Workers lift a solar panel onto a roof during a residential solar installation in Scripps Ranch, San Diego, California, U.S. October 14, 2016. Picture taken October 14, 2016.
Mike Blake | Reuters
Extreme weather events across the U.S. — from wildfires and drought in the West, to deep freezes and floods in the South and Southeast — have disrupted the electric grid this year. As a result, homeowners are buying solar and energy storage systems at rates never before seen, according to data from solar website SolarReviews.com.
As California faces devastating wildfires and record drought, the website saw a 358% year-over-year jump in solar estimate quotes requested by California residents between June 30 and Aug. 6.
The state has also faced numerous power outages over the past year. PG&E has cut the power on several occasions when dry conditions and high winds increase the risk of sparking a fire. The state has also had trouble on the power supply side, and the California Independent System Operator has issued flex alerts, calling on customers to cut usage when demand is expected to peak. In some cases, rolling blackouts have taken place when power availability comes up short.
A similar phenomenon played out earlier this summer in Oregon, when Portland hit an all-time high of 116 degrees. SolarReviews said that between June 25 and June 30 the website saw a 919% increase in solar estimate requests from the state compared to the same period in 2020.
It’s not only happening in the West. The deep-freeze that hit Texas and the South in February, leading to multi-day power cuts for millions of customers and more than 150 deaths, fueled interest in on-site energy systems. SolarReviews said it saw an 850% jump in quote requests between Feb. 13 and Feb. 17 in Texas.
“These folks that experience environmental difficulty gain a whole different perspective on what solar and batteries are,” SolarReviews founder and President Andy Sendy said.
Launched in 2012, SolarReviews has had more than 25 million unique visitors across its platform of websites that offer information on solar power, as well as highly localized quotes. The website has an option for visitors to request a quote, and SolarReviews makes money by then selling that data to companies that operate in the consumer’s location.
Growing sophistication
Sendy said customers’ questions about solar have become increasingly sophisticated. At first, queries included things like “do solar panels work?” Now, people will ask questions about the type of solar system they should get if they also want to hook up electric vehicles.
Sendy attributes much of this shift to word-of-mouth: Many people know someone who’s gotten solar panels, so their efficacy is now accepted.
But the potential saving on electricity bills has consistently remained the predominant driving force.
“[Customers] make the decision based on the economic benefits,” he said. “The bottom line is it makes money. So whether your motivation is environmental or financial you sort of come to the same decision.”
Sendy has also noticed another shift. At first, customers were interested in systems with the fastest payback. But in the past few years, more people are looking for systems that offer maximum power reliability.
In order for a solar system to operate normally when the central grid goes down, there also needs to be on-site battery storage at each house or building. Rooftop panels won’t function by themselves if service is cut, since to protect utility workers repairing wires, power can’t be flowing back into the grid.
A recent survey from SolarReviews found that battery storage installations have been growing since 2016, with nearly three-quarters of installations over the last five years taking place in 2020.
Installers with a national footprint such as Sunrun, Sunnova and SunPower offer storage options, using products from Enphase Energy and SolarEdge, among others. Goldman Sachs predicts the market for home energy storage will hit $1 billion for the first time in 2022.
A separate survey from SunPower showed similar trends, with a third of homeowners considering changing to solar citing power outages as a driving force. Nearly two-thirds of homeowners with energy storage said outages were a reason for their purchase.
“Against the backdrop of high-profile power outages, the next wave of solar owners view battery storage as a vital component of their solar energy system,” the study said.
Sophisticated software systems also allow customers to use their batteries even while the grid is running as normal. In states where there’s time-of-use pricing, for example, the battery can be charged when electricity prices are low, and it can then power the home when prices are high. Additionally, in some states net metering — where solar energy owners are credited for power they add to the grid — can make having a solar system with storage a particularly attractive option.
While the companies in the solar space that grab headlines are typically those with a national footprint, Sendy said he believes the best solar companies are the small, local ones, given the needed urgency when there are power problems.
