Colorado utility sees “opportunistic window” to save money with solar and wind plus storage

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During the summer of 2019, South Dakota electric utility Black Hills Energy conducted a targeted competitive request for proposals (RFP) for replacement solar and solar with storage projects – resulting in 133 bids and a median price of solar power at 2.4¢/kWh and solar plus storage of 3.63¢/kWh.

Now the utility notes, in a new RFP (pdf), that the surprise of these values, combined with the pending step down of the 30% investment tax credit (ITC), is driving them to seek this new capacity. The power company noted they’ve got no,

immediate need for new capacity to meet load requirements, nor does it have a need for new energy to meet the State’s RES requirements. Renewable Advantage is thus solely focused on whether the opportunistic window represented by the recent PSCo competitive solicitation and the phase-out of tax credits will permit Black Hills to significantly increase renewable and storage resources with savings to customers.

Short version – it’s all about the Benjamins. The utility states that if the bids don’t save their customers money, then they will not proceed with the procurement.

The competitive bidding process will accept four types of bids – power purchase agreements, build-transfer arrangement, power purchase agreements that include a future sale to Black Hills Energy, or – drum roll please – utility self-build. The bids are due by February 15, 2020 (above image), with projects expected to be approved by the end of 2020 and interconnected to the power grid before the end of 2022.

Due to the intermittent natures of solar and wind, the utility will give “effective load carrying capacity” (ELCC) of 23% and 19% (below image left), respectively. Adding energy storage will increase the ELCC (below image right).

The example language the company gave explained how a battery will increase the ELCC of a solar or wind facility:

For example, a 100 MW 8-hour storage device would receive a 95 MW capacity credit. If it were paired with a 100 MW solar facility, the solar facility would receive a 23 MW capacity credit. The combined capacity credit would be 118 MW. However, since that amount is greater than the eligible energy resource nameplate capacity, the capacity credit will be reduced to 100 MW.

The combination of this information leads pv magazine USA to believe the volumes of solar power installed could be up to five times larger, if no energy storage would be included, but in fact will be scaled back as the developers run their economic models to feather in financially viable volumes of energy storage.

If the projects go through, this will bring the utility to approximately 60% CO2 free electricity in their southern Colorado generation portfolio in 2023. The recently added 60-MW Busch Ranch II wind project brought the group to 30% renewables, fulfilling the requirements of Colorado’s renewable energy mandates.

This whole RFP reminds me of the groundbreaking Colorado bids from almost two years ago now. We saw wind bids turn into wind plus battery storage bids with an increase from 1.81¢/kWh to 2.1¢/kWh – less than 0.3¢/kWh (that’s less than a third of a penny per kWh!) to add energy storage. The solar alone saw an increase from 2.95¢/kWh to 3.6¢/kWh – 0.65¢/kWh to add storage.

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