Why Mexico? - Lateinamerika Verein eV
Transcripción
Why Mexico? - Lateinamerika Verein eV
ProMéxico, octubre de 2009 1 • In 2008 in the world, about $120 billion dollars were invested in renewable energies. • In a global scale it is estimated that investments in renewable energies will reach $450 billion dollars a year by 2012. •The goal of renewable installed capacity in Mexico for 2024 is approximately 27.442 MW, which represents an increase of 14.951 MW over the next 12 years. •The present value of this increase is valued at approximately 15.821 million dollars Currently, Mexico has an installed capacity to generate 1,924.8 MW of power based in renewable energies. Besides offering great potential for the generation of green sustainable energy ProMéxico, octubre de for 2009 Source: New energy finance (Global Futures 2008), Renewable Policy Network the 21st Century, Reneweable Global Status Report22009, Secretaría de Energía: Programa Especial para el Aprovechamiento de Energías Renovables (agosto de 2009) Agenda II. Actions taken by the Mexican Government III. Renewable energies: Investment opportunities in Mexico IV. Successful stories 3 Why Mexico? 4 Why Mexico? automotive world. Mexico has a 3,000 km border with the United States, country has 14.3%that of world´s Mexico hasa 1,000 kmthat of coastlines facilitate installed renewable energy capacity trade with Asia and Europe Mexico has a network of 12 Free Trade Agreements with 44 countries in 3for continents, According to the “Special Program the Use turns Mexico in a in gateway to a potential ofwhich Renewable Energies”, 2012 Mexico´s market capacity of more than one billion costumers installed to generate power from and 60% energy of world´s GDP. will reach 26% renewable sources 5 • Mexico has approximately 107 million inhabitants. • In 30 years it is estimated that the country´s economically active population will reach 69 million people. • Mexico has more than 750,000 engineering and technology students. • Mexican universities offer more than 900 engineering and technology graduate programs. • The majority of Mexican professionals and technicians speak English as a second language. A country with low operation costs For the second consecutive year, Mexico has the lowest manufacturing costs considering the U.S. as a target market, according to the index of manufacturing costs, surpassing countries like China and India. • 1 Fuente: Alix Partners U.S. Manufacturing – Outsourcing Cost Index, Alix Partners, Febrero 2010. ProMéxico, octubre de 2009 7 A country with low operation costs Mexico stands out as the country with lower operating costs of manufacturing plants and electronics equipment, according to a KPMG study makes a comparison of costs between countries in the Americas, Europe and Asia (1). Plant assembly of electronic products: Operating cost index Japón Australia Estados Unidos México Canadá Reino Unido Países Bajos Italia Alemania Francia 0 20 40 60 80 100 KPMG Competitive alternatives 2009. (1) El estudio “Competitive Alternatives KPMGs Guide to International Business Location 2010 Edition” hace un comparativo de costos entre México, Estados Unidos, Canadá, RU, Francia, Alemania, Italia, Países Bajos, Australia y Japón. 8 A country with low operation costs Mexico stands out as the country with the lowest effective total tax costs, including corporate tax (income tax), capital taxes, sales taxes, taxes on labor, and other corporate taxes, according to a study KPMG making a comparison of tax costs between countries in the Americas, Europe and Asia (1). (1) El estudio “Competitive Alternatives 2010, Special Report :Focus on Tax” realizado por hace un comparativo de costos fiscales efectivos entre México, Estados Unidos, Canadá, RU, Francia, Alemania, Italia, Países Bajos, Australia y Japón. 