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Wertpapier: Siemens Gamesa |
Gamesa will install the turbines at a wind farm being developed by TuuliWatti in Salo, in southern Finland. ...
http://www.sunwindenergy.com/news/...-starts-selling-its-5-mw-turbine
Mar 10, 2014 - Spanish wind turbine maker Gamesa (MCE:GAM) said Monday it had finalised the certification process for its G128-5.0 MW Offshore turbine, its first machine designed for wind farms at sea.
The model has just been granted type certification by German-Norwegian specialist DNV GL. The whole process of certifying the product took less than seven months, Gamesa said.
In February, Gamesa said that it had booked a net attributable profit of EUR 45 million (USD 62.4m) in 2013 after losing EUR 659 million a year earlier.
http://renewables.seenews.com/news/...mw-offshore-wind-turbine-408737
Under the agreement, Gamesa will handle the development and construction of the wind farms along with the supply and installation of all the projects’ wind turbines (up to 500 MW), reinforcing its position as the leader in turbine manufacturer and assembly in Mexico.
The projects will be developed under the self-supply regime and under the framework of Open Season II, which is being spearheaded and coordinated by the Mexican Energy Regulatory Commission (the CRE for its acronym in Spanish) and the Federal Electricity Commission (CFE).
This agreement – to which Santander is contributing El Sauzal (200 MW)- positions both companies as the most important investor group in the Mexican wind energy sector. The projects will be developed over the course of the next three years in the state of Oaxaca, one of Mexico’s windiest regions and the area in which almost all of the wind farms in operation and the bulk of the current pipeline are located....
http://www.windkraft-journal.de/2014/03/05/...n-santander-und-gamesa/
Gamesa will supply Companhia de Energias Renováveis with 34 of its G97-2MW turbines for the Assuruá II, V and VII wind farms, with a total capacity of 68MW, in the eastern state of Bahia.
The turbines, which will be made at Gamesa's nearby Camaçari factory, are scheduled for delivery during the second quarter of 2015.
A second contract has been signed with Ventos dos Guarás I Energias Renováveis, a joint venture between Atlantic Energias Renováveis and Casa dos Ventos.
Gamesa will deliver 15 G97-2MW turbines to Ventos dos Guarás I wind farm, also in Bahia. The turbines will be delivered in the third quarter of next year.
Commissioning of both of projects is expected in December 2015. Gamesa will also provide operations and maintenance services on both wind farms for a period of 15 years.
With these new contracts, Gamesa has now received orders for the supply of turbines with a capacity if 1.4GW in Brazil.
08.03.2014 - 12:00 Uhr von Jochen Kauper - Redakteur
Wenig Beachtung unter den Anlegern findet das Papier der spanischen Gamesa. Dabei ist die Firma deutlich besser aufgestellt als zum Beispiel Vestas. Die Spanier sind in den zukünftigen Wachstumsmärkten gut positioniert. In Lateinamerika hat Gamesa in den ersten drei Quartalen 2013 über die Hälfte der Windräder verkauft. Zudem hat Vorstand den Marktanteil in Indien weiter ausgebaut. Daneben betreibt Gamesa (WKN A0B5Z8) sogar eigene Windparks. Ziel ist es mit dem margenstarken und von Kontinuität geprägten Geschäft die Schwankungen beim Verkauf der Windturbinen auszugleichen. Auch aus charttechnischer Sicht hinterlässt das Papier einen starken Eindruck.
The development known as R del Sur is in Uruguay’s southern Maldonado department and features 2MW hardware from the Spanish supplier.
The array lies on Sierra de los Caracoles, the ridge where Uruguay’s state utility also operates the 20MW Emanuele Cambilargiu wind facility.
Grid connection tests have been carried out and first power is expected this quarter, UTE said.
The utility recently passed new connection regulations to ensure the timely start-up of wind farms. A one-week delay to commercial operations at a 50MW scheme can cost UTE $280,000, the company said.
R del Sur is the first of several utility-scale developments across Uruguay that will result in some 500 turbines springing up over the next two years.
http://renews.biz/62972/gamesa-tuning-up-in-uruguay/
Summary
Gamesa's turnaround strategy is paying off in better margins, lower debt, and better capital efficiency.
Order growth in 2013 covers more than half of management's guidance for 2014.
A joint venture with Areva could allow the company to become a player in offshore turbines.
