2013年-世界发展银行全球_Development_of_Local_Supply_Chain___The_Missing_Link_for_Concentrated_Solar_Power_Projects_in_India_160页_1mb

Summary of the Document: Development of Local Supply Chain for Concentrated Solar Power (CSP) Projects in India

Core Content

This document outlines the potential for developing a local supply chain for Concentrating Solar Power (CSP) technologies in India, emphasizing the importance of local manufacturing for cost reduction, economic growth, and energy security. It is part of a broader study by the World Bank's Energy Sector Management Assistance Program (ESMAP) to assess the competitive positioning of Indian industries and propose an action plan to stimulate local CSP manufacturing.

Main Objectives

• Assess the potential of Indian industries to establish a local manufacturing base for CSP components and equipment.
• Evaluate the short-, medium-, and long-term economic benefits of local CSP manufacturing.
• Propose an action plan to support the development of CSP technologies in India, including policy, financing, and R&D initiatives.

Key Components and Local Manufacturing Potential

The document identifies several key components required for CSP technologies and evaluates the current and future capabilities of Indian industries to manufacture them:

• Mirrors: Indian industries have the potential to manufacture mirrors, but require low-iron sand, which may need to be imported if not available locally.
• Support Structures: Some manufacturing capabilities exist, but further development is needed.
• Receiver Tubes: Potential for local manufacturing, with a projected cost reduction of up to 30%.
• Tracking and Drive Mechanisms (TADM): Current industry capabilities are limited, but opportunities exist for growth.
• Heat Transfer Fluid (HTF): Indian industries can produce HTF, but require scaling up and technology development.
• Turbines and Solar Steam Generators: Some local manufacturing capacity exists, with a potential for cost reduction up to 40%.
• HTF Pumps: Limited local capabilities, but can be developed with support.

Each component's potential for local manufacturing is analyzed in terms of:

• Current Industrial Capacity
• SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
• Cost Reduction Potential
• Timeline for Indigenization

Economic Benefits of Local Manufacturing

The development of a local manufacturing base for CSP technologies can lead to significant economic benefits, including:

• GDP Impact: Increased local manufacturing contributes to GDP growth.
• Job Creation: Direct and indirect employment opportunities are expected, especially in construction, O&M, and component manufacturing.
• Foreign Trade Impact: Exports of CSP components are expected to grow, especially for the parabolic trough (PT) technology, which is currently commercially mature.

Projected Economic Impact by Scenario

Export Market Projections

• 2022: Rs. 5,000 crores
• 2025: Rs. 8,000 crores
• 2030: Rs. 11,500 crores

Action Plan for Local CSP Manufacturing

The document proposes a comprehensive action plan to stimulate local manufacturing and reduce costs, including:

1. Long-Term Policy Framework

• Year-wise allocation for CSP power projects: MNRE
• Regulatory support & tariff mechanism for solar thermal hybrid projects: MNRE & CERC
• Renewable Energy Certificate (REC) mechanism for Solar Thermal energy generation: CERC

2. Low-Cost Financing

• Enable low-cost financing for CSP from banks and set exposure limits for CSP projects.
• Supportive Responsibility: Ministry of Finance (MOF)

3. Financial Planning of Subsidies and Incentives

• Time-bound and milestone-based Concessional Customs Duty (CCD) and zero excise duties for materials and components.
• Supportive Responsibility: MOF

4. Promotion of R&D and Innovation

• Mechanism for promoting R&D and innovation in CSP technologies.
• Supportive Responsibility: MOF and industry stakeholders

Competitive Positioning and Cost Reduction

• The competitive positioning of Indian industries is analyzed using a cost evolution model that considers experience and technology breakthroughs as key drivers.
• Under the Jawaharlal Nehru National Solar Mission (JNNSM), cost reductions have already been achieved through a reversed auction bidding mechanism.
• The study indicates that local manufacturing can reduce costs for key components by up to 28% (mirrors), 30% (receiver tubes), and 40% (structures) for parabolic trough (PT) systems.

Key Findings

• CSP Technology: Offers a dispatchable and reliable energy source with storage capabilities, making it a viable option for meeting peak and base load demands.
• Economic Growth: A local supply chain can significantly boost GDP, employment, and export potential.
• Industry Participation: Several traditional industries in India, such as automotive, glass, metal, and chemical, have the potential to adapt to CSP manufacturing with minimal effort.
• Importance of R&D: Collaboration between private companies and research institutions is crucial for developing cheaper and more efficient components.

Conclusion

The development of a local supply chain for CSP technologies in India is critical for reducing costs, enhancing energy security, and driving economic growth. With the right policy, financial support, and R&D initiatives, India has the potential to become a major player in the global CSP market. The proposed action plan outlines steps to support this transition, including long-term policy frameworks, low-cost financing, and incentives for local manufacturing.