w/2000 sq ft home converting energy from solar via electrolyzer into H2, which is either stored for conversion back to electricity through onsite fuel cell or blended w/methane for use in appliances.

3) Ballard Power wins orders for fuel cells to drive hydrogen-based trains in Germany and in San Bernardino, California. Both to be commissioned by 2024.

4) New York Power Authority successfully generates electricity in retrofitted GE turbine, using blend of green H2 and methane, w/H2 blends as high as 44%. At 35% H2 mix, CO2 emissions were cut by 14%.

5) Germany steel giant ThyssenKrupp greenlights $2 billion plan to replace four blast furnaces w/hydrogen-based technology at its largest steel plant in Germany, to be operational by 2026. Technology enables use of commonly available blast furnace-grade iron ore, rather than the scarce direct reduction grade used in recent low-carbon steel projects. New approach could greatly expand use of varying qualities of ore in carbon-free steel production.

6) Hertz and BP roll out plan for U.S network of thousands of EV charging stations for both rental vehicles and general public. BP to coordinate charging infrastructure near Hertz locations and deploy software to optimize charging relative to electricity costs.

7) Pentagon releases RFP relating to design, build and operation of a micro nuclear reactor at Alaska's Eielson military base within five years, w/goal of demonstrating feasibility of a small scale nuclear power plant as backup for military bases. RFP specifies a plant up to 5 MW, operating for up to 10 years until the fuel is spent.

DOE to accept applications for up to 10 H2 Hubs receiving a total of $7 billion; BNEF reports Chinese alkaline electrolyzers now at ¼ the price of Western manufacturers and likely to dominate global markets w/in a decade; Competitive Power Ventures to build $3 billion 1,800 MW NGCC w/carbon capture & storage in W. Virginia; NJ Gov Murphy ups offshore wind goal to 11,000 MW by 2045; Herz to take up to 175,000 electric vehicles from GM; CA produce co Taylor Farms collaborates w/Bloom Energy on microgrid w/fuel cells, solar, & batteries; Bloom Energy will install 240 kW electrolyzer project at Xcel MN nuclear plant to make “pink” hydrogen; Tesla Megapack lithium battery ignites at 182 MW CA Moss Landing energy storage facility; Flow battery co ESS will supply up to 200 MW/2,000 MW hours of long-duration flow batteries to SMUD; Swedish Electric aircraft co Heart Aerospace rolls out ES-30 hybrid electric regional aircraft for up to 30 passengers.

1) U.S. Department of Energy to accept applications for up to 10 H2Hubs receiving a total of $7 billion. At least 4 hubs will be selected, including one w/focus on green H2, one using blue H2, and one with pink H2 from nuclear energy. Concept papers due by 11/7/2022, w/full applications required by 4/7/2023.

2) Bloomberg New Energy Finance reports Chinese electrolyzers up to 4x less expensive than Western equivalents, likely to dominate global markets after 2025.

3) Competitive Power Ventures says it will build a $3 billion 1,800 MW gas fired combined cycle plant with carbon capture & storage in W. Virginia.

4) NJ Governor Murphy issues Executive Order to boost offshore wind from 7,500 MW by 2035 to 11,000 MW by 2045.

5) Hertz Corporation commits to up to 175,000 electric vehicles from GM, adding to existing fleet of Teslas and Polestars. Deliveries should start early next year w/Chevy Bolt and the Bolt EUV, a small SUV, followed by other GM models.

6) CA produce supplier Taylor Farms concerned w/power quality issues, collaborates w/Bloom Energy on microgrid w/6 MW of fuel cells, 2 MW of solar panels, and 2 MW of batteries. The plant will remain grid tied for now.

7) Bloom Energy will install a 240 kW electrolyzer demo project at Xcel Energy's MN nuclear plant to produce “pink” H2, by early 2024.

8) Tesla Megapack lithium battery ignites at 182 MW CA Moss Landing energy storage facility, closing Highway 1, and triggering local shelter-in-place order.

