SOLAR HYDRO WIND NUCLEAR COAL NATURAL GAS OTHER America’s Electricity Generation Capacity 2015 Update The American Public Power Association represents not-for-profit, community-owned electric utilities that power homes, businesses and streets in nearly 2,000 towns and cities, serving 48 million Americans. More at www.PublicPower.org. © 2015 American Public Power Association www.PublicPower.org Contact MediaRelations@PublicPower.org or 202.467.2900 America’s Electricity Generation Capacity 2015 Update Prepared by Paul Zummo, Manager, Policy Research and Analysis American Public Power Association Published April 2015 Table of Contents Executive Summary Section 1 Current Generation Capacity ....................................... 1 Section 2 Future Generating Capacity: Fuel Mix .......................... 6 Section 3 Future Generating Capacity: Development Stages ....... 9 Section 4 Future Generating Capacity: Regional Mix ................. 14 Section 5 Future Generating Capacity: Ownership Type ............ 19 Section 6 Generating Capacity: Retirements and Cancellations .................................. 21 Section 7 Conclusion ................................................................ 30 Appendix 1 Regions ..................................................................... 31 Appendix 2 Regional Fuel Mix ...................................................... 32 Executive Summary The American Public Power Association presents the ninth annual report on current and imminent electricity generation capacity in America by types of fuel, location, and ownership type. Currently, America has just over 1.1 million megawatts of generation capacity. 2015 Generation Capacity Solar 0.91% This report analyzes prospective generation capacity in four categories — under construction, permitted, application pending, and proposed. Other Wind 6.33% 5.44% Hydro 8.42% Natural Gas 41.88% Nuclear 9.21% The largest fuel source is natural gas, accounting for nearly 42 percent of all generation capacity. Coal, with a share of nearly 28 percent of capacity, is the second largest generation source. Nuclear, hydro, and wind together account for 23 percent of capacity. Solar currently constitutes less than one percent of all capacity. Coal 27.81% Nearly 372,000 MW of new generation capacity is under development in the United States — 92,000 MW under construction or permitted, and just under 280,000 MW proposed or pending application. Natural gas will continue to be the top fuel source in the near and distant future, followed by wind. A growing amount of generating capacity is expected to be fueled by solar. In fact, solar constitutes just over 10 percent of all capacity for plants under construction and that have permits to start building. 2020 Potential Generation Capacity Solar 1.66% Wind 7.45% Other 6.08% Hydro 8.15% This report also provides information on retirements and planned retirements, cancellations, and capacity that has been added over the past eight years. Natural Gas 43.04% Nuclear 9.35% Coal 24.27% While the Southeast has the most generation currently, with 25 percent of the nation’s total capacity, the Western region is slated to add the most generation, projecting more than 144,000 MW new capacity. The report approximates what the U.S. capacity mix will look like by the end of 2020. Natural gas will continue to be the leading resource. While the overall capacity mix in the United States will change, it will do so at a gradual pace. Coal and other traditional forms of electric generation are being displaced by wind, solar, and other forms of renewable generation. Environmental regulations as well as the speed at which certain resources can be developed might spur more significant changes. However, the overall fuel mix five years from now will not be dramatically different from the current mix. Source: Data analyzed for this report was taken from the Ventyx Velocity Suite database, accessed January 2015. Section 1 Current Generation Capacity TABLE 1.1 shows the sources from which electricity is currently generated in America. Current nameplate capacity includes capacity labeled as standby, but not mothballed or out of service. TABLE 1.1 2015 Current Electricity Generation Capacity, by Fuel Type Solar 0.91% Primary Fuel Type Other Wind 6.33% 5.44% Hydro 8.42% Natural Gas 41.88% Nuclear 9.21% Coal 27.81% Current Nameplate Capacity (MW) Natural Gas .................................... 489,327.93 Coal ............................................... 324,908.24 Nuclear .......................................... 107,548.64 Hydro ............................................... 98,381.72 Wind ................................................ 63,588.62 Distillate Fuel Oil ............................... 25,030.22 Residual Fuel Oil ............................... 18,401.80 Solar ................................................ 10,595.40 Wood ................................................. 4,988.27 Wood Waste Liquids ............................ 4,790.95 Geothermal ........................................ 3,869.45 Petroleum Coke ................................. 2,774.20 Waste ................................................ 2,697.75 Landfill Gas ........................................ 2,561.60 Kerosene ............................................ 2,185.70 Other Gas ........................................... 2,042.80 Waste Heat ......................................... 1,131.11 Blast Furnace Gas .................................. 929.60 Jet Fuel Oil ............................................ 537.94 Purchased Steam................................... 419.40 Agricultural Byproduct ............................ 392.50 Other .................................................... 383.24 Biomass Gas ......................................... 354.51 Biomass Solid ........................................ 220.86 Biomass Liquid ...................................... 126.69 Oil Other................................................ 119.91 Biomass Other ........................................... 5.96 Multi-fuel................................................... 4.00 Propane .................................................... 1.63 Total America’s Electricity Generation Capacity 2015 Update 1,168,320.63 Share ...............41.88% ...............27.81% .................9.21% .................8.42% .................5.44% .................2.14% .................1.58% .................0.91% .................0.43% .................0.41% .................0.33% .................0.24% .................0.23% .................0.22% .................0.19% .................0.17% .................0.10% .................0.08% .................0.05% .................0.04% .................0.03% .................0.03% .................0.03% .................0.02% .................0.01% .................0.01% .................0.00% .................0.00% .................0.00% 100.00% 1 TABLE 1.2 shows how America’s current generation capacity is distributed through the various regions defined by the North American Electric Reliability Corporation. TABLE 1.2 2015 Current Electricity Generation Capacity, by Region Region* Nameplate Capacity (MW) SERC ............................................. 300,748.59 RFC................................................ 248,602.41 WECC ............................................ 224,848.06 ERCOT ........................................... 101,404.30 NPCC ............................................... 82,326.60 SPP.................................................. 72,112.04 MRO ................................................ 66,759.84 FRCC ............................................... 65,696.33 HCC ................................................... 2,923.05 ASCC ................................................. 