Renewable Electric Vehicles: Solving a Vital Piece of the EV Puzzle

Electric vehicles (EVs) are only as clean as the energy that powers them—help your EV customers achieve zero emissions with renewable energy.

In the rush to electrify our highways with personal EVs and fleets of EVs, many new EV owners, both commercial and residential, overlook the fact that the electricity used to power them is from the combined electrical grid, which often includes generation from fossil fuels.

This free webinar on August 12, 2021 discussed strategies to green that power—current regulations that promote EV use of renewable energy, utility green pricing programs, REC purchases and more. Geared towards all participants in the EV ecosystem, this webinar provides solutions that can catalyze the positive climate impact of EVs, allowing users to meet their climate goals and solution providers to help them get there. The webinar includes:

• Smart Electric Power Alliance’s overview of the EV market and those working to power it with renewable electricity
• The Oregon Department of Environmental Quality’s regulatory perspective on how its Clean Fuels Program focuses on powering EVs with renewable electricity
• Enel X’s case study of its JuiceEco program, which provides Green-e certified renewable energy for its customers, providing a valuable and differentiated service for its eco-minded customers (including Uber drivers!)
• This moderated discussion will help attendees better understand the opportunities and challenges in expediting the clean energy transition in transportation

SPEAKERS
• Garrett Fitzgerald, Principal, Electrification, SEPA
• Carlos Gonzalez, VP Global Business Development, e-Mobility, Enel X
• Bill Peters, Clean Fuels Program Analyst, Oregon DEQ
• Michelle McGinty, Manager, Program Outreach, CRS (Moderator)

