CSP Global MARKETS
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Transcript of CSP Global MARKETS
CSP Global MARKETS
Presenting : Belén Gallego CSP Today
www.csptoday.com
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
Source:
World CSP projects by status
2215
4260.8
3482.7
2642
2758.72
AnnouncedPlanningDevelopmentConstructionOperation
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
Source:
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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Plants in operation and construction
Country Announced Planning Development Construction Operation
USA 0 MW 1525 MW 1105 MW 1318.5 MW 571.16 MW
0% 36% 32% 50% 21%
Spain 0 MW 0 MW 50 MW 401 MW 1954.9 MW
0% 0% 1% 15% 71%
ROW 2215 MW 2735.8 MW 2327.7 MW 922.5 MW 232.66 MW
100% 64% 67% 35% 8%
TOTAL 2215 MW 4260.8 MW 3482.7 MW 2642 MW 2758.72 MW
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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Global CSP Pipeline by Status (August 2013)
USA
Braz
il
Chile
Mex
ico
Alge
ria
Mor
occo
Sout
h Af
rica
Tuni
sia
Egyp
t
Iran
Israe
l
Kuw
ait
Jord
an
UAE
Spai
n
Fran
ce
Gree
ce
Italy
Aust
ralia
Chin
a
Indi
a
Americas Africa Middle East Europe Asia-Aus-tralasia
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
AnnouncedPlanningDevelopmentConstructionCommissioningOperationCa
pacit
y (M
W)
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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Global CSP Pipeline by Technology (August 2013)
Dish Q3 2013 Fresnel Q3 2013 Parabolic Trough Q3 2013 Tower Q3 20130
500
1,000
1,500
2,000
2,500
3,000
OperationCommissioningConstructionDevelopmentPlanningAnnounced
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CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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Traditional Markets: USA
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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Traditional Markets: Spain
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New Markets : Europe
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets : Africa
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets : MENA
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets: Australia
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets: LATAM
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets: India
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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Established Markets: USA (2006 - 2013)Policy Mechanisms• Power Purchase Agreement (PPA) based• Renewable Portfolio Standards (RPS) (State by State) • Investment Tax Credits (ITC)• Loan Guarantee (on hold)
Result• High innovation • Huge scales • High uncertainty • High Risk/ High reward environment • Strong pipeline – but slow movement (particularly
administrative)• Finance is key for future developments
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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Established Markets: Spain (2006 - 2013)Policy Mechanisms• Feed-In Tariff by the government• Regulation:
• Gold-mine Rush (2007 onwards)• Mitigation• Retroactive “adjustments”• Head on damage
Result• No innovation – Copy Paste• Unstable market – high uncertainty • Little “perceived” risk BUT high “real” risk • Small scales• No financial security in the market • Limited International Competitiveness*
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CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets: India
Policy Mechanisms• Feed in Tariff changed over to Competitive Government Bid• State Competitive Bids• Innovation-lead Bids• Multi-lateral financial institutions involvement (ADB)• High localization requirement
Result• Cost Reduction in a never-seen before scale• Growing local suppliers • Unfinished Projects• Local players experience, ready for the next phase• Finance is key for future developments
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CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets : MENA
