energy landscape in 2020; smart and sustainable

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  • 7/31/2019 Energy Landscape in 2020; Smart and Sustainable

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    Energy Landscape in 2020:Smart and Sustainable?

    Roberta Gamble, Director

    Energy & Power Systems

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    Focus Points

    Context: Mega Trends Drive Change

    Global Market Dynamics

    The Energy Mix

    Solar and Wind Forecasts

    Smart Grid Advances to Meet the Challenge

    Energy in 2020

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    Mega Trends Impacting the Energy Industry

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    Top Global Mega Trends

    Mega City

    SMART Cities and SMART Infrastructure

    Mega City

    SMART Cities and SMART Infrastructure

    Growing Middle Class

    Geo Socialization

    Growing Middle ClassGeo Socialization

    Beyond BRIC: The Next Game ChangersEmerging Outsourcing Hotspots

    Beyond BRIC: The Next Game ChangersEmerging Outsourcing Hotspots

    SMART CloudsVirtual WorldWireless Intelligence

    SMART CloudsVirtual WorldWireless Intelligence

    URBANIZATION

    SOCIAL

    ECONOMY

    TECHNOLOGY

    Power, Water, TransportPower, Water, Transport

    New Business ModelsNew Business Models

    Health , WellnessAging Populations

    Health, WellnessAging Populations

    INFRASTRUCTURE

    BUSINESS

    HEALTH &WELLNESS

    SMART FACTORY

    SMART and GREENSMART and GREEN

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    Market Trends Driving Energy

    Growing

    Economies,Populations

    Growing

    Economies,Populations

    InfrastructureInfrastructure Need to for GreenerEnergy solutions

    Need to for GreenerEnergy solutions

    EnergyEnergy

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    BRIC, N-11 Among Fastest Growing Economies

    2009$32

    Growth

    Rate(%)

    3000 4000 5000 6000 7000 8000 9000 10000 25000 35000 40000

    -(3.0)

    -(2.0)

    -(1.0)

    2.0

    3.0

    4.0

    45000

    5.0

    BRIC6.0

    GDP ($Trillion)

    2030$42.8

    G-7

    2009$8.9

    2030

    $32

    2009$4.3

    2030

    $9.9

    N-11

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    Chennai

    Outsourcing Hotspots of 2020

    BuenosAires

    Bucharest

    Mexico City

    Moscow

    Prague

    St.Petersburg

    Sao Paulo

    ShenzhenCairo Kolkat

    a

    Krakow

    Beijing

    Shanghai

    R&D Centres

    Production Plants

    Engineering Services Centres

    Delhi

    Singapore

    Rio de Janeiro

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    Rise of the Middle Class in 2020:Over 1 Billion from India and China Alone

    700 Million

    15 Million

    120 Million

    140 Million

    400 Million

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    Stimulus Packages Target Infrastructure, Energy

    Canada $26 billion

    UK $4.6 billion

    Germany $32 billion

    USA

    Estimated that over $2.2trillion is needed over next5 years for i nfrastructure

    Government stimuluspackages allocates $72billion

    France Constructionstimulus $6.3 billion

    Italy $5 billionSpain $10 Billion

    China $333 billion

    Indonesia $1.17 bi llion

    Australia $16.2 billion

    Russia Major share of the$20 bil lion stimulus package

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    Shift in Energy Consumption

    North Ameri ca

    32%

    Latin Am erica

    4%

    Europe

    29%

    Russia

    9%

    Middle East

    2%

    Africa

    3%

    India

    3%

    Rest of Asia

    13%

    China

    5%

    North America

    28%

    Latin America

    6%

    Europe

    22%

    Russia

    6%

    Middle Eas t

    3%

    Africa

    3%

    India

    4%

    Rest of Asia

    15%

    China

    13%

    North Amer ica

    23%

    Latin America

    7%

    Europe

    18%

    Russia

    5%

    Rest of Asia15%

    China

    20%

    India

    6%

    Africa

    3%

    Middle East

    3%

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    The Energy Mix Today and in 2020

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    Top 10 Energy Technologies to Watch For in 2020

    Nuclear Power

    Wind

    Advanced Batteries and Storage

    SMART Grid

    Biofuels

    Fuel cellsDistributed

    Geothermal

    Energy

    Management

    Solar PV, CSP

    Carbon Capture

    and Storage

    Top 10 Energy Technologiesof the Future

    Key technologies that are poisedto have a profound impact on the

    global energy industry. Theseareas represent high potential

    ROI.

