Opportunités au Royaume Uni dans l’éolien en mer
DIT France Webinar with Scotland and Wales 10th Dec. 2020
Agenda & introductions 1. UK overview: policy updates and upcoming auctions • Karl John, DIT Sector Specialist
Vos contacts en France: Mia Barclay, DIT 2. Opportunities in Wales • Helen Donovan, Welsh Government Sector Specialist Ivon van Heugten, Welsh Goverment 3. Opportunities in Scotland • Ian McDonald, Scottish Enterprise Sector Specialist Enikö Delzenne, Scottish Development International 4. Practical support for inward investors • Victoria Zastava, DIT Investment Services Team, Head of Energy and Infrastructure • Francesca Ridout, DIT Investment Services Team, Energy & Infrastructure Account Manager
The UK Offshore Wind Market Journey to Net Zero Karl John, DIT December 2020 1
Presentation title - edit in the Master slide
Status update
2
•
10.4GW installed
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4GW in construction currently
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5.5GW about to enter construction as a result of AR3/CFD3
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By about 2024/25 UK will have 20GW OSW installed
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AS THE PM SAID on 6th OCT 40GW
Future • 2030 target has moved from 30GW to 40GW • Given we will be 20GW by 2025 – this is 4GW pa build rate in the latter half of the decade • Pipeline going through the consenting process is around 18GW
• THIS WILL BE TIGHT • BUT THE CROWN ESTATE and CROWN ESTATE SCOTLAND are making more leases available – including floating site • But the OSW does not end in 2030 – UK net ZERO by 2050
3
Future •
Committee on Climate Change analysis models 75GW of offshore wind by 2050 – 100GW given decom of existing fleet
•
The energy white paper will be published shortly
•
Offshore wind will play a major role as we decarbonise heating and transport
•
BUT BACK TO PM SPEECH – not only was the target raise to 40GW but a commitment to bring forward 1GW of floating – this represents the transition from test and demo to commercial deployment – setting the direction of future deployment needs
•
Infrastructure and investors with £160m
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HMG PM10 point plan 1. 2. 3. 4. 5.
4
Offshore wind Hydrogen Nuclear Electric vehicles Public transport, cycling and walking
6. 7. 8. 9. 10.
Jet Zero and greener maritime Homes and public buildings Carbon capture Nature Innovation and finance
Framework
• CfD model proving fit. For purpose • Auction every 2 years • Under pinned by the sector deal in 2019
• Industry has committed to reaching 60% of lifetime content with a particular focus on the capital expenditure • Both the government and industry are working hard to identify the areas of expansion in the supply chain • AND with the £160m this has the potential to unlock infrastructure that will not only attract industry but will take the industry to the next level delivering cost down in terms of LCOE but crucially delivering value to the UK 5
Conclusion • This is an ideal time – we are in a sweet spot • Decarbonisation needs to continue
• UK has a clear stated ambition 40GW by 2030 • The world market is expanding in OSW – new/expanded capacity is needed – both domestically and for export • New technology driven by the new generation of turbine size • Floating wind
• Wind farms are increasing in size • Crucially under the sector deal HMG and the industry have a shared goal 6
T H I S
I S
W A L E S
O f f s h o r e W i n d t h 1 0 D e c e m b e r 2 0 2 0
WHAT WILL THIS PRESENTATION COVER? Offshore Wind: – Existing Capability – Current Opportunity: Round 4
– Future Opportunities: Floating Offshore Wind Marine Energy
WIND ENERGY
Wales has 211 operational wind farms with a capacity of over 1,974 MW
Major development projects are operated by the likes of Vattenfall, Statkraft and Falck Renewables Wales has a developed O&M supply chain including companies such as MHI-Vestas, Siemens and Safety Technology Ltd
NORTH WALES - EXISTING OFFSHORE WIND INTERESTS
