e9 insight's presentation on reforming new york's energy vision
TRANSCRIPT
Reforming the Energy Vision in New York
Distributech Mega-Session
E9 Insight
Comprehensive research focused on public utility commissions:
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• Executive summaries and docket briefs
• Customized Research
“Eyes” on commissions with a unique professional network
© E9 Insight
E9 Insight
Monthly “radar screen” of new activity across these topic areas:
1. Resource Planning (including Integrated Resources Plans)
2. Demand Side Management (including energy efficiency and demand response)
3. Distributed Energy Resources (including residential solar, net metering and storage)
4. Smart Grid (including smart meters and home area networks)
5. Distribution Infrastructure (incl. distribution automation & voltage management)
6. Community Energy and Microgrids
7. Rate Structure Reform (including residential dynamic pricing and demand charges)
8. Competitive Market Investigations
9. Electric Vehicles (and Transportation)
© E9 Insight
Private Ownership
Public Ownership
US Electricity Sales:
• $359.0B annual retail sales
• ~$1B per day (0.98)
Investor-owned: (73%)
• 34% integrated
• 25% restructured
• 14% retail
Publicly-owned: (27%)
• 10% municipal
• 11% cooperative
• 5% other public power
= $1B annual revenue
US Electricity Market
Integrated
Municipal
Restructured Retail
Cooperative Other
© Tolerable Planet Enterprises
New York
New York
Private Ownership
Public Ownership
US Electricity Sales:
• $359.0B annual retail sales
• ~$1B per day (0.98)
Investor-owned: (73%)
• 34% integrated
• 25% restructured
• 14% retail
Publicly-owned: (27%)
• 10% municipal
• 11% cooperative
• 5% other public power
= $1B annual revenue
US Electricity Market
Integrated
Municipal
Restructured Retail
Cooperative Other
© Tolerable Planet Enterprises
4. New York
1. California
2. Texas
3. Florida
New York
FL
CA TX TX
FL
CA
States (all sectors)
$0
$5
$10
$15
$20
$25
Texas$30,816 B
California$35.058 B
© Tolerable Planet Enterprises
NEW YORK$21,454 B
Florida$22.983 B
States (all sectors)
$0
$5
$10
$15
$20
$25
Texas$30,816 B
California$35.058 B
© Tolerable Planet Enterprises
NEW YORK$21,454 B
Florida$22.983 B
California 35.058
Texas 30,816
Florida 22,983
NEW YORK 21,454
Pennsylvania 13,930
Ohio 13,440
…
Fl
23 4
5
Ga
12.3 1
5
Tn
8.9 -
4
Al
7.9 1
3
La
5.8 5
