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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

PV and Utilities

Gaëtan Masson,

IEA PVPS Task 1 Operating Agent

Director, Becquerel InstituteVice-Chairman, European PV Tech. Platform

Bangkok, 3 Sept 2015

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PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

Competitive PV

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PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

Declining PV LCOEs

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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

Competitiveness with Gas

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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

PV & Utilities

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(Main) Utilities Businesses

illumin.usc.edu

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What to do ?

• Produce PV components• Build PV plants• Own PV plants• Operate & Maintain PV plants• Trade PV electricity and ancillary

services

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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

2 Distinct PV WorldsDistributed PV

Centralized PVProsumers

ProducersGrid injection, PPA,

competition withutilities generation

business

Self-consumption,energy effiency, gridparity, competition

with utilitiesdistribution business

Onetechnology

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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

2 Distinct PV WorldsDistributed PV

Centralized PVProsumers

ProducersIntegrate PV plants to

electricity portfolios

Avoid losing turnoverdue to PV adoption bytraditional customers

Onetechnology

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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

Some Business Models• Sell PV systems and maintenance to retail

customers• Rent PV systems to retail customers• Sell shares of PV against advantages (free

electricity, reduced rates…)• Integrate PV in its own portfolio

• Maintain & Operate PV systems for other companies

• Aggregate & Trade PV electricity on the

markets (OTC or regulated)

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IEA INTERNATIONAL ENERGY AGENCY

PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

In summary …Competitiveness ? Which Incentives ? Which Business Models

Market Integration ? Cost of financing Quality & Reliability

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PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

The Next Step in Evolution

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PHOTOVOLTAIC POWER SYSTEMS PROGRAMME

www.iea-pvps.org

Thank you for your attention