OVERVIEW OF ENERGY SECTOR IN VIET NAM AND PARTNERSHIP INVESTMENT OPPORTUNITIES - Nguyen Thai Son - ASEAN-KOREA CENTRE
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27-6-2012
OVERVIEW OF ENERGY SECTOR IN VIET NAM
AND PARTNERSHIP INVESTMENT OPPORTUNITIES
Nguyen Thai Son
Director of Planning Department
General Directorate of Energy – MOIT
Content
Overview of socioeconomic
Strategy for national energy development
Current status and development plan
Power sector
Renewable energy sector
Oil and gas sector
Coal sector
Investment proposals
Q&A
1
Introduction
Overview of socialeconomic
Current status and development plan
Area 331.150,4 km2
Population 86,2 mil
Number of provinces 63
GDP growth rate
- 2006-2010 7%/year
- Year 2011 5,9%/year
- First 4months of year 2012 4%
- Planning for period of 2011-2015 6,5-7%/year
2Development stratery Strategy for national energy development (Decision 1855/QĐ-TTg dated 27th December 2007) - - Energy development must be closely linked to national social - economic development strategy and ensure a step ahead at high speed, sustained, coordinated, diversification of energy sources and energy saving technologies. - Gradually set up the energy market, diversification of ownership and business methods, aims to satisfy the best interests of consumers. Accelerate the abolishing subsidies and remove exclusive, advanced to eliminate the implementation of social policy through energy prices; - Synchronized and rational development of energy system: electricity, petroleum, coal, new and renewable energy, including interest in clean energy development, priority development of new and renewable energy; - Improve efficiency, energy efficiency business. Focus on investment in energy efficiency, reduce losses; - Development of energy tied to preserving the ecological environment, ensuring the implementation of sustainable energy development. 3
Power sector
Current status & devpt. plan
Current status – Generation share & load growth
2011
Total installed capacity 23500MW
Commercial electricity 93,8 bil kWh
Electricity growth rate
Period of 2006-2010 13,7%
Year 2011 9,5%
CURRENT STATUS OF GENERATION SHARE
Depend on owner Depend on kind of source
Nhập khẩu Khác
PVN 4% 1%
10%
IPP, BOT nước Nhập khẩu Khác
ngoài 3.7% 2.8%
10%
Thủy điện
Tuabin khí 40.3%
33.1%
TKV EVN
3% 54%
Cổ phần
15% Tư nhân
3%
Nhiệt điện chạy khí
4
Nhiệt điện dầu
2.7% Nhiệt điện than 2.3%
15.1%Power sector
Current status & devpt. plan
Current status – Grid
Substation
Voltage Line (km)
(MVA)
500kV 3,890 10,650
Substation
Voltage Line (km)
U« n g BÝ
(MVA)
220kV 10,015 22,004
110kV 13.449 5.960
Ph-ícLong
6-35kV 135,371 39,804
LV 240,424
5Power sector
Current status & devpt. plan
Viewpoints for development
a) Development of the power sector must be associated with national social -
economic development strategy, ensure enough electricity to supply the
national economy and social life.
b) Efficient use of energy resources for power development internally the
country, combined with the import of power, reasonable fuel imports,
diversification of primary energy sources for electricity production, fuel
conservation and ensure energy security for the future
c) Gradually improve the quality of electric power to
provide electricity services to the increasing quality. Implementation of the
electricity price under the market mechanism to encourage investment
in power sector development and encourage the use of power saving and
effective.
d) Power development along with protecting natural resources, environmental
protection ecological guarantee the country's sustainable development
e) Progressive formation and development of competitive electricity markets,
diversifying forms of investment and trading. Only State monopoly transmission
grid to ensure the security of national energy system.
f) Development of power sector based on the rational use and
effective source of primary energy resources of each region; to
continue promoting rural electrification, guaranteed to provide full
and continuous and safety for electricity demand in all regions nationwide.
