Workers lift a solar panel onto a roof during a residential solar installation in Scripps Ranch, San Diego, California, U.S. October 14, 2016. Picture taken October 14, 2016.
Mike Blake | Reuters
Extreme weather events across the U.S. — from wildfires and drought in the West, to deep freezes and floods in the South and Southeast — have disrupted the electric grid this year. As a result, homeowners are buying solar and energy storage systems at rates never before seen, according to data from solar website SolarReviews.com.
As California faces devastating wildfires and record drought, the website saw a 358% year-over-year jump in solar estimate quotes requested by California residents between June 30 and Aug. 6.
The state has also faced numerous power outages over the past year. PG&E has cut the power on several occasions when dry conditions and high winds increase the risk of sparking a fire. The state has also had trouble on the power supply side, and the California Independent System Operator has issued flex alerts, calling on customers to cut usage when demand is expected to peak. In some cases, rolling blackouts have taken place when power availability comes up short.
A similar phenomenon played out earlier this summer in Oregon, when Portland hit an all-time high of 116 degrees. SolarReviews said that between June 25 and June 30 the website saw a 919% increase in solar estimate requests from the state compared to the same period in 2020.
It’s not only happening in the West. The deep-freeze that hit Texas and the South in February, leading to multi-day power cuts for millions of customers and more than 150 deaths, fueled interest in on-site energy systems. SolarReviews said it saw an 850% jump in quote requests between Feb. 13 and Feb. 17 in Texas.
“These folks that experience environmental difficulty gain a whole different perspective on what solar and batteries are,” SolarReviews founder and President Andy Sendy said.
Launched in 2012, SolarReviews has had more than 25 million unique visitors across its platform of websites that offer information on solar power, as well as highly localized quotes. The website has an option for visitors to request a quote, and SolarReviews makes money by then selling that data to companies that operate in the consumer’s location.
Growing sophistication
Sendy said customers’ questions about solar have become increasingly sophisticated. At first, queries included things like “do solar panels work?” Now, people will ask questions about the type of solar system they should get if they also want to hook up electric vehicles.
Sendy attributes much of this shift to word-of-mouth: Many people know someone who’s gotten solar panels, so their efficacy is now accepted.
But the potential saving on electricity bills has consistently remained the predominant driving force.
“[Customers] make the decision based on the economic benefits,” he said. “The bottom line is it makes money. So whether your motivation is environmental or financial you sort of come to the same decision.”
Sendy has also noticed another shift. At first, customers were interested in systems with the fastest payback. But in the past few years, more people are looking for systems that offer maximum power reliability.
In order for a solar system to operate normally when the central grid goes down, there also needs to be on-site battery storage at each house or building. Rooftop panels won’t function by themselves if service is cut, since to protect utility workers repairing wires, power can’t be flowing back into the grid.
A recent survey from SolarReviews found that battery storage installations have been growing since 2016, with nearly three-quarters of installations over the last five years taking place in 2020.
Installers with a national footprint such as Sunrun, Sunnova and SunPower offer storage options, using products from Enphase Energy and SolarEdge, among others. Goldman Sachs predicts the market for home energy storage will hit $1 billion for the first time in 2022.
A separate survey from SunPower showed similar trends, with a third of homeowners considering changing to solar citing power outages as a driving force. Nearly two-thirds of homeowners with energy storage said outages were a reason for their purchase.
“Against the backdrop of high-profile power outages, the next wave of solar owners view battery storage as a vital component of their solar energy system,” the study said.
Sophisticated software systems also allow customers to use their batteries even while the grid is running as normal. In states where there’s time-of-use pricing, for example, the battery can be charged when electricity prices are low, and it can then power the home when prices are high. Additionally, in some states net metering — where solar energy owners are credited for power they add to the grid — can make having a solar system with storage a particularly attractive option.
While the companies in the solar space that grab headlines are typically those with a national footprint, Sendy said he believes the best solar companies are the small, local ones, given the needed urgency when there are power problems.
“I believe solar is inherently a localized service business. I don’t believe in corporate solar,” he said. “They really haven’t gotten good at the after-sales service.”
China’s Contemporary Amperex Technology Co., Limited (CATL) has unveiled its latest battery cell technologies, which charge as quickly as filling up a gas tank while potentially lowering costs without compromise.
CATL has quickly become the world’s largest battery manufacturer by a wide margin. It is one of, if not the biggest, force for advancing electric transportation.
