Eai presentation alten 2010


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Eai presentation alten 2010

  1. 1. Renewable Energy in India – Why should you care?<br />NarasimhanSanthanam<br />EAI, www.eai.in<br />
  2. 2. About EAI<br />Leading Indian renewable energy business intelligence, market strategy consulting firm<br />Work on all primary renewable energy sectors – solar, wind, bio-fuels / biomass, waste-to-energy and small hydro<br />Work on market research, entry and diversification strategy, economic and financial modeling and pre-feasibility analysis<br />Team comprises professionals from IITs and IIMs, with renewable energy, industry research and economics backgrounds<br />Based out of Chennai, India<br />More at www.eai.in<br />
  3. 3. India’s current electricity production<br />Installed capacity: Approx 150 GW<br />Primarily based on coal (52%) & large hydro (27%)<br />Wind (7%) is the largest alternative energy component<br />Total non-hydro renewable energy is only about 8% of total<br />
  4. 4. Future electricity requirements <br />Could require 350 GW by 2017 (McKinsey)<br />Where does the additional 200 GW come from?<br />From fossil fuels (coal, natural gas) and<br />Renewables<br />
  5. 5. Renewable Energy<br /><ul><li> Solar *
  6. 6. Wind *
  7. 7. Hydro – small and large *
  8. 8. Biofuels
  9. 9. Wave and tidal
  10. 10. Geothermal</li></li></ul><li>TODAY, India has abundant renewable energy resources, BUT…<br /><ul><li> Renewable resources are costly
  11. 11. Renewable resources are distributed
  12. 12. Renewable resources are intermittent</li></li></ul><li>Better Storage = Better RE<br /><ul><li> Better energy storagehigher reliability
  13. 13. Better energy storage lower costs
  14. 14. Better energy storage distributed electricity generation</li></li></ul><li>So, what’s the catch?<br />TODAY<br /><ul><li> Energy storage is costly (could increase energy production costs 100-300%!)
  15. 15. Energy storage for utility-scale is still evolving
  16. 16. Renewable energy is just starting off (less than 3% of total)</li></li></ul><li>But TOMORROW’s another day<br /><ul><li> Many off-grids & more distributed generation – demand side pull
  17. 17. RE has scale – prompts investments and lowers costs
  18. 18. Technological advancements – lowers storage costs</li></li></ul><li>Tomorrow…<br />Energy storage could be one of the biggest <br />business opportunities<br />
  19. 19. “What’s in it for me?”<br /><ul><li> Indian market driven by strong economy, government mandates and incentives</li></ul>- Increasing need for electricity storage<br />- 68000unelectrified villages<br />- National Solar Mission (2 MW – 20000 MW in 12 years!)<br />- National Village Electrification Programme<br />- Investor friendly policies (100% FDI in renewables…)<br />
  20. 20. Technologies to watch out for<br />Batteries – Lead acid, Li-ion, flow batteries, NaS<br />Thermal energy storage – Solar CSP<br />Fuel cells<br />Pumped hydro<br />Compressed air energy storage<br />Flywheel<br />Superconducting magnetic energy storage<br />Supercapacitors<br />
  21. 21. Markets to watch out for<br />Energy storage (Battery) requirements for:<br /><ul><li>Off-grid Solar PV market – rooftop solar
  22. 22. Village electrification
  23. 23. Commercial demand for replacing DG sets
  24. 24. Solar-based products – lanterns, lamps and more
  25. 25. Indian cellular tower industry </li></li></ul><li>Opportunities for small and large companies<br />For small companies<br />Value added reseller of solar products & modules<br />Manufacturing solar-based products on small-scale<br />For medium and large companies<br />Tie-ups with large panel and solar product manufacturers<br />Entering new battery tech such as flow batteries & NaS<br />
  26. 26. Opportunities for partnerships<br />Joint ventures & research partnerships<br />New technologies and applications<br />Value added resellers <br />Specific industries (cellular) / markets (local villages)<br />OEM partnerships<br />solar modules manufacturers/solar product suppliers<br />
  27. 27. Opportunities from innovations<br />New markets - Non-consumers becoming consumers, grid-connected power generation segment<br />New sources - Use in emerging renewable energy sources such as tidal, wave & geothermal<br />New products – Use of RE for new products that have critical need for batteries<br />
  28. 28. “What should I do?”<br />Secondary research – read up more on your target segment<br />Primary research – talk to the market<br />Foot in the door – get your hands dirty at least cost<br />
  29. 29. All the best!<br />NarasimhanSanthanam<br />EAI – Energy Alternatives India @ www.eai.in<br />narsi@clixoo.com<br />98413 48117<br />