Veille sur le comptage intelligent / smart metering

mercredi 11 mars 2009

Malte, premier Smart Grid grandeur nature pour IBM #market

Malte va se doté d'un réseau d'eau et d'électricité intelligent en 2012, sous le pilotage d'IBM -esa.

Les compagnies d'électricité et d'eau de l'île de Malte, Enemalta Corporation et Water Services Corporation (WSC), ont confié à IBM, pour 70 millions d'euros, le soin de mettre en place un réseau intelligents d'eau et d'électricté pour les 400.000 Maltais .

Le géant américain va d'abord remplacer par des compteurs intelligents électroniques les 250.000 compteurs électriques analogiques de l'île, qui intégreront désormais à la fois l'eau et l'électricité. Ils seront consultables et gérables à distance, et constitueront la première étape d'un réseau intelligent d'un bout à l'autre de la chaîne.

Les nouveaux compteurs permettront toute une série de nouveaux services, tant pour les consommateurs que pour les compagnies de distribution: le paiement de la consommation réelle et non estimée, des tarifs flexibles, la génération automatique des factures, le pré-paiement, le suivi de la consommation via un portail internet, qui permettra de choisir les forfaits les plus adaptés. En outre la consommation d'eau et d'électricité seront optimisées (réduction des pertes, gestion à distance du réseau, analyse en temps réel de la consommation sur le réseau).

Le système doit être entièrement terminé en 2012.

C'est peu sans doute face aux 40 millions de compteurs que Barack Obama veut installer aux Etats-Unis, aux quelques 35 millions que veulent déployer la France comme la Grande-Bretagne pour équiper tous les foyers, sans oublier les 28 millions de compteurs déjà installé en italie, pays pionniers, mais avec ce système intégral Malte servira de test grandeur nature à ses plus grands voisins, et de vitrine à IBM qui se positionne en force sur ce créneau convoité aussi par Google (voir: http://www.greenunivers.com/2008/11/google-un-pas-de-plus-dans-le-secteurs-des-reseaux-electriques-et-compteurs-intelligents926/ ).

IBM: It's All About Smart Grid in 2009
by: Greentech Media December 22, 2008
source: seekingalpha.com

Ethanol and fuel investing exploded in 2007. Solar went bonkers in 2008. And in 2009, the money is set to flow into smart grid companies.

"I'm more convinced than ever that it's just about to happen," said Drew Clark, of IBM's Venture Capital Group in an interview today. "Cleantech may be the only category [of venture investing] that is left relatively unscathed and [VCs] are looking to put new money into traditional IT type of companies and smart grid is exactly that."

Clark in some ways is a human weathervane of VC trends. IBM's VC group does not invest directly in startups. Instead, it meets with startups and VCs, tries to determine future trends and promising companies and then devises out ways to dovetail IBM's strategies and service divisions with these emerging ideas.

IBM then acts as a conduit for bringing these ideas to large customers. Thus, if Big Blue is excited about something, there is a good chance that a channel for bringing a new idea to market is already being assembled.

Smart grid is attractive on a number of levels. For one thing, a substantial amount of the power in the U.S. is wasted. UC Berkeley's Arun Manjumar recently said that the U.S. consumes 100 quads (or 100 quadrillion BTUs) of energy a year and 50 to 60 quads get lost as waste heat or by other means before it can be used. Smart grid technologies that can help shuttle around power loads over a network conceivably could put a dent in that.

Second, the technology better fits into the VC mold for building companies. Unlike solar or biofuel companies, most smart grid outfits don't need to build huge factories. They develop software or networking devices for controlling various aspects of power transmission or consumption.

Standout smart grid companies that have received VC funding in the past year include networks.com, Trilliant, GridPoint, eMeter, Silver Spring Networks, Smart Synch, GainSpan, Grid Net and Onzo. Smart grid actually passed biofuels in the second quarter in the number of VC deals completed and then passed biofuels in the amount of money and number of deals in the third quarter, according to VenturePower, a newsletter published by Greentech Media.

Third, the grid right now is ... uh ... pretty dumb. It was made to send electrons in one direction and was not designed for two-way communication.

"Smart grid may be the largest cloud," said Clark. "It will be expensive, but that also means it will be lucrative" for companies selling networking gear.

Fourth, because smart grid doesn't really exist yet, the time exists for startups to set standards and practices. Energy storage, for instance, could be a lucrative area. Right now, many companies are talking mostly about planting energy storage facilities where power like solar or wind is generated. But why not put energy storage where it gets consumed, sort of the way Akamai figured out how to cache network data closer to consumers. [Side Note: We hereby reserving the acronym NASE for Network Attached Storage for Energy, for these types of devices.]

The market, however, will likely evolve in a different manner than the computer revolution. The customer base for computers and networking equipment was huge: companies with five to seven people need at least some services and hardware. Utilities, which are fairly finite, will be the main customers for smart grid technologies and they will conduct lengthy trials before massive deployments.

That will be good for IBM, Clark noted. Pacific Gas & Electric is not going to want to deal with a bunch of startups. You can imagine the scene, he joked: Hundreds of people outside of PG&E headquarters touting laptops with business plans. Instead, they will effectively look to large companies that can integrate a bunch of these technologies into a platform.

Source: Energo

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