Siemens Solar Energy. Buenos Aires, November 2011 By Rolf Schumacher R2 Siemens AG All rights reserved

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1 Siemens Solar Energy Buenos Aires, November 2011 By Rolf Schumacher R2

2 Siemens has the answers to your burning questions 1 Why Solar / Renewable Energy? 2 What are the different technologies? 3 Why in Argentina / South America? 3 What difference makes Siemens? Page 2 E R STE, September 2010 Bös / Wendt Confidential /

3 The world is changing Siemens has answers to these burning questions Population growth Industry CO 2 emissions Increasing life expectancy Healthcare We solve the challenges of a booming population We supply better and affordable healthcare Energy Source: Siemens Rising GDP in developing countries Rising temperatures We lower CO 2 emissions with our energy solutions Page 3

4 A paradigm shift can lead to a sustainable energy system 19 th century 20th century Start of 21st century End of 21st century Electrification of society Age of coal Generation and load closely coordinated Power supply limited to individual regions or urban areas Fossil fuels, water power No environmental concerns Large-scale generation of electrical energy Age of fossil fuels Energy system not sustainable Generation follows load Interconnected network grids, centralized power generation by estimated consumption Fossil fuels, water power, nuclear power Challenges force process of rethinking: - Demographic shift - Resources becoming scarce - Climate change Energy system shifting Increasingly decentralized, fluctuating power generation through renewable energies Fossil fuels, water power, nuclear power, biomass, wind, solar The new power age Electricity becomes the form of energy for most applications in daily life. Sustainable energy system Load follows generation Intelligent grids enable high percentage of renewable energies, e.g. with ecars and heat pumps Renewable energies, (solar, wind, water power, biomass), clean coal, gas, nuclear power Environmental awareness Page 4

5 Future Energy Scenario General Argentina World Wide Solar CSP Solar PV Average costs of power generation When Grid Parity in Argentina? Precio en Argentina 2008 mid-term long-term Page 5

6 Combination of different Renewables Sustainable and Competitive Small Hydro / Pump Storage Ocean Power Plants Concentrated Solar Power Plantas con operación 24/7 Plantas Fotovoltaico Conexión inteligente Smart Grid Geotermia Biomasa Turbinas Eólicas de alta eficiencia Page 6

7 Why Solar? In 5.7 hours, the deserts of our earth receive as much energy as the whole world s population uses in one year Solar energy is one of the most universal energies since more than 90% of the world s population live within proximity of sun belt The yearly solar irradiation in our deserts is equal to a 25 cm layer of oil on the surface around of our planet Page 7

8 Key Message? Renewable Energy will be (or even is already) not only the most sustainable but also the most competitive power generation Diversification is a key subject in order to minimize Intermittent supply and maximize cheap renewable energy Solar Energy will be a central energy source because of nearly unlimited resources, high technology potential for cost reduction and highest production during time of higest consumption Page 8

9 Siemens has the answers to your burning questions 1 Why Solar / Renewable Energy? 2 What are the different technologies? 3 Why in Argentina / South America? 3 What difference makes Siemens? Page 9

10 What are the technology options for Solar Energy? Concentrated Solar Energy with - CSP Power Plants for electrical Power Generation - Solar Thermal Generation for Industrial Use / District Heating Photovoltaik Power Plants for Direct Electrical Power Generation Page 10

11 source: Novatec Biosol AG Four different CSP technologies are on the market for large-scale applications Parabolic Trough Linear Fresnel source: Stirling Energy Systems, Inc. Siemens AG, taken at Abengoa Solar, S.A. With steam turbine Central Tower Stirling Dish Engine The parabolic trough is currently the most commercially viable solution Page 11

12 Parabolic trough technology is the only long-term proven technology Technology Two-cycle system (oil/condensate or molten salt/condensate) Main steam parameters: 380 C / 100 bar (with thermo oil), 500 C / 120 bar (with molten salt) Why trough technology? More than 20 years successful field experience Commercial utility size plants state of the art Most mature and bankable technology with ~500 MW in commercial operation and >1 GW under construction Possible integration of thermal storage system dispatch when energy is needed Combination with process steam and ISCC possible (hybrid) Important Features Single-axis tracking (East to West) Maximum temperature of 400 C for thermal oil as HTF Large and flat plot size requirement Water consumption in cooling towers & cleaning of mirrors Alternative: air cooled condenser Source: Siemens AG, Emerging Energy Research 2010 Page 12

13 Thermal Energy Storage allows solar power dispatch after sunset Thermal Energy Storage (TES) allows solar power dispatch after sunset and achieve high capacity factors for a CSP plant Molten Salt storage Hot tank TES in any form promotes flexibility and stability in grid operations (e.g. buffering during transient weather conditions) Adding TES requires additional solar field capacity. This cost is offset by generating more energy Molten salt storage (with cold and hot tank) is currently most mature TES technology R&D is currently ongoing in the market to make TES more broadly applicable Cod tank Source: NREL Page 13

