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2. Additional Sponsors 3. Public Utilities in AttendanceRepresenting over 70 Million Electricity Customers 4. Keynote Speakers Mike Montoya, Director of Engineering Advancement Southern California Edison Day 1 Utility Keynote Linda Jackman, Group VP, Product Strategy & Management Oracle Utilities Day 2 Software & Applications Keynote Stephen Johnston, Chief Executive Officer SmartSynch Day 2 Network Infrastructure Keynote 5. Agenda: Day 1, May 18th 9:00am 9:45am: Introduction and GTM Research Top 5 Smart Grid Trends 9:45am 10:30am: Keynote Address, Mike Montoya, SCE 10:30am 11:00am: Break 11:00am 12:30pm: North American Utility Executive Round Table Discussion 12:30pm 1:30pm: Lunch 1:30pm 2:45pm Track 1: Networked Grid Communications Infrastructure: Scaling AMI and Beyond Track 2: The Soft Grid: Smart Grids Killer Applications 2:40pm 4:00pm Track 1: Power Forward: Grid Optimization and Distribution Automation Track 2: Information is Power: Meter Data Management and Analytics 4:00pm 4:30pm: Break 4:30pm 5:45 Track 1: Winning the Home Network Battle: PHYs, Protocols and Platforms Track 2: The Smart Home Customer Experience: Next-Generation Consumer Services and Time-of-Use Pricing 5:45pm 8:00pm: Networking Cocktail Reception (Main Pool) 6. Agenda: Day 2, May 19th 8:45am 9:00am: Day 2 Welcome and Kickoff 9:00am 9:30am: Software and Applications Keynote, Linda Jackman, Oracle Utilities 9:30am 10:00am: Network Infrastructure Keynote, Stephen Johnston, SmartSynch 10:00am 10:30am: Break 10:30am 12:30pm: Workshop Sessions Track 1: Power Layer Infrastructure Technologies and Network Communications Layer Architectures (Erich Gunther, Enernex) Track 2: North American Utility Smart Grid Case Studies (PG&E, SMUD, USC/LADWP) 12:30pm 1:30pm: Lunch 1:30pm 2:30pm Track 1: Securing the Networked Grid Infrastructure Track 2: Addressing Peak Demand: The Future of Demand Response and Smart Appliances 2:30pm 3:30pm Track 1: The Microgrid Emergence: Distributed, Intermittent Renewable Power and Storage Track 2: Utility Enterprise 2.0: Information Technology and Back-Office Systems Integration 4:00pm 5:00pm Track 1: The Networked EV: Smart Grids and Electric Vehicles Track 2: The Networked Building: Efficient, Automated Energy LANs 7. Indian Wells Conference Center LayoutTRACK 2 TRACK 1 8. The Only Fully-Integrated Media FirmOnline Media Market ResearchIndustry EventsAnnual Summit EventsOne-Day ConferencesQ3/Q4 Events to beAnnounced Soon! 9. Smart Grid Research Subscription Service Upcoming Titles Smart Grid 2015: Market Forecast & Top 5 Trends Smart Grid Policy: Top 10 State PUC Profiles The Future of Meter Data Management Annual Research Subscription Service The Future of Distribution Automation Communication Eight (8) Market Reports Per YearNetworks Dedicated Monthly Analyst Access Time The Networked EV: Smart Grids and Electric Vehicles 10. 1 Year Later: GTMs Smart Grid Taxonomy 11. GTMs Top 5 Smart Grid Trends Increase Consumer Awareness and EngagementRealizing the Network Infrastructure FoundationEV Growth Accelerating the Need for Smart GridsThe Convergence of Smart Grids and Distributed PVThe Growth and Future of Demand Response 12. 1. Customer Awareness and Engagement Inability of utilities to adequately explain the benefits of smart meters to customers What are the necessary actions? Education Marketing (Customer Segmenting) Value What actions are utilities taking now? Restructuring organizations around better outbound communications to consumers Ramping up and better formalizing customer support centersEx: PG&E launching dedicated call center with 165 customer service reps. Dedicating more budget for consumer education and marketingEx: BG&Es $500M smart grid project ($50M dedicated to education & marketing) Creating transparency and providing factual data to PUCs and consumer groups Ex: Oncor and PG&E meter accuracy testing 13. Customer Awareness and EngagementThe conversation needs to change from energy savings to value creationDoes the consumer care about a 10% monthly savings on electric bills?Can we imagine new programs where consumers accrue value?Create solutions to problems that people may not realize that they have Ex: Apple iPod and digital music librariesParticipatory network for trading/selling both negawatts and energy Ex: net metering for solar What does this issue foreshadow for more advanced SG services?TOU pricing, EV charging, etc. The industry (not necessarily the consumer) needs to be prepared forimperfectionRate of meter deployment increasing (PG&E 10x increase/day from 2007 to 2008)Amount of new technology and systems is extensive 14. 2. Realizing the Network Infrastructure Foundation Building a communications network infrastructure is a FOUNDATION for ALL smart grid applications and services Building an AMI network is not enough Distribution Automation is a critical application Will overlay networks be acceptable and/or cost effective for different apps? Physical layer networking religion arguments are misguiding the industry There is no one network fits all solution (scale, coverage, performance & cost rule) Different applications have different networking requirements Different service areas and physical environments have different requirements Standards are good but they do NOT translate to interoperability Based on IP is an onion with many layers to peel back Network segmentation and function is becoming better defined and more critical Tiered networks will define smart grid communications platforms Provisioning services across an entire network is critical Centralized versus distributed network intelligence will dictate architecture Many network technologies & architectures will prevail in evolving smart grids Mesh, WiMAX/LTE, BPL, Licensed, Unlicensed, Public, Private Telecom: FTTH, FTTC, EPON, GPON, ADSL, ADSL2+, VDSL, CWDM, DWDM, ATM, Frame Relay, IP, SONET, Carrier Ethernet, and the list goes on 15. Realizing the Network Infrastructure Foundation Source: GTM Research 16. 