ABENGOA SOLAR Solar Power for a Sustainable World

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European Workshop on "Success factors for International Cooperation on Research, Technological Development and Demonstration in the Area of Renewable Energy" Tenth World Renewable Energy Congress and Exhibition 22-23 July 2008 Glasgow, Scotland, UK Dr. Michael Geyer Director International Project Development Vice-President European Solar Thermal Electricity Association ESTELA

CSP Technologies Troughs Towers Dishes 2

Why do we need CSP? The inherent advantage of STP technologies is their unique integrability into conventional thermal plants: All of them can be integrated as "a solar burner" in parallel to a fossil burner into conventional thermal cycles With thermal storage or fossil fuel backup solar thermal plants can provide firm capacity without the need of separate backup power plants and without stochastic perturbations of the grid. 15 3

Record Summer Peak in Spain 2005 17 4

Growth of Spanish Peak Demand 2000-2004 18 5

Business Units Five self standing companies, one of which is Abengoa Solar Abengoa Abengoa Solar Bioenergy Befesa Telvent Abeinsa Solar energy Bioenergy Environmental services Information technologies Engineering and construction International leader on solar power plants solar 12 MWs in operation 120 MWs under construction Hundreds of MWs under development Only bioethanol producer on the three key geographies First european producer Fifth largest producer in USA One of the largest producer in Brazil International leader on industrial waste treatment, as well as in the water management field International leader in IT for the energy, traffic, transport and environmental sectors Leader in Spain and South America in engineering and construction projects and EPC. Ranked as the third largest international power contractor (ENR) 6

Industry Members of ESTELA 7

Best Solar power technology We apply the best technology for each solar power need CSP Technology neutral and focused on power generation and industrial applications. Troughs is the only proven, commercially ready solution PV Development of our own CSP technology to reduce the cost and improve the efficiency Develop, build and operate PV plants Investing in R&D to develop lower cost solutions (i.e. CPV) 8

PS10 First Commercial Tower in the World in Operation 9

PS10 First Commercial Tower in the World in Operation 10

PS10 First Commercial Tower in the World in Operation 11

Solar Power Towers 1.5 PS20: World s largest Solar Power Tower 12

Our Projects Solnova 1 and Solnova 3 Constructing the twon50mw Solnova-1 and Solnova-3 in Sevilla 13

Our Projects First solar thermal BOO in North Africa We have won first solar thermal BOO in North Africa 155MW ISCCS at Hassi-R mel Ownership Abengoa (66%) and NEAL (34%) 130MW Combined Cycle 25MW solar field with 183.000 m 2 First private financing of solar thermal plant in North Africa (entirely financed by banks of Algeria) BOO based on Algerian Ffed-in law 04-92 Construction started 14

Our Projects Largest ISCCS in North Africa We have won EPC contract for world s largest ISCCS 450MW ISSCS At Ain Beni Mathar Ownership ONE Office Nationale d Electricité EPC financed by ADB, ONE and 50Mio GEF Grant 450MW ISCCS with 183.000m2 solar field Abener started EPC construction 15

The largest Solar plant in the world Solana: Basic plant description Clean electricity from Trough technology Parabolic Trough Technology Solana : 280 MWs e Proprietary Technology Solúcar TR Will produce electricity for 70,000 households 400,000 Tons.of CO 2 avoided yearly Land required: 800 ha Solana Molten salt as heat storage 16

World CSP Market Perspectives excellent good suitable not suitable

CSP Plants in Operation: 410MW in US and 11 MW in Spain 5 18

2008 CSP Plants in Construction: Spain: 370 MW CSP Algeria: 135MW ISCCS with 30MW CSP Morocco: 450 MW ISCCS with 30MW CSP Egypt: 135 MW ISCCS with 20MW CSP 22 19

Countries with Published CSP Tariff Morocco: 300MW ISCCS Spain: 270MW CSP with 30MW CSP 29 20

Mother of European Feed In Tariffs Four simple principles Member states must commit renewable targets Member states are free in incentive Mechanism Portugal, Spain, France, Germany, Greece, Italy have chosen mechanism of feed-in tariff Member states must report fullfillment Member states must setup objective, transparent and nondiscriminatory rules for grid access 30 21

New Spanish Feed-In Law for CSP: Real Decreto 661/2007 Cost covering with 0.27Euro/kWh Bankable with 25 year guarantee Annual adaptation to inflation 12-15% natural gas backup allowed to grant dispatchability and firm capacity After implementation of first 500MW tariff will be revised for subsequent plants to achieve cost reduction 31 22

