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Trump’s tariffs are about to drive up the cost of clean energy projects in the US, and energy storage is set to take the biggest hit, according to new analysis from Wood Mackenzie.

In its latest report, “All aboard the tariff coaster: implications for the US power industry,” Wood Mackenzie lays out what the power sector could be in for as new tariffs raise costs across the board. The biggest tariff hit will be on utility-scale energy storage, where US projects still overwhelmingly rely on imported battery cells from China.

“In a business with 5-to-10-year planning cycles, not knowing what a project will cost next year or the year after is disruptive and causes massive uncertainty,” said Chris Seiple, vice chairman of power and renewables at Wood Mackenzie. “We will definitely see impacts on power sector capital projects. The severity depends on what scenarios play out.”

The firm modeled two scenarios: one where tariffs settle at an effective rate of 10% by 2026, and a more extreme “trade war” scenario where that rate climbs to 30% and stays there through 2030. Either way, energy storage takes a big hit.

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Wood Mackenzie estimates energy storage project costs could rise from 12% to over 50%, depending on the scenario. That’s because, in 2024, nearly all utility-scale battery cells used in the US came from China. And the domestic supply is nowhere near ready to take over.

“While US battery cell manufacturing capacity is expanding, it is not expanding at a pace nearly fast enough to meet even a small fraction of battery projects in the US,” Seiple said. “In 2025, we estimate there is sufficient domestic manufacturing capacity to only meet about 6% of demand, and by 2030, domestic manufacturing could potentially meet 40% of demand.”

The solar sector is getting a rough deal, too. With existing tariffs and tough interconnection rules already making solar builds more expensive in the US, new tariffs would pile on. Wood Mackenzie says utility-scale solar could end up 54% more expensive than in Europe, and a staggering 85% pricier than new solar plants in China.

“An increase in tariff levels will only worsen this premium US energy consumers need to pay to access renewable energy,” Seiple said.

Wood Mac’s bottom line: Current trade policies are making clean energy more expensive to build in the US than almost anywhere else, and the industry will have to brace for more uncertainty and higher costs ahead.

Read more: Audi may build EVs in the US to dodge Trump’s new tariffs


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Solar leads EU electricity generation as renewables hit 54%

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Solar leads EU electricity generation as renewables hit 54%

More than half of the European Union’s (EU) electricity came from renewables in the second quarter of 2025, and solar is leading from the front.

According to new data from Eurostat, renewable energy sources generated 54% of the EU’s net electricity in Q2 2025, up from 52.7% year-over-year. The growth came mainly from solar, which produced 122,317 gigawatt-hours (GWh) – nearly 20% of the total electricity generation mix.

June 2025 was a milestone month: Solar became the EU’s single largest electricity source for the first time ever. It supplied 22% of all power that month, edging out nuclear (21.6%), wind (15.8%), hydro (14.1%), and natural gas (13.8%).

Some countries are already nearly 100% renewable. Denmark led with an impressive 94.7% share of renewables in net electricity generated, followed by Latvia (93.4%), Austria (91.8%), Croatia (89.5%), and Portugal (85.6%). At the other end of the spectrum, Slovakia (19.9%), Malta (21.2%), and the Czech Republic (22.1%) lagged behind.

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In total, 15 EU countries saw their share of renewable generation rise year-over-year. Luxembourg (+13.5 percentage points) and Belgium (+9.1 pp) posted the most significant gains, driven largely by solar power growth.

Across the EU, solar made up 36.8% of renewable generation, followed by wind at 29.5%, hydro at 26%, biomass at 7.3%, and geothermal at 0.4%.

Read more: EIA: Solar and wind crush coal with 20% more power in 2025


The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

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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Rivian’s latest patents detail new headlamp and energy storage system with grid capabilities

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Rivian's latest patents detail new headlamp and energy storage system with grid capabilities

Another week, another patent filing with the USPTO from Rivian. Filings from Rivian, published today, detail an ornamental headlamp design, as well as a home energy storage system similar to Tesla’s Powerwall. Could this be our first glimpse at Rivian’s version of home energy management technology, including vehicle-to-grid (V2G) capabilities?

Today’s patent news follows several exciting filings Rivian submitted to the United States Patent and Trademark Office last week. We covered those submissions in detail, including a new BEV architecture that no longer utilizes a 12V battery, an automated rear diffuser, and on-screen “gadgets” in the infotainment and navigation.

Less than a week later, Rivian has five additional patents published by the USPTO as of September 30, 2025. Of those filings, we see an obstacle detection system for the tonneau cover, a vehicle state estimation system, a battery thermal release layer, and an ornamental headlamp design, as shown below.