Transcript

1. RENEWABLE ELECTRIC VEHICLES SOLVING A VITAL PIECE OF THE EV PUZZLE Michelle McGinty MANAGER, Program Outreach
2. Agenda. PAGE 2 © 2021 Center for Resource Solutions. All rights reserved. 1. Introduction to Center for Resource Solutions (CRS) and Green-e® 2. Panelist Introductions: • Garrett Fitzgerald, Principal, Electrification, SEPA • Bill Peters, Clean Fuels Program Analyst, Oregon DEQ • Carlos Gonzalez, VP Global Business Development, e-Mobility, Enel X 3. Discussion & Questions
3. Nongovernmental Organization (NGO) creating policy and market solutions to advance sustainable energy since 1997. • Renewable energy and climate policy • Clean Energy Accounting Project (CEAP) • Renewable Energy Markets annual conference • Expert assistance resource for renewable energy buyers • Green-e® certification for suppliers and users of renewable energy, carbon offsets and biomethane in the voluntary market About Center for Resource Solutions PAGE 3 © 2021 Center for Resource Solutions. All rights reserved.
4. PAGE 4 Certifications for sellers… ü Utility green power programs ü Community solar ü RECs ü Competitive electricity products ü Carbon offsets ü Community choice aggregation ü Carbon offset natural gas programs ü Federally eligible Certifications for buyers… ü PPAs (delivered or virtual) ü On-site power ü Corporate purchasers ü Products manufacturing ü Conferences and trade shows ü EV charging stations ü Paper and printers © 2021 Center for Resource Solutions. All rights reserved.
5. Buyer protections for voluntary renewable energy & carbon offset purchases • Independent Governance Board • Standard and Code of Conduct • Third-party Audit of: o Sale/Contract and Supply o Seller marketing Green-e® is cited by: Green-e® Certification PAGE 5 © 2021 Center for Resource Solutions. All rights reserved. Green-e® Energy Certified Retail Sales by Product Type (MWh)
6. 2021 September 27-30, 2021 Online
7. PAGE 7 © 2021 Center for Resource Solutions. All rights reserved. Contact Michelle McGinty MANAGER, PROGRAM OUTREACH michelle.mcginty@resource-solutions.org 415.568.4285
8. Clean + Modern Grid Utility Business Models | Regulatory Innovation | Grid Integration | Transportation Electrification Carbon Free EV Charging Aug 2021 Regulatory and Business Innovation | Grid Integration | Electrification Garrett Fitzgerald, Senior Director, Transportation Electrification
9. Mission To facilitate the electric power industry's smart transition to a clean and modern energy future. Vision A carbon-free energy system by 2050
10. Who Are We? A membership organization Staff of ~50 Based in Washington, D.C. Unbiased Founded in 1992 Research, Education, Collaboration & Standards No Advocacy – 501c3 Technology Agnostic
11. >1,150 Total Members Membership SEPA is an alliance of over 1,150 members made up of utilities, technology solution providers, regulators, and other stakeholders. 179 409 162 95 37 273 Government/Non-profit/Education Public Power Utilities Cooperative Utilities Investor Owned Utilities Other Utilities Corporations 80% of utilities with carbon-free or net-zero emissions goals 74% of MWh sold 72% of utility commissions
12. SEPA Research & Education Research Reports Webinars Advisory Services Workshops Conferences
13. Key Metrics in EV Adoption Annual Sales • 300,000 electric LDVs sold in 2020 • 100,000 sold in Q1 2021 alone, equal to the total sold in 2017 • 17M ICE vehicles sold annually EV Charging Deployment • 37,000 L2 (public) • 17,000 DCFC • High penetration areas have ~ 450 per million population today • Biden called for 500,000 by 2030 EV Model Availability • 19 fully electric models available today • Expect 130 models by 2026, offered by 43 brands. • 8 electric pickup models expected by 2023 Source: 1) RMI, 2021 ; EVadaption, 2021, PEW Research Center, 2021 EV share of 2019 new vehicle registration
14. EV registrations and market share Source: IEA, Global Electric car registrations and market share, 2021 Thousands EV Market Share
15. 0% 5% 10% 15% 20% 25% 30% - 1 2 3 4 5 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Sales Penetration Annual Sales Millions US Electric Vehicles Market Growth (LDV) Annual Sales Market Share Sales penetration will reach 25% by 2030 Source: 1) Update on electric vehicle adoption across U.S. cities, ICCT, August 2020; 2) Deloitte Insights Electric Vehicles; 3) SEPA analysis
16. No matter how you charge, it’s greener than gas A mid-size EV will generate up to 67% lower greenhouse gas (GHG) emissions than a gasoline internal combustion engine. (Wood Mackenzie, 2018)
17. DOE GHG Emissions Calculator
18. Off-Grid PV + EV Charging
19. Co-Located PV + EV Charging: Public
20. Rooftop PV + EV Charging: Residential
21. Community Solar + Home EV Charging
22. Renewable Energy Credits + Home Charging
23. Commercial PPAs + Fleet Charging
24. Utility Green Tariff + Home Charging
25. | Charge During Low Carbon Intensity Times
26. A regulatory approach Oregon Clean Fuels Program Bill Peters 8/12/2021
27. What is the Clean Fuels Program? • One of three active low carbon fuel standards (OR, CA, BC – WA starting in 2023) • Requires the carbon intensity of all of the state’s transportation energy to decline over time • Takes a lifecycle approach to carbon accounting, so all fuels are assigned carbon intensity scores based on the carbon emitted to produce, convert, transport, and use the fuel to move people and goods • Low-carbon fuels accrue credits (1 ton of CO2e reduced against the target) that can be used by providers of higher carbon fuels to stay in compliance with the program 2
28. Clean Fuels Program principles To maintain the integrity of the Clean Fuels Program, we strive to: • Achieve real and quantifiable GHG reductions • Employ a technology- and fuel-neutral approach • Use the best available science • Provide the incentives for technology development, commercialization, and deployment that will produce permanent paths to decarbonizing the transportation sector 3
29. Electricity in the Clean Fuels Program • Electricity is a key fuel for decarbonizing transportation • The program operates by demanding both more low-carbon fuels, and by demanding lower and lower-carbon versions of those fuels • In the rulemaking that was approved this spring, DEQ looked at ways of increasing the supply (ie, encouraging EV adoption) and lowering the carbon intensity of electricity (ie, encouraging renewables)
30. Electricity in the Clean Fuels Program • DEQ’s goal with the renewable electricity provisions is to provide a clear incentive for more renewable electricity (RE) generation • As the numbers of electric vehicles grow, DEQ believes that the additional demand imposed upon the grid can and should be met with electricity supplied by zero-carbon resources • DEQ believes that allowing a range of options will help send that signal, but that the qualifications for RE should be carefully defined to maintain the integrity of the program • Program requires Green-e certified RECs, lifecycle analyses for certain pathways with emissions, and for non-biogas electricity generators the start date must be 2016 or later 5
31. Electricity in the Clean Fuels Program • At the Oregon grid average carbon intensity, the current credit value in the program of $125/t provides about 8cents/KWh in value for light duty EVs • When you lower the carbon intensity of electricity to zero, the added credit generation is worth another 6cents/KWh • Renewable electricity projects with a negative carbon intensity – ie, reducing methane emissions – can get even more 6
32. 1 Sustainable Solutions for Electric Vehicles
33. Enel X Global Subsidiary of the Enel Group, the #1 Renewable Operator 6.3 GW DEMAND RESPONSE CAPACITY GLOBALLY 123 MW INSTALLED STORAGE CAPACITY GLOBALLY 90k UTILITY BILLS MANAGED ACROSS 100+ COUNTRIES 195k CHARGING PORTS DEPLOYED GLOBALLY
34. 600+ Employee assigned corporate EVs Service & maintenance EVs 900+ 1,500+ Total EVs in Fleet Our Fleet Goal: 100% Electric by 2030 Only EVSE provider with fleet electrification goals
35. Well-to-Wheel Methodology Power generation mix determines by how much emissions can potentially be lowered for EVs 4 Source: Wood Mackenzie’s Energy Market Service
36. Reference Markets PPA Price Database (US) Source: https://www.bnef.com/interactive-datasets/ Geothermal Solar Storage Wind Initial offtake prices by PPA signing date ($nominal/MWh), sized by contract capacity (MW)
37. Reference Markets Green Tariffs Source: Bloomberg New Energy Finance, World Resources Institute
38. JuiceEco Drive cleaner. Drive Smarter. First Enel X retail green power product Matches electric car’s electricity consumption with Green-e® Certified Renewable Energy Certificates RECs represent rights to the “greenness” of generated electricity