The Remote DG Strategy Report aims to demonstrate the principal project indicators and identify key success factors, looking at various elements of the value chain and possibilities for leasing business models for solar PV projects, focusing above all on the model known as ‘energy through subscription’.
To achieve this, we count on the collaboration of the principal DG solar asset structuring companies, which dedicated some of their time to respond to our survey; also on all other related companies which share detailed industry information and many hours of conversation with our team; and also on our sponsors, which make the execution and publication of this work possible.
This version is a summary of the Study. Check the Full Version using the form on the side.Strategic Report - Remote DG - 2022 - Versão Resumida
Check out some of the study’s highlights:
- 2.3 GW of remote DG PV capacity is in operation and/or under construction, a sharp increase compared to the 0.4 GW recorded in 2020.
- Significant progress in Shared Generation to meet volume requirements of the energy by subscription business model, which is in high demand – especially among consumers in the retail and services segment.
- Future demand for the remote DG model should accelerate, requiring the construction of at least 3.8 GW of solar PV plants before 2024, meaning investments of more than R$15 billion are needed in the next 2 years.
- We are seeing the development of new, specialized business models to be part of the Shared Generation supply chain, such as managers responsible for the capturing of and ongoing relationship with energy consumers.
- Despite the price reduction of energy for the end consumer because of the Complementary Law (LC) 194 which reduced ICMS / VAT, investments in Distributed Generation have generally continued to be financially attractive.