In a press release yesterday eVan/eBus manufacturer Arrival announced that:
Scaling production in the Bicester microfactory requires significant further investment in hard tooling and working capital and the Company has determined that the benefits of such an investment would be best directed to the US market.
As a result, today the Company announced a plan to restructure its business to focus resources on a family of Van products for the US market as well as its enabling technologies – including core components, composite materials, mobile robotics, and software-defined factories. The Company will continue to produce a small number of Vans in Bicester to optimize microfactory processes and support trials with customers.
The major factors in the Company’s decision to shift focus to developing its US business included the tax credit recently announced as part of the Inflation Reduction Act – expected to offer between $7,500 to $40,000 for commercial vehicles, the large addressable market size, and substantially better margins.
The business plans to raise capital to fund the commercialization of these vehicle programs in the US and is exploring all funding and strategic opportunities needed to bring the Vans designed for the US into production at the company’s second Microfactory in Charlotte, North Carolina.
In order to extend the company’s cash runway, Arrival plans to further right-size the organization and cut cash intensive activities while continuing to advance its core technologies. The result of these proposals is expected to have a sizable impact on the Company’s global workforce, predominantly in the UK.
By way of some additional explanation of Arrival’s announcement, here is a chart of their share price since listing on the NASDAQ exchange:
Back in March General Motors announced a vehicle-to-home pilot project in partnership with Pacific Gas and Electric. According to Mary Barra:
Bi-directional charging will help when there’s a power outage or additional demand, to really help supply energy and keep everybody having the energy they need to live their lives.
Now the next phase of General Motors’ master plan to beat Tesla at the energy game has been announced, in a press release yesterday:
The introduction of Ultium Home and Ultium Commercial, which in combination with the existing Ultium Charge 360, create a holistic ecosystem of energy management products and services that will be housed under a new business unit called GM Energy.
GM Energy’s connected product and service offerings are designed to offer cohesive energy management for home, commercial and EV customers, with solutions ranging from bi-directional charging, vehicle-to-home (V2H) and vehicle-to-grid (V2G) applications, to stationary storage, solar products, software applications, cloud management tools, microgrid solutions, hydrogen fuel cells and more. GM Energy’s services will also enable the sale of energy from EV and stationary storage batteries back to utilities during peak, high energy consumption periods, unlocking even more potential value for customers and increasing resiliency for the electrical grid.
Several large-scale companies across the U.S. have already agreed to work with GM Energy to provide energy solutions to customers and receive product or service offerings.
Among them is an agreement with SunPower, one of the nation’s leading solar technology and energy services providers. Together, the two companies will develop and offer customers a home energy system which will consist of integrated EV and battery solutions, solar panels and home energy storage. A primary feature of the home energy system is expected to enable drivers to deliver power to their homes with the battery in their compatible electric vehicle, designed to give them the ability to power their home’s necessities in a blackout or draw from stored energy during peak rate times. SunPower will also become a preferred installer for the home energy system and offer customers the opportunity to add solar to their home. The home energy system will be available alongside the retail launch of the 2024 Chevrolet Silverado EV, expected to begin production in fall 2023.
Tesla have of course yet to announce any plans for “the sale of energy from EV batteries”, but Tesla Energy predates GM Energy by several years. Will General Motors be able to catch up and overtake Tesla? Perhaps V2x technology will give GM an edge? Alternatively perhaps Tesla will also be offering V2x on their EVs by the time the 2024 Chevrolet Silverado EV starts production?
The upcoming, fully electric Volvo EX90, which will be revealed on November 9, will be the first Volvo car to be hardware-ready for bi-directional charging capabilities. Initially becoming available in selected markets, bi-directional charging has the potential to help you make your energy utilisation cheaper, more efficient and sustainable. Paired with smart-charging capabilities coming to the Volvo Cars smartphone app, the Volvo EX90 will allow you to charge your car when demand from the grid and prices are low – usually meaning there are more renewable sources in the energy mix – and save that stored energy to be used later.
Once available, bi-directional charging in the Volvo EX90 could enable you to power your home, as well as other electric devices.
The press release wasn’t accompanied by any images of the EX90. I suppose all will be revealed on November 9th. However there is this video, entitled “What if your car could power your life?”. A very good question, which has been on our minds here at V2G UK for over a decade:
The video doesn’t include any images of the EX90 either, but it does include Volvo’s Head of Electrification Ecosystem, Olivier Loedel, saying things like:
With the Volvo EX90 you can power your life.