2,899.41 Total * Regions Defined by NERC Share .................25.7% .................21.3% .................19.2% ...................8.7% ...................7.0% ...................6.2% ...................5.7% ...................5.6% ...................0.3% ...................0.2% 1,168,320.63 America’s Electricity Generation Capacity 2015 Update ASCC: Alaska Systems Coordinating Council (not shown on map) FRCC: Florida Reliability Coordinating Council HCC: Hawaii Coordinating Council (not shown on map) NPCC: Northeast Power Coordinating Council MRO: Midwest Reliability Organization RFC: Reliability First Corporation SERC: Southeastern Electric Reliability Council SPP: Southwest Power Pool TRE: Texas Reliability Entity WECC: Western Electricity Coordinating Council 100.0% 2 As seen in TABLE 1.3, over 177,000 MW of current generation capacity was added between 2008 and 2014. Nearly three-quarters of this new capacity is fueled by natural gas or wind, with another 12 percent coming from coal. TABLE 1.3 Generation Capacity Additions, 2008 – 2014 Nameplate Share Capacity (MW) Natural Gas ...................................... 74,874.56 ..................42.2% Wind ................................................ 56,641.15 ..................31.9% Coal ................................................. 20,557.70 ..................11.6% Solar ................................................ 11,087.53 ....................6.2% Hydro ................................................. 5,962.82 ....................3.4% Wood ................................................. 1,420.47 ....................0.8% Landfill Gas ........................................ 1,136.34 ....................0.6% Petroleum Coke .................................. 1,048.20 ....................0.6% Other Gas ........................................... 1,020.10 ....................0.6% Geothermal............................................ 787.29 ....................0.4% Distillate Fuel Oil .................................... 753.22 ....................0.4% Waste Heat ............................................ 501.29 ....................0.3% Wood Waste Liquid ................................ 478.30 ....................0.3% Kerosene ............................................... 440.00 ....................0.2% Blast Furnace Gas .................................. 171.00 ....................0.1% Biomass Gas ......................................... 165.67 ....................0.1% Biomass Solid ........................................ 124.98 ....................0.1% Biomass Liquid ...................................... 124.09 ....................0.1% Residual Fuel Oil ...................................... 42.00 ....................0.0% Waste ................................................... 36.10 ....................0.0% Agricultural Byproduct .............................. 23.02 ....................0.0% Other .................................................... 10.70 ....................0.0% Biomass Other ......................................... 10.56 ....................0.0% Other Oil.................................................... 9.20 ....................0.0% Jet Fuel .................................................... 5.20 ....................0.0% Propane .................................................... 1.63 ....................0.0% Purchased Steam....................................... 1.00 ....................0.0% Other 4.7% Primary Fuel Type Total Solar 6.2% Natural Gas 42.2% Wind 31.9% Coal 11.6% Hydro 3.4% 177,434.11 America’s Electricity Generation Capacity 2015 Update 3 TABLE 1.4 shows that in 2014 alone, over 17,000 MW of generation began operating, with natural gas, wind, and solar accounting for 83 percent of the new capacity. TABLE 1.4 Generation Capacity Additions, 2014 Primary Fuel Type Nameplate Share Capacity (MW) Natural Gas ........................................ 6,651.87 ..................38.2% Wind .................................................. 4,932.94 ..................28.4% Solar .................................................. 2,865.74 ..................16.5% Hydro ................................................. 1,397.00 ....................8.0% Other Gas .............................................. 839.80 ....................4.8% Coal ...................................................... 266.20 ....................1.5% Wood .................................................... 111.50 ....................0.6% Landfill Gas ............................................. 92.61 ....................0.5% Geothermal.............................................. 84.50 ....................0.5% Wood Waste Liquids ................................. 80.60 ....................0.5% Distillate Fuel Oil ...................................... 48.05 ....................0.3% Biomass Gas ........................................... 10.15 ....................0.1% Other ...................................................... 6.50 ....................0.0% Waste Heat ................................................ 5.00 ....................0.0% Biomass Other ........................................... 2.80 ....................0.0% Biomass Solid ............................................ 1.30 ....................0.0% Purchased Steam....................................... 1.00 ....................0.0% Total 17,397.57 America’s Electricity Generation Capacity 2015 Update Other 7.4% Solar 16.5% Natural Gas 38.2% Wind 28.4% Hydro 8% Coal 1.5% 100.0% 4 FIGURE 1.1 shows capacity additions between 2008 and 2014, with the fuel mix installed. With the exception of 2012, natural gas has been the leading fuel source added each year, and often by a fairly wide margin. Of note is the growth in solar capacity added —from 80 MW in 2008 to 2,866 MW in 2014. FIGURE 1.1 New Generation Installed, 2008-2014 New Generation Installed, 2008-2014 40,000 35,000 MW Capacity 30,000 Other 25,000 Hydro 20,000 Solar Coal 15,000 Wind 10,000 Natural Gas 5,000 0 2008 2009 2010 America’s Electricity Generation Capacity 2015 Update 2011 2012 2013 2014 5 Section 2 Future Generating Capacity: Fuel Mix Tables 2.1 – 2.4 show the fuel makeup of America’s future generation capacity. TABLE 2.1 shows the sources for the 43,551 MW of generation capacity under construction. Natural gas and wind account for over three-quarters of the capacity under construction. Three major nuclear operations in the Southeast account for all nuclear capacity under construction. TABLE 2.1 Plants Under Construction, Fuel Type Other 1.9% Solar 6.5% Natural Gas 43% Wind 33.7% Nuclear 13.2% Hydro 1% Coal 0.7% Primary Fuel Type Capacity (MW) Share Natural Gas ...................................... 18,741.69 ..................43.0% Wind ................................................ 14,685.70 ..................33.7% Nuclear .............................................. 5,737.90 ..................13.2% Solar .................................................. 2,847.65 ....................6.5% Hydro .................................................... 428.68 ....................1.0% Coal ...................................................... 320.00 ....................0.7% Waste ................................................... 278.20 ....................0.6% Other ................................................. 105.00 ....................0.2% Wood ...................................................... 88.56 ....................0.2% Biomass Solid .......................................... 77.50 ....................0.2% Wood Waste Liquids ................................. 62.00 ....................0.1% Distillate Fuel Oil ...................................... 37.50 ....................0.1% Waste Heat .............................................. 37.23 ....................0.1% Landfill Gas ............................................. 33.30 ....................0.1% Geothermal.............................................. 30.18 ....................0.1% Other Gas ................................................ 17.00 ....................0.0% Refuse .................................................... 15.79 ....................0.0% Biomass Gas ............................................. 5.60 ....................0.0% Biomass Other ........................................... 