Rabu, 27 April 2011

Recently released market study: Vietnam Power Report Q2 2011

PRLog (Press Release)– Apr 27, 2011– The new Vietnam Powe ferrari r Report from BMI forecasts that the country will account for 1.60% of Asia  Pacific regional power generation by 2015, with the risk of power shortages if generation expansion falls  below the required level, thanks partly to system inefficiencies. BMI's Asia Pacific power generation  assumption for 2010 is 7,724 terawatt hours (TWh), representing an increase of 4.6% over the previous  year. We are forecasting a rise in regional generation to 9,786TWh by 2015, representing growth of  26.7% in 2010-2015.  In 2010, Asia Pacific thermal power generation will have totalled an estimated 6,149TWh, accounting for  79.6% of the total electricity supplied in the region. Our forecast for 2015 is 7,589TWh, implying 23.4%  growth that reduces the market share of thermal generation to 77.5%. This is thanks largely to  environmental concerns promoting renewable sources, hydro-electricity and nuclear generation.  Vietnam's thermal generation in 2010 is an estimated 53.5TWh, or 0.87% of the regional total. By 2015,  the country is expected to account for 1.15% of regional thermal generation.  For Vietnam, oil will have accounted for an estimated 20.4% of 2010 primary energy demand (PED),  followed by gas at 8.5%, coal at 18.6% and hydro-power with 4.3%. Direct burning of wood and waste  materials contributes a further 48.5% to overall energy consumption. Regional energy demand is forecast  to reach 5,496mn tonnes of oil equivalent (toe) by 2015, representing 20.6% growth from the estimated  2010 level. Vietnam's estimated 2010 energy market share of 1.84% is set to rise to 2.19% by 2015. An  estimated 40TWh of hydro-electric demand in 2010 is forecast to reach 61TWh by 2015, with its share of cadillac  the Asia Pacific hydro market rising from 4.06% to 4.73% over the period.  Vietnam shares fourth place with India in BMI's updated Power Business Environment Ratings, thanks  largely to the growth potential of power consumption and energy demand, plus healthy scores in several  other categories. It should be able to pull further away from Indonesia, Malaysia, Thailand and Pakistan  below, and has longer-term potential to challenge Japan above it.  BMI is now forecasting Vietnamese real GDP growth averaging 6.57% per annum (pa) between 2010  and 2015, with a 2011 assumption of 5.60%. The population is expected to expand from 88.4mn to  92.8mn by 2015, with per capita GDP and electricity consumption set to increase by 90% and 58%  respectively. Power consumption is expected to increase from an estimated 90TWh in 2010 to 149TWh in  2015. After power industry usage and transmission losses, there is scope for a supply shortfall of 6TWh by  2015 if generation grows at no more than our assumed average annual rate of 10.6% (2010-2015). There  is, however, a real risk of persistent electricity shortages if the power industry cannot deliver adequate  new capacity as demand soars.    Between 2010 and 2020, we are forecasting an increase in Vietnamese electricity generation of 144.2%,  which is near the top of the range for the Asia Pacific region. This equates to 46.9% in 2015-2020, down  from 66.2% between 2010 and 2015. PED growth is set to decrease from 53.8% between 2010 and 2015  to 45.6%, representing 123.9% for the entire forecast period. Hydro generation is expected to rise by  105% between 2010 and 2020, with thermal power generation forecast to increase by 134% over the  same period. More detailed long-term BMI power forecasts can be found later in this report.

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