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High winds, a beaming sun, a remote landscape — the National Renewable Energy Laboratory’s (NREL’s) Flatirons Campus might be a familiar environment to military servicemembers. Here at “Fort Renewable,” down a dirt road from the main research campus, military Quonset huts are dispersed among energy assets like solar photovoltaics and battery storage.

Compared to a real military base, the Fort Renewable setup is not so much forward-operating as forward-thinking, with its own critical mission: to design high-renewable systems for secure applications. With unique cyber and physical capabilities, NREL’s microgrid research platform is the scene of large-scale grid demonstrations that are helping the military, microgrid, and energy storage industries transition past technical barriers toward extreme renewable integration.

Quonset huts at NREL replicate military microgrid environments so that DOD and partners can reliably evaluate energy security with renewables and battery storage.

Quonset huts at NREL replicate military microgrid environments so that DOD and partners can reliably evaluate energy security with renewables and battery storage.

Quonset huts at NREL replicate military microgrid environments so that DOD and partners can reliably evaluate energy security with renewables and battery storage.

A Competition To Create Quality Microgrids

Microgrids are nothing new to the military, and especially nothing new for NREL–Department of Defense (DOD) collaborations. But as new threats emerge on energy systems — generally cyber and environmental — the DOD is now looking to bolster its backup power with battery storage, in place of a current preference for diesel generators.

“We’ve had military microgrids for 20 years now,” said Brian Miller, a senior NREL researcher and microgrid research lead. “But we didn’t have batteries back then, and very little solar.”

Relying on diesel generators alone could put microgrids at risk. If a true disaster scenario takes down the grid for an extended period, the military’s old diesel generators would not survive multiweek outages.

“Renewables and battery storage have the potential to last longer on fuel supplies and provide important energy diversity,” Miller said.

To discover the best microgrid-storage implementations across its diverse sites, the DOD arranged a unique program that is half competition, half technology accelerator. Under the program, the early-stage companies have been invited to validate their microgrid solutions on progressively more realistic grid systems, and progressively more challenging platforms. This way, companies can quickly gain field experience, DOD can confidently invest in its own microgrid improvements, and the experimental results will be widely available as stakeholder resources.

The project is facilitated through the DOD Environmental Security Technology Certification Program (ESTCP) and therefore inherits the program’s goal of assisting early-stage commercial products past the difficulties of breaking into the market. Each participating company is matched with an industry principal investigator, forming teams of two that apply the commercial concepts to real microgrid operations.

The validations got underway in 2020. While each of the participating teams are ultimately striving to prove their technologies at an actual DOD base, they first must advance through two lower-fidelity trials. These initial validations are taking place at NREL, where energy systems can be emulated to exact similarity under most any scenario.

Building Military Microgrids at a Replica Base

In preparation for the program, NREL refashioned its world-class power systems research platform ARIES into a distributed military microgrid — off-grid as a DOD base might be, but with high-performance experimental assets like weather stations and six-strand fiber optic communication links. At NREL’s Fort Renewable, DOD and participating companies have now been able to truly validate and derisk commercial microgrid systems.

Each team’s microgrid-battery storage solution is tested against emulated power outages, which the microgrid controls must be capable of managing.

Each team’s microgrid-battery storage solution is tested against emulated power outages, which the microgrid controls must be capable of managing.

Phase 1 of the program brought seven teams to NREL, where their microgrid-storage concepts were plugged into virtual systems and analyzed with simulated operations. This first phase validated teams’ technologies on a model military base, testing whether the devices could respond with a baseline level of performance, and filtered the number of participating teams down to four. Phase 1 results are available on the ESTCP website.

Phase 2 of the project raised the bar higher: Teams have submitted their technologies to more rigorous validations on a near-exact approximation of DOD’s Naval Air Station Patuxent River (NAS Patuxent River) — a 34-MW Air Force base in Maryland — replicated right inside NREL.

“Our platform is built such that users can prove their designs for islandable microgrids that are able to provide power in a long-duration emergency at a reasonable cost,” said Miller, who led the development of the military microgrid research platform. “Doing a study is one thing, but you can’t pencil whip whether a power hardware is successful. That’s why these companies come to NREL. If they can leverage our capabilities, it’s huge.”

Miller, himself once a major in the U.S. Air Force, has a career’s worth of energy resilience experience drawn from service overseas and across the United States, and used his background to build out the replica research environment.