6Power sector
Current status & devpt. plan
Development Plan – Generation share
& elect. growth rate
Electricity growth rate
Period of 2011-2015 14,1-16%/yr
Period of 2016-2020 11,3-11,6%/yr
Period of 2021-2030 7,8-8,8%/yr
160,000
140,000
120,000
Nuclear Power
100,000
Renewable Energy
80,000 Imported
Coal Fired Thermal Power
60,000 Oil and Gas Fired Thermal Power
Hydropower & Pump Storage
40,000
20,000
0
2015 2020 2025 2030 7Power sector
Current status & devpt. plan
Development Plan – Transmission grid
CHINA
Thac Ba
Lai Chau
Viet Tri Soc Son
Son La PhLaiUong Bi
Chem
Ha Dong MaiaDong Quang Ninh
Hai Phong
HOA BINH Thuong
Din Tin
Nhoh Quan
Ninh Binh
LAOS Thanh Hoa
NORTHERN
REGION
Vinh
Ha Tinh
CENTRAL
Dong Hoi REGION MAP FOR NATIONAL
Quang Tri
POWER SYSTEM PLANNING TO 2030
Da Nang
Ban Sok Doc Soi
Yaly Vinh Son NOTE
Plei Ku 500kV: 500kV line (- 2020)
Quy Nhon
Sam Bor 500kV: 500kV line (- 2010)
CAMBODIA Krong 500kV: Existing 500kV line
Buk SongHinh 220kV: Existing 220kV line
D.Nai3&4Di Linh Nha Trang 500kV substation(-
Da Nhim 2020)
Thac Mo
500kV substation(-
Tan Dinh Tri An Bao Loc 2010)
Existing 500kV
Song
NhonMayTrachNuclear Power
Hoc Mon substation
Existing 220kV
Phu Lam Phu My
Nha Be substation
O Cai Lay B Ria SOUTHERN
Rach Gia TrNoc a
Existing TPP
Mon REGION
a
8Power sector
Current status & devpt. plan
Development Plan – Construction volume
500kV transformer
Period of 2011-2015 Period of 2016-2020 Period of 2021-2025 Period of 2026-2030
Region No. Cap. No.
No. of No. of Cap. No. of Cap. No. of No. of No. of Cap.
of (MVA of
stat. transf. (MVA) transf. (MVA) stat. transf. transf. (MVA)
stat. ) stat.
Northern 8 11 6750 11 13 13100 11 14 12700 6 9 7500
Central 1 2 900 4 4 2400 1 1 900 4 4 2550
Southern 11 14 9450 11 13 11250 10 13 10800 10 13 10350
Total 20 27 17100 26 30 26750 22 28 24400 20 26 20400
500kV transmission line
Period of 2011-2015 Period of 2016-2020 Period of 2021-2025 Period of 2026-2030
Region No. of trans. No. of trans. No. of trans. No. of trans. Length
Length (km) Length (km) Length (km)
lines lines lines lines (km)
Northern 8 1443 18 2015 7 680 5 760
Central 3 1074 4 630 0 0 3 920
Southern 13 1361 11 1890 3 1554 6 1044
Total 24 3878 33 4535 10 2234 14 2724
9Power sector
Current status & devpt. plan
Development Plan – Construction volume
220kV transformer
Period of 2011-2015 Period of 2016-2020 Period of 2021-2025 Period of 2026-2030
Region No. No. No. No.
No. of Cap. No. of Cap. No. of Cap. No. of Cap.
of of of of
transf. (MVA) transf. (MVA) transf. (MVA) transf. (MVA)
stat. stat. stat. stat.
