Wilco de Villiers PV Diesel Hybrid Manager SMA Solar South Africa

Transcription

1 Wilco de Villiers PV Diesel Hybrid Manager SMA Solar South Africa

2 Diesel PV hybrid solution: Enabling business operations during load shedding

3 Disclaimer IMPORTANT LEGAL NOTICE This presentation does not constitute or form part of, and should not be construed as, an offer or invitation to subscribe for, underwrite or otherwise acquire, any securities of SMA Solar Technology AG (the "Company") or any present or future subsidiary of the Company (together with the Company, the "SMA Group") nor should it or any part of it form the basis of, or be relied upon in connection with, any contract to purchase or subscribe for any securities in the Company or any member of the SMA Group or commitment whatsoever. All information contained herein has been carefully prepared. Nevertheless, we do not guarantee its accuracy or completeness and nothing herein shall be construed to be a representation of such guarantee. The information contained in this presentation is subject to amendment, revision and updating. Certain statements contained in this forward-looking statements presentation may be statements of future expectations and other forward that are based on the management's current views and assumptions and involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those in such statements as a result of, among others, factors, changing business or other market conditions and the prospects for growth anticipated by the management of the Company. These and other factors could adversely affect the outcome and financial effects of the plans and events described herein. The Company does not undertake any obligation to update or revise any forwardlooking statements, whether as a result of new information, future events or otherwise. You should not place undue reliance on forward-looking statements which speak only as of the date of this presentation. This presentation is for information purposes only and may not be further distributed or passed on to any party which is not the addressee of this presentation. No part of this presentation must be copied, reproduced or cited by the addressees hereof other than for the purpose for which it has been provided to the addressee. This document is not an offer of securities for sale in the United States of America. Securities may not be offered or sold in the United States of America absent registration or an exemption from registration under the U.S. Securities Act of 1933 as amended. 3

4 Introduction What Problems do we have What technologies are available How do we use them to solve problems

5 Overview Current Scenario Past and Future Energy Supply Technologies and Solutions Things to remember Evaluation Criteria Questions

6 Current Scenario Ave daily capacity: MW. Installed capacity: MW 2007 Eskom report, will need MW by 2025

7 Current Scenario (Expansion) 2 x New Coal Power Stations: 9600MW (Madupi and Kusile) 2 000MW coming from IPP s in 2020 Madupi power station: 800MW (June/July), total of 464MW when completed MW of current to retire Shortfall: ± MW

8 Current Scenario (Expansion) At least MW Shortfall by 2025

9 Resulting Costs Typical monthly costs of load shedding (10hrs x 20 days): R20 Billion (up to 1000 MW) Billion (up to 2000 MW) Billion (up to 4000 MW) cost of unserved energy of R100 per kwh Mr. Chris Yelland

10 Past and Future Past SA very inexpensive, reliable power Future Uncertain supply quality much more expensive

11 Solutions

12 Options No Power Eskom (R0.30 R1.80)/kWh Generators (R4.20 R4.80)/kWh Renewable (PV, Wind, Hydro ) Batteries (R4.00 R10.00)/kWh Other vs R100/kWh

13 Power Mix that makes sense

14 Energy Options Grid Supplementary Systems Backup Power Systems Critical Power System

15 Supplementary Systems Renewable systems Usually used with grid to reduce costs Examples: Wind and PV

16 Grid Tied System

17 What am I displacing Grid Maximum Demand Diesel

18 Backup power VS Critical power Backup power: Example: Generators, Batteries etc NOT PV Critical Power: Example: Double Conversion UPS

19 Solar Competitiveness

20 Solution

21 Solution

22 Advantages Backup power: Generators allows companies to trade PV System reduce costs with or without grid UPS allows for Critical power = Reliable predictable price

23 Things to remember Hybrid Systems not critical power systems Need UPS for critical loads Static vs Rotary UPS

24 Evaluation Criteria What are you displacing? Supplementary systems Grid vs option Critical and Backup cost of loss (insurance)

25 Important info Renewables not Base Load Systems Large battery inverters seldom grid forming Mix can be complex

26 Thank you Questions?