1.60 ....................0.0% Total America’s Electricity Generation Capacity 2015 Update 43,551.06 100.0% 6 TABLE 2.2 shows the fuel makeup for plants that have received permits to construct 48,551 MW of capacity overall but that have not yet started construction. Natural gas is the leading resource choice for permitted plants, accounting for over half of the new capacity. Wind is second and accounts for nearly a quarter of potential capacity. TABLE 2.3 shows the fuel mix for the 79,622 MW of capacity awaiting approval of applications. Natural gas is the leading resource choice, accounting for over 40 percent of the capacity. Solar is second, accounting for 19 percent of the capacity. TABLE 2.2 TABLE 2.3 Permitted Plants, Fuel Type Pending Application Plants, Fuel Type Primary Fuel Type Capacity (MW) Share Natural Gas ...................................... 25,024.50 ..................51.5% Wind ................................................ 11,901.28 ..................24.5% Solar .................................................. 6,517.65 ..................13.4% Coal ................................................... 2,855.00 ....................5.9% Geothermal............................................ 740.90 ....................1.5% Other .................................................... 587.00 ....................1.2% Hydro .................................................... 477.74 ....................1.0% Wood .................................................... 298.90 ....................0.6% Biomass Gas ........................................... 50.00 ....................0.1% Agricultural Byproduct .............................. 49.90 ....................0.1% Distillate Fuel Oil ...................................... 26.00 ....................0.1% Waste ..................................................... 12.00 ....................0.0% Landfill Gas ............................................. 10.31 ....................0.0% Primary Fuel Type Capacity (MW) Share Natural Gas ...................................... 32,246.37 ..................40.5% Solar ................................................ 15,269.13 ..................19.2% Nuclear ............................................ 12,516.00 ..................15.7% Wind ................................................ 11,067.91 ..................13.9% Hydro ................................................. 5,923.00 ....................7.4% Coal ................................................... 1,417.00 ....................1.8% Geothermal............................................ 408.00 ....................0.5% Waste Heat ............................................ 361.00 ....................0.5% Wood .................................................... 194.30 ....................0.2% Waste ..................................................... 69.80 ....................0.1% Liquefied Natural Gas ............................... 50.63 ....................0.1% Agricultural Byproduct .............................. 50.00 ....................0.1% Landfill Gas ............................................. 33.33 ....................0.0% Distillate Fuel Oil ...................................... 11.00 ....................0.0% Biomass Solid ............................................ 5.00 ....................0.0% Total 48,551.18 100.0% Total America’s Electricity Generation Capacity 2015 Update 79,622.47 100.0% 7 TABLE 2.4 shows the resource mix for the 200,273 MW of capacity still in the planning stages. This is the earliest and most uncertain stage of development, and includes units that are least likely to be built. Wind power accounts for approximately one-third of planned capacity with natural gas, hydro, and solar accounting for the bulk of the remaining capacity. TABLE 2.4 Proposed Plants, Fuel Type Primary Fuel Type Capacity (MW) Share Wind ................................................ 65,986.98 ..................32.9% Natural Gas ...................................... 44,194.86 ..................22.1% Hydro ............................................... 33,919.32 ..................16.9% Solar ................................................ 30,292.19 ..................15.1% Nuclear ............................................ 15,955.00 ....................8.0% Coal ................................................... 4,545.00 ....................2.3% Geothermal......................................... 1,834.70 ....................0.9% Wood ................................................. 1,019.48 ....................0.5% Residual Fuel Oil .................................... 632.40 ....................0.3% Blast Furnace Gas .................................. 600.00 ....................0.3% Other .................................................... 338.59 ....................0.2% Waste ................................................... 282.80 ....................0.1% Landfill Gas ........................................... 163.14 ....................0.1% Biomass Solid ........................................ 128.63 ....................0.1% Waste Heat ............................................ 120.00 ....................0.1% Biomass Gas ........................................... 63.92 ....................0.0% Jet Fuel ................................................... 60.00 ....................0.0% Distillate Fuel Oil ...................................... 53.95 ....................0.0% Biomass Other ......................................... 53.60 ....................0.0% Agricultural Byproduct .............................. 19.44 ....................0.0% Biomass Liquid .......................................... 9.00 ....................0.0% Total 200,272.98 America’s Electricity Generation Capacity 2015 Update Other 2.7% Solar 15.1% Wind 32.9% Natural Gas 22.1% Coal 2.3% Nuclear 8% Hydro 16.9% 100.0% 8 Section 3 Future Generating Capacity: Development Stages FIGURE 3.1 tracks the major fuel sources in each stage of development. Natural gas is the dominant fuel choice in the first three stages — under construction, permitted, and pending application. Wind becomes dominant in the proposed capacity stage. Figure 1 also shows that the resource mix is more balanced in the earlier stages of development. FIGURE 3.1 Share of Fuel Type: Stage of Development, 2015 Share of Fuel Type: Stage of Development, 2015 60% Percent Share 50% Coal Natural Gas 40% Nuclear 30% Wind Hydro 20% Solar 10% Other 0% Under Construc5on Permi9ed America’s Electricity Generation Capacity 2015 Update Pending Applica5on Proposed 9 FIGURES 3.2 – 3.5 demonstrate how the fuel mix outlook has changed from 2007 to 2015. FIGURE 3.2 shows the capacity under construction. The most notable development is the steep decline in coal under construction — from over 40 percent in 2009 to just above 1 percent in 2014. Wind capacity under construction has increased from 12 percent in 2007 to over 34 percent in 2015. Natural gas has been by far the most popular resource in the under construction category from 2007 to 2015. FIGURE 3.2 Share of Fuel Type: Plants Under Construction, 2007-2015 Figure 3.2 Share of Fuel Type: Plants Under Construction, 2007-2015 Coal Percent Share 50% Natural Gas 40% Nuclear 30% Wind 20% Hydro 10% Solar Other 0% 2007 2008 2009 2010 America’s Electricity Generation Capacity 2015 Update 2011 2012 2013 2014 2015 10 FIGURES 3.3 – 3.4 track fuel types in the permitted and pending application categories, which show some major fluctuations in the first few years and then become relatively steady. Coal has declined precipitously — from 50 percent to 6 percent in the permitted category, and from 48 percent to 2 percent in the application pending category. FIGURE 3.3 Share of Fuel Type: Permitted Plants, 2007-2015 Figure 3.3 Share of Fuel Type: Permitted Plants, 2007-2015 60% Percent Share 50% Coal Natural Gas 40% Nuclear 30% Wind Hydro 20% Solar 10% Other 0% 2007 2008 2009 2010 America’s Electricity Generation Capacity 2015 Update 2011 2012 2013 2014 2015 11 As seen in FIGURE 3.4, the fuel mix in the application pending category varies most widely, with different fuels like wind, solar, and nuclear emerging in recent years. FIGURE 3.4 Share of Fuel Type: Application Pending, 2007-2015 America’s Electricity Generation Capacity 2015 Update 12 FIGURE 3.5 shows the steep decline in coal for proposed plants, paralleled by the growth in wind, solar, and natural gas. FIGURE 3.5 Share of Fuel Type: Proposed Plants, 2007-2015 Figure 3.5 Share of Fuel Type: Proposed Plants, 2007-2015 50% Percent Share 40% Coal Natural Gas 30% Nuclear Wind 20% Hydro Solar 10% Other 0% 2007 2008 2009 2010 America’s Electricity Generation Capacity 2015 Update 2011 2012 2013 2014 2015 13 Section 4 Future Generating Capacity: Regional Mix TABLES 4.1 – 4.4 show where the new plants are being built or planned for construction by North American Electric Reliability Corporation regions. (See Appendix 1 for definition of regions and included states and Appendix 2 for the fuel mix for each region.) TABLE 4.1 shows that four regions account for roughly three-quarters of the capacity under construction. TABLE 4.1 Plants Under Construction, by Region Region* Capacity (MW) Share SERC ................................................. 