Brancheninformation und Marktpotential der Umwelttechnologie in den USA 2010/2011

IHK zu Rostock, 2.3.2011

GADORE Center USA LLC, c/o windConsultantAnnette Nüsslein, www.gadorecenter.de

Inhaltsübersicht2

1. Investitionsklima in den USA: Umwelttechnologie 20112. Windindustrie in den USA

Onshore-Windindustrie Offshore-Windindustrie Chancen und Risiken Windpower 2011

3. Biogas/Pellets/Recycling in den USA 4. PV und Solarthermie in den USA5. Kontaktdaten

1. Investitionsklima in den USA: Umwelttechnologie 2011

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Investitionsklima hellt sich in den USA 2011 auf / Chancen für deutsche Unternehmen aus der Umwelttechnologie  (GTAI, 3.2.2011) „In den USA dürfte die Investitionsneigung 2011 wieder zunehmen. Ausschlaggebend dafür sind

daswirtschaftsfreundliche politische Klima, die aktuelle Steuerpolitik und die anziehende Nachfrage nach Waren und Dienstleistungen in den USA und im Ausland.

Das kommt auch deutschen Exporteuren zugute. Die Lieferungen aus Deutschland in die USA sind 2010 im Vorjahresvergleich zwischen 15 und 20% gestiegen; endgültige Zahlen liegen noch nicht vor.“  Diese aktuelle Meldung von Germany Trade & Invest (gtai) darf als Einladung an alle mittelständischen

Unternehmen und Spezialisten aus dem Bereich der Umwelttechnologie begriffen werden, die den amerikanischen Markt

sondieren möchten bzw. ihre Geschäftstätigkeit dort ausbauen möchten.  Hier sind besonders Unternehmen angesprochen, die in diesen Bereichen tätig sind: Windindustrie Solarwirtschaft Biogas/Pellets/Recycling 

2. Windindustrie in den USA4

Ohne Frage ist die deutsche Windindustrie im Segment der Umwelttechnologie Vorreiter bezüglich eines geschäftlichen Engagements in den USA.

Namhafte deutsche Turbinen-Hersteller wie auch Zulieferer sind mittlerweile erfolgreich in den USA tätig, verfügen über eigene Produktionsstätten und sind im amerikanischen Onshore-Windbusiness tätig.

Die Auftragslage für die Hersteller war 2010 durchaus erfolgreich für Siemens, Repower und Nordex… .

Beispiel:

Siemens erhält Großauftrag für Windturbinen von Buffett-Firma

29. Dezember 2010, © Thomson Reuters 2011 New York (Reuters) - Siemens wird das US-Unternehmen MidAmerican Energy mit 258 Windturbinen beliefern.Dabei handele es sich um die größte Bestellung für ein Windprojekt an Land, teilte der Münchener Konzern am Dienstag mit. Die Anlagen will Siemens in den US-Bundesstaaten Iowa und Kansas produzieren.

Die Turbinen sollen eine Kapazität von 593 Megawatt haben. Mit einem Megawatt können bereits 800 durchschnittliche amerikanische Haushalte versorgt werden. Der Abnehmer MidAmerican gehört der Beteiligungsgesellschaft Berkshire Hathaway des US-Starinvestors Warren Buffett.

2. Windindustrie in den USA5

Beispiel:

REpower unterzeichnet 51 MW-Vertrag für Windparkprojekt in den USA (14.12.2010, www.iwr.de)

Hamburg / Denver / Pittsburgh (USA) - Die REpower Systems AG hat mit der EverPower Wind Holdings, Inc. einen Vertrag über die Lieferungvon 25 WEA in den USA abgeschlossen. Zudem wurde eine Kaufoption aufweitere 85 REpower-Anlagen vereinbart. Die Anlagen des Typs REpower MM92 mit einer Nennleistung von jeweils 2,05 MW und einer Nabenhöhe von 80 Metern sind für eines der EverPower-Windparkprojekte in den US-Bundesstaaten New York, Ohio, Pennsylvania und Washington bestimmt.

