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GE EnergyGE & Renewable EnergyRobert RidgwayProduct ManagerRenewable PowerConversion
Agenda General Electric– GE’s Portfolio– GE Energy Renewable EnergySupplier PartnershipsStandardization OpportunitiesConclusion2GE Company Proprietary
GE’s portfolio 4 businesses operating in more than 100 countries 125 years Over 300,000 employees worldwide 2008 revenue 182BEnergyInfrastructure Power & Water Energy Services Oil & GasTechnologyInfrastructureGECapital Aviation Aviation FinancialServices Enterprise Solutions Commercial Finance Healthcare Energy Financial Services Transportation GE Money TreasuryGE Company ProprietaryNBCUniversal Cable Film International Network Sports & Olympics3
GE EnergyEmployees: 82,000 ‘09 revenue: 37.1B Operating in 140 countriesPower & Water Power generationRenewablesGas EnginesNuclearGasificationWater treatmentProcess chemicalsEnergy Services Contractual agreementsSmart GridField servicesParts and repairsOptimizationtechnologies Plant managementOil & Gas Drilling/production for land, offshore, subsea LNG and pipelines Refining/petrochemical Industrial power gen Complete lifecycleservices4GE Company Proprietary
Investing Across a Variety of TechnologiesWindGasSolarWater TechnologiesNuclearCleaner CoalBiomassSteam5GE Company Proprietary
A world leader in renewable energy solutions 5B investment WindSolar Leading N. Americanwind turbine supplier Residential, commercialand utility applications PrimeStar Solar thin filmtechnology investment Complete scaleablesolutions 5x unit growth since ‘02 14,000 units installedgloballyBiogas Power range: 0.25MW- 4MW Fuel flexibility: Natural gasor a variety of renewableor alternative gasesEnergy FinancialServices Developing creative financialsolutions 25 years in Energy Finance 19B assets 10 manufacturing/assembly sites4,700 global employeesInstalled base: 25GWProjects in 65 countries 200M invested in supply chain10,000 sub-supplier jobs created6GE ProprietaryConfidentialGE CompanyandProprietary
Renewable Energy Portfolio1.5 SLE 97% availability Enhanced controls1.5 XLE Lower wind speeds Performance 2.5 50/60hzSolar Expanding MMW reach PrimeStar TFtechnology Advanced load controls Inverters & modulardesignServices Performance Upgrades Diagnostics & Life ExtensionSystems Grid Management Plant OptimizationNearly 1B invested in technology7GE Company Proprietary
Wind most economic large scalerenewableCost of Electricity nearing mainstreamCost of Electricity ( /kWh)20 year levelizedUS per kWhr20 231510 10 8 7.5GasCoal Nuclear Wind Biomass Solar 6 8.0Basis: 8.00/MMBtu NGCoal COE does not include CCS5‘85‘95‘05 Fixed cost of electricity Energy security Zero air emissions8GE Company Proprietary
14,000 WTGs, 21GW installed 20countriesChinaEurope - 13 CountriesCanada(417/626 MW)(625/938 MW)(2,546/3,892 MW)USATurkeyJapan(8,750/13,125 MW)(65/160 MW)(280/455 MW)Note: JV with HarbinElectric just announcedGlobal demand for clean energy drives GE Fleet growth9GE Company Proprietary
GE Wind global footprintGE Company Proprietary
Supplier Partnerships Operational Excellence Quality and Reliability Regulations and Compliance Cost out and Efficiency11GE Company Proprietary
Leading in uncertain ppliers Energy Oneoffewindustrieswithbreath EveryOrderismajorchallenge FinancialstabilityofprojectsveryDynamic Costisa“BigDifferen6ator” Servicelevel&qualityare“pre- ‐requisites” Focusonservicelevel- ‐Outperform Abilitytomanagechaos- ‐schedule/mix WorkingtogetherasPartners drivecosts Inves6nginfuture abilityscaleupquickonanupturnGE Proprietary InformationGE Company Proprietary1212
%94%CosttoGEOVERTIME 7‘09‘08 Understand GE material flow needs - dynamic Proactive capacity & supply chain risk management Promise date integrityGE Proprietary InformationGE Company Proprietary1313
Quality & Reliability high ren6ator”Suppliersneed: Provenqualityanddeliverytrackrecord Disciplineddesignprocessandchangecontrol StronglinktoGEdevelopmentprocesses(NTI/NPI/DMP) Transparencyonrisks/opportuniZes Managementcommitmenttothepartnership PrioriZzedresponsetoqualityconcernsGE Proprietary InformationGE Company Proprietary1414
Regulations & ComplianceProductsareshippedglobally: Regula6onsFlow- ‐downROHS,REACH,WEEE,CE ductSubs6tu6on RevisionControl AVL CounterfeitPartsAben6on,Educa6on,DiligenceGE Proprietary InformationGE Company Proprietary1515
Cost Out and Efficiency25%Sustain! y- ‐chainmanagement InnovaZve,welldevelopedtechnologyproposals dqualityGE Proprietary InformationGE Company Proprietary1616
Standardization OpportunitiesStandardsProducts IEEE/NEC vs IEC Standard MechanicalPackages– 600V vs 1000V Grid Code– RegionalGlobal– circuit breakers– fuses Wind Environment vs PlantEnvironment– Temperature range (-30 to65C)– Corrosion for offshore (C5)17GE Company Proprietary
Conclusion SupplierPartnerships Opera6onalExcellence- ‐dynamicmarket ment GlobalProduct- ‐Regula6ons,Export&ChangeControl CostOutthroughsupply- ‐chainmgmt,mfgefficiencyandStandarddesigns Standardiza6onOpportuni6es Worktocommonizeelectricalandgridstandards sGE Proprietary InformationGE Company Proprietary1818
GE EnergyQ&AGE & Renewable EnergyRobert RidgwayProduct ManagerPower ConversionRenewable Energy
PrimeStar Solar thin film technology investment Complete scaleable solutions Biogas Power range: 0.25MW- 4MW Fuel flexibility: Natural gas or a variety of renewable or alternative gases Energy Financial Services Developing creative financ
