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July 29th, 2016
SolarCity Confidential Slide 2 2
Agenda
SolarCity Confidential Slide 3 3
Distributed solar is still in its infancy, but steadily progressing
towards dynamic, flexible, and controllable assets
Phase 1
Phase 2
Phase 3
PV
1.0
PV
2.0
PV
3.0
No $
Down
SolarCity Confidential Slide 4 4
New York Solar Progress Partnership Joint NEM successor proposal by NY IOUs and solar parties
Community solar • Customers keep NEM over time while
community system assumes locational
value + a transitional gap credit
• Developer to pay difference between
retail rate and LMP+D+E
• Projects awarded value for energy
production for term of 15-25 years
• Priority in the interconnection queue
based on location
Rooftop solar • NEM until 2020 as default
transition date
• Projects grandfathered for
15-25 year term, to be
decided by PSC
• Transition to a locational
value tariff after 2020, to be
defined later
SolarCity Confidential Slide 5 5
NY: Maintain NEM through 2020 for rooftop solar,
while transitioning Community Solar to LMP+D+E
Source: Solar Progress Partnership Comments on an Interim Successor to Net Energy Metering
Laddered tranches based on increased penetration
SolarCity Confidential Slide 6 6
Optional Smart Energy Home Rate EFCA Smart Energy Home Rate Proposal in New York
Fixed Charge /
Minimum Bill
Source: “Initial Comments of the Energy Freedom Coalition of America in Response to the Commission’s Notice Soliciting
Comments and Proposals on An Interim Successor to Net Energy Metering”, NY Public Service Commission Case, April 2016
SolarCity Confidential Slide 7 7
0%
2%
4%
6%
8%
10%
12%
14%
VT NJ MA AZ CA NV CO CT MD NY
NEM Solar Capacity as Percentage of Total System Peak
NEM penetration in Nevada is still very low
Medium
Penetration
Low
Penetration
Very Low
Penetration
Source: U.S. Energy Information Agency (EIA), July 2015 preliminary data.
SolarCity Confidential Slide 8 8
Revitalize distributed solar market, then evaluate
NEM successor options as penetration increases
3-5 years
Net Energy Metering
Successor Potential Options:
• NEM with increased Minimum Bill
• NEM with Mandatory TOU
(e.g. California)
• Value of Solar
(e.g. New York)
• NEM with Export Cap
• Other potential structures
Today
Net Energy Metering
SolarCity Confidential Slide 9 9
Agenda
SolarCity Confidential Slide 10 10
What Should the 21st Century Grid Look Like?
Future Today
SolarCity Confidential Slide 11 11
Distributed Energy Resource Aggregation Utilize portfolios of distributed energy resources to provide grid services
Voltage & Reactive Power
Ramping / Ancillary Services
Demand Response / Dynamic Capacity
Contingency Support
Distributed Energy Resources (DERs)
Aggregated DER Portfolios Grid Services
SolarCity Confidential Slide 12 12
Engaged consumers are increasingly able to
manage their own energy and provide grid services
Solar Universal
Gateway
Smart
Thermostat Battery
Real-time
Monitoring
Smart
Water
Heaters
SolarCity Confidential Slide 13 13
However, distribution planning must be
modernized in order to capture DER benefits
Integrated Distribution Planning
Planning Interconnection
Traditional Planning
Image Sources: CYME, Kevala, PG&E
A holistic approach to meeting grid needs and expanding customer
choice by unlocking the benefits of distributed energy resources
SolarCity Confidential Slide 14 14
Benefits of Integrated Distribution Planning Value of Small & Targeted Infrastructure Solutions
SolarCity Confidential Slide 15 15
Grid planning data must be transparent and
accessible to enable industry innovation
Data Access Data Transparency
SolarCity Confidential Slide 16 16
solarcity.com/gridx
A Pathway to the
Distributed Grid
Evaluating the economics of distributed
energy resources and outlining a
pathway to capturing their value
Find out more:
SolarCity Confidential Slide 17 17
Thank you
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