You could use its battery in many ways, from topping up your electric bike when you’re out and about, to hooking up an outdoor cooking appliance for your weekend camping trip. It could even power your house during the expensive peak hours of the day.
The press release adds:
Depending on rules specific to each energy market, bi-directional charging could also allow customers to support the grid in different ways. This could include taking in more energy during times when there’s a surplus of renewable energy, or selling energy back during peak usage hours when there is more demand. If most cars have this functionality in the future, then the grid could be balanced more often. That could increase the overall sustainability of the grid by reducing potential energy waste from renewable sources at times when production outperforms demand.
and in the video Olivier adds:
Bi-directional charging will in the future become available through a customer offer including a wallbox and a Home Energy Management System that connects the car, wallbox and power meter of a house together…
Bi-directional charging could allow customers to sell electricity back to the power grid, for example during peak hours when demand is high:
Once again an EV OEM has come up with an infographic which bears a strange resemblance to the banner at the top of this page, which is now over ten years old. Apart from the cloud labelled “Volvo” that is! As Olivier puts it, “technical solutions to enable this are under way. We have done some research!”
All in all it sounds to me an awful lot like Volvo intend to deliver full blown vehicle-to-grid in the foreseeable future! However the press release does also include the following “small print”:
* Future technology and features are described, and capabilities may vary. Features may not be available in all markets and will not be standard in all markets or for all models. * The bi-directional charging offer will initially be launched in selected markets. We are currently investigating which use cases we will be able to offer in different markets. * We will equip the Volvo EX90 with the necessary hardware to support the grid, and we are currently assessing in which markets it would be possible to offer this to our customers.
Which does beget another few questions at the back of my mind. Such as:
“Will the Volvo EX90 and associated wallbox support AC or DC V2x?”,
“Will the UK be one of Volvo’s initial selected markets?”, and
“If so, when will this exciting technology finally become available to the (wo)man in the UK street?”
Ministers are discussing launching a public information campaign to encourage households to reduce their energy use this winter as fears grow over winter blackouts.
Households could be asked to turn their thermostats down and use their dishwashers and washing machines during the night and at times when energy demand is lower, under plans being discussed between the business department, energy companies and the network operator National Grid.
No names are mentioned of course, but allegedly:
Sources close to the discussions said that government officials and industry executives were determined to avoid blackouts disrupting the supply of energy to Britons’ homes. A public information campaign could help ease pressure on energy supplies during the winter. Ministers have so far resisted callsto tell consumers to cut their energy use, saying consumption of gas and electricity was a “decision for individuals”.
The article mentions the recent trial in Scotland run by Octopus Energy and SP Energy Networks, in which a financial incentive was offered to domestic consumers to shift the timing of their electricity demand.
Over 2,500 Octopus Energy customers across Dumfries and Galloway participated in the six-week trial*. Directed to power up their usage when green energy supply was highest, households used 20MWh more energy across the six two-hour trial windows. Households who increased their usage by more than 10% were credited back all the energy they had used during the two-hour timeframe. Those who used more than 100% extra were credited double the amount they had used. Participating customers were rewarded with an average of £5 of free energy, with some saving up to £73.
According to The Guardian once again:
National Grid will lay out its outlook for winter energy supplies on Thursday, giving the first comprehensive assessment of the risk of blackouts this winter.
The eagerly awaited document should show how resilient Britain’s energy supplies are over the coming months. An early view, published in August, showed the UK should be able to meet its energy demand in the coming months. However, since then Norway has indicated it may prioritise supplying its domestic market over exporting power.
Here’s how things stacked up for the National Grid in August:
We eagerly await any changes revealed in tomorrow’s report!
[Edit – October 6th]
The National Grid Electricity System Operator has now published its “Winter Outlook Report” for 2022/23. Here is the executive summary in full:
Our first illustrative scenario examines what would happen if there were no electricity imports from continental Europe . In this scenario we would deploy our mitigation strategies – dispatching the retained coal units and our Demand Flexibility Service. By securing 4GW through these actions, we would maintain adequate margins and mitigate impacts on customers.
Our Demand Flexibility Service is new and innovative, and we have worked with suppliers, aggregators, industry, Ofgem and BEIS on the design to ensure it is ready for the winter and capable of delivering the required level of participation and response (2 GW+). It will launch on 1 November, and we are encouraging suppliers and aggregators to work with their customers to ensure the highest levels of engagement and participation. We see particular potential from commercial organisations who can shift their load from peak hours and have had positive feedback from British companies on this.
