Christian Abl

Together with Kilian Leykam (Aquila Capital), Dr. Lennard Wilkening and Elena Müller (Suena), we have written down how a successful capacity market for the German Power System should look like in order to ensure system stability at lowest cost: 1. Technology neutral value analysis of competing assets should be determined through objective availability analysis to obtain fair Derating Factors as opposed to favoring more expensive gas plants whilst effectively excluding batteries and other storage tech. 2. Actual system dispatch should be left to the wholesale markets instead of distorting those with manual TSO dispatch orders. System capacity is about pure availability. 3. Suitably long contract durations as well as a pay as clear auction format ought to give investment security for investors. 4. Capacity market costs should be refinanced through recouping extrem wholesale price spikes from contracted generators as well as putting a consumer levy only to the rare hours of system tightness of the year for which capacity assets have to be held in reserve. The latter should additionally reduce demand during these tightest hours. More to be read in here: https://lnkd.in/enAwWUcy

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BayWa AG no longer part of SDAX   From 23 September 2024, BayWa AG will no longer be a part of SDAX, but will remain of course in Deutsche Börse’s #PrimeStandard at #FrankfurtStockExchange with the most demanding disclosure requirements of being public.   After the BayWa share price came under pressure, the #freefloat #market #capitalisation lost significantly in value. The company therefore fell in the #ranking and can no longer remain in the SDAX index.   The #DAX, #MDAX and #SDAX indices are #powerful #brands of STOXX, which belongs to Deutsche Börse Group. This is even more a driver for us, to work on our agenda of bringing BayWa AG back into the SDAX again. In our history on the stock exchange, we have been excluded twice from the index, but BayWa AG has always made it back into the SDAX again.   #BayWaIR

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𝗕𝗮𝘆𝗪𝗮’𝘀 𝗚𝗿𝗲𝗲𝗻 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻: 𝗦𝗔𝗣-𝗣𝗼𝘄𝗲𝗿𝗲𝗱 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 🌿 𝗕𝗮𝘆𝗪𝗮’𝘀 𝗟𝗲𝗴𝗮𝗰𝘆 𝗮𝗻𝗱 𝗡𝗲𝘄 𝗛𝗼𝗿𝗶𝘇𝗼𝗻𝘀 Founded in 1923, BayWa AG has long addressed essential needs, diversifying over the years and pivoting towards renewable energy. Recognized by the UN and Bloomberg in 2021 as one of the "50 Sustainability and Climate Leaders," BayWa’s renewable energy efforts now drive over half of its earnings. This commitment to sustainability is about more than green energy; it’s about transforming the business for long-term environmental stewardship. 𝗧𝗵𝗲 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲: 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 BayWa’s growth led to inefficiencies as its business units—Agriculture, Energy, Building Materials, and Innovation & Digitalization—operated in silos. Lars Pischke, Global Enterprise Architect, emphasized the need for a unified ERP template to improve agility and collaboration. 𝗧𝗵𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻: 𝗦𝗔𝗣 𝗦/𝟰𝗛𝗔𝗡𝗔 𝗖𝗹𝗼𝘂𝗱 & 𝗦𝗔𝗣 𝗕𝗧𝗣 BayWa migrated to SAP S/4HANA Cloud, unifying operations, eliminating silos, and enhancing efficiency. SAP BTP allows for custom applications without disrupting the core ERP, supporting a "clean core" strategy that ensures flexibility and streamlined processes. 𝗧𝗵𝗲 𝗖𝗼𝗻𝗰𝗲𝗽𝘁 𝗼𝗳 𝗮 𝗖𝗹𝗲𝗮𝗻 𝗖𝗼𝗿𝗲 A "clean core" means unified, efficient operations. BayWa’s clean core through SAP S/4HANA Cloud fosters collaboration and agility while allowing innovation with AI and machine learning on a separate digital platform. 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗶𝗻𝗴 𝗔𝗜 𝗮𝗻𝗱 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 BayWa integrates AI for predictive maintenance and decision support, staying ahead of trends by attending industry events like SAP Sapphire. This forward-thinking approach ensures leadership in renewable energy and continuous innovation. 𝗖𝗼𝗻𝗰𝗹𝘂𝘀𝗶𝗼𝗻: 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 BayWa’s partnership with SAP and focus on a clean core and innovation positions it as a leader in the transition to a greener future. BayWa’s SAP-powered transformation is a blueprint for sustainability and business excellence in the 21st century. #Sustainability #RenewableEnergy #SAP #DigitalTransformation #Innovation #GreenRevolution #BayWa #YalloSAP Credits - https://lnkd.in/eim9yYFd

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Shedding light on solar energy challenges in new t-online interview ☀️ In this insightful conversation, our founder & CEO Melchior Schulze Brock discusses the immense potential for solar energy in Germany and the obstacles we must overcome to fully realize it. From regulatory hurdles to the need for grid modernization, he covers the key challenges and solutions. ⚡ Melchior also highlights the potential for significant CO2 reduction through extensive solar installations on commercial rooftops and the importance of supportive policies for large-scale projects. 📈 Curious to learn more about unlocking Germany's solar potential? 🌱 👉 Read the full interview here (DE): https://lnkd.in/grEzDr-w #solar #sustainability #renewableenergy #energyefficiency #climatechange

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IKEM – Institut für Klimaschutz, Energie und Mobilität has just published a nice study on legal implications and complex, evolving regulations around #green #methanol production, in German language though. https://lnkd.in/eHA2-Xzv Key points: 🚢 Regulations mainly derive from European directives and are changing. 🚢 CO2 used for methanol must come from one of five sources: industrial processes, air (DAC), RFNBOs, geological sources, or bioenergy (BECCU). 🚢 CO2 price must be paid unless the CO2 is intended for geological storage. 🚢 Rising CO2 certificate prices could make green fuel production increasingly expensive. 🚢 Exception: CO2 from bioenergy is exempt from emissions trading if the biomass meets sustainability criteria. This complexity and the potential for rising costs highlight the challenges in making green methanol a viable alternative in #shipping. Simon Bergulf Matthías Ólafsson Johannes Lauterbach Benedikt Ackerschott

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4 Kommentare

In the march towards #EnergyTransition, the role of strategic asset management and portfolio management cannot be overstated. As we navigate the complexities of implementation and financing, it's clear that public acceptance hinges on cost-effective solutions. The transformation and expansion of the electric grid carry significant costs, yet they are pivotal for integrating renewable energy sources like #Wind and solar. At 50Hertz Transmission GmbH, they're committed to strategic planning and management of their assets to support one of the world's most reliable electricity networks. Their approach includes not only expanding their electricity highways but also integrating interconnectors, leveraging energy storage, and utilizing flexible loads such as power-to-heat plants. The gap between power generation and consumption locations is widening, and that calls for a strategic outlook in managing their energy portfolio. It's with this vision I look forward to hear industry leaders like Stefan Kapferer Manon van Beek, Bruno Meyer Priyantha Wijayatunga Wijayatunga, and Sonya Twohig to further this vital dialogue. Let's harness the power of strategic asset management to make energy systems more resilient, efficient, and accepted by those we serve. OHROS Consulting Group #StrategicAssetManagement #PortfolioManagement #100PercentBy2032 #ThisIsHowEnergyTransitionWor ---

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One of the biggest hurdles to overcome in the new energy economy is the availability of #water. Not only for green hydrogen (“10 litres of water for a kilogram of H2”) but data centres, gigafactories and semiconductor manufacturing. Water reuse and desalination will have to play a vital role

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