long‐term decarbonization scenarioseea.epri.com/pdf/renewable-clean-energy/blanford-epri... ·...
TRANSCRIPT
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© 2016 Electric Power Research Institute, Inc. All rights reserved.
Geoffrey J. Blanford, Ph.D.Technical Executive
Energy & Environmental Analysis, EPRI
EPRI‐IEA Workshop: Clean Energy for Industries November 29, 2016, Washington, DC
Long‐Term DecarbonizationScenarios
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2© 2016 Electric Power Research Institute, Inc. All rights reserved.
Overview
“Paris and Beyond” scenariosGlobal pathway for non‐electric emissions reductionsDetailed look at decarbonization in USRole of electrification
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“Paris and Beyond” scenarios in EPRI’s MERGE analysis
0
20
40
60
80
100
120
140
2000 2020 2040 2060 2080 2100
Billion
tonn
es CO
2eq
uivalent
S1: Baseline
S2: NDC only | Base
S3: NDC + | Base
S4: NDC ++ | Base
S5: NDC ++ | Level 1
S6: NDC ++ | Level 2
S7: NDC ++ | Level 3
S8: 2 deg C post‐2030
0
1
2
3
4
5
6
7
8
9
10
2000 2050 2100 2150 2200
Degree
s Celsius abo
ve pre‐in
dustria
l
a. Global Emissions b. Global Mean Temperature
2100
From “The Paris Agreement and Next Steps in Limiting Global Warming”, Rose et al (2016), Climatic Change, under review
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Global Emissions in Ambitious Post‐Paris Scenario
‐20
‐10
0
10
20
30
40
50
60
2000 2010 2020 2030 2040 2050 2060 2070 2080 2090 2100‐20
‐10
0
10
20
30
40
50
60
2000 2010 2020 2030 2040 2050 2060 2070 2080 2090 2100
No Negative Emissions (dashed lines)
Total Emissions*
Energy CO2
Elec CO2
Non‐Elec CO2
Billion
tonn
esCO
2eq
uivalent
* Excludes LU/LUC/F
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Global Non‐Electric Emissions: 20‐40% below BAU by 2050
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0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
1.8
2
2010 2020 2030 2040 2050 2060 2070 2080 2090 2100
Inde
x Re
lativ
e to 201
0
Baseline
Ambitious Post‐Paris
No Negative Emissions
‐20%
‐40%
Ambitious scenarios have 100%+ reduction in electric sector emissions by 2050 Meanwhile, non‐electric emissions are reduced by 20%, or 40% if negative emissions are not allowed Reductions are achieved through:
– Efficiency improvements (beyond baseline)– Electrification (beyond baseline)– Other low‐ or zero‐carbon end‐use fuel (e.g.
bioenergy, hydrogen)– CCS in some cases
Modeling is challenging due to heterogeneity of applications
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Where’s the carbon in the US economy?
Direct Emiss
ions (M
tCO
2)
[Other]Transportation Buildings Industry
0
400
800
1200
1600
2000
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0
400
800
1200
1600
2000
US Direct CO2 emissions + Fossil Fuel Consumption
Energy Con
sumption (qua
ds)
Direct Emiss
ions (M
tCO
2) Gas
Coal
Petroleum
CO2
Transportation Buildings Industry
0
5
10
15
20
25
[Other]
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8© 2016 Electric Power Research Institute, Inc. All rights reserved.
0
400
800
1200
1600
2000
US Direct CO2 emissions + All Fuel Consumption
Energy Con
sumption (qua
ds)
Direct Emiss
ions (M
tCO
2)
Transportation Buildings Industry
CO2
0
5
10
15
20
25
[Other]
Gas
Coal
Petroleum
ElectricityBioenergy
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Reducing carbon emissions through electrification
In nearly every case, replacing fossil fuels with electricity at the end‐use results in lower overall carbon emissions– Leverage will only increase with tighter constraints on power sector CO2Key questions:– What are the costs?– How much fossil use can be cost‐effectively replaced by electricity even without a carbon price?
– For the remainder, how does carbon pricing change the equation, i.e. how does electrification compare with other mitigation options?
– In either case, how do we think about adoption and diffusion in the context of consumer behavior?
