The Development Context Discussion Session 1 Overview of Thailand’s power demand and supply With reference to proposed mainstream dams in the Lower Mekong Basin Presented on behalf of the MRCS by Lawrence Haas, MRCS – Consultant (Initiative on Sustainable Hydropower) Purpose of the Presentation: Facilitate discussion on 1. Demand-supply – latest update on information? 2. Future sources of power supply in Thailand – what policies? 3. Challenges in meeting demand – what are they? 4. Contribution of hydropower trade in meeting Thailand’s power demand existing agreements and prospects 5. Hydropower development on the Mekong tributaries and mainstream More specifically • What other aspects should the SEA address - in relation to proposed mainstream dams and Thailand’s power sector development • Follow-up discussion with TNMC / Line Agencies – on data, issues What information sources will the SEA use? On power sector aspects Apart from National data and available project studies from Developers GMS Roadmap for Implementing Greater Mekong Sub-Region Cross-Boarder Power Trade TNMC Hydropower Sector Review, 2009 Completed and ongoing ADB Studies and RETAs – Sustainable Energy Futures for the GMS; Update of the GMS Road Map MRC’s Hydropower Data Base MRC’s BDP Scenarios with updated information on mainstream projects from the SEA Stakeholder submissions? Existing Information Available Provides Information on Thailand’s: • Power Sector and Hydropower Policies and Strategies • Thailand Load forecast from PDP (2005) • Hydropower projects and resources in Thailand (e.g. Existing Hydro: 767 MW – 885 GW) • Development of Transmission in Northern Thailand – ( a map) Thailand: Overall demand-supply trend Thailand’s electricity consumption by sector 2003 140 30 120 25 100 20 80 15 60 10 40 20 5 0 0 Installed capacity Source: EIA 2009 Net generation Gigawatts Billion Kilowatthours Thailand’s electricity supply and consumption 1981 - 2006 Net consumption Source: ASEAN Centre for energy Thailand demand forecasts to 2025 470 Possible Discussion Points Thousand Gwh 420 370 • What are the latest projections? • What are the challenges meeting demand? • To what extent is new generation planned e.g. criteria? 320 270 220 170 120 MOE forecast Actual ADB GMS estimate 2020 2018 2016 2014 2012 2010 2008 2006 2004 2002 2000 1998 1996 70 1. 2. 3. To meet load growth To replace retiring plant To fuel switch? E.g. for renewable energy? Source: Ministry of Energy (cited Draft Mekong River Basin Hydropower Sector Review in Thailand, 2009), Economics of energy integration , ADB, 2008 Thailand Electricity Generation by fuel type: Past and Future? One Scenario 2005 – 2025 (ADB) Actual 1986-2006 ? Source: EGAT (cited Draft Mekong River Basin Hydropower Sector Review in Thailand, 2009) Source: Economics of energy integration , ADB, 2008 (base case) Possible Discussion Points: Policies and Trends: • • Power Import Policies? Fuel Specific Policies? Hydropower projects on Lower Mekong tributaries 123 in operation, under construction and planned, total some 15,700 MW Hydropower Development in the Lower Mekong Basin Capacity in MW Includes proposed mainstream dams 20,000 From MRC Hydropower Data Base 15,000 Total in MRC Hydropower Data Base (134 Projects) - Used in BDP Scenarios GWH MW 134,000 29,760 54,705 14,111 79,295 15,649 10,000 Total of 11 Mainstream Dam Proposals (approximate as these are being decided in feasibility studies underway) 5,000 0 Tributary Development (Existing + Other) In operation Under construction Under licensing Planned / Planned Proposed Thailand policy context for cross-boarder power trade Relevant to mainstream dam proposals MOUs for power imports from Cambodia and Lao PDR) Lao PDR: • • • • MOU to import up to 3,000 MW, subject to PPAs and other terms Theun Hinboun and Huay Ho MOU to import up to 5,000 MW, subject to PPAs and other terms 2006 – Nam Theun 2 and Nam Ngum 2 (and Nam Ngum 3) Cambodia PDR: • Strategy is power trade with neighbouring countries Legal framework for private developers and Public-Private Projects (PPPs) Markets for proposed mainstream dams Thailand Power Market Thailand Market Candidates Candidates Potential Project Possible Power Market Installed Capacity MW Mean Annual Energy GWh/yr MW GwH/yr 1,230 5,517 1 Pak Beng Thailand (EGAT) 1,230 5,517 2 Lauang Prabang Vietnam (EVN) 1,410 5,437 3 Xayabouly Thailand (EGAT) 1,260 6,035 1,260 6,035 4 Pak Lay Thailand (EGAT) 1,320 6,460 1,320 6,460 5 Sanakham Thailand (EGAT) 1,200 5,015 1,200 5,015 6 Pakchom - 1,079 5,318 7 Ban Koum Thailand (EGAT) 1,872 8,434 1,872 8,434 8 Latsua Thailand (EGAT) 800 3,504 800 3,504 9 Don Sahong Thailand (EGAT) 360 2,375 360 2,375 10 Stung Treng Vietnam (EVN) 980 4,870 11 Sambor Vietnam (EVN) 2,600 11,740 14,111 64,705 8,042 37,340 Installed capacities and energy generated subject to change with: • Feasibility and EIA study • Optimization • Negotiation • Other Other Aspects? • Thailand power project funds – local development – benefit sharing? • Regulatory Policies? – e.g. Minimum Portfolio Standards? 0.5 to 8.0 % renewable by 2011? • Valuation of GHG emission reduction from noncarbon electricity generation? For Discussion 1. Demand-supply – latest update on information? 2. Future sources of power supply in Thailand – what policies? 3. Challenges in meeting demand – what are they? 4. Contribution of hydropower trade in meeting Thailand’s power demand - existing agreements and prospects – power import policy? 5. Hydropower development on the Mekong tributaries and mainstream 6. Other issues