Northern 68 74 155438 75 82 18063 64 76 17400 72 87 21250
Central 22 24 3925 20 20 3750 26 27 6000 26 27 5750
Sounthen 47 73 16500 56 75 17250 66 81 19375 78 107 26250
Total 137 171 175863 151 177 39063 156 184 42775 176 221 53250
220kV transmission lines
Period of 2011-2015 Period of 2016-2020 Period of 2021-2025 Period of 2026-2030
Region No. of trans. No. of trans. No. of trans. No. of trans. Length
Length (km) Length (km) Length (km)
lines lines lines lines (km)
Northern 60 3864 41 1584 44 1606 31 2168
Central 28 2867 15 1546 9 1362 5 916
Sounthen 70 3906 45 2175 41 2584 41 1936
Total 158 10637 101 5305 94 5552 77 5020
10Power sector
Current status & devpt. plan
Development Plan– Capital investment
Total Capital Investment needed/ Average Capital Investment per year (Bil. USD)
2011- 2016- 2021- 2026- 2011-
Items 2015 2020 2025 2030 2030
I- For Power 22,076/ 28,830/ 27,005/ 32,441/ 110,322/
generation 4,415 5,766 5,401 6,482 5,516
7,245/ 10,523/ 12,345/ 15,868/ 45,981/
II- For Grid 1,449 2,105 2,469 3,174 2,299
29,321/ 39,353/ 39,349/ 48,280/ 156,303/
Total 5,864 7,871 7,870 9,656 7,815
Investment ratio of power project in period of 2011-2020
Capacity
No. Investor Investment ratio
(MW)
1 EVN + TKV+PVN 26.874 49,49%
2 BOT 16.128 29,70%
3 IPP + Others 11.292 20,80%
Total 54.294 100,00%
11Power sector
Current status & devpt. plan
Roadmap for electricity tariff
Competitive Generation Electricity Wholesale Market Electricity Retail Market
Market
(VCGM)
2010 2014 2016 2022 2024
Pilot Full Pilot Full Pilot Full
Operation Operation Operation
Operation Operation Operation
12Renewable Energy sector
Current status & devpt. plan
Avoided cost tariff
(Decision 18/2008/QĐ-BCT dated 18th July 2008)
-The avoided costs of the national power system is
calculated when there is a (01)kWh power from small power
plants using renewable energy is emitted into the distribution
grid;
-Avoided costs as production
costs of the generator 1kWh have the highest cost in the national
electricity system, these costs can be
avoided if buyers purchase1kWh from a small power
plants using renewable energy replacement.
SUPPORTING MECHANISM FOR WIND POWER DEVELOPMENT
PROJECS (Decision 37/2011/QĐ-TTg dated 29th June 2011)
• Underwriting electricity produced from grid-connected wind
power plants;
• Investment incentives, taxes, fees;
• Preferential land infrastructure;
• Support price of electricity for grid-connected wind
power project
13Renewable Energy sector
Current status & devpt. plan
Development Plan– Resource
Capacity of Renewable Energy on-grid (MW)
Capacity 2011-2015 2016-2020 2021-2030 2011-2030
Total 1198 2408 9588 13194
Wind power 213 780 5200 6193
Small Hydro power 895 1100 2380 4375
Biomass (solid) 50 305 1500 1855
Waste 39 100 200 339
Geothermal 0 80 198 278
Solar power 1 9 45 55
Biogas 1 34 65 100
Capacity of Renewable Energy off-grid (MW)
Capacity 2011-2015 2016-2020 2011-2020
Solar system 12,3 10 14
Small Hydro power (off grid) 31,2 25,6 58
Biogas 1,3 1 5
Wind power-diesel system 3,6 3 8
Solar-diesel system 4,6 3,8 8
wind-diesel-solar system 3.6 2,3 9
14
Total 56,7 45,7 102,4Renewable Energy sector
Current status & devpt. plan
Development Plan– Capital investment
For grid-connected electricity from renewable energy sources
for the period of the chosen scenario (20 years) with average
investment rate of 1.34 million USD/MW (13.194MW). However,
this capital will be invested by the mobilize capital of enterprises.
Capital estimated 350.000 billion VND.
For electricity from off-grid renewable energy source: Total
investment of 14.969 billion VND. This support capital is invested
by the state.
For renewable energy use for heating: The total investment
for the period was 42,000 billion VND. This capital is invested by
people for household equipment and installation. It will be
considered a small support in the early stage to stimulate using
renewable energy movement and market development.
The total subsidies for the basic plan implemented in the
period from 2011 to 2020 with the current calculation is 20.773
billion VND. In particular for electricity from renewable energy
on-grid is 3953 billion (19%), renewable electricity off-grid is
14.969 billion VND (72%) renewable heat is 1857 billion VND
(9%). 15Oil &Gas sector
Current status & devpt. plan
Viewpoints for development
Effective use of petroleum resources in the country, and
to promote investment, search, exploration and exploitation
of oil and gas abroad, combined import and export as a basis
for sustainable development of the petroleum
industry firmware, ensure energy security for the economy.
- Developing internal resources, combined
with expanding international cooperation, attracting foreign
investment in search activity, exploration, increases in oil and
gas reserves verified.
- Prioritize search, exploration and exploitation
of the deep water, offshore.
- Encourage participation of all economic sectors and
foreign investment in developing the field of
processing, distributing products and services etc..
