Global Top 10 Trackers for 2016 GTM Research

Transcription

1 Global Top 10 Trackers for 2016 GTM Research #1Indian Tracker Technology installed FY ONLY GLOBAL Tracker Technology Organization with Multiple Solutions

2 WHY TRACK THE SUN? Punjab Pavagada * 8.00 GENERATION - kwh Mysore * Trackers are feasible/recommended only at locations where a >16% gain is achievable. A gain of >20% is generally possible with Tilted Trackers in Latitude >23N

3 UNIQUE TECHNOLOGY FEATURES ZEROMECHANICAL O&M Thoroughly Tested for Durability and Reliability, 30 + years MMS Designed based on Boundary Layer Wind Tunnel Bankability Certifications and Third party due diligence PROVEN TRACK RECORD April 2017

4 April 2017 ROW Tracker, June 2017 Product Differentiator No Motion Dampers, innovative self locking mechanism One of the widest tolerances to sloped lands Least number of child parts, very easy to install, saves install time and cost Cost competitive and Bankable (same bearings and controller variants of the IE verified Array Trackers) Having a mix of Row and Block Tracker, Scorpius is the ONLY company in the world to provide both tracker variants under one roof

5 April 2017 DESIGN VALUE ADDITIONS Understanding thedesign Goals 1. Get the maximum generation for available land? 2. Get maximum Generation for installed kwp? 3. Which trackertechnology to use (Horizontal Single Axis / 10 Deg Tilt / newcustomised concept) 4. What is optimum DC to AC ratio that the inverter will allow for that plant. This should be first priority as this will generate the max units possible when COMBINED with tracker. 5. Optimal spacing between tracker rows to make sure that the DC fits into the plot. Recommendation s to utilize the max DC to AC ratio (1.15 or whatever the inverter manufacturer allows) and use trackers for the additional gain at that DC to AC ratio AND at the max pitch possible for the available plot of land. INNOVATION in Design services 1. Civil foundations : faster installation protocols in ramming to save labor & time, Laser alignment 2. Civil Marking : using tools like a Differential GPS with direct Marker to CAD tools DESIGN scope 1. Plant Layout 2. Civil Foundation DesignandLayouts 3. Foundation Methodology : depending on soil, cost of labor, time available for install, plant size

6 Trackers will continue to be relevant for Solar PV due to design optimization leading to cost reduction. Trackers provide bps increase in IRR despite the expected sharp decline in module prices (as low as 0.23$ per Wp) Solar trackers are being adopted worldwide on account of increased generation and improved IRRs Global Tracker Market in GW E Source: GTM Research report The Global PV Tracker Landscape 2016 Global Tracker Penetration 25% E 49% E E E E E Tracking % of Ground Mount Over the past few years, the industry has begun to move away from fixed-tilt racking structures to trackers due to their higher energy yield. Horizontal, single-axis trackers are now the leading choice among trackers since they can deliver 20-30%* more energy without the added cost and complexities of dual-axis or azimuth tracking systems By 2018, the Asia-Pacific region will be the largest regional market for trackers, as the Indian utility market grows and the Chinese market matures The USA will remain the leading market for trackers through 2021 (>70% of US groundmount projects with trackers) The global value of tracker installations will top $4.9 billion (37.7 GW) in 2021 $ Bn Indian Market $ 480 Mn SCORPIUS : RELIABLE design, DURABLE for 35+ years, BANKABLE, proven TRACK RECORD Source : GTM Research

7 Single Axis Trackers offer several advantages over Fixed Tilt systems Higher and more uniform Generation Solar PV system with Single Axis Trackers provides up to 20%* more generation compared to a Fixed Tilt Solar PV System. Fixed tilt system will need to be oversized to match the generation provided by tracker and inverter will clip the power output beyond a point in oversized systems resulting in clipping losses. The generation profile of a tracker based system is more uniform and flat providing higher generation during peak hours than a fixed tilt system which has a bell shaped generation profile peaking during mid-day Lower Grid Downtime Impact Generation Spread across Entire Day Lower O&M costs For the same required generation, the DC capacity of PV system with trackers will be lower than the DC capacity of Fixed Tilt PV system. Due to smaller system size, the Operations & Maintenance costs will be lower for system with trackers. Smaller system size will also mean that a smaller team will be required for O&M activity. Higher Return on Investment The cost of higher required DC capacity will increase EPC and land costs for Fixed Tilt systems which will offset the additional structural cost required for tracker installation. Also higher O&M costs will raise operating costs for Fixed tilt systems. The lower capital and operating costs for PV system with trackers will result in higher ROI.

8 RELIABILITY What is a Boundary Layer Wind Tunnel Laboratory? Cutting-edge facility for wind tunnel testing and analysis methods that provides planners with solutions to complex wind engineering problems at the project design stage Examines the effects of wind on tall buildings, longspan bridges and multiple other structures Solves such environmental problems as wind-driven rain and predictions of the effects of severe wind storms, such as hurricanes ensuring safety parameters are met successfully Tested in Boundary Layer Wind Tunnel facility, certified for BANKABILITY Covers snow engineering, wind climate studies and analysis of pedestrian-level winds Click here for the video GOOD tracker designs are based on boundary layer wind tunnel data taken in an actual wind tunnel. Such designs consider DYNAMIC wind behaviour and AERO ELASTIC INSTABILITY

9 Wind Vortex

10 Economics Viable + Profitable

11 Telangana 10 MWp, since Feb MWp GENERATION DATE MONTH NET UNITS TO (Normal) MAY 19,81, TO (cloudy) JUNE 16,25, TO (rainy) JULY 11,51, TO (rainy) AUGUST 15,62, TO (rainy) SEPTEMBER 12,19, TO (less rainy) OCTOBER 17,08, TO (less rainy) NOVEMBER 16,91,790 Average gain observed past 18 months is 17.8 % over Fixed Tilt plants in that area

12 Price Casualties Quality, Safety, Reliability

13 Casualties Quality, Safety, Reliability

14 April 16 DURABILITY Thermal Cycling : Cycling from -20 to 85 deg Humidity Freeze : 85% Humidity -20 to 85 deg Bearing Life cycle Test, 100 years + Damp Heat The component will be subjected to 1000 hours of 85 % ±5 % relative humidity at a temperature of 85 C ± 5 C.

15 BANKABILITY Will the product perform as expected? What is the quality of the product and materials? What is the product s durability and reliability? How will performance change over time? Can I trust the warranty to cover the expected performance of the product? April 16

16 INSTALLATIONS PHOTOS AFRICA PALESTINE INDIA JAPAN

17 INSTALLATIONS (completed, in process, under discussions, MOU) Projects- Utility India : 10 MW (Telangana) India : 8.05 MW (Telangana) India : 10 MW (Tamil Nadu) India : 3.5 MW (Rajasthan) India : 20 MW (Gujarat) India : 22 MW (Telangana, multiple) India : 6.7 MW (UP) Projects- Utility India : 55 MW (Karnataka, multiple) India : 56 MW (Punjab, multiple) India : 48 MW (Madhya Pradesh) Palestine : 160 kw (installed) USA : 600 kw(supplied) Japan : 600 kw (installed) Uganda : 650 kw (installed) Projects- Off Grid India : 400 kw India : 150 kw India : 70 kw Japan : 30 kw > 300 Trackers solar pumping, roof top and many more orders installed and under execution

18 Global footprint April 2017

19 Contact Us Ritesh Pothan, Senior VP - Business Development ritesh.p@scorpiustrackers.com