Smart Grids: Business Opportunities in Germany. Heiko Staubitz, Henning Ellermann Germany Trade & Invest

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1 Smart Grids: Business Opportunities in Germany Heiko Staubitz, Henning Ellermann Germany Trade & Invest

2 Distribution grid Massive needs to expand the distribution grid Investment needs for the distribution grid extension and conversion until 2030 Results of the Distribution Grid Study(Dena, 2012): Scenario 1 (increased and faster expansion of renewables): 42.5bn 4,2 Scenario 2 (conservative estimation): 27.5bn 3,6 the German distribution grids require expansions of 135,000 km up to 193,000 km conversions of 21,000 to 25,000 km investment needs for the grid extension and conversion: 12 16,1 7,8 until 2020: 18.4bn 26.7bn 26,3 low-voltage (<400 V) medium-voltage (1-30 kv) high-voltage ( kv (150 kv)) until 2030: 27.5bn 42.5bn investment needs can be reduced by various technical options, e.g.: innovative operational resources, down-regulation of power peaks of renewable generation, storage systems Source: German Energy Agency (Dena), 2012: Distribution Grid Study

3 The largest distribution grid operators in Germany With more than 25 million offtake-points at the low-voltage level and offtake-points at the medium voltage level the listed 19 companies represent more than half of the total 44.8 million offtake-points in Germany. The remaining part belongs to approx. 800 other grid operators. No. Operator Majority shareholder Number of offtake points at low-voltage Number of offtake points at mediumvoltage Locations of the headquarters of the distribution grid operators 1 Westnetz GmbH RWE EnBW Regional AG EnBW Bayernwerk AG E.ON Stromnetz Berlin GmbH Vattenfall envia Mitteldeutsche Energie AG RWE E.ON E.DIS AG E.ON E.ON Avacon AG E.ON Stromnetz Hamburg GmbH Vattenfall EWE Netz GmbH Syna GmbH RWE Stadtwerke München GmbH (SWM) E.ON Mitte AG E.ON E.ON Hanse AG E.ON Thüringer Energienetze GmbH (TEN) LEW Verteilnetz GmbH (LVN) RWE VNB Rhein-Main Neckar GmbH & Co. KG Stadtwerke Düsseldorf Netz GmbH EnBW ENSO Netz GmbH NRM Netzdienste Rhein-Main GmbH Mainova The German Electricity Market 3

4 Smart Meter Roll-out The German Energy Economy Law ( 21c, 21b, 21d, 21e, 21f, 21i) already has requirements in place for a Smart Meter roll-out. Smart Meters are already required for: Buildings newly connected to the energy supply grid or buildings undergoing large renovations. End users whose annual energy use exceeds 6,000 kwh. New (from 2011) power generating facilities with a capacity exceeding 7 kw. Under current legislation, 23% of Germany s 50 million meters would be smart by Picture Source: Landis + Gyr EU requirement to prepare large roll-out by 2022 Government-commissioned costbenefit analysis recommends: Extending requirements to existing RE facilities and gradually replacing all meters with intelligent meters that can be upgraded to full Smart Metering Systems (SMS) 50 million intelligent meters and SMS until 2029 for electricity (100%) 14 million intelligent meters for gas by

5 Germany is Europe s largest Smart Home Market Own-consumption and demand-side management as future drivers Smart Home Market Europe (EUR million) Smart Home Market Europe, Austria 4% Norway 5% Spain 5% Switzerl 6% UK 8% Rest of Europe 14% France 10% German y 48% Source: BSRIA Zarpathy, Z. (2012): Smart Building & Home Technology Market Trends

6 German Energy Market Opportunities End-energy consumption of private households in Germany Light 1.5% Household Appliance 10.5% Warm Water 11.3% Heating 76.7% 88% of end-energy consumption in households is used for heating and warm water today!