EverPower verfügt nach Angaben des WEA-Herstellers über Projekte im fortgeschrittenen Entwicklungsstadium mit einer Gesamtleistung von mehr als 600 MW, deren Errichtung innerhalb der nächsten drei Jahre geplant ist.

Manufacturers of Installed Turbines Diversifying Over Time

Source: AWEA, U.S. Wind Industry Annual Report, Year Ending 2009

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Onshore-Windindustrie7

January 24, 2011 (www.awea.org)

U.S. wind energy industry finishes 2010 with half the installations of 2009, activity up in 2011, now cost-competitive with natural gas

Industry weathers latest boom-bust cycle as utilities move to lock in more wind power at favorable long-term rates

Washington, D.C. - America's wind industry built 5,115 megawatts of wind power last year, barely half of 2009's record pace, but entered 2011 with over 5,600 megawatts currently under construction - and with wind cost-competitive with natural gas for new electric generation, utilities are moving to lock in favorable rates.

"Wind power is a great deal right now in many areas of the country," said Denise Bode, CEO of the American Wind Energy Association (AWEA). "However, our industry continues to endure a boom-bust cycle because of the lack of long-term, predictable federal policies, in contrast to the permanent entitlements that fossil fuels have enjoyed for 90 years or more.”

Buoyed by a one-year extension of the 1603 Investment Tax Credit for renewable energy in the final days of the 111th Congress, the industry entered the new year with over 5,600 MW of electric power currently under construction, well above the same time a year earlier. Further projects are expected to start up in time to meet the new construction deadline for the tax credit, now set to expire at the end of 2011.

The industry is likely to finish 2011 ahead of 2010 numbers, according to Elizabeth Salerno, AWEA Director of Industry Data & Analysis.

Onshore-Windindustrie8

Total U.S. wind capacity now stands at 40,180 MW, an increase in capacity of 15% over the start of 2010, AWEA reported today. For the first time, U.S. capacity fell second to China's; China now has 41,800 MW in operation, an increase of 62% in capacity over a year ago, according to a Jan. 13 report from the Chinese Renewable Energy Industries Association.

The top five states for cumulative wind energy capacity at the close of 2010 all have such state targets:

Texas: 10,085 MW Iowa: 3,675 California: 3,177 Minnesota: 2,192 Washington: 2,105

With the addition of Delaware and Maryland, 38 states now have utility-scale wind projects, and 14 of those have now installed more than 1,000 MW of wind power.

AWEA's Fourth Quarter Market Report for 2010 is available at www.awea.org/la_pubs_reports.cfm.

Installed Capacity by State

Source: AWEA Second Quarter 2010 Report

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Offshore-Windindustrie10

DOE, Department of Interior Announce Offshore Wind Initiatives

DOE and the U.S. Department of the Interior (DOI) unveiled on February 7 2011 a coordinated strategic plan to accelerate the development of offshore wind energy, including new funding opportunities for up to $50.5 million.

The joint National Offshore Wind Strategy: Creating an Offshore Wind Industry in the United States is the first-ever interagency plan on offshore wind energy. The departments also named several high priority "wind energy areas" in the Mid-Atlantic that will spur rapid, responsible development of wind energy. The initiatives are part of DOI's "Smart from the Start" program, announced in November 2010 and designed to speed appropriate commercial-scale wind energy development.

The plan includes deployment of 10 gigawatts (GW) of offshore wind generating capacity by 2020 and 54 GW by 2030, enough energy to power 2.8 million and 15.2 million average American homes.

