rock ‘n’ roli

Advantages – Concentrated Solar Thermal (CSP)

Posted by: rocknroli on: July 8, 2009

I attended the CSP Today conference last week in San Francisco. A well attended event with many industry gurus sharing their views about the state of CSP in US.

It seems to me that there are three main advantages that are often touted for CSP (over Photovoltaic let’s say…) – Storage, cost and predictability of output. Besides predictability, the other two seem to be subjective.

Storage
This is the only solar technology that allows for storage naturally. Since the solar radiation is indirectly converted to electricity, there is an opportunity to store the collected heat in molten salts, before converting the heat to electricity.

The cost of setting up the molten salt system is exorbitant. The financial viability of the storage option depends on the incentives. In Spain, the power companies are incentivized based on the total energy output (MWh) into the grid. So they try to maximize the energy produced and having storage allows for higher energy / capacity factors – thus more revenue. Also the feed-in-tariff is enough to justify the extension of the salt system.

In US the companies are incentivized for the installed capacity (MW) through the investment tax credits. The credit is independent of the total energy production. So in US, the additional investment in the storage technology is not financially viable currently. The scarcity of projects demonstrating the molten salt technology also leads to more risk, leading to financing hurdles. The whole industry is waiting to see Solana (280MW, 6 hours of storage) project in Arizona get financed and built to lead the pack.

Cost
The common understanding is CSP is cheaper than PV due to the use of off-the-shelf, commodity components like mirrors, turbine, etc. It also was known to have higher efficiencies in solar to electricity conversion (~15%).

Due to the global oversupply in PV panels and reduced demand due to the financial crisis, the prices of the panels have drastically reduced. On the efficiency front, the PV at 15-20% efficiency is typical now, further adding the cost parity. The result is that PV is now at parity or close to parity with CSP. One western region utility claimed that they pay 0.16 c/Kwh for CSP and 0.14 c/Kwh for PV. This difference was attributed to the timing of the PPAs, generally the difference is not significant anymore.

Predictability
The ability to provide “firm power” is a clear advantage of CSP at this time. Due to the output being provided by a steam turbine (and not directly from the field) and a ~2 hour built-in buffer in the trough technology, small variations in the in insolation do not affect the turbine output – like a passing cloud. PV on the other hand can have a very sporadic output profile. The firmness of power is highly valued by the utilities. No other solar technology existing has this benefit. This benefit is unique and is valuable, and I believe would be discussed more in months to come.

Tags: ,

MJ…..continued…

Posted by: rocknroli on: June 28, 2009

….still can’t get enough of him

…. still mourning perhaps the biggest musical loss of my generation

…. am sad about not having heard any of his songs for last many years….until this week

….worried about mortality, pain, success and when they all get muddled up

…. loneliness

….happy to see he still had so many fans, and that they are vocal now

….surprised (and somewhat embarrassed) at my own emotions

… feeling that he might have redeemed himself with all this out pour of love

…. perhaps economically he is better off now, with the surge in his music’s demand…good for his children

….and after a whole lot of feelings, it seems to always end up with a sense of loss

Never Say Goodbye, MJ

Posted by: rocknroli on: June 26, 2009

It’s been more than a day since the world received the fateful news. I am still in shock. Have not stopped thinking or reading about it, and the sadness is still persisting.

My first introduction to western (non-Hindi) music was through “Bad” – which I borrowed from my chhote-mama over a summer vacation and played back-2-back countless times. To this day, I like it more than Thriller. The only poster that I ever put up in my room before leaving for college was his. It was a life-size poster which fully covered the wall of our studio type living arrangement – and for which I got an scolding ‘cos it was pretty expensive. I tried my best to convince my parents to let me go for the 1996 Bombay concert – even telling them that it was probably my only chance to see him. In retrospect I should have just sneaked away anyway.

I used to hope that all MTV videos have the imagery like in his videos- remember the time, heal the world, black-or-white… I always thought he had an amazing range of rhythms, tempos, moods in his song – something that I appreciate more now, when many popular artists struggle with not sounding like their previous album or their previous song.