9 Mexico has acquired a vast experience in the automotive, aerospace and electric-electronic industries, which is guarantee for success in manufacturing renewable energy equipment. Our country hold a world class infrastructure thanks to: • Transfer of quality methodologies • Supplier development • Manufacturing standards • Certifications • Human talent ProMéxico, octubre de 2009 10 Solar Energy Industry in México Solar Energy Industry in México Company Name Product/Service City State Ecotécnicas Constructivas, S.A. de C.V. Consulting Services Chihuahua Chihuahua FREE ENERGY S. DE R. L. DE C. V. PV's Small to Medium Scale Torreón Coahuila Solar Connect, S.A. de C.V. Retail and Installation Monclova Coahuila BATTERY MASTER PV Panels Monterrey Nuevo León Energiasolartom Solar Water Heaters Monterrey Nuevo León EUROSOL; S.A. de C.V. Solar Water Heaters Monterrey Nuevo León Tomas Ángel Durán Torres Retail and Distribution Apodaca Nuevo León WW Energy ST México, S.A. de C.V. Full range of thermal and Photovoltaic applications Monterrey Nuevo León Solar Energy Industry in México Company Name Product/Service City State AAACSIS PLANET S.A. DE C.V Full range of thermal and Photovoltaic applications Querétaro Querétaro Energía Renovable del Centro Consulting Services Querétaro Querétaro INELECSA Full range of thermal and Photovoltaic applications San Luis Potosi San Luis Potosí Energías Alternativas y Renovables Consulting Services Culiacán Sinaloa Simosol e Ingeniería SA de CV Installation and Distribution PV applications Hermosillo Sonora CIDERVER, A.C. Research and Development Veracruz Veracruz ERDM SOLAR S.A. de C.V PV´s manufacturer San Andrés Tuxtla Veracruz GAIA ALTERNATIVA SOLAR S.A de C.V Retail and Installation Boca del Río Veracruz Solar Energy Industry in México Solar Energy Industry in México Company Name Product/Service City State ARIAN SOLAR PV's Small to Medium Scale México DF Asesores en Desarrollo Turístico Sustentable, S. C. Consulting Services México DF Abengoa México, S.A. de C.V. Solar Energy Turnkey Projects México DF BUTECSA - BUFETE DE TECNOLOGÍA SOLAR, S. A. Solar Water Heaters México DF CALENTADORES SOLARES MONARCA, S.A. DE C.V. Solar Water Heaters México DF CALENTADORES SOLARES TECNOSOL Solar Water Heaters México DF CORPORACIÓN UNISOL S.A. DE C.V. Solar Water Heaters México DF ENERGISOL, S.A. de C.V. Solar Water Heaters México DF GRUPO M.M. CONSTRUCCIONES, S.A. DE C.V. Design and Construction México DF Solar Energy Industry in México Company Name Product/Service City State GRUPO SODES Full range of thermal and Photovoltaic applications México DF Grupo Calorex Solar Water Heaters México DF INSTALACIONES TÉCNICAS ESPECIALIZADAS S.A. Wholesale Distributor, Installation México DF Mexicosolar, S. A. de C. V. Retail, distribution México DF MICROM S.A. DE C.V. PV´s manufacturer México DF Mitsui de México, S. de R.L. de C.V. Infrastructure México DF Muratti, S.A. de C.V. Design and Construction México DF SOLUSOLAR S.A. DE C.V. Full range of thermal and Photovoltaic applications México DF SUNWAY DE MÉXICO S. A., DE C.V. Solar Water Heaters México DF Solar Energy Industry in México Company Name Product/Service City State Sojitz Mexicana, S. A. de C.V. Infrastructure México DF SOLHERCO, S.A. DE C.V. Full range of thermal and Photovoltaic applications México DF SAINT-GOBAIN Worldwide Leader in Solar Energy Applications México DF UL de México, S. a. DE c. v: Certification Services México DF CAPTASOL, S.A. de C.V Solar Water Heaters Celaya Guanajuato Desmex, S.A. de C.V. Full range of thermal and Photovoltaic applications Leon Guanajuato Ferremas, SA de CV / Eco-tecnologías Retailer Solar Water Heaters Leon Guanajuato INGENIERIA SOLAR MEXICANA Solar Water Heaters Leon Guanajuato RENOVABLES DE MÉXICO S.A. DE C.V. Full range of thermal and Photovoltaic applications León Guanajuato Solar Energy Industry in México Company Name Product/Service City State SOLARTEC S.A DE C.V. PV´s Manufacturing Irapuato Guanajuato CERO CONTAMINACIÓN Solar Water Heaters Guadalajara Jalisco E2 ENERGIAS, S.A. DE C.V. Manufacturing and Distribution Full range of PV and Thermal Guadalajara Jalisco ENERGYTEC RENOVABLES, S.A.P.I. de C.V. PV's Small to Medium Scale Zapopán Jalisco FRANTOR CALENTADORES SOLARES (mr) Solar Water Heaters Arandas Jalisco NatSol, S.A. de C.V Solar Water Heaters Zapopan Jalisco Sistemas de Ecología Solar S.A. de C.V. Retail and Distribution Zapopan Jalisco THERMOSOL S.A. de C.V. Solar Water Heaters Guadalajara Jalisco Naucalpan México B-Energy, S.A. de C.V. Broad spectrum of Photovoltaic Solutions for both the private sector and public institutional applications. Solar Energy Industry in México Company Name Product/Service City State Solar Energy Industry in México Company Name Product/Service City State Agenda I. Invest in Mexico: The Smart Choice III. Renewable energies: Investment opportunities in Mexico IV. Successful Stories 21 • Promotion of cooperation in technological research and development. • Promotion of private investment to create and strengthen companies that design and manufacture components and equipment. • Support for projects that generate power from renewable sources. •Development of transmission infrastructure. •Programmers' for the development and financing of sustainable homes. •Implementation of a program for the promotion and use of solar water heaters. 