Vietnam & Utility-Scale Solar: The Case for Smart Solar Trackers in Wind Prone South East Asia
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This document provides an overview and agenda for a presentation by Brian O'Rorke of Nextracker on the utility-scale solar market in Southeast Asia, with a focus on Vietnam. It begins with an introduction to Nextracker as the #1 global market leader in solar trackers, with 40 GW installed worldwide. It then discusses the growing solar PV market and pipeline in Southeast Asian countries like Vietnam, Philippines, Malaysia, and Myanmar. The presentation highlights the benefits of single-axis trackers over fixed-tilt systems, and introduces Nextracker's tracker portfolio and software solutions. It focuses on the company's flagship NX Horizon tracker and its self-powered tracking design. The document emphasizes Nextracker's advantages including optimized designs for bif
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Vietnam & Utility-Scale Solar: The Case for Smart Solar Trackers in Wind Prone South East Asia
- 1. Vietnam & Utility-Scale Solar The Case for Smart Solar Trackers in Wind Prone South East Asia November 2020 Presented by: Brian O’Rorke, Nextracker
- 2. Agenda © 2020 NEXTRACKER | Proprietary & Confidential 2 • Company & SE Asia Market Overview • NX Ecosystem • Nextracker Advantage • Questions & Answers
- 3. Company Overview © 2020 NEXTRACKER | Proprietary & Confidential 3 • 40 GW of solar tracker systems in operation or under construction in 6 years • A Flex company • $25Bn annual revenue, $14Bn balance sheet • Global presence • 400 staff worldwide, 9 global offices, robust supply chain • Robust product lines • Solar trackers, software and controls, digital O&M • Deep PV expertise and experience • 300 years of collective PV experience on executive team 17% 9.2%6.3% 5.1% 4.9% 4.7% 4.2% 3.7% 3.6% 3.2% 2% 1% 1% #1 market share leader five consecutive years: 2015- 19 Source: IHS Markit, July 2020 Nextracker 32% 2019 NX Shipments 11.2 GW #1 Global Market Share Leader in Solar Tracking
- 4. © 2020 NEXTRACKER | Proprietary & Confidential 4 Next-level Facts: • <40 GW smart solar trackers in operation or under construction • 30+ countries deployed • 11 GW TrueCapture • 12 GW bifacial projects Global Presence Headquarters California, USA Nextracker SE Asia Office: Singapore
- 5. Solar PV pipelines in South East Asia: Vietnam, Philippines, Malaysia & Myanmar are Key Markets © 2020 NEXTRACKER | Proprietary & Confidential 5 0 5 000 10 000 15 000 20 000 25 000 30 000 35 000 Vietnam Philippines Thailand Myanmar Laos Malaysia Cambodia Singapore Operating Construction Financial Close DA Approved DA Application Concept Source: Rystad Energy, November 2020, Capacity (MWAC)
- 6. 6 PV in SEA will enjoy strong growth toward 2025 with most countries applying auction model Source: Rystad Energy RenewableCube 0 5 000 10 000 15 000 20 000 25 000 30 000 35 000 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 Vietnam Thailand Singapore Philippines Myanmar Malaysia Laos Cambodia Capacity(MWAC)
- 7. SE Asia Opportunity: Single-Axis Trackers Still Account for Small Portion of Market © 2020 NEXTRACKER | Proprietary & Confidential 7 0 2 000 4 000 6 000 8 000 10 000 12 000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Fixed Single axis Capacity(MWAC) Source: Rystad Energy RenewableCube
- 8. © 2020 NEXTRACKER | Proprietary & Confidential 8 Why Trackers? Trackers versus Fixed Tilt Tracker Compared to Fixed Mount Daily Power Production AM Noon PM BOOST FROM TRACKING Yields lower LCOE 20% to 30% more energy yield than fixed in sunny locations; and 5-10% more cost. Yields more revenue/kWh • Better match to utility load, TOU multipliers, customer peaks. • Tracker cost decreased over 75% in last 20 years (1995-2015)
- 9. NX Ecosystem and Changing Industry Needs © 2020 NEXTRACKER | Proprietary & Confidential 9 NX Data & Monitoring Control Services Suite of advanced data and software-driven digital services that dramatically improve asset management efficiency and lower operating costs. NX Horizon™ & NX Gemini™ Industry’s most advanced smart solar trackers Optimized for range of tier one modules Monofacial, bifacial, FSLR S6. SOLAR TRACKER PORTFOLIO TrueCapture™ & NX Navigator™ Smart software and control platforms Improve monitoring precision Increase energy yield up to 6% SOFTWARE & CONTROLS