The market is globalizing…

2012

1,458

2011

1,227

2010

2013

2,566

3,301

2014

3,868

2015

3,715

2016

4,305

2017

4,800

2018

5,175

2019

5,470

2020

6,408

88%

11%

20%

69%

Asia Pacific

North America

Europe

Forecasted annual offshore installation in MW

Source: Emerging Energy Research, Global Offshore Wind Energy Markets and Strategies 2009-2020, December 2009

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6-8 GW of offshore wind could be installed in the US by 2020

Source: SWP

Installations until 2015 by state

Annual offshore MW installed

2010 2011 2012 2013 2014 2015Total by

2020

0 20 <25 200 500 1000 6,000-8,000

But getting there will require:

Predictable revenue streams

Streamlined permitting processes

Willing lenders

Vessels & ports

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Offshore-Windindustrie13

Fazit: Nach jahrelangem Zaudern und lokalen

Widerständen entsteht in den USA ein neuer Offshore-Markt. Offshore ist politisch gewollt. Cape Wind in MA ist das Vorreiterprojekt.

Derzeit enorme Defizite bezüglich: Genehmigungsverfahren, Offshore-Technologiekonzepten, Supply Chain, Logistik, Wartung und Service, Finanzierungsmodellen.

Die Offshore-Politik (DOE und DOI) in den USA verfügt noch über geringe Erfahrungen, man sucht den Kontakt mit Europa!

Chancen und Risiken14

Chancen: Der amerikanische Markt für Umwelttechnologie besticht positiv durch seine Größe und seinen Nachholbedarf. Dennoch birgt er Risiken und verlangt realistische Anpassungen.

Risiken:Ein nationales Fördermodell für die Erneuerbaren Energien (vergleichbar dem deutschen EEG) gibt es nicht. Das trägt zur Instabilität bei.

Chancen: The renewable electricity standard (RES), also known as a renewable portfolio standard (RPS), uses market mechanisms to ensure that a growing percentage of electricity is produced from renewable sources, like wind power. The RES provides a predictable, competitive market, within which renewable generators compete with each other to lower prices. RES policies currently exist in 29 U.S. states, but not at the national level.

AWEA seeks a national RES that calls for 25% of the nation's electricity to come from renewable energy by 2025. An aggressive near-term target, such as the 10% by 2012 objective called for in the Obama-Biden New Energy for America plan, is essential to ensure rapid renewable energy deployment. The target levels should increase incrementally in the years that follow.

Chancen:Den Markt stimulieren aktuell die nationalen Konjunkturprogramme (ARRA), diverse Steuervergünstigen, diverse Förderprogramme auf bundesstaatlicher und regionaler Ebene. Wer green jobs schafft, wird gefördert.

Chancen und Risiken15

Production Tax Credit: What is the current status of the Production Tax Credit?

The renewable energy production tax credit (PTC), a credit of 2.1 cents per kilowatt-hour, is the primary federal incentive for wind energy and has been essential to the industry's growth. Other electricity generation technologies have their own forms of federal support, often permanent in tax law, so wind power would be disadvantaged in the absence of a PTC or other comparable incentive.

Since its establishment in 1992, the PTC has undergone a series of short-term extensions, and has been allowed to lapse in three different years: 1999, 2001 and 2003. In February 2009, through the American Recovery and Reinvestment Act, Congress acted to provide a three-year extension of the PTC through December 31, 2012.

Additionally, wind project developers can choose to receive a 30% investment tax credit (ITC) in place of the PTC for facilities placed in service in 2009 and 2010, and also for facilities placed in service before 2013 if construction begins before the end of 2010.

The ITC then qualifies to be converted to a grant from the Department of Treasury. The Treasury Department must pay the grant within 60 days of an application being submitted. This policy is designed to help the wind energy industry continue to finance projects during these challenging economic times.

