Self-Consumption of Solar Power Experiences from Germany



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Self-Consumption of Solar Power Experiences from Germany Munich, 17. June 2013 Jan Knaack Senior Project Manager German Solar Industry Association (BSW-Solar)

The German Solar Industry Association 2 TASK To represent the German solar industry in the solar thermal and photovoltaic sector VISION A global sustainable energy supply provided by solar (renewable) energy ACTIVITIES Lobbying, political advice, public relations, market observation, standardization EXPERIENCE Active in the solar energy sector for over 30 years MEMBERS More than 850 solar producers, suppliers, wholesalers, installers and other companies active in the solar business HEADQUARTERS Berlin 24/01/2013

Market update: 32,4 GW capacity in Germany at the end of 2012 3 Market data Photovoltaics in Germany 2012* Newly installed capacity: 7,600 MWp Total installed capacity: 32,400 MWp Solar power produced** 28,060 GWh Number of systems installed: 1,280,000 Source: BSW-Solar, BNetzA, EEX * rounded ** approximated as of 1/2013 *** no sound estimate possible yet 7400 7500 7600 in MWp 8000 7000 6000 5000 3800 4000 3000 1940 1270 930 660 850 45 115 113 147 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013*** 2000 1000 0

Agenda 4 1. PV self-consumption in Germany 2. New business cases for PV

5 PV self-consumption current status and potential 24/01/2013

Potential for direct on-site consumption in Germany: >43 TWh (2012: 2-3 TWh) 6 On-site consumption potential highly dependent on the relationship between electricity generation, consumption, and load profile Demand-side-management and storage can improve direct consumption ratio

PV-Eigenverbrauch in GWh Anteil PV-Eigenverbrauch an PV-Stromproduktion Increasing self-consumption Prognosis TSO for German government 2013-2017 7 Direct consumption of PV in GWh and share of PV generation 8000 14.00% 7000 6000 PV-Eigenverbrauch EV-Anteil an PV-Stromproduktion 12.00% 10.00% 5000 4000 3000 2000 1000 8.00% 6.00% 4.00% 2.00% 0 2012 2013 2014 2015 2016 2017 0.00% Quelle: ÜNB Trend-Szenario, Stand 10/2012

8 Development of the regulatory framework 24/01/2013

Renewable Energy Act (EEG) 2009 FIT for self-consumption FIT for self consumed solar electricity (system size <30 kw) For the PV generation that is self consumed a reduced FIT of 25,01 ct/kwh is granted (normal FIT: 43,01 ct/kwh) Self-consumption substitutes the purchase of electricity from the utility (in 2009 around 20 ct/kwh): benefit for system owner around 2 ct/kwh (25,01 + 20 ct/kwh) in comparison to complete feeding in. Benefit increasing with further rising electricity tariffs (2013: 26-28 ct/kwh)

Renewable Energy Act 2009 (EEG) FIT for self-consumption Basic regulation ( 33 Abs. 2 EEG 2009) Only real time on-site consumption. Additional meter needed. Question of tax treatment was relevant for rentability of direct consumption at least in the first years (VAT on self consumed electricity). Effects on market development New systems / technology developed Smart Home systems developed Stimulus for demand-side-management Stimulus for storage development DSOs learnt to deal with direct consumption All measures aiming at increasing the self-consumption ratio and stimulating investments in DSM measures or storage

ct/kwh Renewable Energy Act (EEG) 2009 FIT for self-consumption 50 45 40 35 30 25 Entwicklung Vergütung für selbstgenutzten Strom (jeweils für Neuanlagen < 30 kwp) Estimate 2009: With a moderat increase of electricity consumer tariffs of 3% p.a. the benefit of selfconsumption will increase to 8ct/kWh by 2012 20 15 10 5 0 2 ct/kwh ~ 8 ct/kwh 2008 2009 2010 2011 2012 2013 2014 2015 Haushaltsstrompreis 3% Eigenverbrauchvergütung Bonus ggü. Einsp. Einspeisevergütung Vergüt.+Stromtarif

EEG 2012 FIT for self-consumption is dropped March 2012: No more FIT for self-consumption (for new installations) and raising political debate Since system prices have fallen steadily and consumer electricity tariffs have further risen new PV systems do not get any bonus/fit for self-consumption any more. Open question: Tax treatment of direct consumption (VAT)? Raising concerns within government that increasing selfconsumption will become a problem for financing energy transition (EEG surcharge is raising, when less consumers participate in the finance mechanism) and necessary grid investments (grid surcharge). Ongoin debate: EEG surcharge on self-consumption?

18 PV Storage driver for increasing self-consumption 24/01/2013

PV storage systems as driver for investments and reaching competitiveness for PV systems 19 Investor perspective: High self-consumption ratio increases profitability of PV systems and reduces electricity bills of prosumers -> Incentive for future investments From Roland Berger, PV-Roadmap 2.0: Self-consumption ratio crucial for time of reaching competitiveness of PV systems (residential 5 kwp)

Small-scale PV storage systems can relieve the grid and help PV integration 20

Support program for battery storage systems to take effect on 1 May 2013 21 Status: Content-related requirements and technical prerequisites: - PV system cap of 30 kwp - Effective power reduction to 60% - Fair value replacement guarantee - Disclosure of various interface points Total volume of the program reduced to 25m due to delayed launch and budgetary shortfalls (EKF!) Increase to 50m as of 2014 planned. Average funding ration: 30% of storage costs, up to 600 Euro/kWp PV installed (newly installed systems) / 660 Euro/kWp PV installed (retrofit). Example: 5 kwp system: app. 3.000 Euro funding KfW loan can also be applied for to the amount of redemption subsidies alone. Loan can only be approved if the order has not yet been placed with supplier/installer.

Conclusions 22 The market in Germany is shrinking, new market models are on the rise Self-consumption will be a main driver for PV rentability and competitiveness in post FIT/support systems. Measures to increase and stimulate self-consumption are necessary and help on this way (smart home systems, DMS, storage). As long as investments in PV systems do not pay off without FIT/support measures self-consumption should not be hampered by taxes, surcharges and levies but rather stimulated. Self-consumption and PV storage systems can have beneficial effects on distribution grids and at the same time enhance profitability of system operation and investments. 03/10/2012 BSW-Solar

Thank you for your attention 23 Jan Knaack Senior Project Manager knaack@bsw-solar.de 24/01/2013 Source: Solarmarkt