Without the Demand Flexibility Service, we would expect to see a reduction in margins. In this scenario on days when it was cold (therefore likely high demand), with low levels of wind (reduced available generation), there is the potential to need to interrupt supply to some customers for limited periods of time in a managed and controlled manner. However, we expect the mitigations outlined above to be effective.
A second, more extreme scenario, looks at a hypothetical escalation of the energy crisis in Europe such that there is insufficient gas supply available in Great Britain (in addition to no electricity available to import from continental Europe as per above scenario). In the unlikely event that escalation of the situation in Europe means that insufficient gas supply were to be available in Great Britain this would further erode electricity supply margins6 potentially leading to interruptions to customers for periods. All possible mitigating strategies, including our new measures, would be deployed to minimise the disruption.
Overall, this is likely to be a challenging winter for energy supply throughout Europe. We have taken extensive measures to try to mitigate the impacts for British consumers and expect that, under our base case, margins will be adequate. Nevertheless, there remain scenarios, driven principally by factors outside of Great Britain which could impact upon British electricity supplies. Plans are in place to ensure the impact is minimised and the overall security and integrity of Britain’s energy systems are protected.
Here too is the updated version of the “base case” supply margin chart shown above:
The chart is accompanied by these two provisos, amongst others:
Our base case assumes electricity imports from Europe are available at times when we need them to meet demand, delivering in line with their Capacity Market agreements, and that there is no disruption to gas supplies.
Our base case does not assume any material reduction of consumer demand due to high energy prices. It does not include any of our mitigation measures such as coal contracts or the Demand Flexibility Service as we would not expect to deploy them here.
The winter outlook also considers “Scenario 1” in which there are “reduced electricity imports from Europe”:
The bar chart is accompanied by a graph of “operational surplus”:
That shows National Grid’s “90% confidence” that the surplus will not turn negative over the winter. However now let’s take a look at “Scenario 2” in which there is in addition “insufficient gas supply in Great Britain”:
Due to the war in Ukraine and gas shortages in Europe, there is a significant risk that gas shortages could occur during the winter 2022/23 in Great Britain. As a result, there is a possibility that GB could enter into a Gas Supply Emergency.
Perhaps it would be prudent at this juncture for us all to cross our fingers and hope that the gas keeps arriving at Great British shores over the coming months, whether via pipeline or LNG tankers?
Though no power cuts are currently planned, in their winter outlook National Grid ESO raised the possibility of the need for planned national power cuts, in order to manage the possibility of energy demand outstripping the supply available.
Firstly, it’s important to know that before any emergency planned power cut instruction is given, National Grid ESO takes several steps to protect customers. These include:
* Encouraging additional generation through the supply market. * Asking heavy industrial users to limit their demand during peak periods. * Reducing domestic power demand – this could include paying customers to change how and when they use appliances like washing machines and dishwashers or reducing voltage across the country by a small percentage, which would be undetectable.
Procedures for emergency planned power cuts like this have existed for decades and are simulated in emergency exercises by the energy sector each year ahead of the winter.
If needed, the emergency procedures are designed to minimise the impact on customers as far as possible, by limiting power cuts to shorter periods in order to manage overall electricity demand. However, while the winter is expected to be challenging, there is no guarantee emergency measures will be necessary.
If an emergency power cut is implemented, customers in certain parts of the country would typically be without power for around three hours per day during the emergency.
Distribution network operators, which run the local power networks, would be legally instructed by National Grid ESO, which controls the flow of energy around the country, to disconnect power supplies using established procedures. These procedures are set out by the government in a document known as the Electricity Supply Emergency Code, sometimes referred to as ESEC. The procedures ensure that power is shared fairly across all customers during a national energy emergency…
If emergency power cuts are needed customers will be able to find their rota and what it means for them at powercut105.com by entering their postcode. The rota will only be published once emergency power cuts have been approved to take place.
[Edit – October 17th]
In an article in today’s Financial Times, energy correspondent Nathalie Thomas writes that:
National Grid’s chief executive has warned British households to prepare for blackouts between 4pm and 7pm on “really, really cold” weekdays in January and February in the event of reduced gas imports from Europe.
John Pettigrew said the company would have to impose rolling power cuts on “those deepest darkest evenings in January and February” if generators failed to secure enough gas from the continent to meet demand, particularly if the country suffers a cold snap.
