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
   

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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
   

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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.
   

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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.
   

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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)
   

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6. 2021
   September 27-30, 2021 Online
   

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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
   

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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
   

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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
   

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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
    

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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
    

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12. SEPA Research & Education
    Research Reports
    Webinars
    Advisory Services
    Workshops
    Conferences
    

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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
    

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14. EV registrations and market share
    Source: IEA, Global Electric car registrations and market share, 2021
    Thousands
    EV Market Share
    

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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
    

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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)
    

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17. DOE GHG Emissions Calculator
    

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18. Off-Grid PV + EV Charging
    

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19. Co-Located PV + EV Charging: Public
    

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20. Rooftop PV + EV Charging: Residential
    

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21. Community Solar + Home EV Charging
    

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22. Renewable Energy Credits + Home Charging
    

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23. Commercial PPAs + Fleet Charging
    

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24. Utility Green Tariff + Home Charging
    

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25. |
    Charge During Low Carbon Intensity Times
    

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26. A regulatory approach
    Oregon Clean Fuels Program
    Bill Peters
    8/12/2021
    

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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
    

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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
    

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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)
    

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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
    

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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
    

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32. 1
    Sustainable Solutions for Electric Vehicles
    

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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
    

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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
    

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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
    

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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)
    

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37. Reference Markets
    Green Tariffs
    Source: Bloomberg New Energy Finance, World Resources Institute
    

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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
    

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