Vietnam Power Report Q4 2016
OREANDA-NEWS. RnR Market Research Offers Report by Research on Vietnam Power Report Q4 2016.
BMI View: There are significant opportunities for independent power producers (IPPs), turbine manufacturers and private investors in Vietnam's thermal power generation sector - particularly the coal segment. A flurry of private sector activity in the coal sector will be supported by rapid growth in electricity demand and market deregulation, as well as delays to nuclear expansion and insufficient domestic gas supplies.
The thermal generation segment in Vietnam will continue to offer sizeable opportunities for investors and equipment suppliers. A number of large-scale power projects have advanced in the last few months - with institutional investors and utilities entering the sector to benefit from the huge growth potential.
Latest Updates And Structural Trends
- Rosatom's involvement in Vietnam's emerging nuclear sector aligns with our view that nuclear projects in Asia will be increasingly financed by foreign governments or state-owned utilities - particularly Russia and China. Despite this development, we are not factoring any nuclear capacity into our 10-year power forecasts in Vietnam, as there are still numerous barriers to project realisation.
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