Simon Mahan Profile picture
Dec 1 19 tweets 4 min read
Here at @infocast_events #sere22 in Charlotte with regulators from AR, GA, MS, NC incl. @MPSCBrentBailey
@timechols (plz excuse my abbreviated summaries of their comments, these aren't verbatim) thread...
#energytwitter
NC: HB 951 70% carbon neutrality by 2030, neutrality by 2050 is driving force. Duke will own 55% of resources. Significant public process, hearings, data over the past year. Duke will procure 1200 MW of solar next year.
AR: AR Renewable Development Act encourages up to 20MW of development. Clean Energy Act encourages renewable development.
MS: 3% is renewable. Much is biomass. We've approved a wind farm. No hydro resources. We've approved gigawatts of solar to come online soon. It's all growing organically without mandates.
GA: Solar began with Commissioner McDonald in 2013. We've been behind California. By 2029 we'll have 7900 MW of solar and invest $12 billion. Ratepayers win because costs are below avoided costs. Solar has been a positive technology in Georgia.
GA: We're seeing battery factories being added in the state. With more batteries, what happens with net metering? The IRA will allow more nonprofits like churches to participate.
NC: Multiple versions of carbon plans show solar, hybrid, battery, onshore/offshore wind, SMR's and hydrogen.
MS: We're in our first IRP cycle and it's a learning experience. Our second round will be better. If renewables are cheaper they'll win out. Need to diversify is important for ratepayers.
AR: We don't have an RPS, but our utilities are naturally moving towards renewables as industrial customers are asking for more.
MS: Our commercial and industrial sector carries important weight. They're searching for the lowest costs but they want renewable energy.
GA: Wal-Mart is in our rate case and Fortune 500 companies have a role to play to move forward good policy.
MS: IRA will have an effect and is being factored into business cases. We're all still unpacking the incentives and watching that space.
GA: We're about to launch an H2 brain trust. I think hydrogen will have substantial impact in the future.
NC: Land use and permitting

Folks need to watch HB206 in Virginia. Virginia is experiencing "solar fatigue". The concern is HB206 may act as a moratorium.
AR: Land use has not been a significant concern at this time. Optimistic technology could help resolve some of the concerns.
MS: We need to take common sense approaches. NC has done studies in the past showing ag and solar can work. Poultry and pine trees is what we do. We have to balance the economic opportunities.
GA: We have 38 million acres of farmland. 46,000 acres is solar. Many of the counties with solar are low income. Some counties get HALF of their taxes from solar. Who am I to tell a farmer what he can't do with his farm? It's his land! My blood pressure's going up!
Moderator: Georgia Power IRP had 38 intervenors. NC Carbon Plan had 40 intervenors. How do you engage stakeholders?
NC: We had 6 hearings. We encouraged utilities and interested parties to meet before the hearings. Summary doc was 31 pages.

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More from @SimonMahan

Dec 1
Next up at @infocast_events #sere22 Utilities' Carbon-Free Goals and Their Plans for Renewable Procurement feat. Georgia Power Company, Entergy, TVA, Green Power EMC #energytwitter ImageImage
GPC: Our IRP is every three years with lots of intervenors. We have a lot of load growth. Scenario planning is at the heart of the IRP. We take into a range of carbon costs. We're closing coal by '35. Adding 3GW of renewables and batteries.
Entergy: Our IRP is 4yrs. Commission doesn't approve the plan. Modeled 3 scenarios. Ref. Plan incl. 2.6 GW to be added by '25. 11 GW by 2042. Fuel cost savings across all three scenarios. Industrial customers want to reduce their CO2 emissions.
Read 9 tweets
Aug 31
"Simon, what's this all about alcohol, milk and electric transmission?" Sit back, I have a story to tell. And it's a doozie. #energytwitter
As you may or may not know, electric utilities build large scale power lines called transmission lines. These aren't the lines you see in your neighborhood; they're big lines to carry big power over long distances. But...
Some of those lines are so big, that in some regions of the US, planning for those transmission lines begins at the grid operator regional or interregional level, not the utility-level.
Read 17 tweets
Apr 30
Dispare and hopeless exist when folks aren't empowered. The constant singular focus on federal issues in the news cycle make "change" seem remote, unreachable. Folks, I have a great story to share. Five years ago, I helped save my city $120m. And like, 50 ppl know.

Thread...
I'm a Leslie Knope nerd. I read long and complicated documents and can sift through the BS to figure out what's "really" going on. Well, my local electric company was conducting studies on what sort of new power plant they'd like to build.
Thing of it, they're regulated by the city council, and the utility hadn't bothered to tell them they wanted to build a power plant. But I had the studies. First, they went to the city council and asked for a rate increase. They hadn't had one in a while, so the council approved.
Read 21 tweets
Mar 2
Tom Fanning, CEO from Southern Company ($SO), is taking a victory lap in this morning's WSJ Opinion Section: "states that have suffered the most" are in RTO's like @MISO_energy and @SPPorg. Why this letter? Why now? A thread 1/14

wsj.com/articles/elect…
A few years ago, $SO sold off Gulf Power to NextEra. $SO said it was for "strengthening our financial position", and now they're fighting RTO's? What's going on? 2/14
$SO appears to be struggling. Between the $30b Vogtle (GA) nuclear reactor and the failed Kemper "clean coal" plant (MS), that the DOJ is investigating for $300m in misspent federal funds, things don't seem all that peachy. 3/14
Read 15 tweets
Oct 22, 2021
How do utilities plan for more renewables? Glad you asked. It's called an integrated resource plan, or IRP. IRP's are essentially complicated math problems, forecasting into the future, sometimes up to 20 years. I'll use Entergy Arkansas' latest IRP as an example. 1/ Image
First, utilities will forecast the power needs for their territory (load forecast), and often will include some narrative "scenarios" - what if power needs are lower than expected (because of energy efficiency, perhaps)? 2/ Image
What if power needs are higher than expected (maybe because of electric vehicle growth)? They'll set a reference case and several high/low scenarios to catch a range. 3/ Image
Read 16 tweets
Jul 12, 2021
Happy #ATBDay to all you #energytwitter nerds out there. Let's do a thread on how important the ATB and @NREL are. 1/16
The NREL Annual Technology Baseline, or ATB as the cool kids call it, is the only PUBLICLY accessible set of multiple generation tech FORECASTS for both PERFORMANCE and PRICING for GEOGRAPHICALLY SPECIFIC resources. It's also EDITABLE and TRANSPARENT. 2/16
PUBLIC DATA MATTERS - A lot of utilities use in-house or purchased generation tech data that are opaque and don't include all the financial assumptions ATB does. Here's onshore wind's assumptions. 3/16
Read 17 tweets

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