Indische Solarfirmen ( Seite 12)

INDIA LOOKS TO HARVEST THE LATE-MOVER ADVANTAGE IN SOLAR

The first set of projects under India's ambitious National Solar Mission went under the hammer last week. Initial trends show that the capacity bid for is at least three times more than the 620MW that is to be awarded, though the final numbers could show a much higher multiple.

There are however no alarm bells going off in the Indian finance ministry. The government has what can be referred to as a late-mover advantage, which has allowed it to avoid the excesses seen in some European countries.

There are a few things which stand out in the auction of India's first batch of solar projects, to be set up by 2013, and involving an investment of over USD 2bn.

For starters, the auction is primarily about large solar thermal. Bids for 470MW of capacity have been invited. This is higher than the total commissioned capacity of 437MW of solar thermal in Spain, the world lead, according to Bloomberg New Energy Finance data.

On the PV side, there are just 150MW of capacity on offer in India's first round through 30 projects of 5MW each to be set up by 2013. That is a small blip in the capacity being added globally. Bloomberg New Energy Finance has projected a PV capacity addition of 14GW-to-19GW in 2010. Up to 1.2GW of new installations are expected in the Czech Republic alone this year. Germany has installed over 3GW of PV in the first half of 2010.

Secondly, there is an element of market price discovery built into the process. The attractive feed-in-tariffs will now cease to matter since the 400-odd applicants will have to offer the largest discounts to get selected, a formula that India has emulated from other countries which have married feed-in-tariffs with reverse-bidding.

Thirdly, the government has limited its own, and the consumer's bill, for solar power by ensuring initial support for only pre-defined solar capacity instead of the anyone-past-the-goalpost kind of a scheme which has led to runaway growth of solar power in parts of Europe.

Fourthly, India has mandated the use of domestically made PV modules in this phase and domestically made cells and modules in the next phase. For solar thermal projects, the rules mandate a 30% local content, both moves reflecting the worrying trend of increasing protectionism in the clean energy sector.

Gujarat


Michael Kanellos: October 12, 2010
Gujarat Aims to Become India’s Green Dynamo

A 33-cent-per-kilowatt-hour feed-in tariff is one part of the attraction.
Gujarat Aims to Become India’s Green Dynamo

The math is fairly straightforward, notes Shri D.J. Pandian, the principal secretary for energy and petrochemicals for the state of Gujarat.

The state -- which has a population of 55 million people -- will need 30 gigawatts of power capacity by 2020. It wants to get 20 percent of the total from renewables by that time, and it already has 3 gigawatts of renewable capacity, mostly from wind turbines.

“That means we need to install 3 gigawatts,” he said in a phone interview.

While most of the green industry has focused on China, India shouldn’t be ignored, according to Pandian and others. The country's population is larger, the need for electricity is similarly strong, and economic growth is following a similarly blistering trajectory. In Gujarat, the economy has grown as fast as ten percent annually in recent years.

Perhaps even more significant for U.S. and European manufacturers is that India only has a few local established manufacturers like Suzlon Energy (wind) and Moser Baer (solar). Thus, it’s more of an open market. Gujarat, he added, doesn’t even have a domestic content provision in its renewable energy policy.

Gujarat itself created a feed-in tariff that provides producers 33 cents per kilowatt hour for 12 years and 12 cents per kilowatt hour for 13 years after that. Azure Power recently announced it would build a 15-megawatt, $40 million solar farm with help from Suntech Power Holdings and SunEdison in the state.

Suzlon Green Power, a sister company to turbine maker Suzlon Energy, has pledged to invest $5 billion over five years in various projects, many of which will be located in the region.

Ende September wurde zwischen der indischen Unternehmensgruppe Jain Solar Energy Pvt Ltd und dem Prozessequipment-Anbieter Gebr. Schmid GmbH + Co. ein Vertrag über zwei Zellproduktionslinien mit einer Gesamtkapazität von 13.200 Zellen/h abgeschlossen.

Diese Produktionslinien sind das erste gemeinsame Projekt der Geschäftspartner Jain Solar Energy Pvt Ltd und Schmid Group. Die Investitionssumme der insgesamt 400 MW Endausbaustufe liegt im dreistelligen Millionen-Euro-Betrag. Hierbei handelt es sich um eine der modernsten Zellfertigungsanlagen weltweit, die durch das Schmid Prozesscluster-System zu extrem attraktiven Cost of Ownersip (CoO) / Betriebsmittelkosten produzieren wird. Die einzelnen Prozesscluster werden dabei durch das Montech-Intralogistik-System verbunden, das über das Schmid Overall Factory Control System gesteuert wird. Aufgeteilt wird die Endausbaustufe in zwei Aufbauphasen: Dabei ist die Auslieferung der Linien für das zweite und dritte Quartal 2011 vorgesehen.
Bei den Zellproduktionslinien entschied sich Jain Solar Energy Pvt Ltd zusätzlich für den Einsatz der Selektiven Emitter Technologie. Die Besonderheit dabei: Die hohe Phosphor-Dotierung auf der Zelle wird selektiv geätzt und nur dort erhalten wo anschließend Kontakte aufgedruckt werden.
Ferner kommt das neue platzsparende Schmid Direktplasma PECVD Cluster-Konzept zum Einsatz. Dies ermöglicht einen hohen Durchsatz mit einzigartiger Verfügbarkeit auf engstem Raum.

