Fabian Velez | 00:53
Hello.
I mean, okay, the hundred dom or no, okay.
Cartool. INTC. Okay.
mgarcia@recomspr.net | 02:02
Hello?
It's a good idea, Danny.
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Fabian Velez | 06:13
That continued.
mgarcia@recomspr.net | 06:17
No.
Speaker 3 | 07:24
Hello everyone.
mgarcia@recomspr.net | 07:36
Hi everyone sorry give me five minutes by I financer call. Sorry for the wait. No worries. Migan. Of course.
Hello everyone. Take any of tea? They give.
All right, good morning everyone.
Speaker 4 | 08:56
Good afternoon [Laughter] Osman. So maybe I will say good morning if you call me.
mgarcia@recomspr.net | 09:10
It's fine, it's not no worries. [Laughter] Okay, so e just checking, is everybody from Gotham's here? Yes, I think we can start. Okay, Marcella, is everybody from Loom present?
Speaker 3 | 09:36
Yes, the only ones who's not on is Bill Gannon. He is going to be optional. I think he's on vacation and I believe you may need to end the call early, if I remember correctly.
mgarcia@recomspr.net | 09:46
Yes, I do. Marcella, I got a half an hour.
Speaker 4 | 09:48
So we can.
Speaker 3 | 09:48
But. Okay, all right, otherwise we're good to go.
mgarcia@recomspr.net | 09:52
All right, good to go, then. So thank you, everybody, for joining. The reason we're here is to discuss... Amy, I'm going to share my screen here and maybe as can share later because they do want to discuss some of the points regarding the report that Loom sent us, regarding the San Juan application that Gossam is being considered for. So we are here to discuss technical points or specific technical points for this application. There are some... Obviously, MA did an analysis on the project viability. How is it viable to add the 200MW on the San Juan lines? To my understanding...
MA can correct me on this. The... What the report states is that 200MW at this point would compromise the system on various points. I believe it's one of these but compromise the lines and on the breakers on certain points it would over... It would could cause an overload on certain points towards Monasjo, correct? So that to this is just... Certain points to get to the central hub, am I correct on that assumption?
Speaker 5 | 11:49
That is correct.
mgarcia@recomspr.net | 11:51
Okay. So... EI send this information to Gossam. The Gossam teams reviewed the information and reached out to me saying that they would like to discuss certain points with Loom regarding the report.
So if the Gossam seems... What would they like to... I start to see what the specific points they want to discuss.
Speaker 4 | 12:26
Okay, can I start yeah.
mgarcia@recomspr.net | 12:29
Go ahead.
Speaker 4 | 12:30
So this study is based on some analysis. So regarding if any failure on the system, it will create overload. So basically our system what we are creating, which includes load shedding and generation shedding.
So on several countries we have similar issues. We can adapt our system so it will go with 200 but if it's any failure... So we can manage with our system with our generation shedding and load shedding system.
So we will protect the system. That is the point. Now the system is working, we need one contact from you, and we will reduce our generation accordingly in milliseconds. We have several generation units, so it's very easy for us to handle this. We are totally different from how the turbines behave.
Okay, so what they are saying... I'm saying, the fails on the system will be corrected by us, which we are doing in many countries. I can say Dominican Republic. I can say most of the African countries. I can say Ecuador.
So our system is working like this. I can say in Kuwait, we are feeding them for 150 megawatts, but they did the same analysis. If it's a failure, we immediately reduce to 240 megawatts, 50% reduction. It's doable from our side, technically.
mgarcia@recomspr.net | 14:47
So what you're stating, OP, is that if needed, Gotham has the ability to obviously reduce the power at any given moment if there is any potential for overload on the lines.
Speaker 4 | 15:07
Exactly. Exactly.
mgarcia@recomspr.net | 15:09
So to my understanding, and again, Ma can correct me on this as I am as I was reviewing, their, the documentation. Is this the one and 876? Yeah, this is the one that includes only the hundred and 24. They are there feeding a hundred and 24 mW. Is that correct.
Speaker 4 | 15:47
The question to yeah.
Speaker 6 | 15:53
Can you repeat it?
mgarcia@recomspr.net | 15:55
So this graphic that I'm presenting now, is this the one that is only you presented to obviously the what you said was you presented two scenarios. So the you have a baseload of 676, and then you have two scenarios adding the 200 and adding a maximum of 124. The first scenario that we presented was.
