Peak electricity demand in South Africa will exceed the available operational generation capacity in 2007. The state utility Eskom is addressing this challenge, inter aha, with the implementation of the Demand-side Management (DSM) initiative. The aim of DSM is to defer the building of additional power stations by modifying the end-user pattern to reduce electrical load during the morning and evening peaks. At the end of 2005 the DSM programme has only achieved 30°/o of its target. Some of the biggest problems are the lack of knowledge on how to perform ESCO audits and availability of tools and procedures to enable Energy Service Companies (ESCOs) to evaluate DSM potential. Studies in South Africa have shown that 20°/o of the total municipal energy is utilised in commercial buildings. Additional investigations have shown that in the commercial sector approximately 50% of energy is used for air conditioning. Energy savings of around 30% can be realised through improved management procedures and retrofit projects of HVAC systems of existing buildings. Telecommunication companies own and operate a large portfolio of diverse buildings. It was shown that these buildings are very inefficient in terms of energy usage. Performing ESCO analyses on these building portfolios present huge savings opportunities for the building owners as well as load reduction opportunities to help meet DSM targets. ESCOs however face major problems in evaluating DSM projects on telecommunication facilities. Some of these problems are: time to perform the ESCO audits on such a large portfolio of buildings; skill levels of available personnel; lack of experience and structured audit process; availability of information; data capturing of information; determining the impact of the retrofits and calculating the savings and financial benefits of retrofits. Obtaining approval for DSM projects is also a lengthy process. Smaller ESCOs cannot afford to commit resources to ESCO investigations only to recover their investment after project approval. Having an ESCO procedure that will speed up the audit process will help the ESCO to minimise resources that need to be committed to these investigations. Having a tested and reliable ESCO procedure will also help Eskom since they will receive more and better quality DSM proposals. A new ESCO procedure for telecommunications facilities was developed. The primary requirements for the new ESCO procedure are that it should be simple, stable, fast and accurate. This procedure is evaluated against the known energy management opportunities in telecommunication facilities. Some of the benefits of the new ESCO procedure are: time taken to perform ESCO analysis on all types of buildings is drastically reduced; lower qualified personnel can be used to perform the ESCO analysis; any type of HVAC system configuration can be accommodated; new data capturing procedures ensure that only essential data is captured; integrated simulation software is used that can easy and accurately simulate the building operations and retrofits on a building; retrofit options suitable for telecommunication facilities are identified; contribution to the DSM programme is evaluated; financial evaluation of the retrofits and feasibility for DSM funding and results are integrated into a standardised reporting format. The new ESCO procedure was implemented on several case studies within the telecommunication infrastructure. Five different types of buildings were selected to implement the ESCO procedure. Each step of the procedure was evaluated and tested against the requirements of the new ESCO procedure. It was proven through implementation that the new ESCO procedure is successful in solving the unique problems in performing ESCO analyses for telecommunications facilities. Valuable insight into the problems that can occur during the ESCO process was highlighted, and recommendation for future work was presented. / Thesis (Ph.D. (Electrical Engineering))--North-West University, Potchefstroom Campus, 2006.

No description available.

