QUEM É A BYD? - ZONA Elétrica
Transcription
QUEM É A BYD? - ZONA Elétrica
Como construir nossos sonhos no Brasil? Desafios e oportunidades para a energia solar fotovoltaica no Brasil Desafios e oportunidades para a energia solar fotovoltaica no Brasil Adalberto Maluf Diretor de Marketing e Relações Governamentais adalberto.maluf@byd.com BYD Brasil e BYD Energy Nossos três sonhos Energia Solar Armazenamento Eficiente de Acessível Energia Mobilidade Elétrica QUEM É A BYD? Fundada em 1995, a BYD tem 180.000 funcionários em mais de 20 fábricas (sendo 15.000 engenheiros pesquisadores); 2º maior produtor de componentes para celulares, tablets e laptops do mundo; Maior fabricante mundial de baterias recarregáveis do mundo; Maior fabricante global de sistemas de armazenamento energia (Energy Storage System). Maior fabricante de carros elétricos e híbridos plug-in do mundo (1º Vendas Totais em 2015); Maior fabricante de ônibus e caminhão elétrico do mundo. New Energy Business IT Business Auto Business LCD/LCM Cell Phone Design Electric Vehicle Auto Electronics Microelectronics Cell Phone Solar power Station Auto Tooling Li-ion Battery Assembly Energy Storage Station Engine & Motor Iron-Phosphate Laptop PC LED Auto Decoration Battery Camera Module UPS/DPS Whole Vehicle Partner of Most World Well Known IT Companies For IT Components Manufacturing & ODM Service World-leading PV & Energy Storage Station Manufacturer with Projects all around the World World NO.1 Battery Electric Vehicle Manufacturer BYD R&D Institutes Technology-based Innovation-oriented Auto Engineering Research Institute Vehicle Integrated Packaging and Adaptation Vehycle Design Electric/Electrical Design Auto Testing Center Oil Sludge Model Formation Green Energy Truck Design Auto Electrical Design Special Vehicle Design Chassis Design NVH Interior & Exterior Design CAE Ceramics Materials Engineering Plastics Advanced Ceramics Polymer Materials Metal Materials Magnetism Materials BYD R&D Institutes Functional Materials Surface Tech. Central Research Institute Applied Materials Rubber Materials Optoelectronics Tech. Electric Power Research Institute Energy Storage Station Solar Power Station DESS (Distributed Energy Storage System) Inverters Optoelectronics Technology Faturamento 2015 R$ 43,75 bilhões (US$ 12,5 bilhões) ﹩12.502 ﹩9,047 ﹩8,596 ﹩7,800 ﹩7,650 ﹩7,100 Employees ﹩6,000 180,000 180,000 180,000 180,000 ﹩4,000 ﹩3,105 150,000 130,000 ﹩2,000 Revenue(Million USD) ﹩952 ﹩127 ﹩62 ﹩31 ﹩13 13,000 ﹩0.3 ﹩7.3 7,000 20 200 800 4,000 1995 1996 1997 1998 1999 ﹩190 15,000 2000 ﹩586 ﹩337 26,000 36,000 20,000 2001 2002 2003 2004 ﹩967 180,000 180,000 120,000 100,000 55,000 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Alguns prêmios recentes da BYD 2015: Zero Emissions Energy Ecosystem UN-DESA - Sustainable Development Agenda. 2015: Fortune: 15th Companies to Change the World 2014: Changfu Wang, fundador da BYD ganhou prêmio da ONU Zayed Future Energy Prize Lifetime Achievement 2013: “Crush Test Facility of the Year 2013” - ATTI 2012: Chinese Patent Award of Excellence by State Intellectual Property Office of People's Republic of China 2014: Sustainia Award – Top 10 Global Innovators in Clean Tech. 2011 China’s Most Admired Companies (Ranked 7th) by Fortune Magazine (No.1 in auto sector) 2010: Bloomberg Bussiness Week Top 10 most Innovative Companies Changfu Wang, presidente da BYD e o presidente dos Emirados Árabes, Sheikh Sultan bin Zayed bin Khalifah BYD BRASIL 2014: BYD anuncia sua vinda para Campinas 2015/ Junho: Inauguração da unidade de Ônibus Elétrico em Campinas. • Centro de P&D e protótipos. • Finalização de ônibus elétricos. • Montagem de pacotes de baterias 2016/ Maio: Segunda fase da Unidade Campinas. 