ENERGY MARKETS 2050
THEY CALL IT DISRUPTION. IT
MIGHT BE A REVOLUTION.
Berlin, 22 October 2015
Stefan-Jörg Göbel
Technical Development
2
Energy Markets 2050 - Disruption or Revolution?
Social Preferences
3
Energy Markets 2050 - Disruption or Revolution?
Energiewende: „Renewable Energy as an
alternative to nuclear power“*
Minimum target renewable energy (%)
100
80
60
40
20
0
2014
2025
2035
2050
* Definition at bundesregierung.de
4
Energy Markets 2050 - Disruption or Revolution?
RES subsidies 2015 in the context of the
German national budget 2015 and the GDP
35
30
Mrd. EUR
25
20
15
10
5
0
Defense
5
1% of GDP
Energy Markets 2050 - Disruption or Revolution?
RES subsidies
Traffic and
digital
infrastructure
Education and
Research
Families
Home Office
Stock price development - Utilities
6
Energy Markets 2050 - Disruption or Revolution?
Stock price development - SolarCity
7
Energy Markets 2050 - Disruption or Revolution?
Central Dispatch, Virtual Power Plants, the
Energy Cloud
1990
Hundreds of power plants, passive
demand side
2015
+ Control of thousands of windfarms in
real time following market signals
2050
+ Control of millions of active generation,
demand and storage devices
8
Energy Markets 2050 - Disruption or Revolution?
bereits größtes “Kraftwerk“
in Deutschland
1918
9
Energy Markets 2050 - Disruption or Revolution?
THANK YOU
Stefan-Jörg Göbel
+49 211 60244-124
[email protected]
Statkraft Markets GmbH
Derendorfer Allee 2a
40476 Düsseldorf
www.statkraft.com