Energy transition: towards electricity without CO 2 - Kenergia.it
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34th International Conference on Efficiency, Cost, Optimization, Simulation and Environmental Impact of Energy System
Giovanni Simoni
CEO Kenergia
Energy transition: towards electricity without CO2
30th June 2021
30/06/2021 Kenergia srl - All rights reserved 1
Kenergia Srl
Rain Water Storage Solution Solar Breeder
Grid Parity 2 Srl
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INDEX 1. THE ORIGINS OF PV 2. THE CLIMATE CHANGES 3. THE DEVELOPMENT OF PV 4. THE PV TO OPTIMISE THE LAND USE EFFICIENCY: AGRIVOLTAICS 5. THE PROBLEMS OF “PV PERMITTING” IN ITALY 6. CONCLUSION 30/06/2021 Kenergia srl - All rights reserved 3
1. THE ORIGINS OF PV
PV is now the most important technology
for the green revolution of the electricity
production in the world.
It took 40 years to
achieve this goal! In 1980 c-Si solar cell thickness was 600 µm,
with silver micro-grid.
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1. THE ORIGINS OF PV
In Italy, the first commercial PV cells entered the «market» in
1980-1981.
Pragma SpA (an ENI company) was the first PV factory in
Europe.
PV factory Number of PV factory
In 1987 production: workers:
1 MW/year 100
PV factory Number of PV factory
In 2021 production: workers:
3000 MW/year 100
«Fiera di Genova» in 1980 was the first international solar
energy exhibition.
Productivity increased by 3000 times!
Source: Kenergia - http://www.kenergia.it/storia-fotovoltaico/
30/06/2021 Kenergia srl - All rights reserved 5
1. THE ORIGINS OF PV
In 1981 commercial PV module efficiency was
[2]
8÷10% while the price was 12$/Wp (for a
minimum production at least of 26kWp). The 2018
record lab cell efficiency was > 22%[1].
Today, the average PV module efficiency is
about 20% (the same value of lab cell
efficiency in 1981).
Sources: [1] Ing. Simoni – Conferenza Nazionale sull’Energia 1987 – «Prospettive di sviluppo per il settore fotovoltaico, proposta per un programma
decennale».
[2] Fraunhofer ISE – «Photovoltaics report» 2020.
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1. THE ORIGINS OF PV
[3] Thanks to the simplification of the PV
module industrial production process,
material usage for silicon cells has
been reduced significantly during the
last 13 years from around 16 g/Wp to
less than 4 g/Wp due to increased
efficiencies, thinner wafers and wires
as well as larger ingots.
This played a central role in the
decrease PV solar cells price,
together with other factors as
“economy of scale” and increase of
the efficiency.
Sources: [3] Fraunhofer ISE – «Photovoltaics report» 2020.
30/06/2021 Kenergia srl - All rights reserved 7
1. THE ORINGINS OF PV
[4]
While the cost of solar module has
declined significantly over the years, in
2005 the cost of PV electricity was at
least 10 times higher than the market
price.
The Italian Governement adopted an
aggressive incentives policy (initially
more than $550/MWh!). This lead to a
world wide installation record in the
2011 of 9,5GW!
EU Directive 2001/77/EC
(«RES Directive»)
Source: [4] BloombergNEF – «Global Solar Investment Report State of solar markets and role of concessional finance in ISA member countries” 2020.
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1. THE ORIGINS OF PV
COMPARISON BETWEEN INCENTIVES AND GAS SAVINGS IN
B€ “SCENARIO +2” [5] Scenario +2 was chosen as the "base scenario"
2033: cumulative savings > that resulting from the SEN, in the most
PV total incentives
2013 cautious assumption for the increment of the
2022: equilibrium annual gas price.
costs/savings
The graph represents a synthesis of results of
the comparison between the real cost of the
incentives paid in the bill and the actual savings
obtained in terms of natural gas imports.
2050: Net result
+ € 89 bilion • In 2022 the annual savings in fossil fuel
imports exceed the annual cost of
Net investment Return on investment
incentives.
Net economic return Difference between annual savings/costs
Real annual cost Real annual cost saving
• In 2033 the cumulative savings exceeds the
Source: [5] Ing. Giovanni Simoni – QualEnergia - «Il sole che fa bene al Paese» 2013. total PV incentives.
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2. THE CLIMATE CHANGES
GREENHOUSE GLOBAL GAS EMISSIONS
2021
Total: 33.0 Gt CO2
2021
Total: 33.0 Gt CO2
Global energy-related CO2 emissions by sector [8] Global energy-related CO2 emissions, 1990-2021 [9]
Source: [8] International Energy Agency (IEA), Global energy-related CO2 emissions by Source: [9] International Energy Agency (IEA), Global energy-related CO2 emissions,
sector, Paris https://www.iea.org/data-and-statistics/charts/global-energy-related-co2- 1990-2021, Paris https://www.iea.org/data-and-statistics/charts/global-energy-related-co2-
emissions-by-sector emissions-1990-2021
30/06/2021 Kenergia srl - All rights reserved 102. THE CLIMATE CHANGES
[10] Human activities
are estimated to
have caused
approximately
1.0°C of global
warming above
pre-industrial
levels, with a likely
range of 0.8°C to
a) It Represents the ΔT of global warming in the hypothesis both to reach 1.2°C.
