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TowardaCleanEnergy-LedEconomic
DevelopmentStrategyforSouthCarolina
SeizingtheCleanEnergyOpportunityin‘ThreeCs’
Competitiveness
IndustryPrioritization
StrategicPublic-PrivateFederal
IndustrialPolicyCoordinationIncentive
Uptake
Constraints
Policy
Environment
InnovationEcosystem
Capital
Availability
DataGaps
Education
&Skills
Gaps
SupplyChainNetworks
Coordination
?Haveaplanforworkingwithfederalentitiestomaximizethebenefitsfromrecentlegislation.
?Coordinatebetweenstateagenciesaroundsharedroadmaps,strategies,andsolutions.
?Developmechanismsforcoordinatingbetweenpolicymakersandprivate
industryinstrategicindustries.
?Proactivelycommunicatewith
communitygroupstounderstandandovercomelocalinvestmentbarriers.
ThreeCs:Competitiveness
SouthCarolinahasaonce-in-a-generationopportunitytotakeadvantageofprivatemomentumandpublicincentives
SouthCarolinaislikelytobemorecompetitiveinenergytransitionindustrieswhereithasrelatedexistingcapabilities.
Moststateslackcoherentorcohesiveindustrialstrategiesforpriorityenergytransitionindustries.
Theuseofincentivestoattractstrategicprojectscanbolstercompetitivenessand
economicdevelopmentinaregioniftargetedappropriatelyandwhenconductedwithbest-practiceprogramdesign.
RMI–Energy.Transformed.
ThreeCs:Constraints
SouthCarolina’seconomyandpopulationisbooming,creatingcapacitychallengesandinvestmentopportunities.
SouthCarolinahasacompetitivemanufacturingindustrythatpositionsitwelltoattractnewcleantechinvestments.
Corporatedemandfor24/7cleanelectricityandgreensupplychainsiscreatinggrowingsiting,permitting,andtransmissionchallenges.
Growingdemandiscreatingworkershortagesandskillsgaps.
Communityoppositionamidlegaciesofenvironmentalpollutionandeconomicinequalitywillhavetobeproactivelymanaged.
"ValleyofDeath"challengesinconvertingacademicknowledgeandcapacitytoentrepreneurshipandproductsareongoing.
RMI–Energy.Transformed.
ThreeCs:Coordination
SouthCarolinashouldincreaseitseffortstocoordinatewiththefederalgovernmenttomaximizebenefitsofnewlegislation.
Inter-agencycoordination,ineffortssuchasPowerSC,canbepowerfulmechanismsofeconomicchange.
Public-privatecoordinationcanhelpcreategloballycompetitiveclustersinstrategicindustries,suchasalongtheI-85corridor.
RMI–Energy.Transformed.
ACleanEnergy-LedIndustrial&
EconomicDevelopmentStrategy
forSouthCarolina
ConDllSlhInputInvestments
Clean
Electricity
Capital
Availability
Land
Workforcedevelopment
Entrepreneurship&innovationpolicies
PrioritizeKeyIndustries
SCPublicService
Commission
Docket
R&Dtaxcredits
GreenBankthroughGGRF
Workforcegapanalysis
"BuyClean"policies
Governor’sClosingFund
Industrialsiteregister
Solar
Cleanenergy
curriculum
development
SCNexus
TransmissionPlanning
StateEnergyFinancing
Institution
Green
infrastructureconnectivity
CleanStandards
Economic
Development
Set-Aside
EVs
JobTrainingIncentives
GreenTariffs
Permitting
&sitingreform
JobDevelopmentCredit
GreenHydrogen
Public
Procurement
IndustryRoadmaps
SupplyChainGapAnalysis
Project
ombudsman
I-85CleantechIndustrialCorridor
RMI–Energy.Transformed.
TheIRAIsa
GenerationalOpportunityforSouthCarolina
RMI–Energy.Transformed.
Thecleanenergyeconomyisbooming
ThereisagenerationalopportunityforSouthCarolinatogetinonthegroundflooroftheenergytransition
RMI–Energy.Transformed.
Especiallycleanenergymanufacturing
SouthCarolinahasalreadyseenanexplosioninmanufacturingprojects,showingthehypeisreal.
RMI–Energy.Transformed.
IRA+IIJA+CHIPS=Abigdeal
UnprecedentedfederalsupportputsUSindustriesinapositiontocompeteglobally
Energy.Transformed.
HeadlineIRAnumbersundersellitspotential
Uncappedtaxcreditscouldleadto~$1trillionspendingbill
RMI–Energy.Transformed.
SouthCarolina’s
CleanEnergyEconomy
RMI–Energy.Transfformed..
