Moving Infrastructure Forward - Investor Presentation
Wind Power Market Outlook
Wind power is already competitive in the regions that we serve
Wind is projected to be competitive on an
unsubsidized basis in 22 states by 2022 ...
(USD/MWh)
0 20
40
60
80 100 120
Southeast
Northeast
Mid-Atlantic
West
California
Midwest
Plains
Pacific NW
Texas
Delivered natural gas
price (USD/MMBtu)
2 3 4
2017*
2022
2026
US 2017 natural
gas LCOE by
gas price
Source: MAKE Consulting (2017 North America Wind Power Outlook)
...resulting in a market driven business model
Industry forecasts show drop in wind power
installations in 2021, as the 2015 extension of the US
Production Tax Credit begins to phase out
Magnitude of the projected drop is uncertain, and
depends on a number of factors, including:
-
-
Levelized cost of energy vs. other sources of
generation, particularly natural gas and solar
Renewable Energy Standards at the US state
level
Federal climate change policy
Speed of coal plant retirements
Overall load growth
Foreign tower imports
Future US offshore market
38
/ Moving Infrastructure Forward - Investor Presentation, October 2018
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