American Wind Energy Association U.S. Wind Industry Fourth Quarter 2014 Market Report American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report A product of AWEA Data Services Released April 27, 2017 A product of AWEA Data Services Released January 28, 2015 The U.S. wind industry installed 2,000 megawatts (MW) during the first quarter of 2017, a 385% increase from the first quarter of 2016 and the second strongest first quarter on record. The addition of North Carolina s first utility-scale wind project brings U.S. installed wind power capacity to 84,143 MW across 41 states. Project developers reported a combined 20,977 MW of wind capacity under construction or in advanced development, with 4,466 MW in combined new announcements. There are now 9,025 MW under construction and 11,952 MW in advanced development. In the fourth quarter of 2014, the American wind energy industry installed 3,600 megawatts (MW). In total during 2014, 4,854 megawatts (MW) 1,781 were MW installed, of power purchase agreements (PPA) were signed during the first quarter, the strongest U.S. first now quarter has an for PPA announcements since the beginning of 2013. Utilities also announced nearly five times more than the industry installed in 2013. The installed wind capacity of 65,879 MW. 1,150 MW of planned wind capacity additions under direct ownership. There are over 12,700 MW of wind currently under construction, with more than 3,300 MW of power purchase agreements signed in 2014.
Table of Contents Key Takeaways 3 U.S. Wind Power Capacity Growth U.S. Annual and Cumulative Wind Power Capacity Growth 4 U.S. Wind Power Capacity Installations, by Quarter 5 U.S. Installed Wind Power Capacity, by State 6 U.S. Installed Wind Power Capacity during First Quarter 2017, by State 7 U.S. Installed Wind Power Capacity, Top States 8 Wind Power Capacity Under Construction or in Advanced Development 9 Wind Power Capacity Under Construction 10 Map of Wind Power Capacity Under Construction 11 Map of Wind Power Capacity in Advanced Development Wind Power Capacity in Advanced Development Wind Power Procurement Activity Wind Power Capacity Offtake Status Utility Wind Power Capacity Procurement Trends Power Purchase Agreements Signed during 2017 Project Acquisition Activity Turbine Manufacturer Trends Market Share for Turbine Manufacturers Appendices Map of Projects Online during 2017, Under Construction, or in Advanced Development 12 Utility-Scale Wind Projects Completed during 2017 13 Utility-Scale Wind Projects Under Construction Utility-Scale Wind Projects in Advanced Development New Power Purchase Agreements Electric Utility Requests for Proposals (RFPs) American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 2
Key Takeaways 2017 Wind Project Installations The U.S. wind industry installed 2,000 MW of wind capacity during the first quarter, the strongest first quarter for installations since 2009 and the second strongest first quarter ever. Installation activity was stronger than the first three of quarters of 2016 combined. There are now 41 states with utility-scale wind projects. North Carolina commissioned the 208 MW Amazon Wind Farm US East, with all wind output contracted to Amazon Web Services. This is only the second wind project to be built in the Southeast and the first to be built in 12 years. 12 states commissioned a total of 25 projects during the first quarter. Texas led with 724 MW, followed by Kansas (481 MW), New Mexico (242 MW), North Carolina (208 MW), and Michigan (149 MW). There are now 84,143 MW of installed wind capacity in the United States, with more than 53,000 wind turbines operating in 41 states plus Guam and Puerto Rico. GE Renewable Energy, Siemens, and Vestas captured a combined 88% of the U.S. wind turbine market during the first quarter. Wind Capacity Under Construction or in Advanced Development There are now 9,025 MW under construction and 11,952 MW in advanced development, a combined 20,977 MW of wind capacity, the highest level since AWEA began tracking both categories at the beginning of 2016. Project developers announced 4,466 MW in combined new activity during the first quarter, including 668 MW in new construction announcements and 3,798 MW in new advanced development announcements. 