Healthy Air and Economic Opportunities for Illinois Families Scott - PowerPoint PPT Presentation

Powering Lives - Clean Energy, Healthy Air and Economic Opportunities for Illinois Families Scott Vogt VP, Strategy & Energy Policy

2 The Cas he Case f e for C or Clean Ener lean Energy Climate change and poor air quality in our communities creates a strong imperative for a bold clean energy plan That plan should ensure that: ➢ Illinois residents can access clean and affordable electricity when they need it ➢ All communities benefit from new innovative clean energy resources and the jobs created ➢ Clean energy powers new clean transportation technologies and healthier air for our children ➢ Grid investments increase renewable energy hosting capacity while improving power quality and resilience (physical and cyber) Illinois’ CO2 Inventory: IL Generation (TWH) – 2018 2016 Illinois CO2 Inventory 200 (204 MMmt CO2) 250 16 Gas 150 200 60 Coal Direct Use, 150 69 Wind 13 100 Transport, Nuclear 100 68 50 98 50 Electric Power, 66 - -

3 Cur Current ent Sta State: te: ComEd Zone ComEd Zone Hour Hourly y Ener Energy y Suppl Supply • Seasonal variation of existing wind and load results in exports of clean generation from ComEd in non-summer months today. Wind ComEd Zone Hourly MW for April Week ComEd Zone Hourly MW for April Week ComEd Zone Hourly MW for April Week ComEd Zone Hourly MW for April Week ComEd Zone Hourly MW for July Week ComEd Zone Hourly MW for July Week ComEd Zone Hourly MW for July Week ComEd Zone Hourly MW for July Week Output Wind 99% Zero-Emission Load 99% Zero-Emission Load 99% Zero-Emission Load 99% Zero-Emission Load 75% Zero-Emission Load 75% Zero-Emission Load 75% Zero-Emission Load 75% Zero-Emission Load 35 MW Output Nuc Nuc Other Nuc Other Load Existing Wind Load Load Load 2,600 MW Nuc Nuc Other Nuc Other Load Existing Wind Load Load Load 20,000 20,000 20,000 20000 20,000 20000 20,000 20,000 18,000 18,000 18000 18,000 18,000 18,000 18,000 18000 16,000 16,000 16000 16,000 16000 16,000 16,000 16,000 14,000 14,000 14000 14,000 14,000 14,000 14,000 14000 12,000 12,000 12000 12,000 12000 12,000 12,000 12,000 10,000 10,000 10,000 10000 10,000 10000 10,000 10,000 8,000 8000 8,000 8,000 8,000 8,000 8,000 8000 6,000 6,000 6000 6,000 6000 6,000 6,000 6,000 4,000 4000 4,000 4,000 4000 4,000 4,000 4,000 2,000 2,000 2000 2,000 Fossil 2000 2,000 2,000 2,000 For Grid 0 0 0 0 0 0 0 0 Stability Sunday Sunday Sunday Sunday Monday Monday Monday Monday Tuesday Tuesday Tuesday Tuesday Wednesday Wednesday Wednesday Wednesday Thursday Thursday Thursday Thursday Friday Friday Friday Friday Saturday Saturday Saturday Saturday Sunday Sunday Sunday Sunday Monday Monday Monday Monday Tuesday Tuesday Tuesday Tuesday Wednesday Wednesday Wednesday Wednesday Thursday Thursday Thursday Thursday Friday Friday Friday Friday Saturday Saturday Saturday Saturday