5
Ms
4.2 2
3
Nc
11.7 3
7
Va
9.8 2
3
Sc
7.1 3
7
Ky
6.5 4
3
Wv
2.5 3
3
Mo
7 4
5
Ok
4.5 2
3
Ks
3.8 3
3
Ne
2.6 -
5
Ar
3.6 2
3
Mn
6 2
5
Ia
3.5 2
3
Nd
1.2 -
3
Sd
1 -
3
Az
7.4 2
5
Co
5 1
3
Ut
2.3 1
3
Nm
2 2
5
Nv
3.1 2
3
Id
1.6 2
3
Wy
1.2 1
3
Mt
1.1 1
5
Ca
35 3
5
Wa
6.4 3
3
Or
3.8 2
3
Hi
3.3 3
3
Ak
1 -
5
Oh
13.9 6
5
Il
12.1 3
5
Mi
11.5 2
3
In
8.7 5
5
Wi
7.1 5
3
Ny
21.7 6
5
Pa
14.3 6
5
Nj
10.3 3
5
Md
7 4
5
Dc
1.3 1
3
De
1.3 1
5
Tx
31.2 4
3
Ma
7.6 3
3
Ct
4.6 2
3
Nh
1.5 1
3
Me
1.4 1
3
Ri
1 1
3
Vt
.8 1
3
Deep South Upper South Intermountain WestUpper PlainsLower Plains New EnglandPacific Rim Midwest Mid-Atlantic
Texas
Periodic Table of State Policy
© Tolerable Planet Enterprises
Revenue
($B)
Commissioners
Large IOU’s
(>$250m)
Fl
23 4
5
Ga
12.3 1
5
Tn
8.9 -
4
Al
7.9 1
3
La
5.8 5
5
Ms
4.2 2
3
Nc
11.7 3
7
Va
9.8 2
3
Sc
7.1 3
7
Ky
6.5 4
3
Wv
2.5 3
3
Mo
7 4
5
Ok
4.5 2
3
Ks
3.8 3
3
Ne
2.6 -
5
Ar
3.6 2
3
Mn
6 2
5
Ia
3.5 2
3
Nd
1.2 -
3
Sd
1 -
3
Az
7.4 2
5
Co
5 1
3
Ut
2.3 1
3
Nm
2 2
5
Nv
3.1 2
3
Id
1.6 2
3
Wy
1.2 1
3
Mt
1.1 1
5
Ca
35 3
5
Wa
6.4 3
3
Or
3.8 2
3
Hi
3.3 3
3
Ak
1 -
5
Oh
13.9 6
5
Il
12.1 3
5
Mi
11.5 2
3
In
8.7 5
5
Wi
7.1 5
3
Ny
21.7 6
5
Pa
14.3 6
5
Nj
10.3 3
5
Md
7 4
5
Dc
1.3 1
3
De
1.3 1
5
Tx
31.2 4
3
Ma
7.6 3
3
Ct
4.6 2
3
Nh
1.5 1
3
Me
1.4 1
3
Ri
1 1
3
Vt
.8 1
3
New York
© E9 Insight
Investor Owned
Publicly Owned
Total Revenue ($B)
Large Utility Revenue
Governor / Senate / House
Commissioners
Retail
Fl
23.020.9
4
8
0
R: r.r5 g.4
Ga
12.28.8
1
4
0
R: r.r5 e.6
Tn
8.94.3
0
6
0
R: r.r4 o.6
Al
7.95.7
1
2
0
R: r.r3 e.4
La
5.84.8
5
0
0
R: r.r5 e.6
Ms
4.11.8
2
0
0
R: r.r3 e.4
Nc
11.68.1
3
0
0
R: r.r7 g.8
Va
9.88.6
2
2
0
D: r.r3 o.6
Sc
7.15.0
3
1
0
R: r.r7 e.4
Ky
6.44.3
4
2
0
D: r.d3 g.4
Wv
2.52.3
3
0
0
D: d.d3 g.6
Mo
6.94.7
4
0
0
D: r.r5 g.6
Ok
4.42.9
2
0
0
R: r.r3 e.6
Ks
3.72.4
3
0
0
R: r.r3 g.4
Ar
3.51.9
2
0
0
D: r.r3 g.6
Ne
2.51.1
0
2
0
R: r.r5 e.6
Mn
5.93.4
2
0
0
D: d.d5 g.6
Ia
3.42.5
2
0
0
R: d.r3 g.6
Nd
1.10.0
0
0
0
R: r.r3 e.6
Sd
1.00.0
0
0
0
R: r.r3 e.6
Az
7.36.5
2
1
0
R: r.r5 e.4
Co
5.03.0
1
1
0
D: d.d3 g.4
Ut
2.31.9
1
0
0
R: r.r3 g.6
Nm
2.01.2
2
0
0
R: d.d5 e.4
Nv
3.12.8
2
0
0
R: d.d3 g.4
Id
1.61.4
3
0
0
R: r.r3 g.6
Wy
1.20.6
1
0
0
R: r.r3 g.6
Mt
1.10.6
1
0
0
D: r.r5 e.4
Ca
35.132.3
3
7
2
D: d.d5 g.6
Wa
6.44.7
3
4
0
D: d.d3 g.6
Or
3.82.8
1
0
1
D: d.d3 g.4
Hi
3.33.1
3
0
0
D: d.d3 g.6
Ak
1.00.3
0
1
0
R: r.r5 g.6
Oh
13.411.0
6
0
3