22 Actions taken by the Mexican Government 1. Zero tariff for equipment that prevent pollution and promotes technological research and development. 2. Cash grants credited to taxes for technological research and development (National Council of Science and Technology CONACYT). 3. Accelerated depreciation for infrastructure projects that use renewable energy sources up to 100% in one year. 4. Cash Grants for the manufacturing of renewable energy generating equipment & components. Source: SENER , SHCP, SE, SEMARNAT y CRE 23 Actions taken by the Mexican Government 5. Interconnection agreements for intermittent sources of electric power (Federal Power Commission). 6. Kyoto Protocol: allows the use of the Mechanism for Clean Development to obtain Emissions Reduction Certificates. 7. Interconnection agreement for net metering low and mid scale renewable technologies (up to 500 kw/h). 8. “Fund for Energy Transition and Sustainable Use of Energy”* which aims at promoting the use, development and investment in renewable energies and in power efficiency. Source: SENER , SHCP, SE, SEMARNAT y CRE ProMéxico, octubre de 2009 24 Agenda I. Invest in Mexico: The Smart Choice II. Actions taken by the Mexican Government III. Renewable energies: Investment opportunities in Mexico IV. Successful Stories 25 Investment Opportunities in Mexico • EDF Energies Nouvelles • Iberdrola Some of the services offered by these companies are: • Kyocera • Manufacturing of blades and bearings for wind turbines • Geothermic energy development • Distribution and assembly of photovoltaic panels • Energy-efficient lighting solutions • Power generation from renewable energies • Production of solar heaters • PV Racks and Structures • Liebherr • Sanyo • Sunpower • USO (United Solar Ovonic) • Vientek (Mitsubishi andProMéxico, TPI Composites Joint Venture) octubre de 2009 26 Investment Opportunities in Mexico Wind Power: Mexico´s potential exceeds 40,000 MW. Mexico hosts al least 28 wind power projects, including “Eurus”, Latin America´s largest wind power project, with an installed capacity of 250 MW. Solar Power: Half of Mexico´s territory receives an average daily sun exposure of 5 kwh/m2. Enough to cover the needs of an average Mexican Household. It is estimated that in 2012, Mexico will have a 10 MW production capacity of thermo solar energy. Source: National Renewable Energy Laboratory, SENER: Políticas y Medidas para Fomentar la Integración Nacional de Equipos y Componentes para el Aprovechamiento de las Energías Renovables y el Uso Sustentable de la Energía, Agosto 2009, SENER, Energías Renovables para el Desarrollo Sustentable en México, 2006 Investment Opportunities in Mexico Hydropower: Its is estimated that the potential for plants with capacities below 10MW is approximately 3,250 MW. Mexico has 34 plants within this range with a total capacity of 109 MW. Geothermal Power: Mexico´s installed capacity to generate power from geothermal energy is approximately 1,000 MW; third largest in the world, after Philippines and the United States. Biomass Power: Bioenergy represents 8% of the county´s primary power consumption. It is estimated that Mexico´s biopower potential is between 83,500 and 119,000 MW per year. 28 Investment Opportunities in Mexico Actions Wind Power Construction of infrastructure and expansion of the grid to interconnect 2,473 MW. Solar Power “Agua Prieta II”: combined cycle with parabolic solar collectors. 