ADB Task Force Opening Remarks

Sustainable Energy Renewable Energy Technologies

Dr. Kenji Uenishi President, GE Energy Asia Pacific
ADB task force co-chair

Regional task force

Thoughtful policy drives business opportunities Results Govt

Public private
partnership Shared goals and opportunities
Exchange info Develop projects

Best practice development

2 August 2011

Market outlook
Renewable energy integration moving on upward trajectory
Global wind+solar cumulative installed base (GW)
Global cumulative installed base (GW)

600
Solar

400

Renewables: Moving from accommodate to embrace

Wind

200

2000

2004

2008

2010

2011E

2020E
3 August 2011

Source: IEA, GWEC, EPIA

Addressing renewables integration

But key to growth will be how renewables are implemented

Key renewable technologies

Wind
Onshore wind turbines Offshore wind with direct drive

Solar
Photovoltaic (PV) panel farms Concentrated solar power (CSP)

Technologies that facilitate renewables integration

Gas/renewables integration: Maximize clean tech usages Smart grid: How to maximize efficiency and performance?
4

Addressing renewables integration

Within cleaner energy future, gas to retain importance

Renewables

Gas

Gas and
Distributed, modular Intermittent supply to grid Strong social acceptance Smaller installed base (>230 GW) Zero carbon emission

renewables partnering

Central and distributed Flexible supply to grid Proven technology Large installed base (>1300 GW) Lower carbon footprint than coal
5 August 2011

Addressing renewables integration

Smart grid will be critical in managing more renewables
EV charging Distributed power

Smart grid
Building automation IRCC

Solar solutions
6 August 2011

Addressing renewables integration

GE is ready to partner in developing a greener future
MetCap (Turkey, 530MW) WiMax (Australia)

Worlds first Integrated Renewables Combined Cycle power plant Includes GE 9FB gas turbine with 22MW GE wind turbines, and 50MW eSolar CSP technology, integrated by GE Mark Vie controls

Utility SP AusNet to link 680,000 customers with smart meters GE to provide the meter communications technology and smart meters, together with Landis+Gyr

Public/private cooperation
For solar, strong govt support by Germany built market
Evolution of solar market development in Germany III. Results

I. Initial situation

II. Policy developed

Unfavorable for solar

Lack of regulatory frameworks concerning solar Fluctuating electricity prices make solar economics weak Difficulty in dispatching PV power

Govt policy support

Reliable FiT policy developed in 1990 Renewable Energy Sources Act (EEG) passed, prioritizing renewables Easy permitting, interconnect procedures

Solar energy leader

~17GW total installed base in 2010, from less than 300MW in 2000 Reduction of 3.6M tonnes of greenhouse gas emissions 79,000 new jobs in Germany for solar

Source: IEA, EPIA

Public/private cooperation
Consistent Europe policy built wind to ~17% of generation
Europe wind generation cumulative installed base (GW)
Cumulative installations (GW) 100
80 60 40 20 0

'91 '92 '93 '94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11

Financial support jump-start

1991: Germany FiT 1992: Denmark FiT 1995: Spain FiT
Source: EER Note: G.C. = green certificate

Directive frameworks
1997: EU white paper, 40GW by 2010 2001: EU renewables directive 1, 22% by 2010

Market economic stability follow-on

2001: France FiT 2002: UK G.C. 2003: Sweden G.C. 2006: Poland G.C.
9

Public/private cooperation
For APAC, ADB task force is a conduit to develop solar
Arrival point
Renewables leader

Develop public private partnerships

Initial point
Weak uncertain market

Dialogue to create roadmap for future energy needs

Governments to provide policy and regulations to support

10