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Freezing temperatures plus late sunrises have led to some close calls in Texas.
The Texas grid has had two close calls already this week, leading ERCOT, the electricity market that covers about 90% of the state, to ask households, businesses, and government agencies to conserve energy due to high demand. These calls for moderation are nothing new — ERCOT issued several of them issued this summer, when temperatures were over 100 degrees Fahrenheit in much of the state. What’s new is that these calls weren’t coming on sweltering afternoons, but rather on freezing mornings.
Traditionally, we start to get nervous about the electric grid in the summertime around sunset. With air conditioners running and people getting home from work, demand for electricity goes up just as a major source of it (that is, solar power) starts to taper off. This effect is known in California as the “duck curve,” and in Texas as the “dead armadillo curve,” referring to the shape of graphs showing hourly demand on the grid.
The basic issue on very cold days like the ones Texas has been experiencing is that people wake up and start consuming electricity — especially heat, which is largely electric in Texas — before the sun comes up. Solar power provides around a fifth of the state’s electricity in the afternoon, even in winter. But at 7 a.m. on a January morning in Austin, the sun is nowhere to be found. Add on the fact that the rest of the system, especially its natural gas production system and power plants, is at risk of weather-related issues — sometimes literally freezing — and winter, especially winter mornings, become very touch-and-go.
While the Texas grid is unique in its relatively free-market organization and isolation from the rest of the country, it is certainly not unique in experiencing winter — if anything, more of the country may start to look like Texas. Not every decarbonized energy system would be at the mercy of very cold mornings, and batteries for storing excess electricity on the grid can help fill gaps when solar is unavailable. But decarbonization nationwide will necessarily lead to load growth, which means that making it so you can get out of bed and keep your toes warm will put pressure on electricity systems everywhere.
New England’s grid is forecasting that its winter peak demand will increase around 3% per year, three times faster than the summer peak, with some 3,000 megawatts of that 6,000 to 9,000 MW projected increase coming from electrification of home heating. In New York, grid planners expect heating-related demand to double over 30 years, and even surpass summer demand by around 2040 thanks to a combination of electric vehicle adoption and the use of heat pumps for home heating. In Quebec, which features a unique combination of extremely cold winter temperatures and plentiful green energy in the form of hydropower from its massive dams, plus home heating systems that are mostly electric already, demand tends to peak on very cold winter days.
While Texas is unlikely to pursue climate policy as aggressive as New England, New York, or (shudders) Canada, it does have a burgeoning renewables sector and an incumbent electrified home heating system that leaves it vulnerable to weather-dictated swings in demand.
And Texas has been uncommonly cold lately. In Austin, temperatures have remained below freezing since very early Sunday morning, dipping as low as 18 degrees on Monday and Tuesday mornings. In Houston, temperatures got as low as 20 on Tuesday morning. The system burst through its January demand record by 5,000 megawatts early this week, breaking a record set in late 2022 during Winter Storm Elliott.
This time, the grid was able to meet the high winter demand without malfunctioning, unlike during 2021’s Winter Storm Uri, when much of the state’s generation system tripped offline for days, resulting in prolonged blackouts and hundreds of deaths.
Since Winter Storm Uri, advocates and analysts have bemoaned that while Texas does have electrified heating, it tends to be inefficient resistance heat (think electric furnaces and baseboard heating) instead of more efficient heat pumps, which is then called upon to heat homes built with little or sometimes no insulation. At very low temperatures, according to one expert report on Winter Storm Uri, “uninsulated homes cannot be heated effectively.” Texas only adopted a mandatory building code in 2001; last year, the state’s Governor Greg Abbott vetoed a bill that would have updated codes for new buildings in the course of a fight with the state legislature over property taxes.
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Did a battery plant disaster in California spark a PR crisis on the East Coast?
Battery fire fears are fomenting a storage backlash in New York City – and it risks turning into fresh PR hell for the industry.
Aggrieved neighbors, anti-BESS activists, and Republican politicians are galvanizing more opposition to battery storage in pockets of the five boroughs where development is actually happening, capturing rapt attention from other residents as well as members of the media. In Staten Island, a petition against a NineDot Energy battery project has received more than 1,300 signatures in a little over two months. Two weeks ago, advocates – backed by representatives of local politicians including Rep. Nicole Mallitokis – swarmed a public meeting on the project, getting a local community board to vote unanimously against the project.
