Como construir nossos sonhos no Brasil? Desafios e oportunidades para a energia solar fotovoltaica no Brasil

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1 Como construir nossos sonhos no Brasil? Desafios e oportunidades para a energia solar fotovoltaica no Brasil

2 Desafios e oportunidades para a energia solar fotovoltaica no Brasil Adalberto Maluf Diretor de Marketing e Relações Governamentais adalberto.maluf@byd.com BYD Brasil e BYD Energy

3 Nossos três sonhos Energia Solar Acessível Armazenamento Eficiente de Energia Mobilidade Elétrica

4 QUEM É A BYD? Fundada em 1995, a BYD tem funcionários em mais de 20 fábricas (sendo engenheiros pesquisadores); 2º maior produtor de componentes para celulares, tablets e laptops do mundo; Maior fabricante mundial de baterias recarregáveis do mundo; Maior fabricante global de sistemas de armazenamento energia (Energy Storage System). Maior fabricante de carros elétricos e híbridos plug-in do mundo (1º Vendas Totais em 2015); Maior fabricante de ônibus e caminhão elétrico do mundo.

5 IT Business New Energy Business Auto Business LCD/LCM Microelectronics Li-ion Battery Iron-Phosphate Battery Cell Phone Design Cell Phone Assembly Laptop PC Camera Module Electric Vehicle Solar power Station Energy Storage Station LED UPS/DPS Auto Electronics Auto Tooling Engine & Motor Auto Decoration Whole Vehicle Partner of Most World Well Known IT Companies For IT Components Manufacturing & ODM Service World-leading PV & Energy Storage Station Manufacturer with Projects all around the World World NO.1 Battery Electric Vehicle Manufacturer

6 BYD R&D Institutes Technology-based Innovation-oriented BYD R&D Institutes Auto Engineering Research Institute Vehycle Design Auto Testing Center Oil Sludge Model Formation Auto Electrical Design Chassis Design NVH Interior & Exterior Design CAE Central Research Institute Vehicle Integrated Packaging and Adaptation Engineering Plastics Advanced Ceramics Metal Materials Magnetism Materials Functional Materials Surface Tech. Applied Materials Rubber Materials Optoelectronics Tech. Electric/Electrical Design Green Energy Truck Design Special Vehicle Design Ceramics Materials Polymer Materials Optoelectronics Technology Electric Power Research Institute Energy Storage Station Solar Power Station DESS (Distributed Energy Storage System) Inverters

7 Faturamento 2015 R$ 43,75 bilhões (US$ 12,5 bilhões) $ $ 8,596 $ 9,047 $ 7,800 $ 7,650 $ 7,100 Employees $ 6,000 Revenue(Million USD) $4, , , , , ,000 $3, ,000 $2, , ,000 $952 $ ,000 $127 $190 $337 $586 55,000 26,000 36,000 20,000 13,000 15, $ $7.3 $13 $31 $ ,000 7, ,

8 Alguns prêmios recentes da BYD 2015: Zero Emissions Energy Ecosystem UN-DESA - Sustainable Development Agenda. 2015: Fortune: 15th Companies to Change the World 2014: Changfu Wang, fundador da BYD ganhou prêmio da ONU Zayed Future Energy Prize Lifetime Achievement 2013: Crush Test Facility of the Year ATTI 2012: Chinese Patent Award of Excellence by State Intellectual Property Office of People's Republic of China 2014: Sustainia Award Top 10 Global Innovators in Clean Tech China s Most Admired Companies (Ranked 7th) by Fortune Magazine (No.1 in auto sector) 2010: Bloomberg Bussiness Week Top 10 most Innovative Companies Changfu Wang, presidente da BYD e o presidente dos Emirados Árabes, Sheikh Sultan bin Zayed bin Khalifah

