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Transmission towers are shown on June 15, 2021 in Houston, Texas. The Electric Reliability Council of Texas (ERCOT), which controls approximately 90% of the power in Texas, has requested Texas residents to conserve power through Friday as temperatures surge in the state.

Brandon Bell | Getty Images

This story is part of CNBC’s “Transmission Troubles” series, an inside look at why the aging electrical grid in the U.S. is struggling to keep up, how it’s being improved, and why it’s so vital to fighting climate change.

The network of transmission lines that carry electricity across the U.S. is old and not set up to meet the anticipated demand for clean energy sources like wind and solar.

Currently, electricity generation results in 32% of carbon dioxide emissions in the United States, mostly from burning fossil fuels like oil, coal, and natural gas. Those fuels are transported and burned where electricity is needed.

But inexpensive emissions-free sources of energy, like solar and wind, are only abundant in places where the sun shines or wind blows, and that’s not necessarily close to homes and businesses. Moreover, demand for electricity is going to rise as fossil fuels are gradually replaced for a whole host of other uses, such as electric vehicles and heat pumps.

Keeping the lights on and the air clean will require a lot of new transmission.

‘A double whammy’: Age and location

Most of the U.S. electric grid was built in the 1960s and 1970s. Currently, over 70% of the U.S. electricity grid is more than 25 years old, according to the White House.

That creates “vulnerability,” the U.S. Department of Energy said in an announcement of an initiative included in President Biden’s Bipartisan Infrastructure Law to catalyze investment in the nation’s grid.

In 2021, the most recent year for which data is available, U.S. electricity customers were without power for slightly longer than seven hours on average, according to data from the U.S. Energy Information Administration. More than five of those seven hours were during what the EIA calls “major events,” including snowstorms, hurricanes, and wildfires. That’s a significant rise from the three-to-four-hour average for outages between 2013 (the first year the data is available) and 2016, and the main culprit is extreme weather.

“Extreme weather events like the Dixie Wildfire, Hurricane Ida, and the 2021 Texas Freeze have made it clear that America’s existing energy infrastructure will not endure the continuing impacts of extreme weather events spurred by climate change,” the U.S. Department of Energy said.

Transmission infrastructure lasts between 50 and 80 years, according to a 2021 presentation from the advisory firm, the Brattle Group. Replacing transmission infrastructure that’s reaching its age limit is likely to costing an estimated $10 billion a year, according to the Brattle Group analysis.

American Electric Power, an energy company that owns 40,000 miles of transmission miles, has said 30% of its transmission lines will need replacement over the next 10 years, as highlighted by a 2022 report from the transmission policy group, Grid Strategies.

In addition to the increasing age, the location of the existing transmission lines is a problem.

Fossil fuels like oil, coal and natural gas are typically transported by railroads or pipelines, then burned in power plants near cities.

The electricity industry in the U.S. grew up through a patchwork of local utility companies meeting local demand, Rob Gramlich, the founder of Grid Strategies, told CNBC. The system of transmission lines in the U.S. was built to serve that model of energy generation.

Clean energy sources, like wind and solar, do not release greenhouse gas emissions, but the energy generated must be moved from where the wind and sun are strongest to where the electricity is actually used.

Wind resources in the United States, according to the the National Renewable Energy Laboratory, a national laboratory of the U.S. Department of Energy.

National Renewable Energy Laboratory, a national laboratory of the U.S. Department of Energy.

That’s especially true for tapping into the highest quality of wind energy, explained Princeton professor Jesse Jenkins, a macro-scale energy systems engineer.

“Wind turbine power scales with the wind speed cubed. That means the best wind power sites are eight times more productive than the worst ones, versus just twice as productive for solar,” Jenkins said.

“That greater degree of variation in wind power potential means we need to build wind farms where it’s really windy, and that tends to not be where too many people live! So wind power development is a big driver of expanded transmission needs,” Jenkins told CNBC.

It’s easier to build solar panels close to where they are needed, but “not so for wind farms,” Jenkins said.

The combination of an aging infrastructure that needs costly upgrades and an energy grid doesn’t go where clean — and cheap — forms of renewable energy are located is “unfortunately a double whammy for consumers,” Gramlich told CNBC.

