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2013 OUTLOOK FOR TRANSMISSION

A TransmissionHub WebcastWednesday, November 28, 2012

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The PanelRandy RischardVice President of Data and AnalyticsEnergy Central

Carl DombekSenior EditorTransmissionHub.com

Sue SheridanPresident and Chief CounselCoalition for Fair Transmission Policy

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Thank you to our sponsor.

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Welcome & Introduction

Rosy LumChief Analyst, TransmissionHub

Energy Central

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TRANSMISSION OUTLOOK FOR 2013

Randy RischardTransmissionHub

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0.0

5.0

10.0

15.0

20.0

25.0

30.0

35.0

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 > 2021

Estimated Transmission Investment inNorth America, in Billions $

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0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 > 2021

North American Transmission Mile Additions

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0.0

5.0

10.0

15.0

20.0

25.0

30.0

35.0

2012 2013 2014 2015 2016 2017 2018 2019 2020 > 2021

Estimated Transmission Investment by NERC Region - in Billions$

WECC

TRE

SPP

SERC

RFC

NPCCMRO

FRCC

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0.0

2.0

4.06.0

8.0

10.0

12.014.0

16.0

18.0

20.0

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 >2021

Transmission Investment in Billions of $ by

NERC Region - Eastern Interconnection

SPPSERC

RFCNPCCMROFRCC

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Mostactive

companies

Company Project MilesPacifiCorp 4,291

Xcel Energy 3,535Clean Line Energy Partners, LLC 2,750Duke-American Transmission Company 2,577Western Area Power Administration 2,177TransCanada Energy 1,970Idaho Power 1,450American Transmission Company 1,419ITC Holdings Corp. 1,409Manitoba Hydro 1,358FirstEnergy's American Transmission System 1,219Oncor Electric Delivery Company 1,049

Southern California Edison 968Oklahoma Gas & Electric 938American Electric Power 914Electric Transmission Texas, LLC 887Southwestern Public Service 851

Ameren Transmission 666

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AEP active via JVs and JVs of JVs

AEP

MidAmerican – ElectricTransmission Texas

Sharyland – Cross Texas

Project

Duke - Pioneer Transmission

TVA - Rockport-Paradise

Great Plains - TransourceEnergy

OPPD - NebraskaCity to Maryville

MidAmerican -- ElectricTransmission America

OGE – Tallgrass

Exelon -RITELineWestar -

Praire Wind

ITC/Sunflower/Mid-Kansas

- Great Plains

Projects in partnerships: 27Total Miles: 3,340Total Partnership Est. Cost $9 Bn

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Other productive partnershipsCompany Partner (s)

Duke ATCOGE SPS

Pacificorp Idaho PowerWAPA Tri-StateAmeren ITC/Duke/MidAmericanNortheast Utilities National GridITC MidAmerican/SunflowerATC Excel/ITC/FirstEnergy/We EnergiesAPS Salt River ProjectNV Energy LS Power's Great Basin

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Key Drivers

• Plant retirements/reliability•

Aging grid• Connecting renewables with the power

markets•

Policy

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Order No. 1000Key dates:Oct. 11, 2012 - Local and regional compliance filings were due (most requestedand were granted late filings)PJM, Midwest ISO, California ISO, SPP and ISO New England have submittedcompliance filings

Feb 8, 2013 – Some entities, such as utilities in the Southeast, have beengranted extensions until this date to submit their regional compliance filing

April 11, 2013 - Interregional compliance filings are due

Key issues:

Right of first refusal: This issue may be the one that will take it to courtPublic policy requirementsCost allocationsInterregional issues

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FERC rate incentives test changes

• No longerconsiderswhether aproject isroutine/non-routine

• Stricterreview ofneed forROE adder

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Coal capacity retirements

0

2000

4000

6000

8000

10000

12000

14000

16000

18000

2017

Retired

Operating

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Fossil-fueled capacity additions

0

5,000

10,000

15,000

20,000

25,000

2012 2013 2014 2015 2016

Gas

Coal

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7 projects stay on federal fast track

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Renewables will continue to be driver

State renewableportfolio standards willcontinue to driverenewablesdevelopment, which iscurrently drivingtransmissiondevelopment

0

20

40

60

80

100

120

140

CAISO ERCOT ISO - NE MISO NewYork -

ISO

PJM SERC SPP WECC

T W h

2010 Renewable Supply 2017 RPS Demand 2025 RPS Demand

2010 Renewable Supply 2017 RPS Demand 2025 RPS Demand

Renewable Energy Output (2010) vs.Renewable Portfolio Standard Energy Requirements (2017 and 2025)

Source: ScottMadden

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What happens if the PTC expires

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Big Transmission Projects

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10 largest projects

Project Name Sponsor Miles VoltageFromState

ToState Status

InService

Estimated cost$/M

High Plains ExpressTransmission Project Xcel Energy 2,500 500 WY AZ Planned 2017 $5,000

