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Velkommen
”Sådan skabes der succes for den danske værdikæde i et globalt offshore marked!”
Agenda
Velkommen og bordet rundt
Oplæg
- Ulrik Stridbæk, Vice President, Head of Regulatory Affairs, Ørsted
- Ove Bolander Johansen, Business Development Manager, Scanel International
Borddrøftelser
Paneldebat
Tak for nu og frokost på 2. sal.
Ulrik Stridbæk Vice President, Head of Regulatory Affairs Ørsted
Let’s create a world that runs entirely on green energy
17 January 2019Ulrik StridbækVice President, Head of Regulatory AffairsULSTR@orsted.dk
5
Significant transformation of Ørsted over the past decade
5.3
22.5
2006 2017
88%
10%
12%
2006 2017
90%
2017
10%24%
60%
16%
2006
90%
O&G WP
Danish utility
Domestic
International
Business transformedShare of capital employed%
International expansionShare of operating profit (EBITDA)%
Operating profit (EBITDA) quadrupledDKK bn
4.2x
6
Ørsted transformed from black to green energy
202020172006 2023
17
64
80
95
2007 2017 2020
151
20
2023
452
100
Share of green power
%
CO2-emissions
g / kWh
-96%
Levelized Cost of Electricity, offshore wind projects, 2014-2017
EUR/MWh1
7
We have brought the cost of offshore wind down below conventional power plants
156
124
102
68 65 6270 72
East Anglia 2015
Walney Extension
2014
Horns Rev III2015
Hornsea 2
2017Kriegers Flak
2016Cluster 1
2017Gas1 Coal1
‒60%
Unparalleled experience and track recordØrsted offshore wind global footprint
Walney Extension
West of Duddon Sands
Westermost Rough
Isle of Man
Walney 1 & 2
Barrow
Burbo Bank Ext.
Burbo Bank
Gunfleet Sands 3
Gunfleet Sands 1 & 2
Lincs
London Array
Race Bank
Horns Rev 1 & 2
Hornsea 1
Anholt
Vindeby
Nysted
Borkum Riffgrund West 1&2
Borkum Riffgrund 2
Borkum Riffgrund 1
Gode Wind 1
Gode Wind 4
Gode Wind 2
Bay State Wind
25 offshore wind farms
in operation
5 offshore wind farms
under construction
20
Partnerships
25+ years of experience
and track record in the
offshore wind power sector
1991 2018
3.4 GW
under
construction
~ 2,300
Dedicated
employees
5.6 GW Constructed
capacity
15 million
people with
clean
electricity
~ 1,100
turbines
World's
leading
operator
Coastal Virginia
Avedøre
Under construction
In operation
Under development
Decommissioned after 25 years
Asia Pacific
Formosa 1.1Formosa 1.2
North America Europe
Greater Changhua projects
OWP West
Ocean Wind
Hornsea 2 Hornsea 3 & 4
Borssele 1&2
Today it is mainly an European game
Revolution Wind
Gode Wind 3
Block IslandSouth Fork
Garden StateSkipjack
Ørsted Offshore, December 2018
By 2030 offshore wind power will be truly global…
Strong growth in established and new offshore wind power marketsInstalled capacity, GW
29.9
7.1
54.0
67.8
20302020
43.5
2005 2015
10.9
9.2
2025
24.3
3.9
0.7
11.9
33.5
129.0
77.3
+1.1GW
+4.3 GW
+8.8 GW
+10.3 GW
%#
Americas Asia Pacific Europe
GW addition/year CAGR
33%
23%
18%
Source: Bloomberg New Energy Finance (BNEF), 1H 2018 offshore wind market outlook
11%
Ørsted Offshore, December 2018
Offshore wind capacity with firm political commitment1
The UK government has a CfD roadmap with bi-yearly auctions of 2-4GW towards 2030 to reach 30GW
Target of 15GW offshore wind by 2030
MA 2027 (2035) target: 1.6 (3.2) GW. VA 2028 target: 2.0GW.NJ 2030 target: 3.5GW. NY 2030 target: 2.4GW.
