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SolarPower Europe Apricum PDF
SolarPower Europe Apricum PDF
18 October 2017
Partner
PV Cleaning: Choosing the Optimal Method and Frequency
MODERATOR
Michael Schmela
Executive Advisor
SPEAKER
James Kurz
Project Manager
Partner
PV Cleaning: Choosing the Optimal Method and Frequency
Source: Google Maps (Dubai DEWA Sheikh Maktoum Phase 1 & 2 power plants)
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…but there is a very dirty elephant in the room:
PV module soiling.
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3
Cleaning is the only solution in many regions.
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Urgent question for IPPs: what is the
commercially optimal, least-risk way to deal
with soiling?
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Apricum – The Cleantech Advisory.
Apricum at a glance
Business Founded in 2008, over 200 successful
transaction advisory and strategy consulting
projects
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ILLUSTRATIVE
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PV projects are nowadays considered highly secure
investments with relatively low equity returns.
Factors affecting the equity return of PV projects
Financial
Project revenue leverage
• PV yield (x3–6)
• Tariff
Equity IRR
(6–9%)1
Project cost
• Cost of construction
• O&M cost
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PV module soiling and cleaning affects project returns
substantially through multiple drivers.
Factors affecting the equity return of PV projects
Soiling reduces
PV yield, partly
mitigated by
Financial
cleaning
Project revenue leverage
• PV yield (x3–6)
• Tariff
Equity IRR
Cleaning requires (???)
upfront Project cost
infrastructure • Cost of construction
• O&M cost
Cleaning incurs
running costs,
escalating over
time
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Developers take substantial risks, underestimating the
uncertainty around soiling.
Factors affecting the equity return of PV projects
Soiling reduces
PV yield, partly
mitigated by
Financial
cleaning
Project revenue leverage
• PV yield (x3–6)
• Tariff
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Cleaning strategy is a major element in highly competitive
PV project tenders in desert locations.
Return-optimizing Robust
• Optimal cleaning method • Minimum residual yield
• Optimum cleaning regime uncertainty
(frequency) • Minimum cost uncertainty
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First and crucial step is to understand climatic and
economic parameters of the site.
Typical site-specific parameters
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Next the plant layout and mounting structure architecture
need to be accounted for.
Layout specific parameters
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There are a wide range of cleaning methods and solution
providers – both wet and dry.
Manual cleaning
Semi-automated truck-
mounted cleaning
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A large variety of cleaning technology vendors are vying for
business, but only few solutions are effective and bankable.
Cleaning technology vendor summary
Companies
Source: Apricum analysis based on research and interviews; 1) Not exhaustive, many players; 2) Typically used only for rooftop
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Certain site or plant design attributes significantly affect
competitiveness for each type of cleaning method.
Factors affecting competitiveness by cleaning method
+ Low labor cost + Cheap, available + Flexible cleaning + High soiling rates
+ Infrequent water requirements + Water unavailable
cleaning needs + Flexible cleaning + Compatible with + High labor rates
+ Large labor pool requirements tracker systems
+ High predictability
available + Labor can work in + Upfront cost required
cooled vehicles sensitivity
+ Large site
High inflation rate Unavailable water Hot environments No tracker
Sensitivity to Narrow rows (labor exposed) products (yet)
module damage Difficult terrain Inaccessible Sensitivity to
Inaccessible or water1 upfront cost
Tracker drive line
expensive water Obstructions Obstructions
Sensitivity to
for wet cleaning within tables within tables
module damage
Source: Apricum analysis; 1) For robots requiring water
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Manual, truck-based and semi-automatic robotic cleaning
methods require careful tuning of cleaning frequency.
Impact of yield
improvement
Revenues
NPV Ever less
marginal returns
from increasing
cleaning Net project NPV
1x 365x frequency Optimum
Cleaning frequency
Cost Impact of
Very high 26x
NPV O&M cost
cleaning Cleaning frequency
frequency
generates high
OPEX impact
1x 365x
Cleaning frequency
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Robotic cleaning is much more robust: marginal cost of
cleaning is negligible – high frequency cleaning is optimal.
Impact of yield
improvement
Revenues
NPV Ever less
marginal returns
from increasing
cleaning Net project NPV
1x 365x frequency
Optimum
Cleaning frequency
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In regions where labor cost is relatively high, soiling very
high and/or water cost is high, robotic cleaning wins.
Example case: Relative NPV of PV project by cleaning solution [USD cents/Wp]
Dubai
11.6
10.8
8.5
7.4
0.0
Frequency
[days]
25 9 8 1 5
Source: Apricum analysis; assumes fixed tilt system that robotic systems are compatible with
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Conclusion: cleaning can be a “make or break” factor for
competitive PV projects.
• Cleaning is becoming a crucial topic for
PV developers and IPPs, as projects are
increasingly built in “dirty” regions and
margins for error shrink
• There is no “one size fits all” solution;
methodology and cleaning regime need to
be optimized per site and project layout
• Knowledge of climatic parameters and
careful planning is key!
• Dry robotic technologies promise to be
the most robust and scalable technology
going forward
• Bankability issues still underestimated
• Key challenge for fully-automated robotic solution providers will be to
offer an efficient tracker solution
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Thank you for your attention
James Kurz
Project Manager
kurz@apricum-group.com
T +49-30-30 87 76 2 29
PV Cleaning: Choosing the Optimal Method and Frequency
MODERATOR
Michael Schmela
Executive Advisor
SPEAKER
James Kurz
Project Manager
Partner
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