R: r.r5 g.5
Il
11.88.9
3
0
3
D: d.d5 g.5
Mi
11.49.4
2
0
1
R: r.r3 g.6
In
8.66.5
4
1
0
R: r.r5 g.4
Wi
7.05.7
5
0
0
R: r.r3 g.6
Ny
21.519.6
6
2
6
D: r.d5 g.6
Pa
13.911.1
6
0
7
R: r.r5 g.5
Nj
10.07.8
3
0
3
R: d.d5 g.6
Md
6.85.4
3
1
3
D: d.d5 o.5
Dc
1.30.9
1
0
1
3 g.4
De
1.20.6
1
0
0
D: d.d5 g.5
Tx
30.824.2
4
4
20
R: r.r3 g.6
Ma
7.55.4
3
0
3
D: d.d3 g.4
Ct
4.43.0
2
0
1
D: d.d3 g.4
Nh
1.50.9
1
0
0
D: r.d3 g.6
Me
1.30.4
1
0
0
R: d.d3 g.6
Ri
1.00.8
1
0
0
D: d.d3 g.6
Vt
0.80.6
2
0
0
D: d.d3 g.6
New York
© Tolerable Planet Enterprises
Fl
23.020.9
4
8
-
R: r:r5 g.4
Ga
12.38.8
1
4
-
R: r:r5 e.6
Tn
8.94.3
-
6
-
R: r:r4 o.6
Al
7.95.7
1
2
-
R: r:r3 e.4
La
5.84.8
5
-
-
R: r:r5 e.6
Ms
4.21.8
2
-
-
R: r:r3 e.4
Nc
11.78.1
3
-
-
R: r:r7 g.8
Va
9.88.6
2
2
-
D: r:r3 o.6
Sc
7.15.0
3
1
-
R: r:r7 e.4
Ky
6.54.3
4
2
-
D: r:d3 g.4
Wv
2.52.3
3
-
-
D: d:d3 g.6
Mo
7.04.7
4
-
-
D: r:r5 g.6
Ok
4.52.9
2
-
-
R: r:r3 e.6
Ks
3.82.4
3
-
-
R: r:r3 g.4
Ne
2.61.1
-
2
-
R: r5 e.6
Ar
3.62.0
2
-
-
D: r:r3 g.6
Mn
6.03.4
2
-
-
D: d:d5 g.6
Ia
3.52.5
2
-
-
R: d:r3 g.6
Nd
1.20
-
-
-
R: r:r3 e.6
Sd
1.00
-
-
-
R: r:r3 e.6
Az
7.46.5
2
1
-
R: r:r5 e.4
Co
5.03.0
1
1
-
D: d:d3 g.4
Ut
2.31.9
1
-
-
R: r:r3 g.6
Nm
2.01.2
2
-
-
R: d:d5 e.4
Nv
3.12.8
2
-
-
R: d:d3 g.4
Id
1.61.4
2
-
-
R: r:r3 g.6
Wy
1.20.6
1
-
-
R: r:r3 g.6
Mt
1.10.6
1
-
-
D: r:r5 e.4
Ca
35.032.1
3
7
2
D: d:d5 g.6
Wa
6.44.7
3
4
-
D: d:d3 g.6
Or
3.82.8
2
-
-
D: d:d3 g.4
Hi
3.33.1
3
-
-
D: d:d3 g.6
Ak
1.00.3
-
-
-
R: r:r5 g.6
Oh
13.910.8
6
-
3
R: r:r5 g.5
Il
12.18.7
3
-
5
D: d:d5 g.5
Mi
11.59.2
2
-
-
R: r:r3 g.6
In
8.76.5
5
-
-
R: r:r5 g.4
Wi
7.15.7
5
-
-
R: r:r3 g.6
Ny
21.718.8
6
2
6
D: d:d5 g.6
Pa
14.310.9
6
-
9
R: r:r5 g.5
Nj
10.37.6
3
-
4
R: d:d5 g.6
Md
7.05.2
4
1
3
D: d:d5 o.5
Dc
1.30.9
1
-
-
D: d3 g.4
De
1.30.5
1
-
-
D: d:d5 g.5
Tx
31.224.2
4
4
20
R: r:r3 g.6
Ma
7.65.3
3
-
3
D: d:d3 g.4
Ct
4.63.0
2
-
1
D: d:d3 g.4
Nh
1.50.8
1
-
-
D: r:d3 g.6
Me
1.40.4
1
-
1
R: d:d3 g.6
Ri
1.00.7
1
-
-
D: d:d3 g.6
Vt
0.80.6
1
-
-
D: d:d3 g.6
Hess Corporation 0.6
Constellation NewEnergy 0.4
Direct Energy 0.4
Consolidated Edison Solutions 0.3
Suez Energy 0.3
Hudson Energy Services 0.3
Consolidated Edison 8.1
Niagara Mohawk Power 2.4
NYSEG 1.0
Rochester Gas & Electric 0.6
Central Hudson 0.5
Orange & Rockland 0.4
Long Island Power Authority 3.5
New York Power Authority 1.1
State Regulatory Structures
1. PG&E
4. LADWP
3. SDG&E
4. SCE
12
5
10.
