The primary version of Photo voltaic + Storage España featured a two-day convention, “Spain’s day to guide Europe,” curated by pv journal. The convention started with three inaugural speeches that mentioned the evolving PV manufacturing panorama in Europe and the USA.
Žygimantas Vaičiūnas, coverage director for the European Photo voltaic Manufacturing Council, highlighted the sensible problem of accessing finance for EU member states, regardless of the numerous prospects of monetary help opened by REPowerEU, the Internet-zero Trade Act, and the Short-term Disaster and Transition Framework (TCTF). ). Spain has been allotted 12.93% of the RePower EU funding, equal to €2.59 billion ($2.8 billion), which may realistically allow the institution of 10 GW to fifteen GW of PV manufacturing capability within the nation, which contributing about one-third to one-half. of the 30 GW goal of the EU in 2030, as Vaičiūnas defined. His presentation is accessible right here.
Javier Sanz, a spokesman for the European Photo voltaic Photovoltaic Trade Alliance, emphasised the significance of a product-focused technique for European manufacturing competitiveness. Sanz requested the next query: “What sort of product can we need to promote in Europe?” He additionally known as for stricter carbon footprint necessities and a stage taking part in discipline. He famous the necessity for home photo voltaic and storage manufacturing to compete with China, India, and the USA on value. Sanz additionally urged that opex help and supported module gross sales would assist stability the worth equation.
Eckhart Gouras, the managing director of pv journal, contributed with a view of the US Inflation Discount Act (IRA), which he known as “the large American sandwich.” Gouras introduced a strong illustration of the Funding Tax Credit score (ITC) within the photo voltaic trade, with the highest slice of the pie exhibiting upstream help of $0.07/W for “Made in USA” photo voltaic modules, and the underside that slice represents downstream help of as much as 50% of the funding tax credit score. Gouras famous the unparalleled industrial coverage of ITC and known as for a brand new globalized method that might allow worldwide gamers to construct native markets and profit from its benefits.
The “Going international” session featured representatives from PV {Hardware} (PVH), Energy Electronics, California Photo voltaic and Storage Affiliation (CALSSA), and Atlas Renewable Power. It heralds a brand new period of globalization within the photo voltaic and storage industries. Alvaro Casado from PVH mentioned the corporate’s resolution to open a 6 GW tracker manufacturing unit in the USA, which preceded the ITC announcement, and highlighted the motivation behind it: bypassing the logistics of transportation and offering native help to shoppers.
Iván Higueras Rivas, CEO of PVH, and David Salvo, CEO of Energy Electronics, expressed issues about inadequate efforts in Europe to encourage home manufacturing in the USA. Brad Heavner, from CALSSA, pointed to development in US manufacturing of batteries and polysilicon. Whereas the USA is experiencing a polysilicon revival, each areas nonetheless lack the manufacturing capability to fulfill demand. María del Puy Ayerra, director of growth in Spain for Atlas Renewable Power, famous the necessity for corporations to adapt to cultural variations and method worldwide enlargement with humility, as a result of challenges of the European manufacturing unit scale. and acceptance of the venture.
The consent session in Spain featured a fireplace chat between Maria Assumpta Farran i Poca from the Generalitat Catalunya, and Lucas Monsalve and Inés Monroy from Mediacion Verde. Farran highlighted the restricted area in Catalonia and the reluctance of builders to proceed with authorized initiatives. Mediacion Verde emphasizes the necessity for good communication with native communities to reveal the worth of renewable vitality initiatives. The session additionally explored the thought of industrialized areas paying a premium to areas that export photo voltaic and wind energy.
Benito Montiel from Grupo Cobra, Luis Selva from BNZ, María del Puy Ayerra from Atlas Renewable Power, and Paula Alonso González from Soto Photo voltaic participated within the authorization session, addressing the shortage of coordination among the many varied entities in approval course of, leading to errors and delays. Additionally they mentioned the challenges of assembly venture deadlines as a result of Royal Decree-Legislation of the Spanish Authorities. Relating to the massive variety of not too long ago authorized initiatives, estimated at greater than 100 GW, the panelists predicted that solely about half of them will truly be constructed.
Within the session centered on storage, Rosalía Rivas Saiz from Purple Eléctrica gave a keynote speech, giving an account of the present situation of cannibalization in Spain, discussing entry to storage and projections of the hybridization of April 2023, and explains the anticipated extra of PV and wind manufacturing compared. of consumption in 2030. Rivas additionally introduced particulars concerning the deliberate deployment of the grid, its connection to prevention, and shared different knowledge that attendees needed to seize in photographs.
