I am not going to get into the avoided cost (benefits) analysis cause he just ignores how California parties and the commission calculate these things.
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Some things I can support conceptually:
1) you can’t treat self consumption
As a cost shift a priori. If you want to debate whether people pay a fair share that is a cost of service study.
2) the fact that care customers get paid less and their nem reduces care subsidy is a reasonable point
…
3) I am sympathetic to doing a look back that uses historical grid conditions and avoided costs. Early NEM solar was just what the doctor ordered. Incremental solar-only is pretty low value now.
First focus of the rooftop people
Needs to be being taken seriously as constructive professionals. Until that happens these kind of reports won’t mean anything, even if they are of better quality
Very good point. I can also agree that early NEM did have tremendous value and a very legit point to be made that the infrastructure deferral is justified.
Yeah I think many people
Still get this. The 75% haircut comes from two things: 1) rates =/= avoided costs; 2) solar used to coincide wit the hours that drove G,T, and D capicty needs. Now it mostly out of those hours and just avoiding energy….
What is average wholesale price? 3c? Then add maybe a bit of T&D (that still is earlier in day than caiso net peak) and line losses…people shouldn’t be surprised that it lands at like 5c
Comments
1) you can’t treat self consumption
As a cost shift a priori. If you want to debate whether people pay a fair share that is a cost of service study.
2) the fact that care customers get paid less and their nem reduces care subsidy is a reasonable point
…
Needs to be being taken seriously as constructive professionals. Until that happens these kind of reports won’t mean anything, even if they are of better quality
Still get this. The 75% haircut comes from two things: 1) rates =/= avoided costs; 2) solar used to coincide wit the hours that drove G,T, and D capicty needs. Now it mostly out of those hours and just avoiding energy….