oecd giff 2016 session 12: shigeki miwa
TRANSCRIPT
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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
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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.
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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
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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%)
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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
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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)
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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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