新兴太阳能市场——跟踪变化发现非洲投资机会.pdf

1、MISSION SOLAR EXPLORE EUROPES NEXT ENERGY FRONTIERSide SessionEMERGING SOLAR MARKETS:TRACKING CHANGES AND SPOTTING OPPORTUNITIES FOR INVESTMENTS IN AFRICA Supported by:MISSION SOLAR EXPLORE EUROPES NEXT ENERGY FRONTIERSPEAKERSRethabile MelamuCEO,SAPVIAChristoph BothSenior Advisor,GET.investJeff Mura

2、geSenior Program Coordinator Energy,KFWThomas SauerPresident&CEO,TEXXECURE Rating FoundationJenny ChaseSolar analyst,BloombergNEFIns van OldeneelBusiness&Market Development Officer,Alliance for Rural ElectrificationSupported by:MISSION SOLAR EXPLORE EUROPES NEXT ENERGY FRONTIERSPEAKERThomas SauerPre

3、sident&CEO,TEXXECURE Rating Foundation0 SPE Summit EXX 2024 03-FINAL_Edition.pptx 5Business Confidential I 2024 by EXXERGY GmbHEmerging solar marketsTracking changes and spotting opportunities for investments in AfricaSolarPower SummitBrussels 5 March 20240 SPE Summit EXX 2024 03-FINAL_Edition.pptx

4、6Business Confidential I 2024 by EXXERGY GmbHWarm-up Question I-1An analog question in digital times:On an analog clock,what is the angle between the big hand and the small hand when the time is 3:16:20(a.m.or p.m.does not matter)?1.82.63.04.212340 SPE Summit EXX 2024 03-FINAL_Edition.pptx 7Business

5、 Confidential I 2024 by EXXERGY GmbHSub-Saharan Africa lets dive into subject matter46 48 countries(depending on source)24 M km(EU:4 M km)Population:1.2 B people(EU:450 M)GDP 2 T US$(1.700$/capita)Growth since 2000Population:2.5%-2.8%p.a.GDP:2%-6%p.a.(except 2020)GINI coefficient:Average:42,06Min.:G

6、uinea(29,6)=Comparable to EUMax.:South Africa(63)Electricity access rate:47%Sources:Worldbank,IEA,UN,WHO,Wikipedia)0 SPE Summit EXX 2024 03-FINAL_Edition.pptx 8Business Confidential I 2024 by EXXERGY GmbHThe grid in Sub-Saharan Africa vs.EuropeSources:Worldbank,ENTSO-E0 SPE Summit EXX 2024 03-FINAL_