BoomtimesforSouthCarolina
ThePalmettoStateisgrowingatarapidpace,creatingopportunitiesandputtingpressureoninfrastructure
RMI–Energy.Transformed.
RMI
.
Energy.
SouthCarolina’scleanenergyeconomy
ThelargestsegmentsofSC’senergyeconomyareinconstruction,utilities,andarangeofmanufacturingsectors.Its
fastestgrowingsectorinrecentyearshasbeenmotorvehiclemanufacturing,whileutilitiesandconstructionhaveshrunk.
SouthCarolina’scleanenergyemploymentSouthCarolina’slargestcleanemployersareinelectricpowergenerationandenergyefficiency.
RMI–Energy.Transformed.
SouthCarolinahasalreadyreceivednearly
$1billioninfederalcleanenergyinvestmentsInaclimate-alignedscenario,thiscouldincreaseto$10-14billiontotalby2031ascleanelectricity,manufacturingandvehicletaxcreditsstimulategrowthinthestate.
RMI–Energy.Transformed.
Asignificantplayerincleantechinnovation
Asentrepreneurssearchforthenextwaveofcleanenergytechnologies,SouthCarolina’srelativestrengthinattractingfederalR&Ddollarsandinventingnewpatentspositionsitwelltocapitalize.
RMI–Energy.Transformed.
SouthCarolinaisaddingrenewableelectricityat
aquickpace
Aslegislatorshaveremovedregulatorybarrierstocleanenergy,thestatehasseensomethingofaboominrenewableelectricity,especiallysolar,althoughthishasbeenslowerthaninstateslikeVirginiaandFlorida.
RMI–Energy.Transformed.
Industrialenergyusedrivesstateeconomy,
andelectricityisamongcheapestintheregionThepriceofenergyforindustrialusersisakeycompetitivenessdriverforthestate,puttingpressureonregulatorsanddeveloperstomaintainthepaceofdeploymentevenasthegridgetscleanerandmorereliable.
RMIEnergyTransformed
Thisisjustthebeginning…
RMI’sEnergyPolicySimulatorforecastscontinuedstronggrowthinrenewableelectricity,however
thispacevariessignificantlybyscenario.
RMI–Energy.Transformed.
SouthCarolina’sCleanElectricityOpportunity
RMI–Energy.Transformed.
SouthCarolinaoffersrelativelyaffordablepower,especiallyasneighboringstates’C&Iratesrise
CommercialCustomerRetailRateIndustrialCustomerRetailRate
Inrecentyears,SChasseen
limitedretailrategrowthcomparedtoitsneighbors
South
Carolina
Other
SoutheastStates
RMI–Energy.Transformed.Source:
EIA
AverageRetailPriceofElectricity,Annual.
LimitedexposuretogasmaybehelpingSouthCarolinakeeppowerrateslow
RelianceonGasforPowerGenerationGasandPowerPriceGrowth(2019-2023)
Gaspricesspikedfrom2020-2022
SouthCarolina’s
commercialpowerpricesremained
uniquelyflat…
…while
neighbors’haverisenupto30%
RMI–Energy.Transformed.Source:
EIA
StateElectricityProfiles,Table5.
EIAAverage
RetailPriceofElectricity,Annual.
EIA
NaturalGas(HenryHubNaturalGasSpotPrice).
However,electricitybillsarenegativelyimpactedbyuneconomiccoaloperation
?SCutilitiesfrequentlyoperatecoalresourcesattimeswhenlower
costalternative
resources(solarandbatterystorage)canbedrawnupontoprovideequivalentreliability
andmeetdemand.
?Thishasledto$406MinnetrevenuelossesforSouthCarolina’s
coalfleet,acostbornebycustomers.
$Millions
$40$30$20$10 $0-$10-$20-$30-$40
NetGenGWh
CrossPowerPlant
12015
42015
72015
102015
12016
42016
72016
102016
12017
42017
72017
102017
12018
42018
72018
102018
12019
42019
72019
102019
12020
42020
72020
102020
12021
42021
72021
102021
12022
42022
72022
102022
12023
42023
72023
102023
1,200
800
400
0
-400
-800
-1,200
NetRevenueNetGeneration
TheImpactofuneconomic
dispatchofcoal2015–2023inSouthCarolina
Grosslosses
$961M
Annualhouseholdbillimpact($)peryear*
$144
AvoidableCO2emissions
86Mtons
*ForcustomersofSanteeCooper
RMI–Energy.Transformed.
During2022’sWinterStormElliot~94,893SCcustomerswereaffectedbyrollingblackouts
?Meanwhile,windresourcesacrosstheEastern
Interconnectthatcould
havehelpedkeepthelightsonwerecurtailed(figureonright)*
?ACOREstudyfoundthat1GWofadditional
transmissionexpansionbetweenPJMandDuke’sutilityareacouldhave
providedcustomerswithelectricityvaluedatover$80M?
