On October 14, Maksim Timchenko, the CEO of DTEK, Ukraine’s largest private power generator, updated Economichna Pravda on the status of Ukraine’s electrical grid in the face of Russian strikes against the country’s power installations. He also talked about what the company’s future plans are for implementing renewables, despite the Russian attacks. DTEK shared that interview today with Electrek, and we have edited the English translation sent to us below for length and clarity.
Economichna Pravda: Looking at Ukraine’s entire energy system, how much capacity was there before the October 10 strikes in the country, and how much is left now?
Maksim Timchenko: It is important to understand the difference between the capacity that is left and the capacity that is still available. These strikes are not aimed at generating facilities to prevent us from producing electricity but at connection systems tied to the Ukrainian energy system. They hit open switchgears, transformers, switches, so that a station that can produce electricity cannot be connected to the unified power system. That is, the key targets are Ukrenergo transformer high-voltage substations and power distribution equipment at thermal power plants.
What [are] the tactics behind this? Since Soviet times, we have built unified energy systems so that if one of the generation flows fails at some part of the system, another one picks it up. That is, everything is looped and we work in a single system. In Soviet times, a power system scheme was built, where everything is set up for similar events that are happening today.
I think the Russian military [consults] their power engineers and they explain how to cause maximum harm to the energy system.
When Ukrenergo’s 750 kilowatt nodal substations, which connect the regions where the generation facilities are located get hit, then a surplus is obtained in one region, and a deficit in another. They hit these substations. This is exactly what happened on Monday and Tuesday. Yesterday morning [July 13 – EP] they struck to prevent supply of electricity to Kyiv.
Economichna Pravda: How many megawatts or as a percentage of the total number of capacities have been taken down?
Maksim Timchenko: From the point of view of generation, we [have] capacities that are destroyed and those that are occupied. The biggest deprivation of capacity is the seizure of the Zaporozhye Nuclear Power Plant. Today, 6,000 megawatts are not available. This is the most difficult situation.
Speaking of our thermal power plants: We have lost control over the Uglegorsk [thermal power] station, and the Lugansk, and the Zaporizhzhya thermal power plant, which is next to the Zaporizhzhia nuclear power station [Editor’s note: It’s the largest nuclear power plant in Europe]. Three thermal power plants and one nuclear power plant are located [in] the temporarily occupied territories and cannot produce electricity for the country.
Second, regarding the power output, the Ladyzhynska [thermal power] station in the Vinnitsa region, which was also hit this week, [is not in operation] today. We are working to put it back into operation. The rest of the thermal power plants are operating.
Economichna Pravda: It is about 10,000 megawatts.
Maksim Timchenko: Yes. 6,000 – Zaporizhzhia [nuclear power station], Uglegorsk, and Zaporizhzhia – 1,200 each. All together up to 10,000 megawatts out of 50,000 megawatts. In general, the country runs on about 52,000 megawatts.
Economichna Pravda: When a minister or ministry says that 30% of the power industry is out of operation, can you say that this is misinformation?
Maksim Timchenko: I certainly don’t want to challenge the minister’s statement. [I]t can be perceived in different ways. “Out of operation” in terms of the fact that we have lost connection systems – [that] is correct. That is, if we do not have connections with generating stations, as I said, then we have lost 30% of the capacity when it comes to the process of energy delivery to the consumer.
Why were the rolling blackouts implemented? Because the power that was produced could not be delivered to the grids. In this regard, he was probably right. From the point of view of the availability of capacities in working condition, I outlined the picture for you.
[…]
There is enough own capacity within Ukraine to get through the winter and for normal operation. The problem is the hits and damage done to the infrastructure that allows this power to be provided.
Economichna Pravda: If our Russian “friends” smash the capacities, and not the output of capacities, then the energy system will be without thermal generation. Is nuclear generation capable of operating under such circumstances?
Maksim Timchenko: Firstly, we have Ukrhydroenergo [a state company that administers hydro power plants]. Hydroelectric power plays an important balancing role. Secondly, along the lines that electricity [is exported] to the EU, imports can also be carried out. Accordingly, this can also play a role in power balancing.
We are not stopping our battery storage installation project. [W]e still plan to bring and install 20 megawatts of storage capacity. This battery storage will also play an important role in balancing. It may not be such a large volume, but in this situation it is important.
Therefore, I believe that we cannot have some kind of Armageddon, a situation where everything will be broken, and we will end up having a total blackout. I don’t believe [we will have] this scenario. Although I did not believe in a war with Russia. Everything is possible, but based on how we have performed and how the system has performed in terms of sustainability, I have confidence that we will cope with these challenges. Again, in conjunction with the military.
I rely heavily on Ukrainian Air Defense Forces. Still, even with such a massive attack, more than 50% of the missiles have been shot down. These are certain lessons for us and for the military, how to deal with such situations.