Abstract This study examines emerging service markets1 and creates a model to capture both the service provider’s activities within market development and the interplay between different market actors. This work aims to identify the key elements behind sustainable market development, specifically examining 1) market activities, 2) the role of innovation and 3) the necessary evolutionary factors, where a market consists of multiple buyers and sellers and comparable market offerings. The empirical part of the study is conducted in the form of a qualitative case study, which is used to analyse the dynamic nature of emerging market development. The study uses a multi-method approach to data collection to capture the market’s evolution and relationships between market actors. The study follows emerging energy saving market development taking the perspective of an Energy Service Company in Dubai. As the main outcome of the study, it is argued that the service provider needs to direct its activities to build those relationships necessary to gain market acceptance and a coherent market offering before it can truly exploit market opportunities. As a characteristic of an emerging market, different interpretations of an innovation increase market dynamics, which slows market acceptance. Therefore, the service provider’s innovation process needs to serve market needs first; later, when the market has evolved, the innovation process is divided into co-innovation and structured innovation. From the evolutionary point of view, many service markets need to be fostered by market actors, as well as needing government-built regulatory and market support mechanisms. This need is especially valid for services that have other societal goals beyond pure financial interests. For a new service provider, an understanding of emerging markets is essential to appropriately set expectations and to accurately plan for the timing and effort needed for market entry. 1 An emerging market in this study represents the market development phase that occurs when a market has been created. Markets are emerging everywhere regardless of country or other geographical area and should not be confused with developing country-related emerging markets. / Tiivistelmä Tämä väitöskirja tutkii uusien markkinoiden kehittymistä erityisesti palveluliiketoiminnan ympärille, ja luo mallin, jolla voidaan tarkastella tällaisia markkinoita ja niiden kehittymistä. Mallissa huomioidaan palvelun tarjoajan aktiviteetit markkinoilla sekä vuorovaikutus muiden toimijoiden kanssa. Tutkimuksessa tunnistetaan keskeiset kehitysvaiheessa olevien markkinoiden elementit: 1) markkina-aktiviteetit, 2) innovaatio ja 3) kehittymisen edistämiseen liittyvät tekijät. Mallin mukaan nämä ovat edellytyksenä sille, että markkinoille muodostuu riittävä määrä sekä myyjiä että ostajia, jotta palvelutarjonnasta muodostuisi vertailukelpoista. Tämän tutkimuksen empiirinen osa on suoritettu laadullisena tapaustutkimuksena, jossa analysoidaan markkinoiden kehittymisen dynamiikkaa. Jotta markkinan kehittymistä ja markkinatoimijoiden välistä vuorovaikutusta voidaan tarkastella samanaikaisesti, on tutkimuksessa kerätty sekä haastattelu- että havainnointiaineistoa. Tutkimuksessa on seurattu kehityksen alkuvaiheessa olevan energiansäästömarkkinan kehittymistä ns. ESCO-palvelun tarjoajan näkökulmasta Dubaissa. Tutkimus osoittaa, että markkinoiden kehittymiseksi palvelun tarjoajan täytyy ensin keskittyä luomaan suhteet muihin markkinatoimijoihin, jotta yhdessä voidaan saavuttaa markkinoiden luottamus ja luoda yhteneväinen tarjonta, ennen kuin kilpaillaan markkinaosuuksista. Eri toimijoiden erilaiset tulkinnat markkinainnovaatiosta lisäävät dynamiikkaa ja vaikeuttaa markkinan yleistä hyväksymistä, jotka yhdessä siten hidastuttavat markkinan kehittymistä. Näistä syistä palveluntarjoajan tulisi kohdistaa innovaatioprosessinsa palvelemaan markkinan kehitystarpeita ensin ja vasta myöhemmin se voi keskittyä hyödyntämään mahdollisuuksia yhteiseen ja sisäiseen innovaatioon. Monet palvelumarkkinat vaativat kehittyäkseen toimijoita joiden tehtävä on pelkästään keskittyä edistämään markkinan kehitystä luomalla yhteisiä sääntely- ja tukimekanismeja. Nämä toimija ovat usein valtiollisia, erityisesti silloin kun markkinalla on myös yhteiskunnallisia tavoitteita, taloudellisten tavoitteiden rinnalla. Kehittyvät markkinat ja niiden mahdollisuuksien hyödyntäminen uudelle palveluntarjoajalle on haasteellinen konteksti ja menestyminen edellyttää sekä odotusten että panostusten asettamista realistisesti, jotta kehittyvillä markkinoilla voidaan ylipäätään toimia.