... the company continues to execute on its turnaround plan. That plan has led to high single-digit order growth for 2013 and a return to double-digit growth in the fourth quarter, and the stock has continued to recover with the shares up about 250% over the past year and another 60% since September....
What has happened, though, is that the company has stuck to its plans to rationalize its product development (consolidating around a smaller number of shared designs), take costs out of the manufacturing process, and get smarter about it capital demands.
It was encouraging to see the company show improved results for the fourth quarter of 2013. Sales were lower than expected in the fourth quarter (though still up 14%), but the company did exceed its EBIT margin guidance for the full year (5.5% versus the high end of its range) and the fourth quarter. The company also lowered its working capital more than expected and the net debt position shrank more than expected.
...Gamesa certainly owes some of its decline in overall market share to its shrinking Chinese and U.S. businesses, as the company has slipped to the sixth-largest turbine company by recent installations (though it remains third in total installed base, behind Vestas and GE). Some of the decline can also be attributed to the company no longer building and operating wind farms (Gamesa Energia), as these installations accounted for about 15% of volume from 2008 to 2012.
In the place of those declines, Gamesa has been picking up business in Latin America and India. Latin America has grown to nearly 50% of volume, and Gamesa is a share leader in Brazil due in no small part to its local manufacturing presence. The same is true in India, which has doubled as a percentage of the company's volume over the last few years.
With this migration, Gamesa finds itself dealing more with IPPs instead of public utilities. That does create some concerns for me with the stability of the business, and IPPs have seen difficulties in accessing credit/liquidity in the past. Likewise, the state of many Latin American economies has not been so wonderful of late and that slowdown is a risk factor. That said, the company just announced (March 4, 2014), a joint venture with Santander to develop 500MW of wind farms in Oaxaca, Mexico.
........Discounting those cash flows back, I believe Gamesa is worth around $2.40 per ADR today. There is definitely scope for the company to outperform my revenue expectations if the offshore JV is a success and/or if the company can regain more of its global market share than I presently expect. Though Gamesa isn't as cheap as it once was, it still looks priced to outperform the market by a worthwhile degree.
http://seekingalpha.com/article/...ontinues-to-run-on-its-second-wind
Morocco has issued the long-awaited tender for 850MW spread across five sites as it seeks to attract private-sector investment, achieve its target of 2GW of wind energy online by 2020 and kick-start an industrial sector.
The country currently has 495MW turning, 450MW under construction and more than 500MW under development. With the exception of South Africa, it is possibly the number one emerging market on the continent.
The tender, issued by state utility ONEE, is for the development, financing, construction, operation and maintenance of the facilities under a build, own, operate and transfer (BOOT) contract. ONEE will buy the output for 20 years.
The five sites are located at Tangier (100MW), Essaouira (200MW), Midelt (150MW), Tiskrad (300MW) and Boujdour (100MW). The last two lie within the disputed Western Sahara. The tender also includes an option to supply and maintain turbines for the planned 200MW extension of the Koudia Al Baida wind farm near Tangier.
For the first time in Morocco, bidders must include some element of local manufacture. The most likely components are blades, towers, gears and classical generators, Zejli believes. "Most of the value chain can be built in Morocco," he adds. So far only towers are made locally, with Delattre Levivier Maroc (DLM) able to produce up to 300 towers a year at its new facility near Casablanca.
Also for the first time, the plant will be built under a public-private partnership with ONEE, the Energy Investment Company (SIE) and the Hassan II Fund for Economic & Social Development, all state owned. They will jointly hold a 35% in each of the five project companies.
ONEE, which estimates the total investment at EUR 1.24 billion, said it has already raised EUR385 million and $31 million in concessional finance. The European Investment Bank, KfW and the European Union's Neighbourhood Investment Facility have agreed EUR 200 million, EUR130 million and EUR 15 million respectively for the facilities at Tangier, Essaouira and Midelt. The African Development Bank is also providing EUR40 million towards Tangier, alongside $31 million from the Clean Technology Fund.
