Opportunities in wind power technology value chain in brazil

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Finpro presentation material in Wind Power Opportunities in Latin America seminar, Vaasa 14.02.2013

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Opportunities in wind power technology value chain in brazil

  1. 1. Opportunities in Wind PowerTechnology value chain in BrazilSeminar with Merinova February 14th 2013 Matti Landin, Finpro Brazil
  2. 2. 1. INTRODUCTION - Primary Energy Sources in Brazil 2012 Other 2021 renewables 4% Other Sugarcanerenewables 17 % 4% Wood and Derivatives Sugarcane Petroleum 5% Petroleum 17 % and and Derivatives DerivativesWood and Hydro 43 % 50 %Derivatives 9% 10 % Hydro Uranium 14 % 1% Natural Gas Coal and Natural Coal and 12 % Uranium Derivatives Gas Derivatives 2% 1% 9% 2% Total: 257 106 toe Total: 565 106 toe Apr 45 % of total energy matrix are renewables y2012 18/02/2013 © Finpro 2
  3. 3. Introduction Electricity • Share of renewable resources in electricity production will continue to increase in the next 10 years according to the Ministry of Mines and Energy. 180 000 160 000 140 000 120 000 100 000 MW 80 000 60 000 40 000 20 000 0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Renewable Non-renewable18/02/2013 © Finpro 3
  4. 4. Introduction Electricity Production by Source • Hydroelectric power will continue to strong in terms of production capacity, but wind power is presenting the largest relative growth. 140 120 100 80 2012 GW 2015 60 2021 40 20 0 Combustion* Hydroelectric Biomass Nuclear Wind Power *Includes diesel oil, residual oil, natural gas and process gas being burned to produce electricity.18/02/2013 © Finpro 4
  5. 5. Wind Energy Targets: Energy Auctions• Wind energy is the fastest growing 9000 energy production form in Brazil. Capacity Constructed by Auction (MW) Already 8 GW has been contracted. 8000 8046,5• The licenses for wind farms are 7000 granted in government held auctions. 7070 7070• Currently wind energy license 6000 auctions are held every year and will 5000 continue to be held for the next 8-10 5142 years. 4000• The contract auction system offers 3000 long term contracts, which eases 3094 project financing. 2000• 3-year construction period between 1288 1000 auction date and energy delivery 1013 date. 385 573 0 208 218• Selection by lowest price: 2009 apr 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 300 RS/MWh, 2011, 120 RS/MWh, Proinfra 2° LER (A-3 2009) 2° LFA (A-3 2010) 2012 under 100 RS/MWh 3° LER (A-3 2010) 12° LEN (A-3 2011) 4° LER (A-3 2011) 12° LEN (A-5 2011) Source: BNDES © Finpro 5
  6. 6. Wind Energy Introduction (2) • In 2011 the Brazilian Development Bank (BNDES) financed wind energy with 3.4 billion reals, noting an increase of 173% from 2010. The bank estimates an increase of funding between 20-25% for the year 2012 making the funding between 4 and 4.25 billion reals ie over 2 USD Billion/y. • The investment price per megawatt has significantly decreased in the past years due to competition and increasing local component production capacity. • The BNDES provides loans for wind power development and the loan conditions have strong incentives to support local production. • Recently funding to certain projects developed by Siemens, Fuhrlander, Vestas, Suzlon and Acciona have been frozen due to the local manufacturing requirements not having been met by the companies in an inspection by the BNDES. • BNDES issued new rules to local content 60% (-70%) to be impmented gradually until 1.1.2016. 1 BRL = 0.38 euros (Oct/2012)18/02/2013 © Finpro 6
  7. 7. Wind Energy Operators: Capacity Under Construction and Licensed Petrobras Enerfin Energisa Ventos Brasil EletrosulBrennand Energia/CHESF MPX Energia Tracktebel IMPSA ContourGlobal Serveng Galvão Gestamp Dobrevê Energia Neoenergia SIIF Enel Energio Bioenergy CPFL Renova 0 100 200 300 400 500 600 Under Construction (MW) Licensed (MW) Source: ANEELCurrent production (09/2012), Energy operators18/02/2013 © Finpro 7
  8. 8. Wind Energy Capacity by Locations In operation Under construction Licensed Source: BNDES 12/201118/02/2013 © Finpro 8
  9. 9. Wind Energy Manufacturers • Wobben, IMPSA, Alstom, Gamesa and Vestas have production in Brazil Other Siemen Acciona Sinovel • (Fuhrlander) and GE are constructing factories 4% s 2% 1% in Brazil. Several operators are planning 2% Alstom factories to Brazil. 5% Suzlon Games • Wobben and Tecsis produce currently blades in 16 % a Brazil, while Eólice/LM and Aeris are opening 6% factories. • Towers have several producers, with 3 major IMPSA ones: Gestamp, Engebasa and Tecnomaq 16 % GE 16 % Wind Turbine Production Capcity (MW) 5000 Fuhrlander Vestas 4000 Suzlon 12 % Wobbe n 3000 Alstom 20 % 2000 GE Vestas 1000 Gamesa 0 Weg/MTOI 2007 2008 2009 2010 2011 2012 2013 Source: BNDES / EPE18/02/2013 © Finpro 9
  10. 10. Wind EnergyManufacturers: Plants in Operation and in Construction as of 2011 Source: ABEEólica, Brasil Energia
  11. 11. Wind EnergyNacelle Manufacturs Source: ABDI
  12. 12. BNDES launched Dec 2012 new local content requirements 60-70 % - Nacelle ExampleTable 2 BNDES , Phase 5 and 6 of Nacelle assembly and sourcing in Brazil;• Starting 1.1.2015 -1.1.2016 Six components from frazil, at least 3 from col. B• Starting 1.1.2016 – sourcing of 12 components at least one column A and 5 column B Source: ABDI A B C Nacelle Structure – Nacelle Cooling System Break system casting and welding Elevator Rotor lock system Estructural Main Axis Coupling elements – Rotor Electrical protection panel Medium tension cables Estructural Careen (carenagem) Hydraulic unit elements – Stator Yaw bearing Slip ring Inverter Main axes bearings Pulley Transformers Structural bolts Yaw drives External light signals Yaw brake Anemometer (wind-gage) Wind direction sensor Source: BNDES
  13. 13. Wind EnergyBlade Manufacturs Source: ABDI
  14. 14. Wind EnergyTower Manufacturs Source: ABDI
  15. 15. Wind Energy Co-operation Possibilities Key Commercial opportunities • Sales of competitive key components to the wind mill OEMs manufacturing in Brazil • BNDES who finances over 90 % of the projects, has set tighter national content rules starting to be implemented stepwise 2013-2016. In 2016 the national content requirement will be apr 60-70 %. • At the same time rules permit purchasing 30-40 % of imported components in order to promote competition and development of quality among local manufacturers. • Companies who could have competitive scale of production in Brazil can analyze production in Brazil. Overall cost level in manufacturing is not low in Brazil. • Competitive maintenance or service providers can also find attractive market opportunities • Industry association of operators and OEMs Abeeolica organizes supply chain event in May 2013 in Sao Paulo • Might be possible to organize delegation from Brazil to Finland get to know Finnish technology, references etc might be joint with Bioenergy. .18/02/2013 © Finpro 15

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