The Energy Collective Group
This group brings together the best thinkers on energy and climate. Join us for smart, insightful posts and conversations about where the energy industry is and where it is going.
Shared Link
With this announcement the list of TX coal closures continues to grow. Currently there is still about 17.4 GW of coal capacity left in TX and half of this capacity now has an announced closure date.
What would it take to shutdown all of the remaining coal capacity in TX by 2030 and replace the current coal generation without adding new NG plants? 40 GW of new solar capacity in TX or about 4GW/year.
Current capacity of solar in TX is about 4GW and another 4 GW will be added next year. Can this pace be maintained for the full decade?
Plants highlighted in yellow have already retired...
Colete Creek coal to close. Can Texas shut down all its remaining coal by 2030?
The Coleto Creek Power Plant by 2027.The plant is designed to be a baseload plant, which means it provides enough power to meet energy demands at any time of day, but it has been operating at just 38% capacity in the first nine months of 2020
Discussions
yep... NG usage has recently risen in Texas. The data over the last decade shows that the rise in wind generation has not been able to offset both the rise in overall generation and the decline in coal generation.
However, now we have two new players in the Texas market - solar & storage. Solar can replace coal generation in TX while wind takes care of any rise in overall generation.
Coal generation will be about 80TWh in TX for 2020. Solar generation from utility facilities will rise by 8TWh in 2021. Simple math.
NG generation will stay falt goign forward.
Players in the Texas market already know this. Look at the Capacity change by Fuel Chart from ERCOT. NG capacity is flat over the last couple of years.
Plus there are other signs of change in NG market for Texas.
Luminant to retire another natural gas-fired plant in ERCOT
Luminant will decommission and retire the 69-MW, natural gas-fired Wharton County Generation plant, the Electric Reliability Council of Texas has said. It is the second fossil-fuel plant to be announced for retirement in Texas in as many days.
The facility's 2019 capacity factor was less than 0.9%, and Market Intelligence estimates its operating and maintenance expense at more than $149/MWh.
On Nov. 30, Luminant announced plans to retire on April 29 its 235-MW, gas-fired Trinidad Power Plant, about 70 miles southeast of Dallas. That plant had a capacity factor in 2019 of less than 3.2%, and its estimated O&M cost was almost $118/MWh.
Zero Carbon share of Texas market will grow even faster over the next decade as NG stays flat and coal share moves toward zero.
"and obviously solar would need to likely outbuild that 40 GW capacity since coal is able to serve as a baseline"
Matt,
Not sure what you mean by "baseline" here. On ERCOT coal currently bounces around throughout the day based on demand as well as how much wind is on the grid. Solar, with its current limited capacity has a minor effect on coal generation.
Going forward, solar will replace all daytime coal generation and nightime coal generation will need to be replaced by solar/storage, wind and/or NG generation. 40 GW of solar is enough to "displace" the remaining 80-90 TWh of coal generation on the ERCOT grid.
Below you can see a chart showing fuel share on ERCOT grid for the last two weeks. The remaining 17.3 GW of coal is bouncing between 5GW and 11GW of generation.
Over time as more wind and solar are added the coal gen range will move lower, capacity factors will drop and coal plants will be forced to retire. Rinse, repeat.
The current unknown - what will replace the lost coal capacity that is currently needed in early summer evening hours after solar generation drops?
It looks like about 1GW of storage is being built next year in TX. They will need a lot more.
Thanks for the LBNL report link - great resource.
Solar is definitely more valuable on ERCOT currently as wind tends to peak in evening/night hours and peak demand is mid/late afternoon.
That said - let's see what happens to value of wind as the 17.3 GW of coal on grid continue to drop off and wind has less competition.
Market prices tend to go negative when there is low consumer demand and the thermal generators that have chosen to remain online cannot be backed down further to allow the available, lower-cost wind generation to serve consumer demand.
Interestingly, there was somewhat of a flip in ERCOT November data - which was recently released. Instead of displacing coal - the additional solar and wind actually displaced NG in November. Not sure what was going on there... will have to see if that trend continues.
Note: also interesting to see the large chunk of NG simple cycle that was replaced this year. Will solar/storage continue that trend?
Large amounts of solar and wind coming onto ERCOT grid over the next 24 months - plenty of coal and NG to replace.
Get Published - Build a Following
The Energy Central Power Industry Network is based on one core idea - power industry professionals helping each other and advancing the industry by sharing and learning from each other.
If you have an experience or insight to share or have learned something from a conference or seminar, your peers and colleagues on Energy Central want to hear about it. It's also easy to share a link to an article you've liked or an industry resource that you think would be helpful.
Your access to Member Features is limited.
Sign in to Participate