Chancen und Risiken16

DSIRE: Established in 1995, the Database of State Incentives for Renewables & Efficiency (DSIRE) is an ongoing project of the North Carolina Solar Center and the Interstate Renewable Energy Council (IREC). It is funded by the U.S. Department of Energy’s Office of Energy Efficiency and Renewable Energy (EERE), primarily through the Office of Planning, Budget and Analysis (PBA). The site is administered by the National Renewable Energy Laboratory (NREL), which is operated for DOE by the Alliance for Sustainable Energy, LLC. http://www.dsireusa.org/summarytables/finre.cfm

Neue Investoren treten in Erscheinung (US-Army, Gemeinden, lokale und große Stromversorger etc.)

Windpower 2011 in Anaheim

WINDPOWER Conference & Exhibition 2011 will be hosted at the Anaheim Convention Center in Anaheim, California from May 22nd through 25th.

Größte Messe und Konferenz für die Windbranche in den USA, mehr als 20.000 Besucher in 2010

http://www.windpowerexpo.org/documents/Schedule_at_a_Glance_2_3.pdfKonferenz bietet aktuelle Informationen und Stellungnahmen der Hersteller sowie vielfältige Insider-Kontakte

GADORE organisiert einen Gemeinschaftsstand, noch Plätze frei, Infos einfach anfordern an: info@gadorecenter.de

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Biogas in den USA18

The American Biogas Council represents a full range of renewable biogas and anaerobic digestion interests including manufacturers, engineering firms, feasibility firms, project developers, legal firms, education organizations, utilities, financiers and local and regional government.

www.americanbiogascouncil.org /

The American Biogas Council is 68 membersstrong and growing each week.

Biogas in den USA19

Biogas/Pellets/Recycling20

Gewinnt in den USA erst allmählich an Bedeutung, aber die Branche formiert und vernetzt sich. Die Zahl der Fachevents und Messen nimmt zu. Die Lobbyverbände wachsen schnell.

Einzelne deutsche und österreichische Unternehmen realisieren bereits in den USA Projekte (häufig mit amerikanischen Partnern). Das Interesse der Amerikaner ist groß, besonders in US-Bundesstaaten mit viel Landwirtschaft und großen Tierfarmen (Schweine, Kühe, Hühner…). Dennoch ist hier auch viel Informationsarbeit zu leisten.

Erst wenige US-Bundesstaaten haben ein spezifisches Förderprogramm (Georgia). Aber auch hier wird es Bewegung durch „Wettbewerb“ geben.

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Biomasse / PelletsThe Biomass Thermal Energy Council

(BTEC) is a nonprofit association dedicated to advancing the use of biomass for heat and other thermal energy applications.

BTEC engages in research, education, and public advocacy for the fast growing biomass thermal energy industry.

www.biomassthermal.org

Who is BTEC?22

Formed in January 2009 by eight companies

BTEC has currently 85+ members from 30+ U.S. states, Canada, and Austria

Sustaining Members

BTEC’s membership*23

* As of December 31, 2010

A3 Energy Partners Fröling GmbH Price BIOStockAbundant Power Fuel Pellet Technologies Proe Power SystemsACT Bioenergy Fulton Companies Public Policy VirginiaAlliance for Green Heat FutureMetrics Rainforest AllianceAmerican Agriculture Movement Gavilon Group Resource Professionals GroupAmerican Wood Fibers Green Clean Heat Richmond Energy AssociatesAPEX Indeck Ladysmith Sandri CompaniesBear Mountain Forest Products Innovative Natural Resource Solutions Santa Energy CorporationBeaver Wood Energy Integrated Biomass Resources ScandtecBiomass Combustion Systems International Renewable Energy Technology Institute Sewall CompanyBiomass Commodities Corporation International Silica Technologies Skanden EnergyBiomass Energy Resource Center International WoodFuels Southland Bio EnergyBiomass Energy Works Jesse E. Lyman Pellets State of Montana DNRCBiowood Energy Krieg DeVault State University of New York (SUNY – ESF)Chip Energy Lignetics of Virginia Tarm BiomassClean Power Development Maine Energy Systems Twin Ports TestingComact Equipment Maine Pellet Fuels Association Vapor Locomotive CompanyConfluence Energy Marth VecoplanControl Labs Montana Community Development Corporation Vermont Wood PelletCorinth Wood Pellet National Network of Forest Practitioners ViabilityCousineau Forest Products New England Wood Pellet ViessmannDejno's New Horizon West Oregon Wood ProductsEcostrat Northeast Mill Services Western Ag EnterprisesEnTec Works Ontario Sawdust Supplies Westervelt Renewable EnergyEnviva Materials Oregon Forest Industries Council Wilson Engineering ServicesErnst Biomass Paraclete Bioenergy WoodFuels VirginiaEwing Bemiss & Co. Piney Woods Pellets WoodPellets.comFuel Pellet Technologies Plum Creek WoodstoneForest Energy Corporation PowerStock Zilkha Biomass EnergyFroling Energy Pratt & Whitney Power Systems – Turboden

