Webster’s defines revolution as “a sudden, radical or complete change.” The ongoing revolution in the United States electric utility industry fits that definition to a T. The changes have been unbelievably quick (at least by company standards, if not by activists’ desires), and the long-term impacts are going to be both radical and complete. Importantly, particularly in today’s political climate, I would add that the transition is unstoppable—like the inexorable forward advance of a glacier.
What got me thinking about this were two short news releases from the National Electrical Manufacturers Association earlier this week regarding shipments of LEDs during the third quarter of 2016 (the latest data it has available). In one, NEMA said that shipments of A-type LEDs (the most commonly used bulb for residential applications) topped 30 percent of the total for the first time, continuing a surge that has seen its market share climb from essentially zero just two years ago.
In the second, NEMA pointed out that it had added so-called T-LEDs to its statistics tracking shipments of the linear fluorescent tubes (marketed largely as T5, T8 and T12, which denote their diameter in eighths of an inch) that dominate the commercial and big box retail markets. In the third quarter, NEMA said, T-LEDs accounted from 12.8 percent of all shipments in this category—almost double the 1st quarter results, the first time NEMA even included the segment in its quarterly report. As with the A-line LEDs, sales of T-LEDs were essentially nonexistent in 2014.