PV market in Russia : challenges & prospects

Transcription

1 PV market in Russia : challenges & prospects SEMICON Russia PV Forum May 31, 2011 presented by Andrey Kotenko, Head of the Polysilicon Division

2 What are the prospects for the PV market in Russia? Pros.: High insolation levels over large areas with electricity demand Over 2/3 of the RF are not covered by the power grid High grid connection charges Rate increase by the natural monopolies Gas & coal hold over 60% in Russia s energy sources Gas prices rose 26% in 2010 and will increase by 15% a year till 2013; Source: Ministry of Energy, Ministry of Economic Development Cons.: Lack of support structure to renewable energy Low competitiveness of the photovoltaics

3 Russia does not depend on the import of feedstock due to availability of its own quartzite deposits and processing QUARTZ MINE METALLURGICAL SILICON TCS > 30 deposits in different parts of Russia (Output 2,5 million МТ/year) ZAO Kremniy ( MT/year) Nitol ( MT/year) Renova Orgsintez (5 000 MT/year) ZAO Kremniy, location: Shelekhov Nitol, location: Usoliye-Sibirskoye Renova Orgsintez, location: Novocheboksarsk Source: Nitol page 3

4 Russia intends to become an important polysilicon supplier # Project Location Budget M$ Total Capacity МT/y Full capacity year 1. Nitol Usoliye-Sibirskoye Renova Orgsintez Novocheboksarsk ? 3. Khimprom Volgograd ? 4. Konti - ZPK Jeleznogorsk Titan Omsk? RUSAL Russky Kremny Abakan? ? 7. Permsky Kremny Perm? Kremniy na Donu Gukovo ? 9. Helios Tomsk ? 10. NPO Mostovik Omsk? Total: page 4

5 Russian and foreign engineering companies assist Russia in becoming an important polysilicon supplier Technology and main equipment supplier EPCM services EPCM services, Polysilicon and TCS technology EPCM services, TCS technology EPCM+ services page 5

6 Nitol - 2 years of stable polysilicon supplies to the PV market giants 1.4 GW/year 10 mln modules in 80 countries 1.1 GW/year

7 Moving down the PV supply chain Top-3 Solar Wafer producers PCMP 33 Helios Resource 100 AMEX 10 Capacity MW/y 2010 Top-4 Solar Cell producers Solar Wind KVANT PCMP STV-Telecom 1,5 1,5 Capacity MW/y 5 5 Top-5 Solar Module producers Solar Wind STV-Telecom KVANT BTCP-crystal RMCIP Capacity MW/y Source: Company data page 7

8 Companies pursue expansion plans and announce new projects Product Project Capacity МW/y Full capacity year Wafer AMEX Expansion Cell Kvant Solar Wind Module STV-Telecom * Usolye-Sibirskoe project New plant Wafer Module Solar Wind Solinkom 50? Hevel (thin-film) Solar Stream / Ioffe Institute (concentrator PV) * depends on the market situation page 8

9 HEVEL Solar the biggest solar module manufacturing plant in RF Corporate structure Joint venture of Renova and Rusnano Location Novocheboksarsk, Chuvash Republic Facility area 28,000 sq. m. Product Production capacity Equipment 125 Wp TF silicon PV modules 130 MWp per year (>1 million modules/year) New-gen Oerlikon micromorph turnkey FAB Source: Hevel Solar construction starts Q production starts December 2011 end of ramp-up July 2012 page 9

10 PV installations in Russia Total PV installations in 2010: kW ( kW) min. 20% growth; Installation companies have MW-scale plans, depending on the government support PV plants under consideration for : 22MW PV power station is announced for Kislovodsk. 400kW PV power projects planned in Belgorod region 1+MW PV power plants planned in Yakutia 2-3MW PW power projects considered for other regions; Total projected capacity 10+ MW installed by the end of 2013; Key players in the PV installations market: VIEKO, Solar Wind, Solteh, Inverta, Suntechnology page 10

11 PV installations Belgorod project PV power station in the village of Krapivenskie Dvory, Belgorod region The largest PV installation in kW (expandable to 150kW) Combines polycrystalline Si modules (RZMKP) and a-si panels (imported) Installers VIEKO PV electricity is purchased at a higher rate (9 RUR or 0.23/kWh) compared to the one from Kursk nuclear power station ( /kWh). Total capex 22 mln RUR ( 550 thousand); Expected pay-off period 5-6 years; Source: VIEKO, Nitol page 11

12 Nitol is a reliable partner in installation projects From a business plan to project, design & installation works PV modules from leading global manufacturers

13 Government support to renewables/pv in Russia under development Renewables targets set (Government Decree 1-p, 2009) Share of renewables in the total power output, % 1,5 2,5 4,5 Bln kw hour per year from renewables 16,8 33,5 71,1 10/10 RF Government approved criteria that renewable power generators have to meet, in order to receive compensation for technological connection to the grid; 12/10 amendments to the law On electric power industry outlined the mechanism for renewable power generators to sell electricity under long-term capacity supply contracts at regulated prices; To be developed mechanism of : connecting renewable power generators to the grid, calculating capacity purchase tariffs (= capex compensation), etc.; PV power projects are already feasible under regional programs on energy saving and energy efficiency; page 13

14 Industrial Park Nitol-Usolie easy IN and OUT transportation (auto, rail, air) Usolie-Sibirskoe: city of highly skilled chemists space for any facility electric power available at a very attractive price highly developed site infrastructure tax benefits Usolie

15 Acknowledgement AMEX Bekaert Helios Resource Hevel IOFFE Physico-Technical Institute Kvant Ryazan Works for Ceramic-metal Devices STV-TELECOM ZAO VIEKO, LLC page 15

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