Energinė – finansinė baudžiava

Geriau ir nepasakysi:

Europos Komisijos komisaras Andris Priebalgas rašo, kad „reikės atnaujinti ir rekonstruoti daugumą ES elektros tinklų. Mums reikės pereiti į tokią būklę, kai didesniąją dalį elektros energijos tieks vėjo, bangų, saulės ir fotovoltinės energijos gamintojai. Be to, mes turėsime užtikrinti galimybę kiekvienam pastatui ir namui gamintis savo energiją ir parduoti jos perteklių perdavimo tinklams“.

Tačiau Lietuvoje ši komisaro vizija – utopija, nes mes kuriame vertikaliai integruotą monopoliją, kuri pasmerks vartotojus energetinei baudžiavai, nes jie praranda pasirinkimo teisę ir laisvą prieigą prie skirstomųjų tinklų. Ne tik smulkūs gamintojai negalės rinkos kainomis parduoti energijos pertekliaus – net naujoji atominė jėgainė neturės pasirinkimo laisvės ir bus visiškai priklausoma nuo „Leo Lt“ malonės, nesvarbu, kas bus liūto šeimininkas.

Šiam vertikaliai integruotam monopolininkui politikai suteikė amžiną privilegiją – nevaržomą prieigą prie kiekvieno energijos pirkėjo – nuo didžiausio pramoninio vartotojo iki mažiausio namų ūkio. Kitaip tariant, liūto letena atsidurs kiekvieno Lietuvos žmogaus kišenėje.

Atsimenat „Matricą“?

„… the problem is choice“ – sako Architektas bandančiam įsikirsti kas čia aplink darosi Neo.

Vėjo jėgainių ekonomika, tinka ir saulės energijai

Oil Drum rašo:

Wind turbines, once built, generate almost free electricity – they require only some basic maintenance and servicing. That means that they have a marginal cost of production close to zero (i.e. each additional kWh of production only requires more wind, but no actual spending); that also means that their main long term cost is the repayment of the initial construction cost, in the form of debt repayment and return on capital for the investors.

This has two simple consequences:

• the cost of wind power is essentially set at the time of construction, when the parameters of the financing of the initial investment are agreed, in the form of debt service plus a set return, over an agreed period of time, typically 15-20 years. That cost is fixed and will not vary in accordance with the price at which electricity is actually sold.
• once installed, wind power will always be dispatched – with its negligible marginal cost of production, it will always be cheaper than alternatives, and the only reason not to take such free power will be technical constraints from the network (which I’ll discuss later). When dispatched, wind power will move the dispatch curve, and ensure that the marginal cost of production required at that point ot satisfy demand will be lower than if wind power were not available – ie wind power displaces the most expensive power source that would have been needed otherwise, typically a gas-fired plant.

Taigi ir saulės šiluminės energijos ekonomika yra panaši.

Kur pinigai? (Where’s the money?)

John Hagel kaip visada genialiai taiklus:

So, where’s the money?  Here’s my answer: to find the money, seek out scarcity. Abundance in some areas inevitably creates scarcity in others. Attention, reputation and talent become relatively scarce in economies of abundance.  Businesses will be well positioned to charge for their services if they can deliver one or more of the following values:

• help amplify attention through more effective advice/recommendations
• foster and protect reputation
• help amplify talent development through rich learning environments

The real winners will realize that amplifying return on attention, building reputation and developing talent are deeply and intricately related – the most valuable platforms will address these needs in powerful new ways.

Here’s my answer: to find the money, seek out scarcity. Abundance in some areas inevitably creates scarcity in others. Attention, reputation and talent become relatively scarce in economies of abundance.  Businesses will be well positioned to charge for their services if they can deliver one or more of the following values:

• help amplify attention through more effective advice/recommendations
• foster and protect reputation
• help amplify talent development through rich learning environments

The real winners will realize that amplifying return on attention, building reputation and developing talent are deeply and intricately related – the most valuable platforms will address these needs in powerful new ways.