9 BYD BRASIL 2014: BYD anuncia sua vinda para Campinas 2015/ Junho: Inauguração da unidade de Ônibus Elétrico em Campinas. Centro de P&D e protótipos. Finalização de ônibus elétricos. Montagem de pacotes de baterias 2016/ Maio: Segunda fase da Unidade Campinas. 2019: Fabricação de células de baterias no Brasil BYD ENERGY 2015: Anúncio da fábrica de 400 MW no Brasil 2016/ Dez: Previsão da inauguração da primeira unidade com capacidade para 200 MW de painéis solares fotovoltaicos/ano. Campinas Campinas

10 MOBILIDADE ELETRICA On-Road Off-Road Veículos Ônibus Urbanos Taxis e Frotas Públicas para Portos Veículos em Aeroportos Entregas Gestão de Resíduos Logística e Empilhadeiras Logistica e Construção Veículos Passeio Ônibus Rodoviários e Fretados Veículos de Mineração

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12 PORTFOLIO DE VEÍCULOS ELÉTRICOS E HÍBRIDOS PLUGINS PARA FROTAS PÚBLICAS Frotas de Alto Desempenho (táxis, viaturas policiais, transporte executivo, car sharing) ou Aplicações Urbanas onde a redução de poluentes e de ruídos for importantes, como: Entregas urbanas, caminhões de lixo e betoneiras, etc)

13 CARROS E ÔNIBUS ELÉTRICOS AMPLAMENTE UTILIZADOS NO MUNDO EM DIVERSAS APLICAÇÔES

14 ENERGY STORAGE 20-year battery manufacturing experience. The world s largest Iron-phosphate battery output capacity, covering 20% of the global capacity.

15 BATTERY TECHNOLOGY Iron-Phosphate Battery Long life cycle Safe and reliable Retention rate capacity is still over 70% after 10,000 charging cycles (almost 30 years). The Iron-Phosphate Battery undergoes extremely harsh tests flames, short circuit, prodding, striking, extreme heat, extrusion and overcharge. It does not burn or explode even when put into the fire. Flames Short Circuit Prodding Striking Extreme Heat Extrusion Environmentally Friendly No Pollution throughout the whole production process!

16 BATTERY TECHNOLOGY Iron-Phosphate Battery LiCoO2 LiMn2O4 Li(NiCoMn)O2 LiFePO4 Heat Stability Energy Density Applicability Chemical Principle & Lifetime Resolve and release O ² at Wh/kg Cell phone, laptop Melting temperature is higher than LiCoO2 Lower than LiCoO2 and higher than LiFePO4 battery Vehicles ( Japanese cars) Under 50 degrees, the cathode material Mn will melt into electrolyte, shortening its lifetime unstable under high temperatures and Co is scarce Stable structure even at 600. No O 2 release Wh/kg Wh/kg laptop, Vehicles (Japanese cars) Vehicles, energy storage stations Ferric iron is very stable and will not undergo chemical changes. Long lasting lifetime * Currently, there are four kinds of Lithium -ion batteries * Battery safety is categorized into "electricity safety" and heat safety The Iron-Phosphate Battery meets both Chinese and the stringent US FMVSS standards BYD Has Chosen the Iron-Phosphate Battery to Ensure the Safety BYD Iron-Phosphate battery production capacity 2015: 10GWh (the largest in the world)

17 BYD ESS Schematic Diagram The BYD ESS is consist of 3 main parts: Iron-Phosphate Battery, battery management system and power conversion system. Grid 0.4kV AC Bus Power Conversion system Power Conversion system BMS BMS Battery bank ESS Unit Battery bank ESS Unit

18 Utility ESS Containers Modulares BYD Containerized ESS are housed in standard waterproof 20ft or 40ft shipping container. BYD can also provide customized products base on the basic unit. Main parts shown as follows: Power conversion system and local control system Battery and battery management system Auxiliary equipment: including air-conditioning, fire suppression and lighting

19 1 MW Soluções Armazenamento de Energia BYD Energy Storage 3MW/12MWh 6MW/36MWh 250KW/500KWh 100KW Micro Grid System 200KW/500KWh 50KW/45KWh 50KW/60KWh 200KW/800KWh Utility Scale ESS 10KW Distributed Energy Storage System Community System 1KW Off Grid Home Based System Off-grid Home Based System Community System Utility Scale Project