29 Investment Opportunities in Mexico Actions Hydropower Strengthen rural electrification through mini hydroelectric plants Geothermal Power Biomass Power • • • • Cerro Prieto-V 32 MW Los Humeros II 46 MW Los Azufres 150 MW Cerritos Colorados 75 MW The CRE has issued 54 permits for electricity-generation plants that use biomass and biogas 498 MW. 30 Agenda I. Invest in Mexico: The Smart Choice II. Actions taken by the Mexican Government IV. Successful Stories 31 Successful Stories 1. In 1987, Kyocera established a plant in Tijuana, where it currently manufactures ceramic semiconductors. Since 2004, the company started assembling solar panels and today, Kyocera posses a 35 MW annual production capacity. In 2008, Kyocera started a $33 million dollar investment in the construction of a second plant in Tijuana with the purpose of increasing its capacity from 35 to 150 MW per year. 32 Successful Stories 2. In January 2009, CEMEX opened a selfsufficient wind park in Juchitán de Zaragoza, Oaxaca. It is estimated that this park will reach an electric power generation capacity of 250 MW and it will cover 25% of CEMEX´s power needs in Mexico. Currently, the park is equipped with 25 wind turbines with an energy potential of 167 MW. 33 Successful Stories 3. Vientek has been operating in Ciudad Juárez, Chihuahua, since March 2002. The company has two facilities that manufacture wind turbine blades, with a production of 1,200 MW. Since the beginning of their operations in Mexico, Vientek has produced more than 5,000 wind engines blades. 34 Successful Stories 4. ENEL just presented last week to the Mexican Government their projections install 1,000 MW of Wind Power in various locations in Mexico. ENEL is committed to work with Mexico to develop the value chain of suppliers for wind and solar related technologies in the near future. 35 THANK YOU! 36 37 Annex 1: Detailed legal framework 1. Constitución Política de los Estados Unidos Mexicanos 1. Political Constitution of the United Mexican States (“CPEUM”). (“CPEUM”). El artículo 27 de la CPEUM determina que corresponde exclusivamente a la Nación generar, conducir, transformar, distribuir y abastecer energía eléctrica que tenga por objeto la prestación de servicio público. Punto clave – servicio público. Article 27 of the CPEUM determines that it is an exclusive faculty of the Nation the generation, transportation (conduit), transformation, distribution and supply of electrical energy which has as purpose the rendering of public service. Key issue – public service. 2. Marco Normativo. 2. Regulatory Framework. 2.1 Ley del Servicio Público de la Energía Eléctrica (“LSPEE”) y 2.1 Electrical Energy Public Services Law (“LSPEE”) and its su Reglamento en correlación con la Ley de Inversión Regulations in coordination with the Foreign Investment Law Extranjera (“LIE”). (“LIE”). La LSPEE, su Reglamento y la LIE señalan las actividades que no son The LSPEE, its Regulations and the LIE foresee that the following consideradas como servicio público y que pueden ser llevadas a cabo activities are not considered public services and therefore they may be por particulares. Dichas actividades son las siguientes: developed or performed by the private sector: I. Generación de energía eléctrica cogeneración o pequeña producción; para autoabastecimiento, I. Generation of electrical energy for self supply, cogeneration and small production; a) Autoabastecimiento: utilización de energía eléctrica para fines a) Self supply: use of electrical energy for self consumption, de autoconsumo siempre y cuando dicha energía provenga de plantas provided that the origin of such energy derives from plants bound to destinadas a la satisfacción de las necesidades del conjunto de los satisfy the needs of the group of co-owners or partners. copropietarios o socios. Ejemplo. Cuatro sociedades constituidas bajo las leyes de los Estados Unidos Mexicanos, constituyen una sociedad anónima mexicana con el fin de que esta sociedad solicite el permiso correspondiente para la producción de energía eléctrica a través de un parque eólico, energía eléctrica generada que satisfacería sus necesidades de electricidad. No proporcionalidad entre tenencia accionaria y consumo. Excedentes. Example. Four companies incorporated in accordance to the Mexican laws set up a Mexican company. This company requests the respective authorization for the generation of electrical energy through a wind mill park, generated electrical energy that would satisfy its electricity requirements. Not necessarily a ratio or proportion between the stake holdings and the consumption. Surplus. Annex 1: Detailed legal framework b) Cogeneración: (i) la producción de energía eléctrica conjuntamente con vapor u otro tipo de energía térmica secundaria, o ambas; (ii) la producción directa o indirecta de energía eléctrica a partir de energía térmica no aprovechada en los procesos de que se trate, o (iii) la producción directa o indirecta de energía