Economichna Pravda: There is an opinion that the nuclear power generation infrastructure will also be destroyed and thus thousands of megawatts will be “extinguished.” Do I understand correctly that if such a scenario is implemented, then we have the technical capabilities and agreements with Europe to take electricity from them?
Maksim Timchenko: Yes. Firstly, my personal comment: These Russians, perhaps, still have enough brains with their conditionally high-precision weapons not to hit nuclear power plants, because you can miss and hit the block. I hope that they will not destroy the infrastructure of nuclear power plants. But nothing can be a certainty with this madness.
Yes, there are technical possibilities, there are agreements, there are financial issues, and they are still being discussed in terms of paying for electricity. You know, in our country [it’s] 4-5 times cheaper than in Europe, and the delivery will, of course, be at the level of European prices.
Economichna Pravda: The other day we saw a message from the head of DTEK Dnipro Electric Grids. He was looking for generators. Do people need to buy electric generators?
Maksim Timchenko: I don’t want to inspire any false calm. We live in the times of highest uncertainty. And, frankly, if it is possible to buy a generator, then it is better to buy [one]. If we take a sober look at the situation that is happening now, it is better to have reserve capacities.
…
Economichna Pravda: Do you agree with the statement that this war will last for years? If so, then [will you] change the group’s strategy in terms of at least diversifying your businesses to other countries [on] the European continent?
Maksim Timchenko: Yesterday I [held] a job interview – we still hire people to work for important positions in the company. And … the candidate [asked]: I watched your corporate strategy 2030 [New Strategy DTEK 2030], what has changed in it? My answer was: Fundamentally nothing has changed.
The priority for the development of green generation remains. It was very important for me to hear the president’s position that it is necessary to create a “green hub” in Ukraine to supply electricity to Europe, and help Europe get away from over-dependence on Russian energy resources.
We have all the possibilities for this: grid access, favorable topography, wind, sun, and experience. We said that we would [make] green generation a priority, and we are not giving up on this.
In the same strategy, we [addressed] our international development. … The first plans for our investments abroad were laid down. And, in accordance with this strategy, we continue to do so. Today we are implementing projects for the construction of wind and solar stations. As part of these projects, we want to develop an entire ecosystem of solar and wind power plants, including those with energy storage systems.
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Japanese equipment giant Kubota brought 22 new or updated machines to the 2025 bauma expo earlier this year, but tucked away in the corners was a new retrofit kit that can help existing customers decarbonize more quickly, and more affordably.
The latest equipment maker to put its name on the retrofit list is Kubota, who says its kit can be installed by a trained dealer in a single day.
That’s right! By this time tomorrow, your diesel-powered Kubota KX019 or U27-4 excavator (shown) could be fitted with an 18 or 20 kWh li-ion battery pack and electric drive motors and ready to get to work in a low-noise or low-vibration work environment where emissions are a strict no-no. Think indoor precision demolition or historic archeological excavation.
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Then, if necessary, it can go right back to diesel power.
Kubota says its modular retrofit kits is a response to the increasing global demand for sustainable alternatives by focusing on making machinery that’s flexible and repairable enough to be “reusable,” and offer construction fleet managers a longer operational lifespan, superior ROI (return on investment), and lower TCO (total cost of ownership) than the competition.
Kubota’s solution also notably reduces maintenance costs and operational overheads. With no engine and associated components, servicing time and expenses are considerably reduced, saving customers both time and money. Additionally, with electricity costing far less than fossil fuels, it offers a highly economical advantage.
International Rental News reports that other changes to the excavators include a more modern cab controls with a digital instrument cluster, a 60 mm wider undercarriage for more stability, and an independent travel circuit allows operators to use the boom, dipper, bucket, and auxiliary functions without an impact on tracking performance.
Kubota’s new kit, first shown at last year’s Hillhead exhibition in the UK, will officially be on sale this summer – any day now, in fact – though pricing has yet to be announced.
Electrek’s Take
If you’re wondering how it is that we’re still talking about bauma 2025 a full quarter after the show wrapped up, then I haven’t done a good enough job of explaining how positively massive the show was. Check out this Quick Charge episode (above) then let us know what you think of Kubota’s modular power kits in the comments.
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Elon Musk isn’t happy about Trump passing the Big Beautiful Bill and killing off the $7,500 EV tax credit – but there’s a lot more bad news for Tesla baked into the BBB. We’ve got all that and more on today’s budget-busting episode of Quick Charge!
We also present ongoing coverage of the 2025 Electrek Formula Sun Grand Prix and dive into some two wheeled reports on the new electric Honda Ruckus e:Zoomer, the latest BMW electric two-wheeler, and more!
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.