20 Projetos na China Mais de 250MWh ESS entregues pelo mundo até Dez Zhangbei 1MW/1MWh ESS Sinkiang 2MW PCS Shanxi 132KW Charging Cabinet Qinghai 10MW PV Ⅰ Qinghai 10MW PV Ⅱ Sichuan 100kW/100kWh ESS Tibet Ali 2MW/5.32MWh ESS Changsha 10MW/20MWh ESS CGNPC 2.5MW/3.5MWh ESS CGNPC 500kW/500kWh ESS Shenzhen Pingshan Roof PV Project-10.8MW PV South Grid 3MW/12MWh ESS Zhangbei100kW/400KWh ESS ENN Hebei Langfang 100KW/400KWh ESS Tibet Inner Mongolia1.2MW/1.2MWh ESS Xinjiang Gansu Qinghai Yunnan Inner Mongolia Sichuan Ningxia Guizhou Shanxi Guangxi Hebei Shaanxi Shandong Hubei Hunan Hainan Henan Liaoning Jiangsu Anhui Zhejiang Jiangxi Fujian Guangdong Heilongjiang Jilin Taiwan State Grid 9MW/36MWh ESS Beijing 100kW/100kWh ESS Jiangsu 100kW/400kWh ESS Jiangsu 35kW/37kWh ESS Nanjing 100kW/60kWh ESS Shanghai 100kW/80kWh ESS Shanghai 50kW/50kWh ESS Pujiang 50kW/160kWh ESS HK 100kW Charging Cabinet Shenzhen 18.7 MW EV Charging Cabinet Shenzhen 200kW/800kWh ESS Shenzhen 1MW PV Demonstration Station Tianjin150kW/300kWh ESS Beijing 15kW/19kWh ESS Shenzhen 20MW/40MWh ESS

21 Pelo mundo Canada 4MW/2MWh ESS America 200kW/500kWh ESS UK 250kW/250kWh ESS Ⅰ UK 250kW/250kWh ESS Ⅱ UK 4MW/5.5MWh ESS Italy 1MW/1MWh ESS Ⅰ Italy 1MW/1MWh ESS Ⅱ Italy DESS Switzerland 150kW/130kWh ESS Switzerland 50kW/60kWh ESS Switzerland DESS America 2.5MW/5MWh ESS Greece DESS America 2MW/4MWh ESSⅠ Germany DESS America 2MW/4.4MWh ESS Ⅱ America EPRI 50kW/50kWh ESS France 19.8MW/7.865MWh France DESS Senegal DESS Thailand DESS America 250kW/500kW ESS America 4MW/2MWh ESS Qatar 250kW ESS America 19.8MW/7.865MWh ESSⅠ America 31.6MW/12.06MWh ESSⅠ America 31.6MW/12.06MWh ESS Ⅱ South Africa 200kW/1.2MWh ESS America 19.8MW/7,865MWh ESS Ⅱ Australia DESS USA Germany France Greece Australia Italy Qatar UK Canada

22 Projetos de referência USA 31.5MW FR Project 2 USA 19.8MW FR Project 2 USA 19.8MW FR Project 1 Finish time Sep Location west Virgina, USA Capacity 31/5MW/12MWh Finish time Aug Location WC,USA Capacity 19.8MW/7.865MWh Finish time Jul Location Joliet, USA Capacity 19.8MW/7.865MWh Canada 4MW FR Project USA 4MW FR Project USA 2.5MW Smart grid Finish time Jun Location Ontario Canada Capacity 4MW/2MWh Finish time Apr Location Ohio USA Capacity 4MW/2MWh Finish time Jul Location San Diego. USA Capacity 2.5MW/5MWh

23 Projetos de referência USA 2MW Micro-grid USA 250kW Micro-grid USA 200kW Peak load shifting Finish time Dec Location Santa, USA Capacity 2MW/4MWh Finish time Dec Location Doha, Qatar Capacity 250kW/500kWh Finish time Jul Location NC USA Capacity 200kW/500kWh USA 2MW Backup Supply South Africa 200kW Demo project UK 250kW ESS project Finish time Jun Location USA Capacity 2MW/4.4MWh Finish time Apr Location South Africa Capacity 200kW/1.2MWh Finish time Nov Location UK Capacity 250kW/250kWh*2

