Post on 24-Jan-2015
description
transcript
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• 2001 Established in Silicon valley • 2003 The University of Tokyo
Silicon Valley Office Partner
• 2005 Started Clean F./0*2-2<8 Research Report : Sustainable Chemistry for Japanese Chemical Association
• 2008 Connect NIST and a Japanese firm • 2009 Joint work Japanese firm and NIST • 2010 Pacific Rim Security II Japan Representative
• 2010 Keynote Lecture on SEMI Japan Think in Silicon Valley, Work in Asia
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Large Hydro 12.2%
Natural Gas 56.7%
Nuclear 15.3%
Renewables 13.9%
Long-term goal of a fully competitive and self-sustaining California renewable energy supply&
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DSIRE: www.dsireusa.org October 2010
California’s RPS Goal for New Renewable Generation is the Most Aggressive in the Country
Renewable portfolio standard
Renewable portfolio goal
Solar water heating eligible i&j&&Extra credit for solar or customer-sited renewables
Includes non-renewable alternative resources
WA: 15% x 2020*
CA: 33% x 2020
NV: 25% x 2025*
AZ: 15% x 2025
NM: 20% x 2020 (IOUs) 10% x 2020 (co-ops)
HI: 40% x 2030
Minimum solar or customer-sited requirement
TX: 5,880 MW x 2015
UT: 20% by 2025*
CO: 30% by 2020 (IOUs) 10% by 2020 (co-ops & large munis)*
MT: 15% x 2015
ND: 10% x 2015
SD: 10% x 2015
IA: 105 MW
MN: 25% x 2025 (Xcel: 30% x 2020)
MO: 15% x 2021
WI: Varies by utility; 10% x 2015 statewide
MI: 10% + 1,100 MW x 2015*
OH: 25% x 2025†
ME: 30% x 2000 New RE: 10% x 2017
NH: 23.8% x 2025
MA: 22.1% x 2020 New RE: 15% x 2020
(+1% annually thereafter)
RI: 16% x 2020
CT: 23% x 2020
NY: 29% x 2015
NJ: 22.5% x 2021
PA: ~18% x 2021†
MD: 20% x 2022
DE: 25% x 2026*
DC: 20% x 2020
VA: 15% x 2025*
NC: 12.5% x 2021 (IOUs) 10% x 2018 (co-ops & munis)
VT: (1) RE meets any increase in retail sales x 2012;
(2) 20% RE & CHP x 2017
KS: 20% x 2020
OR: 25% x 2025 (large utilities)* 5% - 10% x 2025 (smaller utilities)
IL: 25% x 2025 WV: 25% x 2025*†
29 states + DC and PR have
an RPS (7 states have goals)
DC OK: 15% x 2015
PR: 20% x 2035
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100,000
120,000
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2002 11% Renewables (RPS begins)
2008 10.6% Renewables
33% by 2020 if AB 32 Scoping Plan goals met
20% by 2010
33% by 2020
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INDEX 2010 Silicon Valley
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0#!!"#$"#% '()*+,-&'*./ 84
INDEX 2010 Silicon Valley
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INDEX 2010 Silicon Valley
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0#!!"#$"#% '()*+,-&'*./ 86
INDEX 2010 Silicon Valley
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0#!!"#$"#% '()*+,-&'*./ 87
INDEX 2010 Silicon Valley
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0#!!"#$"#% '()*+,-&'*./ 88
INDEX 2010 Silicon Valley
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Cleantech Gr. 2010
0#!!"#$"#%&
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INDEX 2010 Silicon Valley
0#!!"#$"#%&
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0#!!"#$"#% '()*+,-&'*./ 96
Cleantech Gr. 2011
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0#!!"#$"#% '()*+,-&'*./ 97
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0#!!"#$"#% '()*+,-&'*./ 98
Cleantech Gr. 2010
7,&1*3.:%".*%&(*&!(-(/2*&7#--.8
0#!!"#$"#% '()*+,-&'*./ 99
INDEX 2010 Silicon Valley
'-2O#-&7,&1*3.:%".*%:&(*&ABCB
0#!!"#$"#% '()*+,-&'*./ 100
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0#!!"#$"#% '()*+,-&'*./ 102Cleantech Gr. 2011
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0#!!"#$"#% '()*+,-&'*./ 103
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Smart Grid: 2 Major Challenges
0#!!"#$"#%& IMAnet, Inc. 110
Smat Grid Next Generation Power Grid &
Manage growing demand
renewable energy
IT
We are Here
Urgent and Important
Important issue
Traditional Grid Old and not
Secure
optimum energy grid
with IT networks
IMAnet, Inc. 111
DOE Smart Grid Budget2009 ARRA Budget :$ 45Bil
0#!!"#$"#%& IMAnet, Inc.
