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Automated analysis of power industry news, curated for developers and large loads.

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CleanTechnica•3 days ago

South Africa’s Used EV Market Accelerates — Volvo EX30 & XC40 Most Popular

  • •South Africa's EV market is nascent, with only approximately 4,000 fully electric vehicles currently on the road.
  • •High initial costs of new BEVs have historically limited adoption, but the accelerating used EV market indicates increasing affordability and broader consumer interest.
  • •This growth signals a future increase in electricity demand from the transportation sector, impacting grid planning and potential for new charging infrastructure development.
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CleanTechnica•3 days ago

Tesla To Buy $2 Billion In LFP Batteries From Samsung SDI, GM Project Slowed

  • •Tesla has committed to a $2 billion purchase of LFP batteries from Samsung SDI, indicating strong demand for this battery chemistry in the EV and potentially grid storage sectors.
  • •Samsung SDI's plans for a US battery manufacturing facility are facing significant delays due to ongoing trade and tariff uncertainties in Washington.
  • •A GM project, likely related to battery supply or EV manufacturing, has been slowed, underscoring broader supply chain and policy-related challenges in the battery industry.
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POWER Magazine•3 days ago

Power Quality in the AI Era: Solving for Subharmonics

  • •AI and HPC data centers are elevating power quality, specifically subharmonics, to a critical concern for operators, alongside grid access.
  • •Traditional power quality solutions are proving inadequate for the unique demands of AI/HPC workloads, requiring new approaches.
  • •The rise of subharmonics poses risks to grid stability and reliability, necessitating proactive solutions from grid operators, developers, and large consumers.
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CleanTechnica•3 days ago

A Broad Family EV Journey, Including Tesla FSD 14 for a Member with Parkinson’s

  • •The article highlights significant personal EV adoption (5 Teslas in one family, early adoption from 2014), signaling a rapidly accelerating mainstream trend.
  • •This widespread EV integration points to substantial future increases in residential and commercial electricity demand, impacting grid planning, peak load management, and potentially wholesale power prices.
  • •The mention of advanced features like FSD 14 suggests a future with higher vehicle miles traveled and energy consumption, necessitating robust charging infrastructure and grid upgrades from developers and IPPs.
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CleanTechnica•3 days ago

China’s Direct Assault On Japan’s Most “Domestic” Automotive Segment

  • •China's entry into Japan's protected kei car market, likely with affordable electric vehicles (EVs), signals a significant shift in a previously domestic automotive segment.
  • •This competition is expected to accelerate EV adoption in Japan, driving increased demand for charging infrastructure and grid capacity, impacting electricity demand profiles.
  • •Potential shifts in automotive manufacturing and supply chains between China and Japan could impact industrial electricity demand and energy policy in both regions.
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CleanTechnica•3 days ago

How an Assembler In Guangzhou — Not A Gigafactory — Won The Flying Car Race

  • •The 'flying car race' was reportedly won by an assembler in Guangzhou, challenging the prevailing narrative of Western-centric innovation for advanced personal transport.
  • •This development suggests a diversification of global innovation hubs for new, potentially energy-intensive technologies, moving beyond traditional Silicon Valley or Texas-based 'gigafactories'.
  • •The emergence of such technology from an assembler in Guangzhou could indicate new regional load growth opportunities or different manufacturing energy demand profiles than previously anticipated.
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Utility Dive•3 days ago

Schneider Electric sees energy management demand drive strong quarter

  • •Schneider Electric reported strong demand for its energy management software, systems, and services.
  • •Growth was primarily driven by large power consumers, including data centers, hotels, and retail sectors.
  • •This indicates a significant and growing market for advanced energy efficiency, resilience, and optimization solutions among commercial and industrial loads.
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CleanTechnica•3 days ago

First Drive of the Polestar 4!

  • •The US launch of the Polestar 4 EV signifies the ongoing, rapid expansion of the electric vehicle market, directly translating to increased electricity demand across the grid.
  • •This growing EV load creates significant opportunities for power developers and IPPs in new generation capacity, grid infrastructure, and charging solutions.
  • •Large power consumers should anticipate potential impacts on grid stability and electricity pricing due to increased EV demand, necessitating strategic energy management and potential demand response participation.
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Energy Storage News•3 days ago

Cold beer, hot bricks: Heineken signs deals for 100MWh thermal energy storage system

  • •Rondo Energy announced a 100MWh thermal energy storage (TES) system project at a Heineken brewery in Portugal, marking its second such large-scale industrial deployment.
  • •This project signifies a growing trend among large industrial consumers to adopt TES solutions for decarbonizing process heat, moving away from fossil fuels.
  • •For developers and IPPs, this highlights an emerging market opportunity for industrial-scale TES projects, while large power consumers can see a viable pathway for significant emissions reduction.
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Energy Storage News•3 days ago

‘Collaboration, not isolation’: India’s path to becoming a global energy storage supply hub

  • •India aims to become a global hub for battery manufacturing and energy storage, emphasizing strategic partnerships.
  • •This initiative could diversify global battery supply chains, potentially impacting equipment availability and costs for developers and large power consumers.
  • •The focus on 'collaboration' suggests a supportive policy and regulatory environment in India for fostering domestic manufacturing and international joint ventures.
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Energy Storage News•3 days ago

Samsung SDI ramps ESS battery manufacturing in US to 30GWh, Tesla deal talks reported

  • •Samsung SDI is significantly expanding its US energy storage battery manufacturing capacity to 30GWh by the end of 2026.
  • •This ramp-up reflects a strategic pivot towards ESS due to sluggish EV demand, suggesting increased domestic supply and potential for more competitive pricing for grid-scale and behind-the-meter storage projects.
  • •Reported deal talks with Tesla for battery supply highlight strong market demand for large-scale ESS solutions and potential for major partnerships to secure supply.
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CleanTechnica•3 days ago

Kia To US — No EV4 For You!

