Value Chain Activity: Concentrated Solar ThermalDue to the size and complexity of concentrated solar thermal plants, many of the components are built on-site. While there are a number of manufacturers of components such as collectors, mirrors and heat transfer fluid, the heart of the industry beats in the system integration activity where the facilities are constructed. And it is the turnkey solution providers that promote certain technologies and indeed design them. Strategic PartnershipsSome technology integrators maintain strategic partnerships with
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Strategic PositionsThere are four main technologies in different stages of maturity. Parabolic troughs have been developed in SEGS (in California) since the 1980s, and most of the installed capacity is of that technology. There are still newcomers in this segment (e.g. SkyFuel), but the main crux of the technology is proven. The second most mature technology is the use of a central receiver (power tower), which has already a commercial production in Spain with Abengoa Solar. The other technologies, Linear Fresnel and Dish Engine are much more recent with installed capacity well under 10MW. The challenge for those new technologies is not just to have a good technology, but to accelerate the learning curve to ramp up production to sizeable levels. Signs are encouraging, at least for the central receiver technology with huge investments by Masdar (into Torresol) for instance. |