The New Energy Landscape:
Key drivers of the Energy Future
Kazakhstan has extensive natural resources
fact ►
Estimated lifetime of proven reserves,
years
Kazakhstan is the
world’s 8th by the
amount of proven
reserves of coal and
9th by the proven
reserves of oil
Main energy sources for power industry in
Kazakhstan
4,9%
Coal
10,6%
Hydro
Gas
14,6%
Source: Statistics Agency of RK
70%
Oil
Kazakhstan power generation industry is not efficient
fact ►
90
Kazakhstan energy balance
83,8
85
More than 40% of all
Kazakhstan’s energy
is produced by only 3
major power plant
located near coal
mines
Source: Statistics Agency of RK
bln kWh
80,3
80
76,6
75
78,7
87,9
85,9
82,7
77,9
71,7
70
67,9
65
2006
2007
2008
Electricity consumption
2009
2010
2011
2012
Electricity production
Kazakhstan power generating capacity,
GW
Power generation system doesn’t fit the inhabitation pattern
fact ►
Population density, people/km2
& energy network map
Over 60% of
Kazakhstan population
lives in small towns
and rural areas
2
23
Power network
Source: Statistics Agency of RK
Gas network
Kazakhstan has a potential for alternative power generation
fact ►
Wind speed distribution & solar irradiation
map
In Kazakhstan now
only 0,2% of energy is
produced from
renewables sources
wind speed
3 m/s
9 m/s
solar activity
5-6 DNI
> 7 DNI
(For example, Spain average DNI is 5)
Source: Statistics Agency of RK
Decreasing costs of renewables makes them affordable
fact ►
Cost of solar power generation (LCOE)
0,25
Diesel generator LCOE
0,2
Every 250 km
distance from the
0,15
0,1
mine adds 1 cent to
0,05
the cost of electricity
0
Coal power plant LCOE
2011
2012
2013
2014
2015
2016
2017
produced from coal
Cost of wind power generation (LCOE)
0,1
0,08
Coal power plant LCOE
0,06
0,04
Source: Alternative Energy eTrack,
www.alternativeenergyetrack.com
0,02
0
2011
2012
2013
2014
2015
2016
2017
Energy storage provides utilities with reliable low-cost
energy source
fact ►
Power storage
3000
2500
250
0
2000
2200
Capital cost of storage ,
$/kWh
1500
1500
implementation allows
1200
1000
800
600
to:
400
500
Enhance profitability
0
2011
2012
2013
2014
2015
2016
2017
& adoption of
renewable generation
25
Unlink supply and
20
demand to reduce
15
peak-power
10
Cost per cycle,
cent/kWh
20
15
10
8
6
infrastructure
Source: Alternative Energy eTrack,
www.alternativeenergyetrack.com
5
4
3
0
2011
2012
2013
2014
2015
2016
2017
Energy efficient solutions can alleviate the energy deficit
fact ►
Kazakhstan
Methods increasing energy
efficiency
Waste-heat utilization
10%
Government aims to
save up to 10% of
Power usage optimization
4-5%
Digital control systems
7-8%
Boiler Insulation
2-3%
electric energy through
implementation of
energy efficient
technologies in 3 years
Energy-efficient solutions
Results of implementation (energy savings)
Kazakhstan power generation damages environment
fact ►
110
105
Kazakhstan is the
CO2 emissions from power production,
total (million tons)
107
101,89
global leader in CO2
95
emissions per capita
90
85
104
99,21
100
96,2
95,57
84,89
80
2005
2006
2008
2009
2010
2011
CO2 emissions (tons per capita)
16
14,2
15
Kazakhstan
2007
14,6
14
14
14,1
14
13
Average of Western
EU countries
12
12
11,7
11
10
9
Source: IndexMundi
8
7,5
8
2005
2006
8,1
8,3
8,3
8,1
2007
2008
2009
2010
8
7
6
2011
Selected Bright Capital’s Portfolio
Energy Efficiency
Renewable
energy
Kazakhstan government sees the importance of
innovations in energy sector, and more to be done
fact ►
Our recommendations:
Access to the cutting edge technology
through technology transfer as the major
vehicle, leveraged by sovereign capital
Fast forward integration of modern
technology through:
- investing in and co-operation with
leading international venture capital and PE
funds;
- Setting up local technologies
deployment and seed funds.
Support local academic institutions and
international research collaboration to find
talent and educate specialists in respective
fields
Contacts
Boris Ryabov
Managing Partner
Bright Capital
rba@bright-capital.com