9,046.83 ..................20.8% RFC.................................................... 8,049.93 ..................18.5% WECC ................................................ 7,786.19 ..................17.9% ERCOT ............................................... 7,236.29 ..................16.6% SPP.................................................... 4,348.25 ..................10.0% MRO .................................................. 3,748.10 ....................8.6% FRCC ................................................. 2,591.03 ....................5.9% ASCC .................................................... 333.50 ....................0.8% NPCC .................................................... 329.80 ....................0.8% HCC ........................................................ 81.14 ....................0.2% Total 43,551.06 100.0% * Regions Defined by NERC ASCC: Alaska Systems Coordinating Council (not shown on map) FRCC: Florida Reliability Coordinating Council HCC: Hawaii Coordinating Council (not shown on map) NPCC: Northeast Power Coordinating Council MRO: Midwest Reliability Organization RFC: Reliability First Corporation SERC: Southeastern Electric Reliability Council SPP: Southwest Power Pool TRE: Texas Reliability Entity WECC: Western Electricity Coordinating Council America’s Electricity Generation Capacity 2015 Update 14 TABLE 4.2 shows that the Western Electricity Coordinating Council region has over 30 percent of the permitted capacity. TABLE 4.2 Permitted Plants, by Region Region* Capacity (MW) Share WECC .............................................. 17,142.83 ..................35.3% ERCOT ............................................. 12,027.60 ..................24.8% RFC.................................................... 4,974.50 ..................10.2% SERC ................................................. 4,429.67 ....................9.1% NPCC ................................................. 4,368.97 ....................9.0% MRO .................................................. 2,549.40 ....................5.3% SPP.................................................... 2,093.80 ....................4.3% FRCC .................................................... 593.00 ....................1.2% ASCC .................................................... 339.70 ....................0.7% HCC ........................................................ 31.72 ....................0.1% Total 48,551.19 100.0% * Regions Defined by NERC ASCC: Alaska Systems Coordinating Council (not shown on map) FRCC: Florida Reliability Coordinating Council HCC: Hawaii Coordinating Council (not shown on map) NPCC: Northeast Power Coordinating Council MRO: Midwest Reliability Organization RFC: Reliability First Corporation SERC: Southeastern Electric Reliability Council SPP: Southwest Power Pool TRE: Texas Reliability Entity WECC: Western Electricity Coordinating Council America’s Electricity Generation Capacity 2015 Update 15 TABLES 4.3 and 4.4 show plants in the pending application and proposed categories, in both of which WECC has far more potential capacity than any other region. TABLE 4.3 TABLE 4.4 Pending Application Plants, by Region Proposed Plants, by Region Region* Capacity (MW) Share WECC .............................................. 34,329.53 ..................43.1% ERCOT ............................................. 17,377.22 ..................21.8% RFC.................................................. 12,415.60 ..................15.6% SERC ................................................. 6,856.88 ....................8.6% NPCC ................................................. 4,002.67 ....................5.0% FRCC ................................................. 3,060.00 ....................3.8% MRO .................................................. 1,052.04 ....................1.3% SPP....................................................... 261.80 ....................0.3% HCC ...................................................... 197.93 ....................0.2% ASCC ...................................................... 68.80 ....................0.1% Total 79,622.47 Region* Capacity (MW) Share WECC .............................................. 85,699.61 ..................42.8% RFC.................................................. 29,539.95 ..................14.7% SERC ............................................... 24,666.25 ..................12.3% MRO ................................................ 15,977.90 ....................8.0% ERCOT ............................................. 14,445.20 ....................7.2% SPP.................................................. 11,611.20 ....................5.8% NPCC ................................................. 8,893.43 ....................4.4% FRCC ................................................. 5,238.92 ....................2.6% ASCC ................................................. 3,505.04 ....................1.8% HCC ...................................................... 695.48 ....................0.3% Total 200,272.98 100.0% 100.0% * Regions Defined by NERC ASCC: Alaska Systems Coordinating Council (not shown on map) FRCC: Florida Reliability Coordinating Council HCC: Hawaii Coordinating Council (not shown on map) NPCC: Northeast Power Coordinating Council MRO: Midwest Reliability Organization RFC: Reliability First Corporation SERC: Southeastern Electric Reliability Council SPP: Southwest Power Pool TRE: Texas Reliability Entity WECC: Western Electricity Coordinating Council America’s Electricity Generation Capacity 2015 Update 16 TABLES 4.5 and 4.6 show the fuels of choice for proposed capacity by development stage. As seen in TABLE 4.5, for plants most certain to be built — those already under construction or permitted — natural gas and wind account for over 76 percent of the capacity, with solar contributing another 10 percent. TABLE 4.5 Plants Under Construction and Permitted, by Fuel Type Primary Fuel Type Capacity (MW) Share Natural Gas ...................................... 43,766.19 ..................47.5% Wind ................................................ 26,586.98 ..................28.9% Solar .................................................. 9,365.29 ..................10.2% Nuclear .............................................. 5,737.90 ....................6.2% Coal ................................................... 3,175.00 ....................3.4% Hydro .................................................... 906.42 ....................1.0% Geothermal............................................ 771.08 ....................0.8% Other .................................................... 692.00 ....................0.8% Wood .................................................... 387.46 ....................0.4% Waste ................................................... 290.20 ....................0.3% Biomass Solid .......................................... 77.50 ....................0.1% Distillate Fuel Oil ...................................... 63.50 ....................0.1% Wood Waste Liquids ................................. 62.00 ....................0.1% Biomass Gas ........................................... 55.60 ....................0.1% Agricultural Byproduct .............................. 49.90 ....................0.1% Landfill Gas ............................................. 43.61 ....................0.0% Waste Heat .............................................. 37.23 ....................0.0% Other Gas ................................................ 