Alion Energy โ€” The Most Power from PV.
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์‚ฌ์–‘์ž๊ฐ€ Alion์„ ๊ณ ๋ฅด๋Š” ์ด์œ 

๋ง์น˜๋Š” ๋ชป์„ ์ฐพ๋Š”๋‹ค. ํ•ญํƒ€๊ธฐ๋Š” ํŒŒ์ผ์„ ์ฐพ๋Š”๋‹ค. EPC๊ฐ€ ์ด๋ฏธ ํ•ญํƒ€ ์žฅ๋น„๋ฅผ ๊ฐ–๊ณ  ์žˆ์œผ๋ฉด ๊ถŒ๊ณ ๋Š” ํŒŒ์ผ์ด ๋œ๋‹ค. ์Šฌ๋ฆฝํผ์€ ๋‹ค๋ฅธ ์ง๋Šฅ์ด๋‹ค โ€” ๋„๋กœ์™€ ํƒ์ง€์˜ ์—ฐ์„์„ ํƒœ์–‘๊ด‘ ์—ด๋กœ. ๊ทธ ๋ฒˆ์—ญ์ด ํŒŒ๊ดด๋‹ค. ์•„๋ž˜ ์ˆœ์œ„์™€ ์ง€์ˆ˜๋Š” ๊ทธ๊ฒƒ์ด ํ—ˆ์šฉ๋  ๋•Œ ์—ด์˜ ๊ฐ’์ด๋‹ค.

์‚ฌ์–‘์ž ์ˆœ์œ„

๋ถˆ๊ฐ€์˜€๋˜ ์ง€๋ฐ˜์—์„œ ์—ด์ด ๋” ์‹ธ์ง€๋Š” ์—ฌ๋Ÿ ๊ฐ€์ง€ ์ด์œ .

ํ•ญํƒ€ ์žฅ๋น„๋ฅผ ๊ฐ€์ง„ EPC์— ๊ฒฌ์ ์„ ๋‚ด๋ฉด ํŒŒ์ผ ํ•ด๋ฒ•์ด ๋‚˜์˜จ๋‹ค. ์ž์—ฐ์Šค๋Ÿฝ๋‹ค โ€” ๊ฐ™์€ ๊ธฐ๊ณ„๋ถ€๋กœ ์‹ฑ๊ธ€ ํŒŒ์ผ๊ณผ ๋งˆ์ดํฌ๋กœํŒŒ์ผ๋„ ๋‚ธ๋‹ค. ๋ถ„ํ•  ๋ ˆ์ผ์€ ์Šฌ๋ฆฝํผ์ด๋‹ค. ์—ฐ์„๊ณผ ๊ฐ™์€ ๋ฏน์Šค, ๊ฐ™์€ ๊ธฐ๊ณ„. ๋” ๋‚˜์€ ํŒŒ์ผ์ด ์•„๋‹ˆ๋‹ค. ๋‹ค๋ฅธ ๊ธฐ์ดˆ์ด๋ฉฐ, ์ ํ† ยท์ž๊ฐˆยท๋ฌผยท์•”๋ฐ˜์„ ๊ฑฐ๋ถ€ ์˜ˆ๋น„ ์—†์ด ํ”Œ๋žœํŠธ๊ฐ€ ๋ฐ›๋Š” ๋ฐฉ์‹์ด๋‹ค.

  1. 01

    ์ง€๋ฐ˜๊ณตํ•™ ํ—ค์ง€๊ฐ€ ์ ๋‹ค

    ๊ธฐ์ดˆ๋ฅผ ์‚ฌ์ดํŠธ์— ๋งž์ถ˜๋‹ค. ์ ํ† , ์ž๊ฐˆ, ์•”๋ฐ˜, ๋ฌผ์€ ์ž…์ฐฐ์— ํŒŒ์ผ ๊ฑฐ์ ˆ์ด๋‚˜ ๋ณต์› ์˜ˆ๋น„๋ฅผ ์˜ฌ๋ฆด ํ•„์š”๊ฐ€ ์—†๋‹ค.