24 China State Grid 6MW/36MWH Project Support Solar + Wind generation Current status More generation but less consumption of the renewable energy in this region. Lots of wind farms in North of China, but the output is not stable, lots of wind power was waste. Energy Storage is deemed to be a good option to resolve this problem, ZhangBei State Grid Renewable Generation Site was designed by SGCC and is part of the National Golden Sun program BYD commissioned 36MWh here in 12/30/11

25 ENERGIA SOLAR 75MW Kalkbult Project in South Africa 2 5

26 Production Chain Solar Grade Silicon Polycrystalline Ingot Polycrystalline Wafer Polycrystalline Cell Polycrystalline Module Shang Luo Shang Hai Shangluo Plant was built on Dec., 2008, and the area is around 270,000 sq. m2 Shanghai Plant was built on Aug., BYD PV Shanghai factory is for module assembly since July, 2010.

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28 Quality Guarantee Independent Technical Advisor Audit Reports from Belgium, April 19 th, 2011 from Italy, July 29 th, 2011 from USA, Aug 2012 from USA, Jan 4 th, 2012 Factory Certificates ISO 9001 ISO OHSAS18001 Independent Third Party Test Report 4 times strength test based on IEC standard. Enhanced thermal UV-Test Enhanced thermal cycling test Enhanced damp heat test BYD PV Module has a very good quality based on the test report. After 3000 hours damp heat the performance loss is only -1 %

29 Projetos de referência Operating Date Sep Location Project Size South Africa 75 MW (Financed by Standard Bank) Operating Date June 2015 Location Project Size Uruguay 65 MW (Financed by IDB) Operating Date Mar Location Charanka Solar Park, Gujarat, India Project Size 50MW (39MW used BYD module) Operating Date June 2016 (ET time) Operating Date Dec 2014 Operating Date June 2016 ( ET time) Location Honduras Location CA, USA Location Jordan Project Size 59.6MW Project Size 26MW + 26MW (Financed by Duke Energy) Project Size 43 MW ( Financed by EBRD and Proparco)

30 Projetos de referência Operating Date June / July 2012 Herzogtum Lauenburg Location (Schleswig-Holstein,Germany) Operating Date Dec 2015 Location USA Operating Date Oct Location TN, the USA Project Size 24.4MW (Financed by Bremer Landesbank) Project Size 21.5 MW Project Size 20MW Operating Date April, 2013 Location City of Halberstadt, Germany Operating Date Mar Rolleston Park, Tutbury, Burton-on- Location Trent, Staffordshire,UK Operating Date Mar Location MIOS (33), France Project Size 18.2 MW (Financed by DKB) Project Size 18 MW Project Size 10.4MW

31 Módulo 2.0 Three junction boxes 24busbar Frameless Glass back-sheet Silicone encapsulant PIB rubber edge sealant

32 Módulo 1.0 vs Módulo 2.0 No Frame Front Glass PIB Rubber Silicone Glue Cell Silicone Glue Reflective Layer Back Glass Installation Block Modulo Convencional Module 2.0

33 Silicone VS EVA Porque cola de silício e não EVA? Silicone Encapsulant EVA Transparency 96%, no UV absorber 91%, UV cut off Moisture Absorption Acetic Acid Snail Trail < 0.05% N N 0.28% Y Y Mechanical Characteristic softness stiffer Electrical Characteristic ( 1E+15 Ω cm) (1E+14Ω cm) UV Stability Stable chemical structure Degrade after UV absorber exhausted Silicone Si-O Bond ΔE=452kJ/mol UV light (374kJ/mol) EVA C-C Bond ΔE=347kJ/mol

