Opportunités au Royaume Uni dans l’éolien en mer

Opportunités au Royaume Uni dans l’éolien en mer

DIT France Webinar with Scotland and Wales 10th Dec. 2020

Agenda & introductions 1. UK overview: policy updates and upcoming auctions • Karl John, DIT Sector Specialist

Vos contacts en France:  Mia Barclay, DIT 2. Opportunities in Wales • Helen Donovan, Welsh Government Sector Specialist  Ivon van Heugten, Welsh Goverment 3. Opportunities in Scotland • Ian McDonald, Scottish Enterprise Sector Specialist  Enikö Delzenne, Scottish Development International 4. Practical support for inward investors • Victoria Zastava, DIT Investment Services Team, Head of Energy and Infrastructure • Francesca Ridout, DIT Investment Services Team, Energy & Infrastructure Account Manager

The UK Offshore Wind Market Journey to Net Zero Karl John, DIT December 2020 1

Presentation title - edit in the Master slide

Status update

2

•

10.4GW installed

•

4GW in construction currently

•

5.5GW about to enter construction as a result of AR3/CFD3

•

By about 2024/25 UK will have 20GW OSW installed

•

AS THE PM SAID on 6th OCT 40GW

Future • 2030 target has moved from 30GW to 40GW • Given we will be 20GW by 2025 – this is 4GW pa build rate in the latter half of the decade • Pipeline going through the consenting process is around 18GW

• THIS WILL BE TIGHT • BUT THE CROWN ESTATE and CROWN ESTATE SCOTLAND are making more leases available – including floating site • But the OSW does not end in 2030 – UK net ZERO by 2050

3

Future •

Committee on Climate Change analysis models 75GW of offshore wind by 2050 – 100GW given decom of existing fleet

•

The energy white paper will be published shortly

•

Offshore wind will play a major role as we decarbonise heating and transport

•

BUT BACK TO PM SPEECH – not only was the target raise to 40GW but a commitment to bring forward 1GW of floating – this represents the transition from test and demo to commercial deployment – setting the direction of future deployment needs

•

Infrastructure and investors with £160m

•

HMG PM10 point plan 1.

2.

3.

4.

5.

4

Offshore wind Hydrogen Nuclear Electric vehicles Public transport, cycling and walking

6.

7.

8.

9.

10.

Jet Zero and greener maritime Homes and public buildings Carbon capture Nature Innovation and finance

Framework

• CfD model proving fit. For purpose • Auction every 2 years • Under pinned by the sector deal in 2019

• Industry has committed to reaching 60% of lifetime content with a particular focus on the capital expenditure • Both the government and industry are working hard to identify the areas of expansion in the supply chain • AND with the £160m this has the potential to unlock infrastructure that will not only attract industry but will take the industry to the next level delivering cost down in terms of LCOE but crucially delivering value to the UK 5

Conclusion • This is an ideal time – we are in a sweet spot • Decarbonisation needs to continue

• UK has a clear stated ambition 40GW by 2030 • The world market is expanding in OSW – new/expanded capacity is needed – both domestically and for export • New technology driven by the new generation of turbine size • Floating wind

• Wind farms are increasing in size • Crucially under the sector deal HMG and the industry have a shared goal 6

T H I S

I S

W A L E S

O f f s h o r e W i n d t h 1 0 D e c e m b e r 2 0 2 0

WHAT WILL THIS PRESENTATION COVER? Offshore Wind: – Existing Capability – Current Opportunity: Round 4

– Future Opportunities: Floating Offshore Wind Marine Energy

WIND ENERGY

Wales has 211 operational wind farms with a capacity of over 1,974 MW

Major development projects are operated by the likes of Vattenfall, Statkraft and Falck Renewables Wales has a developed O&M supply chain including companies such as MHI-Vestas, Siemens and Safety Technology Ltd

NORTH WALES - EXISTING OFFSHORE WIND INTERESTS

Awel y Môr Rhyl Flats

Gwynt y Môr

Hoyle

Port of Holyhead

Port of Mostyn

UK’s first offshore wind project plus 1st large scale project RWE Renewables has 3 existing offshore wind farms generating 726 MW Awel y Môr (Gwynt y Môr) extension site of up to 1.1 GW (from 576 MW)

CROWN ESTATE: ROUND 4 The 4 areas should deliver a minimum of 7 GW of offshore wind (and up to a maximum of 8.5 GW) Area 4 - North Wales

CELTIC SEA

Between 15-50 GW of the 150-250 GW total floating wind capacity could realistically be developed in the Celtic Sea region between the UK and Ireland It has been estimated that up to 3 GW of projects could be consented over the 2020s and early 2030s

BLUE GEM WIND

Joint venture between Total (France) and Simply Blue Energy (Ireland) Has received a sea bed licence from the Crown Estate