9) Flow battery company ESS announces deal for up to 200 MW/2,000 MWh of long-duration flow batteries to Sacramento Municipal Utility District, coming online beginning 2023.

10) Swedish Electric aircraft developer Heart Aerospace unveils ES-30 hybrid electric regional aircraft for up to 30 passengers. Operational by 2028, it has pure electric range of about 125 mi.

Biden Admin sets target of 15 GW of floating offshore wind by 2035; RI’s offshore wind development terminal breaks ground; Biden Admin announces approval of 2/3 of state NEVI applications, freeing $900 mn in funding for EV charging; Stellantis to electrify four Jeep models; PA and OH turnpike officials eye section of highway for wireless charging near state borders; BHP to electrify 160 mining trucks – possibly autonomous - in Chile’s Escondida mine; Three CA gas utilities file applications for three separate $10+ mn plans to blend H2 into sections of pipeline networks; White House releases report on crypto, makes recommendations for efficiency; CA with new law classifying heat events similar to method for hurricanes.

1) Biden Administration plans on 15 GW of deep water floating by 2035 off CA and OR in West Coast and ME in East Coast.

2) Construction underway on Rhode Island's South Quay Marine Terminal including 525-foot berth for offshore installation vessels and 10-acres of land for storing components.

3) Biden Administration approves over two-thirds of state NEVI plan, freeing $900 mn for EV charging build-out on nation's highways.

4) Stellantis' Jeep brand will launch four pure electric SUVs in Europe and North America by 2025, including Wagoneer, w/range of 400 miles.

5) Ohio and Pennsylvania turnpike officials will electrify part of highway near Ohio-Pennsylvania border, so the drivers can charge while they drive.

6) 160 mining trucks at BHP's Northern Chile Escondida mine will be all-electric by 2033, w/first Caterpillar mining trucks delivered next year. They are likely to be autonomous.

7) San Diego Gas and Electric, Southern California Gas, and Southwest Gas Corp jointly file w/CA PUC for approval of separate $10+ million hydrogen projects, to blend up to 20% hydrogen into certain parts of the natural gas pipeline systems.

8) White House releases report on the impacts of cryptocurrency, recommends federal agencies provide technical assistance to improve efficiencies, while creating standards for responsible design, development and use of crypto tech.

9) California Governor Newsom signs legislation to to include first-ever warning system rating heat events similarly to the way we now do hurricanes.

The UK suffers serious impacts from energy crisis; California weathers record heat wave w/o rolling outages; Sunnova files w/CAPUC to establish micro-grid and be regulated as a micro utility; CA bill promotes community solar, which will likely be paired w/storage; Liquid metal battery company Ambri to demonstrate batteries at Xcel Energy demonstration project in CO; MISO OKs storage resources for participation in energy and operating reserve markets; New Hampshire Electric Co-op to offer members transactive energy rate by the end of 2023, facilitating bi-directional power flows at different rates.

1) the energy crisis and attendant price spikes are crippling UK civil society, from schools to pubs.

2) California suffers through record heat wave w/CAISO calling Level 3 Energy Emergency Alert as peak demand hits record 52,061 MW on Sept 6. Millions notified on cell phones, leading to nearly 2,000 MW load cuts over following 20-30 minutes.

3) Sunnova files w/CA Public Utilities Commission to own and operate microgrids w/in new planned residential communities and to be regulated as a "micro utility."

4) CA Assembly Bill 2316 passes, promoting community solar based on the actual value of the energy produced. Batteries likely with all new systems.

5) Liquid metal battery company Ambri will install batteries in pilot at Xcel Energy’s Solar Technology Acceleration Center in Aurora, CO. Ambri plans on 5 similar pilot projects in 2023.

6) MISO says storage resources can participate in energy and operating reserve markets. Queue stands at 150+ storage projects totaling over 13,000 MW.

7) New Hampshire Electric Co-op to offer members Day-Ahead transactive energy rates by the end of 2023, stimulating bi-directional power flows from batteries and EVs.

