In This Issue
- Flanigan’s Net Positive: Solar is Surging
- California Hits the 100% Renewable Mark
- BMW’s Hydrogen Series
- Taos’s Electric Snow Cat
- Super Green Super Bowl
- Floating Offshore Wind Updates
- Offshore Wind and the Jones Act
- Seagliders
- Lunching and Learning: The Power of the Increment
- Flanigan’s Eco-Logic Podcast Updates
Flanigan’s Net Positive: Solar is Surging
Utility-scale solar is surging! This past year was a record year, solar was 49.3% of all U.S. capacity additions in 2023. Solar now constitutes 7.9% of the nation’s total available generating capacity, tying hydropower. Combined with wind, biomass, and geothermal resources, renewables are now 29% of total U.S. utility generating capacity.
Solar is rising, and fast. Solar’s capacity is expected to exceed wind and coal in the next three years.
The U.S. Energy Information Administration reports that 18.4 GW of solar was installed in 2023, double the prior year. That is expected to double again in 2024. Texas will add the most solar, followed by California and Florida.
Developers are expected to add at least 36.4 GW of solar in 2024. EIA anticipates 470 new solar projects and 220 energy storage installations. There is 14.3 GW of battery capacity anticipated for 2024. Solar power paired with battery storage is expected to account for 81% of all new capacity installed in 2024. Projects such as Gemini in Nevada will feature 690 MW of solar, combined with a 380 MW/ 1.4 GWh battery installation.
Even bigger is an installation in California: The Edwards and Sanborn Solar and Energy Storage Facility is now operational in Kern County. It generates 875 MW of DC power and can store 3.9 GWh of energy storage. Its total interconnection capacity is 1,300 MW, earning it the distinction – at least for now – as the world’s largest solar + storage facility. The project was developed as a public-private partnership with the Air Force. It is built on a mixture of private land and land owned by Edwards Air Force Base, specifically an unused portion of the base, a parcel of land on the northwest corner of the base. Developer Terra-Gen and the Base signed an Air Force Enhanced Use Lease (EUL) for 35 years. Through the EUL program the Air Force can lease underused land to private-sector developers.
The 4,660-acre project began in 2021 with substantial completion reported last year. It is made up of more than 1.9 million First Solar photovoltaic panels and 120,720 LG Chem, Samsung, and BYD batteries. The Edwards and Sanborn solar + storage site supplies power to the City of San Jose, Southern California Edison, Clean Power Alliance, Pacific Gas and Electric, Starbucks, and others.
We’ve come a long way Don Osborn! Now retired, Don was Sacramento Municipal Utility District’s first solar program manager and a visionary and advocate extraordinaire. He dreamt of a time when there would be at least 60 MW of solar production worldwide! Then the market would mature, he postulated.
Today, and in California alone, there are 36,400 MW of solar projects anticipated this year. Nationwide, the Federal Energy Regulatory Commission (FERC) reports a high probability of 87,098 MW of additional solar installed from 2024 – 2026. Others believe ~200,000 MW may be more likely in the three-year period. Solar is surging; solar is becoming dominant.
All this utility-scale action is remarkable. But concurrently, rooftop solar – distributed energy resources, or just DG – is under utility siege. A new form of net energy metering – called net billing – adopted by the California Public Utilities Commission, has far less beneficial values for homes, schools, and businesses. As a result, in California, rooftop solar sales are down 77 – 85% and nearly 17,000 jobs have been lost so far. Clearly big solar is providing great value, while distributed solar is being devalued despite its inherent local economic development and resilience benefits. We need both forms of solar. Fortunately, California legislators are introducing bills to redirect the Public Utilities Commission’s ruling.