Connected home forecast
01
Technology Segment
4
9.2 M Voice Assistant Devices
5%
72%
20%
5
160
UT
77%
0
Delaware
5
79%
CA
South Dakota
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Minnesota
AZ
2.01 GW
AK
5
2018
2019
1
NV
0 MW
MD
3.92 GW
2
0.23 GW
21%
Oklahoma
1.5 M Connected Lighting
Brazil is the leader in distributed solar Latin America with more than capacity growing more than 10-fold since 2017 to 750 megawatts.
DE
2024E
2.41 GW
OH
MT
2.10 GW
3.27 GW
The consultancy Bridge to India expects utility-scale solar capacity additions to cross 10,000 megawatts for the first time in 2019 in India, and for rooftop solar capacity additions to rise nearly 50%.
2
VT
SC
0.27 GW
26%
0
2013
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Falling costs for energy storage are providing opportunities for grid operators, businesses and homes to use these assets for load shifting, power when it's needed and grid balancing services.
2020
7.8 M Smart Thermostats
In the U.S., utilities and regulators are increasingly looking at distributed energy solutions, such as demand response and energy storage, instead of natural gas peaker plants. For example, in April, Southern California Edison selected a roster of energy storage projects to supply capacity needs instead of the 262-megawatt natural-gas peaker plant it had chosen previously.
0%
Falling costs for energy storage are providing opportunities for grid operators, businesses and homes to use these assets for load shifting, power when it's needed and grid balancing services.
Oklahoma
0.06 GW
1
Maine
Utilities have long-standing obligations in maintain power infrastructure and operations. Grid Edge solutions can help address these legacy operational in three primary ways: optimizing assets and infrastructure utilization, maintain a reliable and resilient system, and improving its ability to proactively detect issues and deploy solutions.
Oklahoma
1 MW
10,000 MW
Maine
Vermont
56%
5 MW
Kansas
Alabama
1
System Performance
West Virginia
Maryland
2012
8%
32%
OK
11.5 M Voice Assistant Devices
IL
8.65 GW
891 K Voice Assistant Devices
0.31 GW
5
1
28%
3
NE
Africa
60%
0.83 GW
Off-grid energy investment, which includes solar panels to power lights, cellphones and other household devices, up to microgrids that power entire communities, rose from nearly nothing prior to 2010 to a total of nearly $1.7 billion at the end of 2018, with about 80 percent of that investment going to Africa.
2014
Q1 2017
31%
Texas
NY
While the Grid Edge is at the distribution
and customer level, its impact can
generate revenue throughout the power
sector. This revenue opportunity breaks down into three main areas: wholesale supply, transmission and distribution, and retail power sales
Indiana
5 MW
2021
HI
2020E
UK has clocked more than a week without burning coal to fuel its power needs for the first time since the Industrial Revolution, instead relying primarily on wind and nuclear generation, followed by biomass, natural gas, solar and imported electricity.
9.28 GW
Tennessee
In the U.S., utilities and regulators are increasingly looking at distributed energy solutions, such as demand response and energy storage, instead of natural gas peaker plants. For example, in April, Southern California Edison selected a roster of energy storage projects to supply capacity needs instead of the 262-megawatt natural-gas peaker plant it had chosen previously.
5 MW
5 MW
WY
ME
5 MW
2022
ID
IA
3
Washington, DC
NC
Revenue Area
KY
Arkansas
2016
PA
Kansas
4
DC
MI
SD
26%
2017
VA
WA
75%
0 MW
Germany will effectively have to replace 47 percent of its baseload capacity with new forms of generation in the coming years as it phases out nuclear generation and coal entirely.
AL
2021E
AMI penetration by state
85%
10,000 MW
2023E
Utilities are increasingly focused on the needs of their customers in areas that represent a new role, and business opportunity, for the utility. The goals of various customer engagement initiative can be categorized in three groups: new revenue streams, increased program participation, and customer retention and management.
03
WV
1 MW
Vermont
74%
Solar
Wisconsin
0
10,000 MW
0.49 GW
5
0
1.26 GW
Kentucky
10,000 MW
18%
0 MW
Pennsylvania
2019E
Wind
2015
19.7 M
South Carolina
32%
5 MW
Maine
Vermont
Germany will effectively have to replace 47 percent of its baseload capacity with new forms of generation in the coming years as it phases out nuclear generation and coal entirely.