I was looking forward to his return in London so that he can redeem himself somewhat… and secretly hoping to see a smashing performance one day. Such is life…

He was a consummate entertainer. He is irreplaceable and I don’t think I’ll see an artist like him in my lifetime. For me, it’s like a piece of my childhood is gone.

RIP Michael Jackson.

Magnificent Valley

Posted by: rocknroli on: June 25, 2009

Thanks and for full-size image, click here.

Angelina Jolie and Michelle Obama on VSee

Posted by: rocknroli on: June 17, 2009

VSee (a desktop videoconferencing solution that Hrishi’s company makes) is supporting UN’s World Refugee Day.

Angelina Jolie and Michelle Obama are going to use VSee to talk to refugees in Chad (Darfur) and Pakistan, on Sat June 20. VSee will be relaying the feed on http://wrd.vsee.com – you can ask questions to the refugees directly.

This event aims to raise awareness and an opportunity for fund-raising. Please spread the word around so the refugees get as much support as possible.

3 Tips for Switching to Clean Energy

Posted by: rocknroli on: June 13, 2009

I wanted to share a few things that helped me in my search to switch to clean energy. Broadly, I’ll consider them three twists to well-known strategies.

1) Long-term focused networking: I attended events, conferences and talks pretty regularly in the last couple of years. These days I am running into the same people on multiple occasions. This is likely to happen in any city – since the sector is in its toddler stage and the number of people involved from an area is finite. Somehow “networking” gives the perception of maximizing the number of contacts and cards exchanged per event. This did not work for me, since in a 45-min “networking session”, I could often only muster up 4-5 conversations. And if at the end, I had 5 new cards that meant, 5 more follow-ups with bleak prospects. So I started speaking to the same old-faces that I was seeing and might have already met in the past. Meeting them over and over again, and getting an update from them – firstly, made them better contacts (even friends) over time. Secondly, the information exchange was free flowing. So if they were able to work-up an opportunity, they would be willing to share it with you more readily.

2) Volunteering: can’t say enough good things about this strategy. It prepares you in so many ways – expertise, networking, feeling good about devoting your time, credibility…..and perhaps many more. These days there are numerous opportunities to volunteer for clean-tech related events. I would also suggest to not optimize too much on the perfect event, technology or location- just go out and spend some hours volunteering for any clean-tech opportunity you get. If you are in the Bay Area, you could check out non-profit solar installation orgs or business plan competitions or numerous conferences and symposiums. A short starter list:
a) Grid Alternatives
b) Clean Tech Open Business Plan Competition
c) Berkeley Stanford Speaker Series or other Univ. of California clubs like BERC. Thee university events do not restrict volunteers to a university affiliation very strictly.

3) Building your knowledge: Nothing speaks better than true knowledge that prospective employers hear in an interview. I have had the opportunity to work on many projects while at Haas, to build knowledge (even if theoretical) on many clean-tech business aspects – solar PV, solar-chemical storage technology, natural ingredient supply chain, energy regulations as well as business plans, pricing, licensing and others. In my recent interviews I mostly talked as much about these projects in the last 2 years as my professional life before that.
As a student there are many structured ways to build this knowledge, but even if you are outside (non-student) – helping a student team with their business plan, reading, blogging, etc would be equally good. If you can take a course in this field, that would give you immense credibility boost and perhaps some good contacts. Many solar PV companies themselves are providing training sessions or webinars, which would be good to subscribe to. I mentioned attending conferences already. Subscribe to energy related groups and mailing lists in your area or even outside.

