The future of transportation is electric. The future of energy is clean renewables. The future — and increasingly the present — also requires connecting these two. EDF is well on its way in this marathon into the coming decades, and I recently sat down with Raphael Declercq, Executive Vice President of Distributed Solutions at EDF Renewables North America, to talk about these matters and more. Tune in via the embedded SoundCloud player below or on Anchor, Apple Podcasts/iTunes, Breaker, Google Podcasts, Overcast, Pocket, Podbean, Radio Public, SoundCloud, Spotify, or Stitcher.
If you’d like a little more info on what we talked about before listening, below is a summary of the topics. First, though, here’s a bit more about Raphael and his role at EDF to add a little context:
Raphael heads up EDF Renewables North America’s Distributed Solutions business unit. Alongside the president & CEO of the company, he crafts and implements the EDF Renewables strategy in North America. “Raphael has responsibility over the teams and legal entities conducting activities at the distribution level. Through a combination of acquisitions and internal growth, Raphael had a leading role in building the commercial solar, storage and smart electric vehicle charging business of EDF Renewables. He now oversees the operations of this fast-growing part of our business. In his strategy role, he has a focus on identifying growth opportunities for EDF Renewables businesses in North America.” Sounds like quite the platter of responsibilities!
Overall, EDF Group has approximately 150,000 employees worldwide and is a ~$20 billion EBITDA company. The energy and power giant is fully focused on decarbonization in this critical realm of the economy. Most of its new investments are in renewable energy, and all of the power supply it manages is zero-emissions (the company manages France’s extensive nuclear power fleet as well as many renewable energy projects).
A key focus area or solution for EDF Renewables at the moment is PowerFlex, which combines solar PV power, energy storage, and smart EV charging for its customers. One good thing is that the company is seeing a notable increase in customer interest in these matters as a larger and larger number of major companies as well as individuals catch word of record-low solar power prices, the value of integrated energy storage, and a new era of EV competitiveness.
PowerFlex is envisioned as the “one-stop shop” for commercial and industrial customers as it relates to electrification and decarbonization of energy. EDF is focused on both developing the software for these systems and outcompeting others in the implementation/installation of large projects. It brings with it years of experience serving remote islands, as well as exclusive rights to specific Caltech (California Institute of Technology) patents related to adaptive load management. Raphael claims that all of this allows EDF to be “extremely cost competitive” — for example, when it comes to implementation of numerous charging stations at a site.
Overall, the aim of business is often to achieve your objective at the lowest cost possible, and Raphael and I dove into how the company’s extensive integration of solar, storage, and EV charging at various levels provide the ability to scale more, and thus lower overall costs. Without a doubt, I would not like to go pitch implementation of one of these things alone after EDF just pitched its integrated solution.
We circled back to a discussion of what “adaptive load management” is, why it’s so important, and how it helps EDF to serve both EV drivers and the grid. We also covered resiliency and its increasing importance for C&I (commercial & industrial) customers. This includes the rollout of microgrids and dramatically cutting the use of diesel generators in those microgrids through smarter software.
And we touched on a key to the future for EDF as well as the future of the world: recruiting very high-quality personnel to work on these kinds of clean energy solutions rather than going into the consumer/web tech world of Apple, Google, Facebook, etc.
For much more, listen to the podcast!
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Arevon Energy has kicked off operations at Vikings Solar-plus-Storage – one of the US’s first utility-scale solar peaker plants.
The $529 million project in Imperial County, California, near Holtville, features 157 megawatts of solar power paired with 150 megawatts/600 megawatt hours of battery storage.
Vikings Solar-plus-Storage is designed to take cheap daytime solar power and store it for use during more expensive peak demand times, like late afternoons and evenings. The battery storage system can quickly respond to changes in demand, helping tackle critical grid needs.
Vikings leverages provisions in the Inflation Reduction Act that support affordable clean energy, strengthen grid resilience, boost US manufacturing, and create good jobs.
The Vikings project has already brought significant benefits to the local area. It employed over 170 people during construction, many local workers, and boosted nearby businesses like restaurants, hotels, and stores. On top of that, Vikings will pay out more than $17 million to local governments over its lifespan.
“Vikings’ advanced design sets the standard for safe and reliable solar-plus-storage configurations,” said Arevon CEO Kevin Smith. “The project incorporates solar panels, trackers, and batteries that showcase the growing strength of US renewable energy manufacturing.”
The project includes Tesla Megapack battery systems made in California, First Solar’s thin-film solar panels, and smart solar trackers from Nextracker. San Diego-based SOLV Energy handled the engineering, procurement, and construction work.
San Diego Community Power (SDCP) will buy the energy from the Vikings project under a long-term deal, helping power nearly 1 million customer accounts. SDCP and Arevon have also signed an agreement for the 200 MW Avocet Energy Storage Project in Carson, California, which will start construction in early 2025.
Vikings is named after the Holtville High School mascot, and Arevon is giving back to the local community by funding scholarships for deserving Holtville High students.
Arevon is a major renewable energy developer across the US and a key player in California, with nearly 2,500 MW in operation and more than 1,250 MW under construction.