Australian utility Evoenergy is creating virtual power plants using a mix of residential and commercial demand response paired with distributed battery storage.
OR
Utah
1 MW
As DER costs continue to fall and penetration rises, these assets are reaching a point where they can be treated as a true grid resource, providing services that benefit both the customer and the utility.
As renewables continue to take market share away from the power market's centralization generation, intelligently managed DERs offer a vision of a world where demand may be as easily dispatchable as supply. Markets and regulations must be redesigned, but the technical capabilities for this new grid have arrived.
PR
South Carolina
Utah
Japan’s most recent Big Energy Plan calls for 44 percent of its 2030 power mix to be zero-emission using a mix of renewables and nuclear. Since 2016, the country has also deregulated its electricity sector with more than 450 energy retailers competing to offer solar and energy storage.
United States
Brazil is the leader in distributed solar Latin America with more than capacity growing more than 10-fold since 2017 to 750 megawatts.
North Dakota
DERs proliferate
Massachusetts
14%
19%
4
Puerto Rico
KS
72%
Virginia
West Virginia
10.00 GW
60%
59%
0
8%
0.24 GW
Alabama
6%
21%
22%
1%
A changing grid
Kentucky
2010
99%
240
939 K Connected Lighting
6.7 M
Mississippi
5.8 M Smart Thermostats
Montana
Ohio
8%
NM
Virginia
Utility
2.25 GW
Indiana
Connected home forecast
2.87 GW
6%
2.63 GW
Among most utilities today, adaptation is the first step as DER penetration grows. Customer adoption of solar, smart devices and battery storage has occurred with little coordination with power providers.
RI
Large power plants provided energy to homes and businesses and support services to the grid. While centralized generation will continue to play a major role in providing power, DERs are changing the picture.
Washington, DC
5%
Renewable Penetration Across U.S. Energy Markets
72%
Other Renewable
5%
6.16 GW
Solar
20%
160
0
2.9 M Smart Thermostats
Q3 2017
Idaho
8%
5
Q3 2018
9.5 M Smart Thermostats
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WI
Q1 2018
Q3 2017
80
Wind
23.9 M
240
Q1 2017
0%
Arkansas
56%
5%
Adapting to DERs
MN
2023
21%
Tennessee
Ohio
The combination of advanded metering infrastructure (AMI), connected devices such as smart thermostats and voice assistant devices are offering new opportunities for homes to be active participants in grid services.
31%
Iowa
1%
74%
Pennsylvania
27%
FL
28%
South Dakota
14%
NJ
Traditional power flows evolve
Wisconsin
Massachusetts
5 MW
North Dakota
15
5
1.79 GW
Germany
Customer Engagement
Customer Engagement
MO
MA
Michigan
2023
TN
There are now more than 2 million solar installations in the U.S., with an additional 2 million coming by 2023. Distributed generation offers both opportunities and challenges for grid operators that have relied on one-way power flows for decades.
Off-grid energy investment, which includes solar panels to power lights, cellphones and other household devices, up to microgrids that power entire communities, rose from nearly nothing prior to 2010 to a total of nearly $1.7 billion at the end of 2018, with about 80 percent of that investment going to Africa.
In two years, DERs have more than doubled in the Texas power market ERCOT from Q4 2016 to Q4 2018.
82%
14.3 M
CT
Texas
80
18%
5 MW
GA
Mississippi
5 MW
United Kingdom
95%
1 MW
0%
0
2021
6%
ND
2022E
Residential
1.06 GW
4
Utility systems are grappling with a host
of new technologies that provide
challenges and opportunities for system
operations. These technologies can be
categorized in three groups: software &
analytics, distributed energy resources
(DERs), and connected hardware devices
0
0 MW
Q1 2018
1.90 GW
5
66%
New York
IN
21%
CO
19%
Montana
0 MW
03
95%
2017
New Mexico
Market & business transformation
Utilities have added advanced metering infrastructure, distributed sensors and intelligent grid software, but mainly as a means to accommodate DERs without a clear line of sight to new revenues.
