California’s 2030 climate goals will be a big step forward for the state. We’re already making good progress achieving our 2020 goals (to return to 1990 levels of carbon emissions), with the state likely to hit that goal a bit early thanks to the global recession and the plummeting price of renewables. But the 2030 goals require an additional 5% reduction per year in emissions for the 2020s, to reduce our levels 40% below 1990 emissions. That’s a tall order.
Electric utilities will be a big part of the solution, but not just because of their efforts to decarbonize the electricity supply. They’re also needed to expand the kinds of things that can run on electricity instead of petroleum or natural gas.
SCE used an analysis from the consulting firm E3 that found the cheapest of three pathways to meeting the state’s 2030 emissions goals entails electrifying 24 percent of light-duty vehicles and 15 percent of medium-duty vehicles, in addition to reaching an 80 percent carbon-free electricity target. It also would require 30 percent of residential and commercial water and space heaters to run on electricity rather than gas.
This pathway seems achievable at a reasonable cost, given the advances in battery technologies on the vehicle side. Still, we will need to keep the federal tax credit in place or find a viable substitute to keep demand for EVs strong in the short run.
On the furnace and water heating side, we’ll need some new, cheaper products to wean buildings off of natural gas and onto clean electricity. But the good news is that achieving the 80% carbon-free electricity goal by 2030 may not be so daunting, given that we may be on track for 60% renewables by 2030 anyway, plus all the large hydropower that doesn’t count under the renewables mandate.
As always with the future, there are plenty of variables and unknowns. But California’s progress to date on clean tech gives us a clear idea of what’s needed — and what the costs may be — to achieve the 2030 goals.