Grid parity is fully achieved. The business model based on the SEU begin to take shape. There remains the sword of Damocles of a possible imposition of charges on home. Legal uncertainty that the industry could fight with a proactive attitude. A Solarexpo has made the point on the PV without incentives.
“Photovoltaics without incentives work as the business of photocopiers in the office , once you bought, then spread the lease, now held machines of a third company and paid for copies that you make, “says Gennaro Mazzuoccolo study office of Norton Rose Fulbright. “Too bad – Marco Martorana contends Unicredit – that if the company where the ‘copier’ is installed fails, the company that owns it can not simply take it back because PV systems do not have wheels and most importantly, who can intervene regulatory changes that may make this ‘copier’ a piece of paper can cost up to more than a single copy . ”
It can be summed up in this exchange the atmosphere that reigned at the conference yesterday Solarexpo “Photovoltaics in Italy to the challenge of the market: new business models for the era of grid parity” . While the competitiveness of the technology is well documented and the prospects are good, obstacles and unknowns are certainly not lacking and, far from taking off, the equipment market without incentives is making only the first tentative steps exploration . “For now we hardly get funding requests for installations without incentives – returns the energy sector asset managers Unicredit – and the few who come mainly from Sicily, show accounts not comforting.”
As explained by Gaetan Masson EPIA, in fact, ” not enough grid parity , achieved largely because making PV without incentives it is convenient. ” You have to take into account a whole range of issues, of course, the proportion of energy consumed in, but also the evolution of the electricity market. I was present in the various interventions in which there has been talk of HUS, efficient systems of users, the well-known configuration that allows you to sell the energy producing it directly on the roof of the customer, thus bypassing the network and without paying charges network and system.
As we know, many aspects of HUS have been clarified by ‘ waiting AEEG 578/2013 , published in December. At the conference practitioners and experts have reasoned out how you will do in these new PV business model : what kind of contracts you can do between manufacturer and customer, what price you can sell the energy and margins that such customers the most suitable, etc..
The picture that emerges is well summed up by the words of Joseph Artizzu to Cautha: “It is a utility to work . ” Who makes photovoltaics with these business models, that is, has to manage a whole range of issues and risks that were unknown to the operator of photovoltaics in the era of the incentives , but that are familiar to those who always sells energy. To make the SEU idea then is to “knock on the doors of the utilities, in particular those less hostile to renewables since they have many interests in the gas and, therefore, will never SEU with PV, but rather with cogeneration high efficiency gas. ”
To complicate it all, the sword of Damocles of the regulatory change, and in particular the possibility that – as proposed by the – you go in to pay all or part of the costs of the system and / or network also energy produced and consumed behind the counter. If this happens, showed the economic analysis presented by Thomas Barbetti of Elemens, photovoltaics is not encouraged by the SEU, at least for now, you could not do .
On this aspect did not arrive assurances from the Deputy Minister Claudio De Vincenti , despite the man of the MISE in his brief speech at the conference has defined “strategic” renewables by stating that “it is a priority of the government to give a future to the sector . ” The fear of some, including Artizzu, is in fact that the announced measures to cut your bills by 10% for SMEs arrivals even the dreaded blow to self .
“It would be good to the nation have legal safeguards and regulatory stability , “said Mazzuoccolo, reiterating a concept expressed a bit ‘in all actions of the operators. The world of photovoltaics, raised Artizzu, “can not, however, each time waiting passively for the umpteenth regulatory change and then play defense. Rather than simply answer ‘no’ to the measures imposed, it is necessary to make policy proposals and ask ‘why not?’ “. From this point of view “to pursue a rationalization of the bill well done is in our interest , except that self-consumed and energy produced by the PV can not be made to pay the A3 component that finances other incentive systems. ”
The proposed Artizzu, already launched in recent days from the pages of QualEnergia.it , is that of a carbon tax , which shifts the burden of system charges on fossil fuels. Another idea circulated in recent months, is that the burden-sharing of network and system may be shifted in part on the fixed component of the bill: this hypothesis has emerged from the analysis of Elemens, albeit with greater difficulty would not even make PV encouraged by the SEU.
“We need to better communicate the benefits to the efficiency of the electrical system of HUS : consider, for example, the positive effect on the ramp in the evening, with its economic benefit to Terna, “suggested Fabio Zanellini, advisor Anie Energy. The regulatory side it seems to be the most critical, while the technologies prospects are good , “the costs of PV are already quite low and there is a wide range of technologies and solutions to maximize their own consumption,” reassures the ‘ Anie advisor. “At this time, especially in the South, the PV is able to obtain costs about 100 € / MWh and is therefore competitive with all other sources except coal , “emphasizes Artizzu.
So, how did this Masson EPIA, ” incentives have done their job and Italy led the PV to be competitive. ” So, if as has confirmed Josefin Berg, an analyst with IHS, “Italy is the cradle of the world’s new PV is not encouraged,” these early stages of baby’s life are particularly sensitive, but the baby is healthy and can have a long life ahead and prosperous.