And then the. The 200. Which would bring the system to. And to an overload on multiple points. Correct. Is this the number is the same. That's why I'm asking. Is this the graphic for the hundred and 24 mW?
It's still presenting is still presenting some points that are a potential to overload.
Speaker 6 | 16:59
In the 01:24 is on slide 27.
mgarcia@recomspr.net | 17:08
So there you are. Yeah. Okay. Okay. So you're. We're still with the 01:24 we're still getting up all these points that are overload that are potential for overloul.
Speaker 6 | 17:29
Yes, those transmission lines could overload continuously. That was an existing issue that got worse with increasing the generation at some one steam plant.
mgarcia@recomspr.net | 17:43
Okay. So one of my questions... I had sent Loma a question regarding these lines. We're still going to have this problem because obviously we know that the Inhisa project is coming to San Juan, and I don't know if they're going to use the same transmission line back to Monaso. Run to the central hub.
One of my questions was where this was considered on the Energy HESA project? Because I'm asking the question because you have a possible solution of upgrading those transmission lines to be able to hold more power. My question comes if that was considered for the HESA project, maybe we can accelerate this or move it forward to be able to accept the 200 MW in San Juan earlier in a state.
Because we know we're going to move forward obviously with the HESA project.
Speaker 4 | 19:06
So the right question is if it's contingency or not. So if it is no contingency loss over there up there, only one point will go up under 4%, that might be acceptable. Yes, that's this. So this might work, and if it's contingency, we can be able to generation shedding so you know that will have the system that will... Okay.
mgarcia@recomspr.net | 20:04
Can you wait? Can the Loom personnel walk me through the specific slides? So I am. I am able to understand correctly because I have 6706 800 with here. You tell me the okay with the 800.
Speaker 5 | 20:31
So I can give you a brief summary and then Jason can go over this study because he's the technical person here. But essentially, our focus here was to identify and generate the maximum amount of generation that we can interconnect with someone with 800 mW, including all the generation profile energies and the existing generation that we have there. We see that without any contingencies, we have this line at 38300 almost at that overload.
Yeah, this is going to be in normal operations. So that's our flag that going beyond 800 mW, our lines are already compromised. Then we went to look into contingencies to identify the ideal point for generation at that site.
mgarcia@recomspr.net | 21:42
Okay, so on slide number 25, this would be the profile if we have a temporary generation of 124 MW.
Speaker 5 | 21:55
Exactly with the other plans that we have.
mgarcia@recomspr.net | 21:59
Of course, running on Juan five and six, and the temporary generation in San Juan.
Speaker 5 | 22:08
Yeah, well, we have in... So that's... We need to clarify the plan for someone we just identified the megawatts amount and how that is going to be split. That's something we need to...
mgarcia@recomspr.net | 22:26
Okay, so the 676 considers what? Some one five and six, and the ten generation.
Speaker 6 | 22:36
Correct. You consider the female units and San Juan five and six, and in there, I consider some one seven, and that does the generation of the...
mgarcia@recomspr.net | 22:54
Yeah, I'm sorry.
Speaker 6 | 22:56
That sounds... Yeah. So the units...
mgarcia@recomspr.net | 23:01
Yeah none of this is considering obviously the ENSA project which is 500 now 400 something for I don't know the final number that's what that's why that was why I began with the question that it obviously adding 200 is overloading some lines. What happens when we add an adhesa which is almost 500?
I think I only space 400 and 500mw if this upgrade being considered before and ASA comes online. I think it's maybe 2029 e probably late. 2029 or 2030 might be coming online. So that was why I was asking.
And you don't if you don't have a if you don't have an answer, you can just say I we don't know that. I mean, I'm just we're looking for solutions. And we think the Gothens project for San Juan is a very good one.
And that was why we wanted honestly to add them there.
Speaker 4 | 24:26
E can I. Can I ask one more question?
Don't ask a question.
mgarcia@recomspr.net | 24:44
Osman, you can go ahead.
Speaker 4 | 24:47
Sorry, my line is a bit bad, so can we go back to the list of the generation? Of course. So all these generation units are as it is right now or it's installed capacity.
mgarcia@recomspr.net | 25:09
So all the green. These are the TE the TED units here EI believe.