Lastly, Rivian also has a published patent filing for an energy storage system

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Source: USPTO.gov

Rivian files patent for headlamp, energy storage system

According to patent US D1,095,903 S published on September 30, 2025, Rivian IP Holdings submitted the filing for an ornamental headlamp back on October 20, 2023. There are a few details aside from several figure illustrations in the submitted document, which states that the 15-year patent covers “the ornamental design for an automobile headlamp as shown and described.”

In addition to the headlamp, Rivian also has a new patent number US 12,431,551 В2, which details an energy storage device. The abstract of the patent primarily details energy monitoring of connected devices as well as light indicators after detecting nearby motion.

Rivian energy storage
Source: USPTO.gov

However, further documentation published alongside the images seen above reveals a wealth of additional design plans, including electrical grid interface capabilities, which hint at Vehicle-to-Grid (V2G) capabilities, or in reality, vehicle-to-everything (V2X). Per the patent (FIG.1 coincides with the featured image at the top of the page):

FIG. 1 depicts an energy storage system 100, in accordance with some aspects. The energy storage system 100 includes one or more energy storage devices 105. For example, the energy storage device 105 can store chemical, electrical, or mechanical energy. The energy storage device 105 can be associated with (e.g., can provide power to or from) a cabin, home, vehicle, or campsite. The energy storage device 105 can be fixed or portable (e.g., can be vehicle mounted, affixed to a permanent structure, or freely moved). For example, the energy storage device 105 can be intended for stationary operation, based on power received or delivered to the stationary location, or can be intended for movable operation (e.g., in response to a need for power at
a remote location, such as a campsite.) For example, the energy storage device 105 can be an electric vehicle battery pack 160 of an electric vehicle 155 configured to provide propulsion for the electric vehicle 155 or accessory power for a user associated with the electric vehicle 155 (e.g., for lighting, cooking, and music). The vehicle battery 160 can provide energy to or from the components of FIG. 1 such as the energy storage device 105 or the grid 150.

So essentially, Rivian has a patent on its own branded energy storage system, which can include battery cells to store excess energy from a vehicle, the grid, or solar panels, and power a home at a homeowner’s request, similar to technology already rolled out by competitors like Tesla, Ford, and GM Energy.

Could we soon see Rivian energy storage and V2X capabilities in the homes of R1 owners? Time will tell!

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Toyota sold a mere 18 EVs in its home market last month

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Toyota sold a mere 18 EVs in its home market last month

Yes, just 18. Toyota sold 18 electric vehicles in its home market of Japan last month. And that includes its luxury Lexus brand.

Why did Toyota sell just 18 EVs in Japan in August?

Toyota, including Lexus, sold just over 17,000 electric vehicles globally in August. But, in Japan, Toyota’s home market, EV sales plummeted, with just 18 units sold.

The other 17,038 EVs were sold in overseas markets, like Europe, China, and North America. Through the first nine months of 2025, Toyota and Lexus have sold 117,031 battery electric vehicles (BEVs) worldwide and are on pace to top the roughly 140,000 sold throughout 2024.

In Japan, the story has been different so far this year. Toyota (including Lexus) sold 469 EVs through August, a far cry from the 2,038 it sold throughout the entire year of 2024.

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To be fair, it’s not just Toyota that’s struggling to sell electric cars in Japan. The country has failed to keep pace with China and, in many respects, the rest of the industry, due to a lack of government support and limited options compared to gas-powered hybrids.

Toyota-18-EVs
2025 Toyota bZ4X Limited AWD Supersonic Red (Source: Toyota)

Even BYD, which has seen explosive growth in most markets, has struggled to gain traction in Japan. Since launching its first vehicle in January 2023, BYD has sold just 5,300 vehicles through June of this year.

According to a new Bloomberg report, BYD is now offering discounts of up to ¥1 million ($6,700) on its vehicles. Including government subsidies, the discounts cut vehicle prices by up to 50%.

Toyota-18-EVs
2025 Lexus RZ 450e Luxury (Source: Lexus)

Toyota’s hybrid sales, on the other hand, are up nearly 10% this year in Japan, with over 603,600 hybrids sold. Outside of Japan, Toyota’s hybrid sales are up 14% with over 2.3 million models sold through August.

Electric vehicles are expected to account for only about 3.4% of new car sales in Japan this year, according to BloombergNEF, but further growth is anticipated.

Several automakers, including Honda and BYD, are launching more affordable EVs. BYD plans to launch its first electric kei car that will compete with the Nissan Sakura, Japan’s top-selling EV. It will also go up against the Honda N-ONE e, which launched on September 12, starting at just ¥2.7 million ($18,300).

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