Policy Mechanisms• Fragmented market• Government bids or PPA lead (No tariffs) • Multi-lateral financial institutions involvement (World Bank, IFC)
Result• High localization• Various scales/ Levels of Innovation• High uncertainty • Complicated financial arrangements – slow moving
• Game Changers: Saudi will reshape the look and feel of the CSP industry
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CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets: LATAM
Title Country MWe Technology Status Developer
Valles Calchaquies Salta Argentina 20 Parabolic Trough Planning Harbine Turbine Company
Coremas Brazil 50 Parabolic Trough Announced Brax Energy
Mejillones Chile 5 Fresnel Planning GDF Suez
Maria Elena 1 Chile 100 Tower Planning Ibereólica Solar
Maria Elena 2 Chile 100 Tower Planning Ibereólica Solar
Maria Elena 3 Chile 100 Tower Planning Ibereólica Solar
Maria Elena 4 Chile 100 Tower Planning Ibereólica Solar
Pedro de Valdivia 1 (PhaseI) Chile 90 Parabolic Trough Development Ibereólica Solar
Pedro de Valdivia 2 (Phase I) Chile 90 Parabolic Trough Development Ibereólica Solar
Pedro de Valdivia 3 (Phase II) Chile 90 Parabolic Trough Planning Ibereólica Solar
Pedro de Valdivia 4 (Phase II) Chile 90 Parabolic Trough Planning Ibereólica Solar
Pampa Elvira Solar Chile 32 Construction Codelco
Agua Prieta II Mexico 12 Parabolic Trough Construction Abengoa
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Established Markets: USA (2006 - 2013)Title Country MWe Technology Status Developer
Hyder Valley Phase 1 USA 200 Parabolic Trough Planning Pacific Solar Investments
Hyder Valley Phase 2 USA 125 Parabolic Trough Planning Pacific Solar Investments
Quartzsite Solar Energy Project USA 100 Tower Planning Quartzsite Developments
Siberia 1&2 USA 400 Tower Planning BrightSource Energy
Sonoran West SEGS USA 200 Tower Planning BrightSource Energy
Palen 1 USA 250 Tower Planning BrightSource Energy
Palen 2 USA 250 Tower Planning BrightSource Energy
Sundt Solar Boost USA 5 Fresnel Development TEP
Fort Irwin USA 500 Parabolic Trough Development Acciona
Palmdale Hybrid Gas-solar Project USA 50 Parabolic Trough Development City of Palmdale
Victorville 2 Hybrid Power Project USA 50 Parabolic Trough Development Inland Energy Inc.
Crossroads Solar Energy Project USA 150 Tower Development SolarReserve
Rice Solar Energy Project (RSEP) USA 150 Tower Development SolarReserve
Saguache Solar Energy Project USA 200 Tower Development SolarReserve
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Established Markets: USA (2006 - 2013)Title Country MWe Technology Status Developer
Kingman USA 200 Parabolic Trough On hold Albiasa Solar
Westside Solar Project USA 10 Parabolic Trough On hold Pacific Light & Power
Hidden Hills 1 USA 250 Tower On hold BrightSource Energy
Hidden Hills 2 USA 250 Tower On hold BrightSource Energy
Rio Mesa USA 500 Tower On hold BrightSource Energy
Tooele Army Depot USA 1.5 Dish Construction Infinia Corporation
Mojave Solar Project USA 280 Parabolic Trough Construction Abengoa
Genesis Solar 1 USA 125 Parabolic Trough Construction NextEra Energy Resources
Genesis Solar 2 USA 125 Parabolic Trough Construction NextEra Energy Resources
Keahole Solar Power USA 5 Parabolic Trough Construction Sopogy
Solana USA 280 Parabolic Trough Construction Abengoa
Crescent Dunes USA 110 Tower Construction SolarReserve
Kimberlina USA 5 Fresnel Operation AREVA
Holaniku at Keyhole Point USA 2 Parabolic Trough Operation Sopogy
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New markets : MENATitle Country MWe Technology Status Developer
Marsa Alam Egypt 30 Parabolic Trough Planning Canal Distribution Company
Taqa CSP Project Egypt 250 Tower Planning TAQA
Kom Ombo Egypt 100 Parabolic Trough Development New and Renewable Energy Authority (NREA)
Kuraymat ISCC Egypt 20 Parabolic Trough Operation New and Renewable Energy Authority (NREA)
Yazd ISCC Iran 17 Parabolic Trough Development MAPNA Group
Project 1 Jordan Jordan 25 To Be Confirmed Announced Abengoa
Shagaya Renewable Energy Complex Project Kuwait 50 Parabolic Trough Planning Al Abdaliyah Solar Plant Kuwait 60 Parabolic Trough Planning Ministry of Electricity and Water
