EIA: State renewables targets to account for 10% of electricity sales by 2025

By Michael Copley

 

States are expected to continue meeting or exceeding the targets contained in their renewable energy portfolio standards, with a surplus of qualifying capacity increasing "substantially" by 2040 as renewable power technologies "become increasingly competitive with conventional generation sources," according to the U.S. Energy Information Administration.

The projection, contained in the EIA's "Annual Energy Outlook 2013," noted RPS variations among the states and said the aggregate targets "may mask significant regional variation, with some regions producing excess qualifying generation and others producing just enough to meet the requirement or even needing to import generation from adjoining regions to meet state targets."

According to the EIA, surplus renewable energy — the level of installed capacity above the amount required by RPS — is expected to decline through the next decade as less qualifying capacity is added and energy targets catch up to supply. However, the surplus is expected to widen beginning in about 2032 as renewables technology becomes competitive with conventional generation, the agency said in the outlook, released April 15.

A surplus of renewable power, though, does not mean that state renewable energy mandates are unnecessary, the EIA said. "Just because there is, in aggregate, more qualifying generation than is needed to meet the targets, this does not necessarily imply that projected generation would be the same without state RPS policies," it said. "State RPS policies may encourage investment in places where it otherwise would not occur, or would not occur in the amounts projected, even as other parts of the country see substantial growth above state targets."

However, the EIA noted that a surplus does suggest that state RPS programs "will not be the sole reason for future growth in renewable generation." Aggregate state targets will account for 10% of U.S. electricity sales in 2025, according to the outlook.

Favorable environment for RPS compliance

A confluence of factors is fostering RPS compliance among the states, the EIA found, including a surge in RPS-qualified capacity that was Timed to take advantage of federal incentives, like the production tax credit, which was extended for one year in January; reductions in the cost of renewable technology; and "generally reduced" electricity sales. Since most RPS targets are tied to retail electricity sales, slow sales growth means renewable generation that entered service recently goes further toward meeting the proportionally lower targets, it said.

The short-term availability of federal incentives, as well as declining equipment costs for wind turbines and solar PV systems, also has helped make renewable power projects more attractive to investors, the EIA said.

No new RPS programs were enacted in 2012, though the EIA outlook does note modifications that were made in several states to existing regulations. Maryland, which requires utilities to get 20% of their power from renewable sources by 2020, enacted a series of bills that accelerate the state's solar-specific compliance schedule.

State-level renewable power mandates have recently come under attack from lawmakers and others who say the requirements prop up the renewable energy industry at ratepayers' expense.

American Wind Energy Association interim CEO Rob Gramlich acknowledged the pushback during a webcast April 11. While none of those efforts has had any impact so far, he said, the trend is worth keeping an eye on.

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