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HomeMy WebLinkAboutSuWa214Alaska Resources Library & Information Services Susitna-Watana Hydroelectric Project Document ARLIS Uniform Cover Page Title: [ Susitna-Watana presentation, Jan. 10, 2013 Board Meeting ] (Title from AEA's homepage link when viewed September 23, 2013.) SuWa 214 Author(s) – Personal: Wayne Dyok, Nick Szymoniak, and Jim Strandberg (Authors from AEA's Board Meeting minutes for January 10, 2013.) Author(s) – Corporate: AEA-identified category, if specified: AEA-identified series, if specified: Series (ARLIS-assigned report number): Susitna-Watana Hydroelectric Project document number 214 Existing numbers on document: Published by: [Anchorage, Alaska : Alaska Energy Authority, 2013] Date published: January 10, 2013 Published for: Presented to Alaska Energy Authority Board Meeting Date or date range of report: Volume and/or Part numbers: Final or Draft status, as indicated: Document type: Slide presentation. No commentary. Pagination: 29 p. Related work(s): Pages added/changed by ARLIS: Notes: Downloaded from the Alaska Energy Authority's homepage on September 27, 2013; no longer posted as of June 19, 2014. All reports in the Susitna-Watana Hydroelectric Project Document series include an ARLIS- produced cover page and an ARLIS-assigned number for uniformity and citability. All reports are posted online at http://www.arlis.org/resources/susitna-watana/ 11/10/2013 AEA Board of Directors January 10, 2013 1.Introduction 2.Licensing Update 3.Engineering 4.Economics 1/10/2013 2 Project Highlights •Susitna-River, Mile 184 •87 River Miles from Talkeetna •22-32 River Miles upstream from Devils Canyon •~50 percent of Railbelt’s Energy Demand 1/10/2013 3 Why Susitna-Watana Hydro 1/10/2013 4 * Preliminary model estimates •Long-term diversification •Clean, reliable, and stable energy source •Promotes integration of variable power sources •Will serve nearly 80 percent of state’s population •Will annually displace an estimated 1.3 million tons of CO2* •1,000 jobs during peak construction •Stable electricity rates for businesses and consumers 100+ years Licensing Update •Revised Study Plan –Filed with FERC: Dec. 14, 2012 –Proposed 58 studies •FERC Study Plan Determination –45 studies: Feb. 1, 2013 –13 remaining studies in flux (April 1 versus May 14) 1/10/2013 5 2013 Field Studies •Begin winter field studies •Gearing up to conduct environmental summer field effort –Field work includes agreements with Alaska Department of Fish & Game –Contracting and procurement –Logistical support including helicopters and field camps –Obtaining permits from land owners 1/10/2013 6 2012 Engineering Highlights Selection of maximum normal reservoir level - 2050’ (~735’ dam) Drilled 8 boreholes to confirm design criteria Installed of 4 micro-seismic stations; repeater Studied utility generation & transmission Continued design feasibility and optimization Updated Cost Estimate 1/10/2013 7 2012 Geotechnical & Seismic •Work to confirm suitable quarry source •Geologic mapping and borehole information used to adjust dam arrangement •Measuring groundwater and temperatures •Continued characterization of seismic sources •Collection of local seismic event data 1/10/2013 8 2013 Engineering Goals •Resources and Procurement Plan •Geotechnical Exploration at Dam Site •Utility Precedence Agreement •Design Feasibility Report 1/10/2013 9 Project Site Plan 1/10/2013 10 Independent Construction Cost Estimate •AECOM produced estimate –Extensive hydro experience, including Arctic climates –Ranked as best hydroelectric developer •Estimate based on –January 2012 conceptual design (dam, access, transmission, facilities) –AEA’s line item list and quantities •Tasks and deliverables −Unit price estimate by line −Independent construction schedule Independent Construction Cost Estimate: Results •Estimates within 9% •Accuracy of the most probable estimate: -11% to +26% •AECOM confirms –Feasible timeline –Roller-Compacted Concrete (RCC) dams constructible in cold climates •AECOM recommends –Year-round construction (James Bay Project example) –Consideration of early reservoir filling for early power generation 1/10/2013 12 Probabilistic Range of Total Project Costs 1/10/2013 13 Capital Cost Takeaway •Slight increase in cost estimate since last year, yet the range of probable costs reduced. •AEA remains committed to providing the most accurate cost information possible. 