Erebus: 96 MW floating offshore wind farm

Source: Blue Gem Wind

WATER DEPTH & WIND SPEED IN THE CELTIC SEA

WALES – EXISTING SUPPLY CHAIN GAPS Component / Service Engineering, Procurement && Construction

•

EPC contractor

Substructure

Anchors

• • • • •

Steel manufacture Substructure fabrication Suitable fabrication facilities Secondary steel Piled / drilled

Mooring Lines

• Chain

Electrical Infrastructure

• •

Ports & Logistics

• Turbine assembly • Installation staging

Vessels

• • • •

Array cables Export cables

AHV’s for turbine installation Cable installation vessels CTV’s Vessel Maintenance

STRATEGIC INVESTMENT – PEMBROKE DOCK MARINE The Marine Energy Test Area within the Milford Haven Waterway led by Marine Energy Wales - enabling technology developers to test their marine energy devices The 90 sq km Pembrokeshire Demonstration Zone delivered by Wave Hub Limited will enable the deployment of future energy generating technologies, including wave and floating wind

Marine Energy Engineering Centre of Excellence - a technology, innovation and research centre delivered by the Offshore Renewable Energy Catapult Redevelopment of land at Pembroke Dock Infrastructure, led by the Port of Milford Haven, to deliver the infrastructure needed by the industry as it continues to mature

MARINE ENERGY WALES: STATE OF THE SECTOR REPORT - 2020 16 marine developers active in Wales

£123.7m invested in Wales from 2015 to 2020

4 test sites

The sector has provided 737 person years of employment to date

Seabed agreements for 532 MW

CONTACT DETAILS

Helen Donovan Senior Industrial Transformation Manager

Ivon van Heugten Head of France

helen.donovan@gov.wales

Ivon.vanheugten@gov.wales

SCOTLAND OUTLOOK & OPPORTUNITIES IN OFFSHORE WIND

IAN MCDDONALD

SPECIALIST – RENEWABLES AND LOW CARBON SCOTTISH ENTERPRISE

SCOTTISH DEVELOPMENT INTERNATIONAL

IS SCOTLAND’S INWARD INVESTMENT AND TRADE AGENCY

SDI is the specialist inward investment and trade arm of:

With a global presence in 23 countries:

• The Scottish Government • Scottish Enterprise • Highlands & Islands

• Asia Pacific

Enterprise

• Europe, Middle East & Africa • North America & South America • 35 offices in key locations such as Boston, Houston, San Jose, Paris, Dusseldorf, Dubai, Tokyo, Shanghai, Seoul, Mumbai, Calgary, and Rio de Janeiro

Image source: Visit Scotland

SCOTLAND’S COMMITMENT TO DECARBONISATION

IS UNDERSCORED BY AMBITIOUS ENERGY & CLIMATE CHANGE TARGETS

30% of total energy consumption met by renewables in 2020

Including 100% of Scotland’s electricity demand, 11% of heating demand and 10% of transport fuel requirements

50% of total energy consumption met by renewables in 2030 With 35% of domestic and 70% of non-domestic building heat supplied by low carbon technologies in 2032

90% reduction in GHG emissions, from 1990 levels, by 2040

Scotland becomes a net zero emissions economy by 2045

Following a 75% cut in greenhouse gas emissions by 2030

Five years ahead of the wider UK net zero target for 2050

Image source: Visit Scotland

SCOTLAND’S APPROACH TO DECARBONISATION IS GUIDED BY THREE CORE PRINCIPLES

A Whole System View,

A Just Transition,

A Smarter Local Model,

covering power, heat and transport…

creating employment and tackling poverty…

that better meets local energy needs....



Taking an integrated approach that recognises the effect that each element of the energy system has on the others; and



That seeks to capture the economic benefits of developing and implementing innovative energy solutions across Scotland; and



Taking a more coordinated approach to planning and delivering local solutions that link local generation and use; and



Engages a broad range of stakeholders across the private, public and community spheres to address the challenges and opportunities of the energy transition in the best possible fashion.



Supports investment in energy efficiency measures, which will help to tackle fuel poverty and improve business productivity by making energy more affordable for all consumers.



Supporting the creation of vibrant local energy economies (both rural and urban) through the piloting and rollout of innovative local solutions that prove effective and represent good value for money.

