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Placeholder confidentiality disclosure. Edit or delete from layout master if not needed. Use this second line if additional confidentiality disclosure information is required. © 2017 General Electric Company. All rights reserved. James Maughan Senior Executive and General Manager Cores and Castings GE Power Meet The Energy Leaders TU Delft November 17, 2017

Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

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Page 1: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Placeholder confidentiality disclosure. Edit or delete from layout master if not needed.Use this second line if additional confidentiality disclosure information is required.

© 2017 General Electric Company. All rights reserved.

James MaughanSenior Executive and General ManagerCores and CastingsGE Power

Meet The Energy LeadersTU DelftNovember 17, 2017

Page 2: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

An item of interest from reading the news on the way over

Nelson Bryant (USA) receiving from André Duijghuisen (NL) the knife he lost when parachuting into the Netherlands on Sept 17, 1944.

Page 3: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Agenda • GE’s role in power generation

• Is the future like the past in power generation?

• Two awesome power technologies

• Fossil fuels vs renewable energy

• What choice would you make?

p. 3

Order/year

© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 4: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

p. 4© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 5: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

5

GE Power – equipment for any fuel, any region, any need

• $49B revenue

• Expansive global reach… >150 countries

• Leading technology, >1/3 of the world’s power

• ~2,500 GW installed capacity

• >950,000 installed assets

• #1 gas turbine supplier, #4 steam, #2 wind

POWER CONVERSION

PLANT EQUIPMENT HYDRO

GE HITACHI NUCLEAR

OFFSHORE WIND

GASTURBINES

STEAMTURBINES

SOLAR PVAERO

ENGINESONSHORE

WIND

p. 5© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 6: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell
Page 7: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

How did Aviation thinks its future would change in 50 yrs?

de Havilland Comet, 1946

Speculation

Reality

Boeing 787 Dreamliner, 2016

How much will Power and Aviation change in the next 50 years? What technologies will win and lose?

p. 7© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 8: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Power generation orders in the last 50 years

p. 8

China

Asia

Europe

MEA

China

Asia

Europe

N. America

First Nuclear Wave Renewable

China boom

1970s oil crisis

Global boom

Financial Crisis

US boomMEA

By region

By technology

Order/year

Gas boom

The Future

?

The Future

?

GW/yr

GW/yr

© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 9: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell
Page 10: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

GE 9HA Gas Turbine

Page 11: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Gas Turbine Combined Cycle for Power Generation

11

Air Natural

GasGas

Turbine

Hot Exhaust

Steam TurbineGenerators Steam

Power

p. 11© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 12: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

THE HEART OF A COMBINED CYCLE POWER PLANT IS THE GAS TURBINE

• Low installation cost• Low operating cost• Natural gas fired• Cleaner burning• From 5 to 600 MW• Highly efficient• Starts quickly• Follows loads easily

p. 12© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 13: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

How do you ship something that weighs 800 tons?

p. 13© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 14: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

World’s Most Efficient Power Plant

EDF Bouchain in FranceGE 9HA.01, 605-MW

62.22%

p. 14© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 15: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Turbine blades – key to high performance- cast from high-temperature super alloys - complex internal passages for cooling flow

- created by ceramic core inserts during casting

Turbine Blades: My Current Area of Focus

p. 15© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 16: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

GE Cores and Castings: State of the Art facility for the design and development of gas turbine cores and blades

GE Plant, Bldg 66, Schenectady, NY

p. 16© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 17: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Wax in injected around the 3D advanced core in the exact shape of the blade and wax patterns are assembled for shelling

Thumbnail video

p. 17© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 18: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Wax trees are dipped in multiple layers of ceramic slurry

video

Thumbnail video

p. 18© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 19: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Multiple layers make a complete shell, and the internal wax is melted and removed.

p. 19© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 20: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

The shell is filled in a vacuum furnace with molten alloy that solidifies into a single crystal

hot shell on plate from below

shell after casting

metal pour

p. 20© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 21: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Removing the ceramic shell and leaching out the internal core reveals the gas turbine blade within

p. 21© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 22: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

