Orcadian Energy Plc · LSE:ORCA
Orcadian Energy — Independent Power — ADIPEC 2025
15 slides from Orcadian Energy's conference presentation, November 2025
Slide 1: Next Generation Power Systems for the New Digital Era
Next Generation Power Systems for the New Digital Era Ana Gorgyan Independent Power Corporation PLC Brought to you by
Slide 2: Independent Power Corporation PLC
Independent Power Corporation PLC • British Power Developer • 30-Year Track Record • Delivering Reliable, Conventional Power • 10 GW of Ownership / Operatorship • 7 GW New Projects Karaganda GRES II Newcastle Cogeneration 608 MW Coal 18 MW CHP Syn Gas Second largest coal fired First IPP in South Afr
Slide 3: How AI is Reshaping Power Demand
How AI is Reshaping Power Demand IPC is reshaping its portfolio to deliver reliable, sustainable energy for a new generation of power users. ➢ AI drives innovation and optimisation ➢ AI is the fastest-growing electricity consumer ➢ Power intensity of AI doubles approximately every 18 months ➢ Challe
Slide 4: Our Vision: Behind the Meter Generation
Our Vision: Behind the Meter Generation ➢ Behind the Meter Generation advantages: • Independent from grid stress • Control electricity costs Offshore Added flexible Windfarm • (1,000 MW) Inter-array • Holistic Design Private Wire 66 kV National Grid Offshore Onshore 220kv (AC) (250 MW • Carbon-consc
Slide 5: Integrated Hybrid Systems
Integrated Hybrid Systems Optimised Hybrid Energy Mix ➢ ~70% Renewable (Offshore wind) ➢ ~30% Dispatchable (Gas turbines peaking + Fuel cells base) ➢ Battery storage for second-by-second balancing / SOFC ➢ + Smarter Load Shifting (AI helping AI) ➢ Hybrid generation strategy: ➢ At IPC, we take integr
Slide 6: Example of Offshore Gas & Wind Integration
Example of Offshore Gas & Wind Integration ➢ Hybrid & Co-Location Concept: • Shared grid connection and substation ➢ Flagship hybrid project in Southern North Sea Grid Export MW GWh • Optimised capex & opex Capacity Grid Export Limit (A) 1320 11,563 100% • Higher transmission asset utilisation: Offs
Slide 7: Example of Integrated Hybrid System
Example of Integrated Hybrid System No Reserve Parameter Value Comment Peak Load 650 MW Data centre peak Offshore Wind Capacity 0.70 x 650 = 455 MW Primary energy source Fuel Cell Capacity 0.10 x 650 = 65 MW Must run ≥ 30% of 65 MW → 19.5 MW minimum Gas-Fired Capacity 0.20 x 650 = 130 MW Flexible di
Slide 8: Integrated Hybrid System – No Reserve
Integrated Hybrid System – No Reserve 24-Hour Dispatch Profile 1200 AI Load Impact on Autonomouse Hybrid Power System with Low Wind 1000 BESS SOC Afternoon load declining 800 Morning Peak Wind picking up Low DC load →BESS discharging BESS charging ~50% wind High Load, No Wind →Gas + Fuel Cells rampi
Slide 9: Integrated Hybrid System – 12-hour back-up
Integrated Hybrid System – 12-hour back-up To achieve 12 hour back-uupin low-carbon design we implement hybrid approach combining additional redundancy with fuel cells, gas and BESS, and operational strategies like load shifting or partial curtailment for non-critical loads. ✓ Balances reliability e
Slide 10: Integrated Hybrid System – 12-hour back-up
Integrated Hybrid System – 12-hour back-up Hybrid Energy System with 12-hour back-up 3400 BESSBESS SOCSOC 2900 2400 1900 Hybrid Energy System with 12-hour back- MW BESS SOC up 1400 12 hour wind outage 800 End of outage BESS discharges heavily Wind returns 700 SOC is low 900 Gas and Fuel Cells Maxed
Slide 11: Tier 3 & Tier 4 Redundancy Requirements
Tier 3 & Tier 4 Redundancy Requirements ➢ 7-day simulation for proposed mix (70 % offshore wind, 10 % fuel cells, 20 % gas, plus 200 MW BESS) assuming: Wind output: Highly variable, with a 3-day calm period dropping to ~20 % of installed capacity. Fuel cells: Constant 65 MW. Gas Turbines: 195 MW, di
Slide 12: Tier 3 & Tier 4 Redundancy Requirements Served
Tier 3 & Tier 4 Redundancy Requirements Served Solution: 1. Additional gas/fuel cell capacity to cover ~ 80% of peak load 2. Longer duration BESS with spare capacity 3. Load shifting to smoothen out load and make use of available power sources Component Unit Capacity Units (N+1) Total Power Fuel Cel
Slide 13: Intelligent Control and Optimisation
Intelligent Control and Optimisation ➢ Managing these hybrid systems requires advanced controls. That’s where the AI-driven centralised dispatch system comes in. ➢ It monitors generation, load, and maintenance in real-time, optimising efficiency, extending asset life, and reducing stress on equipmen
Slide 14: Closing: From Vision to Implementation
Closing: From Vision to Implementation ➢ What’s exciting is that all this technology exists today. ➢ The challenge isn’t technical feasibility. It’s bringing the right mindset, partnerships, and forward-thinking customers together to implement it. ➢ Data centres, for example, are already embracing d
Slide 15: THANK YOU
, I c eM = Ls! cig al fy Mii ADIPEC ADNOC A Brought to you by dmg::events