Infrastructures

Retrato de Romeu Gaspar
Six suggestions to leverage the growing renewable energy opportunities in emerging markets
Romeu Gaspar
 
Large-scale deployment of renewable energies has so far been concentrated in Europe and in the US, but that is changing. Take wind energy, solar PV and CSP (Concentrated Solar Power), for instance: 44%, 35% and 23%, respectively, of new capacity for the next 5 years will be deployed in emerging markets (Exhibit 1). For North American and European companies that have so far focused on domestic markets, emerging markets can thus represent an opportunity for additional revenue, but also a risk for increased costs and diluted market focus. In this article we explore six suggestions to develop and implement a sensible market entry strategy for emerging markets.
Exhibit 1 – Regional breakdown of cumulative and new capacity for wind energy, solar PV and CSP
Exhibit 2 – Example of a company for which market expansion was a necessity, rather than an option
Exhibit 3 – Example of a market strategy that balances domestic and emerging markets, as well as existing and new clients
Exhibit 4 – The Kingdom of Saudi Arabia’s KA-CARE Program
Exhibit 5 – An example of a niche market opportunity (green telecom towers in emerging countries)
Exhibit 6 – Example of a market entry strategy that combines economies of scale and global key accounts with local partners and local presence
Exhibit 7 – Example of a company benchmark and expert interview process
Exhibit 8 – Example of an expansion plan sanity check
 
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Retrato de Romeu Gaspar
Recent developments in renewable energies might overthrow the diesel generator as the technology of choice for off-grid mobile base stations.
Romeu Gaspar
 
Renewable energy has evolved considerably over the last couple of years. So much, in fact, that solutions recently deemed to be unfeasible might now warrant a second look. Take mobile telecom operators, for instance: diesel generators are usually preferred over renewable energy based solutions for remote off-grid base stations, because they are cheaper and more reliable. In this article we explore three recent developments that might tilt the balance in favor of telecom towers powered by renewable energy.
Exhibit 1 – 2008-2017 mobile telecom subscriptions, by region
Exhibit 2 – Example of a base station powered by a diesel generator (left), and one integrating solar PV (right)
Exhibit 3 – 2001-2012 PV module spot prices
Exhibit 4 – 2012-2018 market value for micro-grids, by region
Exhibit 5 – 2012-2021 market value storage for systems, by technology
Exhibit 6 – 2010-2020 US market value for ESCO services, by application
 
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Retrato de Romeu Gaspar
Innovation does not need to be cutting edge, it only needs to solve a problem: three reasons why wind energy is borrowing solutions from the construction sector.
Romeu Gaspar
 
The global onshore wind sector is expected to grow 19% per year till 2015. Not as much as it has grown in the past (28% per year from 2006 to 2011) but still very respectful for a sector that is rapidly approaching market maturity (Exhibit 1). One of the key drivers fueling this growth is LCoE (Levelized Cost of Energy) reduction, either by improving efficiency or by decreasing costs. Concrete towers do not contribute to the former, but can contribute to the latter. Read on.
Exhibit 1 – 2006-2015 global wind power installed capacity (GW)
Exhibit 2 – Cost breakdown and impact on system performance for the main components of an illustrative Wind Turbine Generator (WTG)
Exhibit 3 – Illustrative industry maturity curve for wind towers
Exhibit 4 – 2011-2015 market share forecasts for steel, hybrid and concrete towers
Exhibit 5 – 2005-2010 average new installed turbine capacity per country
Exhibit 6 – Sample of current offering of turbine-tower combinations
Exhibit 7 – Historical evolution of US iron ore and precast concrete prices
Exhibit 8 – 2011-2015 new installed capacity breakdown per region
Exhibit 9 – Enercon’s precast concrete mobile factory in Gujarat, India
Exhibit 10 – 2011 supply vs. demand capacity for major wind park components
 
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Retrato de Catarina Veiga
The time it takes to develop and market a new product is as important as the product itself
Catarina Veiga
 
These three companies share a common feature: they have created innovative strategies to reduce the time-to-market of their new products, surprising the competition and strengthening their market positioning.
Exhibit 1 - Accelerate time-to-market for different business and companies
Exhibit 2 - Examples of products developed in a record time compared with average
 
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