14 Hybrid Solar plants have both, a gas as well as steam turbine Main hybrid components Solar Field Heat Transfer Fluid System Steam generator Power Block with Gas turbine Steam turbine Gas turbine Heat recovery steam generator Steam generator Heat recovery steam generator Source: CSP Solutions Consult GmbH Operation modes Daytime ''Peaker" 1) Cloudy sky / Evening 1) Night 1) Solar field supplies HTF to steam generator. Superheated steam is sent to steam turbine Both gas turbine and steam turbine work at full load Energy is provided in simultaneous ways by both Solar Field (partial) and gas turbine (partial or full capacity) with ''waste heat'' recovery Gas turbine dispatched as required with no heat supply from the SF 1) With combined cycle unit operation Page 14

15 Solar Thermal Power for Industry inside Siemens 3 technologies for large scale industrial use in house with references: Flat panels CPC (Compound Parabolic Collector) evacuated tubes Small CSP (tracking) Supported applications : Hot water (for industrial and domestic use) Steam and Hot oil for industrial process heat (SHIP) Solar air conditioning Company installed few systems around the world; Italy, Spain, US, Japan, Israel, half of them are still in operation Page 15

16 Project Idea Co - Generation CSP Power Plant for electrical production and CSP Solar Power Plant with cogeneration Conventional Solar Power Plant with CSP technology Production of Electricity Cogeneration power plant with CSP technology Heat Consumer Mining Production of Electricity Production of Heat for the Mining process Total Income = Price for CSP Power Generation Plus Benefit for Heat Supply (reduced Diesel for Boiler) Page 16

17 Solar Photovoltaic Basics and Market tendencies of Photovoltaiks Direct Generation of electrical energy from Solar Radiation Characterized by very flexible economical sizes Costs Yield Different technologies with steadily increasing efficiencies High speed in cost reduction based on big production capacities and reduced subsidies Grid parity very close for sunny states Balance of plant (local portion) is meanwhile above % of investment cost 0 Customer profitability Efficiency development will continue with thin layer for the standard cells and Concentrated Photovoltaik (efficiencies up to 40%) 0% Profitability max Yield max Page 17

18 Key Message CSP for electrical power generation is a very stable generation possibilities based on possibility of thermal storage and in general thermal buffer Solar Thermal generation for industrial heat important future market 50 %+ of industrial energy is for heat Heat of Solar very competitive Photovoltaic is the biggest market today and will further increase Page 18

19 Siemens has the answers to your burning questions 1 Why Solar / Renewable Energy? 2 What are the different technologies? 3 Why in Argentina / South America? 3 What difference makes Siemens? Page 19

20 Generation Matrix Main Data ARGENTINA OUTLOOK Location Population: million GDP: 310 Bil US$ Per capita GDP: 13,900 US$ Installed Capacity: MW Share of Renewable Energy: 4 % Nuclear 3% Hydro 36% Thermal 58% Biomass 2% Small hydro 1% Wind 0% Page 20

21 ARGENTINE SOLAR MARKET Solar Potential in ARG The Estimated Solar Power Potential in Argentina is 1000 MW. There are identified projects for 100 MW by The Solar Power Potential in Argentina is the highest in Latin America Page 21

22 ARGENTINE SOLAR MARKET On Going Projects ENARSA TENDER: 1) PPA Contract between ENARSA and developer (including the O & M) during 15 years. 2) Supply Agreement between new Generators and MEM (Ministry of Energy and / or Cammesa). 3) Tender for 25 MW SOLAR THERMAL POWER is On Going. Page 22

23 Solar Power Generation in Argentina Solar Power Generation is more and more competive Grid parity for similar market conditions concerning costs per MWh is reached in comparison to Combined Cycle with LNG (international prices all in) Solar Power Generation is a local market For Solar CSP and Solar Heat Generation in medium term 70 %+ of value generation is in the country For PV plants local portion higher than 50 % Page 23

24 Siemens has the answers to your burning questions 1 Why Solar / Renewable Energy? 2 What are the different technologies? 3 Why in Argentina / South America? 3 What difference makes Siemens? Page 24

25 Siemens Renewable Energy Photovoltaics within Siemens comprehensive Renewable Energy Division Offshore wind Concentrated solar power Onshore wind Photovoltaics Page 25

26 Only Siemens Portfolio covers the whole CSP value chain Collector Power Block Solar Field Power Plant Control Receiver Steam Turbine Generator Heat Transfer Fluid Source: Siemens Solar Thermal Energy Page 26

27 Our value proposition - Key USPs are PV system optimization and guaranteeing performance 1 Security Unique selling proposition matching with customer needs Reliable EPC contractor Profitability 3 Optimized PV plants 4 PV plant performance contracting Tailor-made financial solutions Optimized and risk minimized customer business case 2 Flexibility Huge EPC experience Trusted and bankable partner Siemens can and will do Bankable partner approach (modules) Customer-tailored equity participation model Business models (e.g. consortium) Overall system optimization Best in class products Strong solution / R&D roadmap > 25 years of experience in PV Performance ratio contracting with full maintenance Global service network Page 27

28 Siemens Argentina A big and growing local player in the Energy Market Solar Energy Projects will be local business of Siemens Argentina Siemens Argentina (1500 employees) will further increase with significant Solar Market, because CSP market 70 % or more is local value generation for long term markets For photovoltaic plants more than 50% of the value is coming from the BOP (structures, civil works, electrical connection) which 100 % local scope Page 28

29 Thank you & Discussion Page 29