Gamesa Global technology, everlasting energy

Transcription

Gamesa
Global technology, everlasting energy
January, 2012
Gamesa
Technological Global Leader
o More than 15 years of experience in technological sector and wind
industry
o Listed company, member of the Ibex-35 index
o Worldwide leader in the design, manufacture, installation and
maintenance of Wind Turbine Generators (WTG)
•
23,000 MW installed
•
Close to 15,000 MW under maintenance
o Global benchmark in wind farm development business:
•
4,300 MW promoted
•
Portfolio of more than 24,500 MW
o Global presence:
•
•
34 manufacturing centers in Europe, USA, China, India and Brazil
24 sales offices in 8 regions
2
Global Gamesa
Productive and sales bases in leading markets
Cumulative capacity, at year-end 2010: close to 21,000 MW
Americas
2,766 MW
Europe
14,586 MW
Asia
2,726 MW
Sales MWe 2010
Total = 2,405 MW
N. Africa
756 MW
China
28%
US
28%
India
8% RoW
7%
Rest of
Europe
22%
Spain
7%
3
Global Gamesa
Productive and sales bases in leading markets
America
Manufacturing plants
2 in US
1 in Brazil
Components
Blades and
nacelles assembly
Manufacturing capacity
1,300 MW
Europe
Asia
22 in Spain
6 in China + 1 under
contruction
3 in India+ 1 planned
(2012)
Components
Components
Complete design
and manufacture
1,200 MW
NEW MANUFACTURING PLANT
Blades, nacelle
assembly, gearbox,
generators
1,500 MW
UK – Offshore global plant
4
Global Gamesa
From local to global company in 10 years
Gamesa, local company
MW sold in 2000
Gamesa, global company
sales MWe 3Q 2011
Spain
95%
India
20%
Latam
16%
Spain
6%
USA
14%
RoW
2%
Rest of
Europe
22%
RoW
5%
94% of the
MWe sold
internationally
China
21%
5
Global growth strategy
Business global organization: 8 region and 24 local offices
Europe North
North America
Europe South
and RoW
China
India
6
Latin
America
Asia Pacific
South Cone
Global growth strategy
International customers
10 wind energy main operators in
2009
✓
Customer increase: 20 new over the last
12 months
10,4
Aresa
Drace
Baja Energy
Enhol
Fersa
Bonny
Viridian
Volkswind
Hubei
China Guandong Nuclear
Huadian
6,7
✓
6,2
✓
✓
Long
Yuan
✓
Datang
6,2
4,5
3,0
✓
2,9
2,7
✓
2,1
✓
1,9
✓ Gamesa customers
Sources: BTM; Macquarie; Roland Berger Strategy Consultants
Triventus
VAPAT
Coopesantos
ABK
Italcimenti
Datang
Mesoamerica
Renovalia
Indian private customers
...
7
Gamesa
Comprehensive business knowledge
8
Gamesa
9
Gamesa
10
Gamesa
Technological leader
o In 2011, Gamesa has doubled the number of its technological centres
worldwide to ten, as well as the number of R&D professionals
o Backed by a 200 million euro loan from the European Investment Bank
(EIB) for its R&D and Innovation Strategy until 2011
o Participation in the leading European R&D projects in the industry:
• Azimut. Gamesa leads this consortium to develop a 15-MW offshore wind
turbine using 100% Spanish technology
• Windlider 2015. Leads a consortium, granted by Spanish program Cenit.
This project aims at designing large wind turbines
• Upwind. Gamesa takes part in this European research project on future
wind generation and the design of very large wind generators, that will be
installed in onshore and offshore wind farms
• Reliawind. Gamesa leads this European project that aims at enhancing
reliability in wind turbine design, operations and maintenance of wind
turbines
11
Technological innovation
Product innovation roadmap until 2015
5 new product families in 5 years
2010
2011
Sub
MW
2012
2013
2014
2015
 Current best
in class CoE
G58cII
Multi
MW
G90cII
G97cIII
 Best in
class
CoE
G87cS
Know-how
G128cII
G9X-FC
Mark 2
G9X-FC
Mark 3
 Best
onshore
output per
G13xcIII sqm
Offshore
Know-how
 Best adaptability to
grid requirements
G11XOffshore
 Best in class
CoE
G12x
 New platform for new
market segment
G14XOffshore
o Technology is
critical to achieve
CoE targets –
Gamesa has a clear
product innovation
roadmap until 2015
o Main goals: to be
the benchmark in
CoE and adapt the
product to demand
requirements
o Innovative Multi
MW technologies
(already developed)
to be applied to all
platforms
12
Cutting-edge technologies development
Research roadmap, 2010-2015
2010
2011
2013
2012
OFFSHORE
RESEARCH
Windlider 2015
Increasing efficiency
WTG design
AZIMUT
Reliawind
UPWIND
New Technologies for a
15 MW Offshore
Wind Turbine
New generation of
more reliable
wind turbines
CONTROL
8-10 MW Offshore
Technologies
ENERGY
STORAGE
WIND
FARM
MATERIALS
ROTOR
Advance Control System
Generation 1