Idaho
Minnesota
99%
78%
59%
0.69 GW
New York
Iowa
4.44 GW
1.10 GW
5
9
Utilities are increasingly focused on the
needs of their customers in areas that
represent a new role, and business
opportunity, for their organizations. The goals of various customer engagement initiative can be categorized in three groups: new revenue streams, increased program participation, and customer retention and management
Arizona
462 K Connected Lighting
10.80 GW
Q3 2018
6%
3.29 GW
Brazil
5.7 M Voice Assistant Devices
3.18 GW
NH
LA
132 K Connected Lighting
89%
1.80 GW
22%
Puerto Rico
TX
New Mexico
MS
AR
How Distributed Energy Is Reshaping the Energy Landscape
31%
20%
57%
Alaska
99%
17%
Grid Edge Wheel
2017
99%
1%
2018
72%
74%
Wyoming
A Global Snapshot of Grid Innovation
64%
72%
60%
18%
20%
5 MW
Colorado
2019
66%
Revenue Area
14%
02
2015
Q2 2017
30%
0.38 GW
Arizona
2021E
Japan
28%
227 MW
2018
6%
There are now more than 2 million solar installations in the U.S., with an additional 2 million coming by 2023. Distributed generation offers both opportunities and challenges for grid operators that have relied on one-way power flows for decades.
0.04 GW
Oregon
Brazil
4 MW
5 MW
89%
In two years, DERs have more than doubled in the Texas power market ERCOT from Q4 2016 to Q4 2018.
2020E
2016
Florida
131 MW
Missouri
17%
26%
North Carolina
1.2 M Connected Lighting
Hawaii
157 MW
Renewable penetration across U.S. energy markets
8%
Georgia
3 MW
Michigan
United Kingdom
Japan
1.05 GW
1
02
Australia
19%
201 MW
2024E
99%
2022E
1.9 M Connected Lighting
Georgia
The consultancy Bridge to India expects utility-scale solar capacity additions to cross 10,000 megawatts for the first time in 2019 in India, and for rooftop solar capacity additions to rise nearly 50%.
150
Japan’s most recent Big Energy Plan calls for 44 percent of its 2030 power mix to be zero-emission using a mix of renewables and nuclear. Since 2016, the country has also deregulated its electricity sector with more than 450 energy retailers competing to offer solar and energy storage.
1.07 GW
5
Michigan
72%
Other Nonrenewable
32%
115 MW
Australia
0.21 GW
Market & Business Transformation
20%
California
2.17 GW
1%
2019E
5
2020
157
5 MW
56%
27%
8.7 M Smart Thermostats
26%
60%
8.63 GW
2.02 GW
Africa
India
3%
Pre 2010
2.11 GW
6%
10.38 GW
All States
Utility systems are grappling with a host of new technologies that provide challenges and opportunities for system operations. These technologies can be categorized in three groups: software & analytics, distributed energy resources (DERs), and connected hardware devices.
66%
17.1 M
The combination of advanded metering infrastructure (AMI), connected devices such as smart thermostats and voice assistant devices are offering new opportunities for homes to be active participants in grid services.
82%
4
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60%
Connecticut
10%
Today, software controls and DERs, including rooftop and community solar, behind-the-meter energy storage, intelligent homes and grid integrated buildings, are giving grid operators a way to rethink their business and operational models that offer both new sources of revenue and increased resiliency.
95%
California
77%
200
Arizona
131
5
75%
3
22%
21.8 M
75%
21%
3.56 GW
North Carolina
201
6%
2013
Idaho
2.4 M
0.64 GW
Illinois
0.78 GW
10,000 MW
171
3
28%
6
64%
Maryland
64%
2014
Growth of U.S. distributed storage
Washington, DC
10.6 M Voice Assistant Devices
A global snapshot of grid innovation
32%
Grid Edge Wheel
0.30 GW
40
Wyoming
Rhode Island
Georgia
Australian utility Evoenergy is creating virtual power plants using a mix of residential and commercial demand response paired with distributed battery storage.