Offshore Wind Energy Roadmap 2030 outlines 11.5GW by 2030 through 1GW per year post 2023
Outlined plan for three 800MW (2.4GW) offshore wind projects before 2030 by the Danish Government leading to a total of 5GW in 2030
Current 2025 target of 5.5GW which has already been reached through grid allocation and price auction
Targets in existing footprint markets
Targets in next horizon markets
~81GW
The Indian government has target of 5GW before 2022 and 30GW by 2030
The South Korean government has a total wind target of 18GW by 2030 of which 13GW is allocated to offshore wind
Authorities of Belgium have announced plans for offshore wind targets of 2.2GW by 2020 and 4GW by 2030
France has a 2023 target of 3GW installed and 6GW in the pipeline post 2023
~46GW
Note 1: Firm political commitment is defined by a country’s public offshore wind target by 2025/2030
513
300
714
Lincoln Clean Energy’s geographical footprintPortfolio overview at time of acquisitionMW 1
Ørsted is investing in onshore wind energy as well
Corporate HQOperational and constructionNear-term development
Chicago, IL
Dermott
Wind
253MW
Willow Springs
Wind
250MW
Plum Creek Wind
230MW
Sage Draw Wind
300MW
Oak Solar
10MW
Lockett
184MW
Tahoka
Wind
300MW
Total by 2022
Construc-tion
Opera-tional2
Pipeline(post-2020)
Near-term develop-
ment
Total by 2020
~1,000 ~2,500
100% PTC 60% PTC
ERCOT (Electric Reliability Council of Texas)
MISO (Midcontinent Independent System Op.)
SPP (Southwest Power pool)
~30%
~10%
~60%~2,500MW
1. Potential future capacity based on LCE’s existing project pipeline at time of the acquisition
2. Operational portfolio includes 10MW of Solar PV
3. Including pipeline post-2020
1,527
Ørsted Offshore, December 2018
Estimated gross investments, 2019-2025DKKbn
Ørsted green growth investments towards 202511
Committed capital spend without continued European
farm-downs
Bioenergy + Customer Solutions
3.8GW awarded offshore wind
Offshore wind pipeline Onshore Expected growth capital spend
40-45
~200
Ørsted Offshore, December 2018
Q&A
Ove Bolander JohansenBusiness Development Manager
Scanel International
World-famous in Denmarkand The Bahamas and Britain and Norway and
Cameroon and Poland and the US and Singapore
and Germany and Spain and over 40 other countries
Vindindustrien 17.01.19
Established 1991
Frederikshavn, Denmark
Esbjerg Denmark
Korsør Denmark
Lindø Denmark
Skagen Denmark
Strandby Denmark
Aalborg Denmark
Baltimore USA
Cuxhaven Germany
Hull England
Rygge Norway
Szczecin Poland
Taipei Taiwan?
Currently 300+ staff from Denmark, Sweden, Poland, Finland, Ireland, Ukraine, England
Company language: English. Employment requirement: Minimum business-level English
Most staff speak Danish and Scandinavian. Many staff speak German. Some staff speak Polish, Romanian, Finnish and/or Russian.
Headquarter
Departments
Subsidiaries
We are here – and we can be anywhere the customer needs us to be.
Scanel quickly establishes pop-up sites anywhere in the world the customer needs us.
Privately owned by 2 50/50 owners
Scaffolding &
rigging
Rope
access
Painting
Mechanical
Electronics
Commissioning
Electrical installation
Service & maintenance
Troubleshooting & tests
Remote monitoring
operation systems
Warehousing
Cabling
High - voltage
Project supervision
Design & engineering
Project management
Electro mechanics
HVAC & piping
QC / Inspection
Lighting
Crew transfer
vessels
Crane
service
Helitransfer
Hydraulics
• Har arbejdet på alle kommercielle offshore windfarms, der er bygget efter 2012 et eller flere steder i supply chain.
Kerneområder i vind:
• El installation i 894 fundamenter siden 2013 +245000 timer. (+100 i ordrebøgerne)
• El design og engineering i en del af ovenstående
• Preassembly hos flere OEM’er. Naceller og tårne. +400 tårne
• GIS installationer on- og offshore. Hornsea 1
• HV arbejde generelt
• Installation, commissioning, service
”Ka’et nå betål sæ?”
Etablering på Taiwan:
5,5 GW 2025 – 10-11 GW 2030
Udfordringer:
AdvokaterSet-up
Skat – overskud – moms - told
Bankforbindelse Adresse/KontorRevision
Local content Arbejdskraft og regler
Samarbejdspartnere Egen arbejdskraft JV
Borddrøftelser
Hvad er jeres egen erfaringer ift. de globale markeder?
Formuler 1-3 spørgsmål som panelet skal drøfte.
Paneldebat
Tak for nu!
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