companies going for 100% renewables in europe · okura hotel, amsterdam target audience (over 700...
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Companies going for 100% renewables in Europe
Sonia Dunlop, Senior Policy Adviser, SolarPower Europe/RE-Source Platform
The RE-Source PlatformThe European alliance for corporate renewable energy sourcing
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SolarPower Europe: representing the PV value chain
Modules, wafers & cells
Raw materials
BOS
Building integrated PV
Operations & maintenance
Developers & EPCs
Inverters
Storage
Financiers
Utilities
Digitalisation
National associations
Wind Europe members
Wind turbine manufacturers
Power utilities
Wind farm developers
Financial & legal services
Component manufacturers
Research institutes
Installation / logistics
e.g.
e.g.
e.g.
e.g.
e.g.
e.g.
e.g.
400+ members
and national wind associations
5
World Business
Council for Sustainable
Development
Our mission is to accelerate the
transition to a sustainable world by
making more sustainable business
more successful.
Our vision is to create a world where
more than nine billion people are all
living well and within the boundaries
of our planet, by 2050.
GLOBAL
MARKET-DRIVENCEOs
UNIQUE BUSINESSPLATFORM
World Business Council on Sustainable Development200 forward thinking businesses working together to accelerate the transition to a sustainable world.
Steering Committee
RE-Source Platform objectives
1.Influence EU and national renewable energy and energy market legislatiaon to advance corporate sourcing
2. Raise awareness and educate all stakeholders on the advantages of corporate sourcing renewable energy.
3. Provide business opportunities: connecting corporate renewable energy buyers and sellers
“Move from 100 buyers to 100.000”
Opportunity
Corporate PPAs by year
* Cross border PPAs
1.9GW of renewable corporate PPAs signed
in Europe in 2018
Share of wind and
solar
Wind energy accounts for 85% of
corporate PPAs in Europe to date
Corporate PPAs by country
Source: SolarPower Europe analysis.
On-site solar corporate sourcing
Corporate PPAs by industryMajority of capacity signed to date by heavy industry and ICT
Which companies?
Duration and capacity trends
• Capacity and duration of PPA contracts increasing
• Recently seen a 29 year corporate PPA signed, the longest so far
Source: Bloomberg New Energy Finance, Bloomberg Terminal, The Climate Group Note: Certificates includes utility contracts and unbundled guarantees of origin. Certificates assumed to step down 10% each year, while contracted solar, wind and onsite generation remain steady through 2030.
Europe-domiciled RE100 supply-demand fundamentals
6 12 18 25 30 35 40 46 51 55 59 62 66 70
0
20
40
60
80
100
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
TWh
Wind (contracted) Solar (contracted) Certificate purchases
Onsite generation Renewable shortfall Electricity demand
Renewable electricity demand
Official data partner:
Source: Bloomberg New Energy Finance Note: APAC capacity is estimated. Pre-market reform Mexico PPAs excluded. Figures are subject to change and may be updated as more information is made available.
Global PPA market
0.61.5
3.42.4
3.2
5.6
0.8
1.1
1.1
1.9
0.6
1.3
1.3
0.2 0.3 0.1 0.3 0.31.0
2.2
4.64.2
5.6
8.7
0
4
8
12
16
20
24
28
32
36
0
1
2
3
4
5
6
7
8
9
2008 2009 10 11 12 13 14 15 16 17 18
YTD
Annual volume (GW)
AMER EMEA APAC Cumulative
Cumulative volume (GW)
Official data partner:
Outreach to buyer groups
The business models
The 14 models...
Self-owned on-site
1
Leasing
2
On-site PPA
3
Private wire PPA
4
Self-owned off-site
5
Sleeved PPA
6
Virtual PPA
7
Mini-utilityPPA
8
Multi-buyerPPA
9
AggregationPPA
10
Proxy revenue
swap
11
Cross-border PPA
12
Green electricity
supply
13
Guarantees of Origin
14
...take your pick!
Decision tree
Unbundled/Bundled GOs
On-site/near-site/off-site
Self-owned/Third party owned
Physical/VirtualSingle country/cross
border
Report on 14 business models to be published soon
Template corporate PPA contract
Policy
Declaration
Market design policy issues
Country/model matrix
Policybarriers
Private wires
Rules on one company having multiple electricity suppliers
Allocation of cross-border transmission capacity over the long-term
Advocacy
Case studies
15 year wind PPA:
Scottish wind farm - 100 GWh per year
One of four wind farms now powering BToperations
100% renewable in the UK since 2012
Five year solar PPA:
French utility selling power toAustrian industrial company for theirItalian brick manufacturing plant
Dutch wind consortium:
Aggregation of corporate renewables buyers
Two long-term wind PPAs – 102 MW and 34 MW
On-site generation:
Generates more energy than itconsumes in Portugal
12,000 solar modules on therooftops of four of the stores
50 MW wind farm
Globally in 2017: 73% of energyconsumed was renewable =400 wind turbines and 750,000solar panels
RE-Source event
1-3 October 2019Okura Hotel, Amsterdam
Target audience (over 700 participants expected):- Multinational corporations- Renewable energy developers- Senior decision-makers - Advisors, investors and service providers
Objectives:- Raise awareness- Exchange information- Facilitate connections & business opportunities
More information: resource-event.eu
Win –Win –Win