2019: Fabricação de células de baterias no Brasil BYD ENERGY 2015: Anúncio da fábrica de 400 MW no Brasil 2016/ Dez: Previsão da inauguração da primeira unidade com capacidade para 200 MW de painéis solares fotovoltaicos/ano. Campinas Campinas MOBILIDADE ELETRICA On-Road Off-Road Veículos para Portos Ônibus Urbanos Taxis e Frotas Públicas Veículos em Aeroportos Entregas Gestão de Resíduos Logística e Empilhadeiras Ônibus Rodoviários e Fretados Logistica e Construção Veículos Passeio Veículos de Mineração PORTFOLIO DE VEÍCULOS ELÉTRICOS E HÍBRIDOS PLUGINS PARA FROTAS PÚBLICAS Frotas de Alto Desempenho (táxis, viaturas policiais, transporte executivo, car sharing) ou Aplicações Urbanas onde a redução de poluentes e de ruídos for importantes , como: Entregas urbanas, caminhões de lixo e betoneiras, etc) CARROS E ÔNIBUS ELÉTRICOS AMPLAMENTE UTILIZADOS NO MUNDO EM DIVERSAS APLICAÇÔES ENERGY STORAGE 20-year largest battery manufacturing experience. The world’s Iron-phosphate battery output capacity, covering 20% of the global capacity. BATTERY TECHNOLOGY Iron-Phosphate Battery Long life cycle Safe and reliable Environmentally Friendly Retention rate capacity is still over 70% after 10,000 charging cycles (almost 30 years). The Iron-Phosphate Battery undergoes extremely harsh tests – flames, short circuit, prodding, striking, extreme heat, extrusion and overcharge. It does not burn or explode even when put into the fire. Flames Short Circuit Prodding Striking Extreme Heat Extrusion No Pollution throughout the whole production process! BATTERY TECHNOLOGY Iron-Phosphate Battery LiCoO2 Heat Stability Resolve and release O² at 180℃ Energy Density 150-160 Wh/kg Applicability Cell phone, laptop Chemical Principle & Lifetime LiMn2O4 Melting temperature is higher than LiCoO2 Lower than LiCoO2 and higher than LiFePO4 battery Vehicles ( Japanese cars) Li(NiCoMn)O2 unstable under high temperatures and Co is scarce Stable structure even at 600℃. No O2 release 150-160 Wh/kg 100-110 Wh/kg laptop, Vehicles (Japanese Vehicles, energy storage cars) stations Under 50 degrees, the cathode material Mn will melt into electrolyte, shortening its lifetime * Currently, there are four kinds of Lithium -ion batteries LiFePO4 Ferric iron is very stable and will not undergo chemical changes. Long lasting lifetime * Battery safety is categorized into "electricity safety" and “heat safety” The Iron-Phosphate Battery meets both Chinese and the stringent US FMVSS standards BYD Has Chosen the Iron-Phosphate Battery to Ensure the Safety BYD Iron-Phosphate battery production capacity 2015: 10GWh (the largest in the world) BYD ESS Schematic Diagram The BYD ESS is consist of 3 main parts: Iron-Phosphate Battery, battery management system and power conversion system. Grid 0.4kV AC Bus Power Conversion system Power Conversion system BMS Battery bank ESS Unit BMS Battery bank ESS Unit Utility ESS – Containers Modulares BYD Containerized ESS are housed in standard waterproof 20ft or 40ft shipping container. BYD can also provide customized products base on the basic unit. Main parts shown as follows: Power conversion system and local control system Battery and battery