![This is how government overreach could bring the US solar industry to its knees [Update]](https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/08/Marty-Walsh-First-Solar.jpeg?resize=1200,628&quality=82&strip=all&ssl=1)
This is how government overreach could bring the US solar industry to its knees [Update]
The Solar Energy Industries Association (SEIA), the nonprofit trade association of the US solar industry, just flagged a proposed change to the 2024 International Building Code by the Federal Emergency Management Agency (FEMA) that would do more harm than good to the US solar industry.
November 11: Good news! US solar just averted a major crisis.
The International Code Council’s members – that’s who sets US building codes – have approved two compromise proposals that designate solar and storage projects as Risk Category 2 infrastructure, rather than Risk Category 4, which is typically reserved for emergency services buildings and structures and would have made solar growth prohibitive.
SEIA president and CEO Abigail Ross Hopper said:
We are grateful to the ICC voters for recognizing how impractical it was to include solar and storage projects as Risk Category 4. This decision is undoubtedly a victory for clean energy deployment in the United States after more than 300 companies signed a letter urging approval of SEIA’s compromise proposals.
The extreme and overly burdensome code measures that would have been required under the FEMA proposal could have stifled clean energy growth without improving grid resilience. The resulting effect, whether intended or not, would have been a disastrous decrease in renewable energy projects while we aggressively strive to meet important climate goals.
Bureacratic overreach on solar
Abigail Ross Hopper, president and CEO of the SEIA, published a blog yesterday that draws attention to the potential damage this misguided code change would inflict on solar, battery storage, and wind. She writes:
This misguided proposal by FEMA would raise the structural “risk category” for ground-mounted solar installations, energy storage systems, and wind turbines to the highest level possible, on par with requirements for hospitals and fire stations.
Ross Hopper argues that the current codes ain’t broke, so don’t fix them:
This is a gross overreach. There is no extended record of irreparable damage to solar arrays from higher seismic, wind or snow loads, and there is no justification for these overly burdensome codes.
There are already strict requirements in place that make solar panels sufficiently resilient against high winds and snow loads. Ross Hopper cites the resilience of Florida’s Babcock Ranch development, a “solar-powered town” 12 miles outside of Fort Myers that kept its power, internet, and water supply despite the devastating Hurricane Ian passing over it. CNN writes:
“We have proof of the case now because [the hurricane] came right over us,” Nancy Chorpenning, a 68-year-old Babcock Ranch resident, told CNN. “We have water, electricity, internet — and we may be the only people in Southwest Florida who are that fortunate.”
The proposed code changes would result in unnecessary increased costs for solar projects, as developers would need to procure more materials such as steel, concrete, and higher rated solar PV modules to comply with stricter new requirements. The SEIA fears that this would make solar growth cost prohibitive:
This much is certain: The proposed code change is unworkable. In its current form, S76-22 would cause a drastic spike in construction costs, forcing the cancellation of dozens of gigawatts of clean energy projects that support thousands of jobs and that the United States is relying on to boost grid resiliency.
As for wind power, the SEIA points out in its fact sheet that S76-22’s “unneeded load increases constrain the size & height of wind turbines, reducing power output.”
Proponents of S76-22 believe that applying higher seismic, wind, and snow loads to structural calculations would lead to greater grid reliability.
But grid reliability is under the scope of influence of the North American Electric Reliability Corporation (NERC) and the Federal Energy Regulatory Commission (FERC), and the SEIA says those two agencies weren’t even consulted about FEMA’s code change proposals.
So, the SEIA has opted for political diplomacy: It’s calling for compromise solutions that would allow solar projects to be designated as Risk Category 2:
While it still increases the structural requirements for solar facilities, this framework takes a reasonable approach and will help ensure more projects get built.
Electrek’s Take
I met up with a solar industry executive on September 8 for coffee here in Vermont. They were headed to FERC’s “New England Winter Gas-Electric Forum” in Burlington and said that no clean energy industry representatives were included on the panel.
I found that extremely surprising, seeing how the Biden administration is pushing hard for the move to electrification, and FERC is a federal government agency. The executive explained that government agencies can sometimes lag behind in getting on the bandwagon on newly implemented initiatives such as the Inflation Reduction Act.
That situation seems to be the case here with the stricter FEMA building code proposal. It falls into the “well intended, poorly executed” category, and SEIA is right: It needs to either be amended or scrapped. The United States can’t afford to lose momentum under any circumstances in its move to clean energy.
Read more: This modular off-grid solar EV charger can be installed in just four hours
Photo: US Secretary of Labor Marty Walsh at First Solar
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Tesla has started to offer discounted financing on Cybertruck as the electric pickup truck undoubtedly turns out to be a flop.
