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© GSMA 2009

Comments on concept

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Energy is the backbone of the mobile industry: Up to 40% of OPEX & rising Seeking saleable solutions with high 99.9% reliability : willing to pay $0.7/kWh

There is a bigger opportunity: Towers+ Last mile delivery supply chain (retail & airtime vendors) Mobile payments & scratch cards

Energy Access is a significant opportunity for Operators: Charged Phones:

548 million subscribers w/o grid connectivity Spend up to $3/mth on phone charging Charging solutions can increase ARPU by 10-14%=US$1.3 billion opportunity (sSA)

Increased site security & Reduced Diesel Theft: 15-20% of diesel is pilfered (India) Brand Extension & Loyalty: mobile operator also as service provider

Comments on Paper

3Restricted - GSMA 2012 February 2012

How we could leverage mobile for scale…NGO ESCO

Customer Community of Maligaon & Rajatjubili

Bharti Infratel

Price to customer: US$1/kWh US$1/kWh

Energy Requirement

23kWh/day/village for 48 homes & street lighting

29kWh/day/tower for single occupancy

#of sites 2 1000

Annual Revenue US$16,790 >US$10,000,000

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Road block for rural ESCO pilots

MNOs & Tower Cos Investors

ESCOs lack financing and support to pilot concepts with willing MNO partners

Require:• Proof of Concept• Suppliers capable of scale

Require:• Commitment from telecom

players to disperse funds

Energy Service Providers

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Takeaways

Play within existing ecosystem Involve the mobile industry & work on knowledge sharing The concept is gaining traction

UNF, Carbon War Room, IADB, ADB, Rio+20 India telecom industry, Tanzanian trials, Econet Solar

Don’t overthink the business solution. Let the private sector innovate