Total Addressable Market for California Community Choice Aggregators

by Colin Smith

On September 12, Recurrent Energy announced it had signed a 129 MWdc PPA with Peninsula Clean Energy. This brings the cumulative volume of utility PV driven by community choice aggregators now in development or operating to 1.2 GWdc. With Southern California Edison, Pacific Gas & Electric, and other large California utilities having met near term renewable portfolio standards, community choice aggregators are positioned to represent up to 45% of California’s utility PV demand over the next five years. The total addressable market for CCAs is set to reach nearly 4 GW by 2022, but it is also expected to grow beyond that projection, as eight more CCAs are slated to launch in late 2017 or 2018.

In this brief, we will cover the total addressable market for CCAs as well as address the upside and downside risks that CCAs face.

FIGURE: CCA Utility PV Operating and in Development, 2017E-2022E

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Colin Smith Analyst, Solar

Colin Smith is a Solar Analyst at GTM Research, leading the Utility PV Market Tracker and focusing on development trends in the U.S. utility-scale and commercial PV sectors. Colin has 4 years of experience in the PV sector. He graduated from Queen's University with a B.Sc Honours in Environmental Biology and Sustainability.

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