“But consumers benefit from the cheap generation that transmission enables,” Gramlich said. He advocates for replacing old infrastructure with advanced technology that can handle next generation transmission needs.

“It would be such a waste to replace old assets with replacements of the same capacity and quality,” Gramlich said.

Solar resources in the United States, according to the the National Renewable Energy Laboratory, a national laboratory of the U.S. Department of Energy.

National Renewable Energy Laboratory, a national laboratory of the U.S. Department of Energy.

Demand will build fast

In the 1960s and 1970s, electricity construction boomed in both the United States and in Europe, said Konstantin Staschus, who has been focusing on the issue of transmission for his entire career, both in California and Europe.

“Those were the times when California was planning to have a nuclear power plant every 100 miles or so up and down the coast, many more than they ended up building in reality, because they kept projecting 7% annual electricity demand increases, which they used to have in the 60s, into the indefinite future,” Staschus told CNBC. “And they thought they would need generation and transmission coming out of the ears to cover future demands.”

But during and after the oil shocks of the 1970’s, the U.S. dramatically reduced its own energy demand. “Demand growth essentially dropped to 1 or 2% rather than seven and more or less stayed there,” he told CNBC.

From the late 1970’s through the early 2000’s, the U.S. transmission grid expanded at about 2% per year, Jenkins told CNBC.

Now, demand for electricity is going to increase rapidly as efforts to respond to global warming and mitigate the effects of climate change ramp up.

Demand for electricity in 2030 will be 14% to 19% higher than 2021 levels, according to an analysis from REPEAT(Rapid Energy Policy Evaluation and Analysis Toolkit), an energy policy project Jenkins is part of leading, and 27% to 39% higher by 2035, Jenkins said.

“A 21st century grid has to accommodate steadily rising electricity demand to power electric vehicles, heat pumps, industrial electrification and hydrogen electrolysis, and it needs to extend to new parts of the country to harness the best wind and solar resources. Both factors mean we simply need a bigger grid with more long-distance transmission,” Jenkins told CNBC.

“Throw in resiliency benefits of stronger inter-regional grid connections so a region that’s struggling with a extreme event can call on its neighbors for help, and you’ve got even more reason to build a stronger, bigger grid,” Jenkins said.

Why the U.S. power grid has become unreliable

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Tesla, Trump alliance falls apart – but there’s BIG news for electric semi fleets

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Tesla, Trump alliance falls apart – but there's BIG news for electric semi fleets

After a month off trying to wrap our heads around all the chaos surrounding EVs, solar, and everything else in Washington, we’re back with the biggest EV news stories of the day from Tesla, Ford, Volvo, and everyone else on today’s hiatus-busting episode of Quick Charge!

It just gets worse and worse for the Tesla true believers – especially those willing to put their money where Elon’s mouth is! One believer is set to lose nearly $50,000 betting on Tesla’s ability to deliver a Robotaxi service by the end of June (didn’t happen), and the controversial CEO’s most recent spat with President Trump had TSLA down nearly 5% in pre-morning trading.

Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple PodcastsSpotifyTuneIn, and our RSS feed for Overcast and other podcast players.

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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Got news? Let us know!
Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.


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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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Hyundai is about to reveal a new EV and it could be the affordable IONIQ 2

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Hyundai is about to reveal a new EV and it could be the affordable IONIQ 2

Hyundai is getting ready to shake things up. A new electric crossover SUV, likely the Hyundai IONIQ 2, is set to debut in the coming months. It will sit below the Kona Electric as Hyundai expands its entry-level EV lineup.

Is Hyundai launching the IONIQ 2 in 2026?

After launching the Inster late last year, Hyundai is already preparing to introduce a new entry-level EV in Europe.

Xavier Martinet, President and CEO of Hyundai Europe, confirmed that the new EV will be revealed “in the next few months.” It will be built in Europe and scheduled to go on sale in mid-2026.

Hyundai’s new electric crossover is expected to be a twin to the Kia EV2, which will likely arrive just ahead of it next year.

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It will be underpinned by the same E-GMP platform, which powers all IONIQ and Kia EV models (EV3, EV4, EV5, EV6, and EV9).

Like the Kia EV3, it will likely be available with either a 58.3 kWh or 81.4 kWh battery pack option. The former provides a WLTP range of 267 miles while the latter is rated with up to 372 miles. All trims are powered by a single electric motor at the front, producing 201 hp and 209 lb-ft of torque.