The research platform involves about 250 kW of hardware, which is variously swapped with teams’ technologies — everything from microgrid switches and controllers to batteries. The teams rely on NREL for the rest of the microgrid environment: power and grid emulators, SCADA networks, switchgear, load banks, renewable resources, and a replica of the NAS Patuxent River grid.

And that covers just the hardware. The full platform crosses nearly every lab space in NREL’s Energy Systems Integration Facility and connects out to the Flatirons assets miles away. An integrated Cyber-Energy Emulation Platform (CEEP) digitally emulates communications and controls for the microgrids, while a vast sensor network simultaneously collects power data at all points throughout the microgrid and visualizes interactive metrics in real time. All told, the military microgrid research platform is as close to real as the teams will experience until Phase 3.

Microgrid Lessons for a Larger Grid

Each team has a different approach to microgrid-storage solutions: One is using redox-flow batteries, others bring their own microgrid controllers, and another is validating lithium iron phosphate battery storage. As of Phase 2, the participating teams are led by Ameresco, the Energy Power Research Institute, Raytheon, and SRI and Arizona State University. Cummins, which helped NREL build out the military microgrid research platform and contributed its microgrid controller to the design, has also thrown its hat into the program. NREL could not resist entering the action as well.

The teams have an important stake in the program — successful validations could carry their products from relative obscurity to energy markets anywhere, with the bonus of being proven in highly demanding applications. But the larger energy industry stands to gain something more: The demonstrations are establishing first-ever data around what works for critical applications of energy storage in microgrids.

“This project is about learning how critical loads can survive disaster and outage scenarios,” said Martha Symko-Davies, laboratory program manager of the ESIF. “We’re not validating microgrids for the military only; we want to do this for the whole country. Future campuses and microgrid systems will look to this project for examples, and to NREL for microgrid research capabilities that exist nowhere else.”

In this perspective, project teams endure the hardest tests so that future microgrids can better survive worst-case scenarios. NREL validations force difficult decisions that a critical microgrid could encounter, like choosing between multiple critical loads. For participating teams, their early-stage concepts that have scarcely seen commercial applications are up against disasters that any system would hope to never see, but nevertheless must prepare for.

“Some universities maintain billion-dollar inventories of temperature-controlled cell cultures, for example. This is a critical load compared to other buildings on campus, and a functional microgrid should be able to allocate power accordingly,” Miller said.

NREL is advancing distributed grid and microgrid control and optimization solutions through research such as Autonomous Energy Systems and products like OptGrid.

Beyond specific technologies, this ESTCP evaluation program is creating important knowledge for microgrids generally. Networked microgrids are an upcoming approach for accommodating distributed energy while enhancing resilience against future threats. Likewise, the Autonomous Energy Systems portfolio of work is developing microgrid controls for autonomous configuration and operation of connected microgrid systems. In each topic, the ESTCP program is showing what critical microgrid operations look like — the real results of applying renewable energy assets to resilience events.

As the participants move to Phase 3 of the program — installation at one of seven DOD microgrid sites — industry moves one step closer to resilient renewable microgrids. For all the expectations that microgrids and renewables could reliably support critical loads, a new class of commercial players is arriving with the first data to show exactly how.

Article courtesy of NREL.

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Why a landmark ruling from the world’s top court puts financial markets on notice

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Why a landmark ruling from the world’s top court puts financial markets on notice

Vanuatu’s Climate Change Minister Ralph Regenvanu (C) delivers a speech as he attends a demonstration ahead of the International Court of Justice (ICJ) session tasked with issuing the first Advisory Opinion (AO) on States’ legal obligations to address climate change, in The Hague on July 23, 2025.

John Thys | Afp | Getty Images

Gripped by corporate earnings season and U.S. President Donald Trump‘s back-and-forth tariff policy, investors largely shrugged off a historic climate ruling from the world’s top court.

But for some, the International Court of Justice’s (ICJ) recent advisory opinion on state’s legal obligations in the face of climate change could emerge as a watershed moment for financial markets.

Günther Thallinger, a board member at Allianz, one of the world’s biggest insurers, said that close watchers of the ICJ’s July 23 ruling described it as perhaps the most significant climate development since the 2015 Paris Agreement.

At the time, the pronouncement marked the ICJ’s first-ever opinion on climate change and laid out that climate action is not optional.

