Concentrating Solar:<br />Readyfortakeoff – or stalled on the launchpad?<br />ASES<br />May 18, 2011<br />Brett Prior, CFA...
CSP<br />PV<br />Flat plate<br />Trough<br />CLFR<br />CPV<br />Dish<br />Tower<br />
Future looks bright for CSP<br />Source: GTM Research<br />
Near term pipeline mostly trough, with tower in 2014+<br />Source: GTM Research<br />
CSP Plants In Operation (1,167 MW Total)<br />Spain: 582 MW<br />France: 1 MW<br />Germany: 2 MW<br />U.S.: 507 MW<br />Ir...
CSP Plants Under Construction/Development (17,539 MW Total)<br />Israel: 250 MW<br />Jordan: 100 MW<br />Spain: 4,456 MW<b...
US CSP Market<br />
Robust pipeline with trough & tower<br />BrightSource Ivanpah<br />BrightSource’s Ivanpah<br />Abengoa Solana<br />
Robust pipeline with trough & tower<br />Abengoa Solana<br />STA Blythe<br />NextEra Genesis & Beacon<br />BrightSource Iv...
Crescent Dunes<br />NEVADA<br />US CSP Project Tracker<br />UTAH<br />CALIFORNIA<br />Amargosa Farm Road<br />Beacon Solar...
Levelized Cost of Electricity (LCOE) Analysis<br />
Cost per watt is a key input for LCOE<br />Source: GTM Research<br />
Since 2007, LCOE flat over time - but lower at scale<br />Source: GTM Research<br />
LCOE varies widely by solar technology<br />Source: GTM Research<br />
Our forecast for LCOE shows dramatic improvements<br />Source: GTM Research<br />
Market Share Analysis<br />
Source: GTM Research<br />
Q&A<br />Brett Prior, CFA<br />Senior Analyst<br />GTM Research<br />prior@gtmresearch.com<br />
Upcoming SlideShare
Loading in …5
×

CSP Presentation from ASES

3,020 views

Published on

Presentation I gave at the ASES conference, with highlights from my GTM Research Concentrating Solar Power (CSP) report

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
3,020
On SlideShare
0
From Embeds
0
Number of Embeds
22
Actions
Shares
0
Downloads
104
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

CSP Presentation from ASES

  1. 1. Concentrating Solar:<br />Readyfortakeoff – or stalled on the launchpad?<br />ASES<br />May 18, 2011<br />Brett Prior, CFA<br />Senior Analyst<br />Greentech Media / GTM Research<br />
  2. 2. CSP<br />PV<br />Flat plate<br />Trough<br />CLFR<br />CPV<br />Dish<br />Tower<br />
  3. 3. Future looks bright for CSP<br />Source: GTM Research<br />
  4. 4. Near term pipeline mostly trough, with tower in 2014+<br />Source: GTM Research<br />
  5. 5. CSP Plants In Operation (1,167 MW Total)<br />Spain: 582 MW<br />France: 1 MW<br />Germany: 2 MW<br />U.S.: 507 MW<br />Iran: 62 MW<br />Australia: 3 MW<br /> Parabolic Trough<br /> Power Tower<br /> CLFR<br /> Dish Engine<br /> MicroCSP<br />
  6. 6. CSP Plants Under Construction/Development (17,539 MW Total)<br />Israel: 250 MW<br />Jordan: 100 MW<br />Spain: 4,456 MW<br />France: 21 MW<br />Italy: 28 MW<br />U.S.: 8,669 MW<br />China: 2,500 MW<br />Greece: 50 MW<br />Egypt: 20 MW<br />Morocco: 520 MW<br />Algeria: 20 MW<br />14%<br />India: 70 MW<br />Sudan: 250 MW<br />76%<br />UAE: 100 MW<br />Australia: 520 MW<br />South Africa: 100 MW<br /> Parabolic Trough<br /> Power Tower<br /> CLFR<br /> Dish Engine<br /> MicroCSP<br /> TBA<br />
  7. 7. US CSP Market<br />
  8. 8. Robust pipeline with trough & tower<br />BrightSource Ivanpah<br />BrightSource’s Ivanpah<br />Abengoa Solana<br />
  9. 9. Robust pipeline with trough & tower<br />Abengoa Solana<br />STA Blythe<br />NextEra Genesis & Beacon<br />BrightSource Ivanpah<br />UA Tech Park<br />Source: GTM Research<br />
  10. 10. Crescent Dunes<br />NEVADA<br />US CSP Project Tracker<br />UTAH<br />CALIFORNIA<br />Amargosa Farm Road<br />Beacon Solar<br />Coyote Springs (I & II)<br />Fort Irwin<br />Gaskell (I & II)<br />BrightSource-Ivanpah<br />eSolar (I & II)<br />Kingman Project (I & II)<br />AMS<br />Harper Lake<br />Palmdale<br />Parabolic Trough<br />Hualapai Valley Solar Project<br />Mojave Solar<br />Victorville<br />Genesis <br />(I & II)<br />Rice Solar<br />ARIZONA<br />Power Tower<br />Palen<br />Quartzsite Solar<br />Imperial Valley II<br />Solana<br />Dish-Engine<br />Blythe (I & II)<br />Sonoran Solar<br />PPA Signed<br />No PPA Signed<br />Imperial Valley I<br />UA Tech Park<br />Mt. Signal Solar<br />Size Represents Project Capacity in MW<br />SolarCAT Pilot<br />Last update 2/14/11 <br />Created by Brett Prior (prior@gtmresearch.com)<br />5 MW<br />100 MW<br />250 MW<br />500 MW<br />>1,000 MW<br />
  11. 11.
  12. 12. Levelized Cost of Electricity (LCOE) Analysis<br />
  13. 13. Cost per watt is a key input for LCOE<br />Source: GTM Research<br />
  14. 14. Since 2007, LCOE flat over time - but lower at scale<br />Source: GTM Research<br />
  15. 15. LCOE varies widely by solar technology<br />Source: GTM Research<br />
  16. 16. Our forecast for LCOE shows dramatic improvements<br />Source: GTM Research<br />
  17. 17. Market Share Analysis<br />
  18. 18. Source: GTM Research<br />
  19. 19. Q&A<br />Brett Prior, CFA<br />Senior Analyst<br />GTM Research<br />prior@gtmresearch.com<br />

×