001 presentation jhp nyborg strand maj 2008
Post on 30-May-2018
220 Views
Preview:
TRANSCRIPT
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
1/22
Nyborg Strand, Denmark
Maj, 2008
Jrgen Hjstrup
Suzlon Energy A/S, Denmark
From India to the world.
Suzlon Energy and the global market for wind
power...
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
2/22
Contents
World Market
Suzlon group profile
Manufacturing locations
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
3/22
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
4/22
Opportunities
Increasing energy demand
Increase in cost of energy
Global shift towards Renewable Energy (RE) sources
Wind a mega trend in RE markets
Fossil Fuels
Political Framework More mature technology
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
5/22
The New World Order...
2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050
UK US
France Germany Japan
G6
Italy France Germany
Italy
Germany Japan
Russia
Brazil
India
China
BRICs
Italy
France
*cars indicate when BRICs US$GDP exceeds US$GDP in the G6
Germany
Source: Goldman Sachs
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
6/22
Growth in Demand for Energy...
14%
25%
36%
46%
57%
0
2.000
4.000
6.000
8.000
10.000
12.000
14.000
16.000
18.000
2004 2010 2015 2020 2025 2030
0
0,1
0,2
0,3
0,4
0,5
0,6
Mtoe
Cumulativegrowthh
Source: MAKE Consulting, The Wind Forecast, December 2007
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
7/22
Demand vs. Supply (2005-30e)...
0%
2%
4%
6%
8%
10%
12%
15.000
20.000
25.000
30.000
2005 2010 2015 2020 2025 2030
Surplusdevelopment-5year
TWh
Power Generation - Supply Power Generation - Demand Generation capacity surplus
Source: MAKE Consulting, The Wind Forecast, December 2007
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
8/228
2.5
3.5
4.5
5.5
6.5
Nuclear CCGT Coal Steam IGCC Wind
(UScents/kWh
Wind: a promising renewable energy source
125
227
4
82
36
56
1
4
50% 60% 70% 80% 90% 100%
1990
2004
Biomass & Waste Wind Geothermal Solar
Source: IEA WEO 2006 / BTM Consult ApS WMU2006
Source: IEA WEO 2006 * Generation in TWh
(5 times present global energyusage, 7 times electricity usage)
(72 TW potential estimated globally
at 80m hub height)
(19.8 GW capacity addition in 2007)
(3-6 cents/kWh)
Wind Energy Status
Magnitude
Resource Availability
Established Base
Cost Competitiveness
Critical Success Parameters
Wind: Cost competitive with conventional power
Fastest growing renewable energy source*
Potential to power the future
Source: BTM Consult ApS WMU 2007 and Journal ofGeophysical Research, 2005 : Stanford University
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
9/22
Alternative energy what is the alternative?
0
50
100
150
200
250
300
350
400
450
Onshore
Wind
Offshore
Wind
Biomass Geothermal Solar CSP Solar PV
Euro/M
Wh
Fuel Opex Capex
Sources: Emerging Energy Research, December 2006
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
10/22
...and wind is cheaper than oil, gas and coal
0
10
20
30
40
50
60
70
80
90
100
Traditional
Coal
IGCC IGCC + CCS CCGT Onshore
Wind
Offshore
Wind
Euro/M
Wh
EUR30 Carbon Fuel Opex Capex
Sources: Emerging Energy Research, December 2006
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
11/22
The Australian & Chinese paradox of Cheap electricity, driven by extensive use of coal
Lack of policy directives and incentives
Lack of wind energy data
Lack of research co-ordination
Grid access
Barries to exploting wind energy...
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
12/22
Conditions for accelerating renewable energy :
Establish minimum requirements of renewable energy production on power producers
Long-term (10-15 years) PPAs
Financing based on project cash flows rather than balance sheet financing
Tenure of financing to be based on project cash flows
Attract commercial financing based on secure policy and legal framework
How to accelerate RE...
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
13/22
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
14/22
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
15/22
Denmarks strong points
Innovative and efficient work culture Well-educated work force Globalisation of work force coupling our work culture
and experience with good educations and low wages in
third world countries
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
16/22
Suzlon Group
Suzlon Group
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
17/22
Suzlon Energy
Indian ownership Established 1994 Market Leader in India for 9 years International office in Denmark opened 2005
Hansen Gearboxes 2006 Repower wind turbines 2007 Growing much faster than world market
d b f
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
18/22
In top 5 wind turbine manufacturerstoday
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
19/22
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
20/22
Vertical Integration
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
21/22
Suzlon group production facilities
Pune
Pipestone
Pondi
Daman
Bhuj
Dhulia
Tianjin
Coimbatore
Udupi
Baroda
Lommel
Bremerhaven
Husum
Trampe
Baotou
Edegem
Suzlon existing facilitiesSuzlon facilities in progress/planned
REpower production facilitiesREpower facilities in progress/planned
Hansen production facilitiesHansen facilities in progress/planned
TBD
Coimbatore
-
8/14/2019 001 Presentation JHP Nyborg Strand Maj 2008
22/22
THANK YOU
top related