  2. 02

    ๊ฒฐํ•ฉ ์†”๋ฃจ์…˜ โ€” ์•ฝ 20% ๋œ

    ๋” ์‹ผ ํŒŒ์ผ์ด ์•„๋‹ˆ๋‹ค. ํŠธ๋ž˜์ปค์™€ ๊ธฐ์ดˆ๋ฅผ ํ•˜๋‚˜์˜ ํ”Œ๋žœํŠธ๋กœ. ์ „ํ˜•์  ์œ ํ‹ธ๋ฆฌํ‹ฐ ํŒŒ์ผ ํ˜„์žฅ์˜ ๋‹ค๋ฅธ ํŠธ๋ž˜์ปค ๋Œ€๋น„ ๊ฒฐํ•ฉ ์†”๋ฃจ์…˜์ด ์•ฝ 20% ์‹ธ๋‹ค.

  3. 03

    ๋“œ๋ผ์ด๋ธŒ๋‹น ๋” ๋งŽ์€ ๋ชจ๋“ˆ

    ๊ธฐ์–ด์™€ ๋ถ„๋ฆฌ ๊ฐ€๋Šฅํ•œ ๊ตฌ๋™๊ณ„๊ฐ€ ๋“œ๋ผ์ด๋ธŒ๋‹น 1.3ร— ๋ชจ๋“ˆ์„ ๋Œ๋ฆฐ๋‹ค โ€” MW๋‹น ๋“œ๋ผ์ด๋ธŒ๊ฐ€ ์ค„์–ด ์ž‘๋™ BOM๊ณผ ์ˆ˜๋ช… O&M์ด ๋‚ฎ์•„์ง„๋‹ค.

  4. 04

    ๊ฐ•์žฌ ์งˆ๋Ÿ‰์„ ๋นผ๋ฉด ๋น„์šฉ์ด ์˜๊ตฌํžˆ ๋น ์ง„๋‹ค

    ๋ถ€ํ’ˆ ์งˆ๋Ÿ‰์ด ๋‚ฎ๋‹ค โ†’ ๊ฐ•์žฌ๊ฐ€ ์ ๋‹ค. ์ž๋™์ฐจ ํ”„๋ ˆ์Šค๊ฐ€ ์ค‘๋Ÿ‰ ์šฐ์œ„๋ฅผ ๊ตฌ์กฐ๋กœ ๋งŒ๋“ค๊ณ , ์ผํšŒ์„ฑ ํ• ์ธ์ด ์•„๋‹ˆ๊ฒŒ ํ•œ๋‹ค.

  5. 05

    ์ฝ˜ํฌ๋ฆฌํŠธ๋Š” ๊ฑฐ์˜ ํ˜„์ง€

    ๋ฏน์Šค์˜ ์•ฝ 86%๋Š” ํ˜„์ง€ ๋ชจ๋ž˜, ๊ณจ์žฌ, ๋ฌผ โ€” ๊ฐ•์žฌ ํŒŒ์ผ ๊ธฐ์ดˆ๋ณด๋‹ค DDP ๋ถ€๋‹ด์ด ๋‚ฎ๋‹ค.

  6. 06

    DOT๊ธ‰ ์Šฌ๋ฆฝํผ ๊ทœ๋ชจ

    ๋„๋กœ ์—ฐ์„๊ณผ ๊ฐ™์€ ๋ฏน์Šค์™€ ์žฅ๋น„ โ€” ๊ธฐ์ดˆ ๋น„์šฉ์€ ๊ฒ€์ฆ๋œ ํ† ๋ชฉ ์Šฌ๋ฆฝํผ์—์„œ ์Šค์ผ€์ผํ•œ๋‹ค.

  7. 07

    20 kg ์ดˆ๊ณผ ๋ถ€ํ’ˆ ์—†์Œ

    ํ˜„์žฅ ๋…ธ๋™ ์œ ์—ฐ. ํฌ๋ ˆ์ธ ์˜์กด์ด ์ ๋‹ค. ๋ชจ๋“  ๊ฐ•์žฌ ๋ถ€ํ’ˆ โ‰ค 44 lb.

  8. 08

    ๋” ๊นจ๋—ํ•œ ์ˆ˜๋ช… ๋ง๊ธฐ

    ํ•ด์ฒด๋Š” ํŒŒ์ผ์„ ์ž๋ฅด๊ฑฐ๋‚˜ ๋ฝ‘๋Š” ๊ฒƒ๋ณด๋‹ค ์‰ฝ๋‹ค. ์žฌ์ƒ ๋ฐœ๋ผ์ŠคํŠธ๋Š” LEED ์ž์žฌ๊ฐ€ ๋  ์ˆ˜ ์žˆ๊ณ  ๊ณจ์žฌ๋กœ ํŒ”๋ฆฐ๋‹ค.

