北美可替代能源专家会议：零能耗住宅（2022年）
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Global Research
3 April 2019
North America Alternative Energy Expert Call: Zero energy homes; slide deck & transcript
We hosted a call with the Rocky Mountain Institute We hosted a call with Jacob Corvidae, Principal at the Rocky Mountain Institute (RMI). On the call we discussed key findings from RMI"s recent report: "The Economics of Zero-Energy Homes" which demonstrates that the cost increase to build a zero-energy or zero-energy ready home is modest and highlights methods builders and policymakers can use to drive increased market penetration. Building new single-family homes to zero energy design standards represents a massive opportunity to address the carbon footprint of our building stock. Key takeaways from the presentation
The views expressed below are those of the speaker and do not necessarily reflect those of UBS.
Definition of Zero Energy (ZE) Home: Highly energy efficient w/ own energy production (typically solar panels) that offset total annual consumption. Number of certified homes is growing but still very low – only 1,600 homes in 2017. RMI estimates that the incremental cost of a ZE home is 6-10% higher relative to the building code baseline cost. Highest energy consumption sectors include transportation, utilities, and buildings. There has historically been relatively less disruption in the buildings sector, but this is changing. RMI believes the current state of the energy transformation in buildings sector is similar to the state of transportation and utilities markets 5-10 years ago. Solar panels are most expensive component of ZE home. Utilizing a solar PPA, a homeowner can make home full ZE without increasing upfront cost. Lennar (LEN) currently offers a solar PPA solution as part of their homes packages, with energy charges 20% below retail rates. An increase in demand for ZE home would also be a positive for residential installers SunRun (RUN) and SunPower (SPWR). SPWR currently has ~50% market share of the new home solar market in CA. Market challenges: Builder learning curve effects, including subcontractor training, and proper communication of the full range of ZE home benefits to buyers which includes comfort, privacy, health, and safety, in addition to energy savings. Slide deck and transcript enclosed In this note we republish the slide deck from the call, courtesy of Jacob Corvidae and RMI. A transcript from our call follows the slide deck.
Jon Windham, CFA Analyst jon.windham@ubs.com
+1-617-478-4711 Daniel Ford, CFA
Analyst dan.ford@ubs.com
+1-212-713-2224 William Grippin, CFA
Analyst william.grippin@ubs.com
+1-617-478 4740
www.ubs.com/investmentresearch
This report has been prepared by UBS Securities LLC. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES BEGIN ON PAGE 82. UBS does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Utilities North America Equities
April Energy Expert Conference Schedule All calls hosted at 11am ET
Apr 11: Energy Leaders: Kinetic energy storage w/ Teraloop: https://bit.ly/2CpN40s Apr 15: Energy Leaders: Wireless EV charging w/ WiTricity: https://bit.ly/2Fdxaac Apr 16: Energy Leaders: EV grid mgmt w/ eMotorWerks: https://bit.ly/2WdYmwn Apr 25: Energy Expert: Climate change public opinion: https://bit.ly/2TXjn0C Apr 26: Energy Expert: Clean energy portfolios w/ RMI: https://bit.ly/2Og9K8e Apr 30: Energy Expert: U.S. solar market update w/ NREL: https://bit.ly/2TNuaeN April Energy Expert Conference Call Details Emerging Energy Leaders: Kinetic energy storage systems. Thursday, April 11, 2019 @ 11:00AM ET w/ Teraloop. On the call we will discuss Teraloop"s kinetic energy storage system. Teraloop develops grid-scale energy storage that can provide a future alternative to batteries. Pre-register here for access code and calendar reminder. Emerging Energy Leaders: Wireless EV charging systems. Monday, April 15, 2019 @ 11:00AM ET w/ WiTricity. On the call we will discuss WiTricity"s magnetic resonance charging technology which enables high-powered wireless charging over a distance. Pre-register here for access code and calendar reminder. Emerging Energy Leaders: Smart EV charging systems. Tuesday, April 16, 2019 @ 11:00AM ET w/ eMotorWerks. eMotorWerks provides valuable grid management services - such as demand response, frequency regulation, peak shaving, and local balancing that help utilities and ISOs better manage grid volatility and leverage accelerating EV adoption. Pre-register here for access code and calendar reminder. Energy Expert: Building public and political will for climate action. Thursday, April 25, 2019 @ 11:00AM ET w/ The Yale Program on Climate Change Communication. On the call we will discuss Yale"s work on scientific studies of public opinion and behavior to inform the decision making of governments, media, and companies on building public and political will for climate action. Pre-register here for access code and calendar reminder. Energy Expert: The economics of clean energy portfolios. Friday, April 26, 2019 @ 11:00AM ET w/ Rocky Mountain Institute (RMI). On the call we will discuss RMI"s analysis of innovation and cost declines in renewable energy and DER technologies, which finds that clean energy portfolios can often be procured at significant net cost savings, with lower risk and zero carbon and air emissions, compared to building a new gas plant. Pre-register here for access code and calendar reminder. Energy Expert: Update on U.S. solar market. Tuesday, April 30, 2019 @ 11:00AM ET w/ National Renewable Energy Laboratory (NREL). NREL advances the science and engineering of energy efficiency, sustainable transportation, and renewable power technologies and provides the knowledge to integrate
and optimize energy system. Join us for a discussion on the outlook for solar energy in the U.S. Pre-register here for access code and calendar reminder.