Speaker 4 | 25:20
I mean it's the operational conditional.
mgarcia@recomspr.net | 25:23
It's... These are the peakers, yeah. So all these are peakers and this is someone five and six.
Speaker 4 | 25:33
Yeah. I mean it is installed capacity running condition.
mgarcia@recomspr.net | 25:37
Yes, it is installed capacity.
Speaker 4 | 25:40
So if it's in to capacity, real generation will be much more or less than this. That's what I'm asking. I mean why we are in a situation. So the real generation is 800mW or less.
mgarcia@recomspr.net | 25:59
That is what Loom is stating. Loom is stating that the transmission lines from San Juan to the central hub, the central hub, emerging from San Juan may be overloaded if we go above 800mW. Considering what is already installed.
What they're stating here is that they think what their report states is that 124 is what they think that is the maximum that they can add to that line. They're bringing it to the maximum point before overload.
Speaker 4 | 27:03
If it takes a risk if it's a contingency loss. So, without contingency loss, it seems it's 105%. So, according to our experience, it may work even with 876 mW. I'm just checking if it's no contingency loss, that's 104.
As I know this, all this calculation. It will work, of course. We have to prove it in the condition.
mgarcia@recomspr.net | 27:53
Of course, and we are not taking into account that all these units are not running 100% all of the time.
Speaker 4 | 28:03
Yeah.
mgarcia@recomspr.net | 28:04
These are peakers and some one five and six, even though potentially they could run a hundred and thirty, they normally don't.
Speaker 4 | 28:16
So with all these subjects, I do recommend going with 200 megawatts and with the system what I have, which will protect the grid.
mgarcia@recomspr.net | 28:38
So, right, no.
Speaker 6 | 28:41
So basically, the study is focused on identifying what is the point of generation in San Juan steam plan. Before a transmission line could get to 100% on base case conditions without contingency like I... We identify that the transmission line with the current capacity as San Juan steam plan... Let's state that 676 MW. That transmission line could get overloaded under certain contingencies.
But on base case conditions, it doesn't get overloaded with that capacity at San Juan. But if we go to 800, that transmission line on the base case conditions, could get to 100%. So that's the point that we identify like no matter how we... If it is ASA or the Annera units that we are serving from someones to implant.
Right now the limitation is Line 38 at 300 and when we have an 800 MW San Juan steam plant.
mgarcia@recomspr.net | 30:10
Okay, is that, Gotham and Themes is that clear?
Speaker 4 | 30:20
It is clear. But still... I am staying on my desk, and it seems it will work on my side.
mgarcia@recomspr.net | 30:33
Okay, we're going to have to come to an understanding. If the project is obviously deployed in San Juan for the 200MW existing and the generation... Let's say most of the generation in San Juan is coming from Peaker units that are going to be operating at some points during the day depending on the great necessity and obviously on MA deployment of the units so it could work.
We had to talk it through because that would mean if Gotham's is applying continuously at X percent, there will be less usage of the Peaker units, not to overwhelm the system.
That's not what we want to do, obviously, because we don't want to have a one-second graph. That's not what we want to do because that would compromise... It would not let us use some generation if needed and that if we have to...
Because that's one of the most important points for this project is the ability to be able to do maintenance on the main units and San Juan, Cosasur, Paloseco, and take them offline so we can do maintenance correctly and not be being able to inject the 200, and it would be a problem, at least on my point of view, because we are going to need them.
I see... Lomas' point. Obviously, there are many overlook points, that could be compromised if we're running the full units, the full San Juan capacity with the TE units and the injection of the TE generation.
But we have to see if there's a way we can make that work, if there's... If the answer is a straight no, obviously, we're having this meeting because I... Their solutions... I just want to know if their solutions are viable and if they are on the Loom plan at any point in the next foreseeable future. I guess. I guess that's what I want to know. E so we that we can make this project work? Go ahead, Raf.
Speaker 7 | 34:03
Yeah. What I was going to say is from my understanding without any changes on the or grade on the transmission system. I understand from diss steam that 800mw is kind of the limit for the output of San Juan. That that's fair so far, correct?
Yeah.
mgarcia@recomspr.net | 34:23
So...
Speaker 7 | 34:24
Yeah, we currently have in working condition some are under maintenance right now. One is a breakdown, but we expect the units to come back in service. There's about 870MW of working capacity.
