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CleanTechnica•7 days ago

Is The Tesla Semi Finally Coming To Mass Market?

  • •The Tesla Semi, unveiled in Nov 2017, is nearing its 8-year anniversary with delayed mass market entry, indicating significant hurdles for heavy-duty EV adoption.
  • •Its eventual widespread deployment promises substantial emissions reductions in transport but will create significant new, concentrated electricity demand.
  • •This shift necessitates robust grid infrastructure upgrades, new interconnection points for charging depots, and potentially increased demand for renewable energy PPAs to power fleets.
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CleanTechnica•7 days ago

When It Comes To Cars, Americans Are Living Large

  • •Americans are purchasing large SUVs and trucks at a record pace.
  • •Regulatory changes have made the production and sale of these larger vehicles significantly more profitable for manufacturers.
  • •This trend indicates a potential increase in overall transportation energy demand, impacting fuel markets and future electricity demand if these vehicles are electrified, and could challenge emissions reduction targets.
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CleanTechnica•7 days ago

Ford Picks The Perfect Time To Pitch EVs, And California, Too

  • •Ford's introduction of a 2026 Mustang Mach-E GT California Special package signals continued OEM investment and market focus on electric vehicles.
  • •Targeting California specifically highlights the state's role as a primary EV market, indicating sustained load growth potential within the CAISO region.
  • •This ongoing push for EV adoption reinforces the long-term trend of transportation electrification, driving increased demand for grid capacity and charging infrastructure.
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CleanTechnica•7 days ago

Enphase Announces Off-Grid Solar Power & Energy Storage System

  • •Enphase, a prominent OEM, has announced its entry into the off-grid market with an integrated solar power and energy storage system.
  • •The solution targets the existing off-grid population in the US (estimated at hundreds of thousands) and a larger demographic interested in energy independence.
  • •For developers, this introduces a new, potentially robust, branded product offering for off-grid projects; for large loads, it presents an option for enhanced energy resilience or complete grid defection.
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Energy Storage News•8 days ago

Envision launches modular ‘Gen 8’ BESS equipped with 750Ah-plus cells

  • •Envision Energy has launched its 'Gen 8' grid-scale BESS, featuring 750Ah-plus cells in a 10-foot modular DC block.
  • •The new BESS is designed for high scalability, allowing configurations of 12MWh or more, suitable for large-scale energy storage projects.
  • •This product offers developers and IPPs a high-density, modular solution, potentially improving project economics and deployment efficiency for grid services and large load support.
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CleanTechnica•8 days ago

Amazon Rivian Electric Delivery Vans Arrive in Canada

  • •Amazon has launched 50 Rivian electric delivery vans (EDVs) in Vancouver, Canada, marking their first deployment in the country.
  • •This initiative signifies a growing trend of large commercial fleets electrifying, creating new, concentrated electricity demand centers.
  • •For developers and large power consumers, this highlights the increasing need for robust grid infrastructure, charging solutions, and potentially dedicated power supply to support large-scale EV operations.
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CleanTechnica•8 days ago

Truckmakers Lobby European Commission to Weaken Their Emissions Targets and Cut Zero Emission Truck Sales

  • •Major truck OEMs (Scania, MAN, Volvo, Daimler, IVECO, Ford) are lobbying the European Commission to weaken CO2 emissions targets for heavy-duty vehicles and allow emissions credits.
  • •This action directly challenges the EU's existing truck CO2 Regulation, aiming to slow the mandated transition to zero-emission trucks.
  • •For developers and large power consumers, a successful lobby could delay the widespread adoption of electric heavy-duty trucks, potentially slowing the growth of demand for charging infrastructure and associated grid upgrades, impacting investment timelines for EV charging solutions and fleet electrification strategies.
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CleanTechnica•8 days ago

BMW Is One Step Closer To The Solid-State EV Battery Of The Future

  • •BMW, US startup Solid Power, and Samsung SDI are collaborating on a sulfide-based solid-state EV battery, marking a significant step in next-generation battery technology development.
  • •This advancement promises higher energy density, faster charging, and improved safety for electric vehicles, which is expected to accelerate EV adoption rates.
  • •For developers and large power consumers, increased EV penetration signals a growing future electricity demand, creating opportunities in charging infrastructure, grid services (e.g., V2G), and advanced battery storage integration for demand management or resilience.
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CleanTechnica•8 days ago

Hyundai Launches ELEXIO SUV For China

  • •Hyundai's launch of the ELEXIO, an all-electric SUV with a 722 km CLTC range and competitive pricing in China, signals rapid acceleration of EV adoption.
  • •This trend implies significant future electricity demand growth, requiring developers to plan for increased generation capacity and grid infrastructure upgrades.
  • •The use of the scalable E-GMP platform underscores ongoing OEM investment in EV technology, further solidifying the long-term shift towards electric transportation and associated load increases.
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CleanTechnica•8 days ago

Carlos Tavares Thinks Tesla Might Be Dead In 10 Years

  • •Former Stellantis CEO Carlos Tavares, who led the company from January 2021 to December 2024, predicts Tesla's potential demise within 10 years.
  • •This statement from a major automotive industry leader (Stellantis owns 14 brands) signals intense competition and potential volatility in the electric vehicle (EV) market.
  • •For developers and large power consumers, this highlights the evolving landscape of EV adoption and the need to critically assess long-term growth projections and associated charging infrastructure demand, considering potential shifts in market dominance among EV manufacturers.
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CleanTechnica•8 days ago