Luis Marquina, president of the Spanish financial savings affiliation AEPIBAL, moderated the session. They included Javier Revuelta from AFRY, Juan Fraga from Engytek, Eugene Dominguez from HESSTEC, Iker Labiano from Sungrow EMEA and Alejandro Pintado from Growatt New Power.
The panelists agreed that the regulation of the storage trade is shifting in the proper path however at a sluggish tempo, emphasizing the necessity for speedy authorities motion to harmonize electrical energy market costs. Additionally they urged that Spain may enter the storage market utilizing different applied sciences aside from lithium. Revuelta’s presentation outlined the idea of ‘socio-economic welfare’ (SEW) associated to storage and advocated for collaboration between Europe, China, and the USA within the growth of know-how.
The final session of the primary day centered on self-consumption and began with an skilled interview that includes Sergio Layunta from Salicru, a well-established Spanish model with 57 years of expertise available in the market and in itself technical service. Layunta revealed that Salicru is about to introduce a brand new hybrid inverter designed for business and industrial self-consumption, seeing a widespread demand for batteries on this phase within the close to future.
The self-consumption panel consists of José Carlos Díaz Lacaci from Powen, Íñigo Amoribieta from Otovo, Javier Revuelta from AFRY, Jorge Mallén López from Lantania, Carlos López from Aldea Power, and Vanesa Peñalver from Sunova Photo voltaic. They analyzed the lower in self-consumption in the course of the first 4 months of 2023, often known as the “photo voltaic winter,” in distinction to the dramatic improve skilled in 2022. Elements contributing to this lower embody the lower within the value of electrical energy, which reduces demand. urgency, and delay in assist allocation. The panelists highlighted the challenges dealing with the implementation of shared self-consumption and photo voltaic communities, expressing criticism of the Authorities’s draft regulatory proposal. Some audio system talked about passing on a ten% to fifteen% discount in electrical energy costs to shoppers, whereas others advocated providing extra providers in return.
The second day began with a panel on native manufacturing that includes a keynote speech by Javier Sanz from the European Alliance of the Photo voltaic Photovoltaic Trade (ESIA). Sanz emphasised that a number of funding, price tens of millions of euros, stays unallocated attributable to corporations not making use of for it. The panel addressed the obstacles related to the re-introduction of polysilicon, ingot, and wafer manufacturing in Europe, whereas additionally exhibiting success tales of corporations receiving help in Europe, together with Abora Photo voltaic.
The keynote speech was adopted by an interview with Kyle Xu from Das Photo voltaic, who centered on the corporate’s enlargement plans in Europe and their dedication to turning into a neighborhood participant. Xu curiously mentioned that though the transition from establishing module meeting strains to constructing a whole provide chain in Europe will take time, Spain’s scrumptious delicacies serves as an efficient that catalyst.
José María Vega de Seoane from Tecnalia, Xabier Otaño from Mondragon Meeting, and Alejandro del Amo from Abora Photo voltaic shared three profitable manufacturing tales in Europe, highlighting the variations in help packages between US and Europe when it comes to measurement and pace of supply. The panelists mentioned the potential of subsidizing the sale of merchandise made in Europe and the competitiveness of area of interest merchandise in Europe. Additionally they welcome the entry of enormous corporations comparable to Iberdrola in manufacturing, anticipating the event of secondary industries and the chance for these corporations to current their very own merchandise.
The convention ended with a session of renewal and repowering with Fermín Lagunas Llorente from BayWa re, Asier Ukar from PI Berlin, Víctor Hernández from Ingeteam, and Pubash Yazdani from Escelco. Spain, with its beneficiant incentive program, has change into a superb testing floor for renewable initiatives, having put in greater than 4 GW between 2008 and 2009, surpassing even which nation Nevertheless, changing failed parts presents challenges. The panel mentioned varied questions, together with the view of banks concerning the financing of regeneration initiatives and whether or not it presents a superb enterprise alternative for O&M corporations. In the end, after evaluating the technical, monetary, and authorized boundaries, the panelists concluded that reform is a worthwhile endeavor.
We want to thank all of the audio system, sponsors, and organizers of Photo voltaic + Storage España for an amazing convention.
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