42% of combined activity is located in Texas and the Plains states, with an additional 37% located in the Midwest. Wind Power Procurement Activity Project developers signed 1,781 MW of PPAs during the first quarter, the strongest first quarter for PPA announcements since the beginning of 2013. Utilities and rural electric cooperatives represent 95% of total project capacity contracted (1,693 MW). Home Depot and Intuit also signed wind PPAs for the first time. 24% of the 2,000 MW installed in the first quarter are contracted to non-utility purchasers including the U.S. Army and Google Energy. Utilities announced 1,150 MW of planned wind capacity additions under direct ownership during the first quarter, concentrated among Xcel Energy (922 MW), DTE Energy (161 MW), and Madison Gas and Electric (66 MW). This activity contributes to a total of 5,801 MW in total announcements made since the beginning of 2016. American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 3
U.S. Annual and Cumulative Wind Power Capacity Growth 90,000 80,000 Cumulative Capacity Annual Capacity Installations 82,143 84,143 70,000 1Q Capacity Installations 2Q Capacity Installations 65,877 73,989 60,000 3Q Capacity Installations 60,012 61,110 Wind Power Capacity (MW) 50,000 40,000 4Q Capacity Installations 35,068 40,283 46,930 30,000 25,065 20,000 16,702 10,000 4,147 4,557 6,222 6,619 8,993 11,450 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Note: Utility-scale wind capacity includes installations of wind turbines larger than 100-kW for the purpose of the AWEA U.S. Wind Industry Quarterly Market Reports. Annual capacity additions and cumulative capacity may not always add up due to decommissioned and repowered wind capacity. Wind capacity data for each year is continuously updated as information changes. American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 4
U.S. Wind Power Capacity Installations, by Quarter 9,000 1Q 8,385 4Q 8,000 7,000 2Q 3Q 4Q 3Q Wind Power Capacity (MW) 6,000 5,000 4,000 3,000 3,080 4,114 3,298 3,446 3,600 2Q 5,001 6,478 2,000 1,589 1,695 1,837 1,661 1,603 2,000 1,000 0 1,221 2009 541 704 673 2010 1,118 1,050 1,205 2011 1,211 2012 1,016 70 2 0 2013 217 619 419 2014 333 2015 520 310 895 2016 2017 American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 5
U.S. Installed Wind Power Capacity, by State AK 62 GU <1 CA 5,656 OR 3,213 WA 3,075 HI 206 NV 152 ID 973 AZ 268 UT 391 MT 695 WY 1,489 CO 3,026 NM 1,353 ND 2,846 SD 977 NE 1,328 KS 4,931 TX 21,044 OK 6,645 MN 3,499 IA 6,952 MO 659 AR LA WI 648 MI 1,760 IL 4,026 MS IN 1,897 TN 29 AL KY OH 545 GA WV 686 SC FL PA 1,369 VA NY 1,829 NC 208 VT 119 ME 901 NH 185 MA 115 RI 54 CT 5 NJ 9 DE 2 MD 191 PR 125 0 to 100 MW >100 MW to 1,000 MW >1,000 MW to 5,000 MW >5,000 MW to 10,000 MW >10,000 MW American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 6
U.S. Installed Wind Power Capacity during First Quarter 2017, by State AK WA GU CA OR 50 HI 3 NV ID AZ UT MT WY NM 242 CO ND 99 SD NE TX 724 KS 481 OK MN IA 41 MO AR LA WI IL MS IN MI 149 TN AL KY OH GA WV SC FL PA VA NC 208 NY 2 VT ME NH MA RI 2 CT NJ DE MD 1 0 to 100 MW >100 MW to 250 MW >250 MW to 500 MW >500 MW to 1,000 MW >1,000 MW American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 7
U.S. Installed Wind Power Capacity, Top States Texas 1 Iowa 2 Oklahoma 3 California 4 Kansas 5 Illinois 6 Minnesota 7 Oregon 8 Washington 9 Colorado 10 North Dakota 11 Indiana 12 New York 13 Michigan 14 Wyoming 15 Pennsylvania 16 New Mexico 17 Nebraska 18 Through 2016 1Q 2017 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000 11,000 12,000 13,000 14,000 15,000 16,000 17,000 18,000 19,000 20,000 21,000 22,000 Top Five States with Wind Power Capacity Additions (MW) State 1Q Texas 724 Kansas 481 New Mexico 242 North Carolina 208 Michigan 149 12 states commissioned a total of 25 project phases during the first quarter. North Carolina brought online its first utility-scale wind project, the 208 MW Amazon Wind Farm US East Texas (724 MW) and Kansas (481 MW) led the nation in first quarter installations, followed by New Mexico (242 MW), North Carolina (208 MW), and Michigan (149 MW). Texas continues to lead the nation with 21,044 MW of installed capacity, more than triple the installed capacity of any other state. New Mexico surpassed Nebraska during the first quarter to regain 17th place in the state rankings. American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 8
