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264 documents from Energy Innovation
POWERING AMERICA’S CLEAN ECONOMY A SUPPLEMENTAL ANALYSIS TO THE 2035 REPORT ELECTRICITY
The report demonstrates that the U.S. can achieve 80% clean electricity by 2030 without increasing wholesale electricity costs or compromising grid dependability. This transition would require 950 GW of new wind and solar capacity and 227 GW of battery storage, necessitating $1.5 trillion in clean energy capital investments. The '80% Clean' scenario avoids $1.7 trillion in health and environmental damages and 93,000 premature deaths through 2050 compared to a 'No New Policy' case. The analysis concludes that such a target is feasible and critical for enabling broader economy-wide decarbonization of transportation, buildings, and industry to align with a 1.5°C warming limit.
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Document type: Report
A 1.5°C NDC FOR CLIMATE LEADERSHIP BY THE UNITED STATES
The research paper proposes a comprehensive policy pathway for the United States to reach net-zero emissions by 2050 and a 50% reduction in GHGs by 2030. Using the U.S. Energy Policy Simulator, the authors argue that a small group of targeted policies—specifically a clean electricity standard, zero-emission vehicle mandates, and building electrification—can drive this transition. The analysis suggests that this pathway would not only meet climate goals but also expand the U.S. GDP by $920 billion by 2050 and create nearly 5 million new job-years, while significantly reducing premature deaths and respiratory illnesses due to the phase-out of fossil fuels.
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Document type: Research paper
A NATIONAL CLEAN ELECTRICITY STANDARD TO BENEFIT ALL AMERICANS
The report advocates for a U.S. federal Clean Electricity Standard (CES) targeting 80% clean power by 2030. It asserts that such a target is technologically feasible, affordable, and reliable, while providing significant co-benefits. Key arguments include the creation of hundreds of thousands of jobs, the avoidance of over $1.7 trillion in health costs through reduced air pollution, and the establishment of a foundation for 100% clean power by 2035. The document highlights that achieving this goal requires rapid infrastructure build-out, specifically approximately 95 GW of wind and solar annually, and emphasizes the need for federal policy to reduce siting and interconnection barriers.
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Document type: Report
ACCELERATING CLEAN, ELECTRIFIED TRANSPORTATION BY 2035: POLICY PRIORITIES
The report outlines a strategic policy framework to accelerate the transition to electric vehicles (EVs) in the U.S., aiming for 100% new EV sales by 2030-2035. It emphasizes the need for strong national fuel economy and emissions standards, equity-focused incentives, expanded charging infrastructure, and the growth of domestic battery and vehicle manufacturing. The document also details technical and regulatory requirements for grid integration, including streamlined interconnection, updated building codes, and smart electricity rate designs to ensure a reliable and equitable energy transition.
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Document type: Report
ACCELERATING CLEAN, ELECTRIFIED TRANSPORTATION BY 2035: POLICY PRIORITIES
The report argues that transitioning the U.S. transportation sector to 100 percent electric vehicle (EV) sales by 2030-2035, paired with a 90 percent clean grid by 2035, is technologically feasible and economically beneficial. It outlines a strategic framework focusing on national emission standards, targeted financial incentives, the expansion of charging infrastructure, and the growth of domestic manufacturing. The authors emphasize that this transition must prioritize environmental justice and social equity, specifically targeting low-to-moderate-income communities and those disproportionately affected by transportation pollution. Key recommendations include reforming the federal EV tax credit into a point-of-sale rebate, implementing 'made in America' policies for battery production, and streamlining grid interconnection and building codes to support rapid EVSE deployment.
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Document type: Report
NEW NEVADA MODELING SHOWS ACHIEVING STATE CLIMATE GOALS AND 1.5°C ALIGNMENT COULD ADD $700 MILLION TO STATE ECONOMY BY 2030
The research paper evaluates the impact of a 1.5°C-compatible policy scenario for Nevada, projecting that deep decarbonization across electricity, transportation, and buildings could add $700 million to the state economy and create 4,500 jobs by 2030. It contrasts a 'Business-As-Usual' outlook, where emissions are expected to increase by 12% by 2050, with a strategic policy package including a 100% clean electricity standard by 2035 and a transition to all-electric vehicle and building equipment sales. The analysis also highlights significant public health benefits, estimating the prevention of over 120 deaths annually by 2030.
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Document type: Research paper
A 1.5 CELSIUS PATHWAY TO CLIMATE LEADERSHIP FOR THE UNITED STATES
The report proposes a comprehensive policy pathway for the United States to reach net-zero emissions by 2050, aligning with IPCC 1.5 C targets. Central to this strategy is a Clean Electricity Standard (CES) requiring 100% clean electricity by 2035 and the total elimination of coal power by 2030. The pathway includes transitioning to 100% zero-emission vehicle sales for light-duty vehicles by 2035 and all-electric building equipment by 2030. The analysis indicates that this transition would increase U.S. GDP by $997 billion per year by 2050, create 5.5 million new job-years, and avoid over 65,000 premature deaths by 2050.