Energy Performance Contracting (EPC) is an important tool to disseminate energy efficiency measures. This study focuses on the main barriers and success factors for EPC market in order to build capacity in this subject. A pilot study of questionnaire took part among the local authorities of four countries within the European Union; Croatia, Denmark, Czech Republic and Slovakia. The results of this pilot study were combined with the results of a literature research to identify common disadvantages and key points of the market. Afterwards, the most important actions to be taken on national and international level in European Union were discussed. According to this study, the supportive legal framework for the energy efficiency measures, access to financial resources, reliable energy consumption data and trust in Energy Service Companies (ESCOs) were remarked as the essential factors for increasing the capacity of the EPC. / Intelligent Energy Europe, ManagEnergy

在當前全球受到全球暖化所帶來許許多多氣候異常現象，造成人類生命財產安全的嚴重影響，世界各國莫不致力於節能減碳，開發再生能源來取代目前的石化燃料。 美國在1970年代能源危機期間所提出的ESCO(Energy Service Company) 的概念，如今又獲得各國的青睞。 台灣於引進此一新的概念也有十年之久，在業界也一直不斷有專家，技術人員不斷的投入努力，經濟部能源局近年來也不斷的倡導節能服務的好處，甚至還推動一些補貼措施。 本研究主要是以Everett M. Rogers的創新擴散模型為理論基礎，研究台灣ESCO產業為何無法如高科技消費性電子產品般很快速的擴散到社會每一個角落，有哪些因素阻礙了台灣ESCO產業的發展。 本研究主要得到的結論如下，阻礙台灣ESCO產業擴散的因素可從三個構面來分析，第一個構面為創新擴散構面，Rogers所提出的五種創新認知屬性對於台灣ESCO產業的擴散都有一定程度的影響。另外在溝通管道上所採用的B2B行銷方式對於客戶決策也會影響擴散的速度。至於時間因素，本研究認為五年是比較恰當的觀察台灣ESCO產業發展的觀察期間。第二個構面可以從台灣獨特的經濟特質來說明，台灣以中小企業為主的經濟環境無法如歐美般有Super-ESCO規模的公司，這也導致了客戶信賴度以及未能產生以服務為導向的ESCO能源服務，台灣若還是以設備買賣為主要ESCO產業的商業模式，是會阻礙此產業的發展。第三個構面為政府的角色，台灣政府在投入ESCO產業的資源及推動此產業發展的企圖心不若美國政府。 本研究經研究結論後，提出具體的建議: 一、 要加速此產業的創新擴散就必須加強 Rogers創新擴散模型中的可觀察性屬性。 二、 跨越產業鴻溝的重點在於讓早期採用者滿意ESCO的方案。運用保齡球道理論，讓早期採用者所形成的利基市場對於ESCO節能服務能夠滿意，產生具示範效果的成功案例，才能伺機擴張至其他的利基市場，最後形成龍捲風暴，順利跨越此產業的鴻溝。。 三、 本研究對於台灣ESCO產業的發展的看法是審慎保守的。台灣ESCO產業的發展絕不是短短幾年就可以看到成效，本研究建議以五年為一個觀察期。目前以中小企業為主的ESCO業者必須要儘快的建立自己的優勢，儘早建立口碑，未來才有機會生存。 / Global warming is the most seriously problem we are facing in 21th century. All the countries devoted to reduce the carbon emission in order to minimize the impact of climate change. The business model of ESCO (Energy Service Company), which has been created in US during 1970 energy crisis, now has been advocated worldwide. The ESCO business model has been introduced into Taiwan for more than 10 years. There are many talent people, specialist engaged in this business. Taiwan government has also promoted ESCO some subsidies. However, even the society put a lot of efforts to develop ESCO business, why this business cannot spread out as consumer electronics? This thesis adopts the theory of “Diffusion of innovation” from Everett M. Rogers, 1962. The main purpose of this study is to find out why ESCO service business model cannot diffuse like other high-tech products. Are there any obstacles slow down the development of this industry? This thesis comes to the conclusion of three faces, which can significantly influence the development of ESCO business in Taiwan. The first face based on the diffusion of innovation theory, the five attributes of innovation defined by Rogers will affect the development of ESCO industry in Taiwan. Of course, the B2B marketing approach will delay the propagation of the ESCO industry. Moreover, this study suggest that 5 years watching window should be appropriate to monitor the development of the ESCO industry in Taiwan. The second face is the Taiwan unique economics environment. The ESCO industry in Taiwan is formed mostly by Middle-small size enterprises. In comparison with US, there is no Super-ESCO company exists in Taiwan. This study found out the truth that the client is not confident on middle-small size company to provide ESCO service. The common business model of ESCO industry in Taiwan is still focusing on selling the energy efficient product instead of providing energy service to the client. The study believes that this kind of business model will severely impact the development of this industry. The third face of the conclusion is the government role in Taiwan. The study found out that Taiwan government didn’t allocate enough resources to assist developing ESCO business. This thesis not only indicated the obstacles to slow down the ESCO business in Taiwan but also provide some constructive initiatives. 1. We have to concentrate on the visible attributes in diffusion of innovation theory for ESCO industry. 2. In order to cross the chasm, ESCO has to satisfy the early adapters in the beginning. They can also build up the bowling pin model to keep the existing niche market and explore the adjacent niche market when the opportunity comes. Thus, ESCO can create tornado period and cross the chasm in the industry. 3. The study is conservative about the development of Taiwan ESCO industry. We suggest that 5 years watching window should be proper to monitor the development of Taiwan ESCO industry. The ESCO companies in Taiwan should establish their strengths the sooner the better in order to survive for the future severe market competition.