CA to require all new light vehicles to be zero-emission by 2035; Panasonic eyeing another $4 bn battery plant, potentially in Oklahoma; U.S. nails new monthly EV sales record, at 79,325 cars in July; UK completes V2G pilot, setting the stage for broader V2G integration; The Mobility House connects to European Power Exchange, trading juice from 4,500 EV batteries totaling 100 MW; MA electric school buses delivered 7 MWh in V2G program over 32 events; Plug Power to supply Amazon w/nearly 11,000 tons of green H2 per year, starting 2025; world’s first H2 train network now operating in Germany; California plans to cover 1.3 miles of aqueducts w/solar panels to help minimize evaporation; Texas bans 10 financial firms – including Black Rock, Goldman, and JP Morgan -from doing business with the state, claiming they don’t support the oil & gas industry.

1) California Air Resources Board votes to require all new light vehicles be zero-emission by 2035. CA sells 10% of all U.S. cars, and other states will follow, so this will change market.

2) Panasonic may build a second $4 bn battery plant - to follow the one planned for Kansas - in Oklahoma, although company won't comment.

3) July U.S. EV monthly sales hit new record, at 79,325 vehicles, up 52.2% over July 2021, and accounting for 7.0% of total light-duty vehicle sales. YTD, 2022 total EV sales up 58% over 2021.

4) In successful V2G pilot using EVs to balance grid, 130+ Octopus Energy customers with Nissan Leafs were paid to plug in at night when power was cheap and cleaner, both storing and releasing energy when requested.

5) The Mobility House connects to European Power Exchange, coordinating and trading on the flexibilities of 4,500 electric car batteries totaling 100 MW through its EV Aggregation Platform.

6) For 2nd summer, electric school buses in MA delivered energy back to the grid, this time providing 7 MWh over 32 events.

7) Amazon contracts w/Plug Power to supply almost 11,000 tons of green hydrogen annually for transportation and building operations commencing in 2025, for 30,000 forklifts or 800 long-haul trucks.

8) World’s first hydrogen fuel cell train network now live in Germany’s Lower Saxony, w/14 H2-powered Coradia iLint trains operating on ranges of 600+ miles w/o refueling.

9) California plans $20 mn project to cover 1.3 miles of aqueducts w/solar panels to help minimize evaporation, modeled after existing schemes in India. CA has a 40K mile canal network.

10) Pursuant to September law, Texas bans 10 financial firms – including Black Rock, Goldman and JP Morgan -from doing business w/state claiming they don’t support state’s oil & gas industry.

Three companies team up to offer a V2G project feeding Consolidated Edison in NY; Duke Energy w/V2G pilot in Florida and separate V2G project proposed for N. Carolina; Electrify America to install 200+ DC fast chargers - from 150 KW to 350 KW at 25 U.S. Ikea locations over next 16 mos; Chinese EV battery swap co Aulton completes cumulative 30 million battery swaps; China's Sinopec to build $470 mn green H2 plant supported by 300 MW of solar by June of 2023. producing 20,000 tons of green H2/yr at the low cost of $2.67 per kg; Biden Admin advances floating offshore wind in Maine; Tesla’s VPP delivers 17.5 MW of aggregated storage to CA utilities in the first event.

1) E-mobility company Revel, renewables developer NineDot Energy and V2G outfit Fermata Energy announce the first bi-directional VTG program wConEd's grid in Brooklyn, using three bi-directional chargers to deliver up to 45 kW from 2-6 PM.

2) Duke Energy Florida to launch VTG pilot w/five Ford F-150 Lightnings to evaluate EV bi-directional flows, interaction with customer-sited DERs, and support in outages.

3) Duke Energy Carolina files w/North Carolina regulators for the 2023 V2G pilot involving up to 100 F-150 customers in a subsidized leasing program, with incentives for participation in the demand management program.

4) Electrify America to install over 200 DC fast chargers from 150 KW to 350 KW at 25 U.S. Ikea locations by the end of 2023.

5) Aulton New Energy surpasses cumulative 30 million battery swaps, representing about 2.7 billion miles of driving, with facilities offering fast battery swaps in 20 seconds and performing up to 1000 services per location per day.