A CT scan shows the detail of the complex internal cooling passages

Thumbnail video of 7HA casting- root to tip

p. 22© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 23: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

An awesome piece of machineryp. 23© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 24: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Even better, efficient gas turbines are replacing coal for power generation, in the US and elsewhere…

Reduction in coal use

p. 24© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 25: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

And help reduce GHG emissions in the USThe switch to natural gas and better efficiency have the biggest impact

p. 25© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 26: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

To everyone’s surprise, the US has been reducing GHG intensity

p. 26© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 27: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

A recent letter from the local paper with dialogue on global warming

p. 27© 2017 General Electric Company. Proprietary. All Rights Reserved.

As engineers and scientists, we need to ensure we stay credible here

Page 28: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

How do you measure the temperature of a gas turbine combustor?

p. 28© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 29: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

How do you measure the temperature of the earth?

Page 30: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell
Page 31: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

35,000 turbine#2 Global supplier

Setting the benchmark for the marine energies industry

First US offshore site

Collaborating with customers as a leading player in the

hydropower market

$10B sales, 80+ countries, 22,000 employees, 400GW installed base

GE is big in Renewable Energy

Onshore Wind Offshore Wind Hydro LM Wind PowerInsourcing blade mfg. to

strengthen GE’s supply chain

Page 32: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

GE wind turbines are awesome machines…

GE’s 2.0-116 onshore turbine

- 2 MW and 116m rotor diameter

- 53.3% gross capacity factor at 7.5 m/s

- 57 meter blades

-127m tower heights

- sophisticated technology for loads, wake control, and reliability

p. 32© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 33: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

…and I love climbing them and spreading the word

p. 33© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 34: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

...and I thought you might enjoy a brief tour

p. 34© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 35: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

But they weren't always awesome:

p. 35© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 36: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

GE gradually replaced everything with our designs, internal manufacture

Blade Design and Manufacture

Blade Pitch System

Controls

Power Converter Electrical

System

Redesigned systems introduce GE technology

Gearbox

p. 36© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 37: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

And the result was a huge increase in turbine availability

60%

65%

70%

75%

80%

85%

90%

95%

100%

ME

AN

AV

AIL

AB

ILIT

Y [%

]

WEEK

Core Fleet Performance

equal to output of 4,000 turbines

p. 37© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 38: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell
Page 39: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

1450

18,729

55,270

80,972

118,000

7

$3.24

$1.30 $0.97 $0.79

$0

$1

$2

$3

$4

$5

$6

$7

$8

0

20000

40000

60000

80000

100000

120000

'05 '10 '15 '20e '25e

GW $/wattCumulative (GW)

’02 ‘06 ‘09 ‘12 ‘16*

3174

159

283

~415GW~12

~9.5

~6.5

<5

Wind and Solar costs keep dropping and installations keep growing

Wind Power cost (¢/kWH)

~15

Cumulative (MW)

Solar PV installed cost

($/watt)

p. 39© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 40: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

And countries keep setting records for wind and solar output

p. 40© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 41: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

So why do electricity prices keep going up?

grid fee

renewable fee

generation fee

p. 41© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 42: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Renewables is duplicate capacity not additional capacity.

• What is the minimum, not the maximum?• Conventional fuels are used less but everything still needed as backup.

p. 42© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 43: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Even renewable energy advocates like me want reliable power

I won’t buy a car that starts just 11% of the time?

I don’t want to use my factory just 32% of the time.

I don’t want to turn off appliances on calm

days?

The reality is, you and I need dependable power

p. 43© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 44: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

In addition, wind and solar put pressure on the grid….

• Mid-day excess solar power can drive conventional production and prices down

• Conventional sources must ramp power quickly as sun sets

p. 44© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 45: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

…and put pressure on conventional power producers

•RWE pays for the same assets but gets less revenue.

•Can Germany allow RWE to go bankrupt?

p. 45© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 46: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

But what about storage?