The People’s Republic of China (PRC) is one of the fastest growing economies in the world. However, the economic expansion is not without complications. Improved standard of living and a growing industrial sector have led to an increased demand of energy, which in turn is contributing to air pollution and land contamination. The research problem of the study is what is keeping existing Energy Services (ES) in Shanghai from being used more frequently. To answer this, a sequential mixed method study is conducted, divided into a qualitative and quantitative part. The literature study indicates a great potential for ES in Shanghai. This is mainly due to great efforts taken in Energy Efficiency (EE), an attempt to face the rapidly increasing population by reducing the usage of energy. A number of barriers for ES are found throughout the existing literature, including market, financial, institutional as well as technological barriers. To further investigate barriers and opportunities on the ES market in Shanghai, 14 semi-structured interviews with relevant stakeholders and academics were conducted. Hypothesizes were formulated based on results from the interview and literature study as well as an expert panel. To test the hypotheses a questionnaire was sent out to real estate developers in Shanghai. This study discovers the need of bringing several in the literature identified barriers to ES in Shanghai up to date. Some barriers were found to be invalid while others were not identified at all. The newly found barriers include market barriers, such as ES having low priority, poor technological understanding among clients, and complications approaching and communicating with potential clients.  For institutional barriers, it was found that the prevalence of low margins in the Chinese industries is holding back stricter regulations. Furthermore, the Energy Service Companies’ (ESCO) lack of understanding of ES from a system perspective is considered a technology barrier. In addition to the barriers, a number of opportunities were found. Improved communication between real estate stakeholders and ESCOs contribute to greater awareness and knowledge, which in turn leads to a higher degree of investment in ES. Differentiation of the services offered by ESCOs may attract new customers who previously were not interested, e.g. companies with short investment horizon. In Shanghai, there are a significant number of subsidies, regulations and laws favoring ES. Moreover, the rapid growth of Shanghai is considered one of the greater opportunities. To conclude, it was found that the maturity level among ESCOs in Shanghai was having large impact on the overall usage of ES. Fixed barriers, i.e. barriers nearly impossible to overcome, together with the large amount of small and inexperienced ESCOs is found to be hindering ES in the Shanghai commercial real estate sector from being used more frequently. / Kina ett är en av de snabbast växande ekonomierna i världen. Den ekonomiska expansionen är emellertid inte helt utan problem. Med bättre levnadsstandard och en allt större industrisektor ökar behovet av energi explosionsartat med förorenad mark och luft som följd.  Studiens problemformulering är vad det är som hindrar befintliga energitjänster i Shanghais byggnadssektor från att användas oftare. För att svara på denna fråga användes en sekventiellt multidisciplinär metod uppdelad i en kvalitativ och- kvantitativ studie. Utifrån litteraturen är det uppenbart att det finns en stor potential för användning av energitjänster i Shanghai. Främst till följd av stora satsningar på energieffektivitet i ett försök att möta den snabbväxande befolkningen med högre krav på levnadsstandard genom att minska energianvändningen. Ett antal hinder existerar emellertid inom Shanghais energitjänstemarknad. Inom dessa inkluderas allt ifrån marknads- och finansiella problem till institutionella och teknologiska komplikationer. För att vidare undersöka vilka problem och möjligheter det finns för energitjänster i Shanghai genomfördes 14 semi-strukturerade intervjuer med involverade aktörer och akademiker i Shanghai. Baserat på resultatet från intervjuerna tillsammans med litteraturstudien och en expert panel formulerades hypoteser härrörande energitjänstesituationen. För att testa hypoteserna genomfördes en enkätundersökning riktad till fastighetsutvecklare i Shanghai. Studien visade att många av de tidigare utpekade hindren för energitjänster i Shanghai behövdes uppdateras, varav vissa visade sig vara obsoleta och några inte gick att verifiera. Bland de nyfunna barriärerna kan nämnas marknadsbarriärer som låg prioritering för energitjänster, låg teknisk kompetens bland fastighetsägare samt svårigheter för energitjänstebolag att närma och kommunicera med potentiella kunder. För de institutionella barriärerna framgick att låga marginaler inom den kinesiska industrin håller tillbaka hårdare regleringar. Inom de tekniska barriärerna framkom att energitjänstebolag generellt sett brister i deras kunskap om energitjänster som kan tillgodose hela byggnaders energisystem. Utöver problemen identifierades även betydande möjligheter. Ökad kommunikation mellan aktörerna bidrar till större kunskap vilket i sin tur leder till en högre grad av energitjänsteinvesteringar. Genom att differentiera de tjänster energitjänsteföretag erbjuder kan de hitta nya kunder som tidigare inte varit intresserade, framförallt sådana med kort investeringshorisont. I Shanghai finns det ett betydande antal subventioneringar, regler och lagar som gynnar energitjänster. Även Shanghais tillväxt ses som en av de stora möjligheterna. Studien kommer fram till att en låg mognadsgraden bland energitjänstebolag i Shanghai negativt påverkan användningen av energitjänster. Existensen av flera fasta barriärer, barriärer som är svåra att påverka, tillsammans med det faktum att majoriteten av energitjänstebolag är små och oerfarna ses som den främsta orsaken till att energitjänster inte används i större utsträckning i Shanghai.