Five entities have been invited to bid following a pre-qualification round: Gamesa with ACWA Power of Saudi Arabia; Acciona with Morocco's Al Ajial Funds; Vestas with GDF Suez Energy International; Siemens with Enel Green Power, Morocco's Nareva and Taqa of the United Arab Emirates; and Alstom with EDF Energies Nouvelles and Mitsui. GE also qualified though subsequently dropped out
The LE is based on Gamesa's real-life experience servicing more than 20GW of installed capacity worldwide. Other keys are a full plant audit, together with computer modelling and turbine condition monitoring to predict corrosions, wear and tear, fatigue and failures.So far, life extension — as yet without full guarantees — is already available for Gamesa's 660kW machine. The company is also preparing an LE product for its 850kW and 2MW models.
Wind financers bank on a 20-year useful turbine life. Squeezing out an additonal five to ten years was once considered a bonus. But life extension is now essential for many Spanish companies to avoid negative results,....
http://www.windpowermonthly.com/article/1286381/...-looks-beyond-cuts
Gamesa, a global technology leader in wind energy, has secured type certification for its first offshore wind turbine, the G128-5.0 MW Offshore, from DNV-GL, an accredited independent body.
This completes the process of certifying the company’s first offshore product in less than seven months, and constitutes an endorsement for the platform’s technology that, in turn, bolsters the marketing and industrialization processes.
The G128-5.0 MW wind turbine prototype, the first offshore model in the 5.0 MW platform, has a rotor diameter of 128m and a total height of 154m. The turbine is notably lightweight, which reduces the cost of related wind farm civil engineering work. The G128-5.0 MW Offshore is capable of generating enough power to supply about 5,000 households a year. Since it began to generate electricity in the summer of 2013, the prototype has injected more than 6,000 MWh into the grid......
Delivery of the turbines is expected in July, with commissioning due to take place before the end of the year. The contract only covers installation and commissioning.
Shangdong has proved one of the best markets in China for Gamesa, with the company having installed 206MW in the region to date. In China as a whole, the manufacturer has installed 3.5GW.
Gamesa has previously done business with CGN (previously Guangdong Nuclear), which is a subsidiary of General Nuclear Group. Since 2009, the two parties have signed contracts for the supply of 106MW.
http://www.windpowermonthly.com/article/1287238/...mw-chinese-project
But "no single project" has caused the cuts, a company spokeswoman told Windpower Monthly, rebutting Spanish press reports that Russia's annexation of the Crimea was directly to blame.
Rather, the measure responds to "a drop in demand in general", she said. While turbine negotiations for the now postponed Ukraine project were "at an advanced stage" prior to the Russian occupation, there was "no firm order".
The Ukranian project is reportedly rated at 36MW, although Gamesa declined to confirm that or identify the developer.
Of the 248 staff at the Spanish manufacturer's facility in Cantabria—where it makes generators and other electrical equipment for wind turbines—188 will be temporarily laid off and reemployed, on a rotation basis, at a rate of 22 jobs a month until March 2015.This follows Gamesa's 2012 decision to axe 1800 jobs globally. .http://www.windpowermonthly.com/article/1287203/...a-spanish-cutbacks
But the lone bright spot in the power pipeline is about to flicker out as well. The last ...Gamesa wind farm was completed about six years ago and on Monday the Spain-based company will usher out the last of the employees of the fiber blade plant, closing the doors for a final time.
When the decision was announced in late January, it came as little surprise to many. The employment numbers had dropped from about 250 workers six years ago to less than a quarter of that. Figures provided by Gamesa late last week are that 62 people will be out of work on Monday...
Read more: http://www.post-gazette.com/powersource/...201403300236#ixzz2xWg0IJ1p
The end of the assembly process triggers the start of the process of certifying the new turbine, slated for completion during the last quarter of this year; type certification endorses the platform's industrialisation and marketing.
The task of assembling the G128-5.0 MW was facilitated by the use of the latest turbine design and manufacturing technology, having overcome the logistics challenge implied by having to ship the parts from the various places in Spain where they were made: the nacelle and hub from Tauste (Zaragoza); the powertrain from Lerma (Burgos); the generator from Reinosa (Cantabria) and the converters from Coslada (Madrid)....
http://www.metal-supply.com/article/view/126779/...f=rss#.UzkjzVfsyuo
Der Durchmesser beträgt 128m,die Höhe 184 m .Es handelt sich um Windmühlen für hohe Kälte
http://www.compositesworld.com/news/...onshore-wind-turbine-prototype
Brazil - which MAKE says is the most mature and established market in the region - will install 43% of all new wind power capacity expected for the region through 2023. In the near term, the research firm foresees commissioning bubbles in both Brazil and Uruguay pushing new capacity in excess of 5 GW in both 2014 and 2015. The report says medium-term growth is also promising, as the Brazilian market has already contracted a strong portfolio of wind power projects at auctions through 2018. Momentum at national power auctions is likely to be sustained.