eléctrica utilizando combustibles producidos en los procesos de que se trate. La Cogeneración deberá satisfacer los requerimientos de establecimientos asociados y representar eficiencia frente a las plantas generadoras convencionales. b) Cogeneration: (i) the production of electrical energy jointly with steam or other thermic secondary energy, or both; (ii) the direct or indirect production of electrical energy derived from thermic energy not used in specific processes, or (iii) the direct or indirect production of electrical energy using fuel produced in the respective processes. The Cogeneration shall satisfy the requirements of associated establishments and shall represent efficiency versus a standard plant. c) Pequeña producción: (i) la venta a la Comisión Federal de Electricidad (“CFE”) de la totalidad de la electricidad generada, en cuyo caso los proyectos no podrán tener una capacidad total mayor de 30 MW en un área determinada por la Secretaría de Energía; (ii) el autoabastecimiento de pequeñas comunidades rurales o áreas aisladas que carezcan del servicio de energía eléctrica, en cuyo caso los proyectos no podrán exceder de 1 MW, y (iii) la exportación, dentro del límite máximo de 30 MW. c) Small production: (i) the sale to the Federal Electricity Commission (“CFE”) of all the generated electricity, in which case the projects may not have a total capacity greater than 30 MW in an area determined by the Ministry of Energy; (ii) the self supply to small rural communities or isolated areas with a lack of electrical energy service, in which case the projects may not exceed 1 MW, and (iii) the exportation within a cap of 30 MW. II. Generación de energía eléctrica realizada por productores independientes cuya finalidad sea la venta a la CFE; Producción independiente: la generación de energía eléctrica proveniente de una planta con capacidad mayor de 30 MW, destinada exclusivamente a su venta a la CFE o a la exportación. La CFE deberá comprar la electricidad generada en base a los términos y condiciones acordados. II. Generation of electrical energy performed by independent producers with the purpose of selling it to the CFE; Independent production: the generation of electrical energy which origin is a plant having a capacity greater than 30 MW, bound for its sale exclusively to the CFE or for the export market. The CFE shall purchase the generated electricity based on the agreed terms and conditions. III. Generación de energía eléctrica para su exportación, derivada de III. Generation of electrical energy for its exportation, derived from the cogeneración, producción independiente y pequeña producción; cogeneration, independent production and small production; IV. Importación de energía eléctrica ya sea por personas físicas o IV. Importation of electrical energy, either by individuals or legal morales, destinada exclusivamente al abastecimiento para usos propios entities, bound exclusively for self supply for its own consumption (of (para uso del importador); y importer); and V. La generación de energía eléctrica destinada a uso en emergencias V. The generation of electrical energy bound for emergency cases as a derivadas de interrupciones en el servicio público de energía eléctrica. result of interruptions in the electrical energy public service. Annex 1: Detailed legal framework La generación de energía eléctrica también podrá incluir la transmisión, The generation of electrical energy may also include the transmission, la transformación y la entrega de la energía eléctrica a los respectivos transformation and delivery of the electrical energy to the corresponding beneficiarios de la misma. beneficiaries of the same. 2.2 Ley para el Aprovechamiento de Energías Renovables y el 2.2 Law for the Use of Clean Energies and Financing to Financiamiento de la Transición Energética (“LAERFTE”) y su Transitional Energetic (“LAERFTE”) and its Regulations. Reglamento. La LAERFTE define el término energías renovables como aquellas cuya fuente reside en fenómenos de la naturaleza, procesos o materiales susceptibles de ser transformados en energía aprovechable por la humanidad, que se regeneran naturalmente, por lo que se encuentran disponibles de forma continua o periódica. The LAERFTE defines the term renewable energies to those which source resides in natural events, processes or materials subject to be transformed in energy useful for