Desde este primer proyecto hasta hoy, las condiciones locales han cambiado. Uno de los principales factores que afecta al mercado es la depreciación del peso mexicano frente al dolar americano, lo que ha reducido el flujo de inversión nacional. Además, la implementación de la Reforma Energética ha generado incertidumbre en ciertos aspectos regulatorios, ralentizando el crecimiento del mercado. Aún más, la actual tarifa eléctrica también representa una barrera para el desarrollo del mercado solar, particularmente en el sector de la generación distribuida. En el lado positivo, finalmente se está viendo un cambio en la mentalidad del sector industrial mexicano, que ya reconoce la energía solar como una opción apta para suministrar energía a sus instalaciones. Con respecto a la irradiación solar, México está en posición privilegiada, ofreciendo uno de los mayores recursos solares del mundo. El hecho de que Alemania continúe invirtiendo en solar una vez que se han suprimido los subsidios, es un indicador de su potencial tecnológico, que puede ser incluso mayor en países como México. Hay confianza en que la industria solar despegará, si bien su adopción rápida dependerá de cómo evolucione el mercado. Segmentos de mercado para Enerray en México Los proyectos sobre tejados de instalaciones comerciales e industriales dominan actualmente el negocio principal de Enerray en México, pero también ofrece plantas solares fotovoltaicas a escala comercial. Cuando finalice 2016, tendrá una potencia solar instalada de 1 GWp, en un total de 12 países, y una cantidad similar en contratos de operación y mantenimiento, para clientes tan importantes como: Ferrari, Max Mara, Enel Green Power, Auchan, SCIC Cucine... En México, parte de la estrategia de la compañía pasa por dirigirse a los productores independientes de energía que desean entrar en Since that first project to date, local conditions have changed considerably. One of the factors affecting the market has been the depreciation of the Mexican peso against the US dollar, which has decreased the amount of national investment inflow. In addition, the implementation of the Energy Reform has brought uncertainty to certain regulatory aspects, slowing market growth. Furthermore, the current electricity tariff also represents a barrier for solar market deployment, particularly in the distributed generation sector. On the positive side, a change of mindset is finally taking place in the Mexican industrial sector, which now recognises solar as a viable option for powering their facilities. Regarding solar irradiation, Mexico is in a privileged position, offering some of the greatest solar resources in the world. The fact that Germany continues to invest in solar after subsidies have been offset is an indicator of the technology’s potential, which can be even greater in countries such as Mexico.We are confident that the Mexican solar industry will eventually take off, but the speed at which it is adopted will depend on how the market evolves. Market segments for Enerray in Mexico Rooftop projects for commercial and industrial facilities currently dominate Enerray’s core business in Mexico, but the company also offers services for utility-scale solar PV plants. By the end of 2016 it will have 1 GWp of total installed solar capacity distributed across 12 countries, as well as an equivalent amount in O&M contracts for prestigious clients including Ferrari, Max Mara, Enel Green Power, Auchan and SCIC Cucine. In Mexico, part of Enerray’s strategy consists of approaching IPPs that are willing to enter the market and offering them its EPC services. In the country’s utility-scale sector, it has not completed any projects despite having the skills and resources required for their successful outcome and almost 100 MWp’s MOU signed with the aim to start construction by December 2016. Enerray is constructing a 254 MWp solar farm in Brazil, the biggest in Latin America, with a further 100 MWp under design. It has also built two solar farms in Jordan with a total capacity of 33 MWp and it will construct two PV plants in Egypt, each with a capacity of over 63 MWp plus a 50 MWwind farm in Zafarana. In the case of companies participating in electricity tenders, its services can help improve the technical aspects of their proposals. In this way, Enerray aims to cover the utility-scale market, complementing the activities it already manages in the distributed generation sector, where it has almost 2 MWp installed. In other countries, the company is working as a developer and investor, as well as analysing the possibility EL MERCADO SOLAR MEXICANO. UNA VISIÓN DESDE DENTRO Enerray estableció una completa estructura local para comercialización, distribución y operaciones técnicas en México en 2014. Para ayudar a su posicionamiento en el mercado, su matriz en Italia decidió invertir 500.000 $ en una instalación sobre el tejado de sus oficinas en Querétaro, lo que representó su primer paso como una compañía EPC en México. Esto le permitió aprender de primera mano los factores que influyen en el desarrollo de proyectos sobre tejado en la región, convirtiéndose en un escaparate de su capacidad para cumplir con las normativas y procesos de licitación locales. THE MEXICAN SOLAR MARKET. AN INSIDE PERSPECTIVE Enerray established a comprehensive local structure for commercialisation, distribution and technical operations in Mexico in 2014. To help consolidate its market presence, its headquarters in Italy decided to invest US$500,000 in a solar rooftop installation for its offices in Queretaro, representing a first step as an EPC company in Mexico. This has given the company in-house experience of all the factors that can impact on rooftop project development in the region, showcasing its ability to handle local regulations and the licensing process. FuturEnergy | Septiembre September 2016 www.futurenergyweb.es 23 Fotovoltaica | PV
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