17.00 ....................0.0% Refuse .................................................... 15.79 ....................0.0% Biomass Other ........................................... 1.60 ....................0.0% Total 92,102.24 Other 2.8% Solar 10.2% Natural Gas 47.5% Wind 28.9% Hydro 1% Nuclear 6.2% Coal 3.4% 100.0% Nearly half of the capacity under construction and permitted is in WECC and Electric Reliability Council of Texas regions, with another 28.7 percent in Reliability First Corporation and Southeastern Electric Reliability Council regions. Natural gas is the primary resource in the ERCOT and RFC regions as well as in the Florida Reliability Coordinating Council and Northeast Power Coordinating Council regions. In each of these four regions, natural gas accounts for at least two-thirds of future capacity. There is a general increase in planned solar capacity. Just under 88 percent of solar capacity in the permitted and under construction stages is located in the WECC region. Four regions account for nearly 85 percent of new wind capacity — ERCOT and WECC as well as the Midwest Reliability Organization and Southwest Power Pool regions. America’s Electricity Generation Capacity 2015 Update 17 As seen in TABLE 4.6, for plants in the more distant future — those that are proposed or pending application — the fuel mix tends more toward wind and other renewable resources, compared to plants that are scheduled to come online in the near future. There is almost as much natural gas capacity as wind in these stages. TABLE 4.6 Proposed and Application Pending Plants, by Fuel Type Primary Fuel Type Capacity (MW) Share Wind ................................................ 77,054.89 ..................27.5% Natural Gas ...................................... 76,441.23 ..................27.3% Solar ................................................ 45,561.32 ..................16.3% Hydro ............................................... 39,842.31 ..................14.2% Nuclear ............................................ 28,471.00 ..................10.2% Coal ................................................... 5,962.00 ....................2.1% Geothermal......................................... 2,242.70 ....................0.8% Wood ................................................. 1,213.78 ....................0.4% Residual Fuel Oil .................................... 632.40 ....................0.2% Blast Furnace Gas .................................. 600.00 ....................0.2% Waste Heat ............................................ 481.00 ....................0.2% Waste ................................................... 352.60 ....................0.1% Other .................................................... 338.59 ....................0.1% Landfill Gas ........................................... 196.47 ....................0.1% Biomass Solid ........................................ 133.63 ....................0.0% Distillate Fuel Oil ...................................... 64.95 ....................0.0% Biomass Gas ........................................... 63.92 ....................0.0% Agricultural Byproduct .............................. 63.14 ....................0.0% Jet Fuel ................................................... 60.00 ....................0.0% Biomass Other ......................................... 53.60 ....................0.0% Liquefied Natural Gas ............................... 50.63 ....................0.0% Biomass Liquid .......................................... 9.00 ....................0.0% Total 279,889.15 Other 2.4% Solar 16.3% Natural Gas 27.3% Wind 27.5% Nuclear 10.2% Coal 2.1% Hydro 14.2% 100.0% Wind is slated to account for twenty percent or more of new capacity in all but the Alaska and Florida regions and is the leading resource in four regions. Nearly 83 percent of the proposed or application pending solar capacity is located in WECC, a region that accounts for much of the future renewable capacity, and for nearly half of all capacity in the proposed and application pending stages. Other forms of renewable energy, particularly wood, waste, and waste heat, are more dispersed through the various regions. America’s Electricity Generation Capacity 2015 Update 18 Section 5 Future Generating Capacity: Ownership Type TABLE 5.1 shows that for plants under construction, most of the capacity is owned by non-utility generators, while regulated utilities collectively account for over 40 percent of the capacity. Analysis of future generation capacity by ownership is summarized in Tables 5.1 – 5.4. TABLE 5.1 Plants Under Construction, by Ownership Investor Owned 25.4% Non-utility Generators 58.9% Public Power 10.6% Federal 3% Co-op 2.2% Public Power 2.4% Co-op 3.9% Investor Owned 4.5% Non-utility Generators 89.1% America’s Electricity Generation Capacity 2015 Update Utility Type Capacity (MW) Share Investor Owned ................................. 11,052.99 ..................25.4% Public Power ...................................... 4,597.56 ..................10.6% Federal............................................... 1,290.40 ....................3.0% Co-op.................................................... 979.18 ....................2.2% Regulated Total .............................. 17,920.13 ..................41.1% Non-utility Generators ....................... 25,630.93 ..................58.9% Total 43,551.06 100.0% TABLE 5.2 Permitted Plants, by Ownership Ownership Capacity (MW) Share Investor Owned .................................. 2,172.67 ...................4.5% Co-op................................................. 1,915.00 ...................3.9% Public Power ...................................... 1,179.60 ...................2.4% Federal.................................................... 15.00 ...................0.0% Regulated Total ................................ 5,282.27 ..................10.9% Non-utility Generators ....................... 43,268.92 ..................89.1% Total 48,551.19 100.0% 19 TABLES 5.2 – 5.4 show that non-utility generators account for significant capacity in the earlier stages of development. Of note in TABLE 5.4 is that for proposed plants, generation owned by public power has the largest share of capacity among utilities. TABLE 5.3 TABLE 5.4 Pending Application Plants, by Ownership Proposed Plants, by Ownership Ownership Capacity (MW) Investor Owned ................................... 9,368.13 Co-op................................................. 2,148.47 Public Power ...................................... 1,571.59 Federal.................................................... 11.00 Regulated Total .............................. 13,099.20 Non-utility Generators ....................... 66,523.28 Total Share .................14.1% ...................3.2% ...................2.4% ...................0.0% .................16.5% .................83.5% 79,622.47 Investor Owned 14.1% Ownership Capacity (MW) Public Power .................................... 12,375.95 Investor Owned ................................. 10,897.47 Federal............................................... 4,940.50 Co-op................................................. 2,869.67 Regulated Total .............................. 31,083.59 Non-utility Generators ..................... 169,189.40 Total 200,272.98 Share ...................6.2% ...................5.4% ...................2.5% ...................1.4% .................15.5% .................84.5% 100.0% 100.0% Public Power 2.4% Co-op 3.2% Non-utility Generators 83.5% America’s Electricity Generation Capacity 2015 Update Investor Owned 5.4% Public Power 6.2% Federal 2.5% Co-op 1.4% Non-utility Generators 84.5% 20 Section 6 Generating Capacity: Retirements and Cancellations TABLES 6.1 and 6.2 show generation capacity retirements by fuel type between 2008 and 2014, when just over 66,000 MW of capacity was retired. Over 77 percent of this retired capacity was natural gas or coal, and 14 percent was oil. More than 84 percent of the retired natural gas capacity used steam turbines. TABLE 6.1 Retired Plants by Fuel Type, 2008-2014 Wind 0.2% Hydro 1.4% Nuclear 5.7% Other 15.9% Natural Gas 35.2% Coal 41.6% Primary Fuel Type Capacity (MW) Share Coal ................................................. 