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Power lines and transmission towers near the Ivanpah Solar Electric Generating System in the Mojave Desert in San Bernardino County, California, U.S., on Saturday, Feb. 19. 2022.

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Artificial intelligence could strain the U.S. electric grid, as power demand from data centers is poised to surge in the coming decade just as supply is falling due to the rapid retirement of coal-fired plants.

Data centers in the U.S. alone could consume as much electricity as some major industrialized economies produce by 2030, as they proliferate not just in number but also in the scale of their power needs.

The computer warehouses that power the Internet and increasingly AI could require up to 400 terawatt hours of electricity by 2030, according to an August report from Mizuho Securities.

That’s more than the total electricity production of the United Kingdom in 2022, according to data from the International Energy Agency.

Data center developers are knocking at the door of the nation’s utilities at the same time many of these power companies are retiring coal plants as part of the transition away from fossil fuels. But the waiting list to bring clean energy, primarily solar and wind, onto the grid to replace coal is long and renewables are less reliable.

PJM Interconnection, the largest grid operator in the U.S., warned in July that the reliability of the system is a growing concern as coal plants close faster than new power generation is built.

PJM serves 13 states primarily in the Mid-Atlantic region, including northern Virginia, the largest data center market in the world. Resources in areas of Virginia are insufficient and the transmission system is constrained, limiting the ability to import power from elsewhere, according to PJM.

Yet data center “growth is accelerating in orders of magnitude, driven by the number of requests, the size of each facility and the acceleration of each facility’s ramp schedule to reach full capacity,” Dominion Energy CEO Robert Blue told investors on the company’s earnings call on Aug. 1.

Electrification of economy

In addition to data centers, manufacturing is returning to the U.S. and the broader economy is electrifying. Recent auction prices to bring new power capacity to the PJM power pool have surged more than 800% as a consequence of rising demand and limited supply.

“The market has already made one transition from coal to gas,” Susan Buehler, a spokesperson for PJM, told CNBC. “We see this energy transition is here. We just see that the forces around it are happening faster than the renewable energy transition is happening.”

“So we see a potential gap, and that’s what the market is signaling,” Buehler said.

PJM has forecast that electricity demand surge will surge nearly 40% by 2039 in its 369,000-square mile service area. Meanwhile, 40 gigawatts of existing power generation is at risk of retirement by 2030, or about 21% of PJM’s current installed capacity.

While there are 290 gigawatts of renewable projects waiting to get connected to the grid, in the past only about 5% of such projects have actually been built, according to PJM.

About 38 gigawatts of renewable energy have been approved for connection and another 72 gigawatts are coming in the first quarter of 2025, Buehler said, but the projects are not being built quickly enough due the challenges developers are facing on the ground.

Buehler said developers “can’t get their projects sited, there are supply chain delays, and there are financing issues.”

Step-change in investment needed

Utilities that operate in PJM have disclosed at least 50 gigawatts of potential data center demand during their recent earnings calls, though CEOs have cautioned there could be some duplication in the numbers.

About 29% of current data center electricity demand in the U.S. is located within PJM’s territory, according to Mizuho. Some 25% of data center power demand in the nation is in Virginia.

American Electric Power, one of the largest electric utilities in the U.S., has commitments for more than 15 gigawatts of demand from data centers through the end of the decade, interim CEO Benjamin Fowke told investors on the company’s second-quarter earnings call earlier last month.

That level of demand is equivalent to more than 40% of the peak electric load of 35 gigawatts across AEP’s entire system at the end of last year, according to Fowke. AEP serves 5.6 million customers in 11 states in the Midwest and South.

“These are far from just inquiries,” Fowke told investors. “These are serious customers that want to get on the grid and are willing to financially commit to do what it takes to get on the grid.”

Fowke testified to Congress in May that demand for electricity in some parts of the U.S. is already outstripping available capacity on the grid. The former CEO of Xcel Energy said that requests from large customers would more than double the current peak demand on the utility’s system.

“It took over 100 years of planning and building to create our current system, and a step-change in infrastructure investment on an accelerated timeline will be required to serve even a fraction of this future demand in a reliable manner,” Fowke told the Senate Committee on Energy and Natural Resources.

The cost of building new infrastructure to meet the demand is expected to reach hundreds of billions of dollars, Fowke said.

In the past, a large manufacturing facility might need 100 megawatts of electricity — equivalent to about 100,000 homes, Fowke told Congress. It is now increasingly common for a single data center to need anywhere from three to 15 times that amount of power, the CEO said.