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Document type: Report
MODELING SHOWS MINNESOTA’S CLIMATE POLICIES WILL CUT EMISSIONS 8 PERCENT, BUT ADDITIONAL POLICIES NEEDED TO LIMIT WARMING TO 1.5°C
The report finds that Minnesota's business-as-usual scenario would only reduce emissions by 8% by 2050, failing to meet state goals or 1.5°C targets. While a proposed 100% clean electricity standard by 2040 could reduce emissions by 19% below the reference scenario, a more comprehensive '1.5°C Scenario'—incorporating aggressive electrification of buildings and transport, industrial fuel switching, and land management—could cut statewide emissions by over 75% by 2050. This deep decarbonization pathway is projected to add $11 billion annually to the state's economy and create 39,000 additional job-years by 2050, while avoiding 700 premature deaths and 20,000 asthma incidents annually.
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Document type: Research paper
MODELING SHOWS VIRGINIA CLEAN ECONOMY ACT WILL CUT STATEWIDE EMISSIONS 35 PERCENT, BUT ADDITIONAL POLICIES ARE REQUIRED TO LIMIT WARMING TO 1.5°C
The Virginia Clean Economy Act (VCEA) is projected to nearly eliminate power sector emissions and reduce economy-wide emissions by 35% by 2050 compared to business-as-usual. However, to meet a 1.5°C warming pathway, the document argues that Virginia must implement further policies across transportation, buildings, industry, and land use. A proposed '1.5°C Pathway Scenario' involving aggressive electrification and clean energy standards could achieve net-zero emissions before 2050, while generating over 11,000 job-years and increasing annual GDP by more than $2.6 billion by 2050.
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Document type: Research paper
CHINA’S CARBON NEUTRAL OPPORTUNITY
The report examines the economic advantages of aggressive decarbonization in China, highlighting that solar and wind power have become more cost-competitive than coal. It argues that a faster transition to clean energy will enhance China's global export position in solar PV and electric vehicles, reduce stranded asset risks associated with coal, and provide significant co-benefits in air quality and energy security. The authors advocate for peaking emissions by 2025 and implementing a combination of carbon pricing, performance standards, and green finance to ensure a high-quality economic transition.
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Document type: Report
COSTS DELAY THE OF
The report examines the physical and economic consequences of delaying climate action. It argues that because CO2 persists in the atmosphere and natural carbon sinks are saturating, stabilizing concentrations requires emissions to reach nearly zero. Delaying this transition increases the risk of nonlinear 'tipping points,' such as methane release from the Arctic, and leads to higher costs due to the need for more aggressive deployment of clean energy and the premature retirement of polluting assets. Using the Energy Policy Simulator for the U.S., the report finds that delaying action until 2030 increases the net present value of expenditures by 72% compared to starting in 2021.
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Document type: Report
INCREASING ELECTRIC VEHICLE CHARGING ACCESS AT MULTI-UNIT DWELLINGS: WORKSHOP SUMMARY REPORT
The report identifies significant barriers to EV adoption for California's multi-unit dwelling (MUD) residents, including outdated electrical infrastructure, split incentives between landlords and tenants, and a lack of private capital. It proposes a multi-pronged approach to increase access through updated building codes, streamlined permitting, utility-led 'make-ready' investments, and the use of low-power Level 1 charging to reduce costs and grid strain. The document emphasizes that achieving California's goal of 5 million zero-emission vehicles by 2030 requires addressing these equity gaps, as MUD residents—particularly renters—will be a critical market segment for growth after 2025.
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Document type: Report
COMPARING 2019 SECURITIZATION LEGISLATION IN COLORADO, MONTANA, AND NEW MEXICO
The document analyzes the 2019 securitization laws of Colorado, Montana, and New Mexico, which allow utilities to issue ratepayer-backed bonds to refinance investments in early-retired electric plants. It identifies Colorado's legislation as a 'best practices model' due to its extensive consumer protections and public interest requirements, while noting that New Mexico's law is more narrowly focused on a specific utility and plant. Montana's approach is described as falling between the two. The brief highlights key legislative elements such as the ability of commissions to hire independent experts, requirements for quantifying consumer savings, and the use of bond proceeds to mitigate impacts on workers and communities.
