เอกสารแนบ บริษัท บานป ู เพาเวอร จํากัด (มหาชน) เอกสารแนบ 5 รายงานการวิจัยทางการตลาดแบบอสระเกิ ยวกี่ ับอุตสาหกรรม การผลิตไฟฟาในประเทศไทย ประเทศลาว และประเทศจนี เอกสารแนบ 5 Independent Market Research on the Power Generation Industry in Thailand, Laos and China (Hebei, Shandong & Shanxi); Power Generation Industry in Indonesia focusing on Coal-Fired Power Plants; Overview of the Solar Power Generation Industry in Japan, Thailand and India September 2015 © 2015 Abbreviations General Definitions AP Availability Payment APG ASEAN Power Grid AUSC Advanced Ultra-Supercritical AUSC Advanced Ultra-Supercritical operation of Steam cycles BOT Build-Operate-Transfer CA Concession Agreement CCMP Climate Change Master Plan, Thailand CP Capacity Payment CAGR Compound Annual Growth Rate CSG Coal Seam Gas CSP Concentrated Solar Power CHP Plant Combined Heat and Power Plant EGS Enhanced Geothermal Systems EP Energy Payment EPC Engineering, Procurement and Construction EPIRA Electric Power Reform Act 2001, the Philippines ESB Enhanced Single Buyer ESS energy storage system FBC Fluidised Bed combustion FDI Foreign Direct Investment FiT Feed-In-Tariff FTP Fast Track Program GBI Generation-Based Incentive GDP Gross Domestic Product GW Gigawatt GWh Gigawatt Hour GSP Gas separation plants Hongsa Power Plant Hongsa mine-mouth Power Plant HVDC High-voltage direct current IGCC Integrated Gasification Combined Cycle IMR Report Page 3 © Frost & Sullivan 2015 IPP Independent Power Producer IPPD IPP Domestic IPPX IPP Export IUP Mining Business Permit JNNSM Jawaharlal Nehru National Solar Mission JV Joint Venture kW Kilowatt LNG Liquefied Natural Gas LPG Liquified Petroleum Gas mmscfd Million Standard Cubic Feet per Day MoF Ministry of Finance MOEP Ministry of Electric Power, Myanmar MOU Memorandum of Understanding MP3EI The Masterplan for the Acceleration and Expansion of Economic Development of Indonesia MSW Municipal Solid Waste Mtoe Million Tonnes of Oil Equivalent MW Megawatt NAPCC National Action Plan on Climate Change NAPES National Action Plan for Energy Strategy, China NEP National Electricity Policy NGV Natural Gas Vehicle NNES New National Energy Strategy, Japan NOx Nitrogen Oxides NTP National Tariff Policy OECD Organisation for Economic Co-operation and Development OEM Original Equipment Manufacture PDP Power Development Plan PEA Provincial Energy Agency PPA Power Purchase Agreement PPP Public Private Partnership PPS Power Producer and Supplier PPU private power utilities IMR Report Page 4 © Frost & Sullivan 2015 PV Photovoltaic REC Rural Electrification Corporation REDS Renewable Energy Development Strategy, Laos RPO Renewable Purchase Obligation RUKN General Plan of Electricity, Indonesia RUPTL Rencana Usaha Penyediaan Tenaga Listrik SCPS coal-fired power station SEA South East Asia SEZ Special and Specific Economic Zone SOE State-owned Enterprise SOx Sulphur Oxide SPP Small Power Producer T&D Transmission and Distribution TAGP Trans-SEA Gas Pipeline tcf Trillion Cubic Feet TES Thermal Energy Storage TW Terawatt VSPP Very Small Power Producer Companies, Authorities and Organisations ADB Asian Development Bank AEC ASEAN Economic Community AEDP Alternative Energy Development Plan, Thailand APEC Asia-Pacific Economic Cooperation ASEAN Association of Southeast Asian Nations Banpu PCL Banpu Public Company Limited Banpu Power Banpu Power Public Company Limited BGR Bundesanstalt für Geowissenschaften und Rohstoffe CEA Central Electricity Authority CEA China Electric Association CEP PT Cirebon Electric Power CERC Central Electricity Regulatory Commission IMR Report Page 5 © Frost & Sullivan 2015 CIPC China Investment Power Corporation CK CK Power Public Company Limited DEDE Department of Alternative Energy Development and Efficiency DIW Department of Industrial Works, Thailand DMF Department of Mineral Fuels, Thailand EC Energy Commission, Malaysia EDL Electricite du Laos EEDP Energy Efficiency Development Plan, Thailand EGAT Electricity Generating Authority of Thailand EGCO Electricity Generating Public Company Limited EGCO Cogen EGCO Cogeneration Company Limited EIA Energy Information Administration EMA Energy Market Authority EPPO Energy Policy and Planning Office, Thailand ERAV Electricity Regulatory Authority of Vietnam ERC Energy Regulatory Commission EVN VietNam Electricity FEPC Federation of Electric Power Companies of Japan GCC Gulf Cogeneration Company Limited GK Godo Kaisha GLOW Glow Energy Public Company Limited GPG Gulf Power Generation Company Limited GYG Gulf Yala Green Company Limited JEPX Japan Electric Power Exchange JREF Japan Renewable Energy Foundation JWPA Japan Wind Power Association IEE Institute of Energy Economics IMF International Monetary Fund IREDA Indian Renewable Energy Development Agency Ltd KEGCO Khanom