Dominion Energy regularly gets requests to support data center campuses that require as much as several gigawatts of power, Blue said in May. That’s larger than the average capacity of a nuclear reactor in the U.S.

Going around the grid

One of the many challenges in connecting this kind of demand to the grid is that it can take up to a decade to decide the exact route a transmission line will take, get the necessary permits and build it, Edison Electric Institute senior vice president for customer solutions Phil Dion told Congress in June.

As a result, tech companies that are building data centers are increasingly looking at directly connecting their facilities to large power resources, such as nuclear plants, rather than waiting to access the grid. But that approach is already facing controversy.

Amazon Web Services purchased a data center campus in March from Talen Energy for $650 million that will be powered directly by the Susquehanna nuclear plant in Pennsylvania. It was viewed by some in the industry as a landmark agreement that could pave the way for more nuclear-powered data centers.

But AEP has challenged the agreement before the Federal Energy Regulatory Commission, warning that such arrangements could further constrain supply on the electric grid.

Constellation Energy CEO Joe Dominguez told investors earlier this month that hooking data centers directly to nuclear reactors is the fastest and most cost effective solution. Constellation operates the largest portfolio of nuclear plants in the U.S.

“The notion that you could accumulate enough power somewhere on the grid to power a gigawatt data center is frankly laughable to me,” Dominguez said on Constellation’s August earnings call.

Utility executives have warned that failure to meet rising demand from data centers could affect the entire U.S. economy.

“If I can’t get that power capacity online, I cannot do the data center. I cannot do the manufacturing. I can’t grow the core businesses of some of the largest corporations in the country,” Petter Skantze, vice president of infrastructure development at NextEra Energy Resources, the renewable energy unit of NextEra Energy, said at a conference in New York City in June.

“The stakes are really, really high,” Skantze said. “This is a new environment. We have to get this right.”

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Ex-Tesla employees start EV charging company after Elon Musk fired everyone

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Ex-Tesla employees start EV charging company after Elon Musk fired everyone

From the ashes of Elon Musk’s decision to fire the whole Supercharger team last year, a new company has risen: Hubber, which will take its founders’ expertise at setting up Tesla Superchargers and apply that to addressing the lack of high-speed urban charging for taxis and other commercial vehicles.

Last year, Tesla CEO Elon Musk suddenly fired the entire charging department, in what is one of the more chaotic decisions he’s made yet.

In the immediate aftermath of this decision, a lot of questions were asked around the industry – and a lot of companies started snatching up talent from the best EV charging team in the world.

Or, alternately, some of that talent went to form their own companies. That’s the case for Harry Fox, Connor Selwood and Hugh Leckie, who met at Tesla and together oversaw the rollout of 100 Supercharger sites with 1,200 total chargers across the UK & Ireland. And after the shakeup of the Supercharger team, they set off to charge a new path of their own.

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The three formed Hubber, which pitches itself as a new type of EV charging company, focused on solving “the urban charging gap.”

Hubber describes itself as “the UK’s leading specialist in urban high-powered EV charging, addressing one of the most urgent constraints in the energy transition: the shortage of fast, reliable charging in major cities.”  It “acquires and develops prime urban sites into large-scale charging hubs, combining deep grid-connection know-how with a proven ability to deliver complex infrastructure at speed”.

A large amount of the traffic in UK cities is taken up by taxis and last-mile, and these vehicles tend to see higher utilization than commuter cars, so they need to charge more often. Hubber says that taxis charge five times as often as a private vehicle, which means they’ll need more access to fast EV charging.

This is further exacerbated in urban environments, where EVs might not park in a place they can charge. Lots of urban homes don’t have garages, and while there are street EV chargers available in London, they’re not everywhere yet. So convenient fast charging is essential.

And the needs for commercial drivers are different than those of other commuters. While nicely-appointed charging plazas (like Rove’s “full service” EV charger in Santa Ana, CA) are great for the average consumer, commercial EV drivers put more of a premium on speed and affordability, and don’t mind if a site is a little further off of a main thoroughfare, or not as close to food or shopping as other drivers might want.

So Hubber is looking at sites that other developers might pass over – like old warehouses or gas stations – and figuring out how to turn them into an ideal site for high-throughput charging.

With its cofounders’ experience at Tesla, Hubber will buy sites, transform them into a charger-ready location, and essentially provide the dream location that they would have liked to see during the site selection processes they went through in their previous jobs.

