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IoT Roundtable Breakfast July 27, 2017
IoT Roundtable Breakfast
July 27, 2017
Presentation outline
• The Texas Energy Market
• About us – Vistra, Luminant and TXU Energy
• The Rise of Renewables
• The impact of (Smart Meter) technology
• What next ? What keeps us up?
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Texas is the largest electricity market
in the US
State electricity consumption 2015; TWh
0
50
100
150
200
250
300
350
400
450
500
TX FL PA CA IL AL NY GA NC OH AZ MI WA LA IN SC VA MO KY OK TN NJ WV WI MS
Source: EIA
Texas has by far the largest electric usage of any state – roughly equivalent to California, Oklahoma, Arkansas, Colorado, New Mexico, Massachusetts and Alaska combined
0
1000
2000
3000
4000
5000
6000
In fact, the 10th Largest Electricity Market
Globally
Source: EIA (latest available data)
Electricity consumption2014; Million MWh
Texas’ Generation Profile is Changing
44%
29%
12%
15%
0% 0%
2016
Natural Gas
Coal
Nuclear
Wind
Solar
Other
38%
40%
13%
8%
0% 1%
2010
Energy by Fuel Type (MWh)
Source: ERCOT Demand and Energy Reports
In a 6 year period, the percentage of energy produced by wind generation has almost doubled and natural gas generation has increased as well while coal generation has
declined 25% from its previous production level.
Generation and Retail are competitive while Transmission and Distribution segment
remains fully regulated
In Competitive Areas Of Texas, Different Companies
Serve Each Part Of The Electric Value Chain
Luminant
TXU Energy
TXU Energy
Oncor
Presentation outline
• The Texas Energy Market
• About us – Vistra, Luminant and TXU Energy
• The Rise of Renewables
• The impact of (Smart Meter) technology
• What next ? What keeps us up?
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Our company
A Powerful Combination
Expertise and resources to meet the sophistication of any customer.
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Presentation outline
• The Texas Energy Market
• About us – Vistra, Luminant and TXU Energy
• The Rise of Renewables
• The impact of (Smart Meter) technology
• What next ? What keeps us up?
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The Rise of Renewables – A Confluence of
Forces
Corporates are increasingly adopting
Renewables
Texas is a renewables leader
Vistra is a large integrated Renewables Player
in Texas
There are several ways to go Renewable
Presentation outline
• The Texas Energy Market
• About us – Vistra, Luminant and TXU Energy
• The Rise of Renewables
• The impact of (Smart Meter) technology
• What next ? What keeps us up?
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Convenience.
Control.
Savings.
iOT provides innovative product opportunities
– TXU iThermostat example
Technology advancements drive continuous
innovation – Amazon Alexa example
Smart Meters are ubiquitous in Texas
Installed per TDSP (as of 2016)
Oncor: 3 million +
CenterPoint: 2 million +
AEP: 1 million +
TNMP: 200,000 +
Sharyland: In Progress
Source: ERCOT
Smart Meters have had a significant impact
to the business
• Usage is recorded in 15 minute
intervals (96 intervals per 24 hrs)
• Remote capabilities
• Producing a treasure trove of data
that enable unique customer &
energy management insights
MyEnergy Dashboard Example
Threshold Alert
Weekly Electricity Usage Alert
Budget
Enabling Product Innovation
Presentation outline
• The Texas Energy Market
• About us – Vistra, Luminant and TXU Energy
• The Technology Enabled Rise of Renewables
• The impact of Smart Meter technology
• What next ? What keeps us up?
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• Transition to distributed grid
• Development of microgrids
• Increase in intermittent resources
• Entry of unconventional competitors
• Continued low wholesale prices
• Technological developments
• Other?????
Trends that could impact future
