Three years ago, we in North Carolina’s Polk and Henderson counties learned that Duke Energy wanted to string old-fashioned powerline pylons through our corner of western North Carolina as part of a plan to “modernize” our electrical grid. As they say, it didn’t go well.
The grassroots campaign that sprang up to oppose the erection of the 190-foot steel towers successfully convinced Duke to abandon that aspect of its plans, and there was much rejoicing. I told the story with visual aids (and references) in this TEDx talk. Since then, Duke has also given up on its plan to include a “peaker” power plant to supplement the two modern, efficient, 280-megawatt combined-cycle natural gas turbines that will replace the aging 376 MW coal-fired plant at Lake Julian just south of Asheville. It also agreed to build at least 15 MW of solar capacity, and even threw in 5 MW of battery storage. Again, there was much rejoicing. (Although, 5 MW seems awfully paltry, given that Tesla recently installed 100 MW of battery storage at a wind farm in South Australia. The project was completed in under 100 days and earned the host utility $800,000 in just 48 hours.)
But the celebratory spirit may not last long. The new turbines, scheduled to be spinning by early 2020, will cost north of $1 billion, and that expense will be picked up by Asheville rate-payers. As it should in a state where all electricity is supplied by a regulated monopoly. The problem is, as many energy experts pointed out three years ago, it takes decades to recover the costs of new fossil-fuel power plants. Long before that, Duke could find its new facility has turned into what economists call a “stranded asset” — a white elephant that will need to be decommissioned before it’s paid off.
A recent report from the Rocky Mountain Institute, which has proved remarkably prescient about these matters for decades, concluded that:
because of recent innovation and rapid cost declines in renewable energy … technologies, clean energy portfolios can often be procured at significant net cost savings, with lower risk and zero carbon and air emissions, compared to building a new gas plant.
Master explainer David Roberts sums it up this way:
More strikingly, “the new-build costs of clean energy portfolios are falling quickly, and likely to beat just the operating costs of efficient gas-fired power plants within the next two decades.” Depending on gas prices, within two decades — well under their rated lifespan — natural gas plants built today will be uncompetitive. That’s a lot of potential stranded assets.
Duke Progress customers could end up paying for a power plant they don’t need because solar and wind power is much cheaper to install and generate.
Which brings us back to power lines. There’s no doubt that western North Carolina’s mountains can accommodate a certain amount of solar farms, and we should be building them as fast as humanly possible. But the topography here means that particular tech is probably won’t be able to meet all our commercial, industrial and residential demands. We could probably build a fair bit of wind, too, if we gave up worrying about untouched mountain ridge vistas. Realistically, though, running our entire economy on renewables will almost certainly mean transmitting those electrons from more suitable (i.e., flat) locations — specifically eastern North Carolina, including off-shore.
In the three years since Duke floated its ill-fated proposal to more closely connect eastern and western North Carolina’s electrical grids, falling cost trends for solar and wind have only accelerated. Again, David Roberts tells you what you need to know. In addition, the data gaps in our understanding of just how problematic natural gas combustion can be for the Earth’s energy balance — at best it’s a wash with coal, at worst it could tip us over dangerous climate change thresholds — are shrinking almost as quickly. We’re finally getting some good numbers on how much methane leaks from wells and pipelines directly into the atmosphere, and it looks like things are nowhere as optimistic as the energy industries would have us believe.
The bottom line is the case for new power lines that supply renewably generated electricity has only strengthened. Fortunately, those lines can be much shorter and less obtrusive than Duke’s original plans called for. So there’s really no good reason to oppose the idea of more power lines in principle. We just need to keep pressuring Duke to keep up with the latest technological trends.
All of this was foreseen by more forward-thinking observers long before Duke unveiled its modernization plan. Yet Duke chose to embrace yesterday’s technology. Just like it did with Cliffside Steam Station Unit 6 in Mooresboro, N.C., a coal-fired plant that only fired up in 2012. The chances that plant will ever pay back its $2.4 billion cost are vanishingly small, given that coal is already more expensive than competing technologies — and that’s without carbon pricing, which is inevitable, Donald Trump’s atavistic attitudes toward fossil fuels notwithstanding.
But there are reasons for hope that Duke is getting with the program. Cliffside 6 may have been a fool’s errand, but it’s probably the last coal-fired plant the company will ever build. And North Carolina is now the second-largest generator of solar power in the country, after Calfornia, a position that would be only possible with Duke’s enthusiastic cooperation, given that it’s illegal for any N.C. generator to sell any electricity to anyone but Duke. Plus, this month the state finally introduced a new rebate program to put solar arrays on your roof.
So cheer up, Brian. Always look on the bright side of life. That’s the side the solar panels should face.





Indeed, this is what a growing list of science fiction authors are postulating. Coincidentally, just a few days before coming across that paper, I finished reading Kim Stanley Robinson’s latest epic, 
