Tuesday, 24 August 2021

If you don’t obsolete yourself…

 


 

Then someone else will

( Ted Levitt in his essay , “ Marketing Myopia )

Apparently, Mumbai DISCOMS ( Adani – Tata – BEST ) seems to have realized this

 

Context :

Mumbai: Firms woo residents to solar panels with subsidy, bill savings   / TOI  /  24 Aug 2021

 

Extract :

 

Ø  DISCOMs announced up to 40 % subsidy on installing solar panels on building rooftops

Ø  There will be a net metering system, wherein whatever solar power you generate, goes to the grid.And this is adjusted with your monthly electricity bill

Ø  Excess units generated will be credited in future billings

Ø  A 1 kWp panel – it occupies 110 sq ft – costs Rs 46,000, but with 40 % subsidy it reduces to Rs 27,600 , including tax, installation, 5-year maintenance

Ø  The savings could range from Rs 800 to Rs 2400 a month, depending on 1 – 3 kWp of solar panel installed

Ø  On the other hand, if the panel generates more units than what you consume, then the EXCESS units are kept in an ENERGY BANK

Ø  One can install a maximum  10 kWp panels on a rooftop

 

 

MY  TAKE :

 

Ø  Most of these proviso are old stuff . May be earlier subsidy of 30 % got raised to 40 % ( tinkering ? )

Ø  What did enthuse me however, is the use of the term “ ENERGY BANK “ – something which I suggested in my following earlier e-mails :

 

     #  Congratulations , Shri R K Singhji    ………………  19 Nov 2020 

             #  Congratulations, Shri Vijaybhai Rupaniji ……30 Dec 2020

             #  Congratulations , Shri Saurabh Patelji  ………31 Dec 2020

 

Ø  Now this new term ( ENERGY BANK ), implies ( as in our normal financial banks ), the introduction of the concept of “ Safe Keeping / Storing “ of your surplus Solar generated units ( instead of cash )


Ø  At present, DISCOMS just “ Buy and Sell “ power. They do not have Grid-scale STORAGE BATTERIES


Ø  They simply ask the power generating plants ( mostly coal based ) to step up or step down the generation, depending upon the demand at the moment


Ø  Generating plants themselves do not have grid-scale storage batteries ( 100 MW + )


Ø  Hence, all power remaining UN-CONSUMED at any given moment, is lost for ever !


Ø  Now, if DISCOMS promise to STORE your excess units, then they must create STORAGE capacities, in the form of Storage Batteries ( several, distributed geographically in areas they serve ). May be, the DISCOMS will be forced to join hands and create COMMON battery facilities. They will keep track of units “ deposited “ and units “ withdrawn “ by each DISCOM – and by each customer of each DISCOM 

 

Ø  That is inevitable since all existing coal-based plants are bound to gradually shut down over the next 10 years


Ø  If 100,000 ( 1 lakh ) rooftop each generate 10kWp each, that is 1,000 MW ( 1 GW )


Ø  Now, Govt had set a target of 40 GW of Rooftop Solar by 2022 ( far from reaching that )


Ø  But whenever we do, that would amount to 40 Lakh rooftop installations of 10kWp each


Ø  But most rooftops can manage only 5 kWp (550 sq ft  of terrace space )


Ø  That would mean, we need 80 Lakh rooftop installations ( 8 million )


Ø  India had approx. 32 MILLION buildings ( Stone + Concrete ) as per 2001 Census      

Ø 

If,  If someday all of these buildings were to have Solar rooftop installations, what could be the “ Nature of Business “ for the DISCOMS ?


Ø  They would, no more be in the business of, “ Buying and Selling “ power ( whether generated by Solar Farms or rooftops )


Ø  May be they will “ charge “ their customers for “ Safe-keeping / Storing “ excess units ( some foreign banks do NOT pay you any interest for your money lying with them – instead they “ charge “ you a small FEE for safe-keeping )


Ø  I suspect Adani – TATA – BEST officers got to read my following blog :

How to reduce Carbon Emission to Net Zero ? …………[ 25 July 2021 ]

    

And having read, they might be asking :

             What business are we in ? “

 

I believe they should ask Shri R K Singhji ( Architect of our Renewable Energy Mission ) 

 

With regards,

Hemen Parekh  /  hcp@recruitGuru.com / 25 Aug 2021

 

 

 

 

            

 

 

 

 

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