Conceptual Model (by NIST)
0#!!"#$"#%& !!0&
Smart Grid/ Utility vs. Interface
IMAnet, Inc. 0#!!"#$"#%& !!$&
Smart Grid Layers - Players
IMAnet, Inc. 114
Source: GTM Research
0#!!"#$"#%&
!!"#$"#%&
0#&
Smart Grid Initiative
IMAnet, Inc.
Cisco is trying to provide an end-to-end, highly secure IP-based Smart Grid communications infrastructure. The head count in the Smart Grid team exceeds 100.
With ample experience in IT and public projects, they provide consultation and system integration services in Smart Grid. They are working with major public sectors.
Oracle has the Utility Global BU mainly through M&As. e.g. They bought SPL World Group, provider of management utility software in 2006, and Lodestar, energy operation solutions in 2007.
Microsoft has developed ‘Microsoft Smart Energy Reference Architecture’ (SERA) for utilities. Beta version of MS Hohm, web-based energy monitoring software is now available in the US.
0#!!"#$"#%& !!1&
Future Smart Grid By Utility Company
IMAnet, Inc. 116 0#!!"#$"#%&
Project opportunities I Utility Location Meters Electric End
Points AMI Core System
Metering Hardware
Management Software
Network Backbone
HAN Consulting/SIer
Demand response
Northern California
9,300,000 $2.2B Silver Springs
GE & Landis
Ecologic Analytics
Silver Springs
Southern California
6,000,000 N/A RFP Solution
Southern California
5,300,000 $1.6B Itron Itron eMeter Itron EnerNOC
GA, AL, FL, MS
4,300,000 $725M Sensus Sensus Sensus Sensus
Detroit 3,300,000 $800M Smart Synch
Itron Itron Itron Comverge
Dallas 3,000,000 $686M Landis Landis Ecologic Analyics eMeter
IBM
Houston 3,000,000 $640M Itron Itron eMeter GE (WiMax)
IBM
San Diego 2,300,000 $572M Itron Itron Itron Itron Capgemini RFP
Missouri 2,040,000 N/A Landis
OH, IN, NC, SC
1,921,000 $1B Echelon & SmartSynch
Echelon Echelon Echelon Ambient
Wisc, Michigan
1,530,000 N/A Landis
Sothern Florida
1,400,000 $700M Silver Springs
GE Silver Springs
Silver Springs
Cisco
IMAnet, Inc. 0#!!"#$"#%& 117&
Project opportunities II Utility Location Meters Electric End
Points AMI Core System
Metering Hardware
Management Software
Network Backbone
HAN Consulting/SIer
Demand response
WI, IA, MN 1,400,000 $200M Sensus Sensus eMeter Sensus
Connecticut 1,200,000 $250M Comverge
Oregon 850,000 $175M Sensus Sensus Sensus Sensus
Arizona 800,000 $200M Elster Elster Elster
Hawaii N/A $100M Sensus Sensus Sensus Sensus
Oregon & Idaho
N/A
$71M ESCO Landis Powerline
North East N/A
$475M Silver Springs
GE & Landis
IBM Comverge
France N/A $3.5B Landis?
