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Saturday, March 30th, 2024

    Time Event
    2:34p
    Are State Governments Slowing the Build-Out of America's EV Charging Stations?
    In November of 2021 America passed a "Bipartisan Infrastructure Law" which included $7.5 billion for up to 20,000 EV charging spots, or around 5,000 stations, notes the Washington Post (citing an analysis from the EV policy analyst group Atlas Public Policy). And new stations are now already open in Hawaii, New York, Ohio and Pennsylvania, "and under construction in four other states. Twelve additional states have awarded contracts for constructing the charging stations." A White House spokesperson said America should reach its goal of 500,000 charging stations by 2026. So why is it that right now — more than two years after the bill's passage — why does the Federal Highway System say the program has so far only delivered seven open charging stations with a total of 38 charging spots? Nick Nigro, founder of Atlas Public Policy, said that some of the delays are to be expected. "State transportation agencies are the recipients of the money," he said. "Nearly all of them had no experience deploying electric vehicle charging stations before this law was enacted." Nigro says that the process — states have to submit plans to the Biden administration for approval, solicit bids on the work, and then award funds — has taken much of the first two years since the funding was approved. "I expect it to go much faster in 2024," he added. "We are building a national EV charging network from scratch, and we want to get it right," a spokesperson for the Federal Highway Administration said in an email. "After developing program guidance and partnering with states to guide implementation plans, we are hitting our stride as states move quickly to bring National Electric Vehicle Infrastructure stations online...." Part of the slow rollout is that the new chargers are expected to be held to much higher standards than previous generations of fast chargers. The United States currently has close to 10,000 "fast" charging stations in the country, of which over 2,000 are Tesla Superchargers, according to the Department of Energy. Tesla Superchargers — some of which have been opened to drivers of other vehicles — are the most reliable fast-charging systems in the country. But many non-Tesla fast chargers have a reputation for poor performance and sketchy reliability. EV advocates have criticized Electrify America, the company created by Volkswagen after the company's "Dieselgate" emissions scandal, for spending hundreds of millions of dollars on chargers that don't work well. The company has said they are working to improve reliability. The data analytics company J.D. Power has estimated that only 80 percent of all charging attempts in the country are successful. Biden administration guidance requires the new publicly funded chargers to be operational 97% of the time, provide 150kW of power at each charger, and be no more than one mile from the interstate, among many other requirements.EV policy experts say those requirements are critical to building a good nationwide charging program — but also slow down the build-out of the chargers. "This funding comes with dozens of rules and requirements," Laska said. "That is the nature of what we're trying to accomplish.... "States are just not operating with the same urgency that some of the rest of us are." The article notes that private companies are also building charging stations — but the publicly-funded spots would increase America's car-charging capacity by around 50 percent, "a crucial step to alleviating 'range anxiety' and helping Americans shift into battery electric cars. "States just have to build them first."

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    4:34p
    Bill Gates Says Texas Shows America's Clean-Energy Future
    "If you want to see what the cutting edge of next-gen clean energy innovation looks like, it'd be hard to find a place better than Texas," Bill Gates wrote recently on his blog," saying "amazing companies" are breaking ground across the state. "Each one represents a huge boon for the local economy, America's energy security, and the fight against climate change." The world is undergoing an energy transition right now, fueled by the development and deployment of new clean energy technologies. The pace of innovation at the heart of this transition is happening faster than many people (including me!) dared hope. The progress makes me optimistic about the future — and excited about the role that American communities will play, especially in places like Texas. Breakthrough Energy and I have invested more than $130 million into Texas-based entrepreneurs, institutions, and projects. It's a big bet, but it's one I'm confident in. Why? Because of the people. Nearly half a million Texans work in the oil and gas industry, and their skills are directly transferrable to next-generation industries. This workforce will help form the backbone of the world's new clean energy economy, and it will cement Texas's energy leadership for generations to come. Many of the companies I'm seeing on this trip already employ or plan to employ oil and gas workers. One of those companies is Infinium, which is working on next-generation clean fuels for trucks, ships, and even planes. I'm visiting their first demonstration plant in Corpus Christi, where they're turning waste CO2 and renewable energy into electrofuels — or eFuels — for trucks. They've already signed a deal with Amazon, and sometime soon, if you live in the area, you might get a delivery supported by Infinium eDiesel. The key to Infinium's approach is that their fuels can be dropped into existing engines... I'm especially excited about the work they're doing on sustainable aviation fuel, or SAF — which could reduce emissions from air travel by as much as 90 percent, according to company estimates. Infinium is in the process of converting an old gas-to-liquid plant in West Texas into a new facility that will increase the company's capacity for producing eFuels ten-fold. Breakthrough Energy's Catalyst program has invested in this first-of-its-kind plant, and I can't wait to see it when it's done. Another company I'll see is Mars Materials. They're a Breakthrough Energy Fellows project working on a different way to reuse CO2. The company is developing a clever technique for turning captured carbon into one of the key components in carbon fiber, an ultra-light, ultra-strong material that is used in everything from clothing to car frames... The Mars Materials team relocated from California to Texas in part because of the skilled oil and gas talent that they could access in the state, and they aren't the first Breakthrough Energy company to do that. I'm going to check out their lab, where their scientists are hard at work optimizing the conversion process. Both companies assume abundant CO2, Gates writes, but "fortunately for them, Texas is also in the process of becoming a capital for direct air capture... A recent study found that Texas has the greatest DAC deployment potential in the country and could create as many as 400,000 jobs by 2050." Already a direct air capture "hub" in Kingsville, Texas is expected to create 2,500 jobs over the next five years, while Houston has been selected as the site for one of America's seven Regional Clean Hydrogen Hubs. "If you want to catch a glimpse of our country's clean energy future," Gates writes, "you should head on down to the Lone Star State."

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