national solar overview
TRANSCRIPT
October 19, 2018
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October 19, 2018 www.seia.org
National Solar Overview
Washington Solar Summit
Kendra Hubbard
October 19th, 2018
October 19, 2018
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Big P, little e, Big E, little l, little l…
October 19, 2018
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Big P, little e, Big E, little l, little l…
October 19, 2018
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Kendra in a
October 19, 2018
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Our Mission…
“At certain times, I think, you need to stand on the railroad tracks and scream at the train to stop. You’re a player in this game, and
there’s a responsibility, when you’re a citizen, to the sanctity and the ethics of our system.”
CONFIDENCE & ACTION
October 19, 2018
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Agenda
• IPCC Report
• US Market Overview• Historical Growth
• Looking Forward
• Interesting Markets and Trends
• SEIA Ethics and Code of Conduct
• How to Engage with SEIA
• #TaketheSeat
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Climate Change and IPCC
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Limiting Warming to 1.5° C
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Market Overview
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Solar by the Numbers
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Growth in Solar led by Falling Prices
Source: SEIA/Wood Mackenzie Power & Renewables U.S. Solar Market Insight Lawrence Berkeley National Laboratory, Tracking the Sun
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Solar PV Growth Forecast
Source: SEIA/Wood Mackenzie Power & Renewables U.S. Solar Market Insight
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International Trade
October 19, 2018
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Section 201 Tariff
• 30 percent tariff applied to PV cell and
module imports from most countries
• 11% reduction to US solar demand
predicted between 2018 and 2022 –
7.6 gigawatts worth
• Government to issue mid-term report in
2020 assessing impact
Source: Greentech Media
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Section 301 Tariffs
• U.S. Government has imposed three sets of special tariffs on more than $260
billion in imports into the United States from China.
• Only products originating in China are covered by the duties.
• Solar-related products include PV cells and modules, inverters, transformers, and
most other balance of system components.
• Tariffs range from 10-25%, with all tariffs rising to 25% in Jan. 2019.
• Most Chinese suppliers are shifting production to other countries to avoid the
tariffs.
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PV Recycling
(50 billion plastic water bottles were used in 2017
– only 23% were recycled)
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SEIA’s PV Recycling Initiative
• SEIA Members and industry work proactively to develop end-of-life solutions
• End-of-life management provides business opportunities
• Early collaboration with stakeholders creates reasonable policy and programs
• Opportunity to build recycling activities and resources transitionally as solar adoption grows
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Interesting Markets & Trends
October 19, 2018
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California’s Historic Title 24 Mandate
• On May 9, 2018, the California Energy Commission approved a mandate that all new low rise residential buildings be constructed with a PV system, beginning in 2020 – the first such statewide mandate in the U.S.
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What it Means for CA’s Solar Industry
• In 2017, only 3% of all residential capacity in California was installed on new construction. The mandate will create significant upside to long-term forecasts
• GTM forecasts that this rule could add 800 MW in additional demand for rooftop solar from 2020-2023 alone
Source: SEIA/GTM Research U.S. Solar Market Insight
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Mainstreaming Energy Storage
• SB700 (Self Generation Incentive Program) provides behind the meter energy storage funding of $830 million through 2025 in CA
• From 176MW to 3,000MW by 2026 in storage
• Incentivizes peak load reduction
• Lottery system weighted towards grid-balancing benefits
• Reduced payouts over life of program
Does your company offer battery storage?
October 19, 2018
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Workforce Diversity – National Census & Survey
• National Solar Jobs Census✓ Ensure that policymakers have complete and accurate data when
making decisions related to the industry
✓Makes clear trends and impacts to the industry
• Oregon and Washington Workforce Survey✓Commissioned by Energy Trust of Oregon and NW Energy Coalition
✓Diversity = higher profits, more market share, employee well-being
Over 250,000+ solar industry workers nationwide and growing!
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Consumer Protection & Ethics
Sponsored by…?
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Why Industry Action on Consumer Protection
• Consumer protection (CP) is a top priority to SEIA and the solar industry• Reached 1 million residential installations in 2016 after 40+ years, and expected to
reach 2 million by end of 2018 and 4 million by 2023
• Industry success depends on consumers having great experiences
• Increasing interest from states
• Need for more specific tools & resources for consumers and companies
• Need for leadership in CP as industry grows
• Increase consumers’ and business’ understanding of solar transactions
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SEIA Solar Business Code
• Guiding Principles
• Unfair, Deceptive, or Abusive Acts or Practices
• Advertising
• Sales and Marketing Interactions
• Contracts
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How to Engage with SEIA
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Working with Solar’s National Trade Assoc.
SEIA aims to unite the solar voice nationally, representing the
residential, commercial, and utility-scale markets
• Send an opinion piece to your local paper
• Attend a lobby day
• Participate with SIW and Solar Washington
• Bipartisan, policy, and legislative efforts to move us forward
• More voices = better representation!
• VOTE
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#TaketheSeat
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Be the Change You Want to See
• #TaketheSeat
➢You are ready, you are competent, you are needed!
• Diversity is crucial and planful
➢OSEIA Board of Directors – 41% female
➢SEIA Board of Directors – 12% female
‘Companies in the top quartiles for racial and ethnic diversity and for gender
diversity are 35% and 15% more likely to have financial returns above their
respective national industry medians’
October 19, 2018
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Closing
• Confidence & Action
“You are not here merely to make a living. You are here in order to
enable the world to live more amply, with greater vision, with a finer
spirit of hope and achievement. You are here to enrich the world,
and you impoverish yourself if you forget the errand.”
– Woodrow Wilson
October 19, 2018
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Thank You
• Questions?
• Contact us with any questions
• or [email protected]
• All SEIA materials available at www.seia.org/consumers
• Feel free to use them in your business
• Consider linking to SEIA’s website or posting the materials on your
websites