The future is bright for solar power, even assubsidies are withdrawn
盡管補貼不再,太陽能的未來一片光明
FORTY-FIVE minutes west of Las Vegas, dejected sinners may encounter a sight to lift theirsunken hearts: a sea of 347,000 mirrors, reflecting the rays of the desert sun on to boilersmounted on three 460-foot towers. The Ivanpah solar-thermal plant (pictured), which openedin mid-February, is the largest of its kind in the world. Fully ramped up, it will deliver around 377megawatts (MW) of power to 140,000 homes in southern California. Its backers compare it tothe nearby Hoover Dam; an astronaut claims to have spotted it from the international spacestation. It is a striking sight, even if the heat from its heliostats has roasted dozens ofunfortunate birds alive.
Solar power in America is growing rapidly, albeit from a small base (see chart). Last year itrepresented 29% of new electricity capacity, behind only natural gas at 46%. Solar output hasmore than doubled during Barack Obama's time in office; GTM, a research firm, reckons it willgrow another 26% in 2014. The Department of Energy wants solar to provide 27% of America'selectricity by 2050, up from less than 1% today.
Though dazzling, Ivanpah and large plants like it will not generate much of this growth. Thefederal loan guarantees that allowed their creation have expired. More important arephotovoltaic solar cells, a rival technology that converts sunlight directly to electricity. Theircost has fallen so quickly that in many places retail electricity customers are saving money byplacing panels on top of their houses or businesses; 200,000 have done so in the past twoyears. And there is a lot of room to grow. “There's no market saturation in any state; not evenclose,” says Lyndon Rive of SolarCity, a solar-installation firm. Even David Crane, the boss ofNRG, co-owner of Ivanpah, says that photovoltaic installations are the future.
盡管目前風頭正盛,伊凡帕以及像它一樣的大公司卻不能從這樣的增長中獲益太多。因為作為用于保障他們創造的聯邦貸款到期了。更重要的是光電太陽能電池,它是一種關鍵的技術能直接將太陽光轉化成電力。由于該產品的價格急速下跌,許多地方的零售電力的客戶將太陽能板安裝在他們的屋頂或廠房房頂來發電來節省開支。過去的兩年已經有20萬人這么做了,并且其增長的空間很大。來自太陽城一家太陽能設備安裝公司的Lyndon Rive稱“目前不管在哪個州,都沒有市場達到飽和,甚至是接近飽和。”甚至作為伊凡帕共有者的NRG能源電力的 David Crane也聲稱未來是光伏發電裝置的天下。
Last year sun-soaked California accounted for over half of America's new photovoltaicinstallations. That, say solar fans, shows that the sector can thrive even after it loses itssubsidies. (The $2.2 billion California Solar Initiative, which gave cash to homes or firms thatwent solar, has largely expired.) Solar is also blossoming in unexpected places likeMassachusetts and North Carolina.
A bigger test will come in 2017, when the federal government's solar-investment tax creditdrops from 30% to 10% (unless Mr Obama can convince Congress otherwise). Still, saysShayle Kann at GTM, this will be no “death knell”; it will simply eliminate some marginalprojects. And by then there may be a revival of Ivanpah-style solar-thermal plants, as energy-storage technologies improve and utility firms look to them to provide steady powerthroughout the day.
更為嚴峻的挑戰將在2017年拉開序幕。那時,聯邦政府的太陽能投資稅收抵免將由現在的30%驟降至10%,除非奧巴馬總統能夠說服國會不這么做。即便如此,GTM調查機構的Shayle Kann 聲稱,這也不是太陽能 發電的“死亡鐘聲”,而僅僅是終止一些邊際項目。隨后,隨著儲能技術的發展以及公共事業公司采用這一技術為全天提供穩定的電力,像伊凡帕這樣的太陽能熱電站還會再次興盛起來。
Yet even if solar power is a boon to consumers, it threatens some utilities. Energy hastraditionally been generated centrally, distributed over power lines and sold to consumers.Distributed solar power—generated from rooftop panels—undermines that model (see article).The Edison Electric Institute (EEI), a trade group, warns that distributed generation could do toenergy companies what the internet did to newspapers.
Regulations are adapting to this shift: all but seven states have adopted net-metering policies,which credit solar-enabled homes and businesses for the excess energy they feed back intothe grid. At least 22 states allow consumers to buy the electricity produced by solar panels thata third party installs on their homes. This lets people take advantage of solar's savings withouthaving to pay the hefty up-front installation costs. In 2013, third-party-owned systemsaccounted for most solar installations in California, Arizona, Colorado and Massachusetts.
Some utilities grumble that customers who benefit from net metering escape the costs ofmaintaining the grid they depend on. Last year Arizona Public Service, the state's biggestelectric firm, urged regulators to slash the savings that new solar customers would derive fromnet metering. After a fierce campaign their call was rejected, though the regulator approved asmall solar surcharge. Georgia Power also proposed a fat tariff; it too was defeated.
Julia Hamm of the Solar Electric Power Association identifies three ways regulators could helputilities cope with these changes. First, they could demand monthly infrastructure fees fromsolar users. Second, they could list every component of value separately rather than wrappingthe cost of infrastructure maintenance, for instance, into usage charges. Third, they couldsplit energy used and consumed into separate transactions, meaning that a solar customersells all his energy to a utility before buying what he needs.
Yet those last two proposals leave unanswered the question of what rate utilities should paycustomers for their power—or more broadly, what the price of solar, with all externalitiesfactored in, ought to be. And more battles loom; California's regulator must make an importantdecision on net metering this month. Further ahead the growth of distributed solar will poseother threats to the utilities' traditional business model. “Net metering is just the pointy edgeof the wedge,” says Adam Browning of Vote Solar, an advocacy group.
然而后面的兩個提議依然沒有解決公共電力公司應該按照什么樣的比例購買消費者家多余的電的問題,或者更明確的說,考慮到所有的外部因素,太陽能電的價格應該怎樣確定。這一問題似乎一直都若隱若現。這個月,加州的監管者必須就電價扣減這一問題作出重要的決定。分散的太陽能發電的進一步發展將會對公共電力公司傳統的商業模式構成其他威脅。“電價扣減僅僅只是楔子最尖銳的部分(電價扣減只是利用太陽能問題中最尖銳的問題,還有其他的問題)”擁護太陽能的 Adam Browning 如是說。
Still, while user-generated solar power makes utilities skittish, many have rushed to embrace iton the supply side. In 2013 they installed roughly 4,100MW of solar capacity, up from2,390MW in 2012. Renewable portfolio standards, which in 30 states force utilities togenerate a certain share of their electricity from clean sources, are part of the reason. But sois hard economics: low installation and labour costs, clean power delivery at peak midday hoursand a hedge against fuel-price volatility.
Many of these gains have already been banked. Photovoltaic modules have become slightlydearer lately; costs will rise further if the Commerce Department heeds protectionist calls bysome domestic manufacturers and expands tariffs on imports from China and Taiwan. Yet solarfirms are not short of ideas to cut costs elsewhere: third-party financing, for example, orsecuritising pools of solar leases to reduce financing costs. For makers and users of solarpower, the future looks bright.