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Solar and wind accounted for almost 96% of new US electrical generating capacity added in the first third of 2025. In April, solar provided 87% of new capacity, making it the 20th consecutive month solar has taken the lead, according to data belatedly posted on July 1 by the Federal Energy Regulatory Commission (FERC) and reviewed by the SUN DAY Campaign.
Solar’s new generating capacity in April 2025 and YTD
In its latest monthly “Energy Infrastructure Update” report (with data through April 30, 2025), FERC says 50 “units” of solar totaling 2,284 megawatts (MW) were placed into service in April, accounting for 86.7% of all new generating capacity added during the month.
In addition, the 9,451 MW of solar added during the first four months of 2025 was 77.7% of the new generation placed into service.
Solar has now been the largest source of new generating capacity added each month for 20 consecutive months, from September 2023 to April 2025.
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Solar + wind were >95% of new capacity in 1st third of 2025
Between January and April 2025, new wind provided 2,183 MW of capacity additions, accounting for 18.0% of new additions in the first third.
In the same period, the combination of solar and wind was 95.7% of new capacity while natural gas (511 MW) provided just 4.2%; the remaining 0.1% came from oil (11 MW).
Solar + wind are >22% of US utility-scale generating capacity
The installed capacities of solar (11.0%) and wind (11.8%) are now each more than a tenth of the US total. Together, they make up almost one-fourth (22.8%) of the US’s total available installed utility-scale generating capacity.
Moreover, at least 25-30% of US solar capacity is in small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar + wind to more than a quarter of the US total.
With the inclusion of hydropower (7.7%), biomass (1.1%), and geothermal (0.3%), renewables currently claim a 31.8% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables are now about one-third of total US generating capacity.
Solar is on track to become No. 2 source of US generating capacity
FERC reports that net “high probability” additions of solar between May 2025 and April 2028 total 90,158 MW – an amount almost four times the forecast net “high probability” additions for wind (22,793 MW), the second-fastest growing resource. Notably, both three-year projections are higher than those provided just a month earlier.
FERC also foresees net growth for hydropower (596 MW) and geothermal (92 MW) but a decrease of 123 MW in biomass capacity.
Taken together, the net new “high probability” capacity additions by all renewable energy sources over the next three years – i.e., the bulk of the Trump administration’s remaining time in office – would total 113,516 MW.
FERC doesn’t include any nuclear capacity in its three-year forecast, while coal and oil are projected to contract by 24,373 MW and 1,915 MW, respectively. Natural gas capacity would expand by 5,730 MW.
Thus, adjusting for the different capacity factors of gas (59.7%), wind (34.3%), and utility-scale solar (23.4%), electricity generated by the projected new solar capacity to be added in the coming three years should be at least six times greater than that produced by the new natural gas capacity, while the electrical output by new wind capacity would be more than double that by gas.
If FERC’s current “high probability” additions materialize, by May 1, 2028, solar will account for one-sixth (16.6%) of US installed utility-scale generating capacity. Wind would provide an additional one-eighth (12.6%) of the total. That would make each greater than coal (12.2%) and substantially more than nuclear power or hydropower (7.3% and 7.2%, respectively).
In fact, assuming current growth rates continue, the installed capacity of utility-scale solar is likely to surpass that of either coal or wind within two years, placing solar in second place for installed generating capacity, behind only natural gas.
Renewables + small-scale solar may overtake natural gas within 3 years
The mix of all utility-scale (ie, >1 MW) renewables is now adding about two percentage points each year to its share of generating capacity. At that pace, by May 1, 2028, renewables would account for 37.7% of total available installed utility-scale generating capacity – rapidly approaching that of natural gas (40.1%). Solar and wind would constitute more than three-quarters of installed renewable energy capacity. If those trend lines continue, utility-scale renewable energy capacity should surpass that of natural gas in 2029 or sooner.
However, as noted, FERC’s data do not account for the capacity of small-scale solar systems. If that’s factored in, within three years, total US solar capacity could exceed 300 GW. In turn, the mix of all renewables would then be about 40% of total installed capacity while the share of natural gas would drop to about 38%.
Moreover, FERC reports that there may actually be as much as 224,426 MW of net new solar additions in the current three-year pipeline in addition to 69,530 MW of new wind, 9,072 MW of new hydropower, 202 MW of new geothermal, and 39 MW of new biomass. By contrast, net new natural gas capacity potentially in the three-year pipeline totals just 26,818 MW. Consequently, renewables’ share could be even greater by mid-spring 2028.
“The Trump Administration’s ‘Big, Beautiful Bill’ … poses a clear threat to solar and wind in the years to come,” noted the SUN DAY Campaign’s executive director, Ken Bossong. “Nonetheless, FERC’s latest data and forecasts suggest cleaner and lower-cost renewable energy sources may still dominate and surpass nuclear power, coal, and natural gas.”
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