Petroleum Development Oman CSP EOR Project Oman 7 Parabolic Trough Operation Dervish CSP Plant Turkey 50 Tower Development eSolar /GE
Greenway CSP Tower Turkey 5 Tower Operation Mohammed Bin Rashid Al Maktoum Solar Park UAE 800 Development GDF Suez
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CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets : Africa
Title Country MWe Technology Status Developer
Hassi-R'mel II Algeria 70 Parabolic Trough Planning New Energy Algeria
Meghaïer Algeria 70 Parabolic Trough Planning New Energy Algeria
Naâma Algeria 70 Parabolic Trough Planning New Energy Algeria
DLR- Algeria CSP Project Algeria 7 Tower Planning BMU
El Oued Algeria 150 Tower Planning SPE
Beni Abbes Algeria 150 Tower Planning SPE
Hassi-R'mel Algeria 25 Parabolic Trough Operation Abener
Tan Tan CSP-Desal Project Morocco 20 To Be Confirmed Announced
Ouarzazate 3 Morocco 200 Parabolic Trough Planning
Ouarzazate 2 Morocco 100 Tower Planning
Ouarzazate I Morocco 160 Parabolic Trough Construction Acciona
Ain-Beni-Mathar ISCC Morocco 20 Parabolic Trough Operation Abener
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets : Africa
Title Country MWe Technology Status Developer
South Africa 5 GW Solar Park (Phase i) South Africa Announced
Ennex Dish Stirling South Africa 20 Dish Planning Ennex
Metsimatala Solar Farm South Africa 50 Fresnel Planning Afri-Devo
!Xun Khwe Solar Farm South Africa 100 Fresnel Planning Afri-Devo
Kathu CSP South Africa 75 Parabolic Trough Planning Angloamerican
Humansrus CSP Project South Africa 100 Tower Planning SolarReserve
Karoshoek 1 GW Solar Park South Africa Planning FG Emvelo
Ilangalethu/ Emvelo South Africa 100 Fresnel Development FG Emvelo
Bokpoort South Africa 50 Parabolic Trough Development ACWA
Eskom South Africa 100 Tower Development Eskom
KaXu Solar One South Africa 100 Parabolic Trough Construction Abengoa Solar
Khi Solar One South Africa 50 Tower Construction Abengoa Solar
TuNur Tunisia 2000 Tower Announced Nur Energie
Elmed CSP Project Tunisia 100 Parabolic Trough Planning STEG
Akarit Tunisia 50 Parabolic Trough Planning STEG
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets: India
Title Country MWe Technology Status Developer
Reliance Areva CSP 2 India 125 Fresnel Planning Reliance Power
Aurum Renewables India 20 Fresnel Planning Aurum Renewable Energy
Mathania India 35 Parabolic Trough Planning
KVK Energy Ventures India 100 Parabolic Trough Planning KVK Energy Ventures
Gujarat Solar Two India 28 Parabolic Trough Planning Cargo Power and Infrastructure
Andhra Pradesh Project India 50 Parabolic Trough Planning NTPC
Bap Project / Dalmia Solar Power India 10 Dish Development Dalmia Cements
Lanco Solar India 100 Parabolic Trough Development Lanco Solar
Acme Rajasthan Solar Power 2 India 10 Tower On hold ACME Group
Anta India 15 Parabolic Trough Cancelled NTPC
GLOBAL CSP MARKETS
CSP Today Global Tracker w w w. c s p t o d a y. c o m /t r a c k e r
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New markets: India
Title Country MWe Technology Status Developer
Reliance Areva CSP 1 India 125 Fresnel Construction Reliance Power
Abhijeet (Corporate Ispat Alloys) India 50 Parabolic Trough Construction Corporate Ispat Alloys
Rajasthan Solar One India 10 Parabolic Trough Construction Entegra
Megha India 50 Parabolic Trough Construction Megha Engineering and Infrastructure
Gujarat Solar One India 28 Parabolic Trough Construction Cargo Power and Infrastructure
MNRE R&D Project India 1 Parabolic Trough Construction Ministry of New and Renewable Energy
LFR Solar Thermal Desalination plant India 1.06 Fresnel Operation Coimbatore
IIT /SEC plant India 2.3 Fresnel Operation Coimbatore
Indian Institute of Technology CSP Project India 3t Parabolic Trough Operation Abengoa et others
Acme Rajasthan Solar Power 1 India 2.5 Tower Operation ACME Group
Godawari India 50 Parabolic Trough Operation HIRA Industries
GLOBAL CSP MARKETS
THANK YOU for your
attention
Questions?email me!
Belén Gallego
[email protected]: +44 2073757 555