Company Planning and GHG Strategy
Greg Ryan
Manager, Environmental Sustainability & Climate Change
May 17, 2019
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Pragmatic, Proactive, Purposeful and Policy-Driven Approach to Planning that is led from the Top
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Timeline of Drivers that Have Influenced Our Approach
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MI Energy Legislation: 10% RPS &
EE Standards2008
Waxman-Markey climate bill passes House2009
Senate Kerry-Lieberman climate bill falls apart2010
1st Climate Shareholder Resolution on GHG Targets2012
City of Detroit Files for Bankruptcy2013
EPA Proposes Clean Power Plan 2014
EPA Finalizes Clean Power Plan2015
Supreme Court Stays Clean Power PlanFeb. 2016
Paris Agreement signedApril 2016
Timeline of Drivers that Have Influenced Our Approach
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Trump Elected PresidentNov. 2016
Michigan Energy Legislation establishes 15% RPS and 35% Clean Energy (RE & EE) by 2025Dec. 2016
Shareholder Resolution on a 2-Degree Scenario Report defeated (45% vote yes)
DTE >80% by 2050 Carbon Goal announcedMay 2017
Two Shareholder Resolutions withdrawn:
•1. Report on 2-Degree Strategy;
•2. Report on methane emission reduction targets
March 2018
Certificate of Necessity (CON) for BWEC Natural Gas Plant approvedApril 2018
DTE/CMS Agreement to 50% Clean Energy by 2030 to avoid ballot initiativeMay 2018
IRP Filing – DTE Accelerates Carbon Goal to 80% by 2040 March 2019
DTE’s Journey to 80 (www.journeyto80.com)
A roadmap of scenarios born out of a virtuous confluence of events:
• Falling prices for renewables
• Competitive natural gas generation
• Aging coal plants
• Energy efficiency and demand response opportunities
• Partnering with major customers on sustainability goal solutions
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Next steps in our Journey to 80
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• Responding to intervenor questions on the IRP
• Accounting for the carbon intensity of electricity delivered to our customers
• Adjust…
• File our next IRP
Additional Information
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• Methods for accounting for GHG emissions delivered to our customers as presented in DTE’s March 2019 IRP
Direct emissions, Fleet accounting shown, not impact of purchases and sales for Proposed Courses of Action (PCAs)
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PCA Pathway A• 1390 MW Voluntary RE• 50 MW CVR/VVO
Fleet CO2
PCA Pathway B• 1390 MW Voluntary RE• 2030 CCGT
PCA Pathway D• 465 MW Voluntary RE• 2030 CCGT
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51
75
2018 20302023 2040
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49
75
2030 20402023
PCA Pathway C• 465 MW Voluntary RE• Demand Response• 50 MW CVR/VVO• 2% EWR
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50
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2023 20402030
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49
75
2023 2030 2040
All PCA pathways modeled meet DTE’s CO2 reduction goals. Annual Net Short Method of accounting shown
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mid 2020’s goal 32%
2030 Goal 50%
2040 Goal 80%
PCA Pathway A• 1390 MW VGP• 50 MW CVR/VVO
Fleet CO2
Annual Net Short Method
PCA Pathway B• 1390 MW VGP• 2030 CCGT
PCA Pathway D• 465 MW VGP• 2030 CCGT
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53
82
20402023 2030
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53
82
2023 20402030
PCA Pathway C• 465 MW VGP• 100 MW Demand
Response• 50 MW CVR/VVO• 2% EWR
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51
81
2023 2030 2040
36
51
80
2023 2030 2040