AR, IN, KY, LA, MI!
N/A
$750M GE?
Italy N/A 2.1B Echelon Echelon Echelon Capgemini
Ontario N/A $320M Landis GE Trilliant Capgemini Landis
MD N/A $250M Sensus Sensus Sensus Sensus
VA N/A $600M Elster Elster Elster
IMAnet, Inc. 118
Source: RBC Capital Market Research and Company Reports、Merriman Curhan Ford 0#!!"#$"#%&
Major private companies for AMI・Demand response
IMAnet, Inc.
Company Business HQ Founded: Total Raised:
Silver Spring Networks AMI core system Redwood City, CA 2001 $280.8M
Trilliant Networks AMI Redwood City, CA 2004 $40.0M
SmartSynch SG using Common line Jackson, MS 1998 $81.0M
Tendril Home power control introducing thermostat system
Boulder, CO 2004 $50.0M
Eka Systems AMI Germantown, MD 2000 $31.0M
eMeter SM S/W San Mateo, CA 2000 $56.29M
GridPoint Platform enabling connection with renewables
Arlington, VA 2003 $222.35M
Grid Net Intel, GE Energy Financial Services San Francisco, CA 2006 $20.59M
GreenBox Interactive Energy Management San Bruno, CA 2007 $1.0M
Cpower Energy Managing System New York, NY 2000 $33.7M
EnergyHub SG interface for Home Brooklyn, NY 2007 非公開
0#!!"#$"#%& !!G&
AMI System Major Vendors I Company Meter MCI MDM ①Revenue ②Major Customers ③Other info URL
Itron ①$1.6B ②San Diego(0.9M meters)、Edison(5.3M)、Center Point Energy(2.4M)、DTE Energy(2.6M)
http://www.itron.com/
eMeter ①Nonpublic ($11M?/2007)②Edison、Center Point Energy 、ONCOR、 Alliant Energy ③Signed contract: over 23M meters
http://www.emeter.com/
Sliver Spring Networks
①Nonpublic (Over $100M in 2009?)②PG&E(10M meters), FPL(4.5M), Pepco Holding(1.9M)
http://www.silverspringnetworks.com/
Tendril ①Nonpublic ②Nonpublic ③Partner with Itron, GE, Intel, Silver Spring Networks
http://www.tendrilinc.com/
GridPoint ①Nonpublic ②Nonpublic ③Storage pilot with Xcel Energy, PHEV pilot with Duke Energy
http://www.gridpoint.com/
Eka Systems①Nonpublic ②Hartley bay city (Canada), http://
www.ekasystems.com/
Elster, Germany
①1.3B ②Salt River Project http://www.elstermetering.com/
Trilliant ①Nonpublic (Crossed the $100M revenue mark in 2008) ②Hydro One(0.75M)
http://www.trilliantinc.com/
SmartSynch ①Nonpublic ②Texas-New Mexico Power (Pilot), Duke Energy (Pilot) ③Officially partnered with AT&T
http://www.smartsynch.com/
IMAnet, Inc. 0#!!"#$"#%& 120&
!!"#$"#%&
0!&
AMI System Major Vendors II Company Meter MCI MDM ①Revenue ②Major Customers ③Other info URL
Ambient ①12.6M (2008) ②Duke Energy ③Partnered with Verizon http://
www.ambientcorp.com/
Echelon ①134M (2008)②Danish Utility Energoauditcontrol (Russia) http://www.echelon.com/
OsiSoft ①Nonpublic ②RWE npower、T&D Utility ③Partnered with Microsoft、Cisco、SAP、IBM
http://www.osisoft.com/
Landis + Gyr ①$1.36B (2008) ②PG&E、Arizona Salt River Project、French Utility EDF
http://www.landisgyr.us/
GE Energy ①$38B(GE Energy Infrastructure/2008)②Hydro One、FPL、Peoco Holdings、American Electric Power
http://www.gepower.com/
Sensus ①$670M (FY2009) ②Southern Company、Portland General Electric、Hawaiian Electric Company
http://www.sensus.com/
IMAnet, Inc.