9
8. SMUD
76
11
1. PSCo
2
3. Entergy
4. SWP
9. TXU
1
2
5 6
7. CPS
8. Austin
10. Reliant
11. Strategic
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
1. FPL
7
2. Progress
3. Tampa
4. JEA
5. Gulf
6. Orlando
8
9
10
11
12
1. ConEd
3. Niagara Mohawk
5. NYSEG
6
4. NYPA
2. LIPA
8
7
9
10
11
12
13
14
1. PECO
2. PPL
3. West Penn
8
5. PenElec
4. MetEd
6
9
10
11
12
7
1. Columbus
4. Duke
2. Ohio Power
3. First Energy
5. Cleveland6. Dayton
7. Ohio Edison
8. Duke
9
10
11
1. ComEd
2. Ameren
3. MidA.
45
6
1. Georgia Power
2
3
4
5
!, Duke NC
2. Progress
3
1. PSEG
2. Jersey Central
3. Atlantic
45
6
1. Virginia Electric
2. Appalachian
3
4
TVA
1
2
3
4
5
1. BGE
9
2. Pepco
3. Potomac
Ed
4
6
5
7
8
1. NStar
2. Mass Elec
3
4
5
6
7
1. Duke
2. NIPSCo
3
4
5
1. Alabama Power
3. TVA
2
1. APS
2. Salt River
3. TEP
!, SCANA
2. Duke
4
3. SC PSA
1
2
4
3
1
2
4
3
5
1. KU2. LGE
4
3. TVA
5
6
1. PSE
2
4
3
5
67
1. Northern
2
1. CLP
2. UI
3
1. OGE
2. PSCo
1. Entergy
2
1. Entergy
2
1
2
1. PGE
2. Pacificorp
1
2
3
1. Nevada Power
2. Sierra
1. Hawaiian
2. HECO
3.MECO
1. Appalachian
2.
3
1. OPPD
1. Pacificorp
1
2
1
1. Pepco
1. IPC
1
2
1
1
MidAmerican
1CVPS
!, Wisconsin Electric 2
3
4
5
1. DTE
2. Consumers
NY
PA
NJ
MD
DC
DE
VT
MA
CT
RI
NH
ME
Key Issues
The issues receiving the most discussion include:
• Distribution System Platform Provider (DSP)
• DER Ownership
• Advanced Metering
• System Information
• Customer Data
• Track II: Performance-Based Metrics & Ratemaking
There is a healthy spectrum of views in each topic area.
© E9 Insight
Core Assumptions
© E9 Insight
“Addressing these challenges and opportunities involves
questioning two assumptions of the traditional paradigm:
(1) that there is little or no role for customers to play in
addressing system needs, except in times of emergency; and
(2) that the centralized generation and bulk transmission model
is invariably cost effective, due to economies of scale.”
Staff Report (April 2014)
Implications of REV?
Components of REV will migrate to or accelerate in other states:
• Distribution-level planning
• Localized value
• Customer data
• Market access for consumer technology
Is REV unique? Macro trends will continue to advance consumer
technology choices…
© E9 Insight