6) China's Sinopec will build a $470 million green H2 plant fueled by 300 MW of solar by June 2023, yielding 20,000 tons of H2/yr at only $2.67/kg.

7) France's Total Eren to develop 2,000 MW solar farm in Australia's Northern Territory supporting a 1,000 MW electrolyzer facility yielding 80,000 tons of H2 annually.

8) Biden administration moves forward w/offshore wind in Maine, w/BOEM seeking feedback on wind development rights on 13.7 million acres off Maine coast. Also seeking input on Maine's bid for research lease to test effect of floating turbines on state's fishing industry.

9) Tesla's new CA-based VPP has first emergency response event, w/ 2,342 power walls in PG&E and 268 units in SCE offering up to 16 MW and 1.5 MW of power respectively.

Congress passes historic climate bill; MA Governor signs major climate bill into law; Virginia regulators OK massive $9.8 bn offshore wind project, w/stipulations; CA Energy Commission calls for 25,000 MW of offshore wind by 2045; Ford and DTE agree on PPA involving 650 MW of solar in Michigan; Ford to increase the cost of electric F-150 Lightning by between $6,000 and $8,500; CATL to build 100 GWh battery plant in Hungary; EV wireless charging company WiTricity nabs funding round of $63.

1) Senate and House pass landmark Inflation Reduction Act w/$369 billion for clean energy tech to fight climate change.

2) Massachusetts Governor Baker signs a major climate bill into law, boosting offshore wind, aiding solar, and permitting municipal caps on new gas hookups.

3) Virginia State Corporation Commission approves Dominion Energy plans for $9.8 bn, 2.6-GW, offshore wind project, 27 miles off Virginia Beach.

4) CA Energy Commission targets 3,000-5,000 MW by 2030 and 25,000 MW of offshore wind by 2045. These will be floating turbines, as the state has no continental shelf.

5) Ford and DTE ink new power purchase program under which DTE will develop 650 MW of new solar in Michigan for Ford, boosting the total amount of installed solar in MI by about 70%.

6) Ford cites material cost, and boosts electric F-150 Lightning costs by $6,000-8,500, depending upon options selected.

7) Contemporary Amperex Technology to build $7.4 billion, 100 GWh battery plant in Hungary to supply automakers including BMW, Mercedes-Benz, Stellantis, and VW Group.

8) EV wireless company WiTricity closes funding round of $63 million, led by Siemens. Funds will help WiTricity accelerate wireless charging products, including the development of a V2G solution for parked EVs.

Inflation Reduction Act passes through Senate, bringing $369 billion in investments to combat climate change; New Fortress Energy and Plug Power to build 120MW green H2 plant in TX; Long Ridge Energy project successfully tests new hydrogen-methane blending process for 485MW Ohio power plant in Ohio; NW Natural teams w/Seattle-based Modern Electron on pilot H2 project using high temp pyrolysis tech; Nuclear Regulatory Commission to OK NuScale's 50MW small modular nuclear reactor design; 17 states, D.C., and Quebec, agree to action plan for 100% electrification of medium & heavy-duty vehicles by 2050; Amazon begins deliveries using new Rivian Electric Delivery Vehicle in multiple cities; Chinese electric car maker NIO announces first vehicle this winter w/150kWh semi-solid state batteries, offering 600+ miles of range; MISO's board approves $10.3 billion transmission plan w/18 projects to help w/reliability and more access to low-cost renewables.

1) The Senate approves the Inflation Reduction Act, with $369 billion in investments for a clean energy economy.

2) New Fortress Energy and Plug Power plan to develop a 120MW green hydrogen plant in Texas, yielding over 50 tons of H2 daily, and potentially scaling to nearly 500 MW.

3) Long Ridge Energy project successfully tests new hydrogen-methane blending process to supply 485MW power plant in Hannibal, Ohio. Plant is first to commercially deploy GE H-class turbine - burning a 5% H2 mix and delivering to PJM grid.

4) Gas utility NW Natural announces plans for pilot project w/Seattle-based Modern Electron to produce hydrogen using pyrolysis to split CH4 methane into hydrogen and carbon atoms.