human, that are naturally regenerated and therefore are available in a continues and periodic form. Los fenómenos, procesos o materiales susceptibles de ser trasformados en energía son: a) El viento; b) La radiación solar, en todas sus formas; c) El movimiento del agua en cauces naturales o artificiales; d) La energía oceánica en sus distintas formas, tales como maremotriz, de las olas, de las corrientes marinas, etc.; e) El calor de los yacimientos geotérmicos; f) Los bioenergéticos, que determine la Ley de Promoción y Desarrollo de los Bioenergéticos. The events, processes and materials subject to the transformed in energy are: a) The wind; b) The solar radiation in all its forms; c) The movement of water in natural or artificial flows; d) The oceanic energy in all its forms such as see movement, of the waves, of the maritime flows, etc.; e) The heat of geothermic deposits; f) The bioenergetics listed by the Law to Promote and Develop the Bioenergetics. Para efectos de la LAERFTE, los particulares pueden llevar a cabo la generación de electricidad a partir de energías renovables. Los generadores pueden ser tanto personas físicas como personas morales constituidas conforme a la legislación mexicana. For purposes of the LAERFTE, the private sector may perform the generation of electricity from renewable or clean energies. Generators could be either individuals or companies incorporated in accordance to the Mexican laws. 3. Autorizaciones. 3. Authorizations. Las modalidades relacionadas con la energía eléctrica son actividades The different types of activities related with the electric energy require a que requieren previo permiso para su ejercicio. previous authorization for their implementation. Annex 1: Detailed legal framework Como regla general los permisos cuentan con una vigencia indefinida, As a general rule, the authorizations are awarded for an indefinite salvo el que otorgue en virtud de producción independiente cuyo time, except the ones granted for the independent production which plazo no podrá exceder de 30 años. term may not exceed 30 years. El Reglamento de la LSPEE establece que no se requerirá permiso para el autoabastecimiento de energía eléctrica: (a) que no exceda de 0.5 MW; (b) ni para el funcionamiento de plantas generadoras cuando sean destinadas exclusivamente al uso propio en emergencias derivadas a la interrupciones en el servicio público de energía eléctrica. The Regulations of the LSPEE establish that no authorization is required for the self supply of electrical energy: (a) which does not exceed 0.5 MW; (b) nor for the functioning of generating plants when they are exclusively bound for the self use in case of emergencies derived from the interruptions of the electrical energy public service. La Comisión Reguladora de Energía es la entidad encargada de los diversos aspectos, incluyendo la expedición de normas, directivas, metodologías y demás disposiciones de carácter administrativo que regulen la generación de electricidad a partir de energías renovables y el establecimiento de los sistemas de metrología para el cálculo de las contraprestaciones para los generadores de energías. The Energy Regulatory Commission is the entity in charge of the different matters, including issuing the norms, guidelines, methodology and other provisions of administrative nature that regulate the generation of electricity from renewable energies and the establishment of the methodology systems for the calculation of the rates for the generators of energy. El Reglamento de la LAERFTE también prevé que los generadores The Regulations of the LAERFTE also foresees that the clean renovables para autoabastecimiento de hasta 0.5 MW tendrán los generators for self supply up to 0.5 MW will have the same rights mimos derechos que los previstos en la LSPEE. granted by the LSPEE. 4. Normas Oficiales Mexicanas 4. Official Mexican Norms. Los particulares que lleven a acabo las actividades y modalidades de uso de la Energía Eléctrica deberán en todo momento cumplir con las Normas Oficiales Mexicanas que expida la Secretaría de Energía relativas a las obras e instalaciones. The private sector performing activities under the modality of use of Electric Energy shall comply at all moment with the Official Mexican Norms issued by the Ministry of Energy related to constructions and installations. 5. Nichos de mercado. 5. Market opportunities.