the new energy landscape: key drivers of the energy future
TRANSCRIPT
The New Energy Landscape:Key drivers of the Energy Future
Kazakhstan has extensive natural resources
Kazakhstan is the
world’s 8th by the
amount of proven
reserves of coal and
9th by the proven
reserves of oil
fact ► Estimated lifetime of proven reserves, years
Main energy sources for power industry in Kazakhstan
70%14,6%
10,6%
4,9%Coal
Hydro
Gas
OilSource: Statistics Agency of RK
Kazakhstan power generation industry is not efficient
Kazakhstan power generating capacity, GW
Kazakhstan energy balance
More than 40% of
all Kazakhstan’s
energy is produced
by only 3 major
power plant located
near coal mines
fact ►82,7
85,9
77,9
67,9
71,7
76,6
83,8
87,9
80,3 78,7
65
70
75
80
85
90
2006 2007 2008 2009 2010 2011 2012
bln
kWh
Electricity consumption Electricity production
Source: Statistics Agency of RK
Power generation system doesn’t fit the inhabitation pattern
fact ►
Over 60% of
Kazakhstan
population lives in
small towns and
rural areas
Population density, people/km2 & energy network map
23
2
Power network Gas network
Source: Statistics Agency of RK
Kazakhstan has a potential for alternative power generation
fact ►
In Kazakhstan now
only 0,2% of energy
is produced from
renewables sources
Wind speed distribution & solar irradiation map
9 m/s
3 m/s
wind speed
5-6 DNI > 7 DNIsolar activity (For example, Spain average DNI is 5)
Source: Statistics Agency of RK
Decreasing costs of renewables makes them affordable
fact ►
Every 250 km
distance from the
mine adds 1 cent to
the cost of
electricity produced
from coal
Cost of solar power generation (LCOE)
Cost of wind power generation (LCOE)
Source: Alternative Energy eTrack,www.alternativeenergyetrack.com
0
0,05
0,1
0,15
0,2
0,25
2011 2012 2013 2014 2015 2016 2017
Diesel generator LCOE
Coal power plant LCOE
0
0,02
0,04
0,06
0,08
0,1
2011 2012 2013 2014 2015 2016 2017
Coal power plant LCOE
Energy storage provides utilities with reliable low-cost energy source
fact ►
Power storage
implementation
allows to:
Enhance
profitability &
adoption of
renewable
generation
Unlink supply and
demand to reduce
peak-power
infrastructure
Capital cost of storage , $/kWh2500
2200
1500
1200
800600
400
0
500
1000
1500
2000
2500
3000
2011 2012 2013 2014 2015 2016 2017
Cost per cycle, cent/kWh
15
20
108
64 3
0
5
10
15
20
25
2011 2012 2013 2014 2015 2016 2017Source: Alternative Energy eTrack,www.alternativeenergyetrack.com
Energy efficient solutions can alleviate the energy deficit
fact ►
Kazakhstan
Government aims to
save up to 10% of
electric energy
through
implementation of
energy efficient
technologies in 3
years
Methods increasing energy efficiency
Waste-heat utilization
Power usage optimization
Digital control systems
Boiler Insulation
Results of implementation (energy savings)Energy-efficient solutions
10%
4-5%
7-8%
2-3%
Kazakhstan power generation damages environment
fact ►
Kazakhstan is the
global leader in CO2
emissions per capita84,89
99,21104
107101,89
95,57 96,2
80
85
90
95
100
105
110
2005 2006 2007 2008 2009 2010 2011
CO2 emissions from power production, total (million tons)
CO2 emissions (tons per capita)
7,5 8 8,1 8,3 8,3 8,1 8
1211,7
14,214,6
14
14
14,1
6
7
8
9
10
11
12
13
14
15
16
2005 2006 2007 2008 2009 2010 2011
Kazakhstan
Average of WesternEU countries
Source: IndexMundi
Selected Bright Capital’s Portfolio
Energy EfficiencyRenewable
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 capitalFast 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
