The Coming EV Rush. This has the potential to upend the grid transition even faster than previously predicted. There are dozens of brand name models on the market now and a bit of a price war is breaking out. That will only make EV consumers more likely to make a jump over to instant torque. Many of the other barriers to entry have started to be eliminated: charging, range, societal norm and of course operating cost. The EV adoption in the US lags the EU by 3x or more, and this price decrease could become an accelerant. Once this happens, which isn’t a question of if, but when, what will the grid need in terms of build out of new generation and flexibility. We’ll see new rate schedules, pricing signals, infrastructure investments and more. Like I’ve said in the past, the energy transition isn’t about how energy is made but how it’s used.
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Happy Friday. Wrapping up the week that started 2023 with an interesting, and timely, blog post from Bill Gates about the grid and transmission. With trillions of dollars looking to deploy into the transition, we need to get the interconnection and pricing signals done right. Have a great weekend and send me your top news and ideas for next week!
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Expansion, Contraction. You can read 5 different headlines and they all follow a certain theme. Consumers and businesses are using electricity more than they were before. That usage is consistent in volume but inconsistent on location, i.e. you’re working from home some days. Some of the energy you are using today is no longer liquid but electric, i.e. you now drive an electric car or ride an e-bike. More electricity is coming from wind and solar than ever (and growing). All of this results in a grid that needs to expand in some places at some times, and contract in some places at some times. Our grids today are basically in need of slinkies at every point of interconnection to allow for the flexibility that we all expect as consumers.
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