Energy Gateway Project PacifiCorp 2,000 500 Building 2019 $6,000Gateway West Project Ida Pwr, Rocky Mtn Pwr 1,150 500 WY ID Planned 2018 $7,100Chinook TransCanada 1,000 500 MT NV Planned 2018 $3,000

Zephyr PowerTransmission Project

Duke-AmericanTransmission Company 950 500 WY NV Planned 2018 $3,500

Centennial West CleanLine

Clean Line EnergyPartners, LLC 900 600 NM CA Planned 2018 $2,500

Bipole III Project Manitoba Hydro 858 500 MB MB Planned 2017 $1,260

Plains & Eastern Clean Clean Line Energy 800 600 OK TN Planned 2017 $3,500

Atlantic Wind Connection Trans-Elect 756 320 VA NJ Planned 2021 $5,000

TransWest Express TransWest Express, LLC 725 600 WY NV Planned 2017 $3,000

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Largest projects for 2013Project Name Spnosr Miles Voltage O State D StateON Line Transmission Project NV Energy 235 500 NV NVGreat Plains (KETA Project) ITC Holdings Corp. 225 345 KS NEWest Shackelford to Navarro-SamSwitch Lone Star Transmission 192 345 TX TXRiley to West Krum Line Oncor Electric Delivery Company 163 345 TX TXHanna Region Transmission

Development ATCO Electric 149 240 AB AB

Green Line Project (NEITC)New England IndependentTransmission Company, LLC 140 500 MA ME

Big Hill to Kendall Lower Colorado River Authority 139 345 TX TXSeminole to Muskogee Oklahoma Gas & Electric 125 345 OK OKDesert Southwest PowerTransmission Project Desert Southwest Power, LLC 118 500 CA CADevers to Colorado River Southern California Edison 115 500 CA CA

Bakersfield to Big Hill Line South Texas Electric Cooperative 112 345 TX TX

Clear Crossing to Willow Creek Line Oncor Electric Delivery Company 110 345 TX TXGray to Tesla Cross Texas Transmission 109 345 TX TXScurry County South to WestShackelford Line Lone Star Transmission 103 345 TX TXGateway Central Project - Mona toOquirrh (Segment C) PacifiCorp 100 500 UT UT

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Project Sponsor Manitoba Hydro Line Miles 858

Voltage (kV) 500 kVFrom State MBTo State MB

Year In Service 2017

Costs ($M) $3,300Project Status PlannedDescription: HVDC

Bipole III

Project Sponsor Nalcor Energy From NL

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Project Sponsor Nalcor Energy Line Miles 684

Voltage (kV) 450

From NL To NL

Year In Service 2016Costs ($M) $2,100

Labrador

IslandLink

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Renewables transmission will

advance

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$8.7 Billion in transmissionprojects in ERCOT by 2016, $7Billion of which are to connectrenewables5,047 miles will be added and1,653 miles improved in thattime.

Texas CREZ Program

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2013 Texas projectsProject Name Spnosr Miles Voltage

West Shackelford to Navarro-Sam Switch Lone Star Transmission 192 345Riley to West Krum Line Oncor Electric Delivery Company 163 345Big Hill to Kendall Lower Colorado River Authority 139 345Bakersfield to Big Hill Line South Texas Electric Cooperative 112 345Clear Crossing to Willow Creek Line Oncor Electric Delivery Company 110 345Gray to Tesla Cross Texas Transmission 109 345Scurry County South to West Shackelford Line Lone Star Transmission 103 345

Hereford to White Deer Line Sharyland Utilities 91 345Clear Crossing to Dermott Electric Transmission Texas, LLC 90 345Edith Clarke to Cottonwood Electric Transmission Texas, LLC 89 345Silverton to Tesla Cross Texas Transmission 85 345Edith Clarke to Clear Crossing Electric Transmission Texas, LLC 84 345Long Draw to Sand Bluff Wind Energy Transmission Texas, LLC 77 345Odessa to Bakersfield South Texas Electric Cooperative 76 345Cottonwood to Dermott Wind Energy Transmission Texas, LLC 74 345West Krum to Anna Oncor Electric Delivery Company 70 345White Deer to Silverton Line Sharyland Utilities 68 345Tesla to Riley Electric Transmission Texas, LLC 66 345Silverton to Cottonwood Line Sharyland Utilities 65 345Kendall to Miller Creek to Paleface Rebuild Lower Colorado River Authority 57 138Long Draw to Grelton Wind Energy Transmission Texas, LLC 55 345Tesla to Edith Clarke Electric Transmission Texas, LLC 55 345Scurry County South to Long Draw Line Wind Energy Transmission Texas, LLC 51 345Grelton to Odessa Wind Energy Transmission Texas, LLC 50 345

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SouthernCross

Project Sponsor Pattern Energy Line Miles 400

Voltage (kV) 345/500

From State TXTo State MS/AL

Year In Service 2016Costs ($M) $1,000Project Status Proposed

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Project Sponsor Trans-Elect Line Miles 756

Voltage (kV) 320From State VATo State NJ

Year In Service 2021

Costs ($M) $5,000Project Status PlannedDescription: Underwater and

underground HVDC

Atlantic Wind Connection

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Project Sponsor Southern CaliforniaEdison Line Miles 333

Voltage (kV) 500From State CATo State CA

Year In Service 2015Costs ($M) $2,200Project Status Under construction

Description: Some segments aredelayed.

