isolated generation systems in amazon, real situation and ... · 16. highlights of 2019. belo monte...
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Isolated generation systems in Amazon, real situation and challenges to transform the Amazon into a diesel-free environment
BrazilCountry Overview
Brazil – Economy
3
Source: Climate Transparency - Brown to Green Report 2019.
4
35,690
22,915
60,769
101,787
163,441
0
20000
40000
60000
80000
100000
120000
140000
160000
180000
Eletrobras
CAGR (1962 to 2018): 6,18%CAGR (2008 to 2018): 4,85%
Installed Capacity Evolution (MW)Brazil – Power Sector
Source: Eletrobras
8%
1%
<1%
13%
Brazil – Power SectorInstalled Capacity (2020)
170,027 MWof the country
5.3%
5
Hydraulic
87%Clean Energy
Thermal
Nuclear
Wind & Solar
65%
12%
Biomass
Other
Source: ANEEL
Brazil – Power Sector
6
Evolution of Transmission – 1960
Generation: 4,8 GW
Transmission System
Source: Eletrobras
Brazil – Power Sector
7
Evolution of Transmission – 1970
Generation: 11 GW
Transmission System
Source: Eletrobras
Brazil – Power Sector
8
Evolution of Transmission – 1980
Generation: 33,5 GW
Transmission System
Source: Eletrobras
Brazil – Power Sector
9
Evolution of Transmission – 1990
Generation: 53,1 GW
Transmission System
Source: Eletrobras
Brazil – Power Sector
10
Evolution of Transmission – 2000
Generation: 73,7 GW
Transmission System
Source: Eletrobras
Brazil – Power Sector
11
Evolution of Transmission – 2010
Generation: 112,4 GW
Transmission System
Source: Eletrobras
Generation: 143,7 GW
Brazil – Power Sector
12
Evolution of Transmission – 2016Transmission System
Source: Eletrobras
Transmission System, by voltage levels
1313
Fonte:Aneel. Boletim de Monitoramento do Sistema Elétrico. Fev de 2020.
155.605 kmof Transmission
Lines
230 kV60.119 km
38,6%
500 kV53.706 km
34,5%
600 kV12.816 km
8,2%
345 kV10.321 km
6,6%440 kV6.756 km
4,3%
750 kV2.683 km
1,7%
800 kV9.204 km
5,9%
Brazil – Power Sector
Eletrobras
Largest Energy Company in Latin America
15
Shareholding
10.23%5.92%2.97%
Funds fromGovernment
38.31%Others,
free float
Structureof Capital
Mar/2020
+1.5%Free float increase
136 SPEs
41 on sale
25 in extinction
14 in incorporation
62 total in 2020 (estimated)
SHAREHOLDINGSP&D
42.57%
Government
Employees: 13.089
Source: Eletrobras
Generation
Eletronuclear + Itaipu8,990 MW
+7,336 MWin Brasil compared
to 4Q18
1,343 MW (18%)with Eletrobras participation
170,027 MWof the country
Eletrobras51,143 MWCapacity installed
1,343 MW (+3%)Net Aggregationin 2019
30.1%
5.3%
125 Plants58 Corporate67 SPES
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Highlights of 2019Belo Monte largest Brazilian hydroelectric plant3,667 MW in 2019 (1,832.60 MW Elb)11,233MW in operation
HPP SinopCommercial operation of the two UGs begins, totaling 401.88 MW (196,92 MW Elb)
Wind power 70 MW in 2019 (67.23 MW Elb)
Hydraulic46,259 MW
96%Clean Energy
Thermal1,870 MW
Nuclear1,990 MW
Wind & Solar1,025 MW
4%
4%
90%
2%
Source: Eletrobras
71,154 kmEletrobras transmissionbeing 64.894km ≥ 230 kV
TransmissionThe largest transmission company in Brazil
45.2%
of Brazil
+ 164 mi
+ 564 miO&M
- 195 km(Net breakdown. Includes aggregation of 422.5 corporate km and sale of 617.2 km of SPEs, compared to 4Q2018)
78 corporateconstructions
Large, under construction, with potential revenue from
R$ 300 million
+728 miAdditional total RAP at Eletrobras companies in 2019, with emphasis on Chesf with R$ 290 mi
LT EletrobrasCompanies
LT Eletrobras Companieswithpatnerships
LT Eletrobras Others
Existent Future
2019
17
Exploration
Source: Eletrobras
Our BusinessEvolution
O que já entrou em operação em 2020
10 WIND FARMS
Eletrobras Share
The reported revenues are estimated and proportional to Eletrobras' participation in the SPEs
Generation Projects in Construction
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Total capacityOf projects under implementation
190MW
190 MW R$105.34Million/year
Estimated Revenue
Total Investment Expected
R$ 875.17 million(Historical value)
4 plants: began their operation in 2020 (40 MW)5 Wind plants (123 MW) are authorized to operate in test and are scheduled for commercial operation in Apr/2020
The last wind farm, Casa Nova IA (27 MW), is scheduled for commercial operation in Oct/20
Source: Eletrobras
100%Eletrobras Share
TPP SANTACRUZCurrent plantcapacity
Additional CapacityCycle Closing
350MW(Gas turbines)
150MW(Steam turbine)
Generation Projects in Construction
20
Total Investment
R$ 767 million(base: Feb/20)
The reported revenues are estimated and proportional to Eletrobras' participation in the SPEs
Closing ofCombined Cycle
Forecast of the beginning of commercial operation of the Cycle Closing
Apr/21
Source: Eletrobras
NPP ANGRA3Total capacity
1,405MW
Prevision of commercial operation
2026/Nov
Generation Projects in Construction
21
Eletrobras Share
100%
The reported revenues are estimated and proportional to Eletrobras' participation in the SPEs
Investment to be made
R$ 14.8 billion
Source: Eletrobras
1,745MWBeginning of operation scheduled with Eletrobras participation by the end of 2026
Beginning of Commercial Operation
1,405MWNovember of
2026
150 MWIn
December 2021
Generation Projects in Construction
22
The reported revenues are estimated and proportional to Eletrobras' participation in the SPEs
