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The energy demand for data centers is surging right along with record-setting heat domes and conversations about a new “Category 6” for hurricanes, bringing serious concerns about grid stability on summer’s hottest days. That’s the kind of problem that keeps the heating and cooling specialists at Carrier awake at night, but they’ve come up with a scalable solution that can deployed yesterday: pair air conditioners with home batteries.

Carrier doesn’t just sell comfort anymore — by using home battery energy storage tech to address issues like grid resiliency and peak shaving directly, the company hopes to position itself at the center of a home battery-backed virtual power plant with nationwide scale.

Whether or not that eventually happens, the mere conversation signals a massive shift in the way utilities could think about air conditioners. They wouldn’t be just a load demand problem, in other words. With built-in batteries, they could be part of a load demand solution.

“The homes we have and the fact that they all have air conditioning (or a heat pump) defines how the grid is sized, built, and operated today,” Hakan Yilmaz, Carrier’s chief technology and sustainability officer and head of its energy-solutions arm, told Canary Media. ​”The [US’] peak load is about 750 gigawatts — that’s what the grid can manage today. Around 300 gigawatts of that is reserved for HVAC.”

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As a graph, Yilmaz’ claims look something like this.

US energy demand curves


Form EIA-930, Hourly and Daily Balancing Authority Operations Report; eia.

“We forecast US electricity demand fulfilled by the electric power sector will grow at an annual rate of just over 2% in 2025 and 2026, according to our Short-Term Energy Outlook,” writes Energy Information Administration (EIA) contributor Alex Mey. “Until 2020, electricity demand was relatively flat,” they add, noting that forecasted electricity demand growth is expected to be higher in areas with plans for large data centers and manufacturing facilities, like Texas and Northern Virginia.

Ironically, the two markets named in the EIA are markets that get extreme summer heat and, in Virginia’s case, humidity – and their energy grid solutions are far from being state-of-the-art. Yilmaz thinks his vision for battery-backed Carrier air conditioners solves for that.

With an estimated 30 million Carrier HVAC units installed in North American homes – representing more than 100 GW of potential flexible demand – the opportunity is significant. At scale, these systems could offer utilities a powerful tool to manage electricity demand.

CARRIER

“If we replace an HVAC unit today with a battery-integrated HVAC, the load of that HVAC unit never shows up at the peak for the next 15 years,” Yilmaz said. ​”Use that electricity somewhere else.”

Yilmaz’s team at Carrier is piloting a modular battery that sits under or next to its outdoor air conditioning units to drive the HVAC systems during peak energy hours, which not only helps support the grid but can help reduce home energy costs by charging during overnight and off-peak hours when the electrical load is low and electrons are cheaper. It’s a solid idea, but there’s no reason to wait for Carrier to make the batteries

You can do this with a home battery NOW


Enphase home backup battery; via Enphase.

We often talk about home solar power and battery backup systems in the same breath — and for good reason: you need a battery in order to use the energy your solar panels develop during a blackout. That’s because your home disconnects from the grid in order to keep line crews safe while they’re trying to restore power, but (while important) it’s not the key takeaway here.

The key takeaway is that clever use of a home battery system, even without solar panels, can help manage your home or business’ electrical use, reduce your energy bills, and support the grid as-a-whole while doing so. And, while I tip my hat to Carrier and co. for the idea, there is absolutely nothing stopping someone from deploying a conceptually similar setup tomorrow.

Heck, the 9to5Toys guys can probably show you a Raspberry Pi unit that’s ready to manage the whole thing for $39.99 or something during Prime Day (no promises). That’s my take, anyway — let us know yours in the comments section at the bottom of the page.

SOURCE | IMAGES: Carrier.


If you’re considering going solar, it’s always a good idea to get quotes from a few installers. 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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FERC: Solar + wind made up 90% of new US power generating capacity to July 2025

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FERC: Solar + wind made up 90% of new US power generating capacity to July 2025

Solar and wind accounted for 90% of new US electrical generating capacity added in the first seven months of 2025, according to data just released by the Federal Energy Regulatory Commission (FERC). In July, solar alone provided 96% of new capacity, making it the 23rd consecutive month solar has held the lead among all energy sources.