Electricity Generating Company Limited Lao PDR Lao People's Democratic Republic LHSE Lao Holding State Enterprise IMR Report Page 6 © Frost & Sullivan 2015 MAFF Ministry of Agriculture, Forestry and Fisheries MEA Metropolitan Electricity Authority, Thailand MEM Ministry of Energy and Mines of Laos METI Ministry of Trade, Economy and Industry, Japan MEXT Ministry of Education, Culture, Sports, Science and Technology Mibugawa Mibugawa Power Company MLIT Ministry of Land, Infrastructure, Transport and Tourism MNRE Ministry of New and Renewable Energy MOIT Ministry of Industry and Trade, Vietnam MOP Ministry of Power NCEA National Commission for Environmental Affairs NDRC National Development and Reform Commission, China NEA National Energy Agency NEPC National Energy Policy Council, Thailand NN2 Nam Ngum 2 Power Co., Ltd. NPC National Power Corporation, the Philippines NTPC Nam Theun 2 Power Company NVVN National Thermal Power Corporation Vidyut Vyapar Nigam OSS One Stop Service PDRC Provincial Development and Reform Committee, China PEA Provincial Electricity Authority, Thailand PLN Perusahaan Listrik Negara PT PJB PT Pembangkitan Java-Bali PTT PTT Public Company Limited RATCH Ratchaburi Electricity Generating Holding Company Limited REDP Renewable Energy Development Plan Roi-Et Green Roi-Et Green Company Limited SCC Samutprakarn Cogneration Company Limited SEAN Southeast Asia Energy Limited SECI Solar Energy Corporation of India SERC State Electricity Regulatory Commission IMR Report Page 7 © Frost & Sullivan 2015 SERC State Electricity Regulatory Commission, China SNA State Renewable Development Agencies TEPCO Tokyo Electric Power Company TK Tokumei Kumiai UN United Nations UNFCC United Nations Framework Convention on Climate Change US United States of America WEC World Energy Council IMR Report Page 8 © Frost & Sullivan 2015 GLOSSARY OF TECHNICAL TERMS Anaerobic Digestion The process of breaking down biodegradable material in Process the absence of oxygen by micro-organism. Availability Payment Payment according to the availability of power plant to generate power. If the power plant is ready for operation, EGAT is obliged to pay the AP to the power producer. AP is proposed by the power producer and it reflects the cost of power producer in CAPEX, interests, fixed cost in operation and maintenance, insurance premium, and dividends for shareholders. Available Capacity Available capacity refers to the Latest Tested Net Capacity. It is the dependable capacity, modified for equipment limitation at any time Base Load Power Plant A power plant which provide sufficient amount of power to meet the minimum demand of consumers. Bio-Energy Conversion of biomass resources such as agriculture resides into useful energy carriers including heat, electricity and transport fuels. Bituminous coal A relatively soft coal containing a tarlike substance called bitumen. It is of higher quality than lignite coal but of poorer quality than anthracite Built-Operate-Transfer A form of project financing of discrete asset wherein a (BOT) Arrangement private entity receives a concession from the private or public sector to finance, design, construct and operate a facility stated in the concession contract over a period of time, before transferring ownership of the facility to project owner. Capacity Payment Based on actual kilowatts produced multiplied by a capacity charge covering investment costs plus foreign exchange fluctuations. Carbon Capture and A technology that allow capturing and storing the CO2 Storage (CCS) emitted by large fossil fuel power plants. Clean Coal Technology A near-zero emission coal-based power generation that is embedded carbon capture and storage (CCS) technology. Clean Development One of the flexibility mechanisms defined in the Kyoto Mechanism Protocol that provides for emissions reduction projects which generate Certified Emission Reduction units which may be traded in emissions trading schemes Climate Change Change in the state of climate that can be identified by changes in the mean and/or the variability of its IMR Report Page 9 © Frost & Sullivan 2015 properties. Coal Supply Agreement between the power generators and the coal Transportation Agreement supplier Co-generation A power system that simultaneously produces both electrical and thermal energy from the same source Combined Cycle Configuration of steam turbines that work in tandem from the same source of heat (e.g. natural gas and coal), converting primary energy into mechanical energy, which in turn drives electrical generators. Competitive Bidding Transparent procurement method in which bids from competing contractors, suppliers, or vendors are invited by openly advertising the scope, specifications and terms and conditions of the proposed contract