由於石化能源的蘊藏量有限，各國政府目前以能源的安全供給與環保的使用做為主要的能源政策，經過各國公部門與私部門多年來的努力，許多替代能源的技術雖然開始商品化，但實際上對於傳統石化能源依賴度的減少，仍舊有限。反觀節能技術雖然表面上不如屬於”開源”概念的再生能源響亮，但技術的成熟度與產業化對於減少石化能源依賴的貢獻度並不亞於開源的效果，尤其許多發展中的國家短期內勢必無法負擔新的再生能源技術所要付出的昂貴能源費用，能源管理服務業所能提供的節能效果，可以同時解決能源效率低落所造成的浪費以及環境的衝擊。 而能源管理服務業重點在於節能，歐洲與日本市場無論是民眾或是政府在開發替代能源與節約能源的議題上之成果有目共睹，但反觀耗能最高的美國、發展中的中國，節能議題相對來講更形重要，這與台灣的狀況相當類似，因此本研究期望經由法制政策面、產業面以及智慧財產佈局狀況，探討美國與中國之能源管理服務業之現況，並與台灣本身能源管理服務業之發展做比較，提出能源管理服務業未來發展上的建議。 1. 能源管理服務業不宜將有限資源過分集中於發展太陽能與風力發電技術 2. 以美國市場為鏡，以中國大陸能源管理市場為目標 3. 積極從事中國大陸能源管理服務業相關技術之專利佈局 4. ”中央能源管理服務系統”概念的導入-節能減排的技術與服務的創新 5. 發展能源管理服務業住宅之應用 6. 創新的融資模式 7. 人員的培訓與教育 / Due to the limited deposits of fusil energy, the safety and environment protection of energy use ate the most two crucial issues among the countries. After decades of development, alternative energy commercialization successfully started in developed countries. Nevertheless, it’s still not material enough comparing to the energy consumption now days. However, the effect of the energy efficiency technologies is far more practical for developing countries that do not have enough budget for alternative renewable energy research and development. With effective energy management, the Energy Service Companies (ESCOs) can reduce significantly the waste of energy and the influence to the environment while mitigate the impact of the economical growth of emerging countries. ESCOs profit from the energy conservation of their clients by enhance the energy efficiency in various categories including utilities, government, industrial and commercial sectors. According to present study, European countries and Japan in Asia have already developed outstanding environmental friendly policies both in public and private sectors. On the other hand, highly energy consumption country like United States and rapidly growing China just started to deal with this global warming problem and hopefully can still maintain the economy growth at the same time. Undoubtedly, we face the same issue here in Taiwan. As a result, this study is trying to gather and analyze information about ESCO industry in United States, China and Taiwan from three aspects, governmental policies, industry environment and intellectual property strategies to conclude as well as raise opinion and suggestion about the future development of ESCOs. This study concludes in following opinion and suggestion, 1. ESCOs shouldn’t emphasize all their resources to conduct Solar and Wind power technologies instead of energy efficiency technologies. 2. Learn the track of ESCOs in United States and focus on the market in China. 3. Aggressively develop intellectual property strategies about ESCO related subjects in China. 4. Introduce the concept of “Centralized Energy Management System” and encourage innovation of law carbon discharge and high efficiency technologies. 5. Develop ESCO model in residential application. 6. Develop creative fund raising tools for ESCOs. 7. Invest in education and training program related to ESCO industry.