Er her en orientering om Plambeck - der sammen medUmwelt er tyskland største vindmølleprojektudviklere. Udover PNE Wind (som er det nye navn for Plambeck) - gennemgår man også det europæiske marked
et enkelt citat om forskellen på rendyrkede developper og så "mixed-grill" selskaber som GES:
Till date, PNE WIND was however not been operating any of its wind parks, depriving itself of
stable revenues stream and higher margins.
While we applaud that PNE WIND has not followed the trend to shift towards a full ownership model (as did Theolia and alikes), we think it would be a wise decision to negotiate a <20% minority stake in its assets sold. Aside from the (small) long-term cash flows, it will also underpin strategic relationships with owners - utilities by
preference - and as such provide more commercial visibility in the long-run.
I GES's tilfælde får man jo fremover en 50% andel - hvis ellers aftalen med ES kommer hjem
Our main recommendation to the address of PNE WIND’s strategic management would be to broaden its focus more on the utilities clients’ range which prefer to buy permitted projects (as they enjoy in-house financing and construction benefits) rather than turnkey projects. The latter service is mainly an area which attracts financial investors and industy entrants without critical mass.
et enkelt citat om forskellen på rendyrkede developper og så "mixed-grill" selskaber som GES:
Till date, PNE WIND was however not been operating any of its wind parks, depriving itself of
stable revenues stream and higher margins.
While we applaud that PNE WIND has not followed the trend to shift towards a full ownership model (as did Theolia and alikes), we think it would be a wise decision to negotiate a <20% minority stake in its assets sold. Aside from the (small) long-term cash flows, it will also underpin strategic relationships with owners - utilities by
preference - and as such provide more commercial visibility in the long-run.
I GES's tilfælde får man jo fremover en 50% andel - hvis ellers aftalen med ES kommer hjem
Our main recommendation to the address of PNE WIND’s strategic management would be to broaden its focus more on the utilities clients’ range which prefer to buy permitted projects (as they enjoy in-house financing and construction benefits) rather than turnkey projects. The latter service is mainly an area which attracts financial investors and industy entrants without critical mass.
13/5 2009 19:59 stengård 0
11069 filen fylder for meget - så derfor er den uploadet på peecee.dk
jeg beklager at jeg ikke havde tjek på datamængden
http://peecee.dk/upload/view/169961
jeg beklager at jeg ikke havde tjek på datamængden
http://peecee.dk/upload/view/169961
14/5 2009 02:23 jobono 011106 Og om det polske vindmarked (fra news2biz POLAND nr 413, 11. maj 2009):
RWE's Polish wind farms to top 300 MW by 2015
With the erection of its first wind turbines in the Suwalki region in north east of Poland, the German energy giant RWE has marked its debut in the country's renewable energy sector. With 18 Siemens tur-bines (2.3 MW each), the entire Wind Park Suwalki will be commissioned in autumn 2009.
"I believe in energy mix and that Poland should develop simultaneously various energy sources, coal, gas, nuclear and renewables. Coal will play long term a dominant role in Poland therefore we plan to invest jointly with Kompania Weglowa in the most advanced coal plant in Silesia, which is set to reach completion by 2015," Filip Thon, president of RWE Polska, said at a press con-ference. "At the same time RWE strongly invests in wind energy in Mazury, Pomorze and Wielkopolska to support Polish renewable sector."
The investment in Suwalki is the first of a series of wind energy projects implemented by RWE in Poland, as the company plans to construct 300 MW by 2015 in the country. RWE has contractually secured a pipeline of wind farm projects corresponding to some 730 MW. Their completion is mainly conditional on positive economic assessment and potential of grid connections. Next one in line is a wind farm in Tychowo, which is set to be operational by next year. The project will include 15 wind turbines with 2.3 MW each.
"It is our goal to have 4,500 MW in Europe on the basis of renewable ener-gies in operation or under construction by 2012. To reach this goal we will invest at least one billion EUR every year. Poland offers the best wind conditions in Eastern Europe, and it is therefore one of our key markets," said Kevin McCullough, COO of RWE Innogy, RWE's renewable energy arm.
As the Polish law is being adapted to the European Commission's directives, the demand for renewable power in Poland is expected to grow significantly – from the level of 5.8 TWh (5.1% of total energy consumption) in 2007 to 10.8 TWh forecasted for 2010 (10.4%).
At the same time the government plans for 2010 assume installing around 1,000 MW in wind energy sector and about 2.7% share in the total electricity capacities in Poland. This means that during 2007-2010 there will be a requirement for power growth of around 800 MW, which corresponds to the construction of some 200 MW annually.
RWE is one of Europe's top five utilities. Its Polish operations include RWE Polska, which sells energy to some 880,000 customers (mainly in the Warsaw area) and RWE Stoena Operator, which operates the Warsaw power grid. RWE has just inked a joint-venture agreement with Poland's coalmining giant Kompania Weglowa, regarding the construction of a EUR 1.5bn power plant in Silesia (see no 412 page 15 & no 395 page 14).
RWE's Polish wind farms to top 300 MW by 2015
With the erection of its first wind turbines in the Suwalki region in north east of Poland, the German energy giant RWE has marked its debut in the country's renewable energy sector. With 18 Siemens tur-bines (2.3 MW each), the entire Wind Park Suwalki will be commissioned in autumn 2009.
"I believe in energy mix and that Poland should develop simultaneously various energy sources, coal, gas, nuclear and renewables. Coal will play long term a dominant role in Poland therefore we plan to invest jointly with Kompania Weglowa in the most advanced coal plant in Silesia, which is set to reach completion by 2015," Filip Thon, president of RWE Polska, said at a press con-ference. "At the same time RWE strongly invests in wind energy in Mazury, Pomorze and Wielkopolska to support Polish renewable sector."
The investment in Suwalki is the first of a series of wind energy projects implemented by RWE in Poland, as the company plans to construct 300 MW by 2015 in the country. RWE has contractually secured a pipeline of wind farm projects corresponding to some 730 MW. Their completion is mainly conditional on positive economic assessment and potential of grid connections. Next one in line is a wind farm in Tychowo, which is set to be operational by next year. The project will include 15 wind turbines with 2.3 MW each.
"It is our goal to have 4,500 MW in Europe on the basis of renewable ener-gies in operation or under construction by 2012. To reach this goal we will invest at least one billion EUR every year. Poland offers the best wind conditions in Eastern Europe, and it is therefore one of our key markets," said Kevin McCullough, COO of RWE Innogy, RWE's renewable energy arm.
As the Polish law is being adapted to the European Commission's directives, the demand for renewable power in Poland is expected to grow significantly – from the level of 5.8 TWh (5.1% of total energy consumption) in 2007 to 10.8 TWh forecasted for 2010 (10.4%).
At the same time the government plans for 2010 assume installing around 1,000 MW in wind energy sector and about 2.7% share in the total electricity capacities in Poland. This means that during 2007-2010 there will be a requirement for power growth of around 800 MW, which corresponds to the construction of some 200 MW annually.
RWE is one of Europe's top five utilities. Its Polish operations include RWE Polska, which sells energy to some 880,000 customers (mainly in the Warsaw area) and RWE Stoena Operator, which operates the Warsaw power grid. RWE has just inked a joint-venture agreement with Poland's coalmining giant Kompania Weglowa, regarding the construction of a EUR 1.5bn power plant in Silesia (see no 412 page 15 & no 395 page 14).