Awel y Môr Rhyl Flats
Gwynt y Môr
Hoyle
Port of Holyhead
Port of Mostyn
UK’s first offshore wind project plus 1st large scale project RWE Renewables has 3 existing offshore wind farms generating 726 MW Awel y Môr (Gwynt y Môr) extension site of up to 1.1 GW (from 576 MW)
CROWN ESTATE: ROUND 4 The 4 areas should deliver a minimum of 7 GW of offshore wind (and up to a maximum of 8.5 GW) Area 4 - North Wales
CELTIC SEA
Between 15-50 GW of the 150-250 GW total floating wind capacity could realistically be developed in the Celtic Sea region between the UK and Ireland It has been estimated that up to 3 GW of projects could be consented over the 2020s and early 2030s
BLUE GEM WIND
Joint venture between Total (France) and Simply Blue Energy (Ireland) Has received a sea bed licence from the Crown Estate
Erebus: 96 MW floating offshore wind farm
Source: Blue Gem Wind
WATER DEPTH & WIND SPEED IN THE CELTIC SEA
WALES – EXISTING SUPPLY CHAIN GAPS Component / Service Engineering, Procurement && Construction
•
EPC contractor
Substructure
Anchors
• • • • •
Steel manufacture Substructure fabrication Suitable fabrication facilities Secondary steel Piled / drilled
Mooring Lines
• Chain
Electrical Infrastructure
• •
Ports & Logistics
• Turbine assembly • Installation staging
Vessels
• • • •
Array cables Export cables
AHV’s for turbine installation Cable installation vessels CTV’s Vessel Maintenance
STRATEGIC INVESTMENT – PEMBROKE DOCK MARINE The Marine Energy Test Area within the Milford Haven Waterway led by Marine Energy Wales - enabling technology developers to test their marine energy devices The 90 sq km Pembrokeshire Demonstration Zone delivered by Wave Hub Limited will enable the deployment of future energy generating technologies, including wave and floating wind
Marine Energy Engineering Centre of Excellence - a technology, innovation and research centre delivered by the Offshore Renewable Energy Catapult Redevelopment of land at Pembroke Dock Infrastructure, led by the Port of Milford Haven, to deliver the infrastructure needed by the industry as it continues to mature
MARINE ENERGY WALES: STATE OF THE SECTOR REPORT - 2020 16 marine developers active in Wales
£123.7m invested in Wales from 2015 to 2020
4 test sites
The sector has provided 737 person years of employment to date
Seabed agreements for 532 MW
CONTACT DETAILS
Helen Donovan Senior Industrial Transformation Manager
Ivon van Heugten Head of France
helen.donovan@gov.wales
Ivon.vanheugten@gov.wales
SCOTLAND OUTLOOK & OPPORTUNITIES IN OFFSHORE WIND
IAN MCDDONALD
SPECIALIST – RENEWABLES AND LOW CARBON SCOTTISH ENTERPRISE
SCOTTISH DEVELOPMENT INTERNATIONAL
IS SCOTLAND’S INWARD INVESTMENT AND TRADE AGENCY
SDI is the specialist inward investment and trade arm of:
With a global presence in 23 countries:
• The Scottish Government • Scottish Enterprise • Highlands & Islands
• Asia Pacific
Enterprise
• Europe, Middle East & Africa • North America & South America • 35 offices in key locations such as Boston, Houston, San Jose, Paris, Dusseldorf, Dubai, Tokyo, Shanghai, Seoul, Mumbai, Calgary, and Rio de Janeiro
Image source: Visit Scotland
SCOTLAND’S COMMITMENT TO DECARBONISATION
IS UNDERSCORED BY AMBITIOUS ENERGY & CLIMATE CHANGE TARGETS
30% of total energy consumption met by renewables in 2020
Including 100% of Scotland’s electricity demand, 11% of heating demand and 10% of transport fuel requirements
50% of total energy consumption met by renewables in 2030 With 35% of domestic and 70% of non-domestic building heat supplied by low carbon technologies in 2032
90% reduction in GHG emissions, from 1990 levels, by 2040
Scotland becomes a net zero emissions economy by 2045
Following a 75% cut in greenhouse gas emissions by 2030
Five years ahead of the wider UK net zero target for 2050
Image source: Visit Scotland
SCOTLAND’S APPROACH TO DECARBONISATION IS GUIDED BY THREE CORE PRINCIPLES
A Whole System View,
A Just Transition,
A Smarter Local Model,
covering power, heat and transport…
creating employment and tackling poverty…
that better meets local energy needs....
