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Wywiad z prezesem RWE Polska Filipem Thonem


Wywiad z prezesem RWE Polska Filipem Thonem

23 października 2014
Wywiad z prezesem RWE Polska Filipem Thonem

Planujemy rozwój sprzedaży i budowę farm wiatrowych. Chcemy wejść ?w segment produktów dla najmniejszych producentów energii ?– deklaruje Filip Thon, prezes RWE Polska.

Przeprowadzona przez RWE analiza polskiego rynku energetycznego wskazuje na spory potencjał dla rozwoju mikroźródeł wytwarzających energię ze słońca. Do 2030 r. mogą one produkować 12 TWh energii. Jaką częścią tego rynku jesteście zainteresowani?
W segmencie prosumenckim grupa RWE upatruje możliwości rozwoju na europejskich rynkach, w tym również w Polsce. Myślimy nie tylko o instalacji samych paneli fotowoltaicznych, ale także kompleksowych systemach pozwalających na zarządzanie, monitorowanie i magazynowanie energii. Dodatkowo o usługach ułatwiających podejmowanie decyzji o zużyciu, odsprzedaży energii do sieci lub innym klientom, którzy jej w danym momencie potrzebują. Dzisiaj trudno nam określić jaki udział na tym rynku chcielibyśmy zdobyć, ale zdecydowanie jest to ważny dla nas cel i chcemy być na nim jednym z liderów. Będziemy obserwowali jak polski rynek będzie się rozwijał w kolejnych latach i w jakim tempie. Wykorzystując doświadczenia RWE z innych krajów, gdzie trend prosumencki stał się znaczący, np. w Niemczech jest ponad milion mikroźródeł – przygotowujemy prototypy produktów, które będą z jednej strony interesujące dla klientów i zyskowne dla nas.

Wejście w ten segment będzie oznaczało dla RWE dążenie do równoważenia swojego biznesu w Polsce. Dotąd opierał się on na dystrybucji i sprzedaży. Dzięki wejściu na rynek prosumencki zapewnicie sobie także część przychodów z wytwarzania. Jak ma wyglądać ta struktura przychodów na naszym rynku w perspektywie 5 lat?
Dzisiaj nasze przychody pochodzą ze sprzedaży energii, a także z działalności regulowanej, czyli dystrybucji. Ważnym biznesem jest także produkcja energii przez nasze farmy wiatrowe.Za pięć lat te biznesy nadal będą zdecydowanie dominować w strukturze zysków. Dojdą jednak nowe znaczące źródła jak sprzedaż gazu, którą właśnie rozpoczynamy, a także inteligentne, kompleksowe produkty dla prosumentów z sektora firm i gospodarstw domowych. Z czasem ten segment ma generować coraz większe zyski. Jednak na tym etapie nie chcę zdradzać naszych oczekiwań odnośnie wpływu na strukturę wyników.

Na czym będzie polegać strategia biznesowa RWE w segmencie instalacji dla małych producentów?
Kompleksowe rozwiązania, które chcemy proponować wymagają współpracy z partnerami. Nie chodzi bowiem o to, by energetyczna firma miała wziąć się za produkcję ogniw fotowoltaicznych czy za ich instalowanie na dachach lub pisaniem oprogramowania. Obecnie pracujemy nad modelem i rozważamy wiele alternatyw. Pod uwagę brane są zarówno rozwiązania polegające na dzierżawieniu dachów jak również na oddawaniu instalacji w leasing.Mamy już pierwszego klienta – renomowaną firmę z branży motoryzacyjnej, na dachu jej siedziby w Warszawie zamontowano pierwsze ogniwa fotowoltaiczne. Po kilku latach ta instalacja zostanie w całości spłacona przez inwestora i stanie się jego własnością.

Testy mają na celu komercjalizację takich produktów. Kiedy to nastąpi?
Jestem przekonany, że w ciągu 2-3 lat będziemy mogli zaoferować produkt wielu segmentom klientów.

Rozwijacie też duże źródła OZE. Wasza strategia zakłada posiadanie farm wiatrowych o łącznej mocy 300 MW do 2015 r. W jakim miejscu jesteście z jej realizacją i jakie projekty będziecie realizować w najbliższym czasie?
Polska ze swoim potencjałem jest dla nas strategicznym rynkiem. Obecnie jesteśmy trzecim co do wielkości właścicielem farm wiatrowych w Polsce. Posiadamy instalacje o mocy 197 MW, w które zainwestowaliśmy 400 mln euro. Trwają też przygotowania do realizacji kolejnych farm. Niestety, ze względu na przedłużające się prace nad nową ustawą OZE i związaną z tym niepewność, byliśmy zmuszeni opóźnić proces przygotowania do realizacji następnych farm. Obecnie pracujemy nad ich realizacją, Będziemy to robić krok po kroku sami lub z partnerami, by rozłożyć ryzyko w projektach mniej przewidywalnych.

Zobacz cały wywiad: Wywiad z Prezesem RWE – RP