4. Public Utilities in Attendance
Representing over 70 Million Electricity Customers
5. Keynote Speakers
Mike Montoya, Director of Engineering Advancement
Southern California Edison
Day 1 Utility Keynote
Linda Jackman, Group VP, Product Strategy & Management
Oracle Utilities
Day 2 Software & Applications Keynote
Stephen Johnston, Chief Executive Officer
SmartSynch
Day 2 Network Infrastructure Keynote
6. Agenda: Day 1, May 18th
9:00am – 9:45am: Introduction and GTM Research Top 5 Smart Grid Trends
9:45am – 10:30am: Keynote Address, Mike Montoya, SCE
10:30am – 11:00am: Break
11:00am – 12:30pm: North American Utility Executive Round Table Discussion
12:30pm – 1:30pm: Lunch
1:30pm – 2:45pm
Track 1: Networked Grid Communications Infrastructure: Scaling AMI and Beyond
Track 2: The Soft Grid: Smart Grid’s Killer Applications
2:40pm – 4:00pm
Track 1: Power Forward: Grid Optimization and Distribution Automation
Track 2: Information is Power: Meter Data Management and Analytics
4:00pm – 4:30pm: Break
4:30pm – 5:45
Track 1: Winning the Home Network Battle: PHYs, Protocols and Platforms
Track 2: The Smart Home Customer Experience: Next-Generation Consumer Services and Time-of-Use Pricing
5:45pm – 8:00pm: Networking Cocktail Reception (Main Pool)
7. Agenda: Day 2, May 19th
8:45am – 9:00am: Day 2 Welcome and Kickoff
9:00am – 9:30am: Software and Applications Keynote, Linda Jackman, Oracle Utilities
9:30am – 10:00am: Network Infrastructure Keynote, Stephen Johnston, SmartSynch
10:00am – 10:30am: Break
10:30am – 12:30pm: Workshop Sessions
Track 1: Power Layer Infrastructure Technologies and Network Communications Layer Architectures (Erich Gunther, Enernex)
Track 2: North American Utility Smart Grid Case Studies (PG&E, SMUD, USC/LADWP)
12:30pm – 1:30pm: Lunch
1:30pm – 2:30pm
Track 1: Securing the Networked Grid Infrastructure
Track 2: Addressing Peak Demand: The Future of Demand Response and Smart Appliances
2:30pm – 3:30pm
Track 1: The Microgrid Emergence: Distributed, Intermittent Renewable Power and Storage
Track 2: Utility Enterprise 2.0: Information Technology and Back-Office Systems Integration
4:00pm – 5:00pm
Track 1: The Networked EV: Smart Grids and Electric Vehicles
Track 2: The Networked Building: Efficient, Automated “Energy LANs”
9. The Only Fully-Integrated Media Firm
Online Media Market Research Industry Events
Annual Summit Events
One-Day Conferences
Q3/Q4 Events to be
Announced Soon!
10. Smart Grid Research Subscription Service
Upcoming Titles
Smart Grid 2015: Market
Forecast & Top 5 Trends
Smart Grid Policy: Top 10
State PUC Profiles
The Future of Meter Data
Management
Annual Research Subscription Service
The Future of Distribution
Automation Communication
Eight (8) Market Reports Per Year Networks
Dedicated Monthly Analyst Access Time
The Networked EV: Smart
Grids and Electric Vehicles
12. GTM’s Top 5 Smart Grid Trends
Increase Consumer Awareness and Engagement
Realizing the Network Infrastructure Foundation
EV Growth Accelerating the Need for Smart Grids
The Convergence of Smart Grids and Distributed PV
The Growth and Future of Demand Response
13. 1. Customer Awareness and Engagement
Inability of utilities to adequately explain the benefits of smart meters to customers
What are the necessary actions?
Education
Marketing (Customer Segmenting)
Value
What actions are utilities taking now?
Restructuring organizations around better outbound communications to consumers
Ramping up and better formalizing customer support centers
Ex: PG&E launching dedicated call center with 165 customer service reps.
Dedicating more budget for consumer education and marketing
Ex: BG&E’s $500M smart grid project ($50M dedicated to education & marketing)
Creating transparency and providing factual data to PUCs and consumer groups
Ex: Oncor and PG&E meter accuracy testing
14. Customer Awareness and Engagement
The conversation needs to change from energy savings to value creation
Does the consumer care about a 10% monthly savings on electric bills?
Can we imagine new programs where consumers accrue value?
Create solutions to problems that people may not realize that they have
Ex: Apple iPod and digital music libraries
Participatory network for trading/selling both negawatts and energy
Ex: net metering for solar
What does this issue foreshadow for more advanced SG services?
TOU pricing, EV charging, etc.
The industry (not necessarily the consumer) needs to be prepared for
imperfection
Rate of meter deployment increasing (PG&E 10x increase/day from 2007 to
2008)
Amount of new technology and systems is extensive
15. 2. Realizing the Network Infrastructure Foundation
Building a communications network infrastructure is a FOUNDATION for ALL smart
grid applications and services
Building an AMI network is not enough
Distribution Automation is a critical application
Will overlay networks be acceptable and/or cost effective for different apps?