Kia-EV2
Kia EV2 Concept (Source: Kia)

Although it may share the same underpinnings as the EV2, Hyundai’s new entry-level EV will feature an advanced new software and infotainment system.

According to Autocar, the interior will represent a “step change” in terms of usability and features. The new system enables new functions, such as ambient lighting and sounds that adjust depending on the drive mode.

Hyundai-IONIQ-2-EV
Hyundai E&E tech platform powered by Pleos (Source: Hyundai)

It’s expected to showcase Hyundai’s powerful new Pleos software and infotainment system. As an end-to-end software platform, Pleos connects everything from the infotainment system (Pleos Connect) to the Vehicle Operating System (OS) and the cloud.

Pleos is set to power Hyundai’s upcoming software-defined vehicles (SDVs) with new features like autonomous driving and real-time data analysis.

Hyundai-new-Pleos-OS
Hyundai’s next-gen infotainment system powered by Pleos (Source: Hyundai)

As an Android-based system, Pleos Connect features a “smartphone-like UI” with new functions including multi-window viewing and an AI voice assistant.

The new electric crossover is expected to start at around €30,000 ($35,400), or slightly less than the Kia EV3, priced from €35,990 ($42,500). It will sit between the Inster and Kona Electric in Hyundai’s lineup.

Hyundai said that it would launch the first EV with its next-gen infotainment system in Q2 2026. Will it be the IONIQ 2? Hyundai is expected to unveil the new entry-level EV at IAA Mobility in September. Stay tuned for more info. We’ll keep you updated with the latest.

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Tesla unveils its LFP battery factory, claims it’s almost ready

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Tesla unveils its LFP battery factory, claims it's almost ready

Tesla has unveiled its lithium-iron-phosphate (LFP) battery cell factory in Nevada and claims that it is nearly ready to start production.

Like several other automakers using LFP cells, Tesla relies heavily on Chinese manufacturers for its battery cell supply.

Tesla’s cheapest electric vehicles all utilize LFP cells, and its entire range of energy storage products, Megapacks and Powerwalls, also employ the more affordable LFP cell chemistry from Chinese manufacturers.

This reliance on Chinese manufacturers is less than ideal and particularly complicated for US automakers and battery pack manufacturers like Tesla, amid an ongoing trade war between the US and virtually the entire world, including China.

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As of last year, a 25% tariff already applied to battery cells from China, but this increased to more than 80% under Trump before he paused some tariffs on China. It remains unclear where they will end up by the time negotiations are complete and the trade war is resolved, but many expect it to be higher.

Prior to Trump taking power, Tesla had already planned to build a small LFP battery factory in the US to avoid the 25% tariffs.

The automaker had secured older manufacturing equipment from one of its battery cell suppliers, CATL, and planned to deploy it in the US for small-scale production.

Tesla has now released new images of the factory in Nevada and claimed that it is “nearing completion”:

Here are a few images from inside the factory (via Tesla):

Previous reporting stated that Tesla aims to produce about 10 GWh of LFP battery cells per year at the new factory.

The cells are expected to be used in Tesla’s Megapack, produced in the US. Tesla currently has a capacity to produce 40 GWh of Megapacks annually at its factory in California. The company is also working on a new Megapack factory in Texas.

Ford is also developing its own LFP battery cell factory in Michigan, but this facility is significantly larger, with a planned production capacity of 35 GWh.

Electrek’s Take

It’s nice to see this in the US. LFP was a US/Canada invention, with Arumugam Manthiram and John B. Goodenough doing much of the early work, and researchers in Quebec making several contributions to help with commercialization.

But China saw the potential early and invested heavily in volume manufacturing of LFP cells and it now dominates the market.

Tesla is now producing most of its vehicles with LFP cells and all its stationary energy storage products.

It makes sense to invest in your own production. However, Tesla is unlikely to catch up to BYD and CATL, which dominate LFP cell production.

The move will help Tesla avoid tariffs on a small percentage of its Megapacks produced in the US. Ford’s effort is more ambitious.

It’s worth noting that both Ford’s and Tesla’s LFP plants were planned before Trump’s tariffs, which have had limited success in bringing manufacturing back to the US.

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