Über Jain Group:
Die Jain Group ist eine indische Unternehmensgruppe mit Hauptsitz in Kalkutta, Indien. Mit Fokus auf die Infrastruktur ist die Gruppe in den Bereichen Straßen- und Stahlbau, Energiegewinnung und Immobilien aktiv. Die indische Unternehmensgruppe, die damit seine Integration entlang der photovoltaischen Wertschöpfungskette vorantreibt, steigt neu in die Solarzellenproduktion ein.
Weitere Informationen unter: www.jaingroup.co.in

http://www.pvgroup.org/NewsArchive/ctr_043088

PLG Power to build 120 MW solar cell plant
Press Trust of India / New Delhi April 13, 2011, 14:10 IST


PLG Power will set up a 120 MW capacity-solar cell manufacturing facility in Nashik at an investment of Rs 410 crore and production at the plant is expected to start by January 2012.

The Mumbai-based company, part of diversified PLG Group, is currently focused on the fast growing solar energy sector.

"We are building a solar cell manufacturing facility in Nashik, that will have an annual capacity of 120 MW.

The investment is about Rs 410 crore and we expect to start production by January next year," PLG Power's CEO and MD Punit K Goyal told PTI.

The firm already has a 50-MW capacity solar photovoltaic modules manufacturing plant in Nashik.

The company is working on a 40-MW solar power project in Gujarat, that would see an overall investment of Rs 600 crore, Goyal said. The project would be ready by September this year, he added.

PLG Power has signed the Power Purchase Agreement (PPA) with Gujarat Urja Vikas Nigam Limited (GUVNL) for the project.

The company also has bagged 30 MW Engineering, Procurement and Construction (EPC) contracts worth about Rs 400 crore, Goyal said.

A 20 MW EPC contract would be implemented for Saudi Arabia's Zamil while the 10 MW order has been received from Chennai-based Indowind Energy Ltd.

Goyal noted that the company has tied up with Japanese player Kyocera and together they are in negotiations for 100 MW EPC contracts -- estimated to be worth about Rs 1,500 crore.

SUNBORNE AND SUNTECH TO PARTNER ON 100MW OF SOLAR PROJECTS IN INDIA
NEW DELHI and WUXI, China, May 3, 2011 /PRNewswire via COMTEX/ --

SunBorne Energy, a leading specialist in utility scale solar solutions, and Suntech Power Holdings Co., Ltd. (NYSE: STP), the world's largest producer of solar panels, have entered into a framework agreement for the supply of 100MW of solar panels over the next two years for projects in India.

Suntech will supply 280Wp polycrystalline silicon modules for projects that will be designed, installed and commissioned by SunBorne Energy. The agreement includes an initial order for 10MW of solar panels for a project in Gujarat, India. Through this partnership, SunBorne will deploy proven, world-class solar technology and build local solar expertise to deliver affordable solar power throughout the country.

"We chose Suntech because of their clear technology leadership and long-term commitment to India. We are proud to support the Gujarat government in their endeavour to bring clean power to India and attain energy security. This partnership reiterates our action plan of providing cost-effective utility scale solar solutions and targeting grid parity by 2017," said James Abraham, Managing Director & CEO, SunBorne Energy.

"We're excited to partner with SunBorne Energy to drive solar industry growth in India," said Dr. Zhengrong Shi, Suntech's Chairman and CEO. "Currently, one in three people in India lack reliable access to electricity, and the rapid deployment of solar energy has the potential to help close this gap. This project will provide thousands of people in India with clean and affordable power."

The solar industry in India has been growing rapidly, backed by government support at both the federal and state level. India has a target to reach a cumulative installation of 2GW of off-grid and 20GW of on-grid PV installations by 2022 to help meet the country's burgeoning energy demands.

Solar technology is particularly well suited to address booming energy consumption across India, as total primary energy demand is expected to increase by 3.1% annually from 2008 to 2035, according to the IEA's 2010 World Energy Outlook. The country's average annual solar insolation is one of the best in the world reaching 2000 sun hours per year in some locations. Solar technology also helps to address peak power shortages, which can be particularly severe during summer months. The power production of solar panels roughly coincides with peak demand hours, as electricity is consumed during daylight for commercial and industrial activities.


About SunBorne Energy:
SunBorne Energy is a leading specialist in Utility Scale Solutions (50MW+) in the solar power sector. SunBorne will deploy proven technologies and indigenize the entire value chain to drive affordable solar power. Its scope of functions includes localizing capabilities in design, manufacturing, engineering, construction, distribution and operations. SunBorne is developing Utility Scale Solution Plants in Gujarat, Rajasthan and Andhra Pradesh with other States in the pipeline. It aims to deploy 20 percent of the Solar Mission target in the next decade. SunBorne will make solar power an attractive investment option creating sustainable, clean and green energy. SunBorne has been established by internationally recognized experts in solar thermal power generation. Our investors include large Private Equity firms, like General Catalyst and Khosla Ventures. The company is headquartered in Gurgaon (Haryana).