Challenges - unido spx

Report
RENEWABLE ENERGY 29/03/2012
Green Industries, Department of Trade and Industry
RENEWABLE ENERGY IN SOUTH
AFRICA
• REIPPPP – Procurement of 3725MW of RE over 3-5 bid
submission windows
• Industrial Policy Action Plan – Prioritizes green industry as an
emerging economic growth sector
• Wind Industrial Strategy – investigation in to the development
of the strategy for wind industry development
• Solar and Wind Sector Development Strategy
• Integrated Resource Plan (IRP) 2010-2030
MANUFACTURING CAPACITY FOR
WIND ENERGY
• South Africa’s wind-turbine and component manufacturing
industry is still in its infancy
• Small wind turbines
– Kestrel Wind Turbines (0.6kW to 3kW in size)
– Aero-Energy
• Medium/large grid connected wind-turbine generators
– PalmTree Power (300kW)
• Large grid-connected wind turbines
– limited quantities of components for this market sector
LOCALISATION POTENTIAL
SOLAR ENERGY - CSP
CSP Value Chains
• Materials: steel, plastic, copper, brass, aluminium, concrete,
silica, molten salt and synthetic oil. While these can be sourced
globally, many materials (including steel, plastic, aluminium,
concrete and potentially synthetic oil) is available in South Africa
•Components: for the collector system, steam generator system,
heat storage system and electrical/control system. Many of these
can be manufactured by South African engineering, aerospace
and automotive companies
•Construction/assembly: most of the construction can be done by
SA companies
CSP Localization Potential
Solar PV
Solar PV
•In South Africa, photovoltaic systems are all small scale (less
than 1 MW) mainly for off-grid applications.
•Applications have included the telecommunications, game farms,
schools, rural households, health centres, isolated lodges,
navigational buoys, and other such applications, at a total
capacity of 21 MW
•IRP 2010 - 8 400 MW target for PV
•Two solar PV plants in the Western Cape
– Tenesol
– Solar direct
Solar PV localisation potential
• South Africa bears potential for local production of several
components that make up a solar PV plant including:
– Module
– Inverters,
– Tracking systems
– Steel structures
– Cabling
– Transformers
REIPPPP
• RFP announced 31 July 2011
– Wind:
– PV:
– CSP :
1 850MW
1 450MW
200MW
Rolled out over a series of rounds
• Round 1
– 53 bids received amounting to 2123 MW
– 28 Preferred bidders amounting to ……MW
• Wind = 934
• Solar PV = 1039
• Solar CSP = 50
– Round 2 submitted in March 2012 and Round 3 in August 2012
The role of the dti
• Industry Development
• Focus on localization of technologies
– Set targets and monitor local content of RE projects
– Local manufacturing
– Incentivizing industry for local manufacturing of components
– National standards are established for solar and wind power, ideally
based on international standards
– A facility is established for testing and certification of solar and wind
power products
– TISA promotes South African products and services in the solar and
wind power sector.
LOCAL CONTENT REQUIREMENTS
Technology
Onshore
Wind
Solar
Photovoltaic
Solar CSP
Without
Storage
CSP with
storage
Biomass
Biogas
Landfill gas
Small scale
hydro
Local Content
Second Bid
Submission Date
First Bid
Submission Date
Current
Current
Threshold Target
25%
45%
Third Bid
Submission Date
Threshold
Target
Threshold
Target
25%
60%
40%
65%
35%
50%
35%
60%
45%
65%
35%
50%
35%
60%
45%
65%
25%
45%
25%
60%
40%
65%
25%
25%
25%
25%
45%
45%
45%
45%
25%
25%
25%
25%
60%
60%
60%
60%
40%
40%
40%
40%
65%
65%
65%
65%
25%
45%
25%
60%
40%
65%
EMERGING ISSUES
• Definition of local content
– How deep into the value chain do we go
– Value add percentages part of local content?
– Increased threshold realistic?
– Capacity of local suppliers
• Volumes
• Meeting the quality specifications
• Experience
– Price
CHALLENGE TO SUPPORT
LOCALISATION
•Challenges
–Do we have local suppliers?
–Are local suppliers competitive?
–Will local suppliers behave in monopolistic way once local
content increases?
–Local content vs value for money
– Economical competitiveness of local module production
•Threats
–If we do nothing local industry will not develop beyond
point of natural localization
CONCLUSION
•We are doing this for SA – Jointly seek solutions to reduce
risk on the programme, developers and industry
• A national commitment to renewable energy
• Establish the demand for investment
• Development of a strong, competitive domestic
manufacturing industry,
• Capability to compete with imports from an already
established global industry
• Additional incentives required
Thank you
Witness Mokwana
[email protected]
Tel: +27 12 394 3508

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