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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

Vestas vinder ny US ordre. (ikke offentliggjort endnu)


36418 troldmanden 24/11 2010 15:09
Oversigt

I går var der snak bla her på ProInvestor om en ny mulig ordre til Vestas på ca 150MW.

Men det skulle altså være god nok. I hvert fald 99MW af projektet er 1,8MW møller fra Vestas og forventes at være i drift medio 2011. Så der bør MEGET snart komme en officiel meddelelse hvis de skal nå det. Se mere her

http://www.windpowermonthly.com/news/1042739/Horizon-given-approval-150MW-Ohio-project/

I øvrigt lidt sikdt af undertegnede jeg ikke fik kigget nærmere på de artikler hvor projektete blev nævnt i går. For der står direkte det er Horizon Wind Energy der er developeren. Og det selskab er et datterselskab af EPDR som vestas tidligere i år indgik en 1500MW ramme aftale med. Siden hen har de så også indgået en aftale med GE. Og dermed kan vi i min optiuk godt udelukke Acciona som var den 3. leverandør der var nævnt.

Spørgsmålet er nu om resten også bliver Vestas eller GE også skal have noget af deres ramme aftale opfyldt. Det skal de jo nok....

Vh
T.



24/11 2010 18:03 newbie 436429



Ang.den lille indiske ordre idag, så står der i engelske medier mere detajlerede end de negative danske. Her bider jeg især mærke i:

1: [vestas] are delighted that Vestas has been chosen as technology partner in this and future projects. (ALTSÅ OGSÅ VALGT SOM PARTNER I FREMTIDIGE PROJEKTER)

2: The Orient Green Power currently operates 152.6 MW in wind and is planning to add another 300 MW in wind in 2011. This 33 MW wind farm in Tamil Nadu is Orient’s first project with Vestas. [DE FREMTIDIGE PROJEKTER ER PÅ YDELIGERE 300MW OG SAMARBEJDSPARTNEREN ER NY FOR VESTAS)




Nyheden på engelsk


Vestas has received an order for 20 units of the V82-1.65 MW wind turbine for the Vellappaneri Wind Farm project in the state of Tamil Nadu, India.
The contract comprises supply and commissioning of the turbines, a VestasOnline® Business SCADA system as well as a 10 year service and maintenance agreement. Delivery is scheduled to start during the fourth quarter of 2010, and the project will be completed during the second quarter of 2011.

The order has been placed by Beta Wind Farm Pvt. Ltd, which is a 100 per cent subsidiary of Orient Green Power Company Limited (OGPL). The Orient Green Power currently operates 152.6 MW in wind and is planning to add another 300 MW in wind in 2011. This 33 MW wind farm in Tamil Nadu is Orient’s first project with Vestas.

“We are very excited to be the chosen as wind turbine supplier to Orient Green Power. The Vestas V82 platform is a tested and proven solution for the moderate wind regime in Tamil Nadu and our project execution track record and capability are second to none. We would also like to acknowledge the progressive steps Orient Green Power is taking with their own wind farm development in India and are delighted that Vestas has been chosen as technology partner in this and future projects,“ says Sean Sutton, President of Vestas Asia Pacific.

Vestas has been active in India for more than 10 years, and as per 30 June 2010, Vestas had installed more than 2,300 MW of wind power in India. The first V82-1.65 MW wind turbines were installed in Kongalnagaram, Coimbatore in 2004. Since then, Vestas has installed around 500 V82-1.65 MW turbines in India.

“We are pleased to receive this order from Orient Green Power and we look forward to a long and valued relationship. As a first time customer they have shown their confidence with the business certainty that we offer through our turbines and technology,” adds Managing Director of Vestas India, Denis Koh.

“OGPL is continuously strengthening its position as a key player in green energy generation which we believe is of sustained significance in the future. We are very pleased to partner with Vestas for our 33 MW Tamil Nadu wind farm project. This wind farm would take OGPL a step closer to its target capacity of 350 MW, expected to be achieved by March 2011. Given the track record of Vestas, we look forward to the successful completion of this project within the prescribed timelines,” comments Mr T Shivaraman, Vice Chairman and Executive Director of Orient Green Power Company Limited.


Kilde: http://www.einpresswire.com/article/242530-vestas-receives-33-mw-order-in-india




Kigger man på Orient green powers hjemmeside står der:

We are the largest independent operator and developer of renewable energy power plants in India based on aggregate installed capacity. Currently our portfolio includes biomass, biogas, wind energy and small hydroelectric projects at various stages of development. As of March 31, 2010, our total portfolio of operating projects included 193.1 MW of aggregate installed capacity, which comprised 152.6 MW of wind energy projects and 40.5 MW of biomass projects. Our portfolio of committed and development projects included approximately 815.5 MW of prospective capacity, which comprised an estimated 622.0 MW of wind energy projects, 178.5 MW of biomass projects and a 15.0 MW small hydroelectric project.

Kilde: http://www.orientgreenpower.com/business-overview.asp

Så mon ikke det er helt godt for Vestas



24/11 2010 18:11 troldmanden 036431



Godt spottet

Bestemt godt hvis Vestas kan få en ny kunde der er klar til at aftage flere møller.

2 ting vi dog skal være opmærksomme på.

1) vi ved ikke om det er Vestas der skal levere møller til alle de 300MW.

2) Indien rangere stort set på linje med Kina hvad angår prisen per mw. Det er derfor vigtigt ikke blot at bruge de "nøgne" antal mw som rette snor for omsætning og indtjening. Vi taler typisk priser i omegnene af 30% billigere end når møllerne er produceret her i vesten




25/11 2010 09:30 PCknuden 036448



Det er sgu godt set.

Det understreger blot at der i DK er en noget enøjet mediedækning af Vestas.

Man kan godt finde de negative detaljer, men der r ikke avissalg i de positive pt.



25/11 2010 11:55 Insolvens 036454



Ja. Det er godt set. Og interessant.

Selvfølgelig har troldmanden ret i, at priserne i Indien ikke er priserne i Europa. På den anden side tæller dog efter min opfattelse, at der er knyttet en ti-årig serviceaftale til. Det ville da være fint med flere ordrer fra den nye kunde, som også gerne må indeholde sådanne lidt længere serviceaftaler.

Mvh.

Insolvens



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