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The Role of Concentrating Solar Power in the Evolving Energy Market in the Western United States Sacramento, California 18 -19 February 2020 Pancho Ndebele, Founder & CEO, Emvelo Group Status of current CSP projects and technology across the World - South Africa -

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Page 1: The Role of Concentrating Solar Power in the Evolving Energy Market … · The Role of Concentrating Solar Power in the Evolving Energy Market in the Western United States –Sacramento,

The Role of Concentrating Solar Power in the Evolving Energy Market in the

Western United States – Sacramento, California

18 -19 February 2020

Pancho Ndebele, Founder & CEO, Emvelo Group

Status of current CSP

projects and technology

across the World

- South Africa -

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Contents

Emvelo Introduction 1

South Africa in an African Context2

South Africa’s Electricity Supply Market3

South Africa’s Renewable Energy IPP Procurement Program 4

South Africa’s CSP Power Plants5

Ilanga CSP1 Performance Snapshot6

The future for CSP in South Africa & the region7

Conclusion7

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1.0: Emvelo Introduction

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1.1: Emvelo Group - Introduction

❖ Emvelo is a 100% African owned green economy

company with interest in renewable energy and green

infrastructure projects.

❖ Purpose - Unlocking Africa’s green economy to deliver

sustainable socio-economic returns for present and

future generations.

❖ In 2009, Emvelo conceived and led the development of

its flagship 100MW (Ilanga CSP1), achieved

Commercial Operation Date (COD) in November 2018.

❖ Emvelo has developed a pipeline of close to 2GW of

utility scale solar projects that are “shovel ready”.

These are located at Upington Ilanga Solar Park

(“Upilanga”), Northern Cape, South Africa.

❖ Ilanga CSP1 is located at Upilanga Solar Park.

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1.1: Emvelo Group - Introduction

Page 6: The Role of Concentrating Solar Power in the Evolving Energy Market … · The Role of Concentrating Solar Power in the Evolving Energy Market in the Western United States –Sacramento,

2.0: South Africa (SA) in a Broader African Context

Page 7: The Role of Concentrating Solar Power in the Evolving Energy Market … · The Role of Concentrating Solar Power in the Evolving Energy Market in the Western United States –Sacramento,

2.1: SA location & Solar Resources - African Context

Direct Normal Irradiance (DNI) Global Horizontal Irradiance (GHI)

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2.2: African Context – Solar Resources & Grid Network

❖ Potential future Continental Electricity Market via the Africa Continental Free Trade Area (AFCTA)

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3.0: South Africa (SA) Electricity Supply – Eskom State Owned Enterprise (SOE)

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3.1: South Africa’s Electricity Supply – Eskom SOE

Source ; Eskom Integrated Report 2018

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3.2: Eskom – Generation, Grid Network & Regional Market

Source ; Eskom Integrated Report 2018

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3.3: Eskom – South Africa’s Load Profile

Source ; Eskom Integrated Report 2018

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3.3: Eskom – South Africa’s PV Profile

Source ; Eskom Integrated Report 2018

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4.0: South Africa’s Renewable Energy Independent Power Producer Procurement Program - (REIPPPP)

Page 15: The Role of Concentrating Solar Power in the Evolving Energy Market … · The Role of Concentrating Solar Power in the Evolving Energy Market in the Western United States –Sacramento,

4.1 South Africa REIPPPP

✓ 6326 MW Procured to Date

✓ Potential Bid Window (BW) 5

BW1 BW2 BW3 BW3.5 BW4 Expedited

· 28 Preferred

Bidders

· 1425MW

allocated

· 150MW CSP

· 19 Preferred

Bidders

· 1040MW

allocated

· 50MW CSP

· 17 Preferred

Bidders

· 1456MW

allocated

· 200MW CSP

· 2 Preferred

Bidders

· 200MW

allocated

· 200MW CSP

· 26 Preferred

Bidders

· 2205MW

allocated

· 0 CSP

· Bid Nov '15

· 1800MW

available

· 450MW CSP

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5.0: South Africa’s CSP Power Plants

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5.1: SA’s CSP Power Plants – Northern Cape Province

✓ 600 MW CSP out of 6326 MW of Renewables Procured to Date

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5.2: SA’s CSP Plants – Mode of Operation & Tariff Structure

✓ TOD = Time Of Day

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5.3: 50MW Bokpoort CSP (9 hrs TES) – Single Tariff

Source ; ACWA Power Bokpoort CSP

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6.0: South Africa’s CSP Power Plants – Ilanga CSP1

Page 21: The Role of Concentrating Solar Power in the Evolving Energy Market … · The Role of Concentrating Solar Power in the Evolving Energy Market in the Western United States –Sacramento,

2.2: National & Provincial Policies

Confidential

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2.2: National & Provincial Policies

Confidential

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2.2: National & Provincial Policies

Confidential

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2.2: National & Provincial Policies

Confidential

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2.2: National & Provincial Policies

Confidential

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7.0: The future of CSP in South Africa and the Region

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7.1: CSP Future in South Africa and the Region – SA Potential

547.6 GW of CSP

Potential Identified

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7.2: CSP Future in South Africa and the Region - Regional

Source ; Power Africa / World Economic Forum (WEF)

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7.3: CSP Future in South Africa and the Region - Localisation

❖ Southern Africa Solar Thermal Electricity Industrialisation

Initiative (SASTEii) – creating a framework for the

deployment of CSP Power Stations, the manufacture

and industrialisation of CSP components in Southern

Africa and to explore the ”airbus model”, where SADC

countries can manufacture different CSP components

for Solar Thermal Power Stations - Creating a link with

the Africa Continental Free Trade Area (ACFTA)

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7.4: CSP Future in SA and the Region – Hybrid PV/CSP

Source ; Upilanga Solar Park - Emvelo & Fieldstone Capital

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8.0: Conclusion

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8.1: Conclusion

❖ As the world transitions to a low carbon future and the goal of attaining “Net Zero”

by 2050

1. CSP with TES has a role to play in the future global energy mix aimed at addressing

the climate change crisis that is upon us.

2. CSP with TES, provides dispatchable and flexible electricity that complements

variable (non-dispatchable) electricity generation allowing higher penetration of low -

cost electricity from wind farms and PV plants.

3. Macro-economic benefits of CSP with TES include, local industrialisation of the

technology, reduction of carbon dioxide emissions, local economic development and

sustainable green jobs.

4. The Western US as the pioneer of the commercialization of CSP which gave birth to

the current global CSP market, can reclaim centre stage in the deployment of CSP

as the world transitions to a low carbon future. Leadership is the Answer!

Page 33: The Role of Concentrating Solar Power in the Evolving Energy Market … · The Role of Concentrating Solar Power in the Evolving Energy Market in the Western United States –Sacramento,

11 Alice Lane : Building 3

Sandton : 2146

Johannesburg

South Africa

Pancho Ndebele : [email protected] : +27 74 349 4336 : +27 10 593 0440

“Where there is no vision, the people perish” Proverbs 29:18