solar and wind manufacturing

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R O X I N solutio ns Alternative Energy, Sustainable Industry and Manufacturing Opportunities in Puget Sound Overview for CAMPS-US

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Page 1: Solar and Wind Manufacturing

R O X I Nsolutions

Alternative Energy, Sustainable Industry and Manufacturing Opportunities in Puget Sound

Overview for CAMPS-US

Page 2: Solar and Wind Manufacturing

First Solar has entered into new long-term module supply agreements with Italian solar power plant developer Sorgenia Solar, and extended module supply agreements with existing customers EDF Energies Nouvelles, Ecostream, Juwi and Phoenix Solar AG.

The new agreements expand First Solar's contracted module volume by 525 MW, allowing for additional sales of around US$800 million.

ITALY: Nov. 1, 2008.

Page 3: Solar and Wind Manufacturing

Bulgaria: November 13, 2008

MASS energy systems announced first round funding for a 50 MW solar electric generating station that will sell approximately $250 million in electricity in its first five years in eastern Europe.

Page 4: Solar and Wind Manufacturing

• The Market for Solar $2-3 billion per year for ten years.

Projections

Page 5: Solar and Wind Manufacturing

• The Market for Wind:

In 2007, one manufacturer, Vestas, had a capitalization of $7.5 billion

Projections

Page 6: Solar and Wind Manufacturing

The Supply Chain

Page 7: Solar and Wind Manufacturing

Supply status during 2008 to 2011Demand according to BTM-C Forecast (WMU2007):2009: 32,295 MW2010: 39,455 MW2011: 44,835 MWSupply of Key Components:• Blades will generally be able to meet current demand, but larger blades (>3 MW turbines) are still in short supply.• Gearbox capacity will be sufficient during 2008 but the future situation depends on the supply of large bearings.• Electric generators, power converters and transformers will not suffer a lack of capacity.• Large bearings for gearboxes and main shafts and blade pitching bearings are the mainbottlenecks in the supply chain.• Casting capacity will be sufficient during 2008. However, constraints will increase towards 2012 ifno new additional capacity is commissioned.• Global forging production capacity will be sufficient during 2008-12. Even so, the fact that the geographical distribution of capacity is extremely uneven and only a few companies cansupply main shafts larger than 3 MW still makes the supply situation under strain.

Page 8: Solar and Wind Manufacturing

GREEN MARINE HIGHWAY INITIATIVE TO MY CONGRESSIONAL REPRESENTATIVE AND U.S. SENATORS

PLEASE SUPPORT THE GREEN MARINE HIGHWAY INITIATIVE.

I URGE MY CONGRESSIONAL REPRESENTATIVE AND MY U.S. SENATORS TO SUPPORT THE GREEN MARINE HIGHWAY INITIATIVE. I ASK THAT YOU

ALLOCATE $500 MILLION TO FUND U.S. LOAN GUARANTEES FOR THE FINANCING OF NEW AMERICAN-BUILT GREEN SHIPS. THE FUNDING WILL

ALSO RE-ACTIVATE THE U.S. MARITIME ADMINISTRATION'S TITLE XI LOAN GUARANTEE PROGRAM FOR NEW SHIPS THAT DEMONSTRATE THAT THEY

CAN REDUCE CURRENT LEVELS OF TRUCKING ON U.S. ROADS AND HIGHWAYS.

Page 9: Solar and Wind Manufacturing

I SUPPORT SHIFTING TRUCK CARGOES ON TO NEW, GREEN SHIPS WHEREVER POSSIBLE AS THESE AMERICAN-MADE VESSELS WILL REDUCE CARBON EMISSIONS, FUEL CONSUMPTION AND ROAD MAINTENANCE COSTS TO U.S. TAXPAYERS. THIS INVESTMENT WILL ALSO CREATE NEW U.S. SHIPBUILDING JOBS AND NEW CARGO-HANDLING JOBS AT OUR PORTS AND HARBORS.

AS U.S. LAW (THE JONES ACT) GUARANTEES THESE SHIPS BE BUILT BY AMERICAN WORKERS AND OPERATED BY AMERICAN MARINERS, THIS INITIATIVE WILL GENERATE NEW NATIONAL ECONOMIC DEVELOPMENT AND ADVANCE ENERGY INDEPENDENCE FOR THE UNITED STATES.

Page 10: Solar and Wind Manufacturing

About Charles L. Roxin• CMC Certified Management Consultant from the Institute of Management Consultants• Studied at the National Center for Energy Management and Policy at the University of

Pennsylvania.• PhD – International Business Law: BIU/Madrid International• Masters Degrees from The University of Pennsylvania and the State University of New York • President of Roxin Solution, The Business Advisor and The Futures Group• Advisor to MAAS Energy Systems• Advisor to Finance Committee for the Port of Seattle Strategic Planning effort.• Member, League of Women Voters of Seattle Port Study Commission• Former CEO and COO, Roxin Printers Supply House: Manufacturing, Finishing Warehousing and

Fulfillment• Consultant to over 150 manufacturing companies; some small [Roll Print Packaging] some large

[Asea Brown Boveri].• Lives in Magnolia.• Father of four and grandfather of two.

R O X I Nsolutions