The charging hubs could still have some amenities, like restrooms and vending machines, of the type that would be useful for taxi or ride-hailing drivers to grab during a quick stop. But the main focus would be on getting people in and out and back on the road.

Here’s a rendering of what a potential site might look like. In this sample location, there would be room for light-duty vehicles up front, with an area for larger last-mile delivery vehicles with larger charging bays. A small covered area could provide restrooms and vending, and another portion of the site could be dedicated to transformers, batteries and the like.

Hubber is also thinking ahead to a possible autonomous future, where driverless ride-hailing vehicles like those from Waymo could have a place to charge. Although given that there aren’t currently great solutions for autonomous charging, an attendant might have to be involved for the foreseeable future.

The company would also like to expand beyond the UK and Ireland, but they’re sticking to home base for the time being. After all, things are just getting off the ground – but the £60 million (~$81m) investment that Hubber just secured is certainly a big boost towards getting the project moving.

Speaking of projects, Hubber’s first facility is opening this coming week, on August 20th. The site is at Forest Hill in South London, near Forest Hill Station. It will have 12 EV charging bays, with 3 150kW and 3 300kW dual-head chargers. The site will be operated by RAW charging, which will offer free fast charging for its first week of operation.

Electrek’s Take

As we said at the time, firing the whole Supercharger team was a dumb decision. It was immediately obvious to everyone in the industry that it was a dumb decision, and Tesla did eventually relent and rehire some of the fired workers, but the damage was done – and not just for the charging team, but morale was made low throughout the organization.

The silver lining, at least for the rest of the industry, is that it allowed this talent to be distributed around to other companies. This isn’t beneficial for Tesla and did cause chaos which has likely affected the rollout of NACS, slowed EV charging site development in the US, and so on, but it has been beneficial for other companies who managed to snatch up talent.

Or, for companies like Hubber, which were formed by that talent.

It’s an interesting idea, and I like the angle of focusing on taxis in order to increase utilization of the site. EV charging is potentially an interesting business long term, but currently a lot of chargers see low usage because it’s so easy for most of the people who own EVs to charge at home.

But we’re going to have to move beyond the market of people who can easily charge in a garage attached to a single family home, especially in cities. Getting an easy way for the cars that get used the most in a city to charge is a really important move, and we’re looking forward to seeing how Hubber can help with this. And having a leadership team consisting of people who formerly worked at the best charging team in the industry isn’t a bad start.


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Mahindra reveals Batman BE 6 EV – and it’s kind of amazing

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Mahindra reveals Batman BE 6 EV – and it's kind of amazing

Indian ag and automaker Mahindra has launched a limited-run Batman Edition of its BE 6 Electric Origin SUV, calling it, “a production car that brings to life a rare fusion of cinematic heritage and modern luxury, inspired by Christopher Nolan’s critically acclaimed The Dark Knight Trilogy from Warner Bros. Pictures.”

And, you guys – the new Mahindra BE 6 is. So. Serious.

Someone at Mahindra is very taken with American culture it seems. After launching the Willys MB Jeep-inspired Mahindra Roxor a few years ago, the company followed it up by building a credible line of EVs co-developed with VW. Now, they’re building a limited edition of one of those EVs inspired by another American cultural icon.

“Batman is more than a pop-culture icon — he represents innovation, resilience, and an unyielding drive to push boundaries,” says Vikram Sharma, Senior Vice President, Warner Bros. Discovery Global Consumer Products, APAC. “This collaboration brings that spirit to the road in a bold, electric way. With this limited-edition range, fans in India can now experience the thrill of Batman every time they drive. It’s a collector’s statement on wheels.”

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To separate the Batman Edition from the other Mahindra SUVs, its makers have festooned their EV with Dark Knight logos and branding, inside and out.

Batman Edition features


Exterior

  • Custom Satin Black Colour premieres on the Batman Edition
  • Custom Batman Decal on front doors
  • R20 alloy wheels for an aggressive, athletic stance
  • Alchemy Gold-painted suspension and brake callipers a bold, premium contrast to the Satin black body
  • “BE 6 × The Dark Knight”, limited edition, rear badging
  • The Bat emblem, as seen in The Dark Knight Trilogy, uniquely placed on:
  • Hub caps
  • Front quarter panels
  • Rear bumper
  • Windows & Rear Windshield
  • Infinity Roof featuring The Dark Knight Trilogy Bat emblem
  • Night Trail – Carpet lamps with The Dark Knight Trilogy Bat emblem logo projection
  • ‘Batman Edition’ signature sticker on rear door cladding