According to Heatmap Pro’s proprietary modeling of local opinion around battery storage, there are likely twice as many strong opponents than strong supporters in the area:
Heatmap Pro
Yesterday, leaders in the Queens community of Hempstead enacted a year-long ban on BESS for at least a year after GOP Rep. Anthony D’Esposito, other local politicians, and a slew of aggrieved residents testified in favor of a moratorium. The day before, officials in the Long Island town of Southampton said at a public meeting they were ready to extend their battery storage ban until they enshrined a more restrictive development code – even as many energy companies testified against doing so, including NineDot and solar plus storage developer Key Capture Energy. Yonkers also recently extended its own battery moratorium.
This flurry of activity follows the Moss Landing battery plant fire in California, a rather exceptional event caused by tech that was extremely old and a battery chemistry that is no longer popular in the sector. But opponents of battery storage don’t care – they’re telling their friends to stop the community from becoming the next Moss Landing. The longer this goes on without a fulsome, strident response from the industry, the more communities may rally against them. Making matters even worse, as I explained in The Fight earlier this year, we’re seeing battery fire concerns impact solar projects too.
“This is a huge problem for solar. If [fires] start regularly happening, communities are going to say hey, you can’t put that there,” Derek Chase, CEO of battery fire smoke detection tech company OnSight Technologies, told me at Intersolar this week. “It’s going to be really detrimental.”
I’ve long worried New York City in particular may be a powder keg for the battery storage sector given its omnipresence as a popular media environment. If it happens in New York, the rest of the world learns about it.
I feel like the power of the New York media environment is not lost on Staten Island borough president Vito Fossella, a de facto leader of the anti-BESS movement in the boroughs. Last fall I interviewed Fossella, whose rhetorical strategy often leans on painting Staten Island as an overburdened community. (At least 13 battery storage projects have been in the works in Staten Island according to recent reporting. Fossella claims that is far more than any amount proposed elsewhere in the city.) He often points to battery blazes that happen elsewhere in the country, as well as fears about lithium-ion scooters that have caught fire. His goal is to enact very large setback distance requirements for battery storage, at a minimum.
“You can still put them throughout the city but you can’t put them next to people’s homes – what happens if one of these goes on fire next to a gas station,” he told me at the time, chalking the wider city government’s reluctance to capitulate on batteries to a “political problem.”
Well, I’m going to hold my breath for the real political problem in waiting – the inevitable backlash that happens when Mallitokis, D’Esposito, and others take this fight to Congress and the national stage. I bet that’s probably why American Clean Power just sent me a notice for a press briefing on battery safety next week …
And more of the week’s top conflicts around renewable energy.
1. Queen Anne’s County, Maryland – They really don’t want you to sign a solar lease out in the rural parts of this otherwise very pro-renewables state.
2. Logan County, Ohio – Staff for the Ohio Power Siting Board have recommended it reject Open Road Renewables’ Grange Solar agrivoltaics project.
3. Bandera County, Texas – On a slightly brighter note for solar, it appears that Pine Gate Renewables’ Rio Lago solar project might just be safe from county restrictions.
Here’s what else we’re watching…
In Illinois, Armoracia Solar is struggling to get necessary permits from Madison County.
In Kentucky, the mayor of Lexington is getting into a public spat with East Kentucky Power Cooperative over solar.
In Michigan, Livingston County is now backing the legal challenge to Michigan’s state permitting primacy law.
On the week’s top news around renewable energy policy.
1. IRA funding freeze update – Money is starting to get out the door, finally: the EPA unfroze most of its climate grant funding it had paused after Trump entered office.
2. Scalpel vs. sledgehammer – House Speaker Mike Johnson signaled Republicans in Congress may take a broader approach to repealing the Inflation Reduction Act than previously expected in tax talks.
3. Endangerment in danger – The EPA is reportedly urging the White House to back reversing its 2009 “endangerment” finding on air pollutants and climate change, a linchpin in the agency’s overall CO2 and climate regulatory scheme.