制造业和关键原材料——欧盟和非洲供应链整合的机遇.pdf

1、Renewable Supply Chains and Manufacturing-Building bridges between Africa and EuropeRalf LEUTZ,ExpertsTeamLead,Senior Solar Energy and Manufacturing Expert2Africain the globalcontextGlobalwarming and the energy transitionis aglobalproblemManufacturing of renewable energy components along the value c

2、hainsis concentrated in ChinaThe subsidy catch-on race has begunAfrica,blessedby resources,is wooed for partnershipsWhere does Africas solar manufacturing stand?What are the options for Europe to invest andcooperate in solar and elsewhere?Manufacturing renewable energy componentsSolarAfricaPartnerEu

3、ropeSolar:International EnergyAgency(IEA),Special Report on Solar PVGlobal Supply Chains,www.iea.org/reports/solar-pv-global-supply-chains,2022,accessed 26Jul,2023;authors28/02/2024Selection of technology value chainsand productsIndustrystatus quo benchmarkedCritical raw materialsand beneficiationMa

4、ppingof investment environment and barriersSpecial Economic Zones and automotive industryas role modelBusiness cases of start-up and established companies in Africaand abroadCompetitivenessof manufacturinginconclusionRecommendations to enterprises,governments,andthe European Union3ThestudyWhere does

5、 Africas renewable energycomponent manufacturing stand?SolarPV moduleWindTurbineBESSLi-Ion batteriesGreenH2ElectrolyserGridCables Inverters TransformersSolarAfricaPartnerEurope“Nobody wants to be the first,but eventually everybody follows”4Power Solution For All!100MW SolarPV assemblyAuxanoSolar Nig

6、.Limited,Lagos,NigeriaProductPVpanels(100-550 W),alongwith inverters,forinstallation-readysystemsProcessesAssemblyspecialistwith62 employees,full commercialactivities beginsin Jan 2024Business Model Flexible:B2C(informal Nigerian market);B2BUniqueSelling Points(USP)Speed(shorterturn-aroundtimethanim