Electric Utility Crossroads Includes Renewables and Storage



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Electric Utility Crossroads Includes Renewables and Storage Wanda Reder Chief Strategy Officer, S&C Electric Company São Paulo Brazil Leadership Conference for Women in Energy Sheraton Indianapolis City Centre Hotel Indianapolis, IN June 2-3, 2015

S&C Delivers Smart Grid Reality Solar Integration Dynamic VARs Substation Batteries 10 s of MW Distributed Intelligence and Control Single Phase Cutout Mounted Recloser Grid Edge Storage 10 s of kw Micro-grids Source: Graphics adapted from an EPRI Presentation

Overview Market forces and trends Renewable outlook Using storage to manage chaos Modernizing the grid Crossroads includes renewables and storage

Flexibility for Energy Changing Mix Energy mix: 2011-2035 Natural gas: 21% to 40% Coal: 49% to 25% Renewables: 4% to 11% Infrastructure implications: Changes how we make, move, and use power Must accommodate renewables, build in flexibility Source: Black & Veatch Analysis - Energy Market Perspective

US Renewable Generation: 2013 2014 Billions of Kilowatt-hours Source: Annual Energy Outlook 2015, US Energy Information Administration

Technology Changes Things! Source: Utility Marketplace with a Texas Twist Tim Hein, Oncor, April 2015

PV Costs Trends and Market Growth Solar PV and Diesel Technology Power Cost Trends: 2001-2013 Global Solar Market in excess of $100 Billion (Source: HOMER Energy ) Source: Advanced Microgrids: Building the Business Case, Navigant, Feb 2015

Wal-Mart Last year, Wal-Mart announced a partnership with SolarCity to equip California stores with solar panels and has long said it wants to power its stores using 100% renewable energy technologies. Source: Utility Marketplace with a Texas Twist Tim Hein, Oncor, April 2015 8

Google Map Snapshot of Ikea in Frisco, Texas Source: Utility Marketplace with a Texas Twist Tim Hein, Oncor, April 2015 9

10 Renewable Generation Often inverter based having harmonic contribution Intermittent and uncertain generation output Interconnection with utility requires power export considerations Requires negative load modeling approach

Grid Connected Energy Storage 11 Renewable smoothing Peak shaving Scheduled power output Commanded power output Power factor regulation Commanded VARs 2015 S&C Electric Company, Inc. All rights reserved.

Islanding Ren Integration MicroGrid T&D Deferral S&C Electric Energy Storage Use Cases 1-MW System Minnesota 1-MW System Canada 1-MW System Canada 4-MW System California 2-MW System Alameda 2-MW System Indiana 1-MW System Missouri 2-MW System California 1-MW System Australia 4-MW System Texas 1-MW System New Mexico 2-MW System Ohio 1-MW System West Virginia 2-MW System West Virginia 1-MW System Scotland 6-MW System England 1-MW System Catalina 2 x 1-MW System North Carolina 1-MW System New Mexico 2015 S&C Electric Company, Inc. All rights reserved.

Using Storage to Manage Chaos Smooth intermittency Minimize reverse power flow, keeps voltage in limits Store output and release coincidental with local load Control ramp rate Primary frequency response, load following Power(kW) Batteries smoothing intermittent solar generation Source: SDG&E, June 2014 - Thomas Bialek 0.5 0 PV Smoothed by Storage -0.5-1 -1.5-2 -2.5-3 PV -3.5 Output -4 1:55 PM 2:24 PM 2:52 PM 3:21 PM

Old Grid Modern Grid 2015 S&C Electric Company, Inc. All rights reserved.

Modern Grid Uses Energy Storage Storage offers great potential Technology is changing! Lithium Ion making great strides. Brattle report Published Nov. 2014. 3,000-5,000 MW of distributed electricity storage is most cost-effective across ERCOT at $350/kWh storage cost. Payback dependent on both regulated investment deferral and merchant/market value of the energy Proposes that T&D companies can deploy storage on the distribution system and "auction off" rights to third parties to participate in the wholesale market

Crossroads Includes Renewables, Storage Recognize market forces. Industry at crossroads. Energy mix is changing! Regulatory shifts are certain Technology advancement is accelerating storage and renewables Represents an opportunity to remain competitive and manage uncertainty Wanda Reder Chief Strategy Officer S&C Electric Company Wanda.reder@sandc.com (773) 381-2318