Tehachapi RenewableTransmission

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Tehachapi RenewableTransmission

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Tehachapi RenewableTransmission

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20 largest HVDC projectsProject Name Sponsor Miles Voltage O State D State Completion Cost ($M)

Chinook TransCanada Energy 1000 500 MT NV 2018 3000

Zephyr Power Transmission ProjectDuke-American TransmissionCompany 975 500 WY NV 2020 3500

Centennial West Clean LineClean Line Energy Partners,LLC 900 600 NM CA 2019 2500

Plains and Eastern Clean Line Project Clean Line Energy Partners 800 600 OK TN 2018 3500

Atlantic Wind ConnectionTrans-Elect DevelopmentCompany 756 320 VA NJ 2021 5000

TransWest Express Project TransWest Express, LLC 725 600 WY NV 2017 3000Labrador Island Link Nalcor Energy 684 450 NL NL 2016 2100

West Coast Cable ProjectSea Breeze Pacific RegionalTransmission System, Inc. 650 500 OR CA 2016 2000

Grain Belt Express Clean Line Clean Line Energy Partners 550 600 KS MO 2017 1700Overland Transmission Project Jade Energy Associates, LLC 550 500 WY ID 2017 1700Rock Island Clean Line Clean Line Energy Partners 500 600 IL IA 2016 1700Southern Cross Transmission Project Pattern Energy Group, LP 400 500 TX MS 2016 1000Champlain to Hudson Power Express Project Transmission Developers, Inc. 333 320 QC NY 2016 1900Maritime Transmission Link ENL Maritime Link Inc. 321 200 NL NS 2017 1200Eastern Alberta Transmission Line ATCO Electric 302 500 AB AB 2014 1622Northeast Energy Link National Grid USA 240 320 ME MA 2018 2000Western Alberta Transmission Line AltaLink 215 500 AB AB 2015 1329Central California Clean Energy Project Pacific Gas & Electric 170 500 CA CA 2019 1000

Green Line ProjectNew England IndependentTransmission Company 140 500 MA ME 2014 1000

Northern Pass Transmission Project Northern Pass Transmission, 140 300 QC NH 2016 1100

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AnbaricTransmission

Hudson Transmission is

on scheduled and underbudget

Green Line is expected tostart construction in 2013

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Clean Line

Energy

Plains and Eastern: 750 miles $3.5 BnGrain Belt: 550 miles $1.7 Bn

Rock Island: 500 miles $1.7 BnCentennial West: 900 miles $2.5 Bn

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Suspended projectsCountry Project Name Sponsor Miles Voltage O State D State Completion Cost ($M)

USA Canada Pacific Northwest to Northern Calif. Pacific Gas & Electric 1000 500 BC CA 2021 7000Canada NorthernLights TransCanada Energy 970 500 AB OR 2015 1700

USA West Side Tie NV Energy 476 500 NV NV 2018 798

USA Gateway South Project - Mona to Crystal PacifiCorp 330 500 UT NV 2018 990

USA

Potomac Appalachian Transmission Highline

Project (PATH) FirstEnergy 275 765 WV MD 2012 2100USA Navajo Transmission Project Segment 1 Dine Power Authority 198 500 NM NV 2013 350

USA Mid-Atlantic Power Pathway (MAPP) Pepco Holdings, Inc. 152 500 MD DE 2019 1005USA RTI Westside Tie 345 kV NV Energy 141 345 NV NV 2015 380

USA RTI Tracy-Viewland 345 kV NV Energy 79 345 NV NV 2015 138

USA Keystone XL Pipeline 115 kV Project NPPD 74 115 NE NE 49

USA Boswell to Riverton Minnesota Power 68 230 MN MN 2012 76

USA Barnhart to Branch River Project ATC 65 345 WI WI 2018 262USA Zenith to Fayetteville CenterPoint Energy 60 345 TX TX 2014 175

USA RTI Dixie-Oreana NV Energy 41 345 NV NV 2015 72

USA RTI Zone 4 to Harry Allen NV Energy 40 500 NV NV 2015 183Canada Essex County Transmission Reinforcement Hydro One 18 230 ON ON 2013 100Canada Airdrie Area AltaLink 15 138 AB AB 2015 28

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Greater Sage Grouse

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In conclusionIn 2013, we’ll continue to see fourcategories of trends, drivers, and

inhibitors, along with some subsets:

• Aging infrastructure• Plant retirements•

Interconnecting renewables• Regulatory changes

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Welcome & Introduction

Sue SheridanPresident and Chief Counsel

Coalition for Fair Transmission Policy

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Questions & Answers

Additional questions can be sent to:

webcastquestions@energycentral.com

303.782.5510

mailto:webcastquestions@energycentral.commailto:webcastquestions@energycentral.com

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Thank you to our sponsor.

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