    Key technologies that are poisedto have a profound impact on the

    global energy industry. Theseareas represent high potential

    ROI.

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    Fuel Balance Today and in 2020

    Coal

    Oil

    Gas

    Nuclear

    Hydro

    Wind

    Solar, OtherRenewables

    0

    5000

    10000

    15000

    20000

    25000

    30000

    2010

    Coal

    Oil

    Gas

    Nuclear

    Hydro

    Wind

    Solar, OtherRenewables

    0

    5000

    10000

    15000

    20000

    25000

    30000

    2010

    3%3%

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    Why Solar and Wind?

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    Solar and Wind Market Growth

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    Photovoltaic Market Global Growth

    CAGR33.5%

    CAGR33.5%

    Note: All figures are rounded; the base year is 2009. Source: Frost & Sullivan

    Megawatts InstalledMegawatts Installed

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    Concentrated Solar Power Global Market Growth

    CAGR

    49.6%

    CAGR

    49.6%

    Note: All figures are rounded; the base year is 2009. Source: Frost & Sullivan

    Megawatts InstalledMegawatts Installed

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    Concentrated Solar Power Global Market Growth

    Note: All figures are rounded; the base year is 2009. Source: Frost & Sullivan

    Megawatts InstalledMegawatts Installed

    43%

    CAGRto 2016

    43%

    CAGRto 2016

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    Wind Power Market Global Growth

    GlobalCAGR22%

    GlobalCAGR22%

    Note: All figures are rounded; the base year is 2009. Source: Frost & Sullivan

    Megawatts InstalledMegawatts Installed

    US: 24%

    CAGR

    US: 24%

    CAGR

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    Solar and Wind Power Market Drivers

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    Solar and Wind Power Market Restraints

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    Smart Grid Connection to the Future

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    Primary Objectives for Utilities by 2020

    1. Increase Power Availability

    -by minimizing interruptions inpower delivery

    2. Improve Energy Efficiency

    -by reducing waste in power delivery andenergy losses

    3. Accommodate Renewable Power

    -Prevent congestion on thepower lines and interruptions

    4. Preparing for Growing Power Load

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    Driving the Market

    Supply-Side Drivers Demand-Side Drivers

    Source: Frost & Sullivan.

    RenewableEnergy

    Need for

    PowerInformation

    ElectricVehicles

    NetMetering

    Mitigate NewBuild T&D

    Respond to

    EnergyLegislation

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    New Business Models for Utilities

    Current flow

    Information flow

    Distribution

    Future Business Model

    Electric

    appliances/

    devices

    Customer

    service

    Power

    generation

    Power

    transmission

    Monitoring

    Powerdistribution

    Power from utility

    Power

    generation

    End User/

    Grid

    Power from Distributed Generation units

    Monitoring

    Metering andenergy

    portal

    Third-party

    energymanagement

    services

    Energy InformationServices

    Current Business Model

    Power

    generation

    Power

    transmission

    Electric

    appliances/

    devices

    Customer

    serviceMeteringPower

    distribution

    Distribution

    Electricityusage bill

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    Energy in 2020

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    Fuel Balance Today and in 2020

    Coal

    Oil

    Gas

    Nuclear

    Hydro

    Wind

    Solar, Other

    Renewables

    0

    5000

    10000

    15000

    20000

    25000

    30000

    2010

    Coal

    Oil

    Gas

    Nuclear

    Hydro

    Wind

    Solar, Other

    Renewables

    0

    5000

    10000

    15000

    20000

    25000

    30000

    2010

    3%3%

    Coal

    Oil

    Gas

    Nuclear

    HydroWind

    Solar, Other

    Renewables

    2020

    Coal

    Oil

    Gas

    Nuclear

    HydroWind

    Solar, Other

    Renewables

    2020

    7%7%

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    Installations of renewable energy technologies will more thandouble

    Government incentives will be a big driver

    Wind and other technologies will achieve increasing price

    parity

    Current traditional power sources will evolve: more gas,cleaner coal, expanded nuclear

    The grid will have to keep up and will be an increasing area ofinvestment

    Installations of renewable energy technologies will more thandouble

    Government incentives will be a big driver

    Wind and other technologies will achieve increasing price

    parity

    Current traditional power sources will evolve: more gas,cleaner coal, expanded nuclear

    The grid will have to keep up and will be an increasing area ofinvestment

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    FROST.COM