34 Efficiency left % Lifetime PID Free 1000V -0.89% -3.55% 1500V 100% -0.71% 95% 90% 0.3% power degradation/year initial Pmax % 48h 96h 144h 192h 240h 288h Conventional module Module % oC,85% /h Module 2.0 Conventional Module PID Standard test condition: 85%/85 o C for 96 h under -1000V, power loss <5% Silicone: power degradation is less than 5% after 7,000hs damp-heat test EVA: degradation is more than 5% after 2000hs. Total Service 50 years

35 Snail Trail Free Minimized the Impact of Micro-crack no dark area and micro crack dark area due to micro crack; power loss

36 High System Voltage -1,500V 1,000V 17 1,500V 25

37 Conventional module A Conventional module B Module 2.0 Initial EL Photo Initial EL Photo Initial EL Photo EL Photo after PID test EL Photo after PID test EL Photo after PID test

38 The Most Robust Structure Design Mechanical load test 5400Pa, Front The EL pictures after Mechanical Load test Dual Glass Module Dual-Glass modules Conventional Module Antes do teste 5400Pa loading test Depois do teste Conventional modules

39 Hail test Diameter D/mm Velocity V/m S -1 IEC Enhance Conventional module 50mm Module 2.0

40 Múltiplas maneiras de instalação A B C

41 Embalagem (Dual Glass Module Package) Module Type PCS/pallet Pallet/container PCS/container 60cell 72cell Module Conventional module Module Conventional module 10.8% % 572

42 Performance Superior 50 years service time Lifetime PID Free High Temperature And High Humidity Endurance IP67 For The Whole Module Snail Trail Free 0.3% power degradation /year 7% power immediate improvement 1500V high voltage system Hail Proof Higher Mechanical Strength

43 Electricity/KWh Maior capacidade de geração Maior Retorno Cerca de 2,23 vezes mais energia gerada se comparada com módulos convencionais na vida útil do produto Yearly Irradiance: 1800 KW/ m2 /year 11.5% +Energia gerada que módulos convencioanis % 220% 200% 180% 160% 140% 120% 100% 0.3% yearly degradation of Silicone VS 0.7% yearly degradation of EVA.

44 E A INDUSTRIA LOCAL? 2015 foi ano de consolidação das energias renováveis no mundo e no Brasil. 1.5 MW Japão 2,2 MW Bélgica Fábrica da BYD em Shenshen

45 ENERGIA SOLAR FOTOVOLTÁICA MOMENTO FAVORÀVEL Situação no Brasil (3 leilões com 3 GW em projetos em andamento). Outros leilões no futuro devem garantir demanda firme. Política de atração de investimentos para produção local (FINAME/ PADIS). Gerador de empregos e renda (enconmia regional). Resolução Normativa da ANEEL 482 (2012) Micro e Minigeração. Isenção de ICMS na geração distribuída em alguns Estados. Resolução Normativa 682 (entrou vigor em 2016) Aumento de 1 MW para 5 MW. Permite o uso de créditos em outros locais (mesma empresa). Geração Compartilhada Consórcios, cooperativas e condomínios. Melhoria Prazos (Créditos passam de 36 para 60 meses e redução prazo de 82 para 34 dias para distribuidoras fazerem a coneção Até 75 kw).

46 ENERGIA SOLAR FOTOVOLTÁICA DESAFIOS AINDA SÃO ENORMES VETO AOS ANEXOS DO PADIS. Situação desigual de termos mais impostos sobre os insumos para produção dos painéis solares em relação ao painel pronto (Carga de 36-46% contra 12% painel importado). Isenção do PIS/COFINS (gerador habilitado no REIDI tem essas isenções), então eles se transformam em custos ao produto local (isonomia com outras formas de geração de energia). Isenção de ICMS sobre os insumos. Alguns Estados ainda não reduziram ICMS sobre a geração descentralizada, aumentando o tempo de payback e dificultando sua ainserção. INMETRO aumentar a regra em relação ao sistema de etiquetagem.

47 OBRIGADO Adalberto Maluf Diretor de Marketing e Relações Governamentais BYD Brasil adalberto.maluf@byd.com