Current PV Landscape from Project Development Viewpoint - 8minuteenergy, Frank Faller

Current PV Landscape from Project Development Viewpoint PV Module Tech Penang, Malaysia October 2018 Frank Faller VP TechnologyContents • Introduction 8minutenergy • PV Cell and Module Tech Trends • Current Landscape of PV Module Offerings • LCOE Sensitivities • Status Degradation Modes • PV Quality Assurance • Central Role of IEs • Summary8minutenergy has built some of the nation’s largest and most recognizable solar PV projects, and have over 7 GW PV and 1 GWh Storage in development | 3 8minutenergy is a privately held company with our principals investing their own equity into development projects. 8minutenergy is technology agnostic driven by our relentless aim to be best-in-class on LCOE and LCOS in solar PV and energy storage in complex markets 8minutenergy has developed a rigorous process to select quality components for its projects. For PV modules, for example, this includes • extensive project-specific modeling of module long-term performance (i.e., energy yield) using data from manufacturers, 3 rd -party certified engineering firms and internal data and simulation tools • Complete understanding and control of the module design and bill of materials, BOM • Factory audits and production oversight 8minutenergy is focused on delivering projects that produce reliable energy with consistent long term pricing and best-in-class cost of electricity, LCOEPV Technology Landscape is Changing System: Mounting configuration, string vs central inverters, storage www.lankasolarpower.com FBR Grades/ purity Ingot size Quasi-mono Continuous Cz Doping Crystallinity Format Thickness Damage etch Half-cell PERC/L/T bifacial Hetero/tunnel IBC Back-contact Post-cell processing: H- regen, half-cut Format/size Busbars multi-wire Non-soldered Glass-glass Shingle EC adhesives AR coating„Super-imposed“ ITRPV Cell presented at the 2018 NREL PV Module Reliability WorkshopCentral Role of IEs IEs represent the binding link between the project partners. In a fast-changing, more complex PV technology landscape with pressure to increase the useful project life, IEs are encouraged to • strengthen and deepen their know-how in all aspects impacting PV performance • Help digest and learn from increasing (field) data • Develop generally accepted procedures to qualify new tech • Help assess and interpret scientific results Company Main Business Founded Empl PV Core Team PV project experience Black 8me internalWhile the global solar economy has advanced, and will continue to grow tremendously, there is still room for improvement • Increasing number of cell-tech & module design technologies available … • … leading to dramatic increase of modeling iterations for project optimization • Degradation modes not all fully understood • Quality: We’re doing the right thing, need to do more & develop methodology to digest data and introduce innovation • IEs have a central role, are encouraged to grow, and bridge the gap between deployment and innovation SUMMARYThank you! Contact ffaller@8minutenergy.com