- 10. © 2020 NEXTRACKER | Proprietary & Confidential 10 Nextracker’s Flagship: NX Horizon™ Solar Tracker Elegant Design with the Lowest Cost of Energy 120° Rotational Range Unlinked rows for easier O&M Self Powered Tracking eliminates wiring costs 10-20%+ more PV per site; 1-2% more energy per MW 5X faster cleaning & maintenance 15% N-S slope tolerance, E-W unlimited Smart wireless monitoring & closed loop control
- 11. NX Horizon: Award-Winning Self-Powered Tracker 4 3 2 1 Zigbee wireless mesh network connects controller on each tracker row to the NCU DC Motor drives tracker row Self Powered Controller (SPC) precisely measures array angle and controls tracker position, integrated LI-ion backup battery provides power reserve and overnight control Dedicated smart PV panel powers self-powered controller and motor NX smart solar trackers combine advanced mechanical design with digital communications & control to maximize project IRR
- 12. © 2020 NEXTRACKER | Proprietary & Confidential 12 Think Long Term, Think Smart Design for Today and Tomorrow Optimized bifacial tracker system design Collaborative design for thin film Nextracker’s patented smart panel for shade detection and enables self-powered functionality Comprehensive compatibility with larger module trends
- 13. Field- Measured Bifacial Gains © 2020 NEXTRACKER | Proprietary & Confidential 13 NX Horizon one-in-portrait solar tracker 14.5% 11.4% 12.9% Jan Feb Mar 5.4% 6.3% 6.6% Oct Nov Dec Golden, CO1 Davis, CAFremont, CA High Albedo Low Albedo 12.8% 10.4% 8.7% Jan Feb Mar 7.2% 6.8% 6.0% Jan Feb Mar 6.0% 6.2% 11.3% Aug Sept Oct 1 Chris Deline, Silvana Ayala Pelaez, Bill Marion, Bill Sekulic, Josh Stein (Sandia National Laboratories) Understanding Bifacial Photovoltaics Potential: Field Performance https://www.nrel.gov/docs/fy20osti/75532.pdf
- 14. TrueCapture Smart Control System © 2020 NEXTRACKER | Proprietary & Confidential 14 Solving for Row-to-Row and Diffuse Light Real-World Site Challenges Industry Standard Backtracking Methodology Row-to-Row Tracking: Conventional Tracking TrueCapture Eliminates Shading Losses TrueCapture Diffuse Tracking Diffuse Light Tracking
- 15. Bifacial and TrueCapture © 2020 NEXTRACKER | Proprietary & Confidential 15 Complementary & Additive 0 200 400 600 800 1000 1200 1400 6:00 AM 8:00 AM 10:00 AM 12:00 PM 2:00 PM 4:00 PM 6:00 PM 8:00 PM Typical daily production curve Bifacial Gain TrueCapture R2R Gain TrueCapture Diffuse Gain MW
- 17. A Tale of Two Designs: Wind Event Comparison © 2020 NEXTRACKER | Proprietary & Confidential 17 Tracker 2 (Not Nextracker) Nextracker: no damage Affected area Directional winds during event 1. Not all Wind Tunnel Tests are created Equal Only Peer Review Aeroelastic Wind Tunnel Tests can be relied upon 2. Multiple Dynamic Effects Torsional Galloping, Torsional Divergence, and Vortex Lock-in all can lead to catastrophic failures 3. Long Term Reliability Impact on wind related disasters is rarely discussed and should be of top concern for long term owners 4. Fixing Damaged Systems Outer rows can be strengthened and a change to a high angle stow can help prevent repeating damages © 2020 NEXTRACKER | Proprietary & Confidential 17
- 18. NX Navigator Proprietary and Confidential ©2019 18 NX Navigator Dashboard • Simplifies controls for Asset Managers and Owners to prevent large damages • Allows for immediate remote response in the event of severe weather warnings • Enables remote monitoring of health of a PV plant before, during, and after a storm • Allows for greater scalability of managing projects and assets over time
Editor's Notes
- Nextracker designs and manufactures high performance tracker systems and energy boosting software