3. EV Growth Accelerating the Need for Smart Grids(SG and EVs: Is the tail wagging the dog?) True EV scale is impossible without a networked grid in place 2010/11 EVs coming to market Leaf priced at $25k (after fed tax credit) Most major auto manufacturers delivering products to market CA IOUs high-end estimate between 800k 1M EVs by 2020 Major issues on the horizon The load impacts of EVs are equivalent, or greater, to a home at peak Nissan Leaf: 220V, 30 Amps = 6.6 kW Chevy Volt: 240V, 16 Amps = 3.8kW Infrastructure build-out (grid- and customer-level) to maintain safe, reliable electric services The critical need for off-peak charging Rate design for EVs (setting the right pricing scheme) Offering the right products and services Public networked charging stations, in-home 220V connections, etc. Intersection of renewable energy and vehicle charging Proper consumer education Technology building blocks Basic hardware, networking (all flavors), software (provisioning, authentication, applications, etc.) 17. EV Growth Accelerating the Need for Smart Grids Source: Nissan and PG&E 18. 4. The Convergence of Smart Grids and PV Source: GTM Research Source: GTM Research 19. The Convergence of Smart Grids and PV Moving from a centralized architecture to a distributed architecture ALWAYS introduces massive opportunities for change, along with technical challenges The distributed utility is on the horizon (aggregate distributed PV power plants) Certain circuits in certain service areas are ALREADY facing >20% distributed PV penetration What new technologies are necessary to accommodate this? What is the EXACT % of PV penetration where issues begin to arise? When will energy storage solutions be available at scale at acceptable price points? Sensor and communications technologies are critical to scale distributed PV while maintaining grid stability and reliability SG networks can manage voltage regulation, reverse power flow, power fluctuation, etc. Inverters/microinverters and architectures (centralized/distributed) are evolving rapidly Possibily to +/- both power and VAR Inverter companies are exploring and developing expanded communications solutions Microinverter companies are exploring home gateway/comms opportunities A smart grid comms network could potentially provide the ability to forecast PV resources for capacity planning Integration of GIS/weather 20. 5. The Growth and Future of Demand Response Demand Response is rapidly evolving from wholesale markets to retail markets Last Friday PJM procured a total of ~10GW in DR for 2013/14 capacity auction Increase of 32% over last year Recent DR Trends More attention to the correlation of a smart grid and demand responseHANs are effectively trying to automate DR across smart appliances Increased participation of consumers in demand response programs More interest in multi-state and state-federal demand response working groups (FERC-NARUC) and new regulatory structures More reliance on demand response in strategic plans and state plansAct 129 in PA (3% reduction in electricity use / 4.5% reduction in peak demand by 2013) Increased activity by third parties to aggregate retail demand responseMegawatts under management continues to grow for leading CSPs 21. The Growth and Future of Demand ResponseAt Peak, DR is cheaper, faster and cleaner than adding a peaking power plant The Future of Demand Response Barclays Capital estimates DRmarket could hit $20B by 2020 Will demand response retailauctions emerge? Will utilities leverage SG commnetworks to cut out 3rd partyCSPs? Will consumers increasinglyinquire about the market value of Source: GTM Research their negawatts? 22. Additional Important Trends and Topics Management of the coming onslaught of data (MDM and beyond) Integrated enterprise back-end systems not yet prepared Smart grid security (physical/cyber) and consumer privacy Applying NERC CIP, NIST 7268, etc. HANs and consumer energy management (growth opportunity but nascent) Physical layer communications and user applications/platforms ARRA Funds Releasing $204M to Duke Energy last week Microgrids Policy incentives and declining costs for distributed generation and storage Financial incentives for negawatts and M2G (microgrid to grid) PUCs Evolving Examples: Act 129 in PA, SB 221 in OH, rate-based energy storage in TX, Phase I EV ruling in CA Industry M&A ABB/Ventyx, Cooper/Eka, Honeywell/Akuacom, SSN/Greenbox, EnerNOC/SmallFoot, Black & Veatch/Enspiria 23. Upcoming 2010 Conferences Growth Opportunities Utility-Scale Solar July 13th, San Francisco, Intersolar NA PV Grid: The Convergence of Smart Grids and Solar September, New York The Networked EV: Smart Grids and Electric Vehicles November 9th, San Francisco, PG&E Auditorium 24. The Networked Grid 2011: Save the Date