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Document type: Briefing
ILLUSTRATIVE PATHWAYS TO 100 PERCENT ZERO CARBON POWER BY 2035 WITHOUT INCREASING CUSTOMER COSTS
The document explores five supply-side pathways to reach 100 percent zero carbon power in the U.S. by 2035. It argues that while the final 10 percent of decarbonization is the most expensive, it can be achieved at a cost that keeps average wholesale rates similar to the 2020 average of 5.2 cents/kWh. The analyzed pathways include three green hydrogen options (fuel cells, turbine retrofits, and synthetic methane) and two carbon capture options (CCS retrofits and Direct Air Capture). The report highlights that green hydrogen production costs could drop to $1.50/kg by 2030 due to falling solar and wind costs and cheaper electrolyzers.
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Document type: Report
OFFSHORE WIND: A BOON TO CLIMATE GOALS AND ECONOMIC GROWTH
The document argues that offshore wind is a critical resource for achieving zero-emissions targets due to plummeting costs and high capacity factors. It highlights the transition from fixed subsidies to competitive procurement in Europe as a model for cost reduction and notes that floating turbines could unlock 80 percent of global offshore potential. For the U.S., it recommends establishing procurement targets, creating an interstate transmission backbone, and converting tax credits to direct payments to accelerate deployment.
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Document type: Briefing
POLICIES TO SUPPORT A COMPETITIVE WHOLESALE ELECTRICITY MARKET IN THE SOUTHEAST U.S.
The document advocates for the transition of the Southeast U.S. electricity sector from vertically integrated monopolies to a competitive wholesale market, potentially via a Regional Transmission Organization (RTO). It highlights that such a shift could save customers 29 percent on electricity costs and reduce emissions by 37 percent below 2018 levels by 2040. The authors suggest incremental steps, such as Energy Imbalance Markets (EIM) and all-source procurement, as pathways toward full restructuring. Additionally, the report emphasizes the need for integrated distribution planning for distributed energy resources and a 'just transition' framework to support communities affected by the phase-out of coal power.
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Document type: Report
SUMMARY REPORT: ECONOMIC AND CLEAN ENERGY BENEFITS OF ESTABLISHING A SOUTHEAST U.S. COMPETITIVE WHOLESALE ELECTRICITY MARKET
The report finds that transitioning from the current vertically-integrated monopoly structure to a competitive RTO in the Southeast would generate approximately $384 billion in cumulative savings by 2040. This shift would lower retail electricity costs by 29% and reduce carbon emissions by 37% relative to 2018 levels. The analysis highlights that competition accelerates the deployment of wind, solar, and battery storage, creating a net increase of 285,000 jobs compared to the business-as-usual scenario. The study contrasts this with the current Integrated Resource Plan (IRP) approach, which it characterizes as inefficient due to excessive reserve margins and a reliance on uneconomic coal generation.
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Document type: Report
Technical Report: Economic & Clean Energy Benefits of Establishing a Competitive Wholesale Electricity Market in the Southeast United States
The report uses the WIS:dom-P optimization model to compare four capacity expansion scenarios for the Southeast US: the current SE IRP, an economic IRP without an RTO, an SE RTO, and an SE RTO that retains uneconomic nuclear plants. The findings indicate that the SE RTO scenario is the most economic, offering cumulative savings of $383.7 billion by 2040 and the highest job creation. Retaining nuclear plants further reduces emissions, saving an additional 156.76 million metric tonnes of CO2 by 2040 at a minimal additional cost. The study also highlights the role of variable renewable energy (VRE) and storage in meeting seasonal demand peaks and the importance of transmission expansion in a coordinated regional market.
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Document type: Report
SOLAR FOR COAL SWAPS
The document explores 'solar for coal swaps,' where third-party investors and developers purchase and retire a utility's coal assets in exchange for contracts to provide new solar power. This model aims to bypass utility inertia and high costs, particularly for municipal and cooperative utilities. The brief highlights that by 2025, 22.5 GW of such plants will be uneconomic compared to local solar. Case studies from New Mexico and Colorado, involving Kit Carson Cooperative, Holy Cross Energy, and Delta Montrose Electric Association, demonstrate how these swaps can reduce consumer rates and promote local economic development despite resistance from wholesale providers like Tri State Generation and Transmission Cooperative.
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Document type: Briefing
WHY THE CLEAN ENERGY INDUSTRY SHOULD BE INTERESTED IN RESOURCE ADEQUACY
The policy brief examines how the shift toward variable renewable energy and distributed energy resources (DERs) challenges traditional grid planning paradigms. It argues that the historical reliance on the Planning Reserve Margin (PRM) heuristic is increasingly inadequate for ensuring reliability in a high-renewables system. Furthermore, it warns that fossil fuel incumbents are exploiting these planning uncertainties to protect their market share by framing technical challenges as insurmountable barriers to decarbonization.
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Document type: Policy brief