Physical layer networking “religion” arguments are misguiding the industry
There is no one network fits all solution (scale, coverage, performance & cost rule)
Different applications have different networking requirements
Different service areas and physical environments have different requirements
Standards are good but they do NOT translate to interoperability
“Based on IP” is an onion with many layers to peel back
Network segmentation and function is becoming better defined and more critical
Tiered networks will define smart grid communications platforms
Provisioning services across an entire network is critical
Centralized versus distributed network intelligence will dictate architecture
Many network technologies & architectures will prevail in evolving smart grids
Mesh, WiMAX/LTE, BPL, Licensed, Unlicensed, Public, Private
Telecom: FTTH, FTTC, EPON, GPON, ADSL, ADSL2+, VDSL, CWDM, DWDM, ATM, Frame
Relay, IP, SONET, Carrier Ethernet, and the list goes on
17. 3. EV Growth Accelerating the Need for Smart Grids
(SG and EVs: Is the tail wagging the dog?)
True EV scale is impossible without a networked grid in place
2010/11 EVs coming to market
Leaf priced at $25k (after fed tax credit)
Most major auto manufacturers delivering products to market
CA IOUs high-end estimate between 800k – 1M EVs by 2020
Major issues on the horizon
The load impacts of EVs are equivalent, or greater, to a home at peak
Nissan Leaf: 220V, 30 Amps = 6.6 kW
Chevy Volt: 240V, 16 Amps = 3.8kW
Infrastructure build-out (grid- and customer-level) to maintain safe, reliable electric services
The critical need for off-peak charging
Rate design for EVs (setting the right pricing scheme)
Offering the right products and services
Public networked charging stations, in-home 220V connections, etc.
Intersection of renewable energy and vehicle charging
Proper consumer education
Technology building blocks
Basic hardware, networking (all flavors), software (provisioning, authentication, applications,
etc.)
19. 4. The Convergence of Smart Grids and PV
Source: GTM Research
Source: GTM Research
20. The Convergence of Smart Grids and PV
Moving from a centralized architecture to a distributed architecture ALWAYS
introduces massive opportunities for change, along with technical challenges
The “distributed utility” is on the horizon (aggregate distributed PV power plants)
Certain circuits in certain service areas are ALREADY facing >20% distributed PV
penetration
What new technologies are necessary to accommodate this?
What is the EXACT % of PV penetration where issues begin to arise?
When will energy storage solutions be available at scale at acceptable price points?
Sensor and communications technologies are critical to scale distributed PV while
maintaining grid stability and reliability
SG networks can manage voltage regulation, reverse power flow, power fluctuation, etc.
Inverters/microinverters and architectures (centralized/distributed) are evolving
rapidly
Possibily to +/- both power and VAR
Inverter companies are exploring and developing expanded communications solutions
Microinverter companies are exploring home gateway/comms opportunities
A smart grid comms network could potentially provide the ability to forecast PV
resources for capacity planning
Integration of GIS/weather
21. 5. The Growth and Future of Demand Response
Demand Response is rapidly evolving from wholesale markets to retail markets
Last Friday PJM procured a total of ~10GW in DR for 2013/14 capacity auction
Increase of 32% over last year
Recent DR Trends
More attention to the correlation of a smart grid and demand response
HANs are effectively trying to automate DR across smart appliances
Increased participation of consumers in demand response programs
More interest in multi-state and state-federal demand response working groups (FERC-
NARUC) and new regulatory structures
More reliance on demand response in strategic plans and state plans
Act 129 in PA (3% reduction in electricity use / 4.5% reduction in peak demand by
2013)
Increased activity by third parties to aggregate retail demand response
Megawatts under management continues to grow for leading CSPs
22. The Growth and Future of Demand Response
At Peak, DR is cheaper, faster and cleaner than adding a peaking power plant
The Future of Demand Response
Barclay’s Capital estimates DR
market could hit $20B by 2020
Will demand response retail
auctions emerge?
Will utilities leverage SG comm
networks to cut out 3rd party
CSPs?
Will consumers increasingly
inquire about the market value of
Source: GTM Research their negawatts?
23. Additional Important Trends and Topics
Management of the coming onslaught of data (MDM and beyond)
Integrated enterprise back-end systems not yet prepared
Smart grid security (physical/cyber) and consumer privacy
Applying NERC CIP, NIST 7268, etc.
HANs and consumer energy management (growth opportunity but nascent)
Physical layer communications and user applications/platforms
ARRA Funds Releasing
$204M to Duke Energy last week
Microgrids
Policy incentives and declining costs for distributed generation and storage
Financial incentives for negawatts and “M2G” (microgrid to grid)
PUCs Evolving
Examples: Act 129 in PA, SB 221 in OH, rate-based energy storage in TX, Phase I EV ruling
in CA
Industry M&A
ABB/Ventyx, Cooper/Eka, Honeywell/Akuacom, SSN/Greenbox, EnerNOC/SmallFoot, Black
& Veatch/Enspiria
24. Upcoming 2010 Conferences
Growth Opportunities Utility-Scale Solar
July 13th, San Francisco, Intersolar NA
PV Grid: The Convergence of Smart Grids and Solar
September, New York
The Networked EV: Smart Grids and Electric Vehicles
November 9th, San Francisco, PG&E Auditorium