So that would be some one five and six at 220 each and then you have 717 and 9 at 100 each. So we're now at 06:20 plus the 1020 5MW speakers that are currently installed. That's 250MW. So that's about 870. Very infrequently, we have seen in the past that all of these units are fully available at full capacity.
So historically, we've seen... It's always one that's in maintenance or in breakdown or has some sort of limitation. So we haven't, I would say, in recent years, faced a situation where we do the 800MW. Now if we had 200MW at one, the risk or the situation where we can hit that 800MW is going to become much more probabilistic.
And if this comes to happen, I think at that time, it's going to be limiting the output at the plant and it's going to become a security-constrained economic dispatch, which is going to bring the commercial aspect of the contract. Miguel, which we haven't seen and I don't know if it's available at this point in time.
So it's going to be the cheapest first and then the most expensive last. Then I don't know if there's other take or pay or what the commercial aspect of that looks like, but that's definitely something that we would have to consider on how the interconnection point is going to be managed.
So... So we don't have... My point is the 800 mW is a great part but for the viability of the project, I think the commercial terms need to be assessed.
mgarcia@recomspr.net | 36:33
Yeah, I understand at this point, we are still on the point of negotiating with Goss. We are not in the liberty of sharing that information but we wouldn't be sitting here with LLaMA and Gemini if we didn't think that this project would be viable and that commercial terms were acceptable for us.
So that was why I was... One of my questions and still is one of my questions regarding the upgrades for those lines if Loom has in their plans upgrades from those lines in any foreseeable future.
I don't know, I'm not shooting in the dark. I just don't know if those lines are the same ones that are going to be affected when energy is online, which is I believe 528 MW additionally that has come online or if new transmission lines are going to be built to deal with that additional energy generation.
Then why I'm asking this is because this being a potential 10-year contract would give us an opportunity to start and to move if those upgrades are in Loom's plans in the foreseeable future, maybe we can move them along to be able to accommodate this generation.
If not, then that's fine. We can find all the alternatives, but I... Since you obviously... In your report and I... I don't want to be the repetitive guy, but obviously, since you put in your report that there might be a possible solution, I'm not putting anybody on the spot and saying, "You said this." No. There might be a possible solution.
Thank you for trying to find a way to accommodate our project. Then I just want to see if there's a way. Or there's a way we can work through it even if we come to an understanding that at the beginning we have to start at a minimum of 124. Saying obviously that...
That's not what I'm saying, but I'm going to start on 724. But even if that means that we will start at 124 and then move forward to increase that capacity after the time goes on. I'm just trying to find solutions, obviously, for us to work. Does that make sense?
Speaker 5 | 40:01
Yes, it does. I was reviewing really quickly the network upgrades that were identified for ASA, and I only see the line 38300, which is one of the lines identified here, but for the other one, it is not included in the energy study.
I will need to go back and look at the specifics of what capacity was recommended to be upgraded. But at least that line was identified in that previous study.
mgarcia@recomspr.net | 40:36
Okay, so good. That gives us at least... Thank you, Taisha. That gives us at least something to work with. We can talk through that further if we move along with this project inside one. We can talk through that if that upgrade was proposed or suggested and just to see how that was proposed. Loom was going to pay for it or... Was going to pay for it or are there any federal funds to do it?
I have no idea, but we can see that further along if you move the project along. Okay, Gotham seems... Is there anything else you wanted to discuss on this report?
Speaker 4 | 41:45
No. But, as I mentioned, if we avoid the contingency loss with the system, it may work. It will be positive, but they have to check again, and they have to consider this.
mgarcia@recomspr.net | 42:11
Okay. I just want to stress that this is very important. Osman Loom made this, report. E well, thank you, Loom for doing this and taking the time to do this. But as we previously stated, not in the conversation that we have before any work that Luma has to do beyond and the any interconnection has to be paid by the proponent.
So we're trying we're we don't want to commit them to do any work until we reach an agreement. And then maybe we can do maybe. Lu obviously before the any interconnection or any anything is finalized, we'll do a deep dive on any interconnection that needs to be done for this project to work. Am I? Am I correct on that assessment, Marcella?
Speaker 3 | 43:18
Yes. Excuse me, sir, I'm having trouble this morning. Yes, we would need to understand the work that would be required and identify the costs that would need to be paid by the proponent. Loom cannot do anything that's not in its current plan.
mgarcia@recomspr.net | 43:33
Yeah, so Osman, to your point. Yes, obviously Marcella is more than willing. They have been very cooperative and more than willing to help us. But their cost regarding the services that they need to provide... We need to figure that out before we can actually assign them work.