A big part of CATL’s success is due to its advancements in lithium-iron phosphate battery cells, also known as LFP. LFP cells are cheaper than nickel-rich batteries, but they used to have much lower energy density.
The Chinese battery manufacturers managed to close the gap somewhat while maintaining lower costs, resulting in LFP cells becoming popular for entry-level EVs.
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Now, CATL is looking to do the same with sodium-ion batteries.
Like LFP cells, sodium-ion battery cells have the potential to be cheaper than more common Li-ion cells, but they also offer potential for superior performance, particularly in terms of faster charging and longer lifecycles.
CATL has unveiled today Naxtra, its new sodium-ion battery cells, and it claimed some truly impressive specs.
The new cell reportedly achieves an energy density of 175 Wh per kg (385 Wh per lb), on par with the higher-end of LFP battery cells.
The new cells also offer potential for significant safety improvements.
CATL shared several intense stress tests, including drilling into a cell and even cutting it in half without any thermal event:
The next-gen sodium cells could help further lower the cost of electric vehicles without compromising performance, and while increasing safety.
On top of the new Naxtra cell, CATL has also unveiled its next-gen Shenxing LFP battery cells.
Its charge rate is truly impressive. CATL shared several examples of cars charging at around 1,000 kW and maintaining over 500 kW at over 50% state of charge:
The new cell is being described as capable of adding 300 miles (482 km) of range in about 5 minutes – depending on the EV model.
That’s virtually as quick as filling up a tank of gas.
CATL says that the Shenxing will be in 67 electric vehicle models by the end of the year.
New York State has announced an extra $30 million for point-of-sale rebates to lease or buy more than 60 new EV models.
The rebates are available to consumers through New York’s Drive Clean Rebate program, which offers a point-of-sale rebate off the manufacturer’s suggested retail price (MSRP) of an EV at participating car dealerships in New York State.
The rebate is available in all 62 counties, with the highest rebate of $2,000 available for EVs with a greater-than-200-mile range. (For a 40- to 199-mile range, the rebate is $1,000.) The New York State Energy Research and Development Authority (NYSERDA) runs the program.
NYSERDA President and CEO Doreen M. Harris said, “Converting to EVs reduces the total cost of vehicle ownership through lower fuel and vehicle maintenance costs, and NYSERDA is proud to help provide New Yorkers with more purchasing power through these rebates.”
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The Drive Clean Rebate program has issued over 190,000 rebates to consumers since 2017, contributing to the more than 280,000 EVs on the road in New York State.
NYSERDA also boosted its EV charging incentives. Through the Charge Ready NY 2.0 program, the state is boosting the cash available for Level 2 charger installations at apartment buildings, workplaces, and hotels from $2,000 to $3,000 per port. And if the chargers go into disadvantaged communities, that amount jumps to $4,000 per port.
New York has racked up over 17,000 public EV chargers, making it second only to California for charger count. On top of that, there are more than 4,000 semi-public stations tucked into workplaces and multifamily buildings across the state.
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LTL carrier ArcBest Freight (ABF) announced plans to add five new Orange EV electric terminal tractors to its existing ZEV fleet, bringing its total deployment of these battery electric HDEVs to 14 … with even more to come.
LTL stands for “Less than Truck Load,” and basically means that, since whatever you’re shipping won’t take up a full container, you can share the costs of shipping with other customers with goods going the same way. You save a little more money and the shipper makes a little more money, making it a rare win-win scenario in the shipping space. And that’s important, because LTL containers amount to a massive 15% of total US shipping.
ABF has been putting Orange EV yard dogs to work in their LTL traffic terminals since their initial deployment of four trucks in June 2022. The company added five more a few years later, and just purchased five more — further underscoring their confidence in the benefits of transitioning their fleet to electric power.
“The Orange EV terminal trucks meet our operational requirements and expectations for safe, reliable, and affordable service and performance,” explains Matthew Godfrey, ABF Freight president. “We’re committed to responsible environmental management, and our investment in EVs aligns with our continuous efforts to enhance efficiency while maintaining exceptional service standards.”
Over at The Heavy Equipment Podcast, we had a chance to talk to Orange EV founder Kurt Neutgens ahead of last year’s ACT Expo for clean trucking. On the show (embedded, above), Kurt explained how his experience at Ford helped inform his design ideology, and that the Orange EV was designed to be cost competitive with diesel options, even without subsidies.
Give it a listen, then let us know what you think of the big yard dogs in the comments.