oecd giff 2016 session 12: shigeki miwa
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3rd OECD GIFF“Financing Green Innovation and
Commercialization”
October 14th, 2016
Shigeki (Sean) MiwaGeneral Manager, CEO Project Office
SoftBank Group Corp.
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March 11th, 2011
Earthquake + Tsunami Fukushima Accident
SoftBank’s Clean Energy Projects
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March 11th, 2011 Oct, 2011
Oct, 2012 Dec,2013
Jul,2013
RE developer in Mongolia
Fuel Cell businessRE developer in Japan
Power Retail Businessin Japan
Dec, 2014
High-altitude wind gen.
Great Earthquake
Jul & Aug, 2011Japan Renewable Energy Council
&Renewable Energy Institute
Dec, 2015
350MW Solar PVin AP stateBid Success
Established RE Businessbase in Japan, India, Mongolia and US.
SB Energy (Japan)
:Solar
:Wind
Total 508MW
(34 sites)As of Oct 3rd, 2016
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Solar Projects in India
• Capacity: 350MW
• Tariff: INR4.63
• COD: Apr. 2017Andhra Pradesh
SoftBank Vision
20GW in India Solar(P.M. Modi targets 100GW Solar PV by 2022)
<Our first PV project in India>
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Solar PV cost is already lower than new coal-fired power plant in India
Hurmen Site
161,000ha
Up to 5GW
Bulgan Site
46,000ha
Up to 1.5GW
Tsogt Tsetsii Site
7,000haUp to 250MW
Hankhongor Site
10,000ha
Ulaanbaatar
Tavan TolgoiCoal Mine Oyu Tolgoi
Copper Mine
(7GW+ wind potential)
Land secured for development in the Gobi Desert
Total 220,000ha (2,200km2)
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Clean Energy Asia (Mongolia)(Newcom:51%, SB Energy: 49%)
Loan Agreement Signing Ceremony(signed on Sep 28th, 2016 @Ulaanbaatar)
Our first wind farm project in Mongolia (50MW @Tsogt Tsetsii Site)
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Project key info.
Capacity 50MW
Tariff 9.4 cent/kWh
Lenders JICA, EBRD
FinanceType
Non-recourseproject finance
LoanAgreement
Signed
COD Dec. 2017
Supply 5% electricity of power generation in whole Mongolia
ASG Concept announced in Sep 2011
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4-Party MOU to study feasibility of ASG(signed on March 30th, 2016)
Shu YinbiaoChairman
SGCC
Cho Hwan-EikPresident & CEO
KEPCO
Roman BerdnikovFirst Deputy General
DirectorROSSETI
Masayoshi SonChairman & CEO
SBG
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Share of Asia + Russia in the World
Population(Total 7.4billion)
62%
CO2 emission(Total 32.2 billion tones)
56%
Source: Statistics Bureau of Japan 2016 (2015 Data)
Source: IEA, CO2 EMISSIONS FROM FUEL COMBUSTION IEA STATISTICS HIGHLIGHTS 2015 (2014 Data)
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76% 77%
Source: IEA, Electricity Information 2016 (2014 Data)
Share of 4 Countries in Asia
Power generation(Total 11,000Twh)
Power consumption(Total 9,100Twh)
As the first project,We will make “Golden Ring”
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Fossil Fuels Renewables
We are in the era ofParadigm Shift of the Energy Sector
- Increase emissions
- Regulatory risks
- “Carbon Bubble”(Fossil fuel reserves can be stranded assets)
- Clean & safe
- Rapid cost reduction
- Paris Agreement(Globally aligned to tackle climate change)
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Role of ASG in the Paradigm Shift of Energy
Reduce CO2 emissions
ASG Contributes toParadigm Shift of Energy
RenewableEnergy
CO2emissions
Maximize the utilization of RE
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IT Paradigm Shift
PC Hardware & Software
(Distribution)
PCInternet
PCBroadband
MobileInternet
SoftBank led the Information Revolution
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ASG Contributes to the 2 Paradigm Shifts
ITEnergy
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Internet of Things(ICT = nerve system)
Grid of Things(Power Grid = blood system)
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IoT (ICT) x GoT (Power Grid) = Innovation
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Key Messages
Mobile Phone is a Mere Black Box without Power – ICT is the biggest electricity industry.
Paradigm Shift from Fossil Fuels to Renewables
Asian Super Grid becomes Innovation Base- Public-Private Partnership- Government-Affiliated Financial Institutions
IoT (ICT) x GoT (Power Grid) = Innovation
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