27,717.50 ..................41.6% Natural Gas ...................................... 23,487.80 ..................35.2% Residual Fuel Oil ................................. 6,308.10 ....................9.5% Nuclear .............................................. 3,781.47 ....................5.7% Distillate Fuel Oil ................................. 3,022.79 ....................4.5% Hydro .................................................... 938.25 ....................1.4% Petroleum Coke ..................................... 323.50 ....................0.5% Wood Waste Liquid ................................ 187.30 ....................0.3% Blast Furnace Gas .................................. 171.20 ....................0.3% Wood .................................................. 166.80 ....................0.3% Landfill Gas ........................................... 150.20 ....................0.2% Wind ..................................................... 133.60 ....................0.2% Other .................................................... 67.00 ....................0.1% Waste ..................................................... 44.70 ....................0.1% Geothermal.............................................. 40.20 ....................0.1% Other Gas ................................................ 37.50 ....................0.1% Purchased Steam..................................... 37.00 ....................0.1% Jet Fuel ................................................... 17.40 ....................0.0% Biomass Liquid ........................................ 15.80 ....................0.0% Biomass Gas ............................................. 7.00 ....................0.0% Solar ......................................................... 3.50 ....................0.0% Other Oil.................................................... 3.00 ....................0.0% Total America’s Electricity Generation Capacity 2015 Update 66,661.61 100.0% 21 More than 7,000 MW of capacity was retired in 2014 alone, of which coal accounted for over 60 percent. Over 54,000 MW of current operating capacity is scheduled to retire by 2020, two-thirds of which is coal. Almost all planned natural gas retirements are powered by steam or gas combustion turbines. TABLE 6.3 reflects planned retirements that have been publicly announced. TABLE 6.2 TABLE 6.3 Retired Plants by Fuel Type, 2014 Planned Retirements to 2020, by Fuel Type Primary Fuel Capacity (MW) Coal ................................................... 4,509.60 Natural Gas ........................................ 1,534.30 Residual Fuel Oil .................................... 490.50 Distillate Fuel Oil .................................... 254.95 Hydro .................................................... 212.50 Petroleum Coke ..................................... 184.00 Wood Waste Liquids ................................. 88.70 Wind ....................................................... 63.60 Landfill Gas ............................................. 10.60 Jet Fuel ..................................................... 1.20 Total Share .................61.4% .................20.9% ...................6.7% ...................3.5% ...................2.9% ...................2.5% ...................1.2% ...................0.9% ...................0.1% ...................0.0% 7,349.95 100.0% Primary Fuel Type Capacity (MW) Coal ................................................. 35,419.20 Natural Gas ...................................... 13,987.30 Residual Fuel Oil ................................. 1,465.20 Distillate Fuel Oil ................................. 1,240.70 Hydro ................................................. 1,018.00 Nuclear ................................................. 550.00 Kerosene ............................................... 418.50 Wind ..................................................... 279.35 Landfill Gas ............................................. 22.30 Biomass Gas ............................................. 3.50 Total % Planned Retirement Capacity .................65.1% .................25.7% ...................2.7% ...................2.3% ...................1.9% ...................1.0% ...................0.8% ...................0.5% ...................0.0% ...................0.0% 54,404.05 100.0% Other Wind Hydro 0.5% 5.8% 1.9% Nuclear 1% Natural Gas 25.7% Coal 65.1% s America’s Electricity Generation Capacity 2015 Update 22 More than 52,000 MW of planned capacity additions was canceled in 2014, nearly triple the amount of capacity added to the grid. Wind and solar constituted 84 percent of this canceled capacity. TABLE 6.4 Plant Cancellations, 2014 Primary Fuel Type Nameplate Share Capacity (MW) Wind ................................................ 28,226.05 ..................54.0% Solar ................................................ 15,749.02 ..................30.1% Natural Gas ........................................ 3,404.77 ....................6.5% Hydro ................................................. 2,820.42 ....................5.4% Geothermal............................................ 902.00 ....................1.7% Coal ...................................................... 478.50 ....................0.9% Waste ................................................... 262.80 ....................0.5% Wood .................................................... 242.60 ....................0.5% Landfill Gas ............................................. 81.44 ....................0.2% Biomass Gas ........................................... 49.00 ....................0.1% Other Gas ................................................ 10.00 ....................0.0% Biomass Solid ............................................ 8.60 ....................0.0% Distillate Fuel Oil ........................................ 2.98 ....................0.0% Total 52,238.16 America’s Electricity Generation Capacity 2015 Update 100.0% 23 Since 2008, nearly 378,000 MW of planned capacity additions were ultimately canceled, more than double the amount that was actually added. Wind represents one-third of this canceled capacity. Nearly equal shares of coal, natural gas, hydro, and solar were also canceled during this time. TABLE 6.5 Plant Cancellations, 2008-2014 Nameplate Share Capacity (MW) Wind 124,583.27 33.0% Coal ................................................. 55,838.50 ..................14.8% Natural Gas ...................................... 54,026.96 ..................14.3% Hydro ............................................... 53,542.85 ..................14.2% Solar ................................................ 50,870.05 ..................13.5% Nuclear ............................................ 23,130.00 ....................6.1% Petroleum Coke .................................. 5,060.20 ....................1.3% Wood ................................................. 3,540.03 ....................0.9% Geothermal......................................... 1,700.00 ....................0.4% Other Gas ........................................... 1,646.00 ....................0.4% Biomass Gas ...................................... 1,198.05 ....................0.3% Waste ................................................... 716.30 ....................0.2% Other .................................................. 681.20 ....................0.2% Biomass Gas ......................................... 469.60 ....................0.1% Landfill Gas ........................................... 327.52 ....................0.1% Agricultural Byproduct ............................ 280.32 ....................0.1% Waste Heat ............................................ 125.80 ....................0.0% Biomass Gas ........................................... 96.04 ....................0.0% Kerosene ................................................. 49.20 ....................0.0% Biomass Other ......................................... 30.00 ....................0.0% Distillate Fuel Oil ...................................... 21.98 ....................0.0% Wood Waste Liquids ................................... 