The court said in a unanimous ruling that governments and countries have a legal obligation to protect the environment from greenhouse gas emissions, protect present and future generations from the climate crisis and to cooperate internationally.

Notably, the ICJ also found that fossil fuel production, including licensing and subsidies, “may constitute an internationally wrongful act which is attributable to that State.”

This opinion for investors, for capital market participants, really means something.

Günther Thallinger

Board member at Allianz

The ruling, which was the brainchild of young law students in low-lying Pacific island states and championed by the government of Vanuatu, is widely expected to have far-reaching legal and political consequences.

Speaking in a personal capacity, Thallinger said that while the ICJ’s opinion is based on existing law and conventions, the ruling could yet have meaningful ramifications for a vast range of assets — whether one cares about climate change or not.

“If one takes as an investor what the International Court of Justice just said, then a revaluation of these assets needs to happen. Every prudent investor must do this now,” Thallinger told CNBC by video call.

“Even if they don’t like the discussion around climate change, even if they would say they denigrate the Court of Justice completely, they must expect that, in some countries, some governments, some courts are going to follow this opinion,” Thallinger said.

“If they follow this opinion, it has asset valuation implications, quite clearly. So, this opinion for investors, for capital market participants, really means something.”

Licensing and subsidies

On the issue of licensing and subsidies, Thallinger said the ICJ’s ruling could prove to be a significant development.

That’s because licensing and permitting for the mining sector, for example, and government subsidies for fossil fuels could be at risk following the court opinion. The burning of fossil fuels such as coal, oil and gas is the chief driver of the climate crisis.

“If subsides are unlawful, then one should expect that subsidies are somehow stopped at a certain point in time,” Thallinger said.

“Now, certain business processes live on these subsidies or at least benefit to a certain degree on these subsidies. And, as always for an investor, usually you look simply at the cashflow, and if the cashflow part is missing or all of a sudden becomes much smaller then that means another valuation,” he added.

President of the International Court of Justice (ICJ) Yuji Iwasawa (C) and members issue first Advisory Opinion (AO) on States’ legal obligations to address climate change, in The Hague on July 23, 2025.

John Thys | Afp | Getty Images

The U.S. and China, the world’s two biggest carbon emitters, provided a mixed response to the ICJ’s ruling.

“As always, President Trump and the entire administration is committed to putting America first and prioritizing the interests of everyday Americans,” White House spokeswoman Taylor Rogers said in response to the court opinion, Reuters reported.

A spokesperson for China’s Foreign Ministry, meanwhile, said the ruling has a “positive significance” for advancing international climate cooperation and sought to reaffirm the Asian country’s status as a developing country.

Mixed signals

Not everyone is as concerned about the ICJ’s ruling from an investor standpoint.

“I feel like the wide spectrum of views that exist in the investor community on climate change, and the action that investors are supposed to take, will probably mean that the decision is a bit of a Rorschach test,” Lindsey Stewart, director of institutional insights for Morningstar, told CNBC by video call.

“People are just going to see things that kind of confirm their existing view,” he added.

A Rorschach test refers to a psychological assessment during which a person is asked to describe what they see in a series of inkblots.

Ida Kassa Johannesen, head of commercial ESG at Saxo Bank, said the ICJ’s intervention is a non-binding advisory opinion, rather than a ruling, “and this distinction is crucial.”

A firefighter falls on the ground while working to extinguish a wildfire in San Cibrao das Viñas, outside Ourense, northwestern Spain, on August 12, 2025.

Miguel Riopa | Afp | Getty Images

A spokesperson at ABP, one of Europe’s largest pension funds, welcomed what they billed as “the spirit” of the court’s opinion, but said they do not anticipate any short-term ramifications for financial markets.

“The ICJ’s advisory opinion sends a signal that climate inaction may constitute a breach of international law. However, given its non-binding nature, we don’t expect immediate changes in national policies or financial markets,” an ABP spokesperson told CNBC by email.

The Dutch pension fund, which doesn’t invest in fossil fuels and says it actively supports climate solutions, highlighted that Europe, for example, already has a lot of climate legislation in place.

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Global EV sales hit 10.7M in 2025 – Europe surges, US stalls

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Global EV sales hit 10.7M in 2025 – Europe surges, US stalls

Global EV sales are still riding high, with 1.6 million EVs sold in July 2025, according to new data from global research firm Rho Motion. That’s up 21% from July last year, even though sales dipped 9% from June. It brings total EV sales for the first seven months of the year to 10.7 million – up 27% compared to the same period in 2024.

