National Solar Overview

Transcription

1 National Solar Overview Washington Solar Summit Kendra Hubbard October 19 th, 2018

2 Big P, little e, Big E, little l, little l

3 Big P, little e, Big E, little l, little l

4 Kendra in a

5 Our Mission At certain times, I think, you need to stand on the railroad tracks and scream at the train to stop. You re a player in this game, and there s a responsibility, when you re a citizen, to the sanctity and the ethics of our system. CONFIDENCE & ACTION

6 Agenda IPCC Report US Market Overview Historical Growth Looking Forward Interesting Markets and Trends SEIA Ethics and Code of Conduct How to Engage with SEIA #TaketheSeat

7 Climate Change and IPCC

8 Limiting Warming to 1.5 C

9 Market Overview

10 Solar by the Numbers

11 Growth in Solar led by Falling Prices Source: SEIA/Wood Mackenzie Power & Renewables U.S. Solar Market Insight Lawrence Berkeley National Laboratory, Tracking the Sun

12 Solar PV Growth Forecast Source: SEIA/Wood Mackenzie Power & Renewables U.S. Solar Market Insight

13 International Trade

14 Section 201 Tariff 30 percent tariff applied to PV cell and module imports from most countries 11% reduction to US solar demand predicted between 2018 and gigawatts worth Government to issue mid-term report in 2020 assessing impact Source: Greentech Media

15 Section 301 Tariffs U.S. Government has imposed three sets of special tariffs on more than $260 billion in imports into the United States from China. Only products originating in China are covered by the duties. Solar-related products include PV cells and modules, inverters, transformers, and most other balance of system components. Tariffs range from 10-25%, with all tariffs rising to 25% in Jan Most Chinese suppliers are shifting production to other countries to avoid the tariffs.

16 PV Recycling (50 billion plastic water bottles were used in 2017 only 23% were recycled)

17 SEIA s PV Recycling Initiative SEIA Members and industry work proactively to develop end-of-life solutions End-of-life management provides business opportunities Early collaboration with stakeholders creates reasonable policy and programs Opportunity to build recycling activities and resources transitionally as solar adoption grows

18 Interesting Markets & Trends

19 California s Historic Title 24 Mandate On May 9, 2018, the California Energy Commission approved a mandate that all new low rise residential buildings be constructed with a PV system, beginning in 2020 the first such statewide mandate in the U.S.

20 What it Means for CA s Solar Industry Source: SEIA/GTM Research U.S. Solar Market Insight In 2017, only 3% of all residential capacity in California was installed on new construction. The mandate will create significant upside to long-term forecasts GTM forecasts that this rule could add 800 MW in additional demand for rooftop solar from alone

21 Mainstreaming Energy Storage SB700 (Self Generation Incentive Program) provides behind the meter energy storage funding of $830 million through 2025 in CA From 176MW to 3,000MW by 2026 in storage Incentivizes peak load reduction Lottery system weighted towards grid-balancing benefits Reduced payouts over life of program Does your company offer battery storage?

22 Workforce Diversity National Census & Survey National Solar Jobs Census Ensure that policymakers have complete and accurate data when making decisions related to the industry Makes clear trends and impacts to the industry Oregon and Washington Workforce Survey Commissioned by Energy Trust of Oregon and NW Energy Coalition Diversity = higher profits, more market share, employee well-being Over 250,000+ solar industry workers nationwide and growing!

23 Consumer Protection & Ethics Sponsored by?

24 Why Industry Action on Consumer Protection Consumer protection (CP) is a top priority to SEIA and the solar industry Reached 1 million residential installations in 2016 after 40+ years, and expected to reach 2 million by end of 2018 and 4 million by 2023 Industry success depends on consumers having great experiences Increasing interest from states Need for more specific tools & resources for consumers and companies Need for leadership in CP as industry grows Increase consumers and business understanding of solar transactions

25 SEIA Solar Business Code Guiding Principles Unfair, Deceptive, or Abusive Acts or Practices Advertising Sales and Marketing Interactions Contracts

26 How to Engage with SEIA

27 Working with Solar s National Trade Assoc. SEIA aims to unite the solar voice nationally, representing the residential, commercial, and utility-scale markets Send an opinion piece to your local paper Attend a lobby day Participate with SIW and Solar Washington Bipartisan, policy, and legislative efforts to move us forward More voices = better representation! VOTE

28 #TaketheSeat

29 Be the Change You Want to See #TaketheSeat You are ready, you are competent, you are needed! Diversity is crucial and planful OSEIA Board of Directors 41% female SEIA Board of Directors 12% female Companies in the top quartiles for racial and ethnic diversity and for gender diversity are 35% and 15% more likely to have financial returns above their respective national industry medians

30 Closing Confidence & Action You are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement. You are here to enrich the world, and you impoverish yourself if you forget the errand. Woodrow Wilson

31 Thank You Questions? Contact us with any questions or All SEIA materials available at /consumers Feel free to use them in your business Consider linking to SEIA s website or posting the materials on your websites