Another thing I have noticed is that clean-tech companies and start-ups are seeking part-time people (due to budget constraints, lack of perfectly fit/inexperienced candidates). Try to get a 5-10 hour part-time gig (even if you have to work for free) and help out a clean energy company and get something on your resume (and again get contacts)

Obviously, there are thousands of paths to this destination. So feel free to comment with what might have worked for you. I feel there is good job demand in the clean-tech sector (although fewer for business development people than on-site green-collared jobs) but there is also a good supply of potential employees (unemployment at 10%)— so anything that you can do to become a better “fit” in this environment will pay good dividends. Good luck.

Tags:

Freedom unlimited!

Posted by: rocknroli on: June 12, 2009

It’s been a while since I wrote about Hridyan. He’s doing his thing (growing up) and we are doing ours – balancing work, family visits, site-seeing all in a sleep deprived (yes, still) state. More on the family visits later..

Here I want to share how eventful this little guy’s ninth month has been. Till his eight month birthday….he was not really mobile.

Here he is 10 days back, struggling with sitting and moving forward.
I would accept any compliments for the uncanny precision with which the video has been made… my son won’t be embarrassed when he grows up :)

Two days later, he was sitting at will and crawling with some combination of crawl and walk for short distances. But still getting frustrated.

And here he was today, another week later…..he’s freely moving about the house. Since he started crawling we are left to picking him up when he topples or just keeping an eye out for him to see what he’s putting in his mouth. But otherwise he’s become a pretty self-content and happy man.

You can’t help but wonder at the marvel of nature!

“Stay Hungry, Stay Foolish”

Posted by: rocknroli on: June 11, 2009

This is a widely circulated video and speech – Steve Jobs speaking at Stanford commencement in 2005. I recently saw it again. Just thought I’ll share with any visitors who might not have seen it. It’s one of the most inspirational speeches I have heard. Stay hungry, stay foolish.

Switching to Clean Energy

Posted by: rocknroli on: June 8, 2009

Starting next week, I’ll be interning with a company exploring concentrated solar thermal technology. To say that I am excited would be a massive understatement….but I’ll say anyway “I AM EXCITED!!!”

I have been wanting to get into clean energy or more like environmental businesses since let’s say since I graduated from IITB. But the desire just got more intense in the last couple of years. This was one of the reasons to attend Haas…and it seems to have paid off. I attended a great conference earlier this week and it turned out to be more engineering than I have seen in a while. But I felt at home finally.

Here’s to doing something that you love, make a difference and hopefully get rich in the process.

Conferences and Presenters

Posted by: rocknroli on: June 4, 2009

I was at a solar thermal conference today (why? …well later about that…), and was thoroughly annoyed by some things about presentations and the conference. Listing them down here……to get them out of my system…

1) Cellphones…….why can’t people turn them off, even after constant repetition?? Why are they always on for the people whose ringtones have a lot of “personality”. Perhaps there should be some way to send phones on auto-vibrate or something…

2) Slide-zero — This is a trademark of my Entrepreneurship profs. But some people take it to the limit . One of the speakers spent half his time on the cover-page and then scrambled through the rest of it.

3) When someone starts saying “I want to get through this really quickly”….you can bet on long, winded explanations which have nothing “quick” about them.

4) Reading from the slides ….PLEASE????

5) I still have to hear an interesting presentation by a lawyer. I think they are so worried about ‘caveating’ and exceptions…..the main point is always lost.

6) Organizers should do some due diligence on the quality of speaker especially the ones after lunch. Good biodata =! good speaker!

7) Having 25 slides for a 7-min company overview.

8′) Conversational tone and fillers in the speech. Don’t get me wrong….I love when speakers can be casual but still drive the point home. But to come into a room with 150-people, to see your slides for the first time in the room and blabber silly jokes does not qualify.

9) Showing diagrams in your slide which have labels that only you could read is not acceptable.

10) Lastly, using the product-codes and formulae from your technical reports….which only you understand. I don’t want to explain more.

This stuff bothers me……..because many of the power point best practices are so well known now. How can people just miss it….or not care when presenting in such large audiences? It also bothers me more, because many of the presenters are pretty senior guys in their field and I might be working for one of them one day. My respect for them might have just gone down a notch…