PG&E s Energy Landscape Gregg Lemler, vice president, electric transmission i-pcgrid Workshop March 28 30, 2018
Implications Drivers The energy landscape is changing Policy Changes Market Trends Business Continuity Challenges RPS: 55% renewables by 2030 Storage: 1 GW by 2030 340K rooftop PV customers growing to ~800K by 2020 in PG&E service area Cybersecurity threats Natural disaster resiliency CA 2050 GHG reduction goal 98K EVs growing to ~226K by 2020 in PG&E service area Increasing smart device and energy service providers Climate change Workforce demographics Safety excellence Supply intermittency Changing demand for traditional generation Increased grid operational complexity (e.g. two way power flows) Increased data Threats to reliability Potential for declining load New Markets 4
An energy company driven by California policy Nearly 80 percent of PG&E s total electric power mix is from GHG-free sources Shaping a California model for energy efficiency ~ 80%* 26%** PG&E U.S. Avg RPS GHG Free * Taken from PG&E 2017 RPS and GHG-free percentage update **Source: US Energy Information Administration, U.S.average data currently available for 2016 PG&E customers lead the nation in clean technology adoption More than 340,000 solar customers Ranked #1 with ~25% of all U.S. rooftop solar More than 1,500,000 electric vehicles by 2025 About 800 GWh per year of efficiency savings Ranked #2 among U.S. utilities
Million metric tons CO 2 e 600 500 PG&E is aligned with California s climate goals California greenhouse gas reduction goals and historical emissions* Historic Emissions AB 32 requires California to return to 1990 levels by 2020 California is targeting: 55% renewables by 2030 400 300 200 100 Industrial Electricity Generation Transportation Res. & Comm. Ag. & Forestry 0 2000 2005 2010 2015 2020 2025 2030 SB 32 requires at least 40% below 1990 levels by 2030 2X energy efficiency in existing buildings by 2030 1.5M electric vehicles by 2025 PG&E is a critical partner in achieving California s clean energy goals *Source: California Air Resources Board
Customer choice and its consequences In California, community choice aggregation activity is expanding % Load Served by CCAs in 2030 18% 35% 2015 Analysis 2017 Analysis 25% 75% and could serve up to 75% of load by 2030
Well-positioned for industry changes Industry Changes Decarbonized Economy PG&E Strategies Integrate renewables and distributed energy resources Enable electric vehicle adoption Expand energy storage options Enhance energy efficiency programs Customer Choice Flexible procurement portfolio Constructive regulatory mechanisms Modernize rate structures Sustainable efficiencies
Grid integration and modernization Grid Control and Monitoring Increased remote control and sensor technology reduce outages and enable self-healing grid Distributed Energy Resources Bi-directional energy flows and voltage fluctuations require integration investments Grid Data Analytics Advanced analytics enhance decision making, improve operations and reduce cost Grid Storage Enables renewable integration Electric Vehicles Requires expanded infrastructure Increased Renewables Requires transmission integration Energy Efficiency and Demand Response Help manage customer costs About $1B in planned grid modernization investments through 2020
MW Goal: 1 gigawatt of PG&E owned storage by 2030 Project Moss Landing 200 MW Oakland 10-20 Dinuba 7 Morgan Hill 20 Contra Costa 100 Total 337-347 Updated 3/21/2018
Electric vehicles present growth Projected EV Landscape 600K EVs on PG&E s grid in 2025 if California meets zero-emission vehicles goal 4:1 Ideal ratio of EVs to public and workplace chargers to enable access 50% The average EV consumes about half the electricity of a typical home each year EV Options Continue to Grow Number of Electric Vehicle Models 5 16 33 2011 2013 2016 EV Infrastructure Investments $109M in spend over 3 years Largest utility deployment in US supporting light-duty vehicles Up to $211M over 5 years Pending request to support medium and heavy-duty electrification and public charging Continued EV adoption creates sustainable growth opportunities
Integrated grid platform An integrated grid platform will allow PG&E to: Develop the visibility, forecasting, automation and control capabilities that we need to plan and operate a 21 st century grid Improve the grid for conditions we see today while laying the foundation for tomorrow Support our customer and PUC initiatives that are driving to a sustainable future
For additional information: Gregg Lemler vice president, electric transmission gregg.lemler@pge.com