management system Auxiliary equipment: including air-conditioning, fire suppression and lighting 3MW/12MWh 6MW/36MWh Soluções Armazenamento de Energia ≥ 1 MW BYD Energy Storage 250KW/500KWh ≤ 100KW 200KW/500KWh Micro Grid System 200KW/800KWh Utility Scale ESS 50KW/45KWh 50KW/60KWh Community System ≤ 10KW Distributed Energy Storage System Home Based System ≤ 1KW Off Grid Off-grid Home Based System Community System Utility Scale Project Projetos na China Mais de 250MWh ESS entregues pelo mundo até Dez. 2015. Zhangbei 1MW/1MWh ESS Sinkiang 2MW PCS Zhangbei100kW/400KWh ESS State Grid 9MW/36MWh ESS ENN Hebei Langfang 100KW/400KWh ESS Tianjin150kW/300kWh ESS Shanxi 132KW Charging Cabinet Heilongjiang Inner Mongolia1.2MW/1.2MWh ESS Beijing 100kW/100kWh ESS Qinghai 10MW PV Ⅰ Jilin Xinjiang Qinghai 10MW PV Ⅱ Gansu Tibet Ali 2MW/5.32MWh ESS Hebei Shaanxi Shandong Ningxia Qinghai Sichuan 100kW/100kWh ESS Shanxi Tibet Henan Hubei Sichuan Jiangsu 100kW/400kWh ESS Jiangsu 35kW/37kWh ESS Nanjing 100kW/60kWh ESS Jiangsu Shanghai 100kW/80kWh ESS Shanghai 50kW/50kWh ESS Anhui Zhejiang Changsha 10MW/20MWh ESS CGNPC 2.5MW/3.5MWh ESS CGNPC 500kW/500kWh ESS Liaoning Inner Mongolia Beijing 15kW/19kWh ESS Guizhou Hunan Yunnan Guangxi Pujiang 50kW/160kWh ESS Jiangxi Fujian Guangdong Taiwan HK 100kW Charging Cabinet Shenzhen 18.7 MW EV Charging Cabinet Shenzhen Pingshan Roof PV Project-10.8MW PV Hainan Shenzhen 200kW/800kWh ESS South Grid 3MW/12MWh ESS Shenzhen 1MW PV Demonstration Station Shenzhen 20MW/40MWh ESS Pelo mundo Italy 1MW/1MWh ESS Ⅰ Italy 1MW/1MWh ESS Ⅱ UK 250kW/250kWh ESS Ⅰ UK 250kW/250kWh ESS Ⅱ UK 4MW/5.5MWh ESS Canada 4MW/2MWh ESS Switzerland 150kW/130kWh ESS Switzerland 50kW/60kWh ESS Switzerland DESS Italy DESS America 200kW/500kWh ESS Greece DESS America 2.5MW/5MWh ESS America 2MW/4MWh ESSⅠ Germany DESS America 2MW/4.4MWh ESS Ⅱ France 19.8MW/7.865MWh France DESS America EPRI 50kW/50kWh ESS Senegal DESS Thailand DESS America 250kW/500kW ESS America 4MW/2MWh ESS Qatar 250kW ESS America 19.8MW/7.865MWh ESSⅠ America 31.6MW/12.06MWh ESSⅠ South Africa 200kW/1.2MWh ESS America 31.6MW/12.06MWh ESS Ⅱ America 19.8MW/7,865MWh ESS Ⅱ USA Germany France Greece Australia Australia DESS Italy Qatar UK Canada Projetos de referência USA 31.5MW FR Project 2 USA 19.8MW FR Project 2 USA 19.8MW FR Project 1 Finish time Sep. 2015 Finish time Aug. 2015 Finish time Jul. 2015 Location west Virgina, USA Location WC ,USA Location Joliet, USA Capacity 31/5MW/12MWh Capacity 19.8MW/7.865MWh Capacity 19.8MW/7.865MWh Canada 4MW FR Project USA 4MW FR Project USA 2.5MW Smart grid Finish time Jun. 2014 Finish time Apr. 2014 Finish time Jul. 2015 Location Ontario Canada Location Ohio USA Location San Diego. USA Capacity 4MW/2MWh Capacity 4MW/2MWh Capacity 2.5MW/5MWh Projetos de referência USA 2MW Micro-grid USA 250kW Micro-grid USA 200kW Peak load shifting Finish time Dec. 2011 Finish time Dec. 2012 Finish time Jul. 2012 Location Santa, USA Location Doha, Qatar Location NC USA Capacity 2MW/4MWh Capacity 250kW/500kWh Capacity 200kW/500kWh USA 2MW Backup Supply South Africa 200kW Demo project UK 250kW ESS project Finish time Jun. 2015 Finish time Apr. 2015 Finish time Nov. 2014 Location USA Location South Africa Location UK Capacity 2MW/4.4MWh Capacity 200kW/1.2MWh Capacity 250kW/250kWh*2 China State Grid 6MW/36MWH Project Support Solar + Wind generation Current status More generation but less consumption of the renewable energy in this region. Lots