Wind Power Capacity Under Construction or in Advanced Development There are now 20,977 MW of wind power capacity under construction (9,025 MW) or in advanced development (11,952 MW), the highest level since AWEA began tracking both categories at the beginning of 2016. Project developers announced 4,466 MW in combined new activity during the first quarter, including 668 MW in new construction announcements and 3,798 MW in new advanced development announcements. The 20,977 MW is spread across 133 project phases in 26 states. 42% of combined activity is located in Texas and the Plains states, with an additional 37% located in the Midwest, and 12% located in the Mountain West states of Colorado and New Mexico. 22,000 20,000 18,000 18,279 20,280 18,344 20,977 Wind Power Capacity (MW) 16,000 14,000 12,000 10,000 8,000 6,000 15,231 4,466 MW in new announcements 4,000 2,000 0 1Q16 2Q16 3Q16 4Q16 1Q17 Under Construction End of Quarter Advanced Development End of Quarter Combined Total American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 9
Wind Power Capacity Under Construction 15,000 14,000 13,000 The first quarter saw 668 MW in new construction announcements, with 9,025 MW of total construction activity. 12,000 11,000 10,000 Wind Power Capacity (MW) 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 New Under Construction in Quarter All Under Construction in Quarter Completed Capacity in Quarter Note: Projects reported as under construction are presumed to have taken steps to qualify for the PTC through safe harbor or physical construction. American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 10
Map of Wind Power Capacity Under Construction AK GU CA 131 OR WA HI NV ID AZ UT MT 345 WY CO 76 NM 1,058 ND 150 SD 90 NE 7 KS 178 TX 4,873 OK 913 MN 201 IA 22 MO 300 AR WI IL 278 MS MI 144 IN 100 TN AL KY OH 106 WV FL PA VA NC NY VT 30 ME 23 CT NJ DE MD NH Total construction activity spans 61 project phases in 19 states. Four project phases totaling 668 SCMW started construction during the first quarter across Oklahoma (361 MW), Texas (300 MW), and Nebraska (7 MW). GA Texas continues to lead with a 54% share of total construction LAactivity. An additional 14% is located in the Midwest, with 13% located in the Mountain states of Colorado and New Mexico. Given current construction activity, Kansas is expected to surpass 5,000 MW installed capacity by the end of the year, making it only PR the fifth state to do so. RI New Mexico is also expected to more than double in installed capacity in the near term. 0 to 250 MW >250 MW to 500 MW >500 MW to 1,000 MW >1,000 MW to 2,000 MW >2,000 MW American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 11
(! Map of Projects Online during 2017, Under Construction, or in Advanced Development Projects Online 2017 Projects Under Construction Projects in Advanced Development GU WA OR NV CA AK ID UT AZ HI MT ND MN SD WI WY NE IA IL CO KS MO OK AR NM MS LA TX ME VT NH MI NY MA RI CT PA NJ OH DE IN WV MD VA KY NC TN SC AL GA FL American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 12
Utility-Scale Wind Projects Completed during 2017 State Project Phase Name First Quarter 2017 Project Capacity (MW) Turbine OEM Turbine Model Project Developer Project Owner Power Purchaser HI Lalamilo Wells Repowering 3.30 Vestas V47 Lalamilo Wind Company LLC Lalamilo Wind Company LLC Hawaii County Department of Water Supply IA 30 MW Iowa DG Portfolio 30.00 Nordex USA AW125/3000 Optimum Renewables Building Energy Wind Iowa Interstate Power & Light IA August Wind Energy LLC 1.79 GE Renewable Energy 1.7-100 Greenfield Power August Wind Energy LLC Central Iowa Power Cooperative IA Birch Power LLC 1.79 GE Renewable Energy 1.7-100 Greenfield Power Birch Power LLC Central Iowa Power Cooperative IA Mason Wind LLC Perry 6.00 HZ Windpower H111-2000 Mason Wind LLC Mason Wind LLC Interstate Power & Light IA Roseman Energy LLC 1.79 GE Renewable Energy 1.7-100 Greenfield Power Roseman Energy LLC Central Iowa Power Cooperative KS Cimarron Bend II 200.00 Vestas V110-2.0 Enel Green Power North America; Tradewind Energy Enel Green Power North America; GE Energy Financial Services Kansas City Board of Public Utilities KS Western Plains 280.60 Siemens SWT-2.3-108 Infinity Wind Power Westar Energy Westar Energy MD Crisfield Waste Water Treatment Plant 0.75 Aeronautica 54-750 Crisfield Wastewater Treatment