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POWER SYSTEM TRANSFORMATIONKARLA JESSICA GASCA LARA
DIRECTOR OF RENEWABLE ENERGY
SENER, MEXICO.
JUNE 22, 2016.
AGENDA
I. KEY ELEMENTS OF THE ENERGY REFORM IN MEXICO
II. QUICK FACTS OF MEXICO’S ELECTRIC POWER SECTOR
III. ENERGY REFORM FOR POWER SYSTEM TRANSFORMATION
o ELECTRICITY INDUSTRY LAW
o GEOTHERMAL ENERGY LAW
o ENERGY TRANSITION LAW
o ENHANCED BUSINESS ENVIRONMENT
3
KEY ELEMENTS OF THE ENERGY REFORM
KEY ELEMENTS OF THE ENERGY REFORM
SECONDARY LEGISLATIONSECONDARY LEGISLATION REGULATORY BODIES(CRE & CNH)
REGULATORY BODIES(CRE & CNH)
STRENGTHENINGLEGAL FRAMEWORK AND
REGULATORS
PRODUCTIVE STATECOMPANIES (PEMEX & CFE)
PRODUCTIVE STATECOMPANIES (PEMEX & CFE)
INDEPENDENT SYSTEMOPERATOR
(ASEA, CENACE & CENAGAS)
INDEPENDENT SYSTEMOPERATOR
(ASEA, CENACE & CENAGAS)NEW ELECTRICITY MARKET
NEW TAX REGIMENEW TAX REGIME NEW FUNDS*NEW FUNDS*FINANCING MECHANISMS
NATIONAL INVENTORY OFRENEWABLE ENERGY
NATIONAL INVENTORY OFRENEWABLE ENERGY VUERVUERINFORMATION AND
TRANSPARENCY
* FUNDS: MEXICAN PETROLEUM FUND, PUBLIC TRUST FOR THE PROMOTION AND DEVELOPMENT OF NATIONAL ENERGY INDUSTRY SUPPLIERS AND CONTRACTORS, SENER-NAFIN FUND, AND UNIVERSAL POWER SERVICE FUND
December 22th, 2013Constitutional Reform
August 11th, 2014Legal Reform
February 2016Revenue Regulation for PPP‐Transmission
January 28th, 2016Day Ahead MarketStarts Operations
February 11th
Clean Energy Certificates and Penalties Guidelines
March 31th,2016First Long TermAuction Award
July 31th, 2015First national Power Development Plan
June 2th, 2015New interconnection Guidelines
March 2016 New Grid Code
SOME MILESTONES ON REFORM IMPLEMENTATION
KEY ELEMENTS OF THE ENERGY REFORM
AGENDA
I. KEY ELEMENTS OF THE ENERGY REFORM IN MEXICO
II. QUICK FACTS OF MEXICO’S ELECTRIC POWER SECTOR
III. ENERGY REFORM FOR POWER SYSTEM TRANSFORMATION
o ELECTRICITY INDUSTRY LAW
o GEOTHERMAL ENERGY LAW
o ENERGY TRANSITION LAW
o ENHANCED BUSINESS ENVIRONMENT
QUICK FACTS OF MEXICO’S ELECTRIC POWER SECTOR (2015)
Capacity
28.32%71.68 %
MW MW
Hydro 64.8%W ind 14.6%Geotherm al 4.8%Solar 0.3%Bioenergy 3.9%N uclear 7.8%Efficient cogeneration 3.0%Distributed generation 0.7%Regenerative brakes 0.04%
100%
Com bined cycle 49.3%Conventional therm al 26.1%Coal fired 11.0%Gas fired 10.1%Internal com bustion 2.4%Fluidized bed 1.2%
100%
Modality Generation (GWh) %
CFE 171,984 55.55
Independent producer
89,157 28.80
Self-supply 23,983 7.74
Cogeneration 15,920 5.14
Exports 7,157 2.31
Continuous Own Uses
1,036 0.3
Small production 153 0.06
Distributed generation
161 0.1
Generation
Population 119 million
Electricity Consumers 40.2 million
Installed capacity: 68 GW
Peak demand: 40.7 GW
8
Generation
2015
Source: Programa de Desarrollo del Sistema Eléctrico Nacional 2016 - 2030, Secretaría de Energía.
