Infraestructura, una de las industrias que innovará en la generación de energía

Por ser una fuente de energía eléctrica estable y la más segura, los generadores de energía cada vez adquieren más importancia e incorporan a nuevos usuarios. Estos equipos solventan la necesidad de energía eléctrica confiable ante una falla en el suministro de red eléctrica y pueden abastecer de electricidad, desde las necesidades del hogar hasta las de las grandes industrias por largos periodos de tiempo. Por ello, no se necesitará un mismo generador eléctrico para el funcionamiento de una computadora ante la falla del suministro de red, que un equipo para proveer de electricidad a una obra en construcción, por ejemplo.

Frank Moreno, director senior de Marketing y Desarrollo de Distribuidores de Generac en Latinoamérica, explica que la pérdida de energía significa una merma en los ingresos. Por lo que, en algunos casos, podría significar un daño irreparable a la reputación comercial.

Según especialistas, en el 2018 serán, al menos, cuatro las industrias que harán un mayor uso de equipos de generación de energía eléctrica: Minería, Petróleo y gas; Infraestructura y Telecomunicaciones.

1) Minería: Hoy en día, el sector minero se enfrenta a nuevos retos, por lo que el suministro eléctrico es indispensable para la operación en mina. De acuerdo con datos publicados por BNAmericas en su reporte de inteligencia “Outlook 2018 Minería y Metales”, la mayoría de los metales de Latinoamérica comenzarán el 2018 con precios más altos que hace un año. Este comportamiento de precios representaría mayores ingresos para los productores y repercutiría muy probablemente en un mayor interés por parte de los inversionistas del sector, quienes podrían decidir que es momento del crecimiento. Además, la publicación señala que “es probable que la mayor confianza del mercado lleve a los inversionistas a una mayor aceptación de los riesgos sociales y políticos de la actividad minera que caracterizan los entornos operativos de los diferentes países latinoamericanos, que en algunos casos podrían aumentar».

2) Petróleo y gas: Cuando las empresas se enfrentan a limitaciones de tiempo miran la necesidad de contar con equipos de generación de energía y poder concentrarse en la realización del trabajo y así mantener la operación y el funcionamiento en el campo de Petróleo y gas.

Según lo menciona “Market Views for the Fund Investor”, Latinoamérica cuenta con más del 20% de las reservas de petróleo mundiales, lo que la hace la segunda región más importante de yacimientos del mundo.

De acuerdo con pronósticos de la OPEP, 2018 tendrá un incremento en la demanda del crudo que producen los países miembros de esta organización, lo cual aunado a una serie de ajustes para reducir el exceso de oferta, apuntaría a un mercado global “más ajustado”, llegando incluso al déficit. Esta tendencia mantendría un precio de petróleo más elevado, lo cual conllevaría a un mayor interés y confianza por parte de los productores del sector para realizar inversiones.

3) Infraestructura: La inversión sostenible en infraestructura y la innovación son motores fundamentales del crecimiento y el desarrollo económico. El transporte masivo y la energía renovable son cada vez más importantes, así como también el crecimiento de nuevas industrias y de las tecnologías de la información y las comunicaciones.

Cabe resaltar que los propósitos de inversión en el sector de infraestructura se mueven en un terreno prometedor para el futuro inmediato, debido en gran medida a que los proyectos y obras de iniciativa gubernamental  se han abierto cada vez más a la participación de capitales privados. De hecho, el portal especializado Infralatam, en su publicación denominada  “La Infraestructura en el desarrollo de America Latina”, señala que la inversión privada en proyectos de infraestructura en América Latina alcanza un nivel de participación del orden del 30%, superior al promedio global que es del 10%.

Por su parte, BNAmericas, en su Reporte de Inteligencia titulado “Outlook 2018 Infraestructura”, menciona que “la inversión pública en infraestructura ha venido disminuyendo en la mayoría de los países de América Latina… Ante esto, los gobiernos han potenciado la inversión privada mediante distintos modelos de asociación público-privada (APP)”.

Gracias a estos esfuerzos conjuntos, bajo el esquema de participación APP, ha sido posible concretar diversos proyectos de obra pública y sociales, existiendo aun diversos proyectos que seguramente mantendrán luciendo atractiva la inversión en infraestructura dentro de la región.

4) Telecomunicaciones: Esta industria requerirá de soluciones confiables de energía de respaldo, a fin de proteger sus negocios y rentabilidad de su infraestructura, incluyendo: torres de radio, Data centers, redes de retorno y hubs, y de esta manera, salvaguardar la experiencia de los clientes.

“Las telecomunicaciones en América Latina muestran un avance continuo y son el sector de mayor dinamismo, impulsado fuertemente por la inversión privada”…“En términos de su penetración, la banda ancha fija alcanza al 35,4 % de los hogares, con un crecimiento anual promedio del 13 % entre 2009 y 2013. La banda ancha móvil (definida como la adopción de dispositivos inalámbricos de tercera o cuarta generación), por su parte, ha tenido un crecimiento explosivo del 93 % anual”.1

Frank Moreno comenta que en general, los sectores energético, metalúrgico y de construcción serán algunos de los sectores que mostrarán estabilidad a lo largo de 2018.

Justo en el reporte ‘Corporaciones no financieras de América Latina: previsiones 2018’, Moody’s mantiene una perspectiva macroeconómica de un crecimiento estimado del PIB mundial que va de 3 a 4 por ciento.

Finalmente, el ejecutivo asevera que la manera de construir confiabilidad en un sistema de energía de reserva, desde la elección del combustible hasta la configuración del generador, es contar con una amplia gama de productos necesarios para ayudar a configurar el sistema de energía adecuado para su aplicación, así como la experiencia necesaria para ayudar a asegurar que su sistema cumpla con las normas nacionales y locales apropiadas, evitando costosas interrupciones del negocio a causa de apagones.

 

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