190 MWUntil
December 2020
Source: Eletrobras
Amazon Challenges
Brazilian Interconnected System (NIS) and Amazon Region
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Source: Eletrobras
NIS 10-year Expansion Plan
25
Source: PDE 2029 (EPE, 2020)
Isolated Systems in Amazon
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Installed Capacity: ~1GW
Number of systems: 272
Served population: 3.3 Million
Population per system range:15 to 365.000 inhabitants
Systems max. demand range:3.5 kW to 279 MW
Source: Plan of Services for Isolated Systems Horizon 2024 - Cycle 2019 (EPE, 2019)
Isolated Systems Power Matrix and Emissions
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94% of the energygenerated through
Diesel burning
High Emissions Intensity0,637 tCO2-eq/MWh
Source: Plan of Services for Isolated Systems Horizon 2024 - Cycle 2019 (EPE, 2019)
Isolated Systems Logistics
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The roads to access remote regions are not available or are precarious
Source: Eletrobras collection Source: Eletrobras collection
Isolated Systems Logistics
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• There are no roads to access many communities
• Diesel transportation depends on small boats
• Diesel is often stolen because fuel is a currencyin these regions
• Diesel may be used to burn Amazon Forest
• The drought period limits the draft of the boats,which means that isolated communities must store diesel in tanks for months
• This situation created a diesel mafia in Amazon
• O&M work is difficult in isolated systems
Source: Eletrobras collection
Source: Norte Energia collection
Isolated Systems Energy Cost
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High Cost
O&M
Diesel PriceLogistics Because of the low income profile
of the Amazon population, the high cost is subsidized
by consumers connected to the NIS
The 2020 subsidy budget isUSD 1.5 Billion
Contradiction
31
94% Fossil Fuel
0.6 t CO2-eq/MWh
0.42USD/kWh
0.9 MWh/person year
0.7 inhabitant/km²
IsolatedSystems
NationalInterconnected
System
Sources: IBGE, ONS, ANEEL, and EPE
Federal Program Light For All
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Light for All Program universalized access to electricity in Brazil, except for 1% of the population concentrated in Amazon
Source: Brazilian Institute of Geography and Statistics (IBGE)
3.6 millionconnections16.8 million
people benefitedUSD 5.5 billion
invested
New Federal Program More Light for Amazon
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Remote Regionsin Amazon with
electricity
Remote Regionsin Amazon
without electricity
Energy Universalization
in Brazil throughGrid integration
Light For AllAchievement
More Light For AmazonChallenge
SubstituteDiesel for Renewable
Provide RenewableEnergy Access to70,000 families
GRID INTEGRATION LOGIC ISOLATED SYSTEM LOGIC
Future of the Power Sector
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Source: World Economic Forum
Telecommunications in Africa / Energy in Amazon
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Going directly to the Future!
Eletrobras Initiatives
Existing Initiatives in Amazon Region
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GREEN FUELFLOATING PHOTOVOLTAICAT SOBRADINHO HPP LAKE
Artificial Intelligence
Modular Photovoltaic Generation andStorage Solution
TECHNOLOGICAL PARTNERSHIPSSource: Eletrobras collection
Proposed Solution
38
Eletrobras is working on giving these communities a direct leapinto the future and have their own clean, reliable and locallyproduced power that will make them a green sustainablecommunity. Eletrobras is working closely with its partners onmodular solar + storage off grid solutions that are much cheaperand cleaner than Diesel generators. These units will providepower to the houses and communities via mini and microgrids depending on the size and location of the community.
Challenge
39
While conventional power generation sources work as baseloadpower working on a total connected load basis (kW) and consumershave a maximum connected power (kW) they operate with at anygiven time.
In contrast, renewable energy sources are intermittent, usingenergy storage to give stable supply and mainly operating on bothpower (kW) but most importantly and critically on energy basis(kWh) where the load curve plays a very important role in thesizing and availability of the system, where the consumer hasto adapt to the available energy in the system and the demandforecast.
Challenge
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Eletrobras and its partners are planning to include on the supplyside new smart energy management solutions and demandforecast and Machine Learning that would analyze the consumptionpatterns of the users along the day and the year and predict futureconsumption.
However there is no intelligence on the demand side to adaptto the energy available in the system and the systemavailability due to weather changes or to collective demandchanges.
The idea is to develop a protocol of how the demand sideshould be managed in a very intuitive way for even primitivepeople to understand and how to supply the energy availableintelligently
Thank you!Pedro Luiz de Oliveira JatobáChief Generation [email protected]