By Ethan Faverino |
Arizona Public Service (APS), the state’s largest utility, has submitted a highly questionable new resource plan to the Arizona Corporation Commission, outlining a significant shift in its energy generation strategy through 2028.
The plan, detailed in a recent filing, reveals APS’s intent to disregard President Trump’s opposition to wind power. It will nearly double its generating capacity by adding 7,200 MW of new power, with 93% coming from expensive and unreliable renewable sources—solar, wind, and battery storage—while natural gas accounts for just 7%.
This marks a dramatic pivot toward renewables, with wind power additions matching gas over the next four years and solar outpacing gas by five times over the next three years.
The plan stems from APS’s 2023 “All Source” Request for Proposals (RFP), which initially sought 1,000 MW of new generation, with at least 700 MW from renewables. Surpassing expectations, APS contracted for 7,200 MW, transforming its energy mix.
By 2028, APS’s generation is projected to shift from 76% reliable dispatchable sources (55% natural gas, 14% coal, 8% nuclear) and 19% renewables (10% solar, 6% wind, 3% battery storage) to 46% reliable sources (35% gas, 6% coal, 5% nuclear) and 52% renewables (22% solar, 7% wind, 23% battery storage). This expansion is equivalent to building two new Palo Verde nuclear plants.
This renewable-heavy strategy comes despite recent emphasis by APS and the Commission on a new natural gas pipeline.
The plan has sparked controversy because it contrasts with President Trump’s criticism of wind energy, as APS doubles down on clean energy investments.
Regarding coal, APS’s filing remains vague on the closure of the Four Corners coal plant, projecting an exit between 2031 and 2038. This aligns with APS’s recent shift from “carbon-free” to a “carbon-neutral” goal by 2050.
The revised commitment addresses concerns about affordability and reliability while maintaining a focus on clean energy. Under carbon neutrality, APS must expand generation without increasing emissions, necessitating significant renewable and storage investments.
The Arizona Free Enterprise Club has expressed concerns over the delayed coal phase-out and questioned the cost of the renewable-heavy plan, estimating $42.7 billion over the next 15 years.
APS’s prior claims that renewables paired with storage could match the reliability and affordability of fossil fuels have faced skepticism that the transition may lead to higher rates and grid reliability challenges.
Ethan Faverino is a reporter for AZ Free News. You can send him news tips using this link.
