A Rapidly Shifting
Paradigm
====================
Last week we learned that Elon Musk won the bet !
Of erecting / installing / commissioning
a 100 MW capacity Lithium-ion Battery Storage facility in South
Australia , in 100 days ( cost : $ 50 million ) or give it away FREE if not delivered in 100 days !
Now Bloomberg tells us :
South Korea’s Hyundai Electric &
Energy Systems Co is building a 150 MW lithium-ion Battery storage facility in
Ulsan ( near South East coast )
But in 90 days
! And for $ 45 million
!
At $ 0.3 million / MW
, Hyundai facility will be 40 % cheaper than
TESLA’s $ 0.5 million / MW
All within 90 days
!
Next expect the Chinese to build a 1000 MW Battery
Storage for just $ 200 Million ( @ $ 0.2 million / MW )
And in 60
days !
Now with solar power prices dropping
continuously ( @ 20 % per year from
latest Rs 2.4 / kwh ) , it is a matter
of few years before all of our coal-based power plants ( @ Rs 3.2 / kwh ) will become uncompetitive /
unviable , to provide any kind of load balancing during peak / non peak hours
In any case , India is planning to
generate 100 GW of solar power by 2022
BY 2022 , THIS COULD
POSSIBLY COST US LESS THAN RE 1 / KWH !
So , whatever solar power we could
manage to generate when the sun is shining , we MUST
store in batteries for use at night .
We have no choice but to go for huge
Lithium-ion Battery Storage installations , all over India
Possibly , 1000
installations of 100 MW each ,to store those 100 GW of solar power !
Each installation ( on an average ) ,
costing $ 25 Million ? So ,
a total of $ 25 billion
IFC Report estimates that India needs to
invest ( between 2018-30 ) , $ 448 Billion
for Renewable Energy ( approx. $ 35 Billion
every year )
If we do not plan for these large
Battery Installations ( and invite global tenders NOW ) ,
how much of that Re 1 / kwh solar power
( generated during the day time ) will go waste
?
I hope Shri Piyush Goyalji / Shri R K
Singhji / Shri Amitabh Kantji , will examine this
04 Dec 2017
www.hemenparekh.in
/ blogs
From: Hemen Parekh
[mailto:hcp@recruitguru.com]
Sent: 03 December 2017 09:53
To: Cabinet Ministers
Cc: ssbhalla@gmail.com; bibek.debroy@gov.in; ashima@igidr.ac.in; rr1@nipfp.org.in; ratanp.watal@gov.in; ceo-niti@nic.in; cm@maharashtra.gov.in; cmbihar@nic.in; Indian Think Tanks; hcp@recruitguru.com
Subject: THIS WILL ELECTRIFY OUR ECONOMY !
Sent: 03 December 2017 09:53
To: Cabinet Ministers
Cc: ssbhalla@gmail.com; bibek.debroy@gov.in; ashima@igidr.ac.in; rr1@nipfp.org.in; ratanp.watal@gov.in; ceo-niti@nic.in; cm@maharashtra.gov.in; cmbihar@nic.in; Indian Think Tanks; hcp@recruitguru.com
Subject: THIS WILL ELECTRIFY OUR ECONOMY !
Not Good Enough !
=================
Business Line ( 30 Nov ) carries following news report
:
“ Govt may amend Electricity Act to
allow e-vehicle charging stations to sell power “
The Centre is set to make changes to the amendment to the Electricity Act, 2003 to allow electric vehicle charging stations to sell power.
“The NITI Aayog is preparing the roadmap for this. We will propose changes to
the amendment to the Electricity Act,” a government official told BusinessLine.
The Electricity Amendment Bill was introduced in the
Lok Sabha in December 2014, and has been pending there since then. “The
government will have to introduce changes to the proposed amendment to allow retailing of power by e-vehicle charging
stations. This is because the current amendment does not include a
provision to allow a non-discom to sell power,” said PK Pujari, former Power
Secretary.
Effectively, the charging
station will be acting as an intermediary
between the discom ( distribution
company ) and the e-vehicle owner, added
Pujari.
“At the moment, no one
apart from a discom can own power. This means only a discom can set up a
charging station,” Saurabh Kumar, Chairman, Energy Efficiency Services Ltd, had
told BusinessLine.