Spain: feed-in law is driver about 60 projects currently under development 23

Algerian Feed In Law 28-3-04 Renewable Energy Target 5% of Electricity Production by 2010 32 24

Published CSP Feed In Laws Feed-In Tariff Capacity Tariff Duration Years Inflation Adjusteme nt Restrictions Hybrid Algeria ISCCS 100-200% life time France max 12MW 0.30 /kwh 20+ no max 12MW, max 1500h/a no Germany 0,46 /kwh lifetime no no up to 5MW 0,23-0,25 /kwh 10+10 no yes Greece over 5MW 0,25-0,27 /kwh 10+10 no yes up to 20MW 0.20USD/kWh 20+10 yes max 30% Israel over 20MW 0,16USD/kWh 20+10 yes max 30% up to 10MW 0.21 /kwh 15 no no Portugal over 10MW 0,16 /kwh 15 no no Spain up to 50MW 0.27 /kwh 25+ yes max 50MW max 15% 33 25

How fast will the CSP-Market grow? Capacity in GW Growth rate of wind in Europe Growth rate of wind in Germany Growth rate of wind in Spain Forecasts for next 15 years between 4 and 45 GW (cum.) in which forecast should we trust?

Roadmap for CSP Plants Potential of CSP in Europe: installed capacity and annual energy production GW installed 70 60 50 40 30 20 Spain Portugal Italy Greece Cyprus+Malta 30 GW / 85 TWh 60 GW / 170 TWh 200 175 150 125 100 75 50 TWh/a 10 0 4 GW / 11 TWh 2012 2020 2030 25 0 27

Remove Technical Barriers to Increase Competitiveness Remove Capacity Limits Remove Annual Operating Hour Limits Allow for full flexibility in Hybridization with other Renewables and Conventional Power Systems to maximize Efficiency and Dispatchability Expand the European Grid to harvest renewable power at its resource and distribute it to where it is needed 28

Ensure stable and bankable Financing Instruments Longterm and stable Feed-In-Tariffs have proven as the most efficient instrument for sustainable renewable market penetration Ensure that the Kyoto instruments such as CDM and JI are applicable to CSP and mechanisms are bankable and sufficient. Establish loan guarantee programs via existing windows at multilateral banks, existing national lending programs and global environmental programs such as GEF, UNEP, and UNDP for CSP for North Africa s developing economies 29

Open Transnational Renewable Energy Market Inside and Outside EU Let renewable electricity cross Intra-European borders (Schengen for Green Electrons) Let renewable electricity enter the European Union from outside Establish bankable transnational renewable transfer tariffs for such interchange 30

Europes Electricity demand can be covered in MENA Electricity import from Northern Africa is viable option 0.4% of Sahara area covers Europs electricity demand (world: 2%) HVDC technology provides efficient transmission (~10% losses) world EU25 31

Shake Hands with Northern Africa Tap Africa s unlimited solar resource Share the technology, know how and employment Build up an industrial and human resource base for the implementation of CSP Develop economic relationships and create an investment framework by supporting electricity market liberalization in North Africa Such CSP employment opportunities will offer alternatives to emigration 32

Grant the Future for the Next Generation Next generation technologies will significantly drive down costs Pre-commercial demonstration plants allow next generation technologies to enter the market Demonstration plants need loan guarantees from the EU to cover the technology innovation risk 33

Roadmap for CSP Plants Estimated IPP baseline sales price for CSP in Europe and MENA. 45 IPP sales price [ct/kwh] 40 35 30 25 20 15 10 5 PV, Spain 2100 kwh/m² DNI (Spain) 3%/a cost reduction Range between 2% and 5% cost reduction per year Wind, Spain 2600 kwh/m² DNI (MENA) 3%/a cost reduction 0 2005 2010 2015 2020 2025 Year 34

The Role of the EU Push technology, pull demand, push generation Market development and penetration: Install demand pull instruments, promote feed-in-laws as most powerful instrument to push generation Open the European transmission grid for solar power from North Africa and secure this power import by implementing demand pull instruments Technology: R&D-funding for material, component and system development (e.g. coatings, storage, direct steam/molten salt systems, adapted steam generators, beam down) Fund demonstration plants to push new technologies 35

Key Success Factors for a Strong Market Growth Technical and economical success of the first projects Stable green pricing or subsidies to bridge the initial gap in LECs (e.g. feed-in tariffs) Successful cost reduction Strong R&D to leverage the potential of technical improvement New markets and market opportunities (Power from North Africa to Europe) Strong CSP industry 36