Final CDM Validation Reportl Huaneng Taobei Rev. 03 07 0-205
Canadian&Wood&PelletExportSituaon& · 2013-07-30 · Wood&PelletAssociaon&of&Canada 5 475 602 572...
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Gordon Murray, Execu0ve Director Canadian Wood Pellet Export Situa0on
Transcript of Canadian&Wood&PelletExportSituaon& · 2013-07-30 · Wood&PelletAssociaon&of&Canada 5 475 602 572...
Gordon Murray, Execu0ve Director
Canadian Wood Pellet Export Situa0on
¡ Global pellet produc0on ¡ NA and Canadian exports ¡ European market situta0on ¡ Price trends ¡ Policy and support schemes ¡ Projects on horizon ¡ What’s going on in Canada?
Wood Pellet Associa0on of Canada 2
Wood Pellet Associa0on of Canada 3 Source: REN21
Wood Pellet Associa0on of Canada 4
Source: Argus Media
Wood Pellet Associa0on of Canada 5
475
602 572
43 31 40
855
181 205
5
82
0 0 20 3
342
7
205
0
100
200
300
400
500
600
700
800
900
UK Netherlands Belgium Denmark Italy Sweden
US Canada Russia
Exporter
Thousands of tonnes
Wood Pellet Associa0on of Canada 6
794
253
106 87 85 21 11 6 2 3 -‐
100
200
300
400
500
600
700
800
900
Thousands of Tonnes
Source: Sta0s0cs Canada
Wood Pellet Associa0on of Canada 7
€ 0
€ 50
€ 100
€ 150
€ 200
€ 250
€ 300
€ 350
Q1-‐12 Q1-‐13 Apr 13 May13 Jun 13
ARA Industrial
Austria Heat
Germany Heat
US -‐ $/ST Heat
US -‐ €/MT Heat
Data source: Hawkins Wright Conversions: 1 USD = 0.75 euro 1 metric tonne = 1.1 short tonnes
Wood Pellet Associa0on of Canada 8
¡ Passage of new UK energy act – expected by end of 2013
¡ UK conversion of ROC to CfD support scheme ¡ European Commission and EU – biomass sustainability criteria
Wood Pellet Associa0on of Canada 9
¡ Netherlands – changing MEP to SDE+ support system
¡ Denmark – consolida0on into law of Heat Supply Act
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¡ Closure of Tilbury – July 2013 ¡ EON Ironbridge – logis0cs issues delaying ramp up, limited hours under LPCD
¡ Dong Energy Studstrup biomass conversion – delayed un0l passage of Danish Heat Act
Wood Pellet Associa0on of Canada 11
¡ UK Drax Power – two more 550 mw units for 1.6 mn tonnes
¡ UK Eggborough Power – 2000 mw, 4 mn tonnes
¡ Belgium EON Langerlo – 556 mw – 1.6 mn tonnes
¡ Netherlands – Delta 400 mw
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¡ UK – transi0on to CfD
Wood Pellet Associa0on of Canada 13
Energy Type Strike Price £/MWh
Biomass conversion 105
Offshore wind 155
Onshore wind 100
Solar 125
Tidal 305
Anaerobic diges0on 145
¡ Netherlands – SDE+ subsidizes difference between cost and market price with low cost energy systems given highest priority
¡ Belgium – green cer0ficates, €90 MWh. Dedicated – 100%, Co-‐firing 50%
¡ Denmark – tax exemp0ons and binding targets
¡ Heat market – no support required, 30% cost advantage!
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¡ Korea – 5 mn tonnes by 2020 ¡ Japan – 8 mn tonnes by 2020 ¡ China – sleeping giant
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¡ No new construc0on in 2012-‐13 ¡ Start-‐up of Sco0a Atlan0c (formerly Enligna) near Halifax in July
¡ Rentech – 2 plants announced in Ontario, to ship through Quebec
¡ Eastern Canadian logis0cs
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Wood Pellet Associa0on of Canada 17
¡ NA exports growing rapidly (50% from 2011 to 2012) ¡ EU industrial market temporarily oversupplied ¡ EU policy certainty is needed ¡ EU heat market growing strongly + 15% annually ¡ Heat market = higher values, no subsidies, but can be complicated
¡ Asia – eternal poten0al
Wood Pellet Associa0on of Canada 18
Gordon Murray ¡ [email protected] ¡ (250) 837-‐8821
Wood Pellet Associa0on of Canada 19
November 18-‐20 | Vancouver BC hop://www.pellet.org/wpac-‐agm-‐2013
