Tern recently updated its midtier electric cargo bike, the Tern HSD. I recently had the chance to check out the bike along with Tern’s founder and team captain, Josh Hon, at Eurobike 2023, and here’s what I learned.
First of all, if you aren’t familiar with Tern, then you’re in for a treat.
When it comes to premium electric bicycles that are built specifically for utility jobs, Tern is one of my go-to companies. There are other high-quality e-bikes out there for fitness riding, mountain biking, hardcore commuting, or even just cruising around.
You can spend a pretty penny these days on a high-end e-bike. But for pure utility – such as doing an entire week’s worth of grocery shopping or dropping a couple of kids off at school – Tern has long led the cargo pack. And it’s done so in a package that is barely larger than a typical bike.
I had the chance to test out the first version of the HSD several years ago when it was originally unveiled. It filled an interesting role, bringing many of the advantages of the company’s flagship (and equally flag-expensive) Tern GSD cargo bike. But it did so without a few of the bells and whistles, bringing the price down to a more approachable middle ground that didn’t sting as sharply to the average rider.
Since then, Tern has rolled out a few new models with even more approachable prices, which is why it makes sense that, with the new Tern HSD, the company has focused on heading a bit higher up the market.
With more options available with comfortable price tags, the HSD was able to incorporate several upgrades, chief among them an even more robust design.
One of Tern’s hallmarks isn’t just that their e-bikes are designed for heavy hauling but that they actually go above and beyond to ensure that they are the safest they can be during that heavy hauling. And it goes well past mere UL listing. Tern has used Bosch powertrains for years that come with UL certification. Getting an e-bike UL certified is child’s play compared to what Tern does.
As Tern’s Josh Hon explained to me, they go further than just about any e-bike maker to certify their bikes to extreme loads, such as the 400-pound (181-kilogram) limit of the new Tern HSD.
Most e-bike standards don’t even cover test procedures for weights that high. Several test benches aren’t even capable of physically supporting load testing at that level. And so Tern has largely entered uncharted territory.
They’ve tested their e-bikes up to those extreme load limits to ensure that anyone riding around with two kids on the back will never have to worry if the weight rating on their e-bike is a guesstimate or not – which, unfortunately, it often is. “A lot of manufacturers seem to be saying now, ‘Tern rates its bikes for 400 pounds, so I guess we need to also,’” explained Hon. And yet many of these lower-cost bikes either don’t have certification or they use a certification that stops testing at much lower weight limits.
In fact, many budget bikes that cost a fraction of a Tern HSD (which starts at $4,299) yet are rated to a similar 400 pounds of payload would actually fail at much lower weights – something we’ve seen before. It’s not just how much weight the bike can support but also what happens when a bike carrying two adults hits a pothole.
The Tern HSD includes several hidden touches that help reach that heavyweight rating, especially around the weak points. Creating a basic diamond frame that can support such heavy weight isn’t nearly as hard as ensuring that critical points like the seat tube can also support such heavy loads. Areas like the HSD nameplate behind the seat also serve as hidden gussets that strengthen the frame beyond what a typical bike can handle.
Then there are the non-Tern components. Parts from other OEMs, such as the fork, also have to support those extreme figures. After all, a bike is only as strong as its weakest component. Tern has even helped its suppliers improve the strength of their components to ensure that the HSD would be as rugged as possible. They discovered that their fork supplier wasn’t properly heat-treating the metal in the fork – a process critical for strength – because Tern had required the fork tubes to be extra thick; thus, the oven heating time was no longer sufficient to fully penetrate the metal. As forks kept breaking on the test bench, Tern was able to discover the problem and help the supplier improve its manufacturing to create a stronger component in the end.
This kind of attention to detail – to each and every component that supports a heavy rider or a heavy cargo load – is a testament to what separates the different levels of e-bikes out there. That’s not a dig at budget e-bikes. I ride one every day. But then again, I’m not putting two kids on it, either.
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Despite the will-they, won’t-they uncertainty surrounding the future of tariffs and union jobs and – let’s face it – just about everything else in every industry these days, GM says it has no plans to move production of its Ultium-based EVs from Mexico to the US.