16Oil &Gas sector
Current status & devpt. plan
Planning – Exploration, exploitation,
processing, transportation
1. Search, petroleum exploration: oil and gas reserves reach 35-45 million tons of oil equivalent / year.
2. Oil and gas exploration:
Exploitation
Exploiting overseas Crude Oil Gas
(million tons oil
(million tons / year) (million tons / year) (million m3/year)
equivalent / year)
Period to 2015 25 – 38 18 – 20 8 --19
Period 2016 -2025 40 – 45 7 --14 12 – 16 8 --19
3. Development of gas industry:
+ Development towards diversification of markets, gas will be provided to the industry: power generation, fertilizer,
chemical, industrial, transportation and civil-scale production of about 19 billion m3 in 2025.
+ Research pipeline connecting East - South West, a gas pipeline as a basis for transnational connection with gas
pipeline in Southeast Asia.
+ Strengthening international cooperation and selection of strategic partner capable of long-
term gas supply LNG, CNG, DME ... from Russia, the Middle East, Australia, Africa ... etc..
+ Prepare infrastructure, promote and encourage the construction contractor collection systems offshore.
+ Cooperation, research technology solutions to recover gas is burned off at the platform in separating the high-
value products such as Ethan, propane-butane(LPG). Development and exploitation of gas fields with high CO2 content.
+ Research and Development projects of gas to form combinations of oil and gas industry,
building separation Ethan tower system at the treatment plants to build gas processing plants Ethan-
ethylene; processing gas into liquid fuels (GTL), DME from methanol.
4. Oil and gas processing industry:
+ By 2015, finish 3-5 petrochemical refineries construction with total capacity of filter around 26-32 million tons/year,
construction and commissioning of 1-2 production of petrochemical products basic petrochemicals.
17
+ By 2025, complete the expansion and completion of construction 6-7 petrochemical refineries with
total refining capacity of 45-60 million tons/year,50% meet the needs basic petrochemical products. ...Oil &Gas sector
Current status & devpt. plan
Development Plan– Capital investment (mil. USD)
No. Type of Investment 2011-15
High Scenario (Billion USD) 65,170
1 Oil and gas exploration 28,784
2 Transportation &collection of gas 2,467
3 Gas Processing Plant 1,816
4 Oil Refinery & Petrochemical 18,785
5 Petroleum Services 10,983
6 Petrol & LPG depots 2,100
7 Topics, scientific research 235
The participation of the PVN: 26,020
18Coal sector
Current status & devpt. plan
Current status
Opencast: + 5 mines with a capacity of over 2 million tons/year
+ 15 mines with a capacity of 0,1-0,7 million tons/year
+ A number of extraction with a capacity of less than 0.1
million tons/year
Underground: + 9 mines with a capacity of over 1 million tons/year
+ over 20 mines with a capacity of less than 1 million tons/year
Mining production in the period 2003-2010
Extraction
Unit 2003 2004 2005 2006 2007 2008 2009 2010 Total
method
Opencast Mil. tons 12.98 17.33 22.06 26.1 26.78 25.33 25.76 26.52 182.86
Underground Mil. tons 6.81 9.78 12.48 14.71 16.33 17.6 18.17 20.44 116.32
Mil.
Total 19.79 27.11 34.54 40.81 43.11 42.93 43.93 46.96 299.18
tons
19Coal sector
Current status & devpt. plan
Viewpoints for development
- Developing the coal industry on the basis of mining,
processing, cost-effective use of coal resources of the
country, to serve the domestic demand is primarily to
ensure national energy security.
- Development of sustainable coal industry, associated
with effective protection, improve the
ecological environment of coal
- Maximize internal resources (capital, ability to design and
manufacture of equipment in the country, etc.)
- Promoting foreign investment in exploration and
exploitation to supplement the long-term coal
for domestic needs.
- To diversify forms of investment and business in the coal
industry. To do business under the coal market is the
management of the State to serve the aim of ensuring
national energy security.
20Coal sector
Current status & devpt. plan
Planning – Exploration, exploitation, processing
1. Coal exploration:
a) Northeast coalfield:
- Distribution mainly in Quang Ninh, a part in Bac Giang and Hai Duong. This area
has resources and reserves of the country's largest anthracite coal are mobilized
primarily on 2030 planning.