'15 '17 '20 est. '25 est.

<2 GW

4.6 GW

4-hr Battery System Cost

($/kWh)

~$600

~$259 ~$200

>10 GW

~0.5 GW

~$350

0

50

100

150

$6

00

$5

50

$5

00

$4

50

$4

00

$3

50

$3

00

$2

50

$2

00

$1

50

$1

00

System Cost ($ / kWh)

Freq. Reg.

Peak shifting, same day

Global storage(annual GW)

Peak shifting, next day

Rapid start

p. 46© 2017 General Electric Company. Proprietary. All Rights Reserved.

As costs comes down, opportunities go up.

Potential for storage applications (cumulative, US)

Page 47: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

But even significant battery storage has a small impact on overall grid

20

25

30

35

40

45

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

Th

ou

san

ds

Hr of the day

California Peak Demand Day (July 27, 2016)*

6 hrs

GW

• 20% solar and wind

• Potential for 4GW to battery storage early in day

- $4.5B- appx 2x total global capacity today

• 14.7 GWhr of shift that day- 3% of total CA annual demand

• Need smaller peak in conventional production later in day.

• Gas turbine capacity factor drops from 46 to 43%

Total demand

* Based on CAISO data. 231 TWH of total annual load in 2016, with ~13% coming from solar and 7% from wind generation. Renewable generation based on CAISO daily renewables watch for July 27 2016.

Conventional production

Wind + Solar

Store excess power and shift to later in the day

p. 47© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 48: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Renewables costs are getting competitive

Coal $ 3,100 /kwNat gas $ 970 Nuclear $ 5,800 Wind $ 1,700 Solar PV $ 2,300

Equipment and installation cost Operating cost

Coal $ 35 /MWhrNat gas $ 35 Nuclear $ 20 Wind $ 12 Solar PV $ 9

But, again, is cheap intermittent power as good as expensive reliable power?p. 48© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 49: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Consequently, renewables is growing fast but is a small slice of total pie

p. 49© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 50: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell
Page 51: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Problem 1: Human sufferingThe Economist, Chart of the Day, November 8, 2017

Africa• more people in Ethiopia have cell phones

than access to electricity• ~600,000/yr die from indoor cooking

India“It’s a matter of shame that 68 years after independence we have not been able to provide a basic amenity like electricity.”

- Piyush Goyal, Minister of Power, India

p. 51© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 52: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

Problem 2: Long term global impact

Page 53: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

So, what would you do with $1B?

choice of power source

households that will get

power

availability of that power fuel cost

availability of fuel

greenhouse gas impact

coal 700,000 98% $4/MWhr good very high

natural gas 1,900,000 98% $3/MWhrpipeline or LNG tanker

high/moderate

nuclear 350,000 98% $1/MWhr good none

solar 880,000 15% freemost

locationsnone

solar - with storage 40,000 70% freemost

locationsnone

The answer is not obvious

p. 53© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 54: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

My guess is that the future will not be too different from the pastglobal electricity generation by fuel

20252015

~31KTWh

Gas

OilNuclear

Hydro

Wind

~24KTWh

Coal

Other Ren.Solar

Efficiency Gain

Gas

Oil

Nuclear

Hydro

Wind

Coal

Other Ren.Solar

p. 54© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 55: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell

55

All this and more will be part of the solution.

• Remarkable advances in the past; progress still being made

• We will need multiple options

• And engineers like us will be part of the solution

POWER CONVERSION

PLANT EQUIPMENT HYDRO

GE HITACHI NUCLEAR

OFFSHORE WIND

GASTURBINES

STEAMTURBINES

SOLAR PVAERO

ENGINESONSHORE

WIND

p. 55© 2017 General Electric Company. Proprietary. All Rights Reserved.

Page 56: Meet The Energy Leaders TU Delft November 17, 2017 GE … · - created by ceramic core inserts during casting Turbine ... development of gas turbine cores and blades GE ... hot shell