Image source: Visit Scotland

OFFSHORE WIND IS INTEGRAL

TO SCOTLAND’S PLANS FOR DECARBONISATION

11GW Target For Scottish offshore wind deployment by 2030

Offshore Wind Policy Statement

Sets out Scottish Government’s vision for offshore wind (October 2020)

Up to 10GW

Hydrogen Policy Statement

Of option agreements to be offered via Crown Estate Scotland’s first ScotWind leasing round

Sets out Scottish Government vision for the role of hydrogen in Scotland’s future energy system (December 2020)

6,000 Jobs Target for the Scottish offshore wind supply chain

Climate Change Plan Sets out the role to be played by each sector in decarbonising the Scottish economy (Late 2020 / Early 2021) Image source: Scottish Enterprise

SCOTLAND’S OFFSHORE WIND PROJECT PIPELINE

• • •

• •

Six operational projects 894MW Four projects under construction 2,521MW One project awaiting construction 12MW Two projects with consent 1,800MW Three proposed projects 3,300MW Image source: 4C Offshore

SCOTWIND OFFSHORE WIND LEASING ROUNDS

•

15 sites with around 26GW of deployment potential to be offered for leasing via ScotWind

• First round seeks to award development rights for up to 10GW of projects in total

•

First round launched in June 2020 and closes in March 2021

• Next ScotWind round planned for 2022/23 Image source: 4C Offshore

SCOTLAND’S OFFSHORE WIND SUPPLY CHAIN INCLUDES GLOBALLY COMPETITIVE COMPANIES

• Atkins • Briggs Marine • DNV GL • Fugro • Mott MacDonald • Oldbaum • RES • Wood Group • Xodus

Development

• Artemis Intelligent Power • Clyde Fasteners • CS Wind

Turbine

• Babcock • Global Energy Group

Balance of Plant

• 3Sun • Briggs Marine • Oceaneering • Fluor • FoundOcean • James Fisher • ROVOP • Seaway Heavy Lifting • W3G Marine

Installation & Commissioning

• Briggs Marine • Bond • Bristow • Leask Marine • Maritime Craft Services • RES Offshore • SeaRoc • Wood Group

Operations & Maintenance

• Aquaterra • J P Kenny • SEA • Mott MacDonald • Natural Power • Partrac • Prontoport • Proserv

Supporting Functions

Image source: Scottish Enterprise

SCOTLAND’S OFFSHORE WIND SUPPLY CHAIN PRESENTS OPPORTUNITIES FOR INVESTMENT Sub-element Wind farm design

Surveys

Nacelle assembly

Blades

Castings and forgings

Gearbox, generator and converters Towers

Subsea array cables

Subsea export cables

Ease of realising opportunity Easy

Scottish capability in this area Medium

Potential for public sector intervention Low

+

=

=

Easy

High

Medium

+

+

+

Hard

Low

Low

=

=

-

Medium

Low

High

=

=

+

Hard

Low

Low

=

=

-

Hard

Low

Low

=

=

-

Medium

High

Medium

=

+

-

Hard

Low

Low

=

=

=

Medium

Low

High

+

=

=

Key messages

Remain areas where Scottish companies continue to win work and export expertise, but outlook remains unchanged due to the small size of the opportunity.

Negative change in outlook due to investment in turbine assembly plants elsewhere in Europe.

The case for blade manufacture in Scotland has decreased due to the establishment of new blade plants elsewhere in the UK and Europe.

No change in outlook.

No change in outlook.

Remains an area of strong potential. Readiness and experience have increased.

No change in outlook.

No change in outlook.

Image source: Scottish Enterprise

SCOTLAND’S OFFSHORE WIND SUPPLY CHAIN PRESENTS OPPORTUNITIES FOR INVESTMENT Sub-element

Ease of realising opportunity Medium

Scottish capability in this area High

Potential for public sector intervention High

=

+

=

Hard

Low

High

=

=

=

Hard

Low

Low

= Medium

= Medium

= High

Concrete foundations

= Easy

Low

+ Low

Installation ports

= Easy

Medium

Medium

Foundation installation

= Hard

+ Low

= Low

= Medium

+ Medium

= Medium

= Hard

= Low

= Low

= Easy

= High

= Medium

= Hard

+ Medium

= Medium

=

=

+

HVAC substations

HVDC substations

Monopile foundations

Key messages

Overall prospects have improved due to increased track record.

No change in outlook.

No change in outlook.

Non-monopile steel foundations

Remains an area of opportunity.

Decrease in opportunity due to shrinking concrete foundation market.

Improved area due to increased track record but remains low impact.

Improved area due to increased track record.

Subsea cable installation

No change in outlook.

Turbine installation

No change in outlook.

Operations, maintenance and minor service Major service

Improved area due to increased track record.

No change in outlook.

Image source: Scottish Enterprise

SCOTLAND & THE UK OFFERS A RANGE OF SUPPORT FOR THE OFFSHORE WIND SUPPLY CHAIN DEVELOPMENT

Key public, private and academic organisations supporting offshore wind and supply chain development in Scotland

Image source: SSE

SCOTLAND’S OFFSHORE WIND CLUSTERS ARE HELPING TO STRENGHTEN THE SCOTTISH SUPLY CHAIN

DeepWind is the largest offshore wind representative body in Scotland with over 520 members drawn from industry, academia and the public sector. Its main purpose is to help its members achieve greater benefit from the current and future development of offshore wind in the UK and internationally, particularly projects in deeper waters.