Generation
2030
Conventional. 79,66%
Clean. 20,34%Conventional. 59%
Clean. 41%
GWh/ yearConventional 261,728Clean 181,878
443,606
QUICK FACTS OF MEXICO’S ELECTRIC POWER SECTOR
AGENDA
I. KEY ELEMENTS OF THE ENERGY REFORM IN MEXICO
II. QUICK FACTS OF MEXICO’S ELECTRIC POWER SECTOR
III. ENERGY REFORM FOR POWER SYSTEM TRANSFORMATION
o ELECTRICITY INDUSTRY LAW
o GEOTHERMAL ENERGY LAW
o ENERGY TRANSITION LAW
o ENHANCED BUSINESS ENVIRONMENT
Generation
CFE
IPPs
Self Supply
Cogeneration Export/Import
Dispatch, Transmission, and Distribution
CFE
CFE Public Utility Mostly Vertically Integrated +
Restricted Private Participation in Generation
All regulated Users
Self supplyusers
BEFORE: MOSTLY A VERTICALLY INTEGRATED SYSTEM
ELECTRICITY INDUSTRY LAW
Transmission*
CFE Subsidiaries
+Private Sector
Distribution*
CFE Subsidiaries
+Private Sector
Commercialization
Pure Commercializati
on
Suppliers of Regulated Consumers
Generation
CFE Split into Gencos
Private Generators
System and Market Operations
CENACE OSI/OM
Open Access
Final Consumers
Qualified Users
Regulated Users
Suppliers of Qualified Users
Policy Making
Regulation
Short, Medium, and Long Term MarketsClean Energy Auctions & CE Certificate Market
AFTER: RENEWABLE-READY MARKET ORIENTED REFORM
ELECTRICITY INDUSTRY LAW
12
ELECTRICITY INDUSTRY LAW
ENHANCED PLANNING PROCESS CLEAN ENERGY CERTIFICATES
UNBUNDLING OF CFE
VERTICAL
HORIZONTAL
Wind
Solar
13
Long‐term electricity auctions: First auction results
Source: Cenace y Bloomberg
Company / PowerPlant State Power
(MW)Energy
(MWh/yr)CEL
(CEL/yr)Precio
(Pesos/yr)
Price (USD/MWh
)
Acciona Energy 336 585,731 585,731 434,699,412 42.85PE El Cortijo Tamaulipa
s 168 585,731 233,254,958
PE El Cortijo Tamaulipas 168 585,731 201,444,455
Alarde 76 291,900 291,900 338,331,511 66.92Parque Eólico Tizimin Yucatán 76 291,900 291,900 338,331,511
Envision & Vive Energia 90 275,502 275,502 314,423,955 65.89Energía Renovable de
la Peninsula Yucatán 90 275,502 275,502 314,423,955
Aldesa 60 230,888 230,888 238,816,026 59.72Parque Eólico
Chabacal Yucatán 30 113,199 113,199 117,085,926
Parque Eólico Chabacal II Yucatán 30 117,689 117,689 121,730,100
Total 562 1,384,021 1,384,021 55.33
Company / Power Plant State Power(MW)
Energy(MWh/yr)
CEL (CEL/yr)
Precio (Pesos/yr)
Price (USD/MW
h)
Enel 787 2,249,947 2,249,9471,508,189,48
2 38.70Parque Solar Villanueva Coahuila 330 972,915 972,915 597,503,346
Parque Solar Villanueva 3 Coahuila 250 737,998 737,998 489,680,736
Parque Solar Don José Querétaro 207 539,034 539,034 421,005,400
Sunpower 1,100 1,009,290 989,265 932,055,704 53.32Guajiro 2 Querétaro 100 269,155 263,815 204,932,823
Ticul 1 Yucatán 500 493,303 483,515 478,075,849
Ticul 1 Yucatán 500 246,832 241,935 249,047,032
JinkoSolar Investment 188 502,713 502,713 458,556,841 52.67Las Viborillas Aguascalient
es 100 277,490 277,490 226,975,665
Concunul Yucatán 70 176,475 176,475 178,133,177
San Ignacio Yucatán 18 48,748 48,748 53,447,999
Recurrente Energy 63 140,970 140,970 116,936,169 47.89Aguascalientes Potencia 1 Aguascalient
es 63 140,970 140,970 116,936,169
Thermion Energy 23 60,965 60,518 50,500,753 47.83Sol de Insurgentes Baja
California Sur 23 60,965 60,518 50,500,753
Alter Enersun 30 54,975 53,477 64,307,962 67.54Kambul Yucatán 30 54,975 53,477 64,307,962
Total 2,191 4,018,860 3,996,890 44.97
BEFORE ENERGY REFORM
(1959 - 2014)
ONLY 4 PRODUCTION WELLSWERE EXPLOITED 15 PERMITS FOR SURVEYING STAGE (CFE + PRIVATE)
6 REQUESTS IN THE PIPELINE (100% PRIVATE)
AFTER ENERGY REFORM
(2014 - 2015)
1 GENERATOR IN 4 STATES
4 + 2 GEOTHERMAL ENERGY CONCESSIONS50% INCREASE
5 ENTERPRISES IN10 STATES
GEOTHERMAL ENERGY LAW
15
SUSTAINABLE USE OF ENERGY
GRADUAL INCREASE OF CLEAN ENERGIES
EMISSIONS REDUCTION
HARMONIZATION WITH OTHER LEGALINSTRUMENTS (LIE, LGCC)
STRATEGY PROGRAMS
(PRONASE / TRANSICIÓN ENERGÉTICA / REDES)
ROAD MAP EE / RE CONSULTATIVE COUNCIL R&D (INEEL + CEMIES) VALUE CHAINS
ENERGY TRANSITION LAW
( LAERFTE / LASE )
ENERGY TRANSITION LAW
ON-LINE PLATFORMS FOR INVESTORS
ENHANCED BUSINESS ENVIRONMENT
NATIONAL INVENTORY OF RENEWABLE ENERGIESHTTP://INERE.ENERGIA.GOB.MX/PUBLICA/VERSION4.4/
ATLAS OF HIGH CLEAN ENERGY POTENTIAL ZONES
ONE-STOP WINDOW FOR RENEWABLE ENERGY PROJECTS2016
17
THANKS FOR YOUR [email protected]