Opinión | Opinion tes. Será deseable, sin embargo, tener una visión más global y sostenible que prime la calidad de los servicios y los productos, lo cual implica un complejo cambio cultural. Las renovables han supuesto, en muchos casos y de forma similar al inmobiliario, la quiebra del modelo de negocio clásico que aprendimos en la universidad: los beneficios deberían estar ligados al valor añadido que generan o al riesgo que soportan. A lo largo de estos años hemos visto hacer dinero solo por el hecho de tenerlo y/o buenos contactos institucionales, en unas circunstancias de riesgo limitado y de nula creación de riqueza. La reflexión anterior es clave pues la dura emergencia sanitaria va a colocar en sus justos términos la otra emergencia, la climática, pues todo el esfuerzo tendrá que ponerse en recuperar la capacidad productiva y el empleo, de lo contrario la reducción de la demanda va a acelerar el cumplimiento de los objetivos de descarbonización. Este tema adquiere todavía un tono más dramático si pensamos que la creación del tejido industrial debería ser la repuesta lógica a las políticas regulatorias que fomentaron el desarrollo de las renovables, si bien las primas no eran subvenciones, si eran un estímulo económico aportado por todos los consumidores. Lo comento porque las futuras ayudas públicas deben servir para primar la consolidación de los negocios existentes, pero con un perfil de continuidad, además de apoyar a empresas intensivas en mano de obra y activas en este complejo periodo, por ser esenciales para mantener fiable el suministro eléctrico. En el fondo del debate está la globalización y la rapidez con la que se ha transmitido la enfermedad a partir del foco inicial de China (surrealista lo de además comprarles EPIs). Es tarde para analizar las razones por las que este país, y los asiáticos en general, se han convertido en la gran fábrica del mundo, pues si bien es cierto que los productos asiáticos han introducido deflación, al producir a un menor coste, han desmantelado la capacidad productiva de occidente, colocándonos ante una situación sensible ante esta y cualquier otra crisis. No será fácil que la experiencia nos sea útil, pero desde AEMER estamos dispuestos a aportar nuestro granito de arena; se ha visto que el mantenimiento es imprescindible ante cualquier circunstancia y debemos hacer valer la importancia de su calidad y la de toda la cadena de valor asociada (logística, reparación, seguridad, PRL, …), incluso en escenarios de precios de venta de electricidad bajos. Es el momento: ahora o nunca. and operating hours. At times like these, price hedging is evidently good news for producers however, the current situation could arouse interest in using hedging to analyse and renegotiate contractual conditions. Of course the current scenario is not good for maintenance companies.Worse still, there is seemingly no improvement in sight. Months after the pandemic has passed, no-one will remember the effort made by the technicians. Not only due to the difficult conditions in which they have had to undertake their work, but also due to the imbalance between those of us who have been able to do our work remotely. This is because experience has shown us that our memories are short and that we always go back to our old ways: rising, short-term profit. It would be advisable to have a more global and sustainable outlook that rewards quality services and products. But this entails a complex cultural change. In many cases, and in a similar way to real estate, renewables have broken the mould of the classic business model that we learned at university: profit must be linked to the added value generated or to the risk borne. Over the years, we have been able to make money simply by dint of the fact of having it and/or good institutional contacts, in situations of limited risk and zero wealth creation. This last reflection is key, as the harsh health emergency comes at a time of another emergency, the climate emergency, as all efforts will have to be focused on recovering productive capacity and employment. If not, demand reduction will speed up compliance with decarbonisation objectives. This issue becomes even more serious if we consider that the creation of the industrial framework should be the logical response to regulatory policies that foster the development of renewables, even though the feed-in tariffs were not subsidies, but rather an economic stimulus contributed to by every consumer. I mention this because future public funding must first value the consolidation of existing businesses, accompanied by a degree of continuity, in addition to supporting asset- and labour-intensive companies during this complex period, as they are essential for maintaining the stability of the power supply. Behind this debate lies globalisation and the pace at which this disease has been transmitted from the initial hotspot of China (it is surreal to be buying PPE from that country). It is late to analyse the reasons why this country, and Asian territories as a whole, have become the great factory of the world.What is true is that Asian products have produced deflation, given their ability to manufacture at a lower cost, which has dismantled the productive capacity of theWest and left us in a precarious position in the face of this and any other crisis. It will not be easy, but maybe we will learn from this experience. At AEMER we are willing to play our part, no matter how small. We have seen that maintenance is essential in the event of any circumstance and we must defend the importance of its quality as well as the quality of the entire associated value chain (logistics, repair, security, PRL...), even during scenarios of low electricity sales prices. The time has come: now or never. Foto cortesía de | Photo courtesy of: Ingeteam www.futurenergyweb.es 18 FuturEnergy | Marzo/Abril March/April 2020
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