“At the moment, there cannot be any private sector
participation, unless the regulations allow
private players to set up charging stations. This is something the government is working on and I
hope it happens very soon, because unless you have charging stations across the
country, you cannot expect e-mobility to really
happen.”
But the government will also have to define a nodal
authority to monitor these charging stations. To this Pujari said: “Since a
small business cannot approach the State and Central electricity regulator, the
government will also have to establish a nodal authority to regulate and
license the charging stations. The discoms can act as regulators for these
charging stations and can fix a rate of purchase for them to ensure that there
is a margin for the business, too.”
MY TAKE :
As I am fond of saying , this is an “ Incremental /
half way house “ , like applying a Band-Aid plaster on a deep wound !
Just allowing “ Charging Stations “ to
be able to “ Sell Electricity “ and permitting Private Sector to set up such “
Charging Stations “ , will miserably fall short
of our goals for E-Mobility ( estimated 500 million vehicles in
India to be electric by 2030 )
As it is , currently we have approx.
60,000 petrol / diesel pumps in India , which fill up a vehicle in ( ave ) , 10 minutes
But a Lithium-ion Battery of an Electric
Car ( approx. 100 Kwh ) , needs 300 minutes for a full charge ( 30 times longer !
). Will we need 30 times many more Charging Stations ?
I hope that Road Map which NITI Aayog is supposed to
be working on , is as detailed as the “
And I hope , it recommends amending Electricity Act
whereby ,
Anyone can generate and SELL electricity , anytime and to anyone
and at any price !
For reaching the target of 100 GW of Solar power generation by Nov 2022, we need to install 1.5 GW capacity EVERY MONTH for the next 60
month ( remaining 85 GW after current
installations totalling 15 GW )
That would require an investment of Rs 10,000 Crore per month , every month for
the next 60 months ! ( @ One Billion dollars per GW )
Part of this investment will have to come from Roof Top Solar projects , to be set up by :
·
An Individual home-owner ( who may also want to sell surplus power to a
neighbour )
·
A Coop Housing Society wanting its huge unutilized terrace to produce
solar power, for its members
·
A Business which will install these
roof-tops at its own cost and is allowed to sell power to the residents
of a building
[ Business Line / 30 Nov : http://www.thehindubusinessline.com/companies/ifc-picks-up-stake-in-cleanmax-solar/article9976817.ece
Mumbai-based CleanMax Solar is a pioneer in the ‘opex model’ in India, where the company puts up solar plants— rooftop
or otherwise—at its own cost, and sells the power directly to customers. ]
·
Millions of unemployed rural youth
wanting to set themselves up in the “ Solar Electricity Selling “ business , with a small investment of Rs 25,000/ - and recharging :
300 Watt HANS Solar PowerPacks with HANS Solar Briefcase
Surely , our Policy Makers cannot be
unaware of the following benefits to millions of rural youths generating /
consuming ( and , even “ selling “ )
solar power :
· Not
need to erect /maintain miles of transmission lines to those huts
· No
need to install and monitor Electricity ( Smart ) Meters
· No
need to collect monthly payments for the power consumed
· In
fact , no need to PRODUCE coal-based power elsewhere , in the first place
· No
pollution due to power from coal-based power plants
· No
need to dig or import expensive coal / or worry about low plant-load factor
· No
need to worry about power thefts / transmission losses !
· No
load shedding ( so common in rural areas ) for “ non-payment of bills / low
consumption “
· No
need to worry about PEAK / LEAN load periods
· No
need to keep Subsidizing Power for ever
Please,
liberate our rural youth from the tyranny of this hundred year old “ Electricity Act “ !
It
has no place in 2017 ( - even if you do not want this BOLD REFORM to ensure
absolute
majority
in 2019 elections )
Dear Shri Jaitleyji :
It
is time to end the monopoly of the State / Big Houses , in generation / sale of
Electricity
There
is nothing like competition to decrease COST / increase QUALITY and speed-up
DELIVERY of electricity
Please
, do not levy any GST on sale of Electricity to ensure its unlimited
availability at Rs 1 / Kwh
Dec 2017
www.hemenparekh.in / blogs
No comments:
Post a Comment