GE & Renewable Energy

Transcription

1 GE Energy GE & Renewable Energy Robert Ridgway Product Manager Renewable Power Conversion

2 Agenda General Electric GE s Portfolio GE Energy Renewable Energy Supplier Partnerships Standardization Opportunities Conclusion 2

3 GE s portfolio 4 businesses operating in more than 100 countries 125+ years Over 300,000 employees worldwide 2008 revenue $182B Energy Infrastructure Technology Infrastructure GE Capital NBC Universal Power & Water Energy Services Oil & Gas Aviation Enterprise Solutions Healthcare Transportation Aviation Financial Services Commercial Finance Energy Financial Services GE Money Treasury Cable Film International Network Sports & Olympics 3

4 GE Energy Employees: 82, revenue: $37.1B Operating in 140 countries Power & Water Energy Services Oil & Gas Power generation Renewables Gas Engines Nuclear Gasification Water treatment Process chemicals Contractual agreements Smart Grid Field services Parts and repairs Optimization technologies Plant management Drilling/production for land, offshore, subsea LNG and pipelines Refining/petrochemical Industrial power gen Complete lifecycle services 4

5 Investing Across a Variety of Technologies Wind Solar Water Technologies Biomass Gas Nuclear Cleaner Coal Steam 5

6 A world leader in renewable energy solutions $5B investment Wind Leading N. American wind turbine supplier 5x unit growth since 02 14,000 units installed globally Solar Residential, commercial and utility applications PrimeStar Solar thin film technology investment Complete scaleable solutions Biogas Power range: 0.25MW- 4MW Fuel flexibility: Natural gas or a variety of renewable or alternative gases Energy Financial Services Developing creative financial solutions 25+ years in Energy Finance $19B assets 10 manufacturing/assembly sites 4,700 global employees Installed base: 25GW Projects in 65+ countries $200M invested in supply chain 10,000 sub-supplier jobs created 6 GE Proprietary GE Company and Proprietary Confidential

7 Renewable Energy Portfolio 1.5 SLE 1.5 XLE /60hz Solar 97% availability Enhanced controls Lower wind speeds Performance Expanding MMW reach Advanced load controls PrimeStar TF technology Inverters & modular design Services Performance Upgrades Diagnostics & Life Extension Systems Grid Management Plant Optimization Nearly $1B invested in technology 7

8 Wind most economic large scale renewable Cost of Electricity ( /kwh) year levelized US per kwhr Cost of Electricity nearing mainstream 15 ~8 ~7.5 ~6 ~8.0 ~10 ~23 10 Gas Coal Nuclear Wind Basis: $8.00/MMBtu NG Coal COE does not include CCS Biomass Solar Fixed cost of electricity Energy security Zero air emissions 8

9 14,000 WTGs, ~21GW installed 20 countries China Europe - 13 Countries Canada (417/626 MW) (625/938 MW) (2,546/3,892 MW) USA Turkey Japan (8,750/13,125 MW) (65/160 MW) (280/455 MW) Note: JV with Harbin Electric just announced Global demand for clean energy drives GE Fleet growth 9

10 GE Wind global footprint

11 Supplier Partnerships Operational Excellence Quality and Reliability Regulations and Compliance Cost out and Efficiency 11

12 Leading in uncertain times What is GE seeing in the market Our expecta6ons from Suppliers Energy One of few industries with breath Every Order is major challenge Financial stability of projects very Dynamic Cost is a Big Differen6ator Service level & quality are pre- requisites Focus on service level - Outperform Ability to manage chaos - schedule / mix Working together as Partners drive costs Inves6ng in future ability scale up quick on an up turn GE Proprietary Information 12 12

13 Opera6onal Excellence: Customer Fulfillment 76% Supplier Delivery Performance 67% 75% 66% Cost to GE 80% Customer Need 97% 90% 94% OVERTIME $ PRODUCTIVITY INVENTORY Understand GE material flow needs - dynamic Proactive capacity & supply chain risk management Promise date integrity GE Proprietary Information 13 13

14 Quality & Reliability high stakes The defect mul6plier X Suppliers need: Proven quality and delivery track record Disciplined design process and change control Strong link to GE development processes (NTI/NPI/DMP) Transparency on risks/opportunizes Management commitment to the partnership PrioriZzed response to quality concerns Reputa6on & differen6ator GE Proprietary Information 14 14

15 Regulations & Compliance Products are shipped globally: Regula6ons Flow- down ROHS, REACH, WEEE, CE Export Control Local Content, Trade Controls, Customs Product Subs6tu6on Revision Control AVL Counterfeit Parts Aben6on, Educa6on, Diligence GE Proprietary Information 15 15

16 Cost Out and Efficiency 25% Sustain! Efficiency lean manufacturing/material usage/supply- chain management InnovaZve, well developed technology proposals Standard design across product families to improve cost and quality GE Proprietary Information 16 16

17 Standardization Opportunities Standards IEEE/NEC vs IEC 600V vs 1000V Grid Code Regional Global Products Standard Mechanical Packages circuit breakers fuses Wind Environment vs Plant Environment Temperature range (-30 to 65C) Corrosion for offshore (C5) 17

18 Conclusion Supplier Partnerships Opera6onal Excellence - dynamic market Proven quality, disciplined & linked to GE, responsive to issues, innova6on, risk transparency, & management commitment Global Product - Regula6ons, Export & Change Control Cost Out through supply- chain mgmt, mfg efficiency and Standard designs Standardiza6on Opportuni6es Work to commonize electrical and grid standards Commonize mechanical packages, environmental challenges GE Proprietary Information 18 18

19 GE Energy Q & A GE & Renewable Energy Robert Ridgway Product Manager Power Conversion Renewable Energy