5) Nuclear Regulatory Commission will approve NuScale's 50MW small modular nuclear reactor design. NuScale says it has "18 signed and active MOUs with potential customers in 11 countries." First U.S. installation slated for 2029 at the US DOE's Idaho National Laboratory.

6) 17 states, plus Washington DC and Quebec sign onto action plan for 100% electric medium and heavy-duty vehicles by 2050, calling for: more charging infrastructure, fleet owners to submit data concerning EV use, and state subsidies to address purchase cost differentials.

7) Amazon begins deliveries using its new Rivian Electric Delivery Vehicle in cities such as Baltimore, Chicago, Nashville, and others. The plan is to deploy thousands in over a hundred cities by year's end and 100,000 vehicles by 2030.

8) Chinese electric car maker NIO announces first vehicles in Q4 w/150kWh semi-solid-state batteries and 600+ miles of range.

9) MISO's board approves $10.3 billion transmission plan w/18 projects supporting up to 53,000 MW of wind, solar, batteries, and hybrid projects. Resource adequacy a growing issue in MISO, and transmission will help.

GA PSC approves Georgia Power's 2022 IRP w/2,300 MW of renewables over next three years, 500 MW of battery storage, and 250 MW of DERs; BOEM announces offshore wind sites off TX and LA; USPS increases EV target to 40% of first buy of over 84,000 vehicles; GAF Energy, to open 250 MW plant for nailable solar shingle tiles in Texas; Xcel Energy to develop three sites in its $9 million resilient Minneapolis project, developing micro grids with batteries and solar panels in vulnerable areas; VW unveils 570 kWh used battery EV charging system at German plant; Vistra's 400-MW, 1,600 MWh Moss Landing energy storage facility comes back online after two separate incidents had taken the facility offline for extended period.

1) GA PSC greenlights Georgia Power's 2022 IRP with 2,300 MW of renewables in next three years, and another 6,000 MW of renewables by 2035. Plan also includes 500 MW of batteries and a pilot DER program w/250 MW of customer-sited resources.

2) Bureau of Ocean Energy Management announces locations for offshore wind farms off the coast of TX and LA, w/two leases totaling over 730,000 acres and generation potential sufficient to power 3 million homes.

3) US Postal Service increases percentage of EVs in planned fleet upgrade. It will order at least 25,000 EVs in an initial order with total of 40% electric of first 84,000 vehicles.

4) GAF Energy, a maker of nailable solar shingle tiles, plans to open a new $100 million factory in Texas, increasing U.S. production from 50 to 300 MW.

5) Xcel Energy to develop three sites for its $9 million Resilient Minneapolis project, developing micro grids with batteries, solar panels and other technology in areas vulnerable to the effects of climate change.

6) Volkswagen brings fast-charging park online at its electric car plant in Germany, with 570 kWh second-life EV battery system, eliminating need for new medium voltage transformer investment. 96 battery cell modules will come from used ID.3 and ID.4 pre-production vehicles.

7) Vistra's 400-MW, 1,600 MWh Moss Landing battery energy storage facility comes back online after extended outage.

Europe suffers brutal heat wave, breaking records; Judge issues injunction barring PA from joining RGGI; Sen Joe Manchin says no to climate spending initiative; TVA issues RFP for 5,000 MW of carbon-free energy; Invenergy to boost the size of Grain Belt Express high voltage transmission line from KS to IN, from 4,000 to 5,000 MW; China’s June EV sales exceed 570,000; Bloomberg predicts U.S. EV sales at an inflection point, headed towards 25% by the end of 2025; GM and EVGA to install 500 DC Fast Chargers at Pilot/Flying Js across the U.S.; Ford to electrify Maverick and Ranger pick-up models; IEA indicates global EV sales tripled over past two years.

1) Europe swelters and burns in record heat wave.

2) Pennsylvania State judge issues injunction blocking Pennsylvania from joining Regional Greenhouse Gas Initiative

3) W VA Senator Joe Manchin indicates he will not support new spending on climate initiative.