of wind farms in North of China, but the output is not stable, lots of wind power was waste. Energy Storage is deemed to be a good option to resolve this problem, ZhangBei State Grid Renewable Generation Site was designed by SGCC and is part of the National “Golden Sun” program BYD commissioned 36MWh here in 12/30/11 ENERGIA SOLAR 2 5 75MW Kalkbult Project in South Africa Production Chain Solar Grade Silicon Polycrystalline Ingot Shang Luo Shangluo Plant was built on Dec., 2008, and the area is around 270,000 sq. m2 Polycrystalline Wafer Polycrystalline Cell Polycrystalline Module Shang Hai Shanghai Plant was built on Aug., 2002. BYD PV Shanghai factory is for module assembly since July, 2010. Quality Guarantee Independent Technical Advisor Audit Reports from Belgium, April 19th, 2011 from Italy, July 29th, 2011 from USA, Aug 2012 from USA, Jan 4th, 2012 ISO 9001 Factory Certificates ISO 14001 OHSAS18001 Independent Third Party Test Report 4 times strength test based on IEC standard. Enhanced thermal UV-Test Enhanced thermal cycling test Enhanced damp heat test BYD PV Module has a very good quality based on the test report. After 3000 hours damp heat the performance loss is only -1 % Projetos de referência Operating Date Sep. 2013 Operating Date June 2015 Operating Date Mar 20142015 Charanka Solar Park, Gujarat, India 50MW (39MW used BYD module) Location South Africa Location Uruguay Location Project Size 75 MW (Financed by Standard Bank) Project Size 65 MW (Financed by IDB) Project Size Operating Date June 2016 (ET time) Operating Date Dec 2014 Operating Date June 2016 ( ET time) Location Honduras Location CA, USA Location Jordan Project Size 59.6MW Project Size 26MW + 26MW (Financed by Duke Energy) Project Size 43 MW ( Financed by EBRD and Proparco) Projetos de referência Operating Date Location Project Size June / July 2012 Herzogtum Lauenburg (Schleswig-Holstein,Germany) 24.4MW (Financed by Bremer Landesbank) Operating Date Location Project Size Dec 2015 Operating Date Oct. 2014 Location TN, the USA 21.5 MW Project Size 20MW Operating Date Project Size USA Operating Date April, 2013 Operating Date Location City of Halberstadt, Germany Location Mar. 2015 Rolleston Park, Tutbury, Burton-onTrent, Staffordshire,UK Project Size 18.2 MW (Financed by DKB) Project Size 18 MW Location Mar. 2013 MIOS (33), France 10.4MW Módulo 2.0 Three junction boxes 24busbar Frameless Glass back-sheet Silicone encapsulant PIB rubber edge sealant Módulo 1.0 vs Módulo 2.0 No Frame Front Glass PIB Rubber Silicone Glue Cell Silicone Glue Reflective Layer Back Glass Installation Block Modulo Convencional Module 2.0 Porque Silicone VSe não EVA cola de silício EVA? Silicone Encapsulant EVA Transparency 96% , no UV absorber 91%, UV cut off Moisture Absorption Acetic Acid Snail Trail < 0.05% N N 0.28% Y Y Mechanical Characteristic softness stiffer Electrical Characteristic ( 1E+15 Ω·cm) (1E+14Ω·cm) UV Stability Stable chemical structure Degrade after UV absorber exhausted Silicone Si-O Bond ΔE=452kJ/mol UV light (374kJ/mol) EVA C-C Bond ΔE=347kJ/mol Lifetime PID Free 0.3% power degradation/year 1500V 1000V 275 100% -0.89% -0.71% -3.55% 245 230 Conventional module Module 2.0 Efficiency left % 260 95% 90% Module 2.0 Conventional Module 215 -15.93% 80% 0 200 initial Pmax 48h 96h 144h 192h 240 h PID Standard test condition: 85%/85oC for 96 h under -1000V, power loss <5% 288 h 2.000 4.000 6.000 8.000 85oC,85% /h Silicone: power degradation is less than 5% after 7,000hs damp-heat test EVA: degradation is more than 5% after 2000hs. Total Service 50 years Snail Trail Free Minimized the Impact of Micro-crack no dark area and micro crack dark area due to micro crack; power loss High System Voltage 1,000V 1,500V 1,500V 17 25 Conventional module A Conventional module B Module 2.0 Initial EL Photo Initial EL Photo Initial EL Photo EL Photo after PID test EL Photo after PID test EL Photo after PID test The Most Robust Structure Design Mechanical load test__5400Pa, Front The EL pictures after Mechanical Load test Dual Glass Module Dual-Glass modules Conventional Module Antes do teste 5400Pa loading test Conventional modules Depois do teste Hail test Diameter D/mm Velocity V/m·S-1 IEC 30 25 Enhance 50 35 Conventional module 50mm Module 2.0 Múltiplas maneiras de instalação A B C Embalagem (Dual Glass Module Package) Module Type PCS/pallet Pallet/container PCS/container Module 2.0 34 24 Conventional module 26 28 Module 2.0 32 21 Conventional module 26 22 816 60cell 10.8% 728 672 72cell 14.9% 572 Performance Superior Lifetime PID Free 7% power IP67 immediate improvement For The Whole Module Higher 1500V 50 high voltage system Snail Trail Free years’ service time High Temperature And High Humidity Endurance 0.3% power degradation /year Mechanical Strength Hail Proof Maior capacidade de geração – Maior Retorno Yearly Irradiance: 1800 KW/㎡/year 80.000 Cerca de 2,23 vezes mais energia gerada se comparada com módulos convencionais na vida útil do produto 70.000 60.000 Electricity/KWh 240% 50.000 220% 200% 180% 40.000 160% 30.000 20.000 11.5% +Energia 140% 10.000 gerada que módulos convencioanis 120% 0 1 6 11 16 21 26 31 36 41 100% 46 0.3% yearly degradation of Silicone VS 0.7% yearly degradation of EVA. E A INDUSTRIA LOCAL? 2015 foi ano de consolidação das energias renováveis no mundo e no Brasil. 1.5 MW Japão 2,2 MW Bélgica Fábrica da BYD em Shenshen ENERGIA SOLAR FOTOVOLTÁICA MOMENTO FAVORÀVEL Situação no Brasil (3 leilões com 3 GW em projetos em andamento). Outros leilões no futuro devem garantir demanda firme. Política de atração de investimentos para produção local (FINAME/ PADIS). Gerador de empregos e renda (enconmia regional). Resolução Normativa da ANEEL 482 (2012) – Micro e Minigeração. Isenção de ICMS na geração distribuída em alguns Estados. Resolução Normativa 682 (entrou vigor em 2016) Aumento de 1 MW para 5 MW. Permite o uso de créditos em outros locais (mesma empresa). “Geração Compartilhada” – Consórcios, cooperativas e condomínios. Melhoria Prazos (Créditos passam de 36 para 60 meses e redução prazo de 82 para 34 dias para distribuidoras fazerem a coneção – Até 75 kW). ENERGIA SOLAR FOTOVOLTÁICA DESAFIOS AINDA SÃO ENORMES VETO AOS ANEXOS DO PADIS. Situação desigual de termos mais impostos sobre os insumos para produção dos painéis solares em relação ao painel pronto (Carga de 36-46% contra 12% painel importado). Isenção do PIS/COFINS (gerador habilitado no REIDI tem essas isenções), então eles se transformam em custos ao produto local (isonomia com outras formas de geração de energia). Isenção de ICMS sobre os insumos. Alguns Estados ainda não reduziram ICMS sobre a geração descentralizada, aumentando o tempo de payback e dificultando sua ainserção. INMETRO aumentar a regra em relação ao sistema de etiquetagem. OBRIGADO Adalberto Maluf Diretor de Marketing e Relações Governamentais BYD Brasil adalberto.maluf@byd.com