  • •Kia's EV4, a popular model in Europe, has been indefinitely postponed for release in the US market.
  • •This decision by a major automotive OEM indicates potential strategic shifts or market challenges impacting EV model availability in the US.
  • •For developers and large power consumers, this may signal a slightly slower pace of EV adoption and associated electricity demand growth than previously projected, influencing load forecasting and infrastructure planning.
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CleanTechnica•3 days ago

Maxus eTerron 9 and the “Grid of Tomorrow” Presented at Electric Power Conference

  • •CEPSI 2025 (Singapore) prominently featured the Maxus eTerron 9, highlighting the critical intersection of electric mobility and power infrastructure.
  • •The concept of the 'Grid of Tomorrow' was central, emphasizing the need for advanced grid solutions to accommodate growing electric vehicle (EV) adoption and integration.
  • •This signals increasing industry focus on Vehicle-to-Grid (V2G) capabilities, smart charging, and the broader implications for future grid planning and demand management for large loads and developers.
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CleanTechnica•3 days ago

A US Energy Storage Startup Will Decarbonize Beer In Europe

  • •US energy storage startup Rondo Energy is deploying its 'Heat Battery' system in Europe to decarbonize a Heineken brewery.
  • •The project aims to replace natural gas with renewable-friendly high heat, directly addressing industrial process emissions.
  • •This initiative highlights a practical application of advanced thermal energy storage for large industrial consumers seeking to reduce their carbon footprint.
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CleanTechnica•4 days ago

BYD Electric Truck Sales Soar — Charts

  • •BYD's non-bus electric commercial vehicle (e.g., truck) sales are significantly increasing, indicating growing market adoption of heavy-duty electric vehicles.
  • •This trend points to rising demand for commercial EV charging infrastructure and increased electricity load from fleet operations, impacting grid planning and capacity.
  • •Large power consumers, particularly those with logistics or commercial fleets, have expanding options for electrifying their operations, influencing their energy procurement and infrastructure investment strategies.
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CleanTechnica•4 days ago

BYD BEV Sales Up 34.5% In October

  • •BYD's Battery Electric Vehicle (BEV) sales increased by 34.5% year-over-year in October, indicating strong and sustained growth in the pure EV market.
  • •This continued growth signals an accelerating electrification of the transportation sector, translating into a significant and expanding new electricity load for grids.
  • •For developers, this implies increasing demand for charging infrastructure projects, grid upgrades, and potential opportunities in fleet electrification solutions.
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CleanTechnica•4 days ago

Tesla & Xpeng Tout Flying Cars

  • •Tesla and Xpeng are reportedly exploring the concept of 'flying cars' for mass market introduction.
  • •The article provides no details on technology, timelines, energy consumption, or infrastructure requirements for these potential vehicles.
  • •For power developers and large consumers, this news currently lacks actionable intelligence regarding new load growth, infrastructure needs, or regulatory impacts.
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CleanTechnica•4 days ago

Wärtsilä Energy Storage Announces GEMS Pulse, A Predictive Analytics Solution

  • •Wärtsilä Energy Storage has launched GEMS Pulse, a new predictive analytics solution designed for energy storage systems.
  • •This solution aims to optimize the performance and reliability of energy storage assets, offering potential operational cost reductions and improved revenue streams for developers and large power consumers.
  • •The underlying GEMS software has already been deployed in real-world energy storage projects, such as one in the Shetlands, indicating practical application and proven capability.
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Utility Dive•4 days ago

Trade, policy ‘headwinds’ push First Solar to boost US production

  • •First Solar is significantly expanding its US manufacturing footprint, adding 3.7 GW of annual finishing capacity by December 2026.
  • •This expansion is a direct response to trade and policy 'headwinds,' likely including incentives from the Inflation Reduction Act (IRA) and tariffs on imported modules.
  • •Increased domestic solar module production offers developers and large power consumers a more secure and resilient supply chain, potentially mitigating price volatility and geopolitical risks.
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CleanTechnica•4 days ago

Dongfeng Motors Showcases Electric Vehicle Lineup at SIEW 2025

  • •Chinese automaker Dongfeng Motors is expanding its presence in Singapore's electric vehicle (EV) market, showcasing its lineup at SIEW 2025.
  • •This expansion signals a growing EV market in Singapore, indicating increasing future electricity demand for charging infrastructure and potential grid impacts.
  • •The prominence of EVs at an energy conference (SIEW) highlights a regional focus on electrification, driving opportunities for power developers and challenges for large power consumers in managing increased demand.
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