Flexible Fossil Power Generation- A Manufacturer s Perspective

Transcription

1 Flexible Fossil Power Generation- A Manufacturer s Perspective Greg Kelsall 12/03/ 2014

2 Agenda Alstom Background Clean Power, Clean Solutions Flexible Fossil Power Generation - 12/03/2014 P 2

3 Three main activities in four sectors Equipment & services for power generation Alstom Thermal Power Equipment & services for power transmission Alstom Grid Alstom Renewable Power Equipment & services for rail transport Alstom Transport Flexible Fossil Power Generation - 12/03/2014 P 3

4 Three main activities in four sectors Group sales Thermal Power 9.2 bn Grid 3.8 bn Transport 5.5 bn Renewable Power 1.8 bn Total sales 2012/13 = 20.3 billion Total orders 2012/13 = 23.8 billion Flexible Fossil Power Generation - 12/03/2014 P 4

5 Power market drivers Environment New Power Plant 6% 4% GDP growth Electricity demand growth GDP % Deregulation Market Drivers Installed Base Fuel & Electricity prices 2% 0% - 2 % E-cons % Ageing fleet World fleet age Pyramid Environment becoming driver #1 for new plants and installed base Flexible Fossil Power Generation - 12/03/2014 P 5

6 Global power market forecast medium term New Power Plant Orders in GW p.a Flexible Fossil Power Generation - 12/03/2014 P 6 Diversified mix, with growing share of Gas & Renewable all across the globe

7 Current Market is Difficult Flexible Fossil Power Generation - 12/03/2014 P 7

8 Agenda Alstom Background Clean Power, Clean Solutions Flexible Fossil Power Generation - 12/03/2014 P 8

9 Flexible Fossil Power Generation - 12/03/2014 P 9

10 What has changed since 2006 Clean Power Flexible Fossil Power Generation - 12/03/2014 P 10

11 Our offering strategy is based on three levers Reducing cost of electricity Lowering environmental footprint Increasing flexibility & reliability Flexible Fossil Power Generation - 12/03/2014 P 11

12 Our offering development strategy answers 3 essential needs Renewable portfolio Natural resource optimisation Pollutants control (SOx, NOx, PM, mercury) CO2 emission reduction & CCS Land-use, Visual Impact, Noise Water intensity reduction & Recyclability Efficiency improvement Capital cost reduction/scaling up Capacity Factor increase (Renewable) Lead Time reduction Competitive O&M Competitive financing Maintainability and outage time reduction Operational and fuel flexibility Designs and service for improved availability and reliability Climate packages Energy storage Flexible Fossil Power Generation - 12/03/2014 P 12

13 INCREASING FLEXIBILITY & RELIABILITY Maintainability and outage time reduction Operational and fuel flexibility Life time extension and power uplift Designs and service for improved availability and reliability Climate packages Energy storage Flexible Fossil Power Generation - 12/03/2014 P 13

14 Gas: GT13 turbine REDUCING COST OF ELECTRICITY >38% efficiency LOWERING ENVIRONMENTAL FOOTPRINT -58% water consumption for oil operations INCREASING FLEXIBILITY & RELIABILITY 36,000 EOH maintenance intervals between hot gas path inspections Flexible Fossil Power Generation - 12/03/2014 P 14

15 Steam: RDK8 Plant REDUCING COST OF ELECTRICITY 46% net efficiency LOWERING ENVIRONMENTAL FOOTPRINT <740 G/MW C02 emissions with integrated denox plan INCREASING FLEXIBILITY & RELIABILITY 0 maintenance stator core for high reliability Flexible Fossil Power Generation - 12/03/2014 P 15

16 Thermal Services: Upgrades, Retrofits and O&M REDUCING COST OF ELECTRICITY +55MW production with retrofit of steam plant at Beilun Power Station in China LOWERING ENVIRONMENTAL FOOTPRINT <5 ppm NOx emissions by upgrading the combustion system of B&E class gas turbines to the Alstom LEC-III INCREASING FLEXIBILITY & RELIABILITY 99.1% availability, 99.91% reliability and 98.14% service factor with new O&M contract at the Monterrey III gas plant in Mexico Flexible Fossil Power Generation - 12/03/2014 P 16

17 Million tons CO2/year Real results: CO 2 reductions enabled for Power Sectors customers by projects completed (cumulated for 2011, based on first year of operation values) projects accounted, continuously increasing share of cumulated reductions from Renewable Power & Service projects ALSTOM RENEWABLE POWER ALSTOM THERMAL POWER ~25% p.a. CAGR Flexible Fossil Power Generation - 12/03/2014 P 17

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