CSP Industry Panel Hank Price PE Solar Dynamics

CSP Industry Panel Hank Price, PE Solar Dynamics LLC

Stage Gate Process 4 Work Categories in Each Stage • Market/customer assessment • Research, development, demonstration activities ($$$) • Competitive technology/detailed technical assessment • Financial assessment 2 Solar Dynamics LLC Gate Decisin Criteria: 7 Dimensions 1. Strategic Fit 2. Market/customer 3. Technical feasibility and risks 4. Competitive advantage 5. Environmental, legal, regulatory compliance 6. Critical success factors and showstoppers 7. Plan to proceed Source: C. Riley, Stage Gate Management Process, NREL, June 9, 2005

Abengoa Stage Gated Technologies �Trough Technology �Parabolic trough collectors �Oil HTF �Superheated steam HTF �Molten-salt HTF �Indirect molten-salt TES �Phase change TES �Tower �Heliostats �Superheated steam receiver �Molten-salt receiver �Air receivers �Steam storage �PV & CPV �Dish Stirling 3 Solar Dynamics LLC

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R&D Portfolio Management – Mc. Kinsey Three Horizons 6 Solar Dynamics LLC

R&D Portfolio Management – Mc. Kinsey Three Horizons CSP Technology Portfolio Management Solugas Air Tower DSG Trough Molten-salt Trough Particle Tower Superheated Steam Tower Molten-salt Tower Oil Trough w/TES Saturated Steam Tower 7 Solar Dynamics LLC

R&D Portfolio Management – Mc. Kinsey Three Horizons Parabolic Trough Collector Technology 2007 ASTR 0 Euro. Trough II - Sanlucar 8 Solar Dynamics LLC

R&D Portfolio Management – Mc. Kinsey Three Horizons Parabolic Trough Collector Technology 2009 E 2 ASTR 0 Phoenix - Cameo Euro. Trough II - Sanlucar ASTR 0 – Solnova’s 9 Solar Dynamics LLC

R&D Portfolio Management – Mc. Kinsey Three Horizons Parabolic Trough Collector Technology 2011 ASTR 0 E 2 Space. Tube 7. 5 Phoenix E 2. 7 - Cameo ASTR 0 E 2 ASTR 0 – Spain – Solnova’s & Solana 10 Solar Dynamics LLC

R&D Portfolio Management – Mc. Kinsey Three Horizons Parabolic Trough Collector Technology 2013 ASTR 0 E 2 Space. Tube 7. 5 SM Phoenix Space. Tube 8. 2 - Solucar E 2. 7 - Cameo ASTR 0 – Solnova’s E 2. 7 – South Africa 11 Solar Dynamics LLC

R&D Portfolio Management – Mc. Kinsey Three Horizons Parabolic Trough Collector Technology 2015 ASTR 0 E 2 ATLAS Space. Tube SM Phoenix Space. Tube - Cameo SM 8. 2 - Solucar Space. Tube ASTR 0 – Solnova’s 8. 2 – South Africa 12 Solar Dynamics LLC

Parabolic Trough Collector Costs 350 Collector Cost [$/m 2] 300 cost including receiver 100% Receiver 250 Mirrors Installation 63% 200 Structure 43% 150 Misc 32% 100 Power Controls Drives 50 Building 0 DOE 2010 Roadmap [1] Solana E 2 2011 [2] Space. Tube SM 2015 ATLAS Target 2018 [3] [4] Notes: 1) Breakdown according to Sun. Shot Vision Study – February 2012, Table 5 -1 2) Development partially funded by DOE CSP FOA (2007) 3) Development supported by DOE Solar. Mat 2 FOA (2013) 4) Proposal to DOE APOLLO FOA (2014) 13

CSP INDUSTRY COMMENTS AND RECOMMENDATIONS ON DOE/INDUSTRY/LAB/UNIVERSITY ROLES � Improved Collaboration with Stakeholders � Creating a balanced RD&D Portfolio � Project Management � Activities to support development of a mature CSP market in the U. S. � Support for nearer term RD&D � Operation and Maintenance � Laboratory Support for Stakeholders � University R&D � Pilot Projects 14 Solar Dynamics LLC