4) Tennessee Valley Authority with RFP for 5,000 MW of carbon-free energy by 2029, also plans on add’l 10,000 MW of solar.

5) Invenergy expanding $7 billion Grain Belt Express high voltage transmission line from KS to IN from 4,000 to 5,000 MW, delivering 2,500 MW to MO on its way across the state.

6) China June EV sales exceed 570,000 (vs 640,000 in the US all of 2021), w/first half sales at almost 2.5 million (vs 2.6 mn cumulative for U.S.)

7) U.S. Q2 EV sales at 5.6% of total US car sales. Bloomberg analysis of 18 other countries suggest 5% sales is critical tipping point for sales numbers acceleration, suggests 25% by 2025.

8) GM allies w/EVgo to install up to 500 DC fast charging stations (2,000 x 350 kW chargers in total) at Pilot and Flying J travel centers across the US.

9) Ford to follow its F-150 Lightning and electrify smaller Maverick and Ranger pickups.

10) International Energy Agency says EV sales tripled over the past two years. Total net 2021 global growth in car sales came from EVs. This be peak sales year for internal combustion engines.

Uber indicates 15,000 drivers now renting Teslas, with 5 mn trips and 40 mn miles to date; NIO is to start installing 500 kW fast-charging stations in China & Europe this year. W/over 1000 battery swapping stations, NIO is opening 2 new stations in China each day; VW breaks ground on 40 GWh Gigafactory in Salzgitter, Germany, the 1st of 6 for the continent; ChargeWest - 8-state collaborative in the American West - plans to install EV chargers in rural areas; Maine regulators approve DER/battery investment instead of new transmission infrastructure; CT Dept of Energy & Env’l Protection OKs $708 mn, 3-yr efficiency plan; ISO-NE sees electrification of heating and transportation end-uses more than doubling required capacity over next two decades; NYISO warns that accelerating retirement of nuclear and fossil-based dispatchable resources are shrinking reserve margins.

1) Uber announces drivers in over 30 U.S. cities - including LA, Houston, Boston, Chicago, Atlanta, and Miami - can now rent Teslas. To date, 15,000 drivers have taken over 5 mn Tesla trips, logging over 40 mn e-miles. 

2) NIO planning to start installing 500 kW fast-charging stations in China and Europe this year. W/over 1000 battery swapping stations, NIO is opening 2 new stations in China each day. 

3) VW begins building 40 GWh battery gigafactory in Salzgitter, Germany (“SalzGiga”), to support 50,000 EVs/yr. 240 GWH planned for Europe, w/additional plants in N. America.

4) ChargeWest, an 8-state collaborative in the American West (Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah, and Wyoming) to create large EV charging corridor w/focus on rural areas.

5) Maine regulators OK Central Maine Power plan to shore up T&D system w/investments in DERs and other non-wires alternatives, including utility-scale batteries. This will reduce/address peak loads that only occur during a limited number of hours. 

6) CT Dept. of Energy & Env’l Protection approves $708 mn, 3-yr energy efficiency plan, projected to generate $1.7 billion in benefits. Plan will focus on electric and gas customers, w/biggest overdue balances or frequent shutoffs. 

7) ISO-NE projects electrification of heating and transportation will more than double required capacity of grid over next 20 years. Indicates some “balancing resources” will remain necessary for reliability. 

8) NYISO warns accelerating retirement nuclear and fossil generators in past 3 yrs, causing reserve margins to shrink, getting "Close to minimum reliability requirements" as state targets 70% renewables by 2030, and 100% carbon-free grid by 2040.

You already all know about the Supreme Court ruling, so...here's everything else that went on last week.

Rhode Island commits to clean power grid within 10 yrs, the most aggressive target in U.S.; California eases path for interconnecting DERs; Chinese battery giant CATL provides details on new battery tech, w/layered and expandable thermal management using water cooling; Norwegian battery company FREYR to build 29 GWh battery cell factory, Giga Arctic, in Mo i Rana, Norway w/output by Q2 of 2024; Swedish co announces electric hydrofoil to test in Stockholm next year; a consortium of steel buyers, H2 developers and innovation hub announces $2.3 bn electrolyzer project for southern France; Ford issues recall of just under 3,000 electric F-150 Lightnings for tire pressure monitoring issue.