Forth & Tay Offshore was established to drive the growth of offshore energy on the east coast of Scotland. Its mission is to mission is to accelerate and further the growth of the offshore energy sector on the east coast of Scotland through a series of activities designed to support innovation, collaboration, investment in skills, and market awareness amongst relevant businesses.

Image source: SSE / Scottish Enterprise

FOR MORE INFORMATION VISIT: https://offshorewindscotland.org.uk

IAN MCDONALD

SPECIALIST – RENEWABLES AND LOW CARBON SCOTTISH ENTERPRISE

Speakers

Victoria Zastava Head of Energy & Infrastructure Victoria.Zastava@invest-trade.uk +44 (0)7557 490 322

Francesca Ridout Account Manager – Energy & Infrastructure Francesca.Ridout@invest-trade.uk +44 (0)7305 895 070

2

Agenda

E&I and the IST

IST Service Portfolio

Investor Requests

3

DIT’s Investment Services Team

The Investment Services Team (IST) provides an end-to-end service for potential and existing investors in the UK.

Free Service

Single Point of Contact

Tailored Information

Access our free service to grow your business in the UK

A UK based contact that can help you access the support you need

Bespoke proposals on market opportunities & specialist expertise

Our services are supported by a Knowledge Lab and Partnerships Team 4

IST Services

Our Service Portfolio Accessing market opportunity

D E L I V E R E D B Y I S T

6

Tax advice

Finding top quality staff

Access & introductions to the right people

Support with visa applications & entry to the UK

Setting up in the UK

IST

Tailored assistance for entrepreneurs

Bespoke market research R&D Helping select the best market location

Ongoing Government support

Business partnerships

Capital investment

C O N N E C T E D

B Y I S T

Tailored & Professional Proposals

Investor Requests

Investor Requests New E&I Requests | 2013/14 – 2019/20 40%

35%

30%

25%

20%

15%

10%

5%

0% Market Intelligence

Sites & Properties

Regulations & Tax Incentives & Funding

Labour

R&D Assets

Percentages change with stage in process 66

Supply Chain

Infrastructure

Investor Requests – deep dive

Investor Requests Typology

Market Intelligence

Market concentration

Commercial partners

Routes to market

Sites & Properties

Seabed depth

Regulations & Tax

Local content requirements

Policy drivers & evolution

Sector Deal

Eligibility

Insight into changes

Upcoming incentives & funding schemes (e.g.

CfDs)

Grid connectivity

Permitting restrictions (e.g. height)

Incentives & Funding

Patent Box

Labour

Availability of relevant skills

Cost of labour

Access to university graduates

R&D Assets

Supply Chain

Centres of Excellence

Proximity to partners

Catapults

Work packagespecific suppliers

Rail heads

EPC providers

Road access

Visits

67

Corporation tax

Project finance

Grid

Ports

University partnerships

O&M Local Partners Introductions

Infrastructure

DO YOU HAVE ANY QUESTIONS?

gov.uk/dit This information has been prepared by the Department for International Trade (DIT), and suppliers of DIT, for general informational purposes only. This information is not intended to amount to advice on which you should rely. Although DIT and its suppliers makes reasonable efforts to ensure the accuracy of any information provided, neither DIT nor any of its suppliers makes any representations, warranties or guarantees, whether express or implied, that any information supplied is accurate, complete or up-to-date. Accordingly, you must obtain professional or specialist advice before taking, or refraining from, any action on the basis of this information.

Neither DIT nor any of its suppliers accepts any responsibility for updating this information in light of subsequent events or for any other reason. This information does not constitute a recommendation or endorsement by DIT or any of its suppliers.

To the fullest extent permitted by law, neither DIT nor any of its suppliers accepts or assumes any responsibility or liability to any reader of this information for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising under or in connection with the use of or reliance on this information including, but not limited to, loss of profits, sales, business, or revenue, business interruption, loss of business opportunity, goodwill or reputation, or any indirect or consequential loss or damage. Should any such reader choose to rely on this information, then they do so at their own risk.

DIT is the owner, or the licensee, of all intellectual property rights in this information and DIT reserves all rights in this information.

Questions?

Contacts details for follow up Mia Barclay DIT Renewable Energy France Senior Trade and Investment Adviser Mob: +33 608 963 798 mia.barclay@fcdo.gov.uk Ivon van Heugten Head Welsh Government Office France Mob: +33 6 34 65 40 02 Ivon.vanheugten@gov.wales Enikรถ Delzenne Scottish Development International France Senior Inward Investment Specialist Mob: +33 6 35 34 27 39 Eniko.Delzenne@scotent.co.uk

Upcoming events