北美可替代能源专家会议：零能耗住宅

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1、ABGlobalResearch3April2019NorthAmericaAlternativeEnergyExpertCall:Zeroenergyhomes;slidedeck&transcriptWehostedacallwiththeRockyMountainInstituteWehostedacallwithJacobCorvidae,PrincipalattheRockyMountainInstitute(RMI).OnthecallwediscussedkeyfindingsfromRMI'srecentrep

2、ort:"TheEconomicsofZero-EnergyHomes"whichdemonstratesthatthecostincreasetobuildazero-energyorzero-energyreadyhomeismodestandhighlightsmethodsbuildersandpolicymakerscanusetodriveincreasedmarketpenetration.Buildingnewsingle-familyhomestozeroenergydesignstandardsreprese

3、ntsamassiveopportunitytoaddressthecarbonfootprintofourbuildingstock.KeytakeawaysfromthepresentationTheviewsexpressedbelowarethoseofthespeakeranddonotnecessarilyreflectthoseofUBS.§DefinitionofZeroEnergy(ZE)Home:Highlyenergyefficientw/ownenergyproduction(typicallysolar

4、panels)thatoffsettotalannualconsumption.Numberofcertifiedhomesisgrowingbutstillverylow–only1,600homesin2017.RMIestimatesthattheincrementalcostofaZEhomeis6-10%higherrelativetothebuildingcodebaselinecost.§Highestenergyconsumptionsectorsincludetransportation,utilities,a

5、ndbuildings.Therehashistoricallybeenrelativelylessdisruptioninthebuildingssector,butthisischanging.RMIbelievesthecurrentstateoftheenergytransformationinbuildingssectorissimilartothestateoftransportationandutilitiesmarkets5-10yearsago.§Solarpanelsaremostexpensivecompo

6、nentofZEhome.UtilizingasolarPPA,ahomeownercanmakehomefullZEwithoutincreasingupfrontcost.Lennar(LEN)currentlyoffersasolarPPAsolutionaspartoftheirhomespackages,withenergycharges20%belowretailrates.AnincreaseindemandforZEhomewouldalsobeapositiveforresidentialinstallersS

7、unRun(RUN)andSunPower(SPWR).SPWRcurrentlyhas~50%marketshareofthenewhomesolarmarketinCA.§Marketchallenges:Builderlearningcurveeffects,includingsubcontractortraining,andpropercommunicationofthefullrangeofZEhomebenefitstobuyerswhichincludescomfort,privacy,health,andsafe

8、ty,inadditiontoenergysavings.SlidedeckandtranscriptenclosedInthisnotewerepublishtheslidedeckfromthecall,courtesyofJacobCorvidaeandR