“I believe solar is inherently a localized service business. I don’t believe in corporate solar,” he said. “They really haven’t gotten good at the after-sales service.”
Hyundai Motors is recalling 145,235 EVs and other “electrified” vehicles in the US, citing concerns about a loss of driving power, the National Highway Traffic Safety Administration (NHTSA) said on Friday.
The NHTSA announced this morning that the recall affects selected IONIQ 5 and IONIQ 6 EVs, as well as certain luxury Genesis models, including the GV60, GV70, and G80 electrified variants, from the 2022-2025 model years, Reuters reported.
It looks like the issue stems from “the integrated charging control units in these vehicles, which may become damaged and fail to charge the 12-volt battery. This malfunction could lead to a complete loss of drive power, posing safety risks for drivers,” the NHTSA stated.
If you’re an owner of one of these Hyundai models dating 2022-2025, stay tuned. Hyundai has not yet provided a timeline as to when affected vehicles will be repaired.
To make that happen, the company’s dealers will inspect and replace the charging unit and its fuse if necessary, NHTSA said. Free of charge, of course.
Importantly, no crashes, injuries, fatalities, or fires due to this issue have been reported in the US, Hyundai reported.
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Tesla announced that ‘Actually Smart Summon,’ its autonomous driving feature that enables moving its vehicles without anyone inside over short distances, is now being launched in Europe and the Middle East.
The automaker’s Full Self-Driving suite of features has been limited in those markets due to regulations and Tesla’s focus on making them work in North America first.
Actually Smart Summon is the vision-only version of Tesla’s “smart summon” feature, which was released years ago on Tesla vehicles with ultrasonic sensors.
When Tesla transitioned away from ultrasonic sensors, Smart Summon was one of the missing features that Tesla had yet to adapt to the vision-only (cameras and neural nets) system.
However, that’s only in North America where Tesla focuses its Full Self-Driving (FSD) development, the feature package that includes Actually Smart Summon, also referred to as ‘ASS’.
Most of Tesla’s other markets, including Europe, don’t have the same capabilities under the Full Self-Driving package. That’s partly due to regulations, but Tesla also focuses on making the features work on North American roads first.
Now, Tesla has announced that its Actually Smart Summon feature is launching in Europe and the Middle East:
The feature can only be used on private roads, like parking lots and driveways. Most people have used it to bring their vehicles parked in a large parking lot to them as they exit a store or restaurant. However, the vehicle moves quite slowly under the feature and the owner needs to keep an eye on it at all time and be ready to cancel the summon as Tesla doesn’t take any responsibility for accidents caused by using Actually Smart Summon., like all other FSD features.
Therefore, most people I know who have the feature, myself included, tried once or try to see or impress some friends who have never seen a car move without anyone inside and then stopped using it.
The feature’s main useful use-case is for people with extremely tight parking spots. It enables them to exit the vehicle before it is in its final parking spot and then move the car in and out remotely.
However, that has been the case for years with the regular Smart Summon, as you generally don’t need the vehicle to handle complex parking lots. You mostly need it to move a few feet forward or backward.
US Automakers are planning to ask Mr. Trump to retain President Biden’s EPA exhaust rules, in the face of signs that Mr. Trump might try to reverse them. If the rules are reversed, it would cost Americans hundreds of billions of dollars and thousands of deaths per year.
Interestingly, this is the opposite of what big auto did the last time a reality TV show came to the White House – signaling that they have perhaps learned their lesson this time ’round.
First, some history.
In the middle of the 20th century, the effects of human activity on the atmosphere became readily apparent. Certain cities – with Los Angeles among the forefront – were choked by smog, and it was soon found out that vehicle pollution was the primary reason for this smog.
Since Los Angeles was one of the most smog-choked cities, California led the way on clean air regulation, creating the California Air Resources Board in 1967 (under then-Governor Ronald Reagan).
