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C H R I S C ALW E L L
Ecos Consulting, 1 234 Silver Mesa Drive, 8 13 01 Durango, Colorado, USA
E VA N MILL S
Lawrence Berkeley National Laborator y, MS-90 30 5 8, 9 47 2 0 Berkeley, CA, USA
A B STR ACT
T h e ha l o g e n t o r ch i e r e , or u p li gh t e r, has market transformation programs, for example, have placed
enjoyed unprecedented success over the last decade as a substantial emphasis on the low noise transmittance of
residential fixture in North America and parts of Europe. windows, the quiet operation of refrigerators, the low-
Its high temperature halogen light source, while bright and evaporation performance of clothes washers and dryers,
attractive, consumes 300 to 500 watts of power, and has and the lower heat output and longer life of high frequen-
caused at least 189 fires in the United States alone. The cy-ballasted lamps, rather than solely addressing their
U.S. Environmental Protection Agency’s recent develop- energy consumption characteristics. By emphasizing non-
ment of a voluntary label for energy efficient residential fix- energy factors shown to be important to target customer
tures — Energy Star — has served as the foundation for a groups, Nutek achieved far greater interest from those par-
concerted effort to transform the market for torchieres and ties in procuring efficient equipment. (Nutek, B1996:3, and
other residential fixtures. Electric utilities are now investing 1994:70).
millions of dollars in incentive and promotional programs At the 1993 Right Light conference, one of the authors
to encourage their customers to switch from purchasing delivered a paper on this topic that identified the central
cheap halogen torchieres to purchasing higher cost, high- importance of non-energy factors in consumer acceptance
er value, Energy Star alternatives. The most successful of compact fluorescent lamps (Wilms and Mills, 1993). It
marketing efforts for such products, while acknowledging also demonstrated in some detail the poor correlation
the value of their energy savings, focus primarily on their between lamp purchase price and sales for several coun-
non-energy benefits, such as improved safety. tries. A subsequent paper explored, for a range of energy
The term “market transformation“ has seen widespread efficient technologies, the multiple dimensions of non-
application to a series of initiatives to encourage the sale of energy benefits, including improved indoor air quality,
more energy efficient technologies. In most cases, these enhanced health and safety, improved acoustics, labor sav-
initiatives are pursued by individual utilities, groups of util- ings, improved process control, amenity/convenience,
ities, or governments. The initiatives succeed or fail pri- water savings, and indirect economic benefits through
marily on their ability to persuade consumers to buy a equipment downsizing. For energy efficient lighting, the
product on the basis of a single attribute: energy efficiency. commonly known non-energy benefits include lamp lon-
While for some customers the energy metric can be deci- gevity, safety, the aesthetic advantages of diffuse light
sive, for most it is merely a helpful piece of information – sources, and certain environmental advantages.
not a factor that, by itself, moves them to purchase a par- This paper addresses the particular interactions between
ticular product ( Jennings, et al., 1996). energy efficiency and safety in one specific light fixture
Recently, a number of researchers have begun exploring type: the halogen torchiere, or uplighter. It traces the
another dimension of these efficient technologies: their simultaneous rise of interest in improving the efficiency of
non-energy factors. Nutek’s technology procurement and the products and the growing awareness of their safety
ticularly essential with torchieres, since they are frequently weeks, Stanford announced an offer to buy the first 500
misperceived by buyers as energy efficient sources. units produced from a collaborative design effort between
By September 1997, E PA had signed at least 21 manu- LBNL and one of the Energy Star product manufacturers,
facturing partners to the program, and dozens of electric Emess Lighting (Calwell, 1997c).
utilities in California, the Pacific Northwest and New In the summer of 1997, Stanford conducted a torchiere
England had announced that their multimillion dollar exchange program, through which 500 residence hall stu-
incentive programs for residential fixtures would be direct- dents were able to swap their existing halogen torchieres
ed only toward Energy Star-compliant products. for dedicated CFL alternatives. Average fixture efficacy
Numerous articles in the trade press helped publicize the rose from 15 lumens/watt to 62 lumens/watt, while light
value of the label to manufacturers as well, creating a sense output rose by 25%, according to measurements by LBNL.
of momentum for the new program. EPA has begun mar- The new fixtures achieved a six month payback time based
keting the program extensively through television and on energy savings, while virtually eliminating the fire haz-
print public service announcements, and participating ard from torchieres (Siminovitch and Page, 1997a).
manufacturers now feature it at trade shows, on product At the same time, dozens of universities throughout the
packaging, and in product literature. At least five manufac- U.S. moved to ban the use of halogen torchieres in resi-
turers intend to have thousands of Energy Star torchieres dence halls. The Northeast College and University Fire
in consumer hands by the end of 1997, and two others are Safety Officers Association issued a statement opposing
testing prototypes which may eventually qualify for their use on all member campuses. But, schools that have
Energy Star. instituted torchiere bans without taking an active role in
providing suitable alternatives have come under tremen-
TH E S P E C I A L C A S E O F C O L L E G E S A N D dous pressure by students. As a result, Brown, Rice,
UNIVERSITIES Harvard, Texas A&M, and numerous other schools are
Although the Energy Star program is oriented toward res- moving during late 1997 to purchase Energy Star tor-
idential purchasers, Energy Star torchieres achieved their chieres for their dormitories or encourage their purchase
first successes in the dormitories of colleges and univer- by interested students. Some schools may stock them in
sities — which are considered commercial customers by on-campus bookstores, while others are considering lease
electric utilities. College students have traditionally been options for their students or even direct sales over the
one of the most concentrated markets for halogen tor- internet. 3)
chieres (perhaps 0.3 to 0.5 torchieres per student), because The more widespread diffusion of the product into tra-
residence halls provide notoriously poor lighting, students ditional residential markets is also underway, with Energy
do not pay their own energy bills, and students’ budgets Star manufacturers moving aggressively to secure retail
usually permit only the lowest cost solutions. School and mail order distribution channels for their products.
administrators now have an opportunity to dramatically The fluorescent and metal halide designs from U.S. manu-
reduce energy bills and potential liability exposure by facturers appear to be significantly less expensive than
replacing the units with energy-saving alternatives. They those currently available in Europe, which points to prom-
can even utilize a publicly available curriculum module to ising export opportunities for the Energy Star partners
involve students in the process of measuring on-campus once domestic markets are firmly established (email,
energy use of halogen torchieres and potential economic Willem De Groote, April 25, 1997).
and environmental savings from alternatives (Calwell and The Energy Star program and subsequent utility promo-
Teichert, 1997, and Calwell, 19 97b). tional efforts have catalyzed a great deal of innovation by
The very first Energy Star torchieres were installed in lighting manufacturers, particularly in the area of tor-
Stanford University’s dormitories in June of 1997. Stanford chieres (Nirk, 1997). Though the transformation of the tor-
first learned of alternative torchiere development work in chiere market is by no means complete, it is far enough
October 1996 through E SOURCE – a U.S. based publish- along to provide a number of useful lessons, not only for
er of reports on energy efficient technologies. Within future efficient lighting programs, but also for market