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表紙:ベトナムの再生可能エネルギー調査:2018年
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624230

ベトナムの再生可能エネルギー調査:2018年

Vietnam Renewable Energy Report 2018

出版日: | 発行: FiinGroup JSC | ページ情報: 英文 73 Pages | 納期: 即納可能 即納可能とは

価格
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本日の銀行送金レート: 1USD=110.15円
ベトナムの再生可能エネルギー調査:2018年
出版日: 2018年03月26日
発行: FiinGroup JSC
ページ情報: 英文 73 Pages
納期: 即納可能 即納可能とは
  • 全表示
  • 概要
  • 目次
概要

当レポートでは、ベトナムにおける再生可能エネルギー市場について分析し、市場の概要、セグメント別 (風力・太陽光・バイオマス・小型水力発電) による分析、規制環境、およびリスク・投資機会の分析などを提供しています。

エグゼクティブサマリー

第1章 ベトナムの電力部門の概要

  • ベトナムの電気部門
  • 電力市場の構造

第2章 再生可能エネルギー産業の分析

  • 再生可能エネルギーの概要
  • 風力
  • 太陽光
  • バイオマス
  • 小型水力発電

第3章 規制フレームワークのレビュー

  • 第7次電力開発計画の修正
  • 投資インセンティブ
  • 固定価格買い取り制度 (FiT) & 電力販売契約 (PPA)
  • 競争力のある電力市場の構築

第4章 リスク評価

第5章 投資機会の分析

  • 主な投資の検討事項
  • 金融投資家にとっての機会
  • 外国ディベロッパーにとっての機会

付録




ベトナム市場の個別調査のご案内

ドイモイ政策により世界平均のほぼ2倍の経済成長率を誇るベトナム市場。

経験豊富な現地調査員による個別の調査が行えます。

非上場企業を含む40万件以上の企業データベースも保有しています。

詳細はお問い合わせ下さい。
https://www.gii.co.jp/form/custom

目次

What's new in this issue? At the moment, RE is still at an early stage. The total output from RE amounts to about 5% of the total country's supply. The policy framework has only been constructed since 2011 and has recently included solar power. However, Vietnam has high ambitions with RE, as shown in the Revised National Power Master Plan VII, released in March 2016. The Plan stipulated that 21% of the total energy supply comes from RE sources. As plans for a nuclear power plant was already rejected by the National Assembly, the country is pushing for more alternatives to its energy hunger. Foreign investors are especially welcome, where there is no Foreign Ownership Limit and many attractive tax incentives.

RE, by nature, is dependent on the available resources and potential. As a agricultural, near-the-equator, long-coastline country, Vietnam does not lack biomass feedstocks, solar radiation nor wind power density. The question turns to whether the country is able to take advantage of what nature has given, and turn the theoretical and technical potential to commercial potential.

The development of RE in Vietnam, although highly encouraged by the government, faces financing obstacles as well as counter-party risks given the existing policy framework. Some of these will be highlighted in the upcoming pages, as well as examples of mitigation measures and specific case studies, learned via our in-depth interviews with developers and policy makers.

Renewable energy in Vietnam is in its early stage, with plenty of potential for development especially in the wind and solar segments

Vietnam has traditionally relied on hydropower and then coal fired power and gas fired power as the major suppliers of electricity. Yet to go on becoming an industrialized country, it increasingly demands more energy and electricity to support its key, energy-intensive sectors

  • Hydropower is not expected to continue expanding, having nearly reached its full potential and faces environmental damages.
  • Nuclear power, although accounted for in the Power Master Plan 7, has been rejected by the National Assembly by end of 2017.
  • In the medium term, coal fired power was slated to be the main energy supplier as renewables are still in the nascent stage.
  • However, in the long term, renewables such as wind, solar, and biomass, are expected to account for one fifth of all electricity supply.
  • To fully realize its RE potential, Vietnam's government has been completing the regulatory and policy frameworks for each type of RE as well as development strategies until 2050.

The majority of renewable energy projects in Vietnam are stuck at the pre-investment stage, and it takes long months and multiple agreements to go through each stage

  • From our database, except for Small Hydropower plants, only a small percentage of RE projects are actually in operations. 13% of the projects are in operations, 23.5% are under construction while 63.5% are still stuck at either the preparation stage or facing delays.

The PPA is virtually un-bankable as it poses serious legal and commercial risks to both lenders and developers, who have to seek other ways to back up loans

  • Our report details the implications and examples of how projects have been able to mitigate this financing risk. Furthermore, project developers are advised to get the projects running as soon as possible and to choose a trustworthy local partner to prevent possible complications, and operational risks could be mitigated by investments in quality equipment and an energy storage system for output moderation.

The selection process of a local counterparty should include careful examinations of relationship, management team, financial health and RE know-how/expertise

  • Meanwhile, significant hands-on assistance from foreign partner is required to complement the local developers' weaknesses in terms of technical know-how and limited financing.

Table of Contents

Executive Summary

1. Overview of Vietnam Power Sector

  • 1.1. Vietnam's Electricity Sector
  • 1.2. Power Market Structure

2. Analysis of Renewable Energy Industry

  • 2.1. Renewable Energy Overview
  • 2.2. Wind
  • 2.3. Solar
  • 2.4. Biomass
  • 2.5. Small Hydropower

3. Review of Regulatory Framework

  • 3.1. Master Power Plan VII Revised
  • 3.2. Investment Incentives
  • 3.3. Feed-in Tariff & Power Purchase Agreement
  • 3.4. Building a Competitive Power Market

4. Risk Assessment

5. Investment Opportunity Analysis

  • 5.1. Key Investment Considerations
  • 5.2. Opportunities for Financial Investors
  • 5.3. Opportunities for Foreign Developers

Appendices

  • A1. Typical wind projects by local developers
  • A2. Typical solar projects by local developers
  • A3. Recent renewable energy deals in Vietnam
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