CO2 global emissions net-zero in 2055 and to begin the decrease of other Global warming is
greenhouse gas emissions (non- CO2) in 2030.
likely to reach
b) best-case scenario: it represents ΔT of global warming in hypotesis to
reach CO2 global emissions net-zero in 2040, limiting global warming to
1.5°C between
1,5°C. 2030 and 2052 if it
c) worst-case scenario: it represents ΔT of global warming in hypotesis to continues to
not begin the decrease of greenhouse gas emissions (non- CO2) in 2030. increase at the
current rate.
Estimated anthropogenic global warming is currently increasing at 0.2°C per decade due to past and
ongoing emissions.
Source: [10] International Panel on Climate Change (IPCC) – «Global Warming of 1,5°C» 2018.
30/06/2021 Kenergia srl - All rights reserved 11[11] 2. THE CLIMATE CHANGES
GLOBAL CONTEST: THE 2050 NET-ZERO STRATEGY
Many countries have already fixed at 2050 the
date to net-zero the use of fossil fuels as
primary sources for the production of energy
both in electrical and thermal form.
The EU aims to be climate-neutral by 2050 –
an economy with net-zero greenhouse gas
emissions. This objective is at the heart of
the European Green Deal and in line with the
EU’s commitment to global climate action
under the Paris Agreement.
Source: [11] International Energy Agency (IEA) – «Net-zero by 2050» 2021.
30/06/2021 Kenergia srl - All rights reserved 122. THE CLIMATE CHANGES
Ever‐cheaper renewable energy
[12]
technologies give electricity the edge in
the race to zero.
Our pathway calls for scaling up solar
and wind rapidly this decade, reaching
annual additions of:
+ 630 GW PV
By 2030
+ 390 GW WIND
By 2030
Source: [12] International Energy Agency (IEA) – «Net-zero by 2050» 2021.
30/06/2021 Kenergia srl - All rights reserved 132. THE CLIMATE CHANGES
EUROPEAN GREEN NEW DEAL
As part of the European Green Deal, the Commission proposed in September 2020 to raise the 2030 greenhouse
gas emission reduction target, including emissions and removals, to at least 55% compared to 1990.
Key targets for 2030 [13]:
At least 40% cuts
in greenhouse gas
emissions (from 1990 levels)
At least 32% share
for renewable energy
At least 32.5% improvement
in energy efficiency
Source: [13] European Commission website - https://ec.europa.eu/clima/policies/strategies/2030_en
30/06/2021 Kenergia srl - All rights reserved 142. THE CLIMATE CHANGES
ITALIAN GREENHOUSE GAS EMISSIONS [15]
Green Deal
Per sector
Primary balance
Electrical sector
Waste
Agriculture Transport Heating and transport sector
and Breeding
Chemical Processes
Heating
Other sectors
Electrical Energy
Total emissions
73% of emissions are producted by the energy
sector.
Source: [15] Elettricità Futura – «Audizione Commissione X – Attività produttive, commercio e turismo» 2021
30/06/2021 Kenergia srl - All rights reserved 152. THE CLIMATE CHANGES
ITALIAN PNIEC TARGETS [16]
To achieve Green Deal targets Italy will have to: Evolution of renewable capacity by 2030
• Update the PNIEC (Piano Nazionale Integrato per Bio and Geothermal Innovative RES
Energy (PNRR)
l’Energia e il Clima) according to European Green Deal
targets.
Bio and Geothermal
Energy
• To install new 65 GW of renewable energy by 2030
(70GW including PNRR), increasing highly the rate of Hydro
annual installations.
Hydro PV PV
• To fix new regional targets of renewable energy
Wind
development (burden sharing).
Wind
• Regional permitting managers will have to be more
responsible to achive new targets.
Preliminary balance 2020
Source: [16] Elettricità Futura – «Audizione Commissione X – Attività produttive, commercio e turismo» 2021.
30/06/2021 Kenergia srl - All rights reserved 162. THE CLIMATE CHANGES
ITALIAN ELECTRICAL PENETRATION [16]
Comparison between the percentages of the penetration Electrical demand (annual variation, left axis, %)
of the electric carrier in 2017 between the various EU-28 Index 2005=100 and share of final consuption (avarage
countries. [17] 3 years, right axis) [18]
Sources: [17] Elettricità Futura – «Vettore Elettrico: lo scenario attuale e le prospettive future» 2019.
[18] Agenzia Nazionale per le nuove tecnologie, l’energia e lo sviluppo economico sostenibile (ENEA) – «Analisi trimestrale del sistema
energetico italiano 01/2021».