Pettigrew’s comments at the Financial Times’s Energy Transition Summit came after National Grid, which oversees Britain’s electricity and gas systems, this month took the unusual step of setting out various “unlikely” scenarios in which Britain might not have sufficient energy supplies this winter.
[Edit – November 4th]
National Grid ESO’s Director of Corporate Affairs, Jake Rigg explained their Demand Flexibility Service on BBC Breakfast this morning. · According to a BBC article:
Households will be offered discounts on their electricity bills if they cut peak-time use on a handful of days over the winter, as part of National Grid’s efforts to avoid blackouts.
The network operator has announced details of the scheme, which it said could save households up to £100.
There will be 12 “test” days initially, designed to see how customers respond, between November and March.
But only homes with smart meters will be able to take part.
Only 14 million, less than half, of households in England, Scotland and Wales, where the scheme is being tested, have a smart electricity meter installed.
Customers taking part will be given 24 hours’ notice of a “test” day where they will be asked to reduce their peak-time electricity use if they can during a one-hour period identified by National Grid, likely to be between 16:00 and 19:00.
That could include delaying use of a tumble-dryer or washing machine, or cooking dinner in the microwave rather than the oven.
National Grid said it will pay energy suppliers, which will be required to sign up to the scheme to operate it for customers, £3 for every kilowatt-hour during the test periods.
Individual suppliers will decide how much customers will receive and whether the money is taken off bills, credited to accounts, or if there’s an option to withdraw the cash…
Take a look at this recording of California Governor Gavin Newsom‘s closing remarks at the Climate Week NYC plenary session earlier this week:
By all means watch the whole thing, but make sure not to miss the part at 4:20 where Gavin says that:
We talk about grids and reliability? Give me a break!
The opportunity now with electric vehicles, and the vehicle-to-grid technology, and the bi-directional opportunity of two way charging creates opportunities for million and millions of batteries on wheels.
Then up on your home, in your phone, selling back electricity to the grid. Taking money not out of your pocket, but putting it now in your pocket.
Low carbon green growth!
In other recent news from the Golden State, Queen Máxima of the Netherlands met with Gavin’s wife Jennifer:
The UK’s Met Office has issued a yellow warning for wind and rain across South West England this afternoon:
As the Met Office point out:
Some short term loss of power and other services is possible.
We would go somewhat further, and suggest that some power cuts are likely here in Cornwall. Not least because 1,702 properties near Marazion suffered a power cut yesterday afternoon:
A number of commenters on Twitter are getting very excited about an announcement from General Motors earlier today. Here’s GM’s Mary Barra and PG&E’s Patti Poppe talking with Phil LeBeau on CNBC’s “Squawk Box”:
As Mary says to Phil:
Bi-directional charging will help when there’s a power outage or additional demand, to really help supply energy and keep everybody having the energy they need to live their lives.
Phil suggests:
What you guys are talking about doing is making smart vehicles and a smart grid, where the communication happens and I don’t need to be involved. Correct?
Patti responds:
Automatically! There’s like this value stack for electric vehicles that I don’t think people fully appreciate yet. The first is obviously decarbonising transportation, number one and everybody gets that. And it’s a great driving experience. But then you stack on the resiliency play because of the effects of climate change, and then on a peak summer day imagine being able to leverage the fleet of electric vehicles. In California, in fact in my service area alone, one in five electric vehicles sold in America are in my service area, so we can really deploy them to power homes and to enable the grid.
In the accompanying press release General Motors reveal that:
Pacific Gas and Electric Company and General Motors today announced a breakthrough collaboration to pilot the use of GM electric vehicles as on-demand power sources for homes in PG&E’s service area.
PG&E and GM will test vehicles with cutting-edge bidirectional charging technology that can help safely power the essential needs of a properly equipped home. EVs play a critical role in achieving California’s goals for reducing greenhouse gas emissions and already provide customers with many benefits. Bidirectional charging capabilities add even further value by improving electric resiliency and reliability…
Skipping to the “How the pilot will work” section of the news release GM explain that:
PG&E and GM aim to test the pilot’s first vehicle-to-home capable EV and charger by summer 2022. The pilot will include the use of bidirectional hardware coupled with software-defined communications protocols that will enable power to flow from a charged EV into a customer’s home, automatically coordinating between the EV, home and PG&E’s electric supply. The pilot will include multiple GM EVs.