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China’s EV giant BYD is aggressively expanding overseas. As it finalizes plans for yet another EV manufacturing plant, this time in Cambodia, BYD will set up shop next to newly opened Ford and Toyota facilities.
BYD’s impressive growth streak is not slowing down. In October, BYD sold over 500,000 new energy vehicles (NEVs), its fifth straight record sales month and the first time it has crossed the half-million mark in a single month.
With China’s auto market becoming flooded with low-cost competitors, BYD is looking to key overseas markets to drive growth.
After opening its first plant in Thailand earlier this year, a booming EV region, BYD plans to open up shop in another major Southeast Asian market.
According to Khmer Times, BYD is nearing a deal to establish a new EV manufacturing plant in Cambodia. Prime Minister Hun Manet said on Wednesday that the Council for the Development of Cambodia (CDC) is in the final stage of negotiations with BYD to build a new electric vehicle facility in the region.
“We may be aware that BYD is a giant Chinese company specialising in EV production, comparable to Tesla, the largest EV manufacturer in the United States,” Mr Hun Manet said at the event.
BYD closes in on deal for a new EV plant in Cambodia
BYD will follow Toyota, which opened an assembly plant in Cambodia in May, and Ford’s first assembly plant in the region, which opened in June 2022.
Cambodia’s prime minister stressed the importance of attracting new investments. With geopolitical tensions rising, many companies are looking to new locations.
Southeast Asia is expected to become a major electric vehicle hub. The Cambodian government unveiled plans earlier this year to raise automotive and electronics exports to over $2 billion while creating more than 22,000 new jobs.
BYD opening a new EV plant would be “excellent news” for Cambodia, Natharoun Ngo Son, Country Director of EnergyLab, told Khmer Times.
An EV manufacturing plant will “provide an excellent opportunity to reskill or upskill the Cambodian workforce” for new higher-paying jobs. EnergyLab is launching a new skills development program early next year to prepare the Cambodian workforce for the auto industry’s shift to EVs.
The news comes after BYD launched its first electric pickup, the Shark PHEV (BYD Shark 6), in Cambodia last month.
BYD is also planning to open EV plants in Mexico, Brazil, Pakistan, Hungary, and Turkey as it competes with Ford and Toyota in the global auto market.
Electrek’s Take
According to a recent Bloomberg report, BYD is quickly catching up to Ford in global deliveries. BYD outsold Ford in the third quarter by around 40,000 units.
While Ford is cutting more jobs in Europe as part of its restructuring, BYD has been on a major hiring spree as it ramps up production to meet the higher demand.
BYD is known for its low-cost EV models, like the Seagull, Dolphin, and Atto 3, but the Chinese auto giant is expanding into pickup trucks, midsize smart SUVs, and luxury EVs.
Ford is well aware of BYD’s rise in the global auto ranks. CEO Jim Farley has warned rivals in the past about losing significant revenue if they cannot keep up with China. Farley said he was shocked by the advanced tech he saw after a trip to China in early 2023.
Although Ford is shifting gears to focus on smaller, lower-cost EVs, it may be too little too late. Ford is developing what’s promised to be one of the most efficient EV platforms in California, but its first model based on it, a midsize electric pickup, isn’t due out until 2027.
Will BYD overtake Ford in the global auto ranks? Let us know what you think in the comments below.
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Researchers at Canada’s University of Waterloo have developed a new lithium-ion EV battery design that can charge from zero to 80% in just 15 minutes and has a longer lifespan.
The new design also allows batteries to handle up to 800 charging cycles, significantly increasing their lifespan.
Yverick Rangom, a professor in Waterloo’s Department of Chemical Engineering, said, “If we can make batteries smaller, charge faster, and last longer, we reduce the overall cost of the vehicle. That makes EVs a viable option for more people, including those who don’t have home charging stations or who live in apartments. It would also increase the value of second-hand EVs, making electric transportation more accessible.”
The secret sauce here is in the anode, which traditionally relies on graphite. The researchers designed a method to fuse graphite particles together to improve conductivity. This tweak enables lithium ions to move fast without causing typical degradation or safety hazards associated with fast charging.
What’s cool is that they didn’t reinvent the wheel in terms of materials; the team worked with the same lithium-ion components already used in EV batteries today.
“We’re just finding a better way to arrange the particles and providing new functions to the binders that hold them together such as state-of the-art electron, ion, and heat transfer properties,” explained Michael Pope, co-lead of the research and professor at Waterloo’s Ontario Battery and Electrochemistry Research Centre. “This approach ensures that the technology can be scalable and implemented using current production lines, offering a low-cost solution to battery manufacturers.”
The next step? The research team is optimizing the manufacturing process and putting prototypes to the test to gauge industry interest. The goal is to make sure this new battery design isn’t just effective – it has to be scalable and ready for widespread industry adoption.
“It’s crucial that it can be implemented within the existing infrastructure for both battery production and charging stations,” added Rangom, lead researcher for the Battery Workforce Challenge.
The University of Waterloo researchers’ findings are published in the journal Advanced Science.
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