Chile, meanwhile, nearly doubled its installed wind power base with the commissioning of 187 MW in 2013, and several utility-scale projects are scheduled to be connected this year - building upon the momentum growing in the market.
..........
http://www.nawindpower.com/e107_plugins/content/....php?content.12790
The company will install ten G97-2.0 MW wind turbines at the Myslino wind farm being built in commune Gościno.
Gamesa in Poland operates in both wind turbine delivery, installation and operation and maintenance services and wind farm development and sales.
The company has installed a total of 625.4 MW in this market since it won its first contract in 2006. In its capacity as developer, it has developed, built and commissioned over 218 MW and currently has a pipeline of 467 MW at varying stages of development.
http://www.gamesacorp.com/en/communication/news/...=0&fechaHasta=
Prior to the deal, APUC owned a 60% controlling interest in the projects, which were initially acquired through a newly formed partnership whose original members included APCo, Gamesa and certain tax equity investors. In December 2013, APUC announced its agreement to purchase the remaining 40% interest.
von Gamesa The 400 MW wind portfolio consists of three facilities: the 200 MW Minonk wind farm in Illinois, 150 MW Senate wind farm in Texas and 50 MW Sandy Ridge wind farm in Pennsylvania.
APUC has been the majority owner and manager of the projects since commercial operation was achieved in 2012; therefore, the company says it expects no additional ongoing management or administrative costs. Gamesa will continue to provide operations, warranty and maintenance services for the wind turbines and balance-of-plant facilities under 20-year contracts.
https://ca.finance.yahoo.com/news/...es-corp-announces-233300006.html
Brazil has become one of the biggest markets for Gamesa in the past couple of years. Where are things going there in the future? About 70% of Brazil"s energy mix is hydro, and wind started off as a complementary energy source three to four years ago. But with the lack of rain in the past few years, levels in hydro reservoirs have gone down. And big hydro projects have slowed down because of environmental challenges. The auction system has given wind much more visibility than before......
vielleicht kommt ja jemand an den Rest ran
Gamesa is also working with Finnish company VTT to develop another ice prevention product for its 5MW platform that can work in sub-zero temperatures.
The Bladeshield solution contains material that utilises nanotechnology and is applied by mixing it with the blade's paint. In addition to preventing ice formation, Gamesa said it can also boost the paint's resistance to erosion.
It is currently available both as an option on Gamesa turbines, and to other manufacturers depending on the paint they wish to use.
"We have tested its use with de-icing devices and found that the combination with our anti-icing solution reduces energy consumption," the company said. "However, we cannot provide data about the minimum temperature where the solution is able to work alone. It is something that we expect to test and verify this year.".....
http://www.windpowermonthly.com/article/1288374/...-de-icing-solution
.2013-2014 wurden 425MW verkauft
April 10, 2014:
Last year, one-fifth of Gamesa Corporación Tecnológica revenues came from India, almost twice as much as in the previous year. Gamesa Corp achieved turnover of Euro 2.33 billion in 2013, compared with Euro 2.66 billion in the previous year, but India’s contribution rose from 12 per cent to 22 per cent.
“And this will increase,” says Ramesh Kymal, Chairman and Managing Director of Gamesa India — confidently, with 203 MW of wind turbines only a couple of screw turns away from commissioning and orders worth another 600 MW on hand, to be executed in 2014. In the financial year 2013-14, Gamesa India topped the list of wind turbine manufacturers, with sales of 425 MW.
The company has developed a strong “megawatt pipeline”, which refers to readiness to execute orders after completing all the preparatory work such as acquiring land and securing approvals. “We are the darling of the IPPs”, said Kymal today, at a press conference to note the company’s completion of 1,000 MW of capacity in India, which it has done in four years of inception. IPPs, or Independent Power Producers are companies that are in the business of generating and selling electricity to distribution companies.
Since it set up shop in India in 2009, Gamesa has invested Rs 1,500 crore in factories that produce turbines, towers and blades. .....
http://www.thehindubusinessline.com/companies/...a/article5896957.ece