WEC 2017 North Sea Conference

Transcription

1 WEC 2017 North Sea Conference Den Haag Zuiderstrandtheater, 24 th January 2017 Dr. Leonhard Birnbaum, Member of the Board E.ON SE World Energy Council Vice-Chair Europe

2 2 The global picture WEC perspective

3 The World s primary energy demand growth will slow and per capita energy demand will peak before 2030 due to unprecedented efficiencies created by new technologies and more stringent energy policies. Final Energy Growth Rate (p.a.) 2,2 2,1 2,0 1,9 1,8 1,7 1,6 1,5 1,4 1,3 1,2 1,1 1, History Modern Jazz Unfinished Symphony Hard Rock Source: World Energy Council, Paul Scherrer Institute, Accenture Strategy

4 Worldwide demand for electricity will double by 2060 Meeting this demand with cleaner energy sources will require substantial infrastructure investments and systems integration to deliver benefits to all consumers. Electricity Generation (TWh) Source: World Energy Council, Paul Scherrer Institute, Accenture Strategy

5 The phenomenal rise of solar and wind energy will continue at an unprecedented rate PV Wind Electricity Generation by Source ( 000 TWh) , ,7 Modern Jazz ,7 Modern Jazz ,8 Unfinished Symphony ,9 Unfinished Symphony ,3 Hard Rock ,3 Hard Rock ,6 Source: World Energy Council, Paul Scherrer Institute, Accenture Strategy

6 Limiting global warming to no more than a 2 C increase will require an exceptional and enduring effort, far beyond already pledged commitments, and with very high carbon prices. Annual Carbon Emissions (GtCO2) History Modern Jazz Unfinished Symphony Hard Rock IPCC 2 C Target Source: World Energy Council, Paul Scherrer Institute, Accenture Strategy

7 Cooperation? 7

8 The company picture E.ON perspective 8

9 Customers in the focus of our activities Barbara Frank Helga 9 Manfred Nadine

10 And all customers have their own needs 10

11 As a consequence E.ON has split in two companies Sustainability Technological innovation Customer Solutions Customized energy solutions Digitalization & connectedness Energy Networks Connecting platform Decentralization of energy Fragmentation of traditional business model Empowered customers Renewables State of the art green energy

12 The necessities of our customers. are the new challenges for us Key trends in the energy sector Decarbonisation, Renewables Challenge #1: building smarter energy systems Decentralisation & individualisation Digitalisation of the energy sector Challenge #2: building smarter energy partnerships 12

13 Challenge #1: building smarter energy systems Smarter Renewables Smart coupling: Integration of transport (power & gas) Cleaner & better conventionals Smart grids / micro-grids Smart copuling: Integration of heat 13

14 Smarter Renewables: Well integrated as mainstream solution End 2000 ~ 30,000 installations* End 2010 ~ 750,000 installations End 2015 ~ installations

15 Smarter Renewables: More cost competitive Wind offshore: Estimated project LCOEs by commissioning year, (2016 $/MWh) 15 Source: Bloomberg New Energy Finance

16 E.ON is the second-largest operator of offshore wind farms in the world Aa Kårehamn (48 MW) Robin Rigg (180 MW) Aa Aa Humber Gateway (219 MW) Amrumbank West (288 MW) Delta Nordsee Ab Aa (324 MW) Arkona-Becken Südost Aa Aa (378 MW) alpha ventus Ab Rødsand II Aa (60 MW) 3 (207 MW) 4 Scroby Sands (60 MW) Aa London Array (630MW) 1 Aa Aa Rampion (400 MW) 2 In operation Under construction Aa Aa Ab Under Development E.ON-share 30% (189 MW) 2. E.ON-share 50% (200 MW) 3. E.ON-share 26% (16 MW) 4. E.ON-share 20% (41 MW) 16

17 Smarter Renewables: Recent renewable projects Summary 17 Source: Bloomberg New Energy Finance

18 Smart Grids: Innovative Grid Technologies need to enable the integration of Renewables

19 Smart coupling Hydro Nuclear Power Customers Heat CHP Gas Energy Mgmt. Transm. Via transm- or distr. grid P2G NG from DK,NO,RUS Import/Export System Mgmt Industry System Mgmt System Mgmt Wholesale - Price signalling PV Distr. MV/L V Substation automation System Mgmt PV Solar E-mob. thermal Energy Mgmt. Individual family houses, business premises & offices Heat plant BG fermentation BG gasification Storage White goods Gas mob. Mini-/micro CHP 19

20 Challenge #2: building smarter energy partnerships 20

21 B2C Solutions Selected examples PV/ battery Customer engagement PV B2C ~3,500 PV contracts signed PV & battery launched in April 2016 for B2C customers Solarprofis : 170 O&M contracts signed in first 7 weeks Connected home Smart check Saving energy toolkit (SET) Smart Check with ~35,000 customers in Germany, growing by ~ registered users a month SET in the UK (~1 m SaaS 1, 0.8 m active) Value added services Over 65,000 connected home devices deployed in large scale pilot projects C. 400,000 customers make use of value added services, such as energy-related insurance services Software as a Service provider: Opower

22 B2M: In the heart of Munich Bayernwerk Natur creates a new climate--friendly quarter Housing Living space for over 3,000 people Living areas of 130,000 m², m² land area Living Space for Art & culture, gastronomy, sport and shops New bars, hotels & restaurants Working Roughly ¼ of the total are planned for industrial real estate More than 7,000 new jobs 22 Bildquelle: Internetauftritt des Werksviertels München.

23 What does it all mean for offshore wind? 23

24 Changing perspectives for offshore wind Times of offshore high margin projects are over Appropriate delivery models Excellence matters Scale matters Cooperation models matter Times of low risk FIT are over See above Also for other RES RES niche play is over RES need to take system responsibility System to be optimized cross-border for RES 24

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