fady al‐kheir business development director at … · 2019-09-09 · fady al‐kheir business...
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FADY AL‐KHEIR BUSINESS DEVELOPMENT DIRECTOR AT ENERGON HOLDING, CZECH REPUBLIC
Business opportunities for advanced solar technology ‐ market
perspective
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“LEARNING AND INNOVATION GO HAND IN HAND. THE ARROGANCE OF SUCCESS IS TO THINK THAT WHAT YOU DID YESTERDAY WILL BE SUFFICIENT FOR TOMORROW.”
LINEAR VS EXPONENTIAL
William Pollard
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LINEAR VS EXPONENTIAL
Successive revisions of projected installed capacities by IEA
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LINEAR VS EXPONENTIAL
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LINEAR VS EXPONENTIAL
‣ 2018 1,6 T$
‣ 4x‐8x the speed of global growth
IRENA estimates 100 trillion $ investment until 2050
New generation is 25% ‐ 30% of the total investments
Solar (CSP + PV) is estimated to grow the most
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PV INDUSTRY
Wikipedia commons, Data source is IEA‐PVPS and Earth Policy Institute
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PV INDUSTRY
SPV Market Research
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PV INDUSTRY
‣ 2012‐2016 centralization and consolidation
Multi GW/year scale facilities and companies
Huge investments in technology of manufacturing
Majority of innovations focuses on cell/module efficiency and improvement of conductivity
Bankability, Guarantees, Capital tools, Long term stability, Logistics
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PV INDUSTRY ‐ OPPORTUNITIES
‣ Niche markets (sensors, design, DIY)
Developing tools for manufacturing (license, inks, printing and application technologies)
Unleashing power of the community (open source, 3D print, blockchain)
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THE HISTORY OF INNOVATION IS THE STORY OF IDEAS THAT SEEMED DUMB AT THE TIME.
OTHER APPLICATIONS
Andy Dunn
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OTHER APPLICATIONS
600m EUR/year payed for clean electricity that could have been produced (Germany only)
Batteries will not solve seasonal intermittency
Carbohydrates are stable, energy dense, and we have the infrastructure (storage, transport)
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OTHER APPLICATIONS OPPORTUNITIES
CO2 electrochemical reduction
CO2 photochemical reduction
Hydrogen manufacturing
CO2 capture
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