91%
40%
5 MW
171 MW
82%
California
Annual energy storage capacity additions (GW)
0.22 GW
182
System Performance
91%
5
2016
2022
3%
40%
182 MW
89%
37%
5 MW
UK has clocked more than a week without burning coal to fuel its power needs for the first time since the Industrial Revolution, instead relying primarily on wind and nuclear generation, followed by biomass, natural gas, solar and imported electricity.
2023E
2.72 GW
Distributed energy resources have set the stage for profound changes in the way power is produced, stored and used across power grids.
5
Q2 2018
143 MW
4.26 GW
Non-Residential
5
Technology Segment
143
59%
11%
Utilities are increasingly focused on the needs of their customers in areas that represent a new role, and business opportunity, for the utility. The goals of various customer engagement initiative can be categorized in three groups: new revenue streams, increased program participation, and customer retention and management.
0%
78%
2017
10,000 MW
New Hampshire
18
7.78 GW
4
37%
120
17%
4 MW
682 K Connected Lighting
Alabama
0%
U.S. annual solar PV power capacity additions (GW)
Intermittent renewable generation penetration varies by region, but is growing across all markets, with distributed generation growing in CAISO, ERCOT and PJM due to market condidtions.
79%
0%
32%
10,000 MW
Utilities have long-standing obligations to maintain power infrastructure and
operations. Grid Edge solutions can help
address these legacy operations in three
primary ways: optimizing assets and
infrastructure utilization, maintain a
reliable and resilient system, and
improving its ability to proactively detect
issues and deploy solutions
India
10.5 M
3.83 GW
265 K Connected Lighting
2.28 GW
Texas
Customer Engagement
4.4 M Smart Thermostats
2.24 GW
3%
Q4 2018
91%
30%
19%
10%
74%
0%
85%
1.4 M Smart Thermostats
0.80 GW
21%
12
4
Nevada
Growth of U.S. distributed solar
2018
10%
Distributed generation under 100 MW in ERCOT
150 MW
25%
Louisiana
25%
A brave new world
0%
19%
115
2.85 GW
0.10 GW
Delaware
Connecticut
0%
57%
77%
4 MW
7.7 M Voice Assistant Devices
37%
25%
Nebraska
Missouri
2011
Nevada
6.9 M Smart Thermostats
Distributed Generation Under 1 MW in ERCOT
1.70 GW
Adapting to DERs
79%
Traditional power flows evolve
1.93 GW
2016
20%
21%
0
6.35 GW
Colorado
1%
21%
New Jersey
1
11%
Louisiana
DERs proliferate
New Hampshire
Hawaii
26%
Germany
10,000 MW
Power (GW)
0%
0.34 GW
Washington
Maryland
20%
A Changing Grid
57%
66%
85%
20%
6%
Illinois
3.42 GW
While the Grid Edge is at the distribution and customer level, it’s impact can generate revenue thoroughout the power sector. This revenue areas breakdown into three main areas: wholesale supply, transmission and distribution, and retail power sales.
Nevada
Nebraska
Distributed energy resources have set the stage for profound changes in the way power is produced, stored and used across power grids.
30%
19%
Oregon
40%
Among most utilities today, adaptation is the first step as DER penetration grows. Customer adoption of solar, smart devices and battery storage has occurred with little coordination with power providers. Utilities have added advanced metering infrastructure, distributed sensors and intelligent grid software, but mainly as a means to accommodate DERs without a clear line of sight to new revenues.
28%
1%
0%
11%
Large power plants provided energy to homes and businsses and suppot services to the grid. While centralized generation will continue to play a major role in providing power, DERs are changing the picture.
32%
New Jersey
60%
Florida
72%
26%
28%
Alaska
Rhode Island
200
40
3.5 M Voice Assistant Devices
Other Nonrenewable
Intermittent renewable generation penetration varies by region, but is growing across all markets, with distributed generation growing in CAISO, ERCOT and PJM due to market condidtions.
72%
Q4 2016
2.49 GW
Q4 2017
Delaware
Other Renewable
120
Growth of U.S. distributed storage
Q4 2016
Q2 2017
Q4 2017
Q2 2018
227
Washington
Q4 2018
12.4 M Voice Assistant Devices
78%