Interior

  • Brushed Alchemy Gold Batman Edition plaque on the dashboard with numbering
  • Charcoal leather instrument panel (IP) with brushed gold halo around driver cockpit
  • Suede and leather upholstery with gold sepia accent stitching and integrated The Dark Knight Trilogy Bat emblem for a rich, tactile experience
  • Gold-accented steering wheel, In-Touch Controller, Electronic Parking Brake, custom key fob with Alchemy gold detailing
  • The Dark Knight Trilogy Bat emblem embossed on:
  • The “Boost” button
  • Seats
  • Interior labels
  • Pinstripe graphic and The Dark Knight Trilogy Bat Emblem across the passenger dashboard panel
  • Race car inspired open straps with Batman Edition Branding Batman Edition welcome animation on the infotainment display
  • Custom Batman inspired exterior engine sounds

Despite all the Batman branding, the end result is almost tasteful. I could do without the custom Batman decal on the front quarter panels, but the rest of the mods are far less offensive. I even like the little “Bat Signal” puddle lights on the wing mirrors.

Mahindra Batman BE 6


As a car, the special edition Batman Mahindra is based on the top-shelf version of the BE 6, fitted with a 79 kWh battery good for 550 km (about 340 miles) of range according to its WLTP rating. That battery sends power to a rear-mounted 282 hp (210 kW / 286 PS) electric motor generating and 380 Nm (about 280 lb-ft) of torque that sends power to the rear wheels.

The BE6 also features a modern Level 2 ADAS tech and screens everywhere, including in the steering wheel hub – which seems like it might get particularly nasty in an airbag deployment (but no one asked me).

Pricing starts at ₹27.79 lakh (a little under $27,500, as I type this), and production will be limited to just 300 units. Order books are set to open 23AUG.

SOURCE | IMAGES: Mahindra.


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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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Electric bike education enters US schools, but in the last state you’d expect

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Electric bike education enters US schools, but in the last state you'd expect

Electric bike and scooter safety is now part of the curriculum in some schools – and surprisingly, it’s happening in Florida.

Yes, Florida. The state that’s better known for keeping education out of schools, banning everything from books to the word “gay.” But now, a Central Florida nonprofit is stepping in to make sure students are at least learning how to ride responsibly.

The group Best Foot Forward for Pedestrian Safety has partnered with local police departments and Orange County Public Schools to bring e-bike and e-scooter safety programs directly into middle schools and high schools. The initiative is focused on addressing the growing number of crashes and injuries involving students riding electric two-wheelers.

The safety course covers basics like wearing helmets, obeying traffic laws, and making yourself visible to drivers — skills that are important for the many young riders who are increasingly taking to electric bikes as a form of independent transportation around their cities and neighborhoods. One of the main topics of the program is said to be speed management. The program addresses the importance of keeping speeds reasonable and the impacts of faster riding.

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Kent Torpedo kid's e-bike

Like much of the US, Florida has seen a surge in e-bike and e-scooter popularity among kids and teens, especially in suburban and coastal areas. While many embrace them as a fun and fast way to get around, the sudden rise has also come with a worrying spike in injuries and deaths, prompting calls for improvements in both infrastructure and education.

With e-bike usage exploding across the US, more schools and communities are exploring steps to increase rider education. It’s a sign that America’s transportation habits are changing – and our education systems are beginning to catch up.

Electrek’s Take

I think programs like this are great because they teach kids things that they’d otherwise have to learn through trial and error. We don’t just hand cars to sixteen-year-olds and say, “figure it out.” So it follows that some form of organized rider education would be important as more youths take to e-bikes than ever before.

In cycling-intensive cities in Europe, all schools teach kids to ride bikes, often giving the kids some form of cute little cycling diploma to demonstrate that they’ve passed the course and can safely ride a bike.

But at the same time, this makes me wonder if we’re still missing the point. Responding to an increase in e-bike rider deaths with lessons about bicycle speed management is a bit like responding to mass shootings by lecturing innocent passersby about why they shouldn’t run into bullets.

Educating riders is always great and I’ll always support it. But in parallel, perhaps we should also be addressing the root cause of all of these tragics deaths. At the end of the day, most electric bike-related deaths aren’t a result of an e-bike rider doing too much fast riding; they’re a result of a car driver doing too much running over a cyclist.

via: Fox13

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