The federal government gave California special dispensation to set stricter regulations than the rest of the country, in recognition that it had a unique smog problem in its primary metropolis. California has retained this dispensation, in the form of a “waiver,” since then. And other states can follow California’s rules, but only if they copy all of the rules exactly.
Thus, there have been two separate sets of clean air regulation in this country since then – the federal rules, and then the “CARB states” which follow California’s rules.
In 2012 that finally changed, when President Obama’s EPA negotiated with California to finally harmonize these standards and also implement higher fuel efficiency nationwide. This would have been a huge boon for both industry and consumers, saving money and giving regulatory certainty to the auto industry.
But then, in 2016, the candidate who got the 2nd most votes in the presidential election was headed for the White House. And automakers responded by immediately lobbying to torpedo these standards, even before inauguration.
Now, you might think that asking a profoundly ignorant individual, who ended up staffing the EPA with bought-and-sold science deniers (huh, that would never happen again would it?), to change rules which had already been set through years of negotiation and lobbying was not a great idea. And you’d be right.
Not long after automakers had the dumb idea to ask an idiot to fix something that wasn’t broken, that idiot went and broke things further, fracturing the agreement between California and the federal government and ensuring less regulatory certainty for automakers.
But it was too late, and we are now back in the era of disparate regulatory regimes – something which John Bozzella, head of the Alliance for Automotive Innovation (formerly called Global Automakers), keeps complaining about these days, despite having lobbied for exactly this in the first place.
The US EPA and California are still not fully harmonized, but both released recent new standards which do have somewhat similar targets. If a manufacturer builds towards one set of rules, they’ll probably not be too far off from meeting the other.
So in the end, we did get better emissions regulations and California has continued to push forward with clean air regulations, thus signaling a failure on the part of Mr. Trump to cause the long term harm to Americans that he and his oil industry solicitors so desperately seem to desire.
The most recent EPA standards, finalized in March (after being softened at the auto industry’s request), do not mandate any particular powertrain, but rather require steep emissions cuts – and EVs are the easiest way to achieve lower emissions.
Notably, Tesla lobbied in favor of making this last set of standards stronger, and they also lobbied against ruining the Obama/CA standards in 2016 – being one of very few automakers who were on the correct side of that discussion.
Despite that the President Biden EPA’s rules do not mandate any particular powertrain, Mr. Trump, in his usual ignorance, has said that he will end the nonexistent EV mandate. And now that he has received more votes than his opponent for the first time (after three tries, and despite committing treason in 2021 for which there is a clear legal remedy), it looks like the upcoming EPA might be directed to end these emissions cuts and fuel/health cost savings for Americans.
But in this instance, it sounds like the automakers might actually do the right thing for once, and ask the government not to do any rollbacks, and instead let them continue on with the plans without disruption from a convicted felon who seems determined to cede a US EV manufacturing boom back to China.
Detroit’s Big Three automakers – GM, Ford and Stellantis – are all reportedly trying to figure out how to ensure that these rules stay in place. The mentality is that constantly changing regulations are not beneficial for companies – particularly in the auto realm, where models take on the order of 7 years to plan and execute. Long-term planning is important for the hundreds of billions in manufacturing investment that EVs have attracted in the US during Biden’s EV push.
These attitudes are notable, given that this is not what automakers did in 2016/2017. That time, they compulsively pushed for fewer regulations, and now they are asking for regulations to remain in place.
It’s further notable that Tesla CEO Elon Musk, whose company lobbied strongly in favor of emissions cuts and makes more use of the federal EV tax credit than any other company, is now allied with the very entity that’s looking to harm EVs. It seems that we have entered opposite world.
On the other hand, a former reality TV host – tagged along with by the CEO of the company that has sold more electric cars than any other – seem determined to kill electric cars, despite the harm that would cause to Americans’ pocketbooks and health insurance premiums. And that famously vindictive character may be even more spurred towards this harmful course of action after failing in his efforts the first time.
Who ya got?
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