光伏電站每年可挽回60億美元.pdf

1、ConfidentialSan Francisco|Los Angeles|Boston|Washington,DC|Nuremberg2024|Confidential$2 trillion worth of industrial solar assets built over the past 15 years are facing major problems costing billions of dollarsPV plants can recover$6 Billion every year2ConfidentialSolar Assets are UnderperformingA

2、nd Investors are ConcernedkWh AnalyticsSolar assets underperform their P50 levels by 8%Raptor MapsPower loss has increased by 178%since 2019 and represent a loss of$5,000/MW/YrMassif CapitalDue to poor performance,there is a 70%chance that a loan will be in a technical default in 7 years3Confidentia

3、l1.String Imbalance4.Reactive/Time Consuming O&M 2.Aging Inverters1It only takes 1 string to create an imbalance in an inverterCauses include shading,module failure,topography,temperature100%All 600 V inverters are old and will need to be replacedBut no one is manufacturing themEstimated global annu

4、al lost production$3 billion/yrMarket for replacing aging inverters in non-China countriesLimited visibility in underlying causes of underperformanceTime consuming and costly diagnosis of problem with drones and site visits 3.Voltage Collapse$1-2 billion/yrEstimated global annual lost production$2-3

5、 billion30%Of all utility-scale assets suffer from voltage saggingand that number is increasing$4ConfidentialSLX Solution:BOOST PlatformHardware and Software that instantly improves performance and protects the system against future failuresSolCloudData is collected every 30 seconds and Machine Lear

6、ning algorithms analyze the data for improved O&MBOOST Units at combiners 40K DC/DC converter Patented Machine Learning MPPT 8 strings per BOOSTPlant Communications Unit Connects all plant units to the cloud for data collection and updates5ConfidentialSampling every15 MinutesIndustry StandardLooks l

7、ike cloudsSampling every30 SecondsProblems identifiedSolarlytics Solution5Collecting and Analyzing High Resolution Data Provides Much Greater Insight into System PerformanceConfidential 6 CONFIDENTIALPayback 3 yearsUnderperformance/RepoweringSolarlytics BOOST corrects string imbalances created by ag

8、ing panels and uneven terrainReplace damaged panels with new panels,use BOOST to overcome incompatibility problemsProvide high resolution monitoring and machine learning driven diagnosticsImpactSolutionProblem Uneven terrain causes energy production losses Lack of detailed monitoring results in poor

9、 operations and maintenance(20+issues Broken panels cannot be replaced with new panels due to electrical incompatibility Application:Underperforming C&I asset of an independent power producer(IPP)with 700 MW of assets built on rolling terrainImproved energy production by 7%Replace broken panels:3-5%

10、increaseImproved situational awareness followed by action:13%more revenueIRR of 32%(not including panels or O&M)7 CONFIDENTIALPayback 3 yearsFix Voltage Sagging Increase the string voltage with BOOST Platform BOOST maximizes energy production of underperforming strings and increasing overall energy

11、production Replace damaged panels with new panels and use BOOST to achieve electrical compatibilityImpactSolutionProblem Grid voltage higher than nominal Aging panels are producing voltages levels that are too low for the inverter Inverters cannot operate efficiently 100+days in summer the site is l

12、osing 8-15%energyApplication:27 MW solar site located in CAs Central Valley commissioned in 2013 with projected 25 year life owned and operated by one of the largest renewable companies in North America.Demonstrated ability to increase string voltage to 740 Volts to improve production in customer wi

13、tnessed test Solution can be applied to entire site to solve sagging voltage issue New panels compatible for replacement of damaged panels Proposal submitted 8 CONFIDENTIALPayback 1 year600 Volt Inverter ReplacementSolarlytics BOOST raises the operating voltage to be compatible with new 1000 Volt in

14、vertersEnables the replacement of obsolete 600 Volt inverters with commercially off-the-shelf 1000 V invertersSolarlytics Cloud enables monitoring and support for operations and maintenancePlatform raised the operating voltage of the site to be compatible with a 1000 Volt inverterProposal submitted

15、Buy from gridSell to gridPrice purchase/sale$0.32/kWh$0.25/kWhLevelized cost of energy$0.15/kWh$0.15/kWhNet saving/margin$0.17/kWh$0.10/kWhImpactSolutionProblem 600 Volt inverters have failed,no longer commercially available Modern 1000 Volt inverters are incompatible because they require higher string voltages Lack of system monitoring(customer did not know inverters were down)Application:Distributed generation site for rice processing plant with self-consumption in production season and energy sale to grid during off-season