Taking an integrated approach that recognises the effect that each element of the energy system has on the others; and
That seeks to capture the economic benefits of developing and implementing innovative energy solutions across Scotland; and
Taking a more coordinated approach to planning and delivering local solutions that link local generation and use; and
Engages a broad range of stakeholders across the private, public and community spheres to address the challenges and opportunities of the energy transition in the best possible fashion.
Supports investment in energy efficiency measures, which will help to tackle fuel poverty and improve business productivity by making energy more affordable for all consumers.
Supporting the creation of vibrant local energy economies (both rural and urban) through the piloting and rollout of innovative local solutions that prove effective and represent good value for money. Image source: Visit Scotland
OFFSHORE WIND IS INTEGRAL
TO SCOTLAND’S PLANS FOR DECARBONISATION
11GW Target For Scottish offshore wind deployment by 2030
Offshore Wind Policy Statement
Sets out Scottish Government’s vision for offshore wind (October 2020)
Up to 10GW
Hydrogen Policy Statement
Of option agreements to be offered via Crown Estate Scotland’s first ScotWind leasing round
Sets out Scottish Government vision for the role of hydrogen in Scotland’s future energy system (December 2020)
6,000 Jobs Target for the Scottish offshore wind supply chain
Climate Change Plan Sets out the role to be played by each sector in decarbonising the Scottish economy (Late 2020 / Early 2021) Image source: Scottish Enterprise
SCOTLAND’S OFFSHORE WIND PROJECT PIPELINE
• • •
• •
Six operational projects 894MW Four projects under construction 2,521MW One project awaiting construction 12MW Two projects with consent 1,800MW Three proposed projects 3,300MW Image source: 4C Offshore
SCOTWIND OFFSHORE WIND LEASING ROUNDS
•
15 sites with around 26GW of deployment potential to be offered for leasing via ScotWind
• First round seeks to award development rights for up to 10GW of projects in total
•
First round launched in June 2020 and closes in March 2021
• Next ScotWind round planned for 2022/23 Image source: 4C Offshore
SCOTLAND’S OFFSHORE WIND SUPPLY CHAIN INCLUDES GLOBALLY COMPETITIVE COMPANIES
• Atkins • Briggs Marine • DNV GL • Fugro • Mott MacDonald • Oldbaum • RES • Wood Group • Xodus
Development
• Artemis Intelligent Power • Clyde Fasteners • CS Wind
Turbine
• Babcock • Global Energy Group
Balance of Plant
• 3Sun • Briggs Marine • Oceaneering • Fluor • FoundOcean • James Fisher • ROVOP • Seaway Heavy Lifting • W3G Marine
Installation & Commissioning
• Briggs Marine • Bond • Bristow • Leask Marine • Maritime Craft Services • RES Offshore • SeaRoc • Wood Group
Operations & Maintenance
• Aquaterra • J P Kenny • SEA • Mott MacDonald • Natural Power • Partrac • Prontoport • Proserv
Supporting Functions
Image source: Scottish Enterprise
SCOTLAND’S OFFSHORE WIND SUPPLY CHAIN PRESENTS OPPORTUNITIES FOR INVESTMENT Sub-element Wind farm design
Surveys
Nacelle assembly
Blades
Castings and forgings
Gearbox, generator and converters Towers
Subsea array cables
Subsea export cables
Ease of realising opportunity Easy
Scottish capability in this area Medium
Potential for public sector intervention Low
+
=
=
Easy
High
Medium
+
+
+
Hard
Low
Low
=
=
-
Medium
Low
High
=
=
+
Hard
Low
Low
=
=
-
Hard
Low
Low
=
=
-
Medium
High
Medium
=
+
-
Hard
Low
Low
=
=
=
Medium
Low
High
+
=
=
Key messages
Remain areas where Scottish companies continue to win work and export expertise, but outlook remains unchanged due to the small size of the opportunity.
