global smart grid drivers 2012

GLOBAL SMART GRID DRIVERS, 12 SEPTEMBER 2012 1/ / / // / / / / / / / / / / / / / / / / / / / / / / / / / / /

GLOBAL SMART GRID

DRIVERS

IEA/SEAI, DUBLIN IRELAND

12 SEPTEMBER 2012

COLIN MCKERRACHER

GLOBAL SMART GRID DRIVERS, 12 SEPTEMBER 2012 2/ / / /

CONTENTS

Smart grid: a global market

Smart grid drivers

Case studies


SMART GRID DRIVERS

Source: BNEF Pre-Forum Survey.

Note: 26 responses received; total 114 votes cast. New loads = electric vehicles, heat

pumps etc.

0 5 10 15 20

Increasing renewable generation

Demand growth and new loads

Increasing distributed energy resources

Peak demand constraints

Climate change / environmental drivers

System reliability / quality of service

Ageing infrastructure

Energy security

Need for new generation investment


DRIVERS: WIND PENETRATION (% OF INSTALLED

CAPACITY)

Source: Bloomberg New Energy Finance.

0% 5% 10% 15% 20% 25% 30% 35%

Denmark

Portugal

Spain

Germany

Ireland

Netherlands

Greece

India

Sweden

UK

Italy

Belgium

China

France

USA

Poland

Europe

Rest of world


DRIVERS:

SYSTEM AVERAGE INTERRUPTION INDICES BY COUNTRY

Note: 2007 data.

Duration index Frequency index

Source: CEER, Bloomberg New Energy Finance.

0

0.5

1

1.5

2

2.5

0

50

100

150

200

250

300U

S

Sp

ain

UK

Au

str

ia

Fra

nce

Ita

ly

Ne

the

rla

nd

s

De

nm

ark

Ge

rma

ny

Duration Frequency


0% 5% 10% 15% 20% 25%

IndiaMexico

BrazilArgentina

TurkeySaudi Arabia

RussiaIndonesia

UKSouth Africa

CanadaItaly

USFranceChina

AustraliaSouth Korea

Japan Germany

DRIVERS: TRANSMISSION & DISTRIBUTION LOSSES IN

G20 NATIONS, 2009 (% OF POWER GENERATED)

India:

$5bn/yr

South Africa:

$600m/yr

Brazil:

$5.1bn/yr

NON-TECHNICAL

LOSSES

Turkey:

$895m/yr

Source: METI, various national sources, Bloomberg New Energy Finance.


SMART GRID DRIVERS AND PROJECT TYPES

Source: Bloomberg New Energy Finance..

AMI Distribution

automation

HEMS/

BEMS

Energy

storage

Demand

response

Increasing renewable

generation

Improved grid

reliability

Reduce non technical

losses

EV integration

Rising peak demand

Ageing infrastructure


CONTENTS

Smart grid: a global market

Smart grid drivers

Case studies


CASE STUDY- AUSTRALIA T&D INFRASTRUCTURE

INVESTMENTS (AUD M)

Source: Bloomberg New Energy Finance..

0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000

Energex (QLD)

Ergon Energy (QLD)

Ausgrid (NSW)

Endeavor Energy (NSW)

Essential Energy (NSW)

Powercor (VIC)

SP Ausnet (VIC)

United Energy (VIC)

CitiPower (VIC)

Jemena (VIC)

ETSA (SA)

Aurora Energy (TAS)

ActewAGL (ACT)

Current regulatory period Previous regulatory period Regulated asset base


SMART GRID DRIVERS: US VS. EUROPE

KEY DRIVERS FOR INVESTMENT

Energy efficiency Peak load management Integrate RE / EV

Reduce opex Improve asset mgmt

Improve SAIDI/SAIFI Manage major storms

ECONOMIC

OPERATIONS

RELIABILITY

ENERGY

SECURITY

Efficiency RE and DER Electric vehicles

Reduce opex Improve asset mgmt

Deregulation Competition Service innovation

European power markets

European super-grid

CLEAN

ENERGY

LIBERALIS-

ATION

MARKETS /

INTEGRATION

OPERATIONS

$4.5bn stimulus Job creation Tech companies

1

2

3

4

1

2

3

4


BUT, THE PICTURE CAN CHANGE


STATES AND COUNTRIES WITH OPT-OUT PROVISIONS

FOR CONSUMERS TO REFUSE SMART METERS

Source: Bloomberg New Energy Finance

Note: No opt-out programme in UK, but regulator has clarified that consumers cannot

be forced to have a smart meter. Australia opt-out is for TOU only.

Canada

United States

In place

Proposed

Australia

Europe


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GLOBAL SMART GRID

DRIVERS

COLIN MCKERRACHER [email protected]

global smart grid drivers 2012

Documents

smart grid drivers source

contentssmart grid

bloomberg new energy

europe key drivers

electric vehicles

power generatedindia

project types source

bnyrnontechnical lossesturkey