The General seems to know a good thing when it sees one, so it should come as no surprise to learn that GM has no plans to scuttle its assembly lines out of the country.
“At this time, GM has no plans to halt or relocate production of any of our EV models made in Mexico,” the director of GM de México’s EV operations, Adrián Enciso, told the Spanish-language newspaper, Milenio. “It’s possible that additional models, such as (the new 2026 Chevy Spark) could be built here, too.”
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Market Watch is reporting that the proposed tariffs, if they take effect, could raise GM’s cost to make electric cars in Mexico by up to $4,300 per vehicle. But while that could put a significant per-unit dent in GM’s profits, it’s worth noting that the EVs might continue to be built in Mexico and sold in Canada and other markets – the new Spark, especially, is targeted towards Central and South America, anyway.
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The mining equipment experts at Epiroc will supply a fleet of autonomous, zero-emission electric Pit Viper 271E and SmartROC D65 BE drill rigs at a number of Australian mines operated by multinational metals firm, Fortescue.
The $350 million AUD (approx. $225 million US) deal will see Epiroc AB supply its customer, Fortescue, with a number of blast hole drill rigs powered by either a cable connection to grid energy or, for more remote sites, batteries.
Fortescue will put the rigs to work at its iron ore mines in the Pilbara region in Western Australia. The driverless machines will eventually be operated fully autonomously, overseen by remote operators at Fortescue’s Integrated Operations Centre in Perth – more than 1,500 km away!
Epiroc says the machines will eliminate around 35 million liters of diesel consumption annually, according to Fortescue.
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“Fortescue is at the forefront of the mining industry in reducing emissions from operations, and in using automation to strengthen safety and productivity, and we are proud to support them on this important effort,” says Epiroc President Helena Hedblom. “Not only is this the largest contract we have ever received, but it is also a major step forward for our electric-powered surface equipment. We look forward to contributing to Fortescue’s continued success now and in the future.”
The Pit Viper 271 E rotary blast hole drill rig that offers the same levels of performance that the diesel Pit Viper line is acclaimed for. Its patented cable feed system that prolongs component longevity and reduces operational costs. The SmartROC D65 BE is a new, battery-electric version of the proven SmartROC D65 drill rig. They’re manufactured in Texas and Sweden, respectively.
Pit Viper 271E cable electric drill rig; via Epiroc AB.
From drilling and rigging to heavy haul solutions, companies like Fortescue and Epiroc are proving that electric equipment is more than up to the task of moving dirt and pulling stuff out of the ground. At the same time, rising demand for nickel, lithium, and phosphates combined with the natural benefits of electrification are driving the adoption of electric mining machines while a persistent operator shortage is boosting demand for autonomous tech in those machines.
Solar and wind accounted for almost 98% of new US electrical generating capacity added in the first two months of 2025, according to new Federal Energy Regulatory Commission (FERC) data reviewed by the SUN DAY Campaign.
In FERC’s latest monthly “Energy Infrastructure Update” report (with data through February 28, 2025), FERC says 39 “units” of solar totaling 1,514 megawatts (MW) were placed into service in February, along with two units of wind (266 MW). They accounted for 95.3% of all new generating capacity added during the month. Natural gas provided the balance (87 MW).
For both January and February, renewables (6,309 MW) were 97.6% of new capacity, while natural gas (147 MW) provided just 2.3%, with another 0.2% coming from oil (11 MW).
Solar dominated February generating capacity
Solar accounted for 81.1% of all new generating capacity placed into service in February. It was 73.3% of new capacity added during the first two months of 2025.
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Recent solar additions include the 237.3 MW Fence Post Solar in Texas, the 150-MW Northern Orchard Solar in California, and the 135-MW Prairie Ronde Solar Project in Louisiana.
Solar has now been the largest source of new generating capacity added each month for 18 consecutive months, since September 2023.
Solar + wind now almost 25% of US utility-scale generating capacity
New wind accounted for most of the balance (14.3%) of capacity additions in February. New wind capacity (1,568 MW) added in January and February combined was 70% more year-over-year (922 MW).