1) Rhode Island Governor signs legislation committing state to have 100% clean power within a decade – well ahead of other states. Purchases of offsets will likely be necessary.

2) CA PUC simplifies DER interconnection process, w/review of projects based hosting capacity analysis. Size limits affecting for expedited review also eliminated.

3) World's largest battery company CATL shows off next gen tech, w/high energy densities, layered and expandable thermal management, and improved housing structure. Water-cooled design allows four times the heat transfer of prior version.

4) Norwegian battery company FREYR announces first battery cell factory, Giga Arctic, in Mo i Rana, Norway. Highly automated 29 GWh plant will start production by Q2 2024, using Massachusetts-based 24M Technologies' semi-solid battery tech.

5) Swedish firm Candela unveils 39-foot, 30-passenger Hydrofoil Shuttle, scheduled for tests in Stockholm next year. Vessel has top speed of 30 Knots and uses only 0.1 kWH of electricity per passenger-kilometer.

6) A group of steel buyers, hydrogen developers, and an EU funded innovation hub create GravitHy Consortium to build $2.3 billion large electrolyzer facility supporting production of carbon-free steel. Plant in Southern France should be ready by 2027, yielding an annual 2 mn tons of carbon-free iron for use in green steel.

7) Ford issues recall of 2,886 electric F-150 Lightnings, owing to a problem w/tire pressure monitoring system. Issue can be fixed immediately at dealerships or w/ forthcoming over-the-air software update

New York State PSC approves 135-MW battery in Queens, NY; Tesla and PG&E to develop VPP using Tesla's distributed Powerwall batteries; Mainspring says its linear generator can run on both fossil fuels and 100% hydrogen or ammonia; Biden Admin teams w/11 NE states to coordinate offshore wind development; Wenatchee, Washington transit agency has been wirelessly charging 12 buses on 300 kW inductive chargers for three years, and plans to increase program w/11 more buses; Michigan battery startup, Our Next Energy working with BMW to demo its iX Electric SUV with mixed-chemistry battery tech offering 600 miles of range; Hanwha Solutions reopening shuttered REC silicone plant in WA state, to produce 16,000 metric tons annually; Four major US solar developers join forces and commit to purchase 7 GW of domestically made solar panels annually to build U.S. supply chain.

1) New York State regulators approve 135-MW battery (duration not spec’d) at the site of Astoria Generating Station, in Queens, just outside of Manhattan.

2) Tesla and Pacific Gas & Electric will develop virtual power plant using distributed Powerwall batteries, w/participants receiving $2/kWh. Tesla claims potential to aggregate up to 50,000 Powerwall systems in program.

3) Linear generator company Mainspring indicates its on-site gen technology can run on fossil fuels, but also on 100% hydrogen or ammonia, without any major alterations. No other engine can currently do that.

4) Biden administration launches formal partnership with 11 East Coast governors (but not Virginia), to bolster and coordinate offshore wind industry activities.

5) Wenatchee, Washington's Link Transit Agency has been wirelessly charging 12 buses for three years, w/charging system from Momentum Dynamics. Four 300-kW inductive charging stations allow the buses to charge during short layovers and operate 12 to 14 hours daily. 11 more buses to be added this year.

6) Michigan battery startup Our Next Energy (ONE) announces agreement w/BMW to demo its iX Electric SUV using ONE mixed-chemistry battery tech offering 600 miles of range. Prototype battery pack uses different chemistries for different purposes, while cutting lithium use by 20% and graphite by 60%.

7) Hanwha Solutions restarts shuttered REC silicone plant in WA State to make 16,000 metric tons annually, bringing supply chain back to U.S.

8) Four major US solar project developers ally and create U.S Solar Buyer Consortium, commit to purchasing 7 GW of domestically made solar panels annually, starting in 2024. AES, Clearway Energy Group, Cypress Creek, and D.E. Shaw Renewable Investment issue RFP for qualified, domestic manufacturers and long-term strategic partnership.

