EPIC 2019: Keynote Address

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Electric Power Industry Conference

THE EVOLUTION OF THE T&D LANDSCAPE Craig Gob, VP/GM Eaton’s Electrical Engineering Services & Systems Division

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Eaton is a leading diversified power management company that provides reliable, efficient and safe power technologies.

Headquarters: Dublin, Ireland

Chairman & CEO – Craig Arnold

Key locations in Cleveland, United States; Shanghai, China; Morges, Switzerland; São Paulo, Brazil

Regional engineering teams to support products and custom solutions

Customers in more than 175 countries

Approximately 99,000 employees


Aerospace

Buildings

Data centers

Food and beverage

Government

Healthcare

Oil and gas

Pharmaceuticals

Vehicles

Water/wastewater

LOOK AROUND. Machine building

Marine

Rail

Renewables

Everything we touch, do, or experience in our modern world is made possible by power.


The Current Wars : AC vs DC

GEORGE WESTINGHOUSE The classic AC visionary

Thomas Edison The iconic DC inventor

It took a massive battle to define the difference between AC and DC but today‌. their systems have been working together for years!

The Power of the Future is in your hands!



EVOLUTION OF ELECTRIC INDUSTRY 1900 - 1970

“Golden Age” – Regulated monopolies; “bigger is better”

1970 - 1980

“Age of Competition” – Prices rise; PURPA allows non utility generation

1990 - 2000

“Restructuring Game Plan” – Deregulation & rise of independent producers; feds open wholesale markets

2000 - 2019

“Renewables Era” – Wind, solar growth exponential; demand flattens; states adopt energy efficiency standards

2019 onwards

“Utility 2.0” – Technological revolution with the advent of Data Analytics, Cybersecurity, etc.

Much has happened, but this is just the beginning!


EXPECTATION VS REALITY What 2018 looked like in 2011?

What was 2018’s reality? 35%

40%

28%

26%

19%

20% 14%

17%

We’re doing better than expected in the renewable vs coal shift


U.S. ELECTRICITY INDUSTRY Accelerating Market

.

$89+ Billion

OU Transmission Investment 2018-21

31%

Electricity Demand Rise (2019 2050)

Disruptive Technologies

.

Endless Opportunities

6.3 Million

Miles of distribution lines in the U.S.

1.3 Million

Workers employed in T&D and storage

Growth across the Board – Money, Jobs & Innovation


TRENDS IN THE ELECTRIC INDUSTRY IOT & connected grid IoT and analytics market for utilities is expected to grow to over $5 billion worldwide in the next 10 years

Utilities & Telecom Synergy Utilities could potentially see synergy with wireless network operators and help them deploy 5G by providing locations for base stations or fiber for backhaul

Regulation Vs Deregulation

Performance Based Vs Traditional Rate Cases

Conflicting views between those who think deregulation has failed vs those who think that it is showing promising signs

~20 states have seen recent legislative and/or regulatory developments related to Performance Based Regulation

Tech Giants Big software giants are playing a role in the “Utility of the Future� by starting to take their energy supply into their own hands


Disruptive Forces – Revolution vs Evolution


Clean Energy Wind and solar power are projected to increase from 7% to 48% of total energy capacity

generated by 2050

What are we doing? Eaton’s Beaver Plant installed the largest solar electric PV field in Western Pennsylvania supplying 17% of the plant’s annual electricity needs Eaton’s target is 20% reduction in GHG emissions (2015-2020); as of 2018 we have reduced absolute greenhouse gas emissions by 13.6%


Electric Vehicles Amazon recently announced plans to buy

100,000 Electric Delivery Trucks manufactured by Rivian with initial deployment expected by 2021

What are we doing? Eaton is investing $500 million between 2018-22 in its eMobility business with 1200+ employees across the Americas, Europe and Asia The focus is on developing smart diagnostic technologies, intelligent power electronics and predictive monitoring for a range of EVs