The new wind farms that came online in February were the 140.3-MW Pioneer DJ Wind in Texas and the 126-MW Downeast Wind in Maine.
The installed capacities of solar (10.7%) and wind (11.8%) are now each more than a tenth of the US total. Together, they’re almost one-fourth (22.5%) of the US’s total available installed utility-scale generating capacity.
Further, approximately 30% of US solar capacity is in the form of small-scale (e.g., rooftop) systems that aren’t reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar and wind to more than 25% of the US total.
With the inclusion of hydropower (7.6%), biomass (1.1%), and geothermal (0.3%), renewables currently claim a 31.5% 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.
For perspective, a year ago, the mix of utility-scale renewables accounted for 29.3% of total installed generating capacity. Five years ago, it was 22.6%. Ten years ago, it was 16.9% (with more than half provided by hydropower). Thus, over the past decade, renewables’ share of US generating capacity has nearly doubled.
FERC’s 3-year solar + wind addition forecast
FERC reports that net “high probability” additions of solar between March 2025 and February 2028 total 89,497 MW – an amount almost four times the forecast net “high probability” additions for wind (22,890 MW), the second fastest growing resource. FERC also foresees net growth for hydropower (1,323 MW) and geothermal (92 MW) but a decrease of 130 MW in biomass capacity.
The net new “high probability” capacity additions by all renewable energy sources would total 113,672 MW. There is no new nuclear capacity in FERC’s three-year forecast.
Despite Trump’s big fossil fuel push, FERC is projecting that coal and oil will contract by 24,939 MW and 2,104 MW, respectively. Natural gas capacity would expand by 1,583 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 20 times greater than that produced by the new natural gas capacity, while wind’s new electrical output would eclipse gas by eight-fold.
If FERC’s current “high probability” additions materialize, by March 1, 2028, solar will account for nearly one-sixth (16.3%) of US installed utility-scale generating capacity. Wind would provide an additional one-eighth (12.7%) of the total. So each would be greater than coal (12.4%) and substantially more than either nuclear power (7.3%) or hydropower (7.2%).
Assuming current growth rates continue, the installed capacity of utility-scale solar is likely to surpass coal and wind within the next two years, placing solar in second place for installed generating capacity behind natural gas.
Renewables still on track to exceed natural gas in 3 years
The mix of all utility-scale (ie, >1 MW) renewables is now adding about two percentage points annually to its share of generating capacity. At that pace, by March 1, 2028, renewables would account for 37.6% of total available installed utility-scale generating capacity – nipping on the heels of natural gas (40.2%) – with solar and wind constituting more than three-quarters of the installed renewable energy capacity. If those trendlines continue, utility-scale renewable energy capacity should surpass natural gas in 2029 or sooner.
However, if small-scale solar is factored in, within three years, total US solar capacity (small-scale plus utility-scale) could approach 330 GW. In turn, the mix of all renewables would then exceed 40% of total installed capacity while natural gas’s share would drop to about 37%.
Moreover, FERC reports that there may actually be as much as 220,985 MW of net new solar additions in the current three-year pipeline in addition to 67,811 MW of new wind, 9,788 MW of new hydropower, 201 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 20,856 MW. Consequently, renewables’ share could be even greater by late winter 2028.
“The Trump Administration’s assault on wind and solar has not – at least not yet – had an appreciable impact on the rapid growth of renewable energy generating capacity,” noted the SUN DAY Campaign’s executive director, Ken Bossong. “Moreover, if FERC’s current projections materialize, the mix of renewables will surpass natural gas capacity before the end of President Trump’s time in the White House.”
Electrek’s Take
Just three days ago, I reported on nonpartisan policy group E2’s latest Clean Economy Works monthly update, which revealed that nearly $8 billion in clean energy investments and 16 new large-scale factories and other projects were cancelled, closed, or downsized in Q1 2025. (E2’s cleaner net is wider than FERC’s and includes such things as EVs, battery storage, hydrogen, and grid and infrastructure projects.) Clean energy is growing, but Trump’s executive orders have still managed to slow its growth. Natural gas is still in the lead, but coal and oil still can’t touch renewables.
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