迈向以清洁技术为主导的南卡罗来纳州经济发展战略（英文版）

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