DERs & Microgrids Growing market with 545

MWs of new capacity

added in the United States in 2018 and more than

50% were 3rd party owned

What are we doing? Eaton and U.S. DOE’s National Renewable Energy Laboratory (NREL) have an agreement to co-locate ~15 members of Eaton’s CRT team at NREL’s Energy Systems Integration Facility Eaton’s Cyme digital twin technology creates a visualization map & modeling of LV secondary networks; microgrid energy solutions provide power reliability to remote communities, RE integration & storm response


Grid Modernization Annual smart grid investments rose 41% between

2014 and 2016 from $3.4 billion to $4.8 billion and are expected to rise to $13.8

billion in 2024

What are we doing? Digitization of the grid through Eaton substation and distribution automation solutions help to lower demand & peak charges, further clean energy goals and create new revenue streams Eaton’s EnergyAware UPS provides traditional critical power backup along with energy management options such as peak shaving, time-of-use optimization, grid support services, etc.


Cybersecurity The Ukrainian cyberattack in 2015, impacted

225,000 customers. A similar attack in the U.S. could cost $200 Billion

What are we doing? Eaton has a state of the art Cybersecurity Center of Excellence; established 5+ years ago, staffed with 20+ cybersecurity experts and 100+ years of domain expertise Eaton labs, processes and products are the first to be certified under UL2900 Cybersecurity standards. Eaton and UL to drive global IEC 62443 standards for conformance assessment


Aging Workforce Between 2017-22,

~25% of US employees in

electric and natural gas utilities are expected to retire as per US DOE

What are we doing? Continued education on benefits of embedded engineers & training programs to augment utility workforce, matching resources to customer based on needs and expertise Automation will play a key role with increased workforce retirement. Eaton’s Yukon Feeder Automation, smart metering and intelligent controls help in reducing manpower requirements


Eaton – University of Pittsburgh Collaboration

2008

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Eaton – University of Pittsburgh Partnership established

Key Initiatives established between Eaton and University of Pittsburgh

2014

2016

Eaton’s design efforts and Electric Power Systems equipment collaboration Engineering Labs dedicated, began for the GRID Institute at Benedum Hall Energy Innovation Center

Innovation at Eaton (more importantly the people developing it), is being developed as a result of relationships with universities such as Pitt


8 Key Initiatives ELECTRIC POWER SYSTEMS ENGINEERING LABORATORY

- IEEE, ASEE, others - joint papers, panels, trade shows - Pitt EPIC participant - sponsor, exhibitor, keynotes, etc.

Facility dedicated January, 2014, Benedum Hall

UNDERGRADUATE CAPSTONE SENIOR DESIGN PROJECTS 75 EE and ME completed projects to-date, many conducted at the Power Systems Experience Center

POWER SYSTEM ENGINEERING CURRICULUM SUPPORT 5 new course developments, adjunct professor support, numerous guest lecturers, lab section developments

JOINT RESEARCH PROGRAM DEVELOPMENTS Collaboration with business groups, innovation center

PROFESSIONAL SOCIETY CONTRIBUTIONS

COMMUNITY SERVICE AND OUTREACH - K-12 STEM activities, EPIC sponsorship, volunteerism - Various local and national media events

STUDENT RECRUITING Hiring co-ops, interns, full time employment - Leadership training, seminars, job fairs, etc. - Various local and national media events

GRID INSTITUTE AT ENERGY INNOVATION CENTER Collaboration on design efforts and equipment procurement; 2019 grand opening


At the forefront of Thought Leadership Eaton collaborates on Microgrid Summit o

Eaton engages in EIC (Energy Innovation Center)

Eaton engages in EIC (Energy Innovation Center)

Focus is on establishing Pittsburgh as a hotbed of activity in the electricity landscape & as a center for attracting the right talent; PA Microgrid/DG Summit had 80 end-user partners in attendance


How can YOU contribute?


So, the required building blocks are in place. Skills Gap 73% of respondents from energy companies reported difficulty hiring qualified workers in the era of Utility 2.0

Tons of 7% of all new jobs across the US Jobs are in the power sector

How are you going to drive the change? Power is Power is driving innovations Cool to make the planet healthier with millennials at the forefront

The Utility of the Future needs the Workforce of the Future


Thank You!


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