Discussing Tesla’s Unboxed Manufacturing & The Future Of The Company

  • •Tesla's recently patented "unboxed" manufacturing process is designed to significantly reduce production costs and time across its product lines, including energy storage.
  • •This manufacturing innovation could lead to increased availability and more competitive pricing for Tesla's grid-scale (Megapack) and commercial/industrial (Powerwall) energy storage systems.
  • •The company's strategic focus on manufacturing efficiency signals a push to scale its energy division, potentially accelerating the deployment of battery storage projects for developers and large power consumers.
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CleanTechnica•8 days ago

Hyundai’s BEV Sales Grow 47% Globally

  • •Hyundai's Battery Electric Vehicle (BEV) sales grew 47% globally, signaling a significant acceleration in EV adoption across the automotive sector.
  • •This growth indicates a rising future electricity demand from the transportation sector, creating opportunities for new generation, grid infrastructure development, and charging solutions.
  • •Large power consumers should anticipate increasing power requirements for employee and fleet EV charging, influencing future energy procurement strategies and potential PPA structures.
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CleanTechnica•8 days ago

China Omits Mention Of New Energy Vehicles In Latest 5-Year Plan

  • •China's latest 5-year plan omits New Energy Vehicles (NEVs) from its list of top priorities.
  • •This policy signal suggests a potential shift in the Chinese government's direct focus or level of support for the NEV sector.
  • •For developers and large loads, this could indirectly influence global supply chain stability for batteries and critical minerals, and potentially alter long-term demand projections for EV charging infrastructure.
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POWER Magazine•8 days ago

Hydrogen Powering UK Airport Through CHP Unit

  • •A pioneering hydrogen combustion engine CHP trial, led by EMEC, successfully powered Kirkwall Airport in Orkney, UK.
  • •This marks the first instance of hydrogen meeting both power and heat demands for a UK commercial airport.
  • •The project demonstrates a viable, real-world application of hydrogen for critical infrastructure and large energy consumers seeking decarbonization.
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Utility Dive•8 days ago

US has onshored full solar supply chain: SEIA

  • •The U.S. now possesses a complete domestic solar supply chain, from silicon ingots and wafers (with Corning's Michigan factory) to finished modules.
  • •This onshoring reduces reliance on foreign imports, potentially stabilizing solar component costs and improving supply chain predictability for developers and large power consumers.
  • •The development strengthens eligibility for domestic content incentives under the IRA, enhancing project economics and reducing risk for IPPs and large energy users seeking renewable power.
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CleanTechnica•8 days ago

JB Straubel’s Bet On EV Battery Recycling Is Paying Off, Bigly

  • •EV battery recycler Redwood Materials has strategically expanded into the large-scale energy storage market.
  • •This expansion is directly linked to the surging demand for energy infrastructure driven by the AI boom, indicating a significant market opportunity for storage developers and suppliers.
  • •The move highlights the growing importance of a circular economy for battery components, which could influence future supply chain stability and material costs for energy storage projects.
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Utility Dive•8 days ago

Bloom Energy says it’s on track for 2 GW annual production capacity

  • •Bloom Energy is scaling its fuel cell manufacturing to 2 GW annually, signaling a significant increase in the availability of modular, distributed generation technology.
  • •This expansion is driven by the demand from AI data centers seeking resilient, on-site power, suggesting a growing market for alternative energy solutions that bypass traditional grid reliance.
  • •For large power consumers and developers, Bloom's increased capacity offers a viable, scalable option for securing dedicated, potentially lower-emission power directly at the load, mitigating grid congestion and price volatility.
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Energy Storage News•8 days ago

BYD and Skysense partner to deploy 300MWh of energy storage in Latin America

  • •BYD and Skysense have formed an alliance to deploy 300 MWh of energy storage across Mexico and other Latin American countries.
  • •This significant project highlights the rapid growth and investment in the Latin American battery energy storage system (BESS) market.
  • •For developers and large power consumers, this signals increasing availability of grid-scale storage solutions, offering enhanced grid stability, peak demand management, and improved renewable energy integration.
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Energy Storage News•8 days ago

Sungrow’s Q3 revenue, net profit and shipments soar

  • •Sungrow reported soaring Q3 2025 revenue, net profit, and shipments, indicating robust growth.
  • •The company is described as 'in a league of its own' in terms of financial data and market capitalization.
  • •This strong performance signals a stable and dominant OEM in the solar and energy storage sectors, potentially ensuring reliable supply and competitive offerings for developers and large consumers.
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Energy Storage News•9 days ago

Energy storage demand offsets EV slowdown, driving LG Energy Solution profit increase

  • •LG Energy Solution (LG ES) reported increased quarterly profits, primarily driven by robust demand for energy storage solutions.
  • •This growth in energy storage demand is occurring despite a slowdown in electric vehicle (EV) sales, indicating a strong, independent market for grid-scale and commercial/industrial battery deployments.
  • •The shift in LG ES's profit drivers underscores the increasing market maturity and financial viability of battery energy storage systems (BESS) for developers and large power consumers.
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