Solar’s new generating capacity in July and YTD

In its latest monthly “Energy Infrastructure Update” report (with data through July 31, 2025), which was reviewed by the SUN DAY Campaign, FERC says 46 “units” of solar totaling 1,181 megawatts (MW) were placed into service in July, accounting for over 96.4% of all new generating capacity added during the month.

The 434 units of utility-scale (>1 MW) solar added during the first seven months of 2025 total 16,050 MW and were 74.4% of the total new capacity placed into service by all sources.

Solar has now been the largest source of new generating capacity added each month for 23 consecutive months from September 2023 to July 2025. During that period, total utility-scale solar capacity grew from 91.82 gigawatts (GW) to 153.09 GW. No other energy source added anything close to that amount of new capacity. Wind, for example, expanded by 10.68 GW, while natural gas increased by just 3.74 GW.

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Renewables were 90% of new capacity added YTD

Between January and July, new wind provided 3,288 MW of capacity additions – significantly more than the new capacity provided by natural gas (2,207 MW). Wind thus accounted for 15.2% of all new capacity added during the first seven months of 2025.

For the same period, the combination of solar and wind (plus 4 MW of hydropower and 3 MW of biomass) was 89.6% of new capacity, while natural gas provided just 10.2%; the balance came from coal (18 MW), oil (17 MW), and waste heat (17 MW).

Solar + wind are 23.23% of US utility-scale generating capacity

Utility-scale solar’s share of total installed capacity (11.42%) is now almost equal to that of wind (11.81%). Taken together, they constitute 23.23% of the US’s total available installed utility-scale generating capacity.

Moreover, at least 25-30% of US solar capacity is in the form of small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar + wind to more than a quarter of the US total.

With the inclusion of hydropower (7.61%), biomass (1.07%), and geothermal (0.31%), renewables currently claim a 32.22% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables are now more than one-third of total US generating capacity.

Solar still on track to become No. 2 source of US generating capacity

FERC reports that net “high probability” additions of solar between August 2025 and July 2028 total 92,631 MW – an amount more than four times the forecast net “high probability” additions for wind (22,528 MW), the second fastest-growing resource.

FERC also foresees net growth for hydropower (579 MW) and geothermal (92 MW) but a decrease of 131 MW in biomass capacity.

Taken together, the net new “high probability” capacity additions by all renewable energy sources over the next three years – the bulk of the Trump Administration’s remaining time in office – would total 115,120 MW.  

There are now 35 MW of new nuclear capacity in FERC’s three-year forecast, while coal and oil are projected to contract by 25,017 MW and 1,576 MW, respectively. Natural gas capacity would expand by just 8,276 MW.

Should FERC’s three-year forecast materialize, by mid-summer 2028, utility-scale solar would account for more than 17% of installed U.S. generating capacity – more than any other source besides natural gas (40%). Further, the capacity of the mix of all utility-scale renewable energy sources would exceed 38%. Inclusion of small-scale solar systems would push renewables ahead of natural gas.

“With one month of Trump’s ‘One Big Beautiful Bill’ now under our belts, renewables continue to dominate capacity additions,” noted the SUN DAY Campaign’s executive director, Ken Bossong. “And solar seems poised to hold its lead in the months and years to come.” 


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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Toyota’s EV sales crashed, but here’s what’s really going on

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Toyota's EV sales crashed, but here's what's really going on

Toyota’s electric vehicle sales plunged as it prepares for a new wave of models. The new EVs are bringing much-needed upgrades, including more range, faster charging, revamped designs, and more.

Toyota’s EV sales crashed in Q3 as new models roll out

Despite most automakers reporting record EV sales as buyers rushed to claim the $7,500 federal tax credit, Toyota was an outlier, selling just 61 BZ models in September.

Including the Lexus RZ, which managed 86 sales, Toyota sold just 147 all-electric vehicles in the US last month, over 90% less than the 1,847 it sold in September 2024.

Toyota’s total sales were up 14% with over 185,700 vehicles sold, meaning EVs accounted for less than 0.1%. Through the first nine months of the year, sales of the BZ and Lexus RZ are down 9% and 36% compared to the year prior.

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So, why is Toyota struggling to sell EVs when the market is booming? For one, it’s basically sold out of its current EV models, the bZ4X and Lexus RZ.

Toyota-bZ-SUV-prices
2026 Toyota bZ electric SUV (Source: Toyota)

The 2026 Toyota BZ (formerly the bZ4X) is arriving at US dealerships, promising to fix some of the biggest complaints with the outgoing electric SUV.