7 Example: PV+Battery-Projekt "Sol-Ion" PV-Battery system costs 2013 [EUR/kWh] Pipeline connection Power Supply Metering 6000, , ,00 Control 3000, , ,00 0, Lead-acid LiFe Lithium kwh Source: E.ON Innovation Center Energy Storage, October 2013 PV Magazin

8 Energy in TWh (bar) Power in GW (line) Balancing of Fluctuating Renewable Energy Sources Significant amounts of surplus energy will be encountered by Balancing... Hours Hourly Days Daily Weeks Weekly Months Monthly Years Yearly hours2 days2 weeks2 month2 years Source: Gerhardt IWES 2011, ZSW

9 MW Large-scale batteries balancing the grid Installed battery capacity in Germany for primary control provision Feldheim, Energiequelle GmbH, Li-Ion Schwerin, Younicos & Wemag, Li-Ion Berlin, Younicos & Vattenfall, LiFePo Berlin, Younicos & Vattenfall, Hybrid (Li-Ion, NAS) 10 MW, 5 MWh 2 projected Li- Ion systems (5MW & 10MW) Völklingen-Fenne, Evonik, Li-Ion 5 MW, 5 MWh Scheduled commissioning end of MW, 2,56 MWh Technologies: 4 x Li-Ion, 1 x NaS Installed capacity: MWh Market share 2014: approx. 3.5 % from total German market for primary control reserve (551 MW) Source: IEK-STE Database,

10 Example: First commercial battery in Europe for use in the primary frequency control market (WEMAG/Younicos) Key Data 5 MW/ 5MWh Lithium ion technology Bought and operated by medium sized German municipal utility WEMAG fully automated, turnkey battery park battery park will be ready for the primary frequency response market performance guarantee of 20 years on the battery system battery park will start running in June 2014 Source: Younicos

11 Green Hydrogen and Power to Gas Projects Key Data More than 12 projects using hydrogen as mass storage for industry. Hydrogen used directly or fed into the gas grid Storage capacity of gas: 200 TWh storage capacity vs. 0,04 TWh for power grid Four markets adressed: Heat, chemical industry, transportation and electricity

12 Example: E.ON "Power to Gas" pilot "Falkenhagen" Key Parameters 2 MW el Hydrogen production: 360 m³/h Feed-in into the local gas grid (ONTRAS Gastransport) Start of construction: August 2012; Start of operation: August 2013 Owner: E.ON Gas Storage Electrolysis Power Supply Metering Compressor Control Low Voltage Supply Pipeline connection Goals Demonstration of the process chain Optimize operational concept (fluctuating power from wind vs. changing gas feed) in cooperation with Gain experience in technology, costs and consenting E.ON Innovation Center Energy Storage, October

13 Example: E.ON "Power to Gas" pilot "Falkenhagen" E.ON Innovation Center Energy Storage, October

14 Energiewende Status Quo and Opportunities The next phase: From generation to integration of renewable energy Energiewende Distribution and Stability Grid upgrade necessary Smart metering roll-out Balancing power business models Perspectives for Energy Storage Small systems for domestic PV commercial Grid level storage in pilots and research Increasing Energy Efficiency Buildings (new and renovation) Industrial production Cost reduction Energy System = Reliable + Sustainable + Affordable

15 Contact Data GTAI Investment Consulting Renewable Energy and Resources Division: Europe Berlin - Headquarters Mr. Thomas Grigoleit Director Renewable Energies & Resources T thomas.grigoleit@gtai.com Mr. Heiko Staubitz Senior Manager Energy Storage / Smart Grid T heiko.staubitz@gtai.com Mr. Tobias Rothacher Senior Manager Photovoltaics and Bioenergy T tobias.rothacher@gtai.com Ms. Esther Frey Manager Wind T esther.frey@gtai.com Ms. Anne Bräutigam Manager Wind T anne.brautigam@gtai.com Mr. Henning Ellermann Manager Energy Efficiency Technologies T henning.ellermann@gtai.com Ms. Flérida Regueira Cortizo Senior Manager Environmental Technologies T flerida.regueira@gtai.com North America New York Office San Francisco Office Mr. Claus Habermeier Director New York, USA T: F: claus.habermeier@gtai.com Ms. Angelika Geiger Director San Francisco, USA T: F: angelika.geiger@gtai.com Asia-Pacific Beijing Office Tokyo Office Mumbai Office Mr. Markus Hempel China Representative Beijing, China T F markus.hempel@gtai.com Mr. Iwami Asakawa Japan Representative Tokyo, Japan T F iwami.asakawa@gtai.com Ms. Asha-Maria Sharma India Representative Mumbai, India T asha-maria.sharma@gtai.com 2012 Germany Trade & Invest All information provided by Germany Trade & Invest has been put together with the utmost care. However, we assume no liability for the accuracy of the information provided