Showing posts with label JNNSM. Show all posts
Showing posts with label JNNSM. Show all posts

Monday, September 12, 2011

Existing grid connected Solar PV Plants in India

MNRE has recently released the list of all grid operating solar PV projects in India (latest updated as on July 2011. See the detailed list here and also below).



Thursday, September 8, 2011

Key Solar Players in India in Solar Cell & Module manufacturing

The guidelines for second batch under Phase I of Jawaharlal Nehru National Solar Mission (JNNSM) were announced recently by Ministry of New and Renewable Eneergy (MNRE) . The excerpts of the guidelines are captured in our previous blog.

To give strong impetus in promoting domestic manufacturing, the developers are expected to procure their project components from domestic manufacturers. For Solar Photo-voltaic (PV) projects using Crystalline technology, to be selected in second batch during FY 2011-12, it is mandatory for all the projects to use cells and modules manufactured in India. However, Thin film and Concentrated PV (CPV) has no such domestic limitations.

In view of the above, the list of major Indian players in Solar Cell and Module manufacturing along with Technologies are mentioned below:-

Sr. No. Company Name Solar Cells Solar Modules Crystalline Silicon Thin Film
1 Moser Baer PV Pvt. Ltd. Yes Yes Polysilicon Amorphous-Silicon
2 Titan Energy Systems Ltd. - Yes Monosilicon & Polysilicon Amorphous-Silicon & Copper Indium Gallium Selenide
3 Maharishi Solar Technology Pvt. Ltd. Yes Yes Polysilicon -
4 Tata BP Solar Yes Yes Monosilicon & Polysilicon -
5 Solar Semiconductors Yes Yes Monosilicon & Polysilicon -
6 Central Electronics Ltd. Yes Yes Monosilicon -
7 BHEL Yes Yes Monosilicon -
8 Lanco Solar Pvt. Ltd. Yes Yes Monosilicon & Polysilicon -
9 Signet Solar - Yes - Amorphous-Silicon
10 Webel Solar Yes Yes Monosilicon -
11 Indosolar Yes - Monosilicon & Polysilicon -
12 PLG Power Ltd. Yes Yes Polysilicon -

The above list may not be a complete and comprehensive list, but it gives an overall and fair representation of players involved in manufacturing of solar cells and modules.
  • What is to be seen if the domestic content constraint on Crystalline technology and its relative higher costs compared to Thin film will force new projects to go with Thin film technology
  • Also there will be competition amongst Crystalline panel manufacturing players to get share of batch-2 projects and this could drive new market dynamics
pManifold as part of its Solar practice offer services to properly reveal and pen down the technology, cost and performance trade-offs. (See pManifold services in Solar for more details)

Wednesday, September 7, 2011

Solar PV System Workshop -Technology, Risks, Manufacturing, EPC, O&M and Investment


pManifold as Knowledge Partner to IIES 2011 organized a workshop on 'Solar PV System – Technology, Risks, Manufacturing, EPC, O&M, Investment'. The workshop brought best Industry experts and participants through out the country.

Monday, September 5, 2011

Bid Analytics for JNNSM Batch-1 Solar PV projects

1000 MW Phase-1 under JNNSM by 2012

Under the Jawaharlal Nehru National Solar Mission (JNNSM), the total aggregated capacity of grid connected Solar Projects in Phase-1 shall be 1000 MW. The deployment of Solar PV and Solar Thermal projects shall be in the ratio of 50:50. The allocation of capacities in Phase-1 is done in two batches and over two financial years  i.e., 2010-2011 and 2011-2012. The total capacity of Solar PV projects to be selected in First Batch i.e., in FY 2010-11 was limited to 150 MW. The Projects for remaining capacity of 350 MW for Solar PV Projects will be selected in current Second Batch i.e., in FY 2011-12 (See detailed guidelines from earlier post 'Solar JNNSM Batch-2 pickup - RfS deadline 23 Sep').  Grid connected Solar Thermal power projects of an aggregate capacity of 500 MW have already been selected in FY 2010-11.

Bid Analytics of Batch-1 JNNSM Solar PV Projects

The mission has designated NTPC’s Vidyut Vyapar Nigam Limited (NVVN) as the nodal agency for procurement of solar power. On 18th August 2010, NVVN invited Request for Selection (RfS) from interested developers to develop 150 MW solar PV projects with a capacity of 5 MW each, and 500 MW solar thermal projects with a minimum capacity of 5 MW and maximum of 100 MW each. The last date for receiving the RFS was September 24, 2010. NVVN received 418 RfS from both PV and Solar Thermal project developers. Out of the total of 418 requests, 343 were applications for solar PV and 55 for Solar Thermal.

The interest in investor community was high with Solar PV receiving 343 applications (x 5MW = Total 1715 MW) against requirements for 30 projects (total 150 MW) i.e. 11.43 times higher application. The process then went into 'reverse bidding' to select only 30 bidders, with winner being the company that can offer highest discount to base set tariff rate of Rs. 17.91 per kWh. 

The 'winner' 30 bids for solar PV under Batch-1 varied from Rs. 10.95/kWh to Rs. 12.76/kWh, at an average bid price of Rs. 12.15/kWh.

Thursday, September 1, 2011

Solar JNNSM Batch-2 pickup - RfS deadline 23 Sep

The guidelines for batch-2 of JNNSM are announced by MNRE and available here. NTPC Vidyut Vyapar Nigam (NVVN) has issued the Request for Selection (RfS) document due date for submission as 23 September 2011.

Some important considerations in the guidelines
  1. Plant Size:
    • Total capacity under bidding – 350 MW
    • Minimum capacity of a single PV plant – 5 MW
    • Maximum capacity of a single PV plant raised to 20 MW.
    • Plant capacity will be in multiples of 5MW. In other words, a developer can bid for projects of size 5 MW, 10 MW, 15 MW or 20 MW.
  2. Company structuring:
    • A company in any form (including parent, affiliate, ultimate or any group company) can bid for a maximum of 3 projects totaling 50MW.
    • Foreign companies can participate in the bidding process. But before signing of the PPA, they have to form an Indian company registered under the Companies Act, 1956
    • Controlling shareholder of the project must maintain 50% share for 1 year (up from 26% in earlier Batch-1 RfS)
  3. Financial selection criterion:
    • Minimum Net worth of Rs. 3 Crore/MW upto 20 MW size of project and there after Rs. 2 Crore/MW. Share premium not to form part of the Net worth calculation. Also Net worth to be established atleast 7 days prior to RfS submission.
  4. Technology selection criterion:
    • Domestic requirement – Both cells and modules have to be manufactured in India. This domestic content requirement does not apply for Thin film and Concentrating Photovoltaic(CPV) technologies.
    • The bidder will have to deploy only commercially proven technology – those that have at least one project successfully operational for at least  one year, anywhere in the world.
    • Inter-connection authorization letter from State Transmission company to allow evacuation of power at voltage level 33KV and above.