Powered by a larger 74.7 kWh battery, the 2026 Toyota BZ offers up to 314 miles of driving range, a 25% improvement from the 2025 bZ4X.

Toyota-EV-sales-crash
2026 Toyota bZ electric SUV (Source: Toyota)

The electric SUV features Toyota’s new “hammerhead front end” design, similar to that of the new Crown and Camry, with a slim LED light bar and revamped front fascia.

Toyota’s new electric SUV also features a built-in NACS charge port, allowing for recharging at Tesla Superchargers. It also features a new thermal management system and battery preconditioning, which improves charge times from 10% to 80% in about 30 minutes.

Toyota-bZ-SUV-prices
The interior of the 2026 Toyota bZ (Source: Toyota)

The base 2026 BZ XLE FWD starts at just $34,900, but uses a smaller 57.7 kWh battery, good for 236 miles range.

The 2026 Lexus RZ received similar updates. Next year, Toyota is launching two more fully electric SUVs, the 2026 C-HR and BZ Woodland.

2026 Toyota bZ trim Battery Range Starting Price*
XLE FWD 57.7 kWh 236 miles $34,900
XLE FWD Plus 74.7 kWh 314 miles $37,900
XLE AWD 74.7 kWh 288 miles $39,900
Limited FWD 74.7 kWh 299 miles $43,300
Limited AWD 74.7 kWh 278 miles $45,300
2026 Toyota bZ prices and range by trim (*excluding $1,450 DPH fee)

It’s not just the US that Toyota’s EV sales crashed last month, either. In its home market of Japan, Toyota (including Lexus) sold just 18 EVs in September.

The Japanese auto giant is betting on new models to drive growth. However, it remains committed to offering all powertrain options, including battery electric vehicles (BEVs), hybrids, plug-in hybrid electric vehicles (PHEVs), and fuel cell electric vehicles (FCEVs).

Can Toyota’s new generation of electric vehicles spark a comeback? Let us know your thoughts in the comments.

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Tesla confirms new Model Y Performance supports bidirectional charging

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Tesla confirms new Model Y Performance supports bidirectional charging

Tesla has confirmed that the new Model Y Performance supports bidirectional charging for both vehicle-to-home (V2H) and vehicle-to-load (V2L) applications.

For now, it only works with Tesla’s outlet adapter dongle.

We have known that Tesla’s onboard charger has had some bidirectional charging capacity for a while now.

I even successfully discharged a 2023 Model Y using my friend’s new Sigenergy battery system with a bidirectional charger earlier this summer.

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However, Tesla doesn’t officially support the capacity in any vehicle other than the Cybertruck… until now.

With the release of the new Model Y Performance in the US yesterday, Tesla has started reaching out to customers who ordered and confirmed that the vehicle supports bidirectional charging:

  • Vehicle-to-Load (V2L):
    • Powers external devices (e.g., tools, camping gear, appliances) via the charge port using a compatible V2L adapter (e.g., Tesla’s discharger or third-party like Tlyard, ~$200–$400).
    • Provides up to 11.5 kW of export power (120V/240V outlets, ~3–5 kW continuous) from the 82 kWh battery.
    • Enabled via OTA software update (version 2025.20 or later, expected Q4 2025).
  • Vehicle-to-Home (V2H):
    • Supplies power to a home for backup or grid offset, requiring a Tesla Powerwall 3 or compatible bidirectional inverter and V2H adapter (~$1,000–$2,500 for hardware/installation).

Tesla also said on X today:

New Model Y Performance offers Vehicle to Load (120V 20A AC) with Tesla Outlet Adapter

Based on the communications with customers and this message on X, it appears that the feature only works with adapters for now, such as the Tesla Powershare outlet adapter:

But more capacity will be enabled through software updates later this quarter.

Electrek’s Take

Tesla confirmed the feature for the Model Y Performance, but the vehicle clearly uses the same onboard charger as in other refreshed Model Y.

Furthermore, we know that the onboard chargers in previous Tesla vehicles for the last few years are capable of bidirectional charging. Tesla is simply not making it available.

Now, it is confirming it on the new Performance version to try to sell the more expensive variant, but I would assume that it will eventually be enabled on other vehicles.

There’s no reason not to, and Tesla would only achieve feature parity with most new EVs hitting the market for years now.

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