Previous conference calls
Date Guest speakers Topic 29-Mar-19 eCarUp EV
charging
28-Mar-19 HASI
Behind the meter opportunity 22-Mar-19 SEPA
Transactive energy systems 21-Mar-19 NEC Energy Storage Lithium ion battery storage 20-Mar-19 Evgo EV fast charging 15-Mar-19 IATA Airline climate change impacts 14-Mar-19 SEDG
Deep dive on diversification strategy 8-Mar-19 RMI Economics of zero energy homes 5-Mar-19 EOS Storage Lithium ion battery alternatives 28-Feb-19 American Wind Distributed wind power 27-Feb-19 Fabriq Energy efficiency 26-Feb-19 EPA
4th National Climate Assessment 25-Feb-19 EIA 2019 Annual Energy Outlook 20-Feb-19 CorPower Ocean Wave energy 12-Feb-19 IRENA
Geopolitics of the energy transition 22-Jan-19 NREL
Electrifying the US energy system 22-Jan-19 UBS Analyst 4Q18 earnings preview 9-Jan-19 Rocky Mountain Institute Corporate demand for renewables 8-Jan-19 Ampion Community solar 4-Jan-19 UBS Global Analyst China Recycling restrictions 19-Dec-18 UN working group on climate change Global warming mitigation & impacts 13-Dec-18 UBS Analyst US demand for new generation capacity 13-Dec-18 Ascend Analytics Economics of grid battery storage 7-Dec-18 American Wind Energy Association 2019 US wind outlook & trends 6-Dec-18 RSG management Talent Management 3-Dec-18 WM management Volume outlook 30-Nov-18 DNVGL Energy outlook to 2050 29-Nov-18 Momentum Dynamics High powered wireless EV charging 28-Nov-18 Ferroamp Smart home energy devices 20-Nov-18 Smart Electric Power Alliance Trends in U.S. battery storage market 16-Nov-18 Ice Energy Ice storage for peak load reduction 9-Nov-18 PolyJoule Innovative mass market battery storage 2-Nov-18 Bureau of Ocean Energy Management U.S. offshore wind market
Date Guest speakers Topic 26-Oct-18
Sunnova Largest private residential solar company 22-Oct-18
UBS Global Analyst Global renewable energy trends 18-Oct-18
Lawrence Berkeley Nat"l Labs Trends in the US wind & solar markets 18-Oct-18
UBS Analyst 3Q18 earnings preview, Utility & Alt. Energy 16-Oct-18
Highview Power Liquid air energy storage technology 12-Oct-18
American Wind Energy Association US wind market Q&A 11-Oct-18
SolarReserve Solar & integrated storage developer 10-Oct-18
Ecogy Solar Distributed solar developer 9-Oct-18
ReThink X EV impacts on global energy systems 5-Oct-18
HEVO Wireless EV charging 4-Oct-18
UET
Grid scale flow batteries 25-Sep-18 Tolvik UK & Ireland Waste-to-Energy outlook 19-Sep-18 WCN management Focus on MSW pricing strategy 18-Sep-18 CWST management New England waste market dynamics 17-Sep-18 ORA management Long-term growth strategy 13-Sep-18 ESS Inc.
Grid scale flow batteries 12-Sep-18 NREL
US solar & storage markets 10-Sep-18 ADSW management Market selection strategy 6-Sep-18 Sense Smart home energy devices 28-Aug-18
Ionic Materials High performance battery materials 22-Aug-18
Halo Energy Distributed wind generation OEM 21-Aug-18
UBS Global Analyst China Recycling restrictions 20-Aug-18
Sistine Solar Solar module aesthetics 16-Aug-18
Trident Winds CA floating offshore wind developer
13-Aug-18
UBS Global Analyst EU wind OEM"s sector launch 19-Jul-18 UBS Global Analyst Trade war implications 11-Jul-18 American Wind Energy Association US wind market 26-Jun-18 Smart Electric Power Alliance US solar market 7-Jun-18 UBS Global Analyst Global renewables outlook 4-Jun-18 UBS Global Analyst China Recycling restrictions 24-May-18 UBS Analyst Implications of CA solar mandates 7-May-18 Smart Electric Power Alliance Utility integration of Electric Vehicles
27-Apr-18
UBS Analyst Offshore wind outlook
28-Mar-18
IRENA US energy storage market
This presentation was produced solely by RMI. The opinions expressed herein do not necessarily reflect the views and opinions of UBS. UBS accepts no responsibility for the accuracy, reliability or completeness of the information and will not be liable either directly or indirectly for any loss or damage arising out of the use of this presentation or part thereof.
Reproduced with permission.
Figure 1: Slide 1 Source: ROCKY MOUNTAIN IN...
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