为性能而连线：解锁数字主导的可再生能源卓越运维Wired for performance--unlocking digital-led OandM excellence in renewable energy-PDF.docxVIP

Wiredforperformance:unlockingdigital-led

OMexcellenceinrenewableenergy

Forward-thinkingcompanies

areinvestingsignificanttimeandmoneyinimprovingtheoperatingperformanceoftheirassets.Inanindustrymarkedbytightmargins,thequestioniswillyouleadthe

chargeorbeleftbehind?

Thefutureofenergywillbedefinedbythecontinuedexpansionofrenewableenergyassets,butoperationsandmaintenance(OM)practicesthatareenabled

bycutting-edgeAIandmachinelearning(ML)

techniquescanmakeorbreaktheprofitabilityof

theseassets.Withtheindustry’srapidexpansion,

manycompaniesarefocusingonfasterprojectswithlowerupfrontcosts.Meanwhile,theyareoperating

theirassetswithsuboptimalpracticesandnot

buildingintherightmeasurestoextractthemost

valuefromthoseassets.Theresult?Areductionof2to3percentininternalrateofreturn(IRR)—which

equatesto$4millionto$6millioninannualEBITDAforeveryGWofoperatingasset.1

Inanindustrywheremarginsaretightening,

achievingOMexcellenceisn’tjustanadvantage—it’sanecessityforprofitablegrowth.

Renewableenergyplayersareleavingmillionson

thetable

Wearewitnessingthemassiveglobalgrowthof

renewables,drivenbysupportivepolicies,favorableeconomics,andagrowingpushforsustainability.

Overthenextfivetosixyears,theworldisexpectedtoaddmorethan5,500GWofrenewableenergy.2

Amidarapidincreaseindemand,majordevelopers

arescalinguptheirrenewableportfolios,investing

billionsofdollars.Thereissignificantvalueatrisk.

UsingKearney’svaluecreationframework,wecan

estimatethefinancialimpactofnotachievingthe

targetscaleandthetargetIRR(seefigure1).ForeveryGWofcapacity,theopportunitylossofnotreachingthetargetscalecanbe$40million,alongwith

$12millionto$15millionforaninabilitytoachievethetargetIRR.

Figure1

Kearney’svaluecreationframeworkcanhelppinpoint