《BEYOND MAINSTREAM》.pdfVIP

BEYOND MAINSTREAM SOLAR PV could be similar to the shale gas disruption for the utilities industry JUNE 2015 THINK ACT SOLAR PV WILL CHANGE THE UTILITY LANDSCAPE THE BIG 3 1 1% The share of traditional utilities in the European installed solar PV capacity is less than 1% at the end 2014. The remaining 99% is owned by investors, project developers, households and commercial companies and they compete with utilities in electricity generation. p. 14 2 12% The share of solar PV electricity production in total European electricity production can reach 12% by 2030, quadrupling the share in 2013. Solar PV will start to have a large impact on the business model of utilities. p. 16 3 17 cts kWh The electricity retail price, including taxes, grid fees and the EEG levy equals 29 cents/kWh in Germany, while the feed-in tariff for residential rooftop installations equals only 12.5 cents/kWh. Raising self-consumption with home automation tools and storage enables consumer to put the difference of 17 cents/kWh in their pockets, threatening the traditional utilities offer. p. 8 New busi- ness models for utilities p. 18 2 ROLAND BERGER STRATEGY CONSULTANTS THINK ACT SOLAR PV WILL CHANGE THE UTILITY LANDSCAPE Introduction: Solar PV could be a game changer for the utility industry In just 30 years, solar PV has developed from a niche Production is highest around noon and absent during segment into a high growth market. Once mainly used