
Stories You May Have Missed This Week: EV, Charging & Intelligent Electrification Roundup (1/14/26 Edition)
If you only skimmed headlines this week, you probably saw the usual AI-grid anxiety and EV-market hot takes. The useful signals for owners, developers and planners are more practical: Cities are approving real-world charging, counties are tightening battery permitting rules, grid operators are rewriting “who pays” tariffs for big loads, and the building-controls stack keeps consolidating.
EV Charging in Real Places
1) Downtown Santa Maria, Calif., is getting a new public EV charging station
A city + community choice aggregator project, but that’s the point: this is what “charging as municipal infrastructure” looks like when it moves from planning to siting. For mixed-use districts, downtown chargers are as much about foot traffic and access as they are about kilowatt-hours.
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2) Wallbox + Codale: The distribution channel story that actually drives installs (Mountain West)
This is the unglamorous scaling layer: making EVSE easier to buy, stock, and support through the electrical distribution ecosystem. For portfolio owners, it’s a reminder that standardization and service logistics often matter more than spec-sheet differences.
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3) Level 2 charging keeps growing as the “workhorse” for offices and multifamily properties
Fresh AFDC-based rollups continue to show Level 2 expansion; the CRE takeaway hasn’t changed: where dwell time is measured in hours, reliable AC charging + load management is still the highest-probability win.
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4) Portable charging goes more mainstream at CES 2026 (MSI’s rugged portable Level 2)
Portable and “bridge” charging is showing up as a real category — useful for property managers who need a stopgap for tenants or fleets while permanent electrical work is queued. Think: temporary, loaner, or supplemental charging that reduces friction.
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Storage Becomes the Story (Permitting, Insurance, Public Trust)
5) Santa Cruz County tightens proposed battery-storage rules (monitoring, insurance, bonds)
The draft ordinance reads like a preview of where local permitting is heading: more monitoring, more financial assurance, more explicit safety/process requirements. For CRE-scale storage, “public trust” is now as real a gating factor as interconnection.
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https://www.sfgate.com/news/bayarea/article/santa-cruz-co-county-releases-updated-draft-21274141.php
https://lookout.co/santa-cruz-county-drafts-stricter-battery-storage-rules-before-board-hearing/ (if paywalled, use the SFGate summary above)
6) Nuvve pivots harder toward stationary storage and microgrids
A V2G brand leaning into BESS + microgrids is a market signal: bidirectional EV programs still matter, but near-term dollars are showing up faster in stationary projects with clear procurement, financing, and grid-services pathways.
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Grid Stress and “Who Pays?” Data Center Fights
7) FERC pushes PJM toward clearer rules for co-located large loads and generation
As “behind-the-fence” configurations expand, regulators are trying to prevent interconnection and service rules from turning into a loophole maze. If you develop campuses for big-load tenants, expect rules that affect schedule risk, curtailment rights, and cost allocation.
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8) Data centers meet angry town halls: zoning is becoming the choke point
A growing number of communities are using moratoriums, overlays, and special use permits to slow the rush — not because they’re anti-growth, but because “who pays for power and water?” is now a political question. For adjacent CRE, entitlements and infrastructure governance are becoming part of site risk.
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https://fortune.com/2026/01/03/data-centers-town-halls-angry-citizens-affordability-zoning-utility/
https://www.wsj.com/business/energy-oil/ai-data-center-blackouts-electric-grid-1fed9803
https://www.wsj.com/business/energy-oil/power-grid-ai-data-centers-1235f296
9) San Marcos, Texas reopens debate on a $1.5B data center proposal
These projects don’t just “arrive” — they cycle through revisions, hearings, and infrastructure negotiations that can stretch timelines. For nearby commercial development, the core underwriting question is still: what’s the credible power plan, and who funds upgrades?
Sources:
https://www.mysanantonio.com/business/article/san-marcos-data-center-21270827.php
https://www.kxan.com/news/local/san-marcos/san-marcos-revisits-1-5b-data-center-project/
Bridge Power and “Bring Your Own Megawatts”
10) ProPetro’s PROPWR lands a microgrid deal with Coterra in New Mexico
This is the bridge power theme in plain sight: modular, packaged power sold as a product when utility timelines don’t match project schedules. For industrial owners and large campuses, it validates “schedule insurance” as a real line item.
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11) Ameresco + NANO Nuclear explore microreactors for federal and commercial sites
Still early-stage, but it shows how serious the “firm power” conversation has become as load growth accelerates. For planners and institutional owners, it’s a signal that resilience planning is expanding beyond solar + batteries (with long regulatory timelines).
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Operations and Workforce Constraints
12) Skilled labor is a real electrification constraint (Ford’s technician shortage as a proxy)
Whether it’s vehicle service, charger installation, or controls commissioning, the skilled-trades pipeline affects timelines and uptime. For owners, the practical response is to standardize hardware, simplify service, and contract maintenance like it’s a core building system.
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