Vi tar elen

hem till dig.

Nexans Climate Day 2021The DSO´s role to enable the electrifications

2021.09.21

Kenneth Johansson, Head of Electrical Network in Stockholm

2021-09-21

Vi tar elen

hem till dig.

965 000Customers

17.5% Market share

– the second

largest DSO in Sweden

100 bnis estimated need in investments

until 2045

77,500 km of power lines distribute

26.5 TWh electricity

Our ownersOMERS Infrastructure (50%)

Third National Pension Fund (20%)

Folksam (17.5%)

First National Pension Fund (12.5%)

~3 000 people

employed, of which ~500 own

employees

Our corporate culture is characterized by social, economic and environmental responsibility, including high safety awareness, customer focus and inclusion.

14.1 bnInvestments 2016 – 2020

99.98% Reliability

Ellevio own, operate and develop transmission & distribution networks in Sweden.

We enable more renewable production, the electrification of transports and industry, and help our customers to act in a more climate smart way.

We take an active role in the journey towards a fossil free and sustainable society.

2021-09-21

Vi tar elen

hem till dig.

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Time is critical if Sweden is to become the world’s first fossil-free welfare state by 2045

At least 30% of the

generation mix from

wind and solar power

The electrification can

mean an increase of

energy usage up to 310

TWh

The customers will take a

more active part in the

electricity system

The greatest investment

cycle since 1960/70 and a

need for 500 bn until 2045

2021-09-21

Vi tar elen

hem till dig.

A combination of initiatives to enable the electrification of the transport and the energy intense industry

Sthlmflex

Smart e-mobility

charging

Partnerships,

electrification

pact

Grid

investmentsEnergy storage to

enable more

renewables

2021-09-21

Vi tar elen

hem till dig.

We need to cooperate more to enable the climategoals and to secure a reliable grid

2021-09-21

Electrification – a key part of decarbonising

societyClimate Day 2021

Niclas Damsgaard

Chief Strategist, Svenska kraftnät

Svenska kraftnät is responsible for

the transmission system for electricity

> We offer safe, efficient and environmentally

friendly transmission of electricity on the national

grid

> We exercise our responsibility for the electricity

system cost-efficiently

> We promote an open Swedish, Nordic and

European electricity market

> We ensure that electricity supply can withstand

severe societal strain

> We promote dam safety

Key changes

> Electrification of hard-to-abate sectors drives strong

growth in electricity consumption

> In Sweden, significant part of the growth will take

place in the North

> The generation mix will change fundamentally

> Severe pressure on the electricity system – need

dispatchable generation, flexible consumption and storage

0

100

200

300

20302025

TWh

2020 20402035 20502045

141 147

187

286

212

265298

+111%

Grid losses

Electric vehicles

Data centers

Industry

Household, service & transport

Electricity consumption, Sweden

(Electrification, renewables scenario)

Key changes

> Electrification of hard-to-abate sectors drives strong

growth in electricity consumption

> In Sweden, significant part of the growth will take

place in the North

> The generation mix will change fundamentally

> Severe pressure on the electricity system – need

dispatchable generation, flexible consumption and storage

38 4278 84 85

0

100

200

300

TWh

12

204020352021

14

2025 2030 2045 2050

+630%

SE4 SE1SE2SE3

Electricity consumption per Swedish bidding zone

(Electrification, renewables scenario)

SE1

SE2

SE3

SE4

Key changes

> Electrification of hard-to-abate sectors drives strong

growth in electricity consumption

> In Sweden, significant part of the growth will take

place in the North

> The generation mix will change fundamentally

> Severe pressure on the electricity system – need

dispatchable generation, flexible consumption and storage

0

50

100

150

2030

GW

2020 20502025 2035 2040 2045

4047

5868

8495

107

Onshore wind

Other thermal

Nuclear

Offshore wind

Solar

Installed generation capacity

(Electrification, renewables scenario)

Key changes

> Electrification of hard-to-abate sectors drives strong

growth in electricity consumption

> In Sweden, significant part of the growth will take

place in the North

> The generation mix will change fundamentally

> Severe pressure on the electricity system – need

dispatchable generation, flexible consumption and storage

Resource adequacy

(Electrification, renewables scenario)

889

0

200

400

600

800

1 000

+flex d

ata

cente

rs

Loss of Load Expectation,

Hours/year

+flex h

ydro

gen

LO

LE

, no f

lex

+flex industr

y/E

V

13 070

0

5 000

10 000

15 000

LO

LE

, no f

lex

+flex h

ydro

gen

Maximum shortage, MW

+flex industr

y/E

V

+flex d

ata

cente

rs

EFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSFEFEPFMSF

SE4-LTSE4-PLSE4-DENO1-SE3NO4-SE2NO3-SE2NO4-SE1SE4-DK2SE3-DK1SE3-FISE2-FISE1-FISE3-SE4SE2-SE3SE1-SE2

Net present marginal benefit, EUR/kW

Import (<-) Export (->)

Long term transmission needs

> Benefits of increased transmission

capacity on many bidding zone borders

> Both internally in the Nordics and out

from the Nordics

> In most cases benefits comes from

trade in both directions