So before that happens, obviously, we have to think about what we're going to do going forward for this project. If the San project does move forward as intended, then we will get in touch with Osman and Loom to start conversations about the work that needs to be completed on the transmission, whatever needs to be done to accommodate the project, and the cost of those works.
Speaker 4 | 44:27
Yeah, clear. So that automation part... I mean, that would be no cost to Loom. Everything we manage... So if it's requested, we will do all this.
Speaker 3 | 44:44
As... I have a question for you, and you've done this in other countries, especially about the load shedding and dispatch. What costs have other customers paid? Do you know, or is it always dependent on agreements? I just didn't know if there are fine or hard lines of these are the things that you did not pay for as a company? No, there's not. Or you can't share.
Speaker 4 | 45:11
There's a system in the Dominican Republic. How they call the system now? Everyone after us. Everyone applied for this, so it's most of them. Now doing it is a common rule in the country, so maybe everyone is paying something for this, but it is nothing that's not big money.
So it's just a shared system. But it will not have any additional cost to Roma. It's just the protection of the system. If you have any failure, you protect the system. I will decrease my generation. That's the point. Nobody will affect. The others will continue. They like...
Speaker 3 | 46:16
Okay, Miguel, I think we need to look into... TA gave us a little bit more, but Loom, we need to look into the line upgrade under energy energies and figure out what was proposed there. To your point, I don't know. Tech, if I can work with you offline or figure out who I should go work with,
we need to do a little follow-up on that regarding the dispatch of the existing contracts. Is that something that was... Miguel, I think you said generation dispatch would be discussed later at some point. The issue Raphael raised.
mgarcia@recomspr.net | 46:52
Yeah, the thing is, obviously, we are in the process of still continuing negotiations with Customs, and to this point, we cannot share any of the contract specifics. So yes, I understand Raphael's point that the dispatch is based on the pricing.
So that is a very important point. This is one of the points that I think is why this project, this E-gas project, is important for us. Once obviously that is finalized, and that information will be shared with Loom through the specific details.
But yeah, I understand that point. I am...
Fabian Velez | 47:50
So I feel like Paradom doesn't understand what's going on.
mgarcia@recomspr.net | 47:52
Okay, Loom, is there anything else Mark that you want to add once you finish?
Fabian Velez | 47:53
Netflix. My one brother... Because now... Can you hear about...?
mgarcia@recomspr.net | 48:06
If you want, you can call me anytime with Taisha or Marcella, and we can figure that upgrade to bring it to the board and say this can be done, but this needs to happen, and maybe we can see how we can push that forward.
Speaker 4 | 48:24
And...
mgarcia@recomspr.net | 48:26
Then once you have that, just give me a call.
Fabian Velez | 48:30
But then let's take care of action is offer.
mgarcia@recomspr.net | 48:31
Okay?
Fabian Velez | 48:32
Right. And then.
mgarcia@recomspr.net | 48:33
If there's anything else from Ma, I thank you for joining the call. Gotham's teams. If you could stay on the call just for a second, I would like to discuss some other points.
But I would like to thank the Loom team for joining, being responsive to this, and just reaching out to me if you need anything.
Speaker 3 | 49:01
Thank you.
Speaker 8 | 49:01
Before we go separate ways, can I ask Lu Matima a question?
mgarcia@recomspr.net | 49:06
Go ahead.
Speaker 8 | 49:08
How much were the FEMA units evacuating from Son Huan?
Speaker 7 | 49:13
Currently, it's about 250MW. There are ten units of 25MW installed.
Speaker 8 | 49:21
Okay, thank you. Of like I think cost wise, we would potentially displace like I am not sure of the costs, just assumptions. But of course, the displacement of existing units might not be super interesting as well as it's it doesn't bring many additional megawatts.
Speaker 7 | 49:48
Yeah, that was my original question about commercial... Okay.
mgarcia@recomspr.net | 49:56
Thank you. All right, anything else? Mathams?
Speaker 8 | 50:06
No, not for Loom, just... Yeah, contractual things with you later.
mgarcia@recomspr.net | 50:11
Okay, perfect, thank you very much. Thank you.
Speaker 8 | 50:19
Thank you, everyone. Bye.