141/10/2013 151/10/2013 Components of Cost Update ($millions) Inflation $143 Risk Adjustment $102 Construction $73 Licensing $25 Transmission $87 $- $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500 $5,000 $5,500 August 2012 January 2013Millions of 2012 DollarsComparing Cost Estimates 161/10/2013 $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 January 2013 August 2012 $Thousands of Nominal Dollars Best Estimate Low Estimate* High Estimate* Minimum Cost Maximum Cost August 2012 $4,760 $3,332 $7,140 January 2013 $5,190 $4,480 $5,890 $3,733 $6,484 *Low and High Estimates represent a 90% probability Cost Update 17 - 0.50 1.00 1.50 2.00 2.50 3.00 201320152017201920212023202520272029203120332035203720392041204320452047204920512053Inflation Index (2013 = 1.00)Impacts of Inflation on Susitna-Watana Power Costs Cost of Everything Else (Gas, construction, income, housing, new hydro, etc.) Cost of Susitna- Watana Power2024: Susitna- Watana in Operation 1/10/2013 Susitna-Watana Hydro Power Cost •The method for projecting Susitna-Watana Hydro power costs same as last year •Capital costs is the only variable to change •Capital cost increase resulted in a small increase in the power cost •Assumes no direct State financing 181/10/2013 Base Case Economic Assumptions 19 Capital Costs ($mill) $5,190 Power Production (GWh) 2,800 Interest Rate 5.00% Debt Term (years)30 Annual O&M Costs ($mill)$16 Operation Start Year 2024 1/10/2013 Susitna-Watana Power Costs ($/kWh) 201/10/2013 Year 1 Rate ($2024)$0.181 Year 1 Rate ($2013 Real)$0.138 10 Year Ave Rate ($2013 Real)$0.124 25 Year Ave Rate ($2013 Real)$0.106 50 Year Ave Rate ($2013 Real)$0.061 Real= Adjusted for Inflation Assumes no Direct State Financing 211/10/2013 $- $0.02 $0.04 $0.06 $0.08 $0.10 $0.12 $0.14 $0.16 $0.18 $0.20 2024202620282030203220342036203820402042204420462048205020522054205620582060206220642066206820702072$ per kWhSusitna-Watana Power Costs: Real vs. Nominal (Assumes no Direct State Financing) Nominal Dollars Real $2013 Dollars (adjusted for inflation) Natural Gas Generation Comparison •Competitive with natural gas in the early years, much lower cost over long term •Future natural gas prices are unknown •Assume a constant efficiency and non-fuel cost for natural gas generation –Heat rate of 8,000 (Btu/kWh) –Non-fuel cost of $0.03 per kWh 221/10/2013 Natural Gas Price Forecast •A single forecast was needed for a “Base Case” comparison –$6.50 per Mcf in 2012 –Increases at 4% annually (1.5% greater than inflation) •Realistically, future natural gas prices are better represented with a range –Prices can range $6.00 to $12.00 per Mcf in 2013 –Range increase with inflation (2.5% annually) 231/10/2013 241/10/2013 $- $2.00 $4.00 $6.00 $8.00 $10.00 $12.00 $14.00 $16.00 $18.00 $20.00 $22.00 $24.00 $26.00 $28.00 $30.00 $32.00 $34.00 $36.00 201320152017201920212023202520272029203120332035203720392041204320452047204920512053Natural Gas Price (Nominal $ per Mcf)Natural Gas Price Forecast and Range Range of Possilbe Natural Gas Prices Base Case Natural Gas Price Forecast 251/10/2013 $- $0.05 $0.10 $0.15 $0.20 $0.25 $0.30 $0.35 $0.40 2024202620282030203220342036203820402042204420462048205020522054Power Cost (Nominal $ per kWh)Susitna-Watana vs. Natural Gas Power Costs Range of Natural Gas Power Costs Base Case Natural Gas Power Cost Susitna-Watana Power Cost Hydro breaks even with the Base Case Natural Gas after 12 years Susitna-Watana Hydro Reduces Power Price Uncertainty •Hydropower reduces electricity price uncertainty and volatility •Following chart compares the impact of the range of natural gas prices on the average power costs under two scenarios –First scenario assumes 100% natural gas generation –Second scenario assumes 50% hydro and 50% natural gas generation 1/10/2013 26 271/10/2013 $- $0.05 $0.10 $0.15 $0.20 $0.25 $0.30 $0.35 $0.40 2024202620282030203220342036203820402042204420462048205020522054Power Costs (Nominal $ per kWh)Power Costs Under Range of Natural Gas Prices Range of Power Costs without Susitna-Watana Range of Power Costs with Susitna-Watana Economic Takeaways •Project cost estimate increase was largely a result of inflation and risk adjustments •Susitna-Watana power remains cost competitive with natural gas in the early years, and will cost much less over the project life •Breaks even with natural gas after 12 years without any direct State financing •Susitna-Watana Hydro can significantly reduce future power cost uncertainty 1/10/2013 28 Susitna-WatanaHydro.org 1/10/2013 29