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Light‐Duty Vehicles
Currently EVs and PHEVs have a very small market share but may be on the cusp of much more widespread deployment– Certain consumer groups may find EV/PHEVs more or less attractive based on usage patterns and technology attitudes (from ORNL):Urban / Suburban / Rural Low / Medium / High annual mileage Early Adopter / Early Majority / Late Majority
We model the economic trade‐offs among alternative vehicles in each region / consumer group based on these “behavioral cost” differences and retail fuel prices
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‐$1,500
‐$1,000
‐$500
$0
$500
$1,000
PHEV‐10 PHEV‐20 PHEV‐40 EV‐100 EV‐150 EV‐250
Annu
alize
d Co
st Delta vs ICE
V
Purchase Price Behavioral Maintenance Fuel Carbon Net Delta vs ICEV
Electric Vehicle Cost Delta vs Conventional Vehicle‐ EPRI assumptions about vehicle costs for 2030 (no incentives) ‐ ORNL estimates of behavioral costs ‐ current fuel prices + $100/tCO2
Median consumer type
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Electric vehicles may not work for all consumer types
‐$1,500
‐$500
$500
$1,500
$2,500
$3,500
$4,500
$5,500
PHEV‐10 PHEV‐20 PHEV‐40 EV‐100 EV‐150 EV‐250
Annu
alize
d Co
st Delta vs ICE
V
Purchase Price Behavioral Maintenance Fuel Carbon Net Delta vs ICEV
Rural, high mileage, late majority, high electricity price consumer type
‐ EPRI assumptions about vehicle costs for 2030 (no incentives) ‐ ORNL estimates of behavioral costs ‐ current fuel prices + $100/tCO2
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Electric Heating in Buildings
Currently about 1/4 of residential floorspace in the US has electricity as the main heat source, according to EIA surveys– Concentrated in regions with mild climates / favorable relative fuel prices, e.g. Florida and Pacific NW
– Higher shares in mobile homes and multi‐unit buildings– Lower share in commercial buildingsNew opportunities for air source heat pump (ASHP) technologyWe model the economic trade‐offs for ASHP vs. conventional furnace (+ A/C) in each region / climate zone based on temperature profile and retail fuel prices
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Distribution across US of Electric Heating Cost Premium
‐500
‐400
‐300
‐200
‐100
0
100
200
300
400
500
0 50 100 150 200
Cost Premium fo
r Electric
Heatin
g ($ per yea
r)
Cumulative square footage installing new equipment 2015‐2030 (billions)
Based on today’s fuel prices and new vintage technology
Areas where electric heating has the lowest total costs
Areas where electric heating has a cost
premium relative to gas
FloridaPacific
SE‐CentralMtn‐S
CaliforniaTexas SW‐CentralS‐Atlantic
Mid‐Atlantic
New York
Mtn‐N
NW‐Central
NE‐CentralNew England
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Higher carbon prices more electric heating in the money
‐500
‐400
‐300
‐200
‐100
0
100
200
300
400
500
0 50 100 150 200
Cost Premium fo
r Electric
Heatin
g ($ per yea
r)
Cumulative square footage installing new equipment 2015‐2030 (billions)
$0/tCO2
$100/tCO2
$200/tCO2
$300/tCO2
Based on carbon‐adjusted fuel prices and new vintage technology
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0
0.5
1
1.5
2
2.5
‐20 0 20 40 60 80 100 120
Electric Loa
d (W
per sq
. ft.)
Temperature (deg F)
Hourly Building Heating/Cooling Load with ASHP vs TempFlorida
CoolingHeating“Balance Point”
Electric resistance back‐up on margin
Annual temperature Range (2010)
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Hourly Building Heating/Cooling Load with ASHP vs Temp
0
0.5
1
1.5
2
2.5
‐20 0 20 40 60 80 100 120
Electric Loa
d (W
per sq
. ft.)
Temperature (deg F)
NE‐Central (e.g. Chicago)
Cooling
“Balance Point”
Electric resistance back‐up on margin
Heating
Annual temperature Range (2010)Heating Peak is ~6x
Cooling Peak
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Non‐Electric Energy CO2 Emissions in US
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Fuel TransportDomestic AviationOther Transport
Heavy Trucks
Industry BoilersIndustry Process
Refining
Other Industry
Cars and Light Trucks
Water Heating/cooking
Space Heating
Half of non‐electric emissions are in sectors with clear potential for deep electrification, subject to consumer behavior
Industry and heavy transport: also potential for electrification, but fewer opportunities / more barriers
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Key Takeaways
Energy system decarbonization begins with electric sectorNon‐electric decarbonization rates can depend on negative emissions opportunities in electric sector and elsewhereModeling non‐electric emissions is challenging due to heterogeneity and consumer behavior considerationsPricing carbon emissions can have small effects relative to other economic factorsElectrification is a promising decarbonization option, especially in light‐duty vehicles and buildings – integrated analysis is needed
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20© 2016 Electric Power Research Institute, Inc. All rights reserved.
Together…Shaping the Future of Electricity