光伏科学家大会 (口头报告)

特邀演讲嘉宾

 
Michael WOODHOUSE博士,能源经济分析师, 国家可再生能源实验室,美国

演讲题目: The International Supply Chain, Manufacturing Costs, and Lifecycle Project Economics of Solar Photovoltaics
演讲时间:  5月29日

Dr. Michael Woodhouse is a senior analyst within the National Renewable Energy Laboratory's (NREL) Strategic Energy Analysis Center (SEAC), where his analysis activities are focused on solar energy technologies, economics, and policy. He also serves as Associate Editor for the American Institute of Physics peer-reviewed Journal of Renewable and Sustainable Energy, where he is responsible for selecting and coordinating papers for publication in the areas of energy economics and policy. In addition, he is the lead economics analyst for the Bay Area Photovoltaics Consortium, which is a program of university and national lab research administered by Stanford University.
演讲摘要: This talk will highlight the efforts of the National Renewable Energy Laboratory's (NREL) Strategic Energy Analysis Center (SEAC) to track solar PV manufacturing capacities and trade flows, economic value-add, component manufacturing costs, and project levelized cost of energy (LCOE) for countries across the globe. We will begin with an overview of PV’s global supply chain and 2018 benchmark input data used within NREL’s crystalline silicon (c-Si) and thin film module manufacturing cost models. The accounting framework that will be detailed provides a methodology to prepare cost model results in accordance with the U.S. Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS). For the polysilicon, wafer, cell conversion, and module assembly steps of the c-Si supply chain, and for thin film modules, we provide input data and methods for calculation of the costs of goods sold (consisting of materials, labor, electricity, maintenance, and manufacturing equipment); as well as the additional operating expenses of research and development (R&D), and sales, general, and business administration (S, G, &A). This 2018 benchmark analysis is applied to state-of-the-art manufacturing facilities located across the globe. We will also provide an overview of developing wafer, cell, module, and system level technologies that may lead to lower PV LCOE targets in the future. The next- generation technologies that are highlighted are believed to lower manufacturing and installation costs, reduce operations and maintenance (O&M) expenses, or improve energy yield. We look forward to sharing NREL's extensive work in these areas and also sharing ideas about future directions.