*"WastedWindandTenableTransmissionduringWinter
tl,fRionduringWinterStormElliot,
AmericanCouncilonRenewableEnergy,2023
RMI–Energy.Transformed.
Investmentapproachtoincreasestate’sattractivenessviaacleanerpowersector
Makeiteasyforlarge,energy-intensivebusinessestoensuretheirelectricitydemandismetwithincreasinglyclean(er)electricity.
Makeiteasierforcompaniestomeettheirgoals
Exposeutilities,notonlycustomers,tothecostofcontinuedfossilfueloperations
Incentivizecostreduction
Greasethewheelsfortherapid,scaleddeploymentofsolarandgrid-connectedbatterystoragethatutilitiesareplanningfor
Makethefuturegridcleaner
Exploretransmissionanddistributioninfrastructuresolutionsthatincreaseregionalinterconnectionandenablegreaterinterconnectionofsolar+storage
Cost-effectivelyplanfor
reliability
RMI–Energy.Transformed.
SouthCarolina’sGreenHydrogenOpportunity
RMI–Energy.Transformed.
Hydrogen’sversatilityindecarbonizingmultiplesectorsunlocksaUSeconomicmarketpotentialof$150Bandupwardof3.4millionjobsby2050
H2TotalAddressableMarket(TAM)
$Billions
160
87%
$150B
140
120
100
80
60
40
$20B
20
0
Power
HeatingIndustryTransport
Federalfundingsupportingindustrialdecarbonization
$316billion
financingandgrants
$32billion
financingandgrants
$339billion
financingandgrants
203020402050
RMI–Energy.Transformed.Source:
PathwaystoCommercialLiftoff:CleanHydrogenReport
,
RoadMaptoaUSHydrogenEconomy
CurrentdemandinSCmaybelow,butthereareeconomicgrowth,jobcreationopportunities
Socioeconomicbenefits
Cleanhydrogenisareadysolutiontodecarbonizeheavyindustryand
transport.
1
Theseassetsareoftenlocatedin
regionsandcommunitieshistoricallyunderinvestedin.
2
Investmentwillbringregionalsupplychaindevelopment,jobcreation,
innovation,andhealthbenefits.
3
Tounlockthesebenefits,hydrogenmarketgrowthmustbesupported.
RMI–Energy.Transformed.
Cleanhydrogenoffersapromisingpath
todecarbonizeSouthCarolina'straditionalheavyhydrocarbonmanufacturingandtransportindustries
IndustrialplantsacrosstheUnitedStates
Manufacturingandtransport
Hydrogenopportunities
Cleanhydrogenisareadysolutiontodecarbonizehighheatmanufacturing.
1
Hydrogencanbestoredandusedto
balanceenergysupplyanddemand,reducingpeakloadandimprovinggridstability.
2
Cleanhydrogencanpowerheavy-dutyvehiclesofferingazero-emissionsolutionforlong-haultransportation.
3
RMI–Energy.Transformed.
Source:USNationalCleanHydrogenStrategyandRoadmap
UnderstandinghowhydrogenfitsintoSouthCarolina’senergyandeconomicgrowthiskeytomaximizing
economicbenefitsandminimizingconstraints
Contextualizinglocalhydrogenpotentialagainstabroadercleanenergyecosystemwillensurepublicandprivatesectorsprioritizethestrongestopportunitiesforeconomicdevelopment.
CreationofanenablingenvironmentformanufacturingandindustrialdemandalongsidedevelopmentofskilledlaborwillensureSChasbuildingblocksfor
success.
Establishmentofsupportiveandstreamlinedframeworksforcleanenergy’sphysicalanddigitalinfrastructureareessentialtoacceleratethetransition.
RMI–Energy.Transformed.
SouthCarolina’sCompetitivenessProfile
RMI–Energy.Transformed.
SouthCarolina’sregionsalreadyspecializein
industriesrelevanttokeyfacetsofthetransitionThestate'sexistingstrengthsinvariousmanufacturingindustries,transmissionconstruction,andheavy
industrypositionitwelltocapitalizeonemergingopportunities.
RMI–Energy.Transformed.
Thispositionspartsofthestatetocompeteindifferentcleantechindustries
TheGreenville-Spartanburgareaperformswellinourfeasibilityscoresforbothbatterymanufacturingandgreenhydrogen.
RMI–Energy.Transformed.
Place-basedprioritizationoffeasibleindustriesSouthCarolinashouldbestrategicallydirectingitsscarceeconomicdevelopmentresourcestoindustriesthatbestleverageitsexistingcapabilities
RMI–Energy.Transformed.