  9. 09

    ๋ฆฐ ๋””์ง€ํ„ธ ์šด์˜

    ๋ฆฐ ์šด์˜. ์ง€์ถœ์˜ ๋” ๋งŽ์€ ๋ถ€๋ถ„์ด ํ”Œ๋žœํŠธ๋ฅผ ์‚ฌ๊ณ , ์˜ค๋ฒ„ํ—ค๋“œ๋Š” ๋œ ์‚ฐ๋‹ค.

๋น„์šฉ ์ง€์ˆ˜

ํ”Œ๋žœํŠธ ๋น„์šฉ, ์ง€๋ฐ˜๋ณ„ โ€” USA ์˜ˆ 47 mโ€ขs | 105 mph

๋ถ„ํ•  ๋ ˆ์ผ์„ ์œ ํ‹ธ๋ฆฌํ‹ฐ ๊ทœ๋ชจ EPC ํŒŒ์ผ ๊ฒฌ์  ๋ฐ ๊ทธ๋ผ์šด๋“œ ์Šคํฌ๋ฅ˜์™€ ๊ฒฌ์ค€๋‹ค. ํŠธ๋ž˜์ปค์™€ ๋ชจ๋“ˆ ์„ค์น˜๋Š” ๊ฐ™๊ฒŒ ๋‘”๋‹ค. ์›€์ง์ด๋Š” ๊ฒƒ์€ ๊ธฐ์ดˆ๋‹ค. ์„ธ ์ง€๋ฐ˜, ๊ทธ๋ž˜ํ”„๋Š” ํ•˜๋‚˜์”ฉ. ์ง€์ˆ˜์ด์ง€ ์ž…์ฐฐ์ด ์•„๋‹ˆ๋‹ค.

์ผ๋ฐ˜ ์ง€๋ฐ˜

  • ํŠธ๋ž˜์ปค ์ž์žฌ
  • ๊ธฐ์ดˆ ์ž์žฌ
  • ๊ธฐ์ดˆ ๋…ธ๋ฌด
  • ํŠธ๋ž˜์ปค+๋ชจ๋“ˆ ์„ค์น˜
020406080100120140์ „ํ˜•์  ํŒŒ์ผ ํ”Œ๋žœํŠธ ๋Œ€๋น„ %80%100%112%AlionํŒŒ์ผ๊ทธ๋ผ์šด๋“œ๋ถ„ํ•  ๋ ˆ์ผ์Šคํฌ๋ฅ˜

์•”๋ฐ˜

  • ํŠธ๋ž˜์ปค ์ž์žฌ
  • ๊ธฐ์ดˆ ์ž์žฌ
  • ๊ธฐ์ดˆ ๋…ธ๋ฌด
  • ํŠธ๋ž˜์ปค+๋ชจ๋“ˆ ์„ค์น˜
020406080100120140์ „ํ˜•์  ํŒŒ์ผ ํ”Œ๋žœํŠธ ๋Œ€๋น„ %80%123%112%AlionํŒŒ์ผ๊ทธ๋ผ์šด๋“œ๋ถ„ํ•  ๋ ˆ์ผ์Šคํฌ๋ฅ˜

ํŒŒ์ผ ๊ฑฐ๋ถ€์œจ์ด ๋†’์œผ๋ฉด ์Šคํฌ๋ฅ˜๊ฐ€ ์ด๊ธธ ์ˆ˜ ์žˆ๋‹ค(~29%).

ํ™œ์„ฑ ์ ํ† 

  • ํŠธ๋ž˜์ปค ์ž์žฌ
  • ๊ธฐ์ดˆ ์ž์žฌ
  • ๊ธฐ์ดˆ ๋…ธ๋ฌด
  • ํŠธ๋ž˜์ปค+๋ชจ๋“ˆ ์„ค์น˜
020406080100120140์ „ํ˜•์  ํŒŒ์ผ ํ”Œ๋žœํŠธ ๋Œ€๋น„ %80%113%112%AlionํŒŒ์ผ๊ทธ๋ผ์šด๋“œ๋ถ„ํ•  ๋ ˆ์ผ์Šคํฌ๋ฅ˜

ํ™œ์„ฑ ์ ํ† ์˜ ์žญํ‚นยทํŒฝ์œค ์˜ˆ๋น„๋Š” ํŒŒ์ผ ๋ง‰๋Œ€์— ์—†๋‹ค.