- By the end of 2015, completing the resources exploration and coal
reserves of upper-level and a minus 300m area for the North East coalfield. By
2020, basically complete the exploration of coal to the bottom floor.
b) Red River delta coal basin:
- Distribution is mainly in the provinces of Thai Binh and Hung Yen, Nam Dinh, have
great potential in type A bituminous coal (sub - bituminous), low levels of
exploration, mining conditions difficult, complex and sensitive environment, ecology.
- During the period 2012 - 2015, selected area contains some promising coal,
geological conditions - suitable for conducting mining exploration investment for the test
harness.
- By 2030, completed basic exploration area contains coal mining favorable
conditions improve Khoai Chau - Tien Hai.
2. Coal Mining:
+ Year 2012: 45 - 47 million tons; Year 2015: 55 - 58 million tons; Year 2020: 60 - 65
million tons; Year 2025: 66 - 70 million tons; Year 2030: greater than 75 million tons.
3. Processing of coal: Strive to 2020, processing of coal development in
product diversification (direct fuel combustion, coal for metallurgy, coal
gasification, coal to liquid fuels, raw materials for chemical industry etc. ..) 21Coal sector
Current status & devpt. plan
Development Plan– Capital investment
- From year 2015, Vietnam will have to import coal;
- Total capital investment needs for the coal sector
to 2030 about 691 trillion VND (equivalent to
33billion USD);
- The average capital investment needs for the coal
sector to 2030 about 34.55 trillion VND/year
(equivalent to 1,6 billion USD/year).
22Invest. proposals
Power sector
Total
Type of Location Operation Capacity investme
STT Project name Progress
investment (province) year (MW) nt (bil
USD)
The project is preparing bidding
1 O Mon II BOT Can Tho 2016 750 0,6 document to select investors.
International bidding.
IPP/BOT Ministry of Industry and Trade is
2 Quang Tri (potential Quang Tri 2019-2020 2x600 2,3 studying the investment guidelines of
BOT) project preparation.
The project is preparing bidding
3 Vung Ang 3 BOT Ha Tinh 2026-2028 4x600 5 document to select investors.
International bidding.
Pump storage PP
4 IPP Ninh Thuan 2028-2030 4x300 0,8
No.3
5 Van Phong 2 BOT Khanh Hoa 2021 2x660MW 2,4 Not yet implemented
6 Nam Đinh 2 BOT Nam Đinh 2025 2x660MW 2,4 Not yet implemented
Ministry of Industry and Trade is
studying the proposals of the investors
for investment in BOT type and plan to
7 Son My 1 BOT Binh Thuan 2018 5x390MW 2
evaluate and approve the feasibility
study (in case the project is approved by
competent authorities as BOT type)
Ministry of Industry and Trade are
8 Song Hau 2 BOT Hau Giang 2027 2x1000MW 3,5 working to guide investors in project
23
preparation
Total 12140MW 19Invest. proposals
Oil & Gas sector
Calling
Total for
investm foreign Status &
No. Project name Size Location Operation year
ent (bil. investm progress
USD) ent
ratio
To begin the
Dung Quat
Upgrading and from 6.5 construction in
Economic Zone, Investment
1 expanding Dung (existing) to 10 the period 2014- 2,7 49%
Quang Ngai project are set up
Quat oil refinery million tons/year 2017, commercial
province
operation in 2017
Investment
Van Phong
project are set up
The Nam Van 10 million Economic Zone,
2 2015-2020 8 49% and looking for
Phong refinery tons/year Khanh Hoa
joint venture
province
partners
~400km length, set the overall
Gas Pipeline Nam Ba Ria – Vung Commercial
3 capacity of 7 1,3 49% technical design
Con Son 2 Tau province operation in 2015
billion m3 /year (FEED)
Long Son oil and
gas industrial
Long Son oil 10 million Study and calling
4 zone, Ba Ria - 2015-2020 8 75%
refinery tons/year for investment
Vung Tau
province
Total 20 24Invest. proposals
Coal sector
To request assistance in the field of research in the
Red River Delta coal basin.
Support the implementation of projects related to
environmental protection and safety in coal mining.
Enhancing ODA aid for projects in infrastructure
development in Vietnam's coal industry, human
resources training.
25Question & Answer 26
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