170 likes | 312 Views
21 May 2009. Presentation to: Electrical Industry Leaders’ Forum 2009 . The Changing Energy Landscape – Challenges and Opportunities. Presented By: David Mountseer Managing Director Enesolve Pty Ltd . Version 1.0. Roadmap. Electricity Industry - Overview Supply side
E N D
21 May 2009 Presentation to: Electrical Industry Leaders’ Forum 2009 The Changing Energy Landscape – Challenges and Opportunities Presented By: David Mountseer Managing Director Enesolve Pty Ltd Version 1.0
Roadmap • Electricity Industry - Overview • Supply side • Demand side • Role of Government • The Future • Electricity Supply – The New Drivers • Infrastructure • The Climate Change Issue • Remote, off-grid • The opportunities Electricity Demand – New Drivers • eneSolve response to opportunity • Sources of Funding • Discussion • Opportunities • Challenges • Wrap-up • Electricity Demand – New Drivers • Market conditions • Large users generally • Top 200+ • The next 800 • Commercial • Industrial • Below the top 1000 • Industrial, commercial, residential Introductory Presentation
Electricity Industry Overview, New Drivers • Supply -side • Ageing, run-down infrastructure • Responses • The Climate Change Issue • Impact on coal as a fuel • Alternatives • Remote, off-grid developments • Demand • Opportunities Introductory Presentation
Electricity Industry Overview, New Drivers • Demand - side • Electricity costs • Responses • New Drivers • Large Users – Top 200+ • Rising electricity prices • Legislation • Funding • Next 800+ • Similar drivers • The future –Top 1000+ • CPRS • Funding support • Below Top 1000+ • Industrial • Commercial • Residential Introductory Presentation
Electricity Industry Overview, New Drivers • Role of Government – supply and demand • Legislation • Funding • The Future – supply and demand • Complexity • Diversity • Decentralisation • Changing Government – private sector relationship • Opportunities Introductory Presentation
Opportunity Case Study - eneSolve Introductory Presentation
Consultants Consulting KPIs Scope Verification Execution Contractors Planning Clients Contract Delivery Compliance & Project Identification Project MgmtImplementation Seamless Project Implementation Comprehensive Carbon Management Strategy Enesolve – a Response to the Opportunity Challenge Solution Mechanism Opportunity Introductory Presentation
Enesolve Legislative Drivers • National Greenhouse & Energy Reporting Act 2007 (NGER) • Register by 31/08/09 • Report by 31/10/09; Publication 28/02/10 • Report Carbon Inventory footprint of 6 gases (CO2 equivalents) • Penalties for non-compliance - $220K + $11K/day + CEO liability • NGER Compliance Criteria • 2008/9: Corps with 125kt CO2(e) or 500TJ + all facilities > 25kt CO2(e) or 25TJ energy. Yr 1: 700-1100 entities • 2009/10: 87.5kt CO2(e) or 350TJ energy • 2010/11: 50kt CO2(e) or 200TJ energy The Future - Commonwealth Carbon Pollution Reduction Scheme (CPRS) • Expectation: Legislated 2010 • Likely to be built off NGER • White Paper (pre-legislation) Dec 08 • Starting carbon price subject to prevailing economic conditions ($10?). • Commonwealth Energy Efficiency Opportunity Assessment Act (EEO) • Report by 31/12/08 • Level 3 Energy Audits • Corps > 0.5PJ FY 2005/6 • Public naming for non-compliance • 200+ entities Introductory Presentation
Enesolve Economic Drivers • Escalating Energy Prices • Natural Gas: Increased export demand + electricity generation • Electricity: Mandatory Renewable Energy Target (MRET) 20% by 2020 • Oil Derived (Petrol, diesel, LPG…): Supply-demand fundamentals. • Escalating Energy Prices + CPRS • Carbon price will accelerate increases in energy prices • Changes economics of Demand Side Efficiency (DSE) measures • CPRS – Permits & Credits • Cost of Permits • Offset & Credit opportunities • 2nd order DSE driver Introductory Presentation
Enesolve Value Proposition Introductory Presentation
Carbon Strategy Platform (CSP) Actions: • Log your carbon footprintand forecast trends • Report under NGER Act • Financially assess emissions reductions (abatement) opportunities • Including value of all subsidies • Set carboncost scenarios • Set energy cost scenarios • Set permits and credits cost scenarios • Optimizebetween abatement projects and permits or credits • Preparefor carbon permit auctions Web based. Comprehensive. Introductory Presentation
Carbon Strategy Platform (CSP) • Assess abatement opportunities financially including: • Capex, Opex, Cost of Capital • Depreciation • Efficiency gains • Project value (including forecast carbon market price) Introductory Presentation
Concept to Completion • Capabilities • Project Management • Contracting • Audits; Inspections; Issues ID • Compliance • Subsidies Sourcing • Analysis; Scope; Design (Inc. EEE) • Firm Pricing • Installation • Commissioning & Handover • Service and Maintenance • Monitoring and Verification • Engineering Specialties • Energy Efficiency Assessment • Strategy Development • Combustion; Boilers and Furnaces • Refrigeration • HVAC • Electricity Supply Infrastructure • Compressed Air • Steam • Embedded Generation • Lighting • Controls • Water Introductory Presentation
Funding Programs • Commercial, Industrial Energy Efficiency • Three Commonwealth, two State schemes • Residential Energy Efficiency • Commonwealth program plus separate programs in every State Research & Development, Proof of Concept and Commercialisation • Two Commonwealth and four separate State programs • Green Credits and Certificates • Three Commonwealth programs and four separate State programs • Renewable Energy Development • Five Commonwealth programs and separate programs in every State Introductory Presentation
Funding - Summary • Forty three Funds (43) and counting! • Note, includes water-related funds • $4.7bn in total, for funds with defined limits • This does not include: • Coal Research (CCS) – up to $6bn • Total value of all funds could be as high as $10bn • Programs continue for up to five (5) years • Opportunity! • Downside – complex, rule-ridden, time-consuming Introductory Presentation
Wrap-up Questions Final Comments Introductory Presentation
Contact Details ENESOLVE PTY LTD Tel 1 300 056 653 Web www.eneSolve.com David Mountseer Mobile 0427 185 609 Email dmountseer@eneSolve.com Doron Ben-Meir Mobile 0402 000 999 Email doron@eneSolve.com Introductory Presentation