Following lab testing, PG&E and GM plan to test vehicle-to-home interconnection allowing a small subset of customers’ homes to safely receive power from the EV when power stops flowing from the electric grid. Through this field demonstration, PG&E and GM aim to develop a user-friendly vehicle-to-home customer experience for this new technology. Both teams are working quickly to scale the pilot with the goal of opening larger customer trials by the end of 2022.
It seems as though Mary, Patti, Phil et al. are blissfully unaware that pilot projects involving V2H/V2G and several hundred electric vehicles have been under way here in the United Kingdom since 2018.
We have even been running a “cutting-edge bidirectional charging technology” project in our very own car park here in wild and woolly South West England for the last couple of years:
For a more detailed overview of the UK pilot projects referred to above please download the presentation available at our sister web site:
Regular readers may recall some of my previous musings on UK electricity prices during previous “shocks” to UK energy markets? The latest proximate cause of apparently absurdly elevated prices is the ongoing war in Ukraine following the Russian invasion.
Here are the maximum UK wholesale electricity prices for the last 3 days according to Drax Electric Insights:
Here too are the Epex Spot day ahead electricity prices across much of Europe for later this evening:
This wasn’t Plan A, but circumstances beyond our control resulted in Lisa, our ageing V2G R&D Nissan LEAF, making a return trip to Bristol Airport over the last couple of days. Here is a Twitter thread revealing what she discovered en route:
The California Energy Commission (CEC for short) have recently undertaken a consultation on Assembly Bill 2127, which mandates a biennial assessment of electric vehicle charging infrastructure in California. Following that consultation they have now published a technical note which recommends the “Deployment of ISO 15118-Ready Chargers “. It states amongst other things that:
California Energy Commission (CEC) staff recommends that charging providers pursue widespread deployment of ISO 15118-ready chargers. CEC analysis indicates that ISO 15118-ready chargers are needed to support current and upcoming vehicle features, critical vehicle-grid integration capabilities, and an easier-than-gas user experience.
The technical note provides an “ISO 15118-Ready Hardware Definition” which states that:
Based on dozens of stakeholder conversations, CEC staff has identified the following capabilities needed to support ISO 15118 communication for chargers using the J1772 or CCS connector. An “ISO 15118-ready” charger is capable of, at minimum:
Powerline carrier (PLC) based high-level communication as specified in ISO 15118-3.
Secure management and storage of keys and certificates.
Transport Layer Security (TLS) version 1.2; additional support for TLS 1.3 or subsequent versions is recommended to prepare for future updates to the ISO 15118 standard.
Remotely receiving updates to activate or enable ISO 15118 use cases.
Connecting to a backend network.
Selecting the appropriate communication protocol used by the vehicle.
An ISO 15118-ready charger uses at least one J1772 or CCS connector; this includes multiple-connector DC chargers with at least one CCS connector. ISO 15118-ready chargers should have onboard hardware to support the above capabilities, although software implementation of specific ISO 15118 use cases is not included in the scope of this recommendation. For example, an ISO 15118-ready charger should have the onboard hardware needed for Plug and Charge, but might not yet have Plug and Charge software implemented.
ISO 15118-ready chargers should be capable of selecting the appropriate communication protocol used by the vehicle. AC chargers should support pulse-width modulation control as specified in J1772 and be capable of communicating using ISO 15118-2 and/or ISO 15118-20. DC chargers should support DIN 70121 and be capable of communicating using ISO 15118-2 and/or ISO 15118-20.
The CEC then mention an area dear to our heart here at V2G UK, bi-directional charging:
CEC staff estimates that the marginal hardware components needed for ISO 15118 readiness cost less than $6 per charger. Despite the growing number of electric vehicle models using ISO 15118 for Plug and Charge and grid-integration features, many existing chargers, particularly AC chargers, are not equipped to reciprocate such communication. To fully support these vehicle models and capabilities, CEC staff recommends widespread deployment of ISO 15118-ready chargers.
The capabilities of an ISO 15118-ready charger identified above outline a hardware baseline for chargers using the J1772 or CCS connector and do not discourage additional functionality. ISO 15118-ready chargers may optionally support bidirectional charging. ISO 15118-ready chargers do not affect the use of other communication pathways (such as vehicle telematics).
All in all it sounds as though smart charging stations destined for the Californian market will in future bear a close resemblance to their European equivalents, albeit with some differences. A 60 Hz supply for example, and a CCS1 DC plug rather than CCS2:
There is however a fly in the ISO 15118 ointment:
CEC staff also plans to monitor related market indicators, such as PLC transceiver lead times.