Plant Crisfield Wastewater Treatment Plant Crisfield Wastewater Treatment Plant, Excess to Delmarva Power MI Deerfield 149.00 Vestas V110-2.0 Algonquin Power; RES Americas Algonquin Power Wolverine Power Supply NC Amazon Wind Farm US East 208.00 Gamesa G114-2.0 Avangrid Renewables Avangrid Renewables Amazon Web Services ND Oliver III 99.25 GE Renewable Energy 1.7-100; 2.0-116 NextEra Energy Resources NextEra Energy Resources Minnkota Power NM Broadview Energy JN LLC 98.90 (of 181.70) Siemens SWT-2.3-108 NM Broadview Energy KW LLC 142.60 Siemens SWT-2.3-108 National Renewable Solutions; Pattern Energy Group LP National Renewable Solutions; Pattern Energy Group LP Pattern Energy Group LP Pattern Energy Group LP NY Seneca Nation 1.50 VENSYS VENSYS 82 Seneca Nation of Indians Seneca Nation of Indians OR Benson Creek 10.00 GE Renewable Energy 2.0-116 Oregon Windfarms LLC OR Durbin Creek 10.00 GE Renewable Energy 2.0-116 Oregon Windfarms LLC Oregon International Holdings LLC D. E. Shaw Renewable Investments LLC Southern California Edison Southern California Edison Seneca Nation of Indians, Excess to National Grid Idaho Power Idaho Power OR Jett Creek 10.00 GE Renewable Energy 2.0-116 Oregon Windfarms LLC Homestead Windfarm LLC Idaho Power OR Prospector 10.00 GE Renewable Energy 2.0-116 Oregon Windfarms LLC D. E. Shaw Renewable Investments LLC Idaho Power OR Willow Spring 10.00 GE Renewable Energy 2.0-116 Oregon Windfarms LLC 8030 Companies Inc. Idaho Power RI WED Coventry 5 1.50 VENSYS VENSYS 82 Wind Energy Development LLC Wind Energy Development LLC National Grid American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 13
Utility-Scale Wind Projects Completed during 2017 State Project Phase Name Project Capacity (MW) Turbine OEM Turbine Model Project Developer Project Owner Power Purchaser TX Bethel 276.00 GE Renewable Energy 2.3-116 Invenergy; Orion Energy Southern Power TX Broadview Energy JN LLC 82.80 (of 181.70) Siemens SWT-2.3-108 National Renewable Solutions; Pattern Energy Group LP Pattern Energy Group LP Google Energy (225 MW); Merchant (51 MW) Southern California Edison TX Cotton Plains Wind 50.40 GE Renewable Energy 2.4-107 Apex Clean Energy Northleaf Capital Partners Defense Logistics Agency TX Falvez Astra 163.20 GE Renewable Energy 2.4-107 WindHQ WindHQ Merchant (ERCOT) TX Old Settler Wind 151.20 GE Renewable Energy 2.4-107 Apex Clean Energy Northleaf Capital Partners Allianz Risk Transfer American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 14
AWEA Industry Data & Analysis For additional AWEA industry data & analysis, please visit www.awea.org/marketreports where you can download previous versions of the Quarterly Market Reports and the latest Annual Market Report. The AWEA U.S. Wind Industry First Quarter 2017 Market Report can be accessed at www.awea.org/1q2017. Access AWEA Market Database Pro at www.awea.org/database for a comprehensive database of all online, under construction, and advanced development wind projects with turbine level data, and active wind-related manufacturing facilities. For a spreadsheet with underlying data or with any corrections, please contact Hannah Hunt at hhunt@awea.org. American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 15
AWEA Industry Data & Analysis New Data Products this Quarter! AWEA released its ninth annual U.S. Wind Industry Annual Market Report Year Ending 2016 on April 11th, 2017. The 164-page report provides a comprehensive review of U.S. wind industry trends, detailed market rankings, wind project activity, jobs growth, economic benefits, manufacturing data, and more. Members can download the report for free and non-members can purchase the report at http://www.awea.org/amr2016. AWEA s latest report Property Tax Treatment of Commercial Wind Energy Projects provides a comparative overview of state property tax treatment in the 40 states with operational wind projects at the end of 2016. Created in partnership with the law firm Polsinelli, the report is designed to help AWEA members navigate the complex and varying property tax structures among different states and localities, and act as an educational tool for state level policy advocacy. Members can download the report for free at http://www.awea.org/propertytax. American Wind Energy Association U.S. Wind Industry First Quarter 2017 Market Report AWEA Public Version 16