- Smart, experienced NX system is built for the future, and the asset you re buying today is not deprecating- it appreciating because of all the upgrades and changes that we are making to the systems. Changing industry needs: Experienced Design- Optimized plant design & configuration Impact of product design Component Reliability Advanced Software Solutions Automation Predictive Analytics Performance Enhancement Smart monitoring and controls Future Planning Asset Life Risk Mitigation & Changing weather patterns Warranty Support
- Module compatibility: Crystalline FSLR Bifacial Large Format Smart panel ----------------------------------- Energy gain with NX Tubes/rails/bearings: 2/3 Strings, +0.8 to 1.2% (absolute) Drive system: 1/3 Strings, +0.8 to 1.7% (absolute) ---------------------------------- Typical 1P tracker: Tubes and rails: 50mm cell tube separation Square or Octagonal tube Bearings- Under modules Drive System- Components under modules ---------------------------------
- Please note: On the shoulders: there is less bifi gains, but not zero gains. The bulk of the bifacial gain comes at 10AM – 2:30 PM
- True field test– Australia project shows two installations side by side of two different systems. Can point to the article- hits on production loss, warranty can fix it, but the loss of production during reconstruction can be massive. The goal is to have as much up time as possible
- Risk Mitigation Planning for extreme weather such as hurricanes, floods, or hail can remotely trigger trackers in the defense position with a click of a button Long Term Reliability Seeing the health of a project and diagnosing issues immediately is the best way to keep a system lasting for it’s intended design life
- Condense the slide to categories.
- Collar material swaged into the lock grooves forms a permanent, vibration-resistant connection. Quick visual inspection is all that's needed for a quality-assured joint
- Risk Mitigation Planning for extreme weather such as hurricanes, floods, or hail can remotely trigger trackers in the defense position with a click of a button Long Term Reliability Seeing the health of a project and diagnosing issues immediately is the best way to keep a system lasting for it’s intended design life
- Main points: All trackers have comms, have complete visibility to what all trackers are doing. Trackers move quickly with low energy consumption /needs Smart module allows for closed loop on row2 row parameters.
- NCU and SPC produced in Brazil + Mexico we are the only manufacturer of our controllers: with global supply chain / world-class manufacturing from Flex
- If you increase the wind speed– big issues. Wind turbines in background indicate frequent winds- not just the speed, but how frequent the wind is. ----- The issues are happening all around the site, not just in one rea. One must pay attention to frequent winds that happen throughout the site. The wind turbines are in a consistent wind area.
- Prev generations of trackers- not comm, not updateable/upgradeable The NX system is built to produce more yield to last you 40-50 yrs. Built to allow for future updates- built for the future Intelligent design with technology that is proven to work (network/software/radio frequency) Adaptable to site and owner needs -------------- Smart, experienced NX system is built for the future, and the asset you re buying today is not depreciating- its appreciating because of all the upgrades and changes that we are making to the program. Our thing is leverage tech that is proven (network, software, radio frequency)- the same tech’s that are cutting edge are the ones that we have built into our system. To get you more yield to last you 40-50 yrs. That is how the foundation is laid in the system. design
- Site experience extreme weather changes- from freezing/snow to heat wave within a couple days. Site weathered flooding b/c key electrical components are above flood plane. Look for 2 things: all about up time: traditional vs smart/nx tracker. We can mitigate risk and continue up time a the same time *Alex R. Juliana/Nelson- something about SPD- discharge protection against thunderstorms against SPD UL certification on grounding? Covering high thunderstorm areas in brazil deck. Protecting against power surges that happen in brazil. Arrester in SPC – Alex R.