Advance Rotor
Generation 2
Healthy and Environmentally friendly materials

New materials for wind turbine components

Twenties
Wind Farm
Control Technologies
Proto Step 1
Sustainergy
o Leading several
European projects
on Multi-MW WTG
development and
wind farm
management
o Leading applied
research in
energy storage
Advanced Offshore materials
Greengrid Very Large Global
Scale Concentrated
Energyeverlasting
Storage
technology,
Proto Step 1
Distributed Energy Storage
2015
o Maintaining the
leading edge in
rotor, control and
material
development
Advance Control System
Generation 2
Advance Rotor
Generation 1
2014
energy
13
Offshore product platform development timeline
Technology projects and offshore platform timeline, until 2015
2011
G11XOFS
Technology project
2012
2013
2014
2015
o Technology ready
for series
production in
2013
Prototype
(Q2-2012)
o In-house design of compliant, reliable,
profitable 5 MW offshore WTG based on
internally developed Multi MW platform
o Expertise in marine technologies (ie.
Northrop Grumman Shipbuilding)
ROADMAP
Serial
production
(2013)
G14XOFS
Technology project
14
Prototype
(Q2-2014)
o In-house design of compliant, reliable, profitable 6-7
MW offshore WTG
Serial
production
(2015)
o UK: wind turbine
erection starts by
2014
Gamesa
Technological globalization
50% of 2013 technology workforce in international centers, global leadership through key
partnerships
Resident
Engineering US
Oxford Valley
(PA)
Offshore G11X-5,0 MW
Virginia, US
Offshore G14X UK
June 2011
EU Technology
Madrid, Spain
15
Technology R&D
headquarters
Pamplona, Spain
Existing offices
New offices (2011)
Resident Engineering
Brazil 2011
EU Technology
Bilbao, Spain
Resident Engineering
Chennai, India
1Q 2011
Resident
Engineering in
Tianjin, China
Advanced materials
R&D centre Singapore.
March 2011
Built-in operator
Comprehensive answer – value chain know how
GAMESA WIND FARMS
GAMESA WTG
GAMESA SERVICES
4.3 GW
23 GW
15 GW
O&M
PROMOTION
Prospecting
1-12 m
Licensing
12-36 m
Exworks
delivery
EPC1)/Logistics Operation &
/ Construction Maintenance
+ 12-24 m
Gamesa’s experience
Not covered by Gamesa
1) Engineering, Procurement, Construction
GENERATION (RE) CYCLE
Energy
Management
Ongoing during 20+ years
Repowering/
Decomissioning
16
Built-in operator
Comprehensive answer – value chain know how
Project
development
WTG Design
WTG
manufacturing
Logistics
BoP
WTG erection &
commissioning
4.3 GW inhouse
developed
constructed
G8x design
improvement
G10x full
design
Vertical
integration &
strategic
partners
Permitting
Load
analysis &
certification
Manufacturin
g facilities
design
9 platforms
20 rotors
developed,
tested and
operated
30
Active Filters
manufacturing
facilities
worldwide
Advanced
control
features
Site
assesment
Project
finance
More than
2,250
Civil works
EPC
More than
15,000
ops/yr
HV/MV
substations &
lines EPC
WOSS
 4.5 GW
constructed
WF Power
electronics
Around
23 GW
installed
Additional
services
supplied
under request
Power
electronics inhouse
developed
WindFact
(Voltage dip
solution)
Added
value
services
Repowering
WindFarms
development
New grid
requirements
solutions for
existing
products
O&M service
And
long term
warranty
O&M service
catalogue
17
Around
15 GW in
O&M
Continuous
product
improvement
83,000 WTG
years cum.
Built-in operator
Global benchmark developer
Ranking by wind power installed capacity 2009 (GW)
10.4
6.7
6.2
6.2
4.5
4.0 (1)
3.0
Long
Yuan
Gamesa
Energía
(1) 3.578 MW in Gamesa’s projects sold to others
Sources: BTM Consult ApS – 2009 y compañías; GWEC; Roland Berger Strategy Consultants
Datang
2.9
2.7
18
2.1
1.9
Gamesa
Fight against Climate change
o Our activities are crucial in the fight against climate change
o Around 23,000 MW installed avoiding 33 million tons of CO2 emissions / year
MW INSTALLED