30/06/2021 Kenergia srl - All rights reserved 172. THE CLIMATE CHANGES
ITALIAN GREEN NEW DEAL TARGETS [19]
With the current trend the «2030 targets» will be reached in 2085
+ 7 GW/year
are the annual installation of renewable
plants to reach the 2030 Green Deal
target.
+ 0,8 GW/year
Is renewable capacity of 2020 of which 120
MW PV utility scale (-50% of 2019) and 85
MW wind (-80% of 2019).
INITIAL TREND
Source: [19] Elettricità Futura – «Audizione Commissione X –
Attività produttive, commercio e turismo» 2021.
30/06/2021 Kenergia srl - All rights reserved 183. THE DEVELOPMENT OF PV
PV
PV POWER EVOLUTION AND PV
P installed
PLANTS NUMBER IN ITALY [6] YEAR
[MW]
2019 757
2018 426
2017 399 «Conto Energia»
2016 382 I Conto Energia D.M. 28th
2015 307 july 2005 and D.M. 6th
february 2006;
2014 409 II Conto Energia D.M. 19th
2013 1.400 february 2007;
2012 3.654 III Conto Energia D.M. 6th
august 2010;
2011 9.539
IV Conto Energia D.M. 5th
2010 2.328 may 2011;
2009 781 V Conto Energia D.M. 5th
2008 344 july 2012.
Source: [6] Gestore dei Servizi Energetici (GSE) – «Rapporto statistico solare fotovoltaico 2020».
30/06/2021 Kenergia srl - All rights reserved 193. THE DEVELOPMENT OF PV
LOW RENEWABLE COSTS ALLOW TO POWER PAST
COAL [7]
2021 Renewable electricity costs have fallen sharply over
the past decade, driven by improving technologies,
economies of scale, increasingly competitive supply
chains and growing developer experience.
Since 2010, utility-scale solar PV power has
shown the sharpest cost decline at 82%.
Source: [7] International Renewable Energy Agency IRENA 2021 - https://www.irena.org/newsroom/articles/2021/Jun/Low-Renewable-Costs-Allow-To-Power-Past-Coal
2021. 30/06/2021 Kenergia srl - All rights reserved 204. THE PV TO OPTIMISE THE LAND USE EFFICIENCY: AGRIVOLTAICS
ITALIAN CONTEST: PV LAND USE
During the years the ratio between
PV land use and power installed
[ha/MW] decreased thanks to the
increase in the PV module ratio
between power and area [W/m2]:
➢ In 2008 P= 250 W 2 m2
➢ Today P= 500 W 2 m2
Target of Total PV
new PV land for
1,43 50.000
+35 GW power on PV Land the target
ha/MW ha
the of new 35
ground GW
[20]
Source: [20] Elettricità Futura – «Audizione Commissione X – Attività produttive, commercio e turismo» 2021.
30/06/2021 Kenergia srl - All rights reserved 214. THE PV TO OPTIMISE THE LAND USE EFFICIENCY: AGRIVOLTAICS
To reach the 2030 target in Italy we need to built 35GW of PV on land (PVL). A global investment of around €25
billions in less than 10 years! A large part of PVL should use agricoltural land: the so called Agrivoltaics (AGV).
The AGV plant, to be accepted by local Authorities, must consider a strong priority to agricoltural production..
AGV can [21]:
1. Contribute to a responsible use of natural resources such as land and water;
2. Promote sustainable agricultural practices;
3. Increase the EU’s agriculture resilience to climate change and other shocks and stresses;
4. Enable sustainable development in rural areas through higher yields and new business opportunities.
Source: [21] SolarPower Europe – «Agrisolar Best Practise Guidelines» Version 1.0, 2021.
30/06/2021 Kenergia srl - All rights reserved 225. THE PROBLEMS OF “PV PERMITTING” IN ITALY
PV “Autorizzazioni Uniche” requested in Italy PV “Autorizzazioni Uniche” issued in Italy
20 GW of PV “Autorizzazioni Uniche” requested in Italy in 1,4 GW of PV “Autorizzazioni Uniche” issued in Italy from
the last 3 years [22] 2016 to 2020 [22]
Source: [22] Energy & Strategy Group, Politecnico di Milano School of Management – «Renewable energy Report 2021».
30/06/2021 Kenergia srl - All rights reserved 236. CONCLUSION
- In Italy, like in many other countries, PVL and AGV are playing the basic role in the energy transition.
- A correct combination of agricultural production and electricity generation on the same land is a basic
condition to reach the 2030 enviromental target.
- This is not an easy task for the different conditions to be satisfied:
a) no soil food consumption;
b) acceptance by farmers to work on the same land with electrical operators;
c) financial and economic agreements;
d) Landscape integration of the PVL.
- Kenergia is investing in a new approach to the projects, and we are very confident on our Hybrid
Methodology that will demonstrate the economic convenience for all the involved stakeholders.
30/06/2021 Kenergia srl - All rights reserved 24Contact
Giovanni Simoni
g.simoni@kenergia.com
www.kenergia.com
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