Vattenfall to install first recyclable offshore wind blades; Herz takes delivery of Polestar EVs; CharIN demos heavy truck charger standard at up to 3.75 MW; Stellantis demonstrates the capability to charge Fiat 500 EV wirelessly on a test track; Ford recalls 49,000 Mach E Mustangs; NextEra to eliminate all direct and indirect carbon emissions by 2045; NH’s Liberty Utilities to double rates starting July - up to 22 cents for the energy portion of bill; Australian Energy Market Operator suspends markets for over a week owing to high prices.

1) Swedish energy company, Vattenfall will install Siemens Gamesa's recyclable blades at offshore site.

2) Hertz begins taking deliveries of Polestar EVs, w/up to 30% of fleet electric by 2024.

3) CharIN, a consortium of charging companies and automobile OEMs, demonstrates its Megawatt Charging System, w/goal of creating a common future charging standard for heavy vehicles. Prototype design enables charging capacities of up to 3.75 MW.

4) Stellantis demonstrates electric Fiat 500 equipped to travel and charge wirelessly.

5) Ford stops selling electric Mustang Mach-E, after safety defect discovered, recalls 49,000 vehicles.

6) NextEra to cut all direct and indirect carbon emissions by 2045. It plans to expand Florida Power & Light's solar to 90,000 MW and boost energy storage c to 50,000 MW, w/o increasing customer bills. NextEra projects estimated $4 trillion of investments to decarbonize US economy by 2050, w/up to 7,000 GW of renewables and storage. Also committing to hydrogen, converting up to 16,000 MW of gas fired plants to H2

7) New Hampshire utility, Liberty Utilities will increase rates two-fold, from 11.01 cents, to 22.23 cents/KWh from July December, blaming high gas prices that drive power prices.

8) Australia’s Energy Market Operator suspends national electricity market in face of high prices, setting fixed rates and designating power plants that must operate.

Ford delivers first 201 F-150 Lightning EVs to dealers in May; electric aircraft takes 1,400 mile multi-stop trip from NY to AK; VW’s electric ID.4 to roll of the line by September; Feds propose a series or rules to improve charging experience at chargers funded by Infrastructure Bill; Australian smelter issues RFP for renewables to support aluminum plant; California Energy Commission awards SoCalGas $750,000 grant to investigate developing novel hydrogen production system using biogas; Abu Dhabi’s Masdar and Azerbaijan sign huge renewables and hydrogen deal.

1) Ford’s May EV sales up 222% over the same period last year. First 201 F-150 Lightning delivered to dealers.

2) Single prop ALIA electric aircraft completes 1,400-mile, multi-stop journey from Plattsburgh, New York to Bentonville, Arkansas

3) VW advances production of its ID4 electric vehicle in Chattanooga plant by several months, bringing, "significant quantities" to market by September. Factory will eventually be able to make 10,000 ID4s monthly.

4) Federal Highway Administration rolls out proposed regulations setting minimum standards and requirements for EV charging projects funded by the recently passed Infrastructure Bill. Regs apply to installation, operations, and maintenance of EV charging infrastructure, as well as interoperability, on-premise signage, reporting data, network connectivity, pricing, real time availability, and accessibility through mapping applications.

5) Australian aluminum smelter Rio Tinto issues RFP for 1,140 MW of reliable energy supply from utility-scale wind and solar projects. Rio says this is equivalent to a minimum of 4,000 MW of wind and solar with firming.

6) California Energy Commission gives SoCalGas a $750,000 grant to start developing new hydrogen production system using biogas to create green hydrogen.

7) Abu Dhabi’s Masdar signs agreement with Azerbaijan to develop up to 10,000 MW of renewable projects, including huge Caspian Sea offshore wind project tied to green hydrogen production. Phase 1 includes 1,000 MW each of onshore wind and solar, as well as 2,000 MW of "integrated offshore, wind and green hydrogen projects."