4 Futur Future Scena e Scenarios rios: : ComEd Hour ComEd Hourly y Gener Generation tion - 2030 2030 • Assuming a load-ratio split of the new renewable energy, the excess zero-emission generation in ComEd would be as high as 17 GW in some hours. • Existing net export capacity is approximately 6 GW 2030 CJC Targets Hourly MW for April Week 2030 CJC Targets Hourly MW for April Week 2030 CJC Targets Hourly MW for April Week 2030 CJC Targets Hourly MW for April Week 2030 CJC Targets Hourly MW for April Week 2030 CJC Targets Hourly MW for April Week 2030 CJC Targets Hourly MW for April Week 2030 Path To 100 Targets Hourly MW For April Week 2030 Path To 100 Targets Hourly MW For April Week 2030 Path To 100 Targets Hourly MW For April Week 2030 Path To 100 Targets Hourly MW For April Week 2030 Path To 100 Targets Hourly MW For April Week 2030 Path To 100 Targets Hourly MW For April Week 2030 Path to 100 Targets Hourly MW For April Week Nuc Nuc Nuc Nuc Other Other Other Nuc Other Existing Wind Nuc Other Load Existing Wind Load Existing Wind Existing Wind Load New Wind Load New Wind New Wind Load Nuc Nuc Nuc Nuc Other Other Other Nuc Other Existing Wind Nuc Other Load Existing Wind Load Existing Wind Existing Wind Load New Wind Load New Wind New Wind Load New Solar New Solar Load Load Load less DG Load less DG New Solar New Solar Load Load Load less DG Load less DG 25,000 25,000 25,000 25,000 25,000 25,000 25000 25,000 25,000 25,000 25,000 25,000 25,000 25000 17 GW 20,000 20,000 20,000 20,000 20,000 20,000 20000 20,000 20,000 20,000 20,000 20,000 20,000 20000 12 GW 15,000 15,000 15,000 15,000 15,000 15,000 15000 15,000 15,000 15,000 15,000 15,000 15,000 15000 10,000 10,000 10,000 10,000 10,000 10,000 10000 10,000 10,000 10,000 10,000 10,000 10,000 10000 5,000 5,000 5,000 5,000 5,000 5,000 5000 5,000 5,000 5,000 5,000 5,000 5,000 5000 - - - - - - 0 - - - - - - 0

5 Futur Future Scena e Scenarios rios: : Transmis ansmission sion Cos Cost t Impa Impacts cts Transmission Upgrades New Transmission Costs Transmission CJC PathTo100 CapEx ($Billions) Local Overloads $1.0 to $1.5 $0.8 to $1.3 Regional Overloads $3.2 to $4.2 $1.7 to $2.2 Total $4.2 to $5.7 $2.5 to $3.5

6 The Oppor he Opportunit tunity: y: A A Coor Coordina dinated ted Polic olicy y Appr pproac oach ComEd Load Match of RE ComEd Load Match of RE Annual ComEd Annual ComEd CO2 Reduction CO2 Reduction Load Load EV Charge Export/Curtail Export/Curtail 18 18 100% 100% 16 16 16 90% 90% 80% 80% 14 14 70% 70% Transport MMmtCO2 MMmtCO2 12 12 8 60% 60% 9 10 10 50% 50% 8 8 40% 40% Electric 6 6 Electric 30% 30% 9 Power Power 4 4 8 20% 20% 10% 10% 2 2 0% 0% - - 0-3 0-3 3-6 3-6 6-9 6-9 9-12 9-12 12-15 15-18 18-21 21-24 12-15 15-18 18-21 21-24 0-24 0-24 24 TWH RE 24 TWH RE (15% Light-Duty Incremental Block of ComEd RE (TWH) Incremental Block of ComEd RE (TWH) Electric Vehicles) YIELDS $2.6 Billion in Electrification Investments $36.1 Billion in Benefits - Public/Fleet Charging Station Interconnection - $2 Billion in Avoided Transmission Costs - Charging Rebates - $3.6 Billon in Incremental Avoided C0 2 - Public Transportation/School Bus Rebates - $6.5 Billion in Health Care Benefits - Low Income Incentives - $24 Billion in Fuel Savings - Beneficial Electrification Rebate 11- 1 in “Wallet Share” Benefit/Costs

7 Conc Conclusion lusion A coordinated policy approach that couples electric and transportation sector policies, together with necessary grid investments and other levers, would make it possible for Illinois to achieve near complete decarbonization of the energy sector This approach could: ➢ Create significant value for Illinois communities, saving lives and lowering transportation costs; ➢ Preserve and create tens of thousands of jobs; ➢ Jump-start underserved communities; and ➢ Provide customers and communities with new and better energy and transportation choices.