DDP + installed

Tracker DDPFoundation Materials DDPFoundation installedTracker + module installationTotal
Alion ๋ถ„ํ•  ๋ ˆ์ผ40%10%9%21%80%
ํŒŒ์ผ54%15%10%21%100%
๊ทธ๋ผ์šด๋“œ ์Šคํฌ๋ฅ˜54%22%16%21%112%

Normal ground. Rocky and clay change the foundation slices as plotted. Alion Construction OPC sits in Foundation installed. Every bar is DDP + installed. Not a bid.

USA 47 mโ€ขs (105 mph). ํŒŒ์ผ: ์œ ํ‹ธ๋ฆฌํ‹ฐ ๊ทœ๋ชจ EPC ๊ฒฌ์ . ์Šคํฌ๋ฅ˜: ํŒŒ์ผ ๋Œ€๋น„ ๊ณต๊ฐœ๋œ ์—ฐ์•ฝ ์ง€๋ฐ˜ ํ”„๋ฆฌ๋ฏธ์—„. ์•”๋ฐ˜ ๊ฑฐ๋ถ€๋Š” ์Šคํฌ๋ฅ˜์— ์œ ๋ฆฌํ•  ์ˆ˜ ์žˆ๋‹ค. ํ™œ์„ฑ ์ ํ†  ์žญํ‚น๊ณผ ํŒฝ์œค์€ ํŒŒ์ผ์— ๋„ฃ์ง€ ์•Š์•˜๋‹ค. ์ž…์ฐฐ์ด ์•„๋‹ˆ๋‹ค.

Steel content

Steel mass out is the inflation hedge

StormTracker is a 1P. Gearing and stamped members keep every steel part a two-person lift โ€” 20 t / MWdc of tracker, and no piles. A 1P SAT still buys a pile field and a heavier tracker. A 2P SAT puts more tracker steel on those same piles. Mass you do not ship does not inflate.

  • Tracker steel (Structures + Drive Tube)
  • Pile steel
01020304050t / MWdc20Alion 1P~35โ€“401P SAT~40โ€“452P SAT
Tracker steel (Structures + Drive Tube)Pile steelTotal
Alion 1P20020
1P SAT~23โ€“28~12~35โ€“40
2P SAT~28โ€“33~12~40โ€“45

700 Wp-class. Pile steel โ‰ˆ 12 t / MWdc. Tracker band = all-in โˆ’ piles. Alion has 0 piles. Not a bid.

Material inflation

Defense against material inflation

All-in DDP + installed. Alion starts lower because the package already costs less โ€” not from the same zero. 100 is todayโ€™s typical pile foundation or torque-tube tracker. Material inflation moves both. The gap is the defense.

Split Rail concrete mix
98 mยณ / MWdc
Driven W8ร—10 pile
4.5 m embedment
Alion tracker
20 t steel / MWdc
1P torque-tube SAT
~23โ€“28 t steel / MWdc

Foundation โ€” all-in DDP + installed

020406080100120140today+10%+20%+30%+40%Material inflationIndex ยท 100 = typical today38%100%50%124%Split Rail concrete mixW8ร—10 ยท 4.5 m
All-in DDP + installed ยท 100 = typical today
Material priceSplit Rail concrete mixW8ร—10 ยท 4.5 m
today38%100%
+10%41%106%
+20%44%112%
+30%47%118%
+40%50%124%

Tracker โ€” all-in DDP + installed

020406080100120140today+10%+20%+30%+40%Material inflationIndex ยท 100 = typical today88%100%104%121%Alion ยท 20 t1P SAT ยท ~23โ€“28 t
All-in DDP + installed ยท 100 = typical today
Material priceAlion ยท 20 t1P SAT ยท ~23โ€“28 t
today88%100%
+10%92%105%
+20%96%111%
+30%100%116%
+40%104%121%

Split Rail starts well below a driven W8ร—10. A jump in mix or steel price does not catch the pile up โ€” it still has more steel to inflate.

We ship less tracker steel. When steel prices rise, a 1P SAT moves more than we do. The gap is the hedge.

USA example. 700 Wp-class. Material inflation on all-in DDP + installed. Tracker steel is all-in minus piles. Alion 20 t / MWdc. W8ร—10 H-pile, 4.5 m. Not a bid.