Transitionsdonothappenontheirown;policymatters
SouthCarolinahasnothistoricallyuseditspolicyleverstoeffectivelyencouragetheenergytransition.
RMI–Energy.Transformed.
Cleanenergyeconomicdevelopmentpolicy
doesnotequalclimatepolicy
Climatepolicyapproachestodatehavebeentoopartisaninnatureandhavebeenapoorpredictorofcleaninvestmentattraction.
RMI–Energy.Transformed.
Industrial
strategyis
industry-specificAmoreeffectiveapproachwillbetoidentifypriorityindustriesanddeveloptargetedstrategiesforunlocking
investment.
RMI–Energy.Transformed.
SouthCarolina’s
Opportunitiesfora
Cleantech-LedEconomicDevelopmentStrategy
RMI–Energy.Transformed.
ACleanEnergy-LedIndustrial&
EconomicDevelopmentStrategy
forSouthCarolina
ConDllSlhInputInvestments
Clean
Electricity
Capital
Availability
Land
Workforcedevelopment
Entrepreneurship&innovationpolicies
PrioritizeKeyIndustries
SCPublicService
Commission
Docket
R&Dtaxcredits
GreenBankthroughGGRF
Workforcegapanalysis
"BuyClean"policies
Governor’sClosingFund
Industrialsiteregister
Solar
Cleanenergy
curriculum
development
SCNexus
TransmissionPlanning
StateEnergyFinancing
Institution
Green
infrastructureconnectivity
CleanStandards
Economic
Development
Set-Aside
EVs
JobTrainingIncentives
GreenTariffs
Permitting
&sitingreform
JobDevelopmentCredit
GreenHydrogen
Public
Procurement
IndustryRoadmaps
SupplyChainGapAnalysis
Project
ombudsman
I-85CleantechIndustrialCorridor
RMI–Energy.Transformed.
Emergingopportunities:Cleantech-ledEconomicdevelopmentstrategy
EconomicDevelopmentPlan
Lastplanwas2020–2023,andtheenergy/policyenvironmenthas
changeddramatically.
IndustryRoadmaps
Anewplanshoulddiveintostrategicindustries,identifyingspecific
investmentbarriersandvaluablesolutions.
RMI–Energy.Transformed.
Strategi
Place
BasedCoordination
Producti
InputInvestments:
cIndustryCoordination
?EVsupplychain
?Greenbuildingconstruction
?Solarelectricity
?Nuclear
?Low-carbonchemicals
?Greenhydrogen
?I-85CleantechIndustrialCorridor
?SCNexus
Demand
-PullMechanisms:
?"BuyClean"
?Cleanelectricity/vehicle/building/industrystandards
onIncentives
?Governor’sClosingFund
?EconomicDevelopmentSet-Aside
?JobDevelopmentCredit
?Regionaltransmission
?Innovationstrategy
?Workforcestrategy
?GreenBank
?SEFIeligibility
Emergingopportunities:I-85CleantechCorridor
I-85ClusterStrategy
AseriesoflargeprojectsintheEVSupplyChaincouldanchoracleantechclusteralongtheI-85.
RegionalCoordination
Asharedinvestmentattractionandretentionstrategycould
"liftallboats."
RMI–Energy.Transformed.
Emergingopportunities:StateEnergyFinancingInstitution(SEFI)
WhyshouldstatesestablishaSEFIProgram?
Attract
privatecapital
Passon
cost
savings
?Byfundingorfinancingaslittleas1%–5%ofprojectcoststhroughaneligibleSEFI,statescannowstrategically
Drivejobcreation
Growlocaltaxbase
access$40billionsinlow-interestfederalfinancingforlargeeconomicdevelopmentprojects.
?AnLPOloanwilltypicallycover60%–70%ofthetotalcosts,andprojectloansshouldtypicallybegreaterthan$100million.
Improve
airquality
Raise
additionalfinancing
?Thestateoraprojectsponsormayformaspecialpurposevehicle(SPV)toaggregatesmallerprojectsintoaportfoliothatcanusesmallerportionsofthe$100millionloan.
RMI–Energy.Transformed.
Emergingopportunities:GreenhouseGasReductionFund(GGRF)&SouthCarolinaGreenBank
?Greenbanksareaninnovativefinancialtoolforclimate-consciouseconomicdevelopment.
?Greenbankssustainablyfacilitatetheexpansionofrenewableenergyanddisaster-resistant
infrastructurebystrategicallyallocatingandgrowinganinitialendowmentoffunds
?GreenBankscanservemultipleroles:
?Connector,riskmitigator,directlender,bundler
?Replicablemodel:SouthCarolinaTransportationInfrastructureBank
?Opportunityi
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