3.80 ....................0.0% Other 4.1% Primary Fuel Type Total 377,937.66 America’s Electricity Generation Capacity 2015 Update Solar 13.5% Natural Gas 14.3% Coal 14.8% Wind 33% Nuclear 6.1% Hydro 14.2% 100.0% 24 FIGURE 6.1 shows additions, cancellations, and retirements from 2008 to 2014. Natural gas is the only resource for which additions outnumber cancellations. For all other resources, far more capacity was cancelled than was added. FIGURE 6.1 Additions, Cancellations, and Retirements, 2008-2014 America’s Electricity Generation Capacity 2015 Update 25 Impending environmental regulations have made coal capacity especially vulnerable to retirements, with nearly 37 gigawatts of existing capacity likely to retire by 2020.1 Some states have much more coal capacity at risk than others. Table 6.6 shows current coal capacity and planned retirements and additions in each state. In several states with large amounts of planned retirements, there is not a corresponding amount of capacity currently under construction or permitted. Conversely, several states have much more capacity under development than facing retirement. TABLE 6.6 compares coal to planned natural gas, wind, and total capacity additions. While natural gas additions will equal or exceed coal retirements in many states, added wind capacity will make up for coal retirements in other states. TABLE 6.6 Coal Retirements and Additions State Total Capacity (MW) Current Coal Capacity (MW) Anounced Coal Retirements (MW) Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota 34,408.63 2,899.41 31,554.59 16,789.69 80,610.12 16,884.84 9,821.67 3,255.94 10.80 68,510.13 42,111.66 3,027.45 4,987.74 51,822.09 30,858.83 17,263.00 15,607.03 25,028.54 29,400.63 4,843.89 13,676.60 14,788.18 33,485.33 17,933.74 11,797.20 113.50 6,690.80 5,287.00 238.70 5,705.10 400.00 442.40 0.00 11,361.70 13,444.20 203.00 18.90 17,355.80 20,688.80 7,168.41 5,384.80 17,822.70 3,764.30 0.00 5,139.20 1,160.30 12,339.90 5,353.90 Planned Coal Additions (MW) Planned Natural Gas Additions (MW) Planned Wind Additions (MW) 2,594.20 32.50 1,092.00 300.00 1,050.00 17.60 51.00 115.50 365.20 4,460.20 665.60 911.10 298.70 24.80 309.20 1,252.70 2,441.90 6.20 1,218.40 2,522.80 689.80 49.00 3,057.50 46.00 1,328.40 1,154.60 2,429.70 785.50 850.00 520.00 895.00 3,264.20 760.00 5.49 571.00 644.00 870.00 246.20 690.00 629.40 866.00 1,394.00 143.90 227.70 1,202.40 280.00 1,557.05 1,884.10 277.40 190.00 468.60 134.40 1,274.50 Total Planned Capacity Additions (MW) 62.00 673.20 2,010.30 1.80 10,933.99 1,114.30 27.26 309.20 3,184.03 4,105.76 112.86 817.19 1,820.66 937.00 2,482.05 3,026.30 968.80 629.40 282.40 1,219.00 1,958.36 279.34 1,274.50 continued on next page America’s Electricity Generation Capacity 2015 Update 26 TABLE 6.6 Coal Retirements and Additions (continued from page 26) State Total Capacity (MW) Current Coal Capacity (MW) Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Total 17,926.38 23,643.37 6,530.70 9,378.85 12,578.38 4,896.07 20,457.76 8,811.89 44,068.69 33,165.35 7,139.81 34,971.12 25,322.14 14,602.97 47,058.53 2,074.35 24,579.45 4,242.20 23,923.65 122,043.07 8,940.77 1,435.65 28,268.67 31,500.66 17,213.39 19,369.78 8,889.02 1,172,613.18 2,887.50 12,878.00 2,676.60 4,274.00 1,445.80 559.20 2,003.00 3,741.20 2,170.70 10,957.10 4,363.40 19,498.50 5,844.00 601.00 15,628.40 0.00 6,277.70 456.00 9,210.70 25,354.80 5,218.89 0.00 5,890.20 1,459.80 15,019.93 8,410.10 6,755.80 325,462.93 Anounced Coal Retirements (MW) Planned Coal Additions (MW) 365.10 Planned Natural Gas Additions (MW) Planned Wind Additions (MW) 27.60 240.00 303.90 200.10 8.55 73.50 294.80 50.00 2,105.00 924.00 204.50 40.00 2,128.00 475.00 90.00 2,754.00 103.00, 662.00 2,823.00 3,154.80 1,013.00 601.00 1,342.00 815.00 107.80 80.00 1,538.50 1,054.29 1,713.55 1,258.50 45.00 366.00 750.00 402.05 2,511.20 558.00 296.10 593.00 729.90 1,802.70 802.40 7.00 36,910.90 240.00 13,924.70 5.90 6,084.40 140.00 30.00 1,358.00 670 3,175.00 44,075.39 267.00 52.50 102.50 3,269.00 26,511.98 Total Planned Capacity Additions (MW) 31.51 255.00 303.90 1,915.20 8.55 2,171.80 904.07 2,300.85 1,035.18 1,628.50 3,811.69 1,816.55 2,227.07 2,924.10 45.23 3,019.00 402.05 1,303.50 21,186.09 545.90 76.12 1,391.70 417.00 110.50 102.50 3,939.00 92,102.24 This total includes 35,419 MW of announced coal retirements plus an additional 1,500 MW of coal capacity that Ventyx estimates is likely to retire based on certain criteria. This does not include unannounced retirements and other coal capacity vulnerable to retirement if more stringent regulations are put in place. 1 America’s Electricity Generation Capacity 2015 Update 27 TABLE 6.7 combines current operating capacity with planned capacity additions and retirements to demonstrate the shift in electricity generation in America by 2020. This table only includes plants permitted and under construction because proposed capacity is uncertain. Planned retirements and additions can and most likely will change. The table shows the continued prominence of natural gas-fired generation. Solar capacity does not require as much lead time to be developed as other fuels, so this table likely undercounts the amount of solar and wind capacity that will be online in the future. TABLE 6.7 Net Potential Generation Capacity by 2020 Primary Fuel Type Existing Nameplate Capacity in 2015 (MW) Percent Capacity in 2015 Planned Added Capacity (MW) Existing Plus Planned Added Capacity Planned Net Potential Retirements Cacpacity in by 2020 2020 (MW) (MW) Percent Increase in Capacity by 2020 Potential Percent Capacity in 2020 Natural Gas Coal Nuclear Hydro Wind Distillate Fuel Oil Oil Solar Wood Wood Waste Liquids Geothermal Petroleum Coke Waste Landfill Gas Kerosene Other Gas Waste Heat Blast Furnace Gas Jet Fuel Oil Purchased Steam Agricultural Byproduct Other Biomass Gas Biomass Solid 489,327.93 324,908.24 107,548.64 98,381.72 63,588.62 25,030.22 18,401.80 10,595.40 4,988.27 4,790.95 3,869.45 2,774.20 2,697.75 2,561.60 2,185.70 2,042.80 1,131.11 929.60 537.94 419.40 392.50 383.24 354.51 220.86 41.88% 27.81% 9.21% 8.42% 5.44% 2.14% 1.58% 0.91% 0.43% 0.41% 0.33% 0.24% 0.23% 0.22% 0.19% 0.17% 0.10% 0.08% 0.05% 0.04% 0.03% 0.03% 0.03% 0.02% 43,766.19 3,175.00 5,737.90 906.42 26,586.98 63.50 533,094.12 328,083.24 113,286.54 99,288.14 90,175.60 25,093.72 18,401.80 19,960.70 5,375.72 4,852.95 4,640.53 2,774.20 2,987.95 2,605.21 2,185.70 2,059.80 1,168.34 929.60 537.94 419.40 442.40 1,091.03 410.11 298.36 13,987.30 35,419.20 550.00 1,018.00 279.35 1,240.70 1,465.20 6.1% -9.9% 4.8% -0.1% 41.4% -4.7% -8.0% 88.4% 7.8% 1.3% 19.9% 0.0% 10.8% 0.8% -19.1% 0.8% 3.3% 0.0% 0.0% 0.0% 12.7% 184.7% 14.7% 35.1% 43.04% 24.27% 9.35% 8.15% 7.45% 1.98% 1.40% 1.66% 0.45% 0.40% 0.38% 0.23% 0.25% 0.21% 0.15% 0.17% 0.10% 0.08% 0.04% 0.03% 0.04% 0.09% 0.03% 0.02% 9,365.29 387.46 62.00 771.08 290.20 43.61 17.00 37.23 49.90 707.79 55.60 77.50 22.30 418.50 3.50 519,106.82 292,664.04 112,736.54 98,270.14 89,896.25 23,853.02 16,936.60 19,960.70 5,375.72 4,852.95 4,640.53 2,774.20 2,987.95 2,582.91 1,767.20 2,059.80 1,168.34 929.60 537.94 419.40 442.40 1,091.03 406.61 298.36 continued on page 29 America’s Electricity Generation Capacity 2015 Update 28 TABLE 6.7 Net Potential Generation Capacity by 2020 (continued from page 28) Primary Fuel Type Existing Nameplate Capacity in 2015 (MW) Percent Capacity in 2015 Biomass Liquid Oil Other Biomass Other MultiFuel Propane Total 126.69 119.91 5.96 4.00 1.63 1,168,320.63 0.01% 0.01% 0.00% 0.00% 0.00% 100.00% 2020 Potential Generation Capacity Planned Added Capacity (MW) 1.60 92,102.24 Solar 1.66% Wind 7.45% Existing Plus Planned Added Capacity Planned Net Potential Retirements Cacpacity in by 2020 2020 (MW) (MW) 126.69 119.91 7.56 4.00 1.63 1,260,422.87 126.69 119.91 7.56 4.00 1.63 1,206,018.82 54,404.05 Percent Increase in Capacity by 2020 Potential Percent Capacity in 2020 0.0% 0.0% 26.8% 0.0% 0.0% 3.2% 0.01% 0.01% 0.00% 0.00% 0.00% 100.00% Other 6.08% Hydro 8.15% Natural Gas 43.04% Nuclear 9.35% Coal 24.27% America’s Electricity Generation Capacity 2015 Update 29 Section 7 Conclusion The rate of new capacity additions has slowed over the past couple of years, but the trends in new capacity development have remained consistent. Natural gas continues to be the leading resource for