China stays on top

China continues to dominate, with 6.5 million EVs sold year-to-date, accounting for over half of all global EV sales. BEVs are still the top choice, with sales up 40% this year. Plug-in hybrids (PHEVs) didn’t fare as well, with domestic sales down 15% month-over-month and 10% year-over-year.

Even though Chinese EV sales dropped 13% in July from June, EVs made up over 50% of all passenger car sales for the third month in a row. The government is helping keep momentum going with another round of Q3 funding for its EV trade-in scheme, and a final 2025 round is expected in October.

Europe’s EV momentum is speeding up

Europe saw a 30% year-to-date jump in EV sales, reaching 2.3 million units. Germany and the UK are leading the pack – Germany’s up 43%, and the UK is up 32%. But France posted just a 9% year-over-year gain in July and is still down 11% for the year.

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To help turn things around, France is revamping its EV leasing program for low-income households starting September 30, aiming to support more than 50,000 purchases.

Meanwhile, Italy is the dark horse of 2025. Thanks to fresh incentives totaling around $700 million, EV sales are up 40%, and the country is quickly catching up to its neighbors. EV market share in Italy now stands at 11%, compared to 27% in Germany and over 30% in the UK.

North America stalls out except for one short-term boost

North America is lagging, with just a 2% bump in EV sales year-to-date. In the US, that’s partly due to policy uncertainty and tariffs. Automakers took a multi-billion-dollar hit in Q2, although some of that was offset by reduced requirements to buy zero-emission vehicle credits.

A spike in demand is expected in Q3, as buyers rush to take advantage of the Inflation Reduction Act’s EV tax credit before it expires on September 30, but a cooldown is then anticipated.

Some automakers are shifting their EV strategies: Ford recently announced a new “Universal EV Platform” and plans to launch a $30,000 midsize electric pickup with lithium iron phosphate (LFP) batteries by 2027.

And on the trade front, the US has inked deals with South Korea, Japan, and the EU to impose a 15% tariff on imported cars.

The bottom line

Chart: Rho Motion

Global EV sales are still charging ahead, even if the road is bumpy in some regions. China’s holding steady, Europe’s revving up, and North America’s waiting to see what happens next. Rho Motion data manager Charles Lester said, “Despite regional variations, the overall trajectory for EV adoption in 2025 remains strongly upward.”

Read more: EV sales hit 9.1M globally in H1 2025, but the US just hit the brakes


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Volkswagen is making some EV owners pay extra to unlock full potential

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Volkswagen is making some EV owners pay extra to unlock full potential

Another monthly subscription? Some Volkswagen EV drivers will now need to pay extra to unlock their vehicle’s full potential.

Volkswagen has put performance behind a paywall, at least for ID.3 drivers in the UK. The Volkswagen ID.3 Pro and Pro S are now listed with 201 hp on the UK website.

To unlock the vehicle’s full performance of 228 hp, drivers will now need to pay extra. You can choose from a monthly subscription, starting at £16.50 ($22) per month, or you can opt for a one-time lifetime fee of £649 ($880).

However, the one-time fee is attached to the vehicle, not the buyer. So if it’s sold, the upgrade goes with it. As Auto Express pointed out, the monthly payment is nearly three times that of a standard Netflix membership.

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Although the performance upgrade locks the extra power behind a paywall, Volkswagen said it doesn’t affect range.

Volkswagen-EV-pay-extra
Volkswagen ID.3 (left) and ID.4 (right)

Volkswagen isn’t the first, and likely not the last, to make drivers pay for their vehicles’ full potential. Remember when BMW tried to charge $18 a month for heated seats and other features in 2022?

Yeah, that didn’t go over so well. BMW has since dropped the subscription. Other brands, including Polestar, offer similar performance upgrades.

Volkswagen-EV-pay-extra
Volkswagen ID.3 GTX (Source: Volkswagen)

Will Volkswagen try to charge EV drivers in the US or other parts of Europe extra for performance? Given the backlash from BMW, it’s not likely. We’ll see how it goes over in the UK first.

The company is gearing up to launch a new series of entry-level EVs, starting with the ID.2 next year. An SUV version of the ID.2 is scheduled to launch shortly after, followed by the production version of the ID.1, which is set to arrive in 2027. Volkswagen is also considering a “mini Buzz” that could replace the Touran, but nothing has been confirmed.

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