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The New Wind Energy Market in Vietnam
From the Perspective of a Turbine Manufacturer
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 2
1 ENERCON GmbH
2 New Markets and South-East Asia Experiences
3 Wind power in Vietnam
Agenda
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 3
ENERCON – overview
• Headquarter Aurich, Germany
• Employees > 17,000
• Production facilities (national) Aurich, Emden, Magdeburg, Haren
• Production facilities (international) Sweden, Brazil, Turkey, Portugal, Canada,
Austria, France
• Production area 870,000 m² (as of 2013)
• Sales offices 8 domestic; 24 international
• Service stations more than 300 worldwide
• Logistics - E-Ship 1 (transport ship)
- e.g.o.o. Eisenbahngesellschaft Ostfriesland-Oldenburg mbH
- Mobile cranes up to 1,600 t
- Hundreds of service vehicles
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 4
Market share by installed capacity worldwide, 2014 in %
ENERCON is the fifth largest manufacturer of wind turbines worldwide.
source: Navigant Research (03/2015): “World Wind Energy Market Update 2015”
Vestas 12.3%
Siemens 9.9%
GE Wind 9.1%
Goldwind 9.0%
ENERCON 7.8%
Suzlon Group 5.8%
United Power 5.1%
Gamesa 4.7%
Mingyang 4.4%
Envision 3.8%
Others 28.2%
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 5
Market share by installed capacity in Europe, 2014 in %
Also on an European level, ENERCON is among the leading manufacturers.
source: Navigant Research (03/2015): “World Wind Energy Market Update 2015”
ENERCON 28.7%
Vestas 25.8%
Siemens 16.4%
Suzlon Group 12.1%
Nordex 8.7%
GE Wind 4.7%
Gamesa 2.1%
Goldwind 0.4%
Acciona 0.4%
Others 0.4%
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 6
Market share by installed capacity worldwide, 2014 in %
ENERCON is the fifth largest manufacturer of wind turbines worldwide.
source: Navigant Research (03/2015): “World Wind Energy Market Update 2015”
Vestas 12.3%
Siemens 9.9%
GE Wind 9.1%
Goldwind 9.0%
ENERCON 7.8%
Suzlon Group 5.8%
United Power 5.1%
Gamesa 4.7%
Mingyang 4.4%
Envision 3.8%
Others 28.2%
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 7
Installed power capacity over time
Over 22,220 ENERCON turbines produce more than 33,200 MW worldwide (as of December 2013).
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Installed power (Export)
Installed power (Germany)
Cumulative power
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 8
Global activities of ENERCON
ENERCON is active in an increasing number of emerging markets.
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 9
Agenda
1 ENRCON GmbH
2 New Markets and South-East Asia experiences
3 Wind power in Vietnam
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 10
Enercon New Markets – Costa Rica and Uruguay
COSTA RICA
Enercon in Costa Rica since 2008, installed
72 turbines with 64.8 MW capacity.
URUGUAY
Enercon this year installing first 24 turbines
with 55.2 MW capacity this year.
Lessons learnt
• Important to have local teams to support the process and
make sure required scope is met. This will also alleviate
issues due to time and culture differences
• Larger wind farm layouts pays-off because of high crane
costs, - compared to single turbine installations
• Cost savings by using local workforce for road
construction, cabling, and foundation construction
• Service more expensive due to obstacles in custom
clearance and transportation time/costs of spare parts.
• Employee retention for service workers difficult due to
high level of training make them valuable on market
Permissions difficult to get, which have limited the number of new wind farms
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 11
Enercon Asia – Japan and Taiwan
JAPAN
• Conditions Good wind, 7-8 m/s,
• Potential capacity > 5,000 MW
• Feed-in-tariff Yes
Enercon in Japan since 1998, installed 250
turbines with 396,65 MW capacity. TAIWAN
• Conditions Strong wind (8-9 m/s)
• Potential capacity Around 1,600 MW
• Feed-in-tariff Yes
Enercon in Taiwan since 2001, installed
200 turbines with 416.5 MW capacity.
Japan and Taiwan had success with feed-in-tariff as investment tool – and have more than 6 GW installed
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 12
Agenda
1 ENERCON GmbH
2 New Markets and South-East Asia experiences
3 Wind power in Vietnam
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 13
Vietnam - Situation
Wind maps and yield estimates show that Vietnam is one of the most interesting
countries in regard to wind in the region. Places for wind farms are mapped out,
and a pipeline of possible projects are ready – and have been so for quite a while.
More capacity is needed. Estimates for a tripling of the energy need within the
next 20 years makes energy generation a key issue in keeping the development
ongoing.
A political framework is being created, for example wind is included in the
Vietnamese governments Master Plan (PDP) and several incentives are available
for renewable energy generation.
The grid code is currently under development to accomodate a higher mix of
energy sources. This is important to ensure that the energy sources helps maintain
a stable power supply.
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 14
Vietnam - Challenges
Financing is not readily available for wind projects. There is still a lack of
investors that have been convinced on the profitability of wind in Vietnam. Two
main factors:
• Feed-in Tariff is currently too low when we compare with other countries
where Enercon is present, a higher FIT would make the wind power
development in Vietnam flourish.
There is a need for a higher FiT or a similar tariff system with long-term
plans, that can support the renewable energy generation.
• The business environment is still immature. Despite the step into WTO
and increasingly business focused legislation, it is still difficult to avoid
corruption which creates unecessary risks when conducting business.
A more detailed framework for wind / renewable energy projects
including clear legislation and transparent responsibilities could mitigate
this.
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 15
Vietnam – Prospects
• Urgent need for energy. Vietnam’s energy need is growing faster
than new capacity is created. Compared to conventional power
sources, wind parks are one of the fastest ways to add extra
power to a grid.
• Salary level is lower than our other Asian markets and there is an
available work force. This makes it financially interesting to let as
much as possible be locally done. It will create jobs in transport,
installation, and also for the service and maintenance.
• We can use locally produced towers which will keep down the
CapEx costs.
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Construction time in years
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 16
Vietnam – Why a Feed-in Tariff (FIT)
• Feed-In Tariff is more efficient. It costs less compared to
quota systems, but increases the installed capacity faster.
• Politics can control the promotion of the development by
rising or reducing the tariffs for each technology.
• FIT with long lifetime will give investments lower interest
rates, because of the guaranteed income of the operator.
• Even during the economic crisis, the German renewable
industry sector grew and so did the installed capacity.
Job creation Germany in renewable energy
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 17
New representative office:
• Close to site and clients in same timezone
• Easier to follow inside knowledge on law changes
• Access to companies for logistics and engineering companies
• Int’l team with experience in Wind and Vietnamese market
Vietnam – Enercon presense in Vietnam
Representative office
Centec Tower
4/F., 72 -74 Nguyen Thi Minh
Khai St.,Dist 3, HCMC 1 • Representative office in HCMC opened this May
2 • Project team will join with first project
3 • Service offices will be established when wind farm opens
© Copyright ENERCON GmbH. All rights reserved. Steffen Brauns, Deputy Regional Sales Manager 18
ENERCON has over 5,500 service employees worldwide
• Service structure overview:
Germany Europe World
13 companies 26 companies 9 companies
131 service stations 170 service stations 25 service stations
Thank you for the attention!
ENERCON GmbH | Dreekamp 5 | D-26605 Aurich
Telefon: +49 4941 927-0 | Fax: +49 4941 927-109