Meters : Besides electricity meters (including those capable of wireless transmission of data), this term includes meter components and devices such as thermostats that are used to control electric devices
MCI : Meter Communication Infrastructure; Networking and communications infrastructure, including communication
devices and network management software, to collect and transmit meter information MDM : Meter Data Management; Manage and analyze meter information
0#!!"#$"#%& 121&
Smart Grid Applications & Market Sector Timeline
Application/Market 2010 2015 2020 AMI The first large-scale
deployments underway Substantial and growing market penetration and network infrastructure build-out
Significant and wide-ranging Implementation
Demand Response Limited reach (Mainly commercial and industrial customers)
Substantial market penetration for residential, commercial and industrial
Commonplace with a wide variety of end-user service programs
Grid Optimization A handful of utilities beginning distribution/substation automation projects
Sensor technology embedded on the distribution network; automation becoming routine
Dynamic Sensing everywhere: Grid becomes an intelligent Utility network
Distributed Generation Integration
Nascent Maturing, but still a small % of power generation
Approaching Mainstream More substantial presence:
Energy Storage A few pilots among progressive utilites
Expected technology advancement and increased Distributed Generation penetration will boost storage’s role
Vital role in supporting Distributed Generation
PHEV N/A Smart Charging V2G(Vehicle to Grid)
Consumer Energy Management Systems
Successful pilots continue to highlight cosumer demand
Gaining traction as set it and forget technologies make energy management simple and use and cost-effective
Routine, Web-based
IMAnet, Inc. 122 Source: Greentech Media0#!!"#$"#%&
IMAnet, Inc.
・ AMI (Automated Metering Infrastructure) ・ DR (Demand Response) ・ PEV (Plug-In Electric Vehcles) ・ Cyber Security ・ WASA (Wide Area Situation Awareness) ・ Market Communications ・ DG (Distributed Generation and Energy
Storage)
NIST Standard Road Map
0#!!"#$"#%& !0$& IMAnet, Inc.
Gov. NIST Standard/Security
0#!!"#$"#%& !0%&
IMAnet, Inc. 125
・ Electric Power Research Institute (Palo Alto、 CA)
・ >90% Utility firms are Involved ・ Prism Portfolio enables to follow Energy
Efficiency Road Map
EPRI: Collaboration
0#!!"#$"#%& IMAnet, Inc. 126
Gov.DOE Funding/R&D
0#!!"#$"#%&
!!"#$"#%&
00&
IMAnet, Inc.
Security
0#!!"#$"#%& !0E& IMAnet, Inc.
Local Regulation Status
0#!!"#$"#%& !0F&
IMAnet, Inc.
China Grid
0#!!"#$"#%& !0G& 130&
!"#$%&'$()&(*&%0.&+!H
By Engage Consulting
0#!!"#$"#% '()*+,-&'*./
131&
!"#$%&'$()&H:(#*&eVV2$%I*(4.:
By Engage Consulting
0#!!"#$"#% '()*+,-&'*./ 132
・ India TiE(The Indus Entrepreneurs) ・ China CINA
(Chinese Information and Networking Association)
・ High-tech Companies / Smart People ・ Venture Funding ・ Californian Open and Collaborative
Culture
Asian and Silicon Valley
0#!!"#$"#%& '()*+,-&'*./&
!!"#$"#%&
0$&
133
・ Smart Grid Technology has just started ・ Opportunities are
Micro smart grid Business with Asia Watch and Learn Big players in the USA
・ Start from Silicon Valley is a SMART choice
Conclusion
0#!!"#$"#%& '()*+,-&'*./&