current and future capacity, while wind and solar are making greater inroads into the nation’s overall electricity generation capacity. The data on cancellations and additions illustrates that while the overall capacity mix in the United States will change, it will do so at a gradual pace. Coal and other traditional forms of electric generation are being displaced by wind, solar, and other forms of renewable generation. Environmental regulations as well as the speed at which certain resources can be developed might spur more significant changes. However, the overall fuel mix five years hence will not be dramatically different from the current mix. America’s Electricity Generation Capacity 2015 Update 30 Appendix 1 Regions This report uses regions defined by the North American Electric Reliability Council: ASCC - Alaska Systems Coordinating Council (not shown on map) FRCC – Florida Reliability Coordinating Council HCC – Hawaii Coordinating Council (not shown on map) NPCC - Northeast Power Coordinating Council MRO – Midwest Reliability Organization RFC – Reliability First Corporation SERC - Southeastern Electric Reliability Council SPP – Southwest Power Pool TRE – Texas Reliability Entity* WECC - Western Electricity Coordinating Council * The Independent System Operator that operates the electric grid for nearly all of the state of Texas is the Electric Reliability Council of Texas (ERCOT), and is the name used for this region in the report. The Texas Reliability Entity (TRE) monitors and enforces compliance with reliability standards for NERC. America’s Electricity Generation Capacity 2015 Update 31 Appendix 2 Regional Fuel Mix Permitted Plants and Plants Under Construction: Fuel Mix by Region Region ASCC ERCOT Fuel Type Hydro Natural Gas Wind Distillate Fuel Oil Total Natural Gas Wind Other Coal Solar Wood Refuse Total Capacity (MW) Share of Region’s New Fuel Capacity Share of Selected Fuel’s Emerging Capacity 351.20 300.00 17.60 4.40 673.20 52.2% 44.6% 2.6% 0.7% 38.7% 0.7% 0.1% 6.9% 13,059.70 5,334.20 332.00 240.00 219.20 63.00 15.79 19,263.89 67.8% 27.7% 1.7% 1.2% 1.1% 0.3% 0.1% 29.8% 20.1% 48.0% 7.6% 2.3% 16.3% FRCC Natural Gas Waste Solar Waste Heat Biomass Solid Biomass Gas Total 2,955.00 95.00 76.50 35.03 18.50 4.00 3,184.03 92.8% 3.0% 2.4% 1.1% 0.6% 0.1% 6.8% 32.7% 0.8% 94.1% 23.9% 7.2% HCC Solar Biomass Solid Hydro Waste Wood Total 50.59 28.00 14.72 12.00 7.56 112.86 44.8% 24.8% 13.0% 10.6% 6.7% 0.5% 36.1% 1.6% 4.1% 1.9% MRO Wind Natural Gas Hydro Total 5,282.50 960.00 55.00 6,297.50 83.9% 15.2% 0.9% 19.9% 2.2% 6.1% continued on next page America’s Electricity Generation Capacity 2015 Update 32 Permitted Plants and Plants Under Construction: Fuel Mix by Region (continued from page 32) Region NPCC RFC SERC Fuel Type Capacity (MW) Share of Region’s New Fuel Capacity Share of Selected Fuel’s Emerging Capacity 3,522.00 962.15 99.63 72.00 21.99 21.00 4,698.77 75.0% 20.5% 2.1% 1.5% 0.5% 0.4% 8.0% 3.6% 1.1% 18.6% 2.4% 7.2% Natural Gas Wind Hydro Waste Solar Other Biomass Solid Distillate Fuel Oil Total 10,216.10 2,192.09 250.90 157.00 113.84 90.00 3.00 1.50 13,024.43 78.4% 16.8% 1.9% 1.2% 0.9% 0.7% 0.0% 0.0% 23.3% 8.2% 27.7% 54.1% 1.2% 13.0% 3.9% 2.4% Nuclear Natural Gas Coal Wind Solar Wood Hydro Wood Waste Liquid Biomass Gas Landfill Gas Biomass Solid Waste Biomass Other Total 5,737.90 5,139.00 850.00 697.50 598.18 149.00 119.12 62.00 50.00 39.01 28.00 5.20 1.60 13,476.51 42.6% 38.1% 6.3% 5.2% 4.4% 1.1% 0.9% 0.5% 0.4% 0.3% 0.2% 0.0% 0.0% 100.0% 11.7% 26.8% 2.6% 6.4% 38.5% 13.1% 100.0% 89.9% 89.5% 36.1% 1.8% 100.0% Natural Gas Wind Solar Wood Hydro Waste Total continued on next page America’s Electricity Generation Capacity 2015 Update 33 Permitted Plants and Plants Under Construction: Fuel Mix by Region (continued from page 33) Region SPP WECC Fuel Type Wind Coal Natural Gas Other Solar Total Solar Wind Natural Gas Coal Geothermal Wood Hydro Distillate Fuel Oil Agricultural Byproduct Other Gas Landfill Gas Waste Heat Biomass Gas Total Capacity (MW) Share of Region’s New Fuel Capacity Share of Selected Fuel’s Emerging Capacity 4,862.85 895.00 413.20 270.00 1.00 6,442.05 75.5% 13.9% 6.4% 4.2% 0.0% 18.3% 28.2% 0.9% 39.0% 0.0% 8,206.36 7,238.10 7,201.19 1,190.00 771.08 95.90 93.50 57.60 49.90 17.00 4.60 2.20 1.60 24,929.02 32.9% 29.0% 28.9% 4.8% 3.1% 0.4% 0.4% 0.2% 0.2% 0.1% 0.0% 0.0% 0.0% 87.6% 27.2% 16.5% 37.5% 100.0% 24.8% 10.3% 90.7% 100.0% 100.0% 10.5% 5.9% 2.9% America’s Electricity Generation Capacity 2015 Update 34 Proposed Plants and Plants Pending Application: Fuel Mix by Region Region Fuel Type Capacity (MW) Share of Region’s New Fuel Capacity Share of Selected Fuel’s Emerging Capacity ASCC Hydro Coal Geothermal Jet Fuel Wind Distillate Fuel Oil Total 3,239.24 120.00 110.00 60.00 41.60 3.00 3,573.84 90.6% 3.4% 3.1% 1.7% 1.2% 0.1% 8.1% 2.0% 4.9% 100.0% 0.1% 4.6% ERCOT Natural Gas Wind Nuclear Coal Solar Waste Heat Biomass Liquid Total 16,788.97 9,652.45 2,716.00 1,500.00 890.00 266.00 9.00 31,822.42 52.8% 30.3% 8.5% 4.7% 2.8% 0.8% 0.0% 22.0% 12.5% 9.5% 25.2% 2.0% 55.3% 100.0% 3,493.77 3,000.00 1,292.85 459.60 13.00 26.30 9.00 4.40 8,298.92 42.1% 36.1% 15.6% 5.5% 0.2% 0.3% 0.1% 0.1% 4.6% 10.5% 2.8% 37.9% 3.7% 0.1% 4.6% 1.3% 565.00 100.00 72.00 50.63 50.00 15.00 12.50 10.00 7.30 6.00 4.98 893.41 63.2% 11.2% 8.1% 5.7% 5.6% 1.7% 1.4% 1.1% 0.8% 0.7% 0.6% 0.7% 4.5% 0.2% 100.0% 79.2% 7.6% 0.0% 15.4% 2.1% 4.5% 0.4% FRCC HCC Natural Gas Nuclear Solar Wood Waste Hydro Landfill Gas Other Total Wind Geothermal Solar Liquified Natural Gas Agricultural Byproduct Landfill Gas Hydro Distillate Fuel Oil Waste Biomass Solid Wood Total continued on next page America’s Electricity Generation Capacity 2015 Update 35 Proposed Plants and Plants Pending Application: Fuel Mix by Region (continued from page 35) Region Fuel Type Capacity (MW) Share of Region’s New Fuel Capacity Share of Selected Fuel’s Emerging Capacity MRO Wind Natural Gas Coal Solar Hydro Wood Biomass Solid Biomass Gas Landfill Gas Total 12,826.00 3,325.52 375.00 361.75 67.37 40.00 30.00 2.70 1.60 17,029.94 75.3% 19.5% 2.2% 2.1% 0.4% 0.2% 0.2% 0.0% 0.0% 16.6% 4.4% 6.3% 0.8% 0.2% 3.3% 22.5% 4.2% 0.8% NPCC Natural Gas Wind Residual Fuel Oil Hydro Solar Wood Other Landfill Gas Waste Biomass Gas Total 6,338.85 5,011.77 632.40 416.86 384.52 97.90 4.80 4.80 3.20 1.00 12,896.10 49.2% 38.9% 4.9% 3.2% 3.0% 0.8% 0.0% 0.0% 0.0% 0.0% 8.3% 6.5% 100.0% 1.0% 0.8% 8.1% 1.4% 2.4% 0.9% 1.6% RFC Natural Gas Wind Nuclear Hydro Coal Solar Waste Heat Waste Blast Furnace Gas Wood Landfill Gas Biomass Gas Biomass Other Biomass Solid Distillate Fuel Oil Other Total 22,021.79 9,101.40 4,750.00 3,823.76 1,266.00 478.30 160.00 100.50 100.00 82.50 34.00 14.00 8.00 6.40 5.90 3.00 41,955.55 52.5% 21.7% 11.3% 9.1% 3.0% 1.1% 0.4% 0.2% 0.2% 0.2% 0.1% 0.0% 0.0% 0.0% 0.0% 0.0% 28.8% 11.8% 16.7% 9.6% 21.2% 1.0% 33.3% 28.5% 16.7% 6.8% 17.3% 21.9% 14.9% 4.8% 9.1% 0.9% continued on next page America’s Electricity Generation Capacity 2015 Update 36 Proposed Plants and Plants Pending Application: Fuel Mix by Region (continued from page 36) Region SERC SPP WECC Fuel Type Capacity (MW) Share of Region’s New Fuel Capacity Share of Selected Fuel’s Emerging Capacity Wind Natural Gas Nuclear Hydro Solar Blast Furnace Gas Wood Waste Waste Heat Biomass Solid Distillate Fuel Oil Biomass Other Landfill Gas Other Biomass Gas Total 8,870.35 7,154.20 5,065.00 4,666.03 4,358.06 500.00 467.00 210.40 65.00 61.43 46.05 45.60 12.10 8.80 3.12 31,533.14 28.1% 22.7% 16.1% 14.8% 13.8% 1.6% 1.5% 0.7% 0.2% 0.2% 0.1% 0.1% 0.0% 0.0% 0.0% 11.5% 9.4% 17.8% 11.7% 9.6% 83.3% 38.5% 59.7% 13.5% 46.0% 70.9% 85.1% 6.2% 2.6% 4.9% Wind Nuclear Natural Gas Hydro Solar Total 7,138.52 2,700.00 1,176.76 794.92 62.80 11,873.00 60.1% 22.7% 9.9% 6.7% 0.5% 9.3% 9.5% 1.5% 2.0% 0.1% 37,661.03 26,795.33 23,847.80 16,141.38 10,240.00 2,032.70 2,701.00 317.59 119.97 61.80 43.10 29.80 19.44 18.20 120,029.14 31.4% 22.3% 19.9% 13.4% 8.5% 1.7% 2.3% 0.3% 0.1% 0.1% 0.0% 0.0% 0.0% 0.0% 82.7% 67.3% 30.9% 21.1% 36.0% 90.6% 45.3% 93.8% 61.1% 5.1% 67.4% 22.3% 30.8% 5.2% . Solar Hydro Wind Natural Gas Nuclear Geothermal Coal Other Landfill Gas Wood Biomass Gas Biomass Solid Agricultural Byproduct Waste Total America’s Electricity Generation Capacity 2015 Update 37