Negative change in outlook due to investment in turbine assembly plants elsewhere in Europe. The case for blade manufacture in Scotland has decreased due to the establishment of new blade plants elsewhere in the UK and Europe. No change in outlook.
No change in outlook.
Remains an area of strong potential. Readiness and experience have increased.
No change in outlook.
No change in outlook.
Image source: Scottish Enterprise
SCOTLAND’S OFFSHORE WIND SUPPLY CHAIN PRESENTS OPPORTUNITIES FOR INVESTMENT Sub-element
Ease of realising opportunity Medium
Scottish capability in this area High
Potential for public sector intervention High
=
+
=
Hard
Low
High
=
=
=
Hard
Low
Low
= Medium
= Medium
= High
Concrete foundations
= Easy
Low
+ Low
Installation ports
= Easy
Medium
Medium
Foundation installation
= Hard
+ Low
= Low
= Medium
+ Medium
= Medium
= Hard
= Low
= Low
= Easy
= High
= Medium
= Hard
+ Medium
= Medium
=
=
+
HVAC substations
HVDC substations
Monopile foundations
Key messages
Overall prospects have improved due to increased track record.
No change in outlook.
No change in outlook. Non-monopile steel foundations
Remains an area of opportunity.
Decrease in opportunity due to shrinking concrete foundation market.
Improved area due to increased track record but remains low impact.
Improved area due to increased track record.
Subsea cable installation
No change in outlook. Turbine installation
No change in outlook. Operations, maintenance and minor service Major service
Improved area due to increased track record.
No change in outlook.
Image source: Scottish Enterprise
SCOTLAND & THE UK OFFERS A RANGE OF SUPPORT FOR THE OFFSHORE WIND SUPPLY CHAIN DEVELOPMENT
Key public, private and academic organisations supporting offshore wind and supply chain development in Scotland
Image source: SSE
SCOTLAND’S OFFSHORE WIND CLUSTERS ARE HELPING TO STRENGHTEN THE SCOTTISH SUPLY CHAIN
DeepWind is the largest offshore wind representative body in Scotland with over 520 members drawn from industry, academia and the public sector. Its main purpose is to help its members achieve greater benefit from the current and future development of offshore wind in the UK and internationally, particularly projects in deeper waters. Forth & Tay Offshore was established to drive the growth of offshore energy on the east coast of Scotland. Its mission is to mission is to accelerate and further the growth of the offshore energy sector on the east coast of Scotland through a series of activities designed to support innovation, collaboration, investment in skills, and market awareness amongst relevant businesses. Image source: SSE / Scottish Enterprise
FOR MORE INFORMATION VISIT: https://offshorewindscotland.org.uk
IAN MCDONALD
SPECIALIST – RENEWABLES AND LOW CARBON SCOTTISH ENTERPRISE
Speakers
Victoria Zastava Head of Energy & Infrastructure Victoria.Zastava@invest-trade.uk +44 (0)7557 490 322
Francesca Ridout Account Manager – Energy & Infrastructure Francesca.Ridout@invest-trade.uk +44 (0)7305 895 070
2
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3
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Percentages change with stage in process 66
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67
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Questions? Contacts details for follow up Mia Barclay DIT Renewable Energy France Senior Trade and Investment Adviser Mob: +33 608 963 798 mia.barclay@fcdo.gov.uk Ivon van Heugten Head Welsh Government Office France Mob: +33 6 34 65 40 02 Ivon.vanheugten@gov.wales Enikรถ Delzenne Scottish Development International France Senior Inward Investment Specialist Mob: +33 6 35 34 27 39 Eniko.Delzenne@scotent.co.uk
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