Tesla claimed over 1 million reservations for the Cybertruck, and CEO Elon Musk said he could see Tesla producing 500,000 units per year.
However, that was before Tesla announced that the production version would be much more expensive and have a shorter range than what was initially announced.
The Cybertruck has now been in production for a year and a half, and it looks like Tesla would be lucky to sell about 10% of Musk’s goal of 500,000 units.
The automaker doesn’t report Cybertruck sales, but it is estimated that Tesla delivered roughly 40,000 Cybertrucks in 2024, and it is expected to have even more issues selling the truck this year.
Tesla has taken several steps to help sales.
We reported that Tesla launched Cybertruck leases to help move vehicles. The company is even still tucked with “Foundations Series” Cybertrucks, and we found out that Tesla buffed “Foundations Series” badges out of some trucks to sell them as cheaper regular Cybertrucks.
For the remaining “Foundations Series,” which there still are despite Tesla switching to regular Cybertruck production in October, Tesla has even offered free Supercharging for life.
Now, Tesla is stepping up its game, and it is offering discounted financing on new Cybertruck orders:
Tesla announced 1.99% APR for a limited time:
1.99% APR available for a limited time for well-qualified buyers
WIthout the “promotion”, the rate for excellent credit is 5.84%.
While Tesla is discounting the rates, it is not discounting them as much as for new Model 3 orders.
We reported earlier this week that Tesla offers 0% and 0.99% with $0 down on new Model 3 orders in the US until the end of the quarter.
Electrek’s Take
It is very possible that Tesla can’t sell more than 10,000 Cybertrucks this quarter, which would extrapolate to 40,000 units per year or less than 10% of what Elon said he would see Tesla delivering.
Now, the cheaper single motor Cybertruck should help, but by how much? It could bring Tesla to 20-30% of the volume Elon saw possible?
I think it’s fairly clear that the Cybertruck is a flop.
Tesla launched a single new vehicle in the last 5 years and it is a flop.
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Environment
Toyota launched its cheapest EV in China and it crashed the server starting at just $15,000
Toyota looks to grab a bigger share of the world’s largest EV market as it takes aim at BYD and other low-cost leaders. On Thursday, Toyota launched its cheapest EV in China, the bZ3X, starting at roughly $15,000. The new electric SUV crashed the server with over 10,000 orders in an hour.
Meet Toyota’s cheapest EV in China, the bZ3X
The bz3X is Toyota’s “first 100,000 yuan-level pure electric SUV” in China and its cheapest EV to hit the market so far.
Toyota’s Chinese joint venture, GAC-Toyota officially launched the “Bozhi 3X,” or bZ3X for short, in China on March 6. Shortly after, the company said orders for its new electric SUV were “so popular that the server crashed” after revealing prices start at just over $15,000 (109,800 yuan).
After securing over 10,000 orders in just one hour, Toyota boasted again that “the server is overwhelmed.” The launch comes after blind pre-orders opened in December, starting at just under $14,000 (100,000 yuan).
The bZ3X is available in two versions, with or without its full-scenario smart driving tech. The non-smart tech model starts at 109,800 yuan ($15,000) with five trim options while the smart driving model starts at 149,800 yuan ($20,500).
For 159,800 yuan ($22,000), the range-topping “610 Max” trim provides up to 610 km (379 miles) CLTC range from a 67.92 kWh LFP battery. The base “430 Air” gets up to 430 km (267 miles) from a 50.03 kWh LFP battery pack.
Toyota said the interior provides “a mobile space that is comfortable as home,” with front and rear seats that can fold down to provide nearly 10 feet (3 meters) of space.
Inside, the electric SUV has a 14.6″ infotainment screen with voice recognition and an 8.8″ driver display. It also includes a two-spoke multi-function steering wheel.
Toyota’s new bZ3X is its first vehicle with the Momenta 5.0 Intelligent Driving System. Powered by NVIDIA Drive AGX Orin X, it comes with 25 ADAS features, such as parallel parking, remote control parking, high-speed pilot, light traffic assist, and blind spot monitoring.
GAC-Toyota claimed it will be “one of the first automakers in the world to realize a one-stage end-to-end intelligent driving model.” With human-like intelligence, the vehicle “gets smarter and better with use.”
At 4,600 mm long, 1,875 mm wide, and 1,645 mm tall, Toyota’s cheapest EV in China is about the size of BYD’s Yuan Plus (Atto 3) at 4,455 mm long, 1,875 mm wide, and 1,615 mm tall. Starting at 115,800 yuan ($16,000), Toyota’s new bZ3X slightly undercuts BYD’s electric SUV.
What do you think of Toyota’s new electric SUV? Would you buy one for around $15,000? We’ll keep dreaming.
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