s pv o&m in north america -...
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SoliChamba Consulting & Market Research
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SOLAR PV O&M IN NORTH AMERICA
COMMERCIAL & UTILITY MARKETS OVERVIEW AND
POTENTIAL
Cedric Brehaut
SoliChamba Consulting
San Francisco, California
www.solichamba.com
+1 (415) 250-4919
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PV Installations in the U.S. since 2000
Source: GTM Research U.S. Solar Market Insights 2013
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O&M Services Scope
• Monitoring & Supervision
• Grid Integration/Regulation
• Reporting
• Plant Maintenance (Preventive, Corrective, Predictive)
• Site Maintenance (Cleaning, Vegetation, Security…)
• Ancillary Services (Warranty, Guarantees…)
Source: SoliChamba Consulting & GTM Research
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Who Owns Utility-scale PV Plants?
Developers
Owners
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Who ‘Owns’ Commercial PV Plants?
Source: SEIA
This list includes PV plant owners as well as off-takers who purchase energy from PV systems owned and operated by PPA
providers. For PPA’s the off-taker usually doesn’t select the O&M vendor. Some firms’ fleet may mix & match different models.
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Who Finances Commercial PV Plants?
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North American PV O&M Vendor Landscape
Vertically Integrated
EPCs & Developers
IPP’s & Utilities
Independent O&M
Electrical & Inverter
Source: SoliChamba Consulting
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Source: GTM Research & SoliChamba Consulting
Addressable PV O&M Market by State
1.108
333
97
883
239
1.344
981
333
450
163
1.078
2.745
- 1.000 2.000 3.000 4.000 5.000
Other States
Nevada
Massachusetts
North Carolina
New Jersey
Arizona
California
Cumulative Megawatts Installed (end 2013)
Commercial Utility
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Addressable U.S. PV O&M Market by Vintage
Source: GTM Research & SoliChamba Consulting Source: GTM Research & SoliChamba Consulting
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O&M Addressable Market: Takeaways
• Concentrated in a few states
• California, Arizona, New Jersey: Commercial and Utility
• North Carolina, Nevada: mostly Utility
• Massachusetts: mostly Commercial
• Few Commercial MW built prior to 2008
• ~500MW past the 5-year mark
• ~200MW with the 5-year due in 2014
• Few Utility MW built prior to 2010-11
• Less than 100MW past 5-year mark or due in 2014
• O&M term may not be 5 years: look for expiring contracts
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What About Canada?
Source: ClearSky Advisors & SoliChamba Consulting Source: ClearSky Advisors & SoliChamba Consulting
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And Remember: This is Only the Beginning…
Source: GTM Research
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For More Information…
• Research Reports by
• Megawatt-Scale PV Plant Operations and Maintenance:
Services, Markets and Competitors 2013-2017 (200+ pages)
• Global PV Monitoring: Technologies, Markets and Leading
Players, 2013-2017 (400+ pages)
• Consulting Services
Cedric Brehaut
SoliChamba Consulting
San Francisco, California
www.solichamba.com
+1 (415) 250-4919
SoliChamba Consulting & Market Research
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BACKUP SLIDES
Source: SoliChamba Consulting & GTM Research
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Definitions
• O&M is a set of activities, most of them technical in nature,
which enable power plants to perform their task of
producing energy in compliance with applicable rules and
regulations.
• O&M can be seen as the subset of Asset Management
that consists in managing a power plant (technically).
• Services offered by O&M firms often spread into Asset
Management (e.g. financial and administrative tasks).
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Source: GTM Research U.S. Solar Market Insights 2013
PV Installations by State (2013)
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Megawatt-Scale PV O&M Forecast
North America
should reach
22GW by the
end of 2017
(cumulative).
Global market
should reach
150GW at the
same time.
North America
should account
for 14.5% of
global market.