Siemens Energy Renewables

Transcription

1 Siemens Energy Renewables The Development Demands Competitiveness and Innovation Ljubljana, March 2nd, 2011 Artur Ambroziewicz Siemens AG 2011 Energy Sector

2 Agenda Development on the Energy market Siemens Renewable Energy - Portfolio Innovation - why do we need to get better and what s our approach? Slide 1 March 2011

3 Agenda Development on the Energy market Siemens Renewable Energy - Portfolio Innovation - why do we need to get better and what s our approach? Slide 2 March 2011

4 Energy is an essential part of our daily lives Industry Education Mobility Workplace Entertainment Homes Healthcare Cities Lighting Slide 3 March 2011

5 Energy supply in the future will place major challenges on the infrastructure Three global megatrends in the energy sector Demographic dynamics Resource scarcity Environmental focus Population growth: 7.5 bn in 2020 (+1.1 bn) Power consumption: +5.2% p.a. in emerging regions and 1.4% in developed world Megacities (>10 million inhabitants): 27 megacities in 2025 Geopolitics: 70% of world oil and gas supplies only in a few countries Fuel diversity: 100% increase in oil prices over last 2 years accelerates shift to broader fuel mix Global emissions: 40% increase in air pollution over past 20 years Climate change: Global warming limited to an average increase of 2 degrees Celsius Quellen: UN, IEA, Stern Slide 4 March 2011

6 Renewables are gaining in importance but fossil fuels will continue to be the mainstay Power Generation (in 1000 TWh¹) Geothermal Geothermal Wind Renewables (excl. hydro) in 2008: 580 TWh (3% of total) 13% 28% Solar 2% 47% Biomass 2.3 % p.a TWh 3% 16% 13% 21% 6% 41% Fossil fuels 68% 54% TWh Renewables 117% Hydro 15% Nuclear 15% Gas 20% Oil 2% Coal 32% Renewables (excl. hydro) in 2030: TWh (17% of total) 4% Solar 29% Others 1% Biomass 14% Wind 52% Quelle: Siemens Energy Sector, ¹ Terawatt-hours Slide 5 March 2011

7 Agenda Development on the Energy market Siemens Renewable Energy - Portfolio Innovation - why do we need to get better and what s our approach? Slide 6 March 2011

8 Comprehensive portfolio and services: from primary energy to power distribution Slide 7 March 2011

9 Portfolio von Siemens Renewable Energy Onshore Windpower Offshore Windpower Concentrated Solar Power (CSP) Photovoltaics Small Hydro Slide 8 March 2011

10 Agenda Development on the Energy market Siemens Renewable Energy - Portfolio Innovation - why do we need to get better and what s our approach? Slide 9 March 2011

11 On the way to competitiveness Targeted decrease of energy production costs 20 EUR cent/ kwh 16 Solar PV Wholesale price peak Wholesale price baseload Wholesale parity Onshore 12 Solar CSP Offshore wind 8 Onshore wind midterm longterm Slide 10 March 2011

12 Siemens Renewable Energy pro-active portfolio innovations Offshore wind Onshore wind Concentrated solar power Photovoltaic Hydro Launch of 6MW Direct Drive New Direct Drive family Develop Hybrid solutions Optimize largescale PV solutions Tap new small hydro opportunities Floating wind turbine opening new locations M3 product for emerging markets Commercialize new heat transfer media Screen new technologies Proven tidal power Slide 11 March 2011

13 Industrialization cost cutting at wind turbine manufacturing Achieved: 250 million in FY's 09 and 10 Additional: 350 million in FY's 11 and 12 ~35% reduced cycle time $ Moving assembly line: Further lead times reduction ~20% blade weight reduction $ Optimized design: Blades, tower, nacelle ~20% logistics cost down $ Cost savings via global sourcing EUR/kW invest Huge cost down - and ongoing $ 5-fold cost savings via localization Slide 12 March 2011

14 Desertec Concept Basic idea Concept DII GmbH (Desertec Industrial Initiative) founded on October 30th, 2009 (ABB-Abengoa Solar-Deutsche Bank-Cevital- MAN Solar-HSH Nordbank- E.ON-Munich Re- M+W Zander-RWE-Schott Solar-Siemens) Goal: create an investment plan incl. Business Plan and financing concept by 2012 Prerequisite Electricity produced where resources are most favorable Harmonized RE legislation across Europe e.g. approval process Provision of up to 100 GW of RE electricity by 2050 Power used in North Africa and Europe (transported via HVDC) Slide 13 March 2011

15 Siemens Renewable Energy Thank you for your attention! Slide 14 March 2011