GREENHOUSE GAS EMISSIONS
ACCUMULATED FIGURES
TONNES OF CO2 AVOIDED PER MW INSTALLED
20,834
31,000,000
27,000,000
18,247
19
24,000,000
16,016
19,200,000
12,849
14,700,000
9,845
2006
2007
2008
2009
2010
2006
2007
2008
2009
2010
Aligned with the main international
ethical corporate principles
Committed with the human rights and the environment
Included in the leading sustainability indexes
20
20
Global commitment
To tackle climate change by cutting CO2 emissions
o Energy usage, a fundamental factor unleashing climate
change
o Copenhagen Agreement – developed nations to finance
development of renewable energy sources in developing
nations
o EU 20/20/20 targets
o US – stimulus programs such as production tax credits
(PTC), investment tax credits (ITC) and Treasury grants
o China – 5-year plan with scope for raising the initial
target of raising contribution of renewable energy to 15%
by 2020
21
Wind power benefits
WHY WIND?
o Reduces CO2 emissions
o Reduces dependence from
fossil resources
CLIMATE
CONCERNS
o Increases energy security
WIND
DRIVERS
ENERGY
SECURITY
o Increases price stability
AFFORDABLE
ENERGY
Competitive
Cost of Energy (CoE)
is key
22
Mature Technology
In demand worldwide
Wind power capacity installed worldwide
Accumulated MW
13%
194,390
157,899
7%
11%
2%
2%
3%
3%
3%
22%
120,550
23
21%
93,835
14%
74,052
59,091
47,620
39,431
7,600
10,200 13,600
1998
1996
1997
1999
17,400
2000
23,900
2001
31,100
2002
2003
2004
2005
2006
2007
2008
2009
Source. GWEC
2010
India
Spain
China
Germany
USA
Italy
France
UK
Canada
Denmark
RoW
Growth trend
With no tear
Increase of installed wind power potence (GW)
CAC (%)
BY REGION, 2013
Portugal
Turkey
Brazil
42%
Italy
Canada
2%
4% 1%
5%
3%
Spain
4%
13%
12%
UK
5%
France
5%
Germany
2005-2008
2010-2013
2013-2014
Source: BTM; GWEC; EER; companies; media;
Roland Berger Strategy Consultants
China
32%
6%
6%
India
25%
USA
24
Growth in global demand
In emerging nations, mainly Asia
Population without access to electricity: 1.5bn in 2008 and 1.3bn in 2030
Source: IEA
China and East Asia
195.1
72.5
25
North Africa
Middle East
1.7
613.9
21.4
5.1
1.6
Latam
34.1
12.8
South Asia
587.1
698.3
Sub-Saharan
Africa
2008
2030
488.6
Wind power, sustainable energy
Competitiveness guaranteed for international economics
CO2 emissions free energy
Provides incomes to local economics and developes local
providers
Generates sustainable employment
Introduces technology into markets
26
Wind power benefits
Cutting carbon emissions
Energy-related CO2 emissions(1) in 2030
GT of CO2
39
8-15
24-31
-28%
27
Emissions 2006
Forecast 2030
Effect of
implementation of
new policies
Forecast 2030
1 Including power generation, industry, transportation, construction and other energy sectors
2 The 550 Policy estimates assume that the mix of low carbon energy sources increases from 19% in 2006 to 25% by 2030,
boosted by an increase in renewable energy capacity of 440 GW
Source: IEA World Energy Outlook 2008
The 158 GW of total
capacity at year-end
2009 produced
340 TWh of
27
clean electricity and
prevented the emission of
204 million
tonnes of CO2/yr
Wind power benefits
Drop in wind generation costs
Wind power costs (per kWh) indexed to 2005 = 100
Economies of scale
Technological development
933
Less margin for error and
introduction of improved methods
Technological development
Shortening product launch cycles
Narrowing increases in production costs and
economies of scale
Downtrend in maintenance costs
Technological development of less
importance. Operating and control strategies
-44%
28
522
-32%
-37%
354
224
1986
1992
1996
-33%
1999
Source: NREL and BTM
149
2002
-33%
100
2005
-15%
85
2009
Global technology,
everlasting energy

Gamesa Global technology, everlasting energy

Transcription

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