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Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman...

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Floating Offshore Wind - intro and status Taipei – September 2018 Strictly confidential - All rights reserved
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Page 1: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

Floating Offshore Wind - intro and statusTaipei –September2018

Strictly confidential - All rights reserved

Page 2: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

Strictly confidential - All rights reserved 2

Bruno G. Geschier

Chief Sales & Marketing Officer

Chairman – Floating Offshore Wind Taskforce

Chairman – Scientific & Technical Commitee

Page 3: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

TODAY’S TOPICS

Page 4: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

TODAY’S TOPICS

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► floating wind?► key technologies?► key geographies?► current industry status?► where is the market going?► tomorrow’s key challenges?

Page 5: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

FLOATING WIND?

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► evolution … not revolution► opportunity to harnass the best wind

ressources without depth constraints► lesser visual impact► lesser impact on other users of the

maritime environment► option for shallow depth sites with

challenging seabed conditions

Page 6: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

FLOATING WIND?

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► use of cheaper vessels► more on-shore construction and

operations► particularly suitable for tomorrow’s XXL

offshore wind turbines► only option for certain geographies

Page 7: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

FLOATING WIND?

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► tremendous resources … worldwide

Source: Carbon Trust

Page 8: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY TECHNOLOGIES?

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Probable Consolidation

Page 9: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

PROBABLE CONSOLIDATION?

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► floating 2.0► 2023 / 2025 (commercial-scale)► new generation of turbines (12/15MW)► extended design-life (≥ 30 yrs)► larger arrays (≥ 1GW)► high local content expectations► shallow water compatibility► delivery of 50+ units in 18 months (or

less)

Page 10: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

PROBABLE CONSOLIDATION?

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► impact on floating structures and theirdimensions

► impact on constructability andlaunchability

► impact on temporary storage of finishedfloaters

► impact on turbine installation► impact on choice of material, O&M,

etc…

Page 11: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY TECHNOLOGIES?

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Probable Consolidation

Page 12: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY GEOGRAPHIES?

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► Japan

► France

► Scotland

► Portugal

► “shallow” Northern Europe

► Ireland

► Norway

► Taiwan

► South Korea

► US (CA, HI)

Page 13: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY GEOGRAPHIES?

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► Japan

► France

► Portugal

► Norway

► US (CA, HI)

What do they have in common?

Page 14: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY GEOGRAPHIES?

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► Japan

► France

► Portugal

► Norway

► US (CA, HI)

Leapfrogging !!

Page 15: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

INDUSTRY STATUS?

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► 8 full-scale demonstrators in the world in 2018▪ 5 in Japan

▪ 1 in Norway

▪ 1 in Portugal

▪ 1 in France

Page 16: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

INDUSTRY STATUS?

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Page 17: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

INDUSTRY STATUS?

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Demonstrated technologies

Page 18: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

INDUSTRY STATUS?

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► 8 full-scale demonstrators in the world in 2018▪ 5 in Japan

▪ 1 in Norway, Portugal and France

► 1 pilot farm off Scotland operating since Sept 2017

► 5 pilot farms under development▪ 3 in France

▪ 1 in Scotland and Portugal

► world’s 1st commercial-scale wind farm

scheduled for construction in 2023 (Japan)

► commercial-scale tenders upcoming in France (2019)

and several pre-commercial and commercial-scale

farms under development worldwide

Page 19: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

INDUSTRY STATUS?

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Page 20: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

INDUSTRY STATUS?

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FID2015 - 2022

FID2023 - 2028

Page 21: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY GEOGRAPHIES?

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► Japan

► France

► Scotland

► Portugal

► “shallow” Northern Europe

► Ireland

► Norway

► Taiwan

► South Korea

► US (CA, HI)

Page 22: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY GEOGRAPHIES?

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► Japan

► France

► Scotland

► Portugal

► Norway

What else do they have in common?

Page 23: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY GEOGRAPHIES?

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► Japan

► France

► Scotland

► Portugal

► Norway

Valuable demonstrator and precommercial-scale exposure /experience

Page 24: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

KEY GEOGRAPHIES?

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► validation of contractual structure and

contractual interface between key

stakeholders, supply-chain, etc.▪ Floater movement impact on wtg

▪ Partial hand-overs between wtg mfr and floater fabricator / supplier

▪ Etc…

► endorsement by contractors of educated

liability risks / financing by lenders

► testing and validation of the supply-chain

► streamlining of the permitting / admin process

► continuous improvement implementation

► etc…

Page 25: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

WHERE IS THE MARKET GOING?

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► accelerating … even leapfrogging► project financing is available …

for the right technologies

Page 26: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

ONGOING CHALLENGES?

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► government support and adequateregulatory framework

► cost-reduction / LCOE targets► supply-chain ramp-up, harbor

infrastructure, etc…► floating sub-stations, etc…

Page 27: Taipei September2018 · 2018-09-30 · Bruno G. Geschier Chief Sales & Marketing Officer Chairman –Floating Offshore Wind Taskforce ... 22 Japan France ... ideol-offshore.com. THANK

SAVE THE DATE

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