Market Structure – Pellet Mills in the U.S.

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Source: BioEnergy International

PV und Solarthermie in den USA25

SEIA (www.seia.org) Statement on President Obama's State of the Union Address / JANUARY 25, 2011Solar Industry Playing Critical Role in Creating Jobs, Driving Innovation and Maintaining US

Competitiveness

WASHINGTON, D.C. – Rhone Resch, president and CEO of the Solar Energy Industries Association released the following statement today in response to President Obama's State of the Union Address to Congress: "Tonight we heard President Obama's commitment to creating jobs and keeping America competitive in the global marketplace. The U.S. solar industry is playing a critical role in meeting both of these objectives. 

Background Resources:Nearly 100,000 Americans in all 50 states work in solar according to The Solar Foundation's National Solar Jobs Census. In 2011, solar firms are projected to add more than 24,000 new jobs nationwide with the fastest growth in manufacturingSo far in 2011, new solar manufacturing facilities have been announced in Oregon, South Carolina and Mississippi that will create as many as 2,500 jobs. The Recovery Act supported construction or expansion of 58 more solar manufacturing plants in 17 states.Today, there are more than 4,300 solar energy companies across the supply chain operating in the United States. Michigan and Oregon lead the top solar manufacturing states that include California, Massachusetts, Ohio and Washington.The solar industry had a record year in 2010. While Q4 numbers are still being compiled, the solar industry installed roughly 1,000 megawatts of total solar capacity in 2010 in the U.S. (enough to power more than 200,000 homes), double the amount installed in 2009.

About SEIA®:Established in 1974, the Solar Energy Industries Association® is the national trade association of the U.S. solar energy industry. Through advocacy and education, SEIA and its 1,000 member companies are building a strong solar industry to power America. www.seia.org

PV und Solarthermie in den USA26

Bei Solarthermie und solarer Kühlung lagen Kalifornien, Hawaii, Arizona, Puerto Rico und Florida ganz vorne.

Bis zum Ende des dritten Quartals wurden laut SEIA in den USA 530 MW Photovoltaik-Leistung installiert, deutlich mehr als im ganzen Jahr 2009 (435 MW). GTM Research erwartet noch mehr Wachstum im vierten Quartal, so dass der Photovoltaik-Zubau 2010 bei 855 MW liegen soll. Zusammen mit solarthermischen Kraftwerken (Concentrating Solar Power; CSP) sowie solarem Heizen und Kühlen könnte die neu installierte Solarenergie-Gesamtleistung in den USA 2010 zum ersten Mal über einem Gigawatt liegen.

Kontakt27

GADORE Center USA LLCc/o windConsultant - Annette NüssleinWiesdorfer Straße 540591 DüsseldorfGermany  Tel.: +49 (0) 211 / 56695-104 Fax: +49 (0) 211 / 56695-105Mobil: 0175 / 4733363 Mail: info@windconsultant.deWeb: www.windConsultant.de Unser Büro in den USA ist auch für Sie da: GADORE Center USA LLC www.gadorecenter.de und www.gadorecenter.com