The Solar Future II - Leon Pulles
-
Upload
paul-van-der-linden -
Category
Documents
-
view
1.110 -
download
1
description
Transcript of The Solar Future II - Leon Pulles
Is downstream integratie de toekomst voor producenten van zonnepanelen?
Leon PullesDirector Project Development
1. IntroductionScheuten Solar
Key Figures Scheuten Solar
Company founded in 2000
Part of Scheuten Group
Head office & strategic activitieslocated in Venlo, The Netherlands
Over 450 employees (2010)
Total capacity 200 MW (2010)
Volume increase of 15% over 2009
Sales offices worldwide
Project Development& Realization departments
Silicon Ingots Cells & Wafers
Modules Project Development
Project Realiza>on
Value chain Scheuten Solar
Strategic InvestorAE Polysilicon
Made in Venlo, Germany & Taiwan
Project realizationProject development
OEM OEM
Global presence
Production facilities• AE Polysilicon (USA)• Multisol® modules, Gelsenkirchen (Germany)• Multisol® modules, JV (Asia)• BIPV modules Venlo (NL)• PVNext (Taiwan)
Sales offices • Benelux• Germany• France• Spain• Italy • Greece• USA• Canada• South-Korea• Emerging markets
Central “in control” management structure
2. Future Dutch PV industry
Potential Solar Energy = GREAT
• The global PV market counted an additional increase in installed capacity of about 7.2 GW in 2009, reaching a total capacity of over 22 GW world-wide
• In 2010, global installed PV capacity is expected to grow strong (13.6 GW)
• In 2020 PV can account for 12% of the energy demand in Europe
• Most EU countries more supportive to solar energy than NL
Invest in ‘old’ energy…. or in ‘new’ energy?
The success of renewable energy in Germany
PV plays an important role in the German energy portfolio
The success of renewable energy in Germany
PV installations in the NetherlandsYearly installed in MWYearly installed in MWYearly installed in MW
Countries 2009 2010Germany 3000 3000-5000Czech Republic 420 400-1000Italy 582 800-1200Spain 60 600-650France 185 500-700UK 5 100-150Belgium 233 140-200The Netherlands 6 10-20World market 6400 8180-12715European market 4600 6290-8615
Source: EPIASource: EPIASource: EPIA
The key elements for being a successful solar company are: securing quality: NL has know-how and available electronics industry high-tech: NL has successful universities and research centers global distribution: NL is clever in logistics global business: NL has international trade experience creating added value: NL has financial and project know-how
Scheuten Solar has embedded its know-how in production facilities, R&D, project development and realization in Venlo and Gelsenkirchen. It is not necessary to have everything behind the Dutch dikes.
PV companies in the Netherlands
Support for PV business in the Netherlands
Question is not:Is there future for solar energy in NL?
Question should be:Can NL afford to close its eyes regarding solar energy?
3. Project activities Scheuten Solar
Increasing focus on projects
Why increase focus on projects?• Value for high quality by creating
product for investment sector• Creating interesting business
proposition in downstream value chain • Control volume fluctuations in
distribution markets
Why is Scheuten well positioned?• Scheuten Solar has over 10 years
experience in Solar Systems• Solar expertise complemented by best
practices petrochemical /energy sector• Centralized control combined with local
presence• Guarantees direct from module manufacturer
Power output: 165 kWp (phase 2, extension 65 kWp, 2010)Number of modules: 660Commissioning: 2009
Heuvelrug, Driebergen, The NetherlandsTechnology & Services
Power output: 550 kWpNumber of modules: 2,862Commissioning: 2009
Partner Logistics, Rijkevorsel, BelgiumProject Realization
Italian project portfolio (21 MW)
Phased project development approach
Six project phases and a gate structure enforces clear go / no go criteria:
Opportunity Feasibility phase
Scoping phase
Definition phase
Realisation phase
Operational phase
Gate 1 Gate 2 FID
Investor
Bank Financing
Pre-developer Scheuten Solar Project development
Projects – Interface ManagementScheuten Solar fulfils various tasks
Scheuten
SPV administra6on
Others(roads, water)
U6lity
Insurance
Landowners
Authori6es
Services
PPA
Land
Contract
Permits
Tax Incen6ves
Loan Agreement Feed-‐in / Subsidy
SHA
Grid
Connec>on
Investor Equity
SPA
Bank Insurance Co.U6lity /Authority
Engineering, ProcurementConstruc6on -‐ Contrac6ng
Development
Opera6on & MaintenanceContrac6ng
Grid Owner
Shareholders
Developing and realizing roof projects
Scheuten Solar service offering “Rent your Roof”
Interesting proposal for large roof owners
Full service solution:-Invest & Finance-Design & Realize-Operate & Maintain
Developing and realizing free-field projects
Scheuten Solar quality approach
Project bankability is the key element
Full service solution:-Invest & Finance-Design & Realize-Operate & Maintain
Expectations for international PV Power Plant business
Business characteristics
• PV Power Plant business will further grow in free field and on large roof tops• PV Power Plant business will mature and players will be more professional• Partnerships (global, local) are crucial for further growth
Economics
• Debt (project) financing is challenging today, but is getting better available• Over long term investment cost will decrease• The business case will remain attractive on the long run
Can NL afford to close its eyes regarding solar